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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
+5.92%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
+$5.75M
Cap. Flow %
0.85%
Top 10 Hldgs %
73.41%
Holding
98
New
2
Increased
45
Reduced
39
Closed
7

Top Buys

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.22M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.95M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.38M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$710K
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

Rank Sector Weight
1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDV
51
iShares Core High Dividend ETF
HDV
$14.5B
$666K 0.1%
27,195
+245
+0.9% +$5.92K
JNJ icon
52
Johnson & Johnson
JNJ
$618B
$662K 0.1%
3,568
+225
+7% +$38.5K
VB icon
53
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$658K 0.1%
2,587
-253
-9% -$62.7K
NVDA icon
54
NVIDIA
NVDA
$4.86T
$623K 0.09%
3,339
+102
+3% +$17.8K
PAYX icon
55
Paychex
PAYX
$41.6B
$595K 0.09%
4,695
-366
-7% -$50.8K
XVV icon
56
iShares ESG Screened S&P 500 ETF
XVV
$648M
$588K 0.09%
11,419
+1,516
+15% +$75K
GLD icon
57
SPDR Gold Trust
GLD
$131B
$562K 0.08%
1,582
– –
TXN icon
58
Texas Instruments
TXN
$252B
$542K 0.08%
2,949
-39
-1% -$7.63K
IGRO icon
59
iShares International Dividend Growth ETF
IGRO
$1.3B
$534K 0.08%
6,703
+339
+5% +$26.6K
SCHH icon
60
Schwab US REIT ETF
SCHH
$11.5B
$530K 0.08%
24,585
-572
-2% -$12.2K
VO icon
61
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$528K 0.08%
7,184
+552
+8% +$39.6K
GOOG icon
62
Alphabet (Google) Class C
GOOG
$4.36T
$527K 0.08%
2,165
+791
+58% +$166K
ORCL icon
63
Oracle
ORCL
$374B
$508K 0.08%
1,808
+7
+0.4% +$1.78K
ABT icon
64
Abbott
ABT
$183B
$464K 0.07%
3,461
-28
-0.8% -$3.68K
HPQ icon
65
HP
HPQ
$24.9B
$452K 0.07%
16,608
-1,025
-6% -$27.3K
SLV icon
66
iShares Silver Trust
SLV
$28B
$451K 0.07%
10,636
– –
IBM icon
67
IBM
IBM
$211B
$425K 0.06%
1,508
-33
-2% -$8.64K
PM icon
68
Philip Morris
PM
$297B
$420K 0.06%
2,588
-93
-3% -$15.6K
JPM icon
69
JPMorgan Chase
JPM
$935B
$378K 0.06%
1,198
+59
+5% +$17.5K
IYW icon
70
iShares US Technology ETF
IYW
$23.6B
$363K 0.05%
1,853
+49
+3% +$8.96K
ACN icon
71
Accenture
ACN
$102B
$352K 0.05%
1,429
-206
-13% -$53.7K
CSCO icon
72
Cisco
CSCO
$457B
$337K 0.05%
4,923
+1,028
+26% +$70.1K
MRK icon
73
Merck
MRK
$322B
$336K 0.05%
4,004
-722
-15% -$59.5K
CAT icon
74
Caterpillar
CAT
$375B
$322K 0.05%
675
+24
+4% +$10.2K
COF icon
75
Capital One
COF
$128B
$313K 0.05%
1,470
+2
+0.1% +$438
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 Q3 2025 Portfolio in Review

As of Q3 2025, Human Investing held 98 positions worth $677M, up 6.6% from $635M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q3 2025 filing shows 2 new, 45 increased, 39 reduced and 7 closed positions. Its largest new stake was Schwab US Mid-Cap ETF: 7,189 shares worth $213K. The largest sale was Vanguard S&P 500 ETF, an estimated $1.38M.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q3 2025 buy was Schwab US Mid-Cap ETF: 7,189 shares worth $213K.
  • Human Investing added most to Vanguard Short-Term Bond ETF in Q3 2025, an estimated $3.22M increase.
  • Human Investing's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.38M.
  • Human Investing fully exited State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025, selling an estimated $526K.
  • Human Investing's ten largest holdings make up 73% of its $677M portfolio in Q3 2025.
  • Human Investing opened 2 new positions and closed 7 in Q3 2025.
  • Human Investing's portfolio value rose 6.6% quarter-over-quarter to $677M.

Based on Human Investing's 13F filing for Q3 2025, filed 3 Nov 2025.