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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
+2.08%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$708M
AUM Growth
+$31.3M
Cap. Flow
+$18.4M
Cap. Flow %
2.59%
Top 10 Hldgs %
73.47%
Holding
99
New
8
Increased
40
Reduced
45
Closed
4

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.12M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.14M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.82M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.58M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.36M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$633K
2
AVGO icon
Broadcom
AVGO
+$561K
3
URI icon
United Rentals
URI
+$298K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
5
GILD icon
Gilead Sciences
GILD
+$269K

Sector Composition

Rank Sector Weight
1 Technology 3.31%
2 Healthcare 1.25%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CATH icon
51
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$786K 0.11%
9,555
-3
-0% -$246
HDV
52
iShares Core High Dividend ETF
HDV
$14.5B
$718K 0.1%
29,505
+2,310
+8% +$56.2K
JNJ icon
53
Johnson & Johnson
JNJ
$618B
$689K 0.1%
3,331
-237
-7% -$46.9K
QCOM icon
54
Qualcomm
QCOM
$155B
$674K 0.1%
3,939
-426
-10% -$73K
GOOG icon
55
Alphabet (Google) Class C
GOOG
$4.36T
$632K 0.09%
2,013
-152
-7% -$43.5K
GLD icon
56
SPDR Gold Trust
GLD
$131B
$630K 0.09%
1,589
+7
+0.4% +$2.67K
MCD icon
57
McDonald's
MCD
$192B
$606K 0.09%
1,983
-245
-11% -$75K
VO icon
58
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$602K 0.09%
8,300
+1,116
+16% +$81.2K
SPYX icon
59
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
$580K 0.08%
+10,329
New +$575K
IGRO icon
60
iShares International Dividend Growth ETF
IGRO
$1.3B
$569K 0.08%
6,875
+172
+3% +$13.9K
INTC icon
61
Intel
INTC
$455B
$531K 0.08%
+14,399
New +$544K
NVDA icon
62
NVIDIA
NVDA
$4.86T
$530K 0.07%
2,842
-497
-15% -$92.5K
SCHH icon
63
Schwab US REIT ETF
SCHH
$11.5B
$520K 0.07%
24,891
+306
+1% +$6.49K
PAYX icon
64
Paychex
PAYX
$41.6B
$496K 0.07%
4,424
-271
-6% -$31.7K
TXN icon
65
Texas Instruments
TXN
$252B
$489K 0.07%
2,818
-131
-4% -$22.4K
IBM icon
66
IBM
IBM
$211B
$448K 0.06%
1,513
+5
+0.3% +$1.5K
MRK icon
67
Merck
MRK
$322B
$444K 0.06%
4,221
+217
+5% +$20.4K
ABT icon
68
Abbott
ABT
$183B
$423K 0.06%
3,375
-86
-2% -$11K
PM icon
69
Philip Morris
PM
$297B
$409K 0.06%
2,552
-36
-1% -$5.58K
TMO icon
70
Thermo Fisher Scientific
TMO
$213B
$383K 0.05%
+660
New +$373K
CAT icon
71
Caterpillar
CAT
$375B
$376K 0.05%
656
-19
-3% -$10.6K
JPM icon
72
JPMorgan Chase
JPM
$935B
$372K 0.05%
1,155
-43
-4% -$13.3K
IYW icon
73
iShares US Technology ETF
IYW
$23.6B
$366K 0.05%
1,834
-19
-1% -$3.8K
CSCO icon
74
Cisco
CSCO
$457B
$356K 0.05%
4,617
-306
-6% -$22.7K
ACN icon
75
Accenture
ACN
$102B
$349K 0.05%
1,300
-129
-9% -$32.8K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Human Investing held 99 positions worth $708M, up 4.6% from $677M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q4 2025 filing shows 8 new, 40 increased, 45 reduced and 4 closed positions. Its largest new stake was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K. The largest sale was Vanguard Dividend Appreciation ETF, an estimated $633K.

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

  • Human Investing's largest Q4 2025 buy was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $6.12M increase.
  • Human Investing's biggest Q4 2025 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $633K.
  • Human Investing fully exited United Rentals in Q4 2025, selling an estimated $298K.
  • Human Investing's ten largest holdings make up 73% of its $708M portfolio in Q4 2025.
  • Human Investing opened 8 new positions and closed 4 in Q4 2025.
  • Human Investing's portfolio value rose 4.6% quarter-over-quarter to $708M.

Based on Human Investing's 13F filing for Q4 2025, filed 27 Jan 2026.