HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.41M
3
+$2.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.07M

Top Sells

1
+$258K
2
+$228K
3
+$208K
4
NKE icon
Nike
NKE
+$149K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$131K

Sector Composition

1 Technology 3.25%
2 Healthcare 1.38%
3 Consumer Discretionary 1.03%
4 Financials 0.54%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$778B
$176M 27.74%
309,574
+13,736
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$180B
$69.4M 10.93%
1,218,237
+42,376
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$64.7B
$33.4M 5.27%
250,700
+2,818
VIG icon
4
Vanguard Dividend Appreciation ETF
VIG
$98B
$33.4M 5.26%
163,236
+621
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$33.1M 5.21%
533,142
+32,865
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$38.8B
$31.9M 5.02%
405,079
+13,524
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$69.6B
$27M 4.25%
545,326
+21,601
IVV icon
8
iShares Core S&P 500 ETF
IVV
$679B
$24.4M 3.84%
39,310
+1,642
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$25B
$17.8M 2.81%
230,456
+8,646
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$17.7M 2.79%
357,736
+13,454
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$85.1B
$16.7M 2.63%
152,932
+9,107
ESGV icon
12
Vanguard ESG US Stock ETF
ESGV
$11.9B
$16.5M 2.6%
150,010
+3,351
VGSH icon
13
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$16.2M 2.55%
275,354
+9,273
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$13.9M 2.19%
173,234
-864
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
$12.3M 1.93%
136,204
-1,458
AVGO icon
16
Broadcom
AVGO
$1.71T
$7.55M 1.19%
27,406
-16
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$557B
$6.58M 1.04%
21,652
+477
VV icon
18
Vanguard Large-Cap ETF
VV
$47.4B
$5.59M 0.88%
19,560
+8,106
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$5.26B
$5.14M 0.81%
78,660
-404
VNQ icon
20
Vanguard Real Estate ETF
VNQ
$33.3B
$4.72M 0.74%
53,050
-774
BND icon
21
Vanguard Total Bond Market
BND
$137B
$4.68M 0.74%
63,615
+3,533
MSFT icon
22
Microsoft
MSFT
$3.84T
$3.8M 0.6%
7,636
+51
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$907M
$3.73M 0.59%
58,888
+2,042
AAPL icon
24
Apple
AAPL
$3.98T
$3.33M 0.53%
16,246
+230
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$2.97M 0.47%
49,646
+1,212
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