HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.95M
3
+$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

1
+$1.38M
2
+$710K
3
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

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
$13B
$666K 0.1%
5,439
+49
JNJ icon
52
Johnson & Johnson
JNJ
$572B
$662K 0.1%
3,568
+225
VB icon
53
Vanguard Small-Cap ETF
VB
$70.7B
$658K 0.1%
2,587
-253
NVDA icon
54
NVIDIA
NVDA
$4.34T
$623K 0.09%
3,339
+102
PAYX icon
55
Paychex
PAYX
$32.9B
$595K 0.09%
4,695
-366
XVV icon
56
iShares ESG Screened S&P 500 ETF
XVV
$625M
$588K 0.09%
11,419
+1,516
GLD icon
57
SPDR Gold Trust
GLD
$161B
$562K 0.08%
1,582
TXN icon
58
Texas Instruments
TXN
$171B
$542K 0.08%
2,949
-39
IGRO icon
59
iShares International Dividend Growth ETF
IGRO
$1.16B
$534K 0.08%
6,703
+339
SCHH icon
60
Schwab US REIT ETF
SCHH
$9.29B
$530K 0.08%
24,585
-572
VO icon
61
Vanguard Mid-Cap ETF
VO
$92.2B
$528K 0.08%
1,796
+138
GOOG icon
62
Alphabet (Google) Class C
GOOG
$3.7T
$527K 0.08%
2,165
+791
ORCL icon
63
Oracle
ORCL
$447B
$508K 0.08%
1,808
+7
ABT icon
64
Abbott
ABT
$186B
$464K 0.07%
3,461
-28
HPQ icon
65
HP
HPQ
$16.9B
$452K 0.07%
16,608
-1,025
SLV icon
66
iShares Silver Trust
SLV
$37.2B
$451K 0.07%
10,636
IBM icon
67
IBM
IBM
$235B
$425K 0.06%
1,508
-33
PM icon
68
Philip Morris
PM
$254B
$420K 0.06%
2,588
-93
JPM icon
69
JPMorgan Chase
JPM
$777B
$378K 0.06%
1,198
+59
IYW icon
70
iShares US Technology ETF
IYW
$18.8B
$363K 0.05%
1,853
+49
ACN icon
71
Accenture
ACN
$125B
$352K 0.05%
1,429
-206
CSCO icon
72
Cisco
CSCO
$310B
$337K 0.05%
4,923
+1,028
MRK icon
73
Merck
MRK
$282B
$336K 0.05%
4,004
-722
CAT icon
74
Caterpillar
CAT
$320B
$322K 0.05%
675
+24
COF icon
75
Capital One
COF
$112B
$313K 0.05%
1,470
+2
1 2
3
4