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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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$979B
$152M 26.77%
295,838
+13,052
+5% +$7.06M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$229B
$59.8M 10.52%
1,175,861
+47,843
+4% +$2.42M
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$80.9B
$32M 5.63%
247,882
+5,377
+2% +$704K
VIG icon
4
Vanguard Dividend Appreciation ETF
VIG
$111B
$31.5M 5.55%
162,615
+4,090
+3% +$813K
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.7B
$30.7M 5.4%
391,555
+20,204
+5% +$1.57M
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$122B
$29.2M 5.14%
500,277
+20,633
+4% +$1.28M
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$81.9B
$25.6M 4.5%
523,725
+29,558
+6% +$1.45M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$872B
$21.2M 3.73%
37,668
-441
-1% -$260K
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$17M 2.99%
221,810
+13,148
+6% +$992K
VGSH icon
10
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$15.6M 2.75%
266,081
+14,390
+6% +$840K
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$15.6M 2.74%
344,282
+12,628
+4% +$568K
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$109B
$15M 2.65%
143,825
+6,687
+5% +$755K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
$14.4M 2.53%
146,659
+11,803
+9% +$1.23M
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$12.8M 2.26%
174,098
+8,407
+5% +$604K
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$11.4M 2.01%
137,662
+3,538
+3% +$294K
VTI icon
16
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$5.82M 1.02%
21,175
+95
+0.5% +$27.6K
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$39.2B
$4.87M 0.86%
53,824
+1,810
+3% +$164K
VSGX icon
18
Vanguard ESG International Stock ETF
VSGX
$6.52B
$4.66M 0.82%
79,064
+6,589
+9% +$390K
AVGO icon
19
Broadcom
AVGO
$1.85T
$4.59M 0.81%
27,422
+31
+0.1% +$6.56K
BND icon
20
Vanguard Total Bond Market
BND
$157B
$4.41M 0.78%
60,082
+830
+1% +$60.2K
VCEB icon
21
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$3.58M 0.63%
56,846
+2,916
+5% +$182K
AAPL icon
22
Apple
AAPL
$4.54T
$3.56M 0.63%
16,016
-164
-1% -$38K
VV icon
23
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$2.94M 0.52%
11,454
-97
-0.8% -$26.3K
VGIT icon
24
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$2.88M 0.51%
48,434
+2,229
+5% +$130K
MSFT icon
25
Microsoft
MSFT
$3.45T
$2.85M 0.5%
7,585
+395
+5% +$161K
1
2 3 4 5

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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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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.