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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$723K
3
+$661K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Top Sells

1
+$2.48M
2
+$2.18M
3
+$2.12M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M

Sector Composition

1 Technology 3.1%
2 Healthcare 1.18%
3 Consumer Discretionary 0.73%
4 Financials 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
76
Schwab International Equity ETF
SCHF
$67.4B
$309K 0.05%
12,484
+530
QQQ icon
77
Invesco QQQ Trust
QQQ
$489B
$306K 0.04%
531
+138
TT icon
78
Trane Technologies
TT
$107B
$297K 0.04%
712
+30
XOM icon
79
Exxon Mobil
XOM
$571B
$281K 0.04%
+1,659
DMXF icon
80
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.2B
$272K 0.04%
3,607
-27
TSLA icon
81
Tesla
TSLA
$1.5T
$265K 0.04%
712
+134
ORCL icon
82
Oracle
ORCL
$530B
$255K 0.04%
1,736
+122
META icon
83
Meta Platforms (Facebook)
META
$1.47T
$254K 0.04%
444
+105
RTX icon
84
RTX Corp
RTX
$250B
$252K 0.04%
1,304
+55
HPQ icon
85
HP
HPQ
$21.5B
$251K 0.04%
13,092
-1,994
ACN icon
86
Accenture
ACN
$78.6B
$244K 0.04%
1,233
-67
IVW icon
87
iShares S&P 500 Growth ETF
IVW
$74.8B
$243K 0.04%
2,149
-44
SBUX icon
88
Starbucks
SBUX
$115B
$237K 0.03%
2,644
+48
COF icon
89
Capital One
COF
$125B
$225K 0.03%
1,231
-11
SCHM icon
90
Schwab US Mid-Cap ETF
SCHM
$14.9B
$223K 0.03%
7,216
+320
WM icon
91
Waste Management
WM
$86.2B
$220K 0.03%
957
+15
INFY icon
92
Infosys
INFY
$42.8B
$219K 0.03%
16,192
-1,927
GILD icon
93
Gilead Sciences
GILD
$154B
$207K 0.03%
+1,484
EAGG icon
94
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.85B
$203K 0.03%
+4,261
IVE icon
95
iShares S&P 500 Value ETF
IVE
$47.3B
$202K 0.03%
957
-114
SCHP icon
96
Schwab US TIPS ETF
SCHP
$15.6B
$52.2K 0.01%
+1,961
BLV icon
97
Vanguard Long-Term Bond ETF
BLV
$5.88B
– –
-16,303
EMR icon
98
Emerson Electric
EMR
$84.4B
– –
-2,071
MCO icon
99
Moody's
MCO
$78.7B
– –
-392
ZBRA icon
100
Zebra Technologies
ZBRA
$11.2B
– –
-948
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