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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
PCAR icon
201
PACCAR
PCAR
$69.5B
– –
-41
Closed -$4.26K
PEG icon
202
Public Service Enterprise Group
PEG
$38.2B
– –
-1,176
Closed -$99.4K
PEP icon
203
PepsiCo
PEP
$191B
– –
-254
Closed -$38.6K
PFE icon
204
Pfizer
PFE
$143B
– –
-3,200
Closed -$84.9K
PGR icon
205
Progressive
PGR
$122B
– –
-262
Closed -$62.8K
PII icon
206
Polaris
PII
$4.02B
– –
-239
Closed -$13.8K
PINS icon
207
Pinterest
PINS
$13.5B
– –
-11
Closed -$319
PLD icon
208
Prologis
PLD
$135B
– –
-2
Closed -$212
PNC icon
209
PNC Financial Services
PNC
$100B
– –
-449
Closed -$86.7K
PPG icon
210
PPG Industries
PPG
$25.3B
– –
-400
Closed -$47.8K
PSA icon
211
Public Storage
PSA
$60.9B
– –
-28
Closed -$8.38K
PSX icon
212
Phillips 66
PSX
$82.7B
– –
-264
Closed -$30.1K
PTON icon
213
Peloton Interactive
PTON
$2.79B
– –
-1
Closed -$9
PWR icon
214
Quanta Services
PWR
$102B
– –
-6
Closed -$1.9K
QQQ icon
215
Invesco QQQ Trust
QQQ
$469B
– –
-532
Closed -$272K
RARE icon
216
Ultragenyx Pharmaceutical
RARE
$2.46B
– –
-1,000
Closed -$42.1K
RBA icon
217
RB Global
RBA
$20.9B
– –
-23
Closed -$2.1K
RBLX icon
218
Roblox
RBLX
$26.2B
– –
-222
Closed -$12.8K
REGN icon
219
Regeneron Pharmaceuticals
REGN
$78.2B
– –
-86
Closed -$61.3K
RF icon
220
Regions Financial
RF
$26.9B
– –
-46
Closed -$1.08K
RGLD icon
221
Royal Gold
RGLD
$17.1B
– –
-550
Closed -$72.5K
RHI icon
222
Robert Half
RHI
$3.96B
– –
-10
Closed -$705
ROST icon
223
Ross Stores
ROST
$81.1B
– –
-73
Closed -$11K
RTX icon
224
RTX Corp
RTX
$292B
– –
-1,464
Closed -$169K
RY icon
225
Royal Bank of Canada
RY
$292B
– –
-8
Closed -$965
7 8
9
10 11

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 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.