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HI

Human Investing Portfolio holdings

AUM $771M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
+8.17%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$635M
AUM Growth
+$67M
Cap. Flow
+$22.1M
Cap. Flow %
3.49%
Top 10 Hldgs %
73.12%
Holding
98
New
7
Increased
48
Reduced
32
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.22M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M
3
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$2.14M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.93M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M

Top Sells

Rank Stock Value
1
KMB icon
Kimberly-Clark
KMB
+$258K
2
GIS icon
General Mills
GIS
+$228K
3
HRB icon
H&R Block
HRB
+$219K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$129K
5
NKE icon
Nike
NKE
+$126K

Sector Composition

Rank Sector Weight
1 Technology 3.25%
2 Healthcare 1.38%
3 Consumer Discretionary 1.03%
4 Financials 0.54%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDCC icon
51
InterDigital
IDCC
$7.87B
$673K 0.11%
3,000
– –
MCD icon
52
McDonald's
MCD
$192B
$671K 0.11%
2,295
-13
-0.6% -$4.01K
HDV
53
iShares Core High Dividend ETF
HDV
$14.5B
$632K 0.1%
26,950
+11,770
+78% +$271K
TXN icon
54
Texas Instruments
TXN
$252B
$620K 0.1%
2,988
-126
-4% -$22.4K
SCHH icon
55
Schwab US REIT ETF
SCHH
$11.5B
$532K 0.08%
25,157
+2,246
+10% +$47.1K
SPYX icon
56
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
$526K 0.08%
10,329
+540
+6% +$25.4K
NVDA icon
57
NVIDIA
NVDA
$4.86T
$511K 0.08%
3,237
+596
+23% +$75K
JNJ icon
58
Johnson & Johnson
JNJ
$618B
$511K 0.08%
3,343
-387
-10% -$59.5K
IGRO icon
59
iShares International Dividend Growth ETF
IGRO
$1.3B
$502K 0.08%
6,364
+2,066
+48% +$156K
ACN icon
60
Accenture
ACN
$102B
$489K 0.08%
1,635
-13
-0.8% -$3.96K
PM icon
61
Philip Morris
PM
$297B
$488K 0.08%
2,681
-475
-15% -$81.6K
GLD icon
62
SPDR Gold Trust
GLD
$131B
$482K 0.08%
1,582
+32
+2% +$9.69K
ABT icon
63
Abbott
ABT
$183B
$475K 0.07%
3,489
-147
-4% -$19.4K
XVV icon
64
iShares ESG Screened S&P 500 ETF
XVV
$648M
$472K 0.07%
9,903
+31
+0.3% +$1.36K
VO icon
65
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$464K 0.07%
+6,632
New +$435K
IBM icon
66
IBM
IBM
$211B
$454K 0.07%
1,541
– –
HPQ icon
67
HP
HPQ
$24.9B
$431K 0.07%
17,633
-3,981
-18% -$101K
INFY icon
68
Infosys
INFY
$48.7B
$395K 0.06%
21,314
-900
-4% -$16.1K
ORCL icon
69
Oracle
ORCL
$374B
$394K 0.06%
1,801
+2
+0.1% +$323
MRK icon
70
Merck
MRK
$322B
$374K 0.06%
4,726
-115
-2% -$9.14K
SLV icon
71
iShares Silver Trust
SLV
$28B
$349K 0.06%
10,636
– –
JPM icon
72
JPMorgan Chase
JPM
$935B
$330K 0.05%
1,139
+3
+0.3% +$766
IYW icon
73
iShares US Technology ETF
IYW
$23.6B
$313K 0.05%
1,804
-112
-6% -$17K
COF icon
74
Capital One
COF
$128B
$312K 0.05%
1,468
+36
+3% +$6.72K
TT icon
75
Trane Technologies
TT
$100B
$298K 0.05%
682
– –
1 2
3
4

Similar funds

WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
Twin Capital Management Mcmurray, Pennsylvania $776M AUM 28.34% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Human Investing's Q2 2025 Portfolio in Review

As of Q2 2025, Human Investing held 98 positions worth $635M, up 12% from $568M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing deployed $22.1M of net new capital in Q2 2025, opening 7 new positions and adding to 48 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, up from 3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was H&R Block, an estimated $219K trimmed.

  • Human Investing's largest Q2 2025 buy was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $7.22M increase.
  • Human Investing's biggest Q2 2025 reduction was H&R Block, cutting an estimated $219K.
  • Human Investing fully exited Kimberly-Clark in Q2 2025, selling an estimated $258K.
  • Human Investing's ten largest holdings make up 73% of its $635M portfolio in Q2 2025.
  • Human Investing opened 7 new positions and closed 2 in Q2 2025.
  • Human Investing's portfolio value rose 12% quarter-over-quarter to $635M.

Based on Human Investing's 13F filing for Q2 2025, filed 4 Aug 2025.