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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
DEM icon
101
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.92B
– –
-1,193
Closed -$48.3K
DFAC icon
102
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
– –
-16,945
Closed -$586K
DLN icon
103
WisdomTree US LargeCap Dividend Fund
DLN
$6.3B
– –
-650
Closed -$50.6K
DTD icon
104
WisdomTree US Total Dividend Fund
DTD
$1.67B
– –
-57
Closed -$4.33K
DXJ icon
105
WisdomTree Japan Hedged Equity Fund
DXJ
$7.06B
– –
-370
Closed -$40.8K
EAGG icon
106
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
– –
-1,839
Closed -$85.4K
EBND icon
107
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
– –
-124
Closed -$2.42K
EFIV icon
108
State Street SPDR S&P 500 ESG ETF
EFIV
$1.02B
– –
-684
Closed -$38.6K
EFV icon
109
iShares MSCI EAFE Value ETF
EFV
$29B
– –
-217
Closed -$11.4K
ETN icon
110
Eaton
ETN
$170B
– –
-421
Closed -$140K
FNDA icon
111
Schwab Fundamental US Small Company Index ETF
FNDA
$9.27B
– –
-312
Closed -$9.27K
FNDC icon
112
Schwab Fundamental International Small Company Index ETF
FNDC
$3.07B
– –
-139
Closed -$4.75K
FNDE icon
113
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.73B
– –
-329
Closed -$9.56K
FNDX icon
114
Schwab Fundamental US Large Company Index ETF
FNDX
$27B
– –
-648
Closed -$15.3K
FNDF icon
115
Schwab Fundamental International Large Company Index ETF
FNDF
$25B
– –
-220
Closed -$7.31K
FTNT icon
116
Fortinet
FTNT
$120B
– –
-2,171
Closed -$205K
FWONK icon
117
Liberty Media Series C
FWONK
$24.5B
– –
-34
Closed -$3.15K
GDX icon
118
VanEck Gold Miners ETF
GDX
$23.2B
– –
-32
Closed -$1.09K
GDXJ icon
119
VanEck Junior Gold Miners ETF
GDXJ
$7.09B
– –
-50
Closed -$2.14K
GRMN
120
Garmin
GRMN
$58.8B
– –
-4
Closed -$826
GSG icon
121
iShares S&P GSCI Commodity-Indexed Trust
GSG
$971M
– –
-1,100
Closed -$23.9K
IBIT icon
122
iShares Bitcoin Trust
IBIT
$47B
– –
-352
Closed -$18.7K
ICL icon
123
ICL Group
ICL
$6.56B
– –
-105
Closed -$521
IEUS icon
124
iShares MSCI Europe Small-Cap ETF
IEUS
$181M
– –
-223
Closed -$12K
IUSB icon
125
iShares Core Universal USD Bond ETF
IUSB
$43B
– –
-13
Closed -$588
3 4
5
6 7

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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 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.