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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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$979B
$152M 27.02%
282,786
+9,698
+4% +$5.25M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$229B
$53.9M 9.57%
1,128,018
+63,846
+6% +$3.21M
VIG icon
3
Vanguard Dividend Appreciation ETF
VIG
$111B
$31M 5.51%
158,525
+6,847
+5% +$1.37M
VYM icon
4
Vanguard High Dividend Yield ETF
VYM
$80.9B
$30.9M 5.49%
242,505
+10,192
+4% +$1.33M
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
$29.9M 5.3%
479,644
+11,718
+3% +$752K
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$44.7B
$28.7M 5.09%
371,351
+9,198
+3% +$714K
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$81.9B
$24.2M 4.3%
494,167
+18,349
+4% +$918K
IVV icon
8
iShares Core S&P 500 ETF
IVV
$872B
$22.4M 3.98%
38,109
-546
-1% -$323K
IJR icon
9
iShares Core S&P Small-Cap ETF
IJR
$110B
$15.8M 2.8%
137,138
+3,924
+3% +$469K
BIV icon
10
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$15.6M 2.77%
208,662
+5,699
+3% +$433K
VGSH icon
11
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$14.6M 2.6%
251,691
+6,200
+3% +$362K
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$14.6M 2.59%
331,654
+16,559
+5% +$770K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
$14.1M 2.51%
134,856
+4,112
+3% +$431K
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$11.2M 1.99%
165,691
+9,720
+6% +$687K
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$10.7M 1.9%
134,124
+7,481
+6% +$628K
AVGO icon
16
Broadcom
AVGO
$1.85T
$6.35M 1.13%
27,391
-2,421
-8% -$448K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$6.11M 1.08%
21,080
+8
+0% +$2.33K
VNQ icon
18
Vanguard Real Estate ETF
VNQ
$39.2B
$4.63M 0.82%
52,014
+2,539
+5% +$240K
BND icon
19
Vanguard Total Bond Market
BND
$157B
$4.26M 0.76%
59,252
-1,036
-2% -$75.7K
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$6.52B
$4.11M 0.73%
72,475
+3,730
+5% +$220K
AAPL icon
21
Apple
AAPL
$4.54T
$4.05M 0.72%
16,180
-500
-3% -$118K
VCEB icon
22
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$3.34M 0.59%
53,930
+1,089
+2% +$68.8K
VV icon
23
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$3.12M 0.55%
11,551
-1,202
-9% -$326K
MSFT icon
24
Microsoft
MSFT
$3.45T
$3.03M 0.54%
7,190
-248
-3% -$106K
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$2.68M 0.48%
46,205
+1,066
+2% +$62.7K
1
2 3 4 5

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CCA
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PGA
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SC
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PA
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BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
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PC
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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.