HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$777B
$152M 26.77%
295,838
+13,052
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$179B
$59.8M 10.52%
1,175,861
+47,843
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$65.1B
$32M 5.63%
247,882
+5,377
VIG icon
4
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$31.5M 5.55%
162,615
+4,090
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$38.9B
$30.7M 5.4%
391,555
+20,204
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$29.2M 5.14%
500,277
+20,633
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$69.8B
$25.6M 4.5%
523,725
+29,558
IVV icon
8
iShares Core S&P 500 ETF
IVV
$677B
$21.2M 3.73%
37,668
-441
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
$17M 2.99%
221,810
+13,148
VGSH icon
10
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$15.6M 2.75%
266,081
+14,390
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$15.6M 2.74%
344,282
+12,628
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$15M 2.65%
143,825
+6,687
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.8B
$14.4M 2.53%
146,659
+11,803
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$12.8M 2.26%
174,098
+8,407
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$8.51B
$11.4M 2.01%
137,662
+3,538
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$556B
$5.82M 1.02%
21,175
+95
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$33.4B
$4.87M 0.86%
53,824
+1,810
VSGX icon
18
Vanguard ESG International Stock ETF
VSGX
$5.25B
$4.66M 0.82%
79,064
+6,589
AVGO icon
19
Broadcom
AVGO
$1.75T
$4.59M 0.81%
27,422
+31
BND icon
20
Vanguard Total Bond Market
BND
$137B
$4.41M 0.78%
60,082
+830
VCEB icon
21
Vanguard ESG US Corporate Bond ETF
VCEB
$912M
$3.58M 0.63%
56,846
+2,916
AAPL icon
22
Apple
AAPL
$4T
$3.56M 0.63%
16,016
-164
VV icon
23
Vanguard Large-Cap ETF
VV
$47.3B
$2.94M 0.52%
11,454
-97
VGIT icon
24
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.1B
$2.88M 0.51%
48,434
+2,229
MSFT icon
25
Microsoft
MSFT
$3.85T
$2.85M 0.5%
7,585
+395
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