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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
-10.05%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$240M
AUM Growth
–
Cap. Flow
+$253M
Cap. Flow %
105.6%
Top 10 Hldgs %
38.01%
Holding
420
New
419
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.9M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$21.1M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.57M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.73M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 10.84%
2 Consumer Discretionary 10.4%
3 Technology 9.93%
4 Consumer Staples 6.25%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
76
Cadence Design Systems
CDNS
$93.6B
$1.02M 0.43%
+23,461
New +$1.02M
PGR icon
77
Progressive
PGR
$123B
$1.01M 0.42%
+16,773
New +$1.12M
MTD icon
78
Mettler-Toledo International
MTD
$28.6B
$1M 0.42%
+1,771
New +$1.03M
VSGX icon
79
Vanguard ESG International Stock ETF
VSGX
$6.52B
$981K 0.41%
+22,049
New +$1.03M
K
80
DELISTED
Kellanova
K
$936K 0.39%
+17,481
New +$1.06M
MCO icon
81
Moody's
MCO
$82.8B
$924K 0.39%
+6,597
New +$995K
GIS icon
82
General Mills
GIS
$19.1B
$915K 0.38%
+23,492
New +$992K
TUP
83
DELISTED
Tupperware Brands Corporation
TUP
$857K 0.36%
+27,138
New +$945K
SCHR
84
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$779K 0.32%
+29,430
New +$764K
PBI icon
85
Pitney Bowes
PBI
$2.4B
$778K 0.32%
+131,614
New +$948K
IVE icon
86
iShares S&P 500 Value ETF
IVE
$49B
$738K 0.31%
+4,300
New +$470K
IXUS icon
87
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$707K 0.29%
+13,460
New +$747K
EEM icon
88
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$697K 0.29%
+17,853
New +$715K
SCHM icon
89
Schwab US Mid-Cap ETF
SCHM
$14.5B
$685K 0.29%
+42,873
New +$749K
VTEB icon
90
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$616K 0.26%
+12,062
New +$608K
IJJ icon
91
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$601K 0.25%
+8,694
New +$665K
SCHO icon
92
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$512K 0.21%
+20,522
New +$509K
VO icon
93
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$494K 0.21%
+14,300
New +$537K
PEP icon
94
PepsiCo
PEP
$190B
$445K 0.19%
+4,028
New +$454K
EFA icon
95
iShares MSCI EAFE ETF
EFA
$78B
$418K 0.17%
+7,115
New +$444K
USB icon
96
US Bancorp
USB
$98.2B
$418K 0.17%
+9,156
New +$471K
GOOGL icon
97
Alphabet (Google) Class A
GOOGL
$4.36T
$332K 0.14%
+6,360
New +$344K
SCHA icon
98
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$331K 0.14%
+21,820
New +$369K
AMGN icon
99
Amgen
AMGN
$208B
$315K 0.13%
+1,618
New +$316K
BRK.B icon
100
Berkshire Hathaway Class B
BRK.B
$1.1T
$301K 0.13%
+1,472
New +$307K
2 3
4
5 6

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PGA
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SC
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PA
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BPIM
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TCM
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PC
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Human Investing's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for Human Investing, which disclosed 420 positions worth $240M. Its ten largest holdings account for 38% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 88,147 shares worth $22.2M.

By sector, the portfolio is most concentrated in Healthcare at 11% of assets, followed by Consumer Discretionary and Technology.

  • Human Investing's largest Q4 2018 buy was iShares Core S&P 500 ETF: 88,147 shares worth $22.2M.
  • Human Investing's ten largest holdings make up 38% of its $240M portfolio in Q4 2018.
  • Human Investing disclosed 420 positions in Q4 2018, its first 13F filing on record.

Based on Human Investing's 13F filing for Q4 2018, filed 14 Feb 2019.