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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
-1.27%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$11.2M
Cap. Flow
+$20.9M
Cap. Flow %
3.71%
Top 10 Hldgs %
71.81%
Holding
332
New
233
Increased
30
Reduced
53
Closed
3

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.25M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.21M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.33M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$918K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$448K
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$326K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$323K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$307K

Sector Composition

Rank Sector Weight
1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
76
Oracle
ORCL
$397B
$299K 0.05%
1,796
– –
IGRO icon
77
iShares International Dividend Growth ETF
IGRO
$1.3B
$292K 0.05%
4,294
-37
-0.9% -$2.64K
GIS icon
78
General Mills
GIS
$19.2B
$286K 0.05%
4,482
-492
-10% -$33K
SLV icon
79
iShares Silver Trust
SLV
$27.7B
$280K 0.05%
10,636
– –
IYW icon
80
iShares US Technology ETF
IYW
$24B
$276K 0.05%
1,732
– –
QQQ icon
81
Invesco QQQ Trust
QQQ
$467B
$272K 0.05%
+532
New +$269K
SBUX icon
82
Starbucks
SBUX
$120B
$268K 0.05%
2,941
-44
-1% -$4.26K
GILD icon
83
Gilead Sciences
GILD
$161B
$258K 0.05%
2,796
-667
-19% -$60.1K
UPS icon
84
United Parcel Service
UPS
$90.5B
$257K 0.05%
2,039
-607
-23% -$79.9K
EIG icon
85
Employers Holdings
EIG
$921M
$253K 0.05%
4,948
-68
-1% -$3.45K
TT icon
86
Trane Technologies
TT
$101B
$252K 0.04%
682
– –
JPM icon
87
JPMorgan Chase
JPM
$937B
$250K 0.04%
1,045
-53
-5% -$12.3K
EMR icon
88
Emerson Electric
EMR
$85.3B
$240K 0.04%
1,941
-79
-4% -$9.58K
COF icon
89
Capital One
COF
$132B
$240K 0.04%
1,344
-33
-2% -$5.71K
IVW icon
90
iShares S&P 500 Growth ETF
IVW
$75.2B
$221K 0.04%
2,173
-354
-14% -$35.3K
MCO icon
91
Moody's
MCO
$83B
$218K 0.04%
461
– –
LMT icon
92
Lockheed Martin
LMT
$134B
$216K 0.04%
444
-26
-6% -$14.2K
CAT icon
93
Caterpillar
CAT
$380B
$209K 0.04%
576
-3
-0.5% -$1.16K
FTNT icon
94
Fortinet
FTNT
$121B
$205K 0.04%
+2,171
New +$193K
IVE icon
95
iShares S&P 500 Value ETF
IVE
$49.2B
$202K 0.04%
1,060
-219
-17% -$43.4K
WM icon
96
Waste Management
WM
$90.4B
$201K 0.04%
995
-3
-0.3% -$644
UL icon
97
Unilever
UL
$138B
$171K 0.03%
2,680
-1,217
-31% -$82.2K
RTX icon
98
RTX Corp
RTX
$290B
$169K 0.03%
+1,464
New +$177K
V icon
99
Visa
V
$685B
$154K 0.03%
+487
New +$146K
URI icon
100
United Rentals
URI
$68.6B
$149K 0.03%
+211
New +$172K
2 3
4
5 6

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WI
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CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
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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 2024 Portfolio in Review

As of Q4 2024, Human Investing held 332 positions worth $564M, up 2% from $553M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Human Investing deployed $20.9M of net new capital in Q4 2024, opening 233 new positions and adding to 30 existing holdings. Its largest new stake was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.

By sector, the portfolio is most concentrated in Technology at 3.7% of assets, up from 3.5% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Broadcom, an estimated $448K trimmed.

  • Human Investing's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $5.25M increase.
  • Human Investing's biggest Q4 2024 reduction was Broadcom, cutting an estimated $448K.
  • Human Investing fully exited Colgate-Palmolive in Q4 2024, selling an estimated $312K.
  • Human Investing's ten largest holdings make up 72% of its $564M portfolio in Q4 2024.
  • Human Investing opened 233 new positions and closed 3 in Q4 2024.
  • Human Investing's portfolio value rose 2% quarter-over-quarter to $564M.

Based on Human Investing's 13F filing for Q4 2024, filed 31 Jan 2025.