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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
+5.92%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
+$5.75M
Cap. Flow %
0.85%
Top 10 Hldgs %
73.41%
Holding
98
New
2
Increased
45
Reduced
39
Closed
7

Top Buys

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.22M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.95M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.38M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$710K
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

Rank Sector Weight
1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INFY icon
76
Infosys
INFY
$48.7B
$307K 0.05%
18,883
-2,431
-11% -$41.9K
URI icon
77
United Rentals
URI
$67.2B
$298K 0.04%
312
+1
+0.3% +$891
DMXF icon
78
iShares ESG Advanced MSCI EAFE ETF
DMXF
$992M
$277K 0.04%
3,661
+648
+22% +$48.2K
EMR icon
79
Emerson Electric
EMR
$83.9B
$274K 0.04%
2,087
+4
+0.2% +$545
GILD icon
80
Gilead Sciences
GILD
$162B
$269K 0.04%
2,425
+6
+0.2% +$682
META icon
81
Meta Platforms (Facebook)
META
$1.42T
$265K 0.04%
360
+38
+12% +$28.3K
PG icon
82
Procter & Gamble
PG
$336B
$259K 0.04%
1,688
+5
+0.3% +$781
RTX icon
83
RTX Corp
RTX
$290B
$248K 0.04%
1,483
+19
+1% +$2.95K
TSLA icon
84
Tesla
TSLA
$1.23T
$246K 0.04%
+553
New +$192K
IVW icon
85
iShares S&P 500 Growth ETF
IVW
$73.8B
$246K 0.04%
2,034
+2
+0.1% +$230
QQQ icon
86
Invesco QQQ Trust
QQQ
$461B
$237K 0.03%
394
+5
+1% +$2.86K
DOX icon
87
Amdocs
DOX
$5.92B
$234K 0.03%
2,855
-412
-13% -$35.7K
WM icon
88
Waste Management
WM
$90.6B
$220K 0.03%
997
+2
+0.2% +$450
MCO icon
89
Moody's
MCO
$82.8B
$220K 0.03%
462
+1
+0.2% +$504
IVE icon
90
iShares S&P 500 Value ETF
IVE
$49B
$215K 0.03%
1,042
-4
-0.4% -$803
SCHM icon
91
Schwab US Mid-Cap ETF
SCHM
$14.5B
$213K 0.03%
+7,189
New +$209K
AGG icon
92
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
-2,445
Closed -$243K
EIG icon
93
Employers Holdings
EIG
$908M
– –
-4,919
Closed -$232K
NFLX icon
94
Netflix
NFLX
$299B
– –
-1,760
Closed -$236K
SBUX icon
95
Starbucks
SBUX
$120B
– –
-2,366
Closed -$217K
SPYX icon
96
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
– –
-10,329
Closed -$526K
TMO icon
97
Thermo Fisher Scientific
TMO
$213B
– –
-652
Closed -$264K
TT icon
98
Trane Technologies
TT
$100B
– –
-682
Closed -$298K
1 2 3
4

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Human Investing held 98 positions worth $677M, up 6.6% from $635M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q3 2025 filing shows 2 new, 45 increased, 39 reduced and 7 closed positions. Its largest new stake was Schwab US Mid-Cap ETF: 7,189 shares worth $213K. The largest sale was Vanguard S&P 500 ETF, an estimated $1.38M.

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

  • Human Investing's largest Q3 2025 buy was Schwab US Mid-Cap ETF: 7,189 shares worth $213K.
  • Human Investing added most to Vanguard Short-Term Bond ETF in Q3 2025, an estimated $3.22M increase.
  • Human Investing's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.38M.
  • Human Investing fully exited State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025, selling an estimated $526K.
  • Human Investing's ten largest holdings make up 73% of its $677M portfolio in Q3 2025.
  • Human Investing opened 2 new positions and closed 7 in Q3 2025.
  • Human Investing's portfolio value rose 6.6% quarter-over-quarter to $677M.

Based on Human Investing's 13F filing for Q3 2025, filed 3 Nov 2025.