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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
TSM icon
151
TSMC
TSM
$2.08T
$41.1K 0.01%
+208
New +$40.3K
DXJ icon
152
WisdomTree Japan Hedged Equity Fund
DXJ
$7.01B
$40.8K 0.01%
+370
New +$40.5K
NGVC icon
153
Vitamin Cottage Natural Grocers
NGVC
$759M
$39.8K 0.01%
+1,002
New +$34.7K
LH icon
154
Labcorp
LH
$25.2B
$38.8K 0.01%
+169
New +$38.8K
EFIV icon
155
State Street SPDR S&P 500 ESG ETF
EFIV
$1.01B
$38.6K 0.01%
+684
New +$39K
PEP icon
156
PepsiCo
PEP
$192B
$38.6K 0.01%
+254
New +$41.6K
CB icon
157
Chubb
CB
$135B
$36.5K 0.01%
+132
New +$37.5K
SCHD icon
158
Schwab US Dividend Equity ETF
SCHD
$105B
$32.5K 0.01%
+1,191
New +$33.9K
SPTM icon
159
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$31.6K 0.01%
+443
New +$31.9K
SHEL icon
160
Shell
SHEL
$252B
$31.3K 0.01%
+500
New +$32.8K
STE icon
161
Steris
STE
$22.8B
$31.2K 0.01%
+152
New +$33.3K
SRE icon
162
Sempra
SRE
$57.4B
$30.8K 0.01%
+351
New +$30.7K
PSX icon
163
Phillips 66
PSX
$83.2B
$30.1K 0.01%
+264
New +$33.6K
SPGI icon
164
S&P Global
SPGI
$124B
$30K 0.01%
+60
New +$30.4K
SCHE icon
165
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$28.7K 0.01%
+1,078
New +$30.4K
SCHG icon
166
Schwab US Large-Cap Growth ETF
SCHG
$60.7B
$28.6K 0.01%
+1,025
New +$28K
VUG icon
167
Vanguard Morningstar Growth ETF
VUG
$223B
$27.9K ﹤0.01%
+408
New +$27.4K
COWZ icon
168
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$27K ﹤0.01%
+478
New +$28K
XYZ
169
Block Inc
XYZ
$48.8B
$26.6K ﹤0.01%
+313
New +$25.7K
XLV icon
170
State Street Health Care Select Sector SPDR ETF
XLV
$42B
$26.4K ﹤0.01%
+192
New +$28.1K
SLF icon
171
Sun Life Financial
SLF
$46.3B
$26.1K ﹤0.01%
+440
New +$26K
MELI icon
172
Mercado Libre
MELI
$97.2B
$25.5K ﹤0.01%
+15
New +$29.2K
NVS icon
173
Novartis
NVS
$295B
$25.5K ﹤0.01%
+262
New +$27.9K
MSI icon
174
Motorola Solutions
MSI
$73.2B
$24.5K ﹤0.01%
+53
New +$25.1K
IXUS icon
175
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$24.2K ﹤0.01%
+366
New +$25.4K
5 6
7
8 9

Similar funds

WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
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 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.