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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
-1.16%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
+$13.1M
Cap. Flow %
2.31%
Top 10 Hldgs %
72.98%
Holding
330
New
1
Increased
45
Reduced
35
Closed
239

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.06M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.42M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$586K
2
TSLA icon
Tesla
TSLA
+$442K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$260K
5
UPS icon
United Parcel Service
UPS
+$257K

Sector Composition

Rank Sector Weight
1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
76
iShares US Technology ETF
IYW
$24.1B
$269K 0.05%
1,916
+184
+11% +$28.7K
KMB icon
77
Kimberly-Clark
KMB
$35.7B
$258K 0.05%
1,813
-568
-24% -$76.5K
AGG icon
78
iShares Core US Aggregate Bond ETF
AGG
$137B
$258K 0.05%
+2,605
New +$255K
COF icon
79
Capital One
COF
$134B
$257K 0.05%
1,432
+88
+7% +$16.6K
ORCL icon
80
Oracle
ORCL
$409B
$252K 0.04%
1,799
+3
+0.2% +$488
EIG icon
81
Employers Holdings
EIG
$910M
$249K 0.04%
4,919
-29
-0.6% -$1.44K
IVE icon
82
iShares S&P 500 Value ETF
IVE
$49.3B
$244K 0.04%
1,280
+220
+21% +$42.6K
IVW icon
83
iShares S&P 500 Growth ETF
IVW
$75.5B
$241K 0.04%
2,597
+424
+20% +$42.7K
CAT icon
84
Caterpillar
CAT
$382B
$231K 0.04%
699
+123
+21% +$43.8K
WM icon
85
Waste Management
WM
$90.5B
$230K 0.04%
995
– –
TT icon
86
Trane Technologies
TT
$101B
$230K 0.04%
682
– –
GIS icon
87
General Mills
GIS
$19.2B
$228K 0.04%
3,821
-661
-15% -$39.7K
EMR icon
88
Emerson Electric
EMR
$86.7B
$228K 0.04%
2,083
+142
+7% +$17.1K
SBUX icon
89
Starbucks
SBUX
$118B
$223K 0.04%
2,278
-663
-23% -$68.5K
MCO icon
90
Moody's
MCO
$83.7B
$214K 0.04%
461
– –
GOOG icon
91
Alphabet (Google) Class C
GOOG
$4.56T
$212K 0.04%
1,354
-304
-18% -$55.7K
ACGL icon
92
Arch Capital
ACGL
$34.5B
– –
-82
Closed -$7.57K
ALC icon
93
Alcon
ALC
$34.2B
– –
-17
Closed -$1.44K
ASML icon
94
ASML
ASML
$631B
– –
-8
Closed -$5.68K
BBHY icon
95
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$615M
– –
-150
Closed -$6.91K
BBRE icon
96
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.28B
– –
-12
Closed -$1.12K
CB icon
97
Chubb
CB
$134B
– –
-132
Closed -$36.5K
COWZ icon
98
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
– –
-478
Closed -$27K
CRH icon
99
CRH
CRH
$65.6B
– –
-239
Closed -$22.1K
CRM icon
100
Salesforce
CRM
$152B
– –
-7
Closed -$2.34K
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
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 Q1 2025 Portfolio in Review

As of Q1 2025, Human Investing held 330 positions worth $568M, up 0.71% from $564M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q1 2025 filing shows 1 new, 45 increased, 35 reduced and 239 closed positions. Its largest new stake was iShares Core US Aggregate Bond ETF: 2,605 shares worth $258K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $586K.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.7% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q1 2025 buy was iShares Core US Aggregate Bond ETF: 2,605 shares worth $258K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $7.06M increase.
  • Human Investing's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $260K.
  • Human Investing fully exited Dimensional US Core Equity 2 ETF in Q1 2025, selling an estimated $586K.
  • Human Investing's ten largest holdings make up 73% of its $568M portfolio in Q1 2025.
  • Human Investing opened 1 new position and closed 239 in Q1 2025.
  • Human Investing's portfolio value rose 0.71% quarter-over-quarter to $568M.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.