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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
+8.17%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$635M
AUM Growth
+$67M
Cap. Flow
+$22.1M
Cap. Flow %
3.49%
Top 10 Hldgs %
73.12%
Holding
98
New
7
Increased
48
Reduced
32
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.22M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M
3
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$2.14M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.93M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M

Top Sells

Rank Stock Value
1
KMB icon
Kimberly-Clark
KMB
+$258K
2
GIS icon
General Mills
GIS
+$228K
3
HRB icon
H&R Block
HRB
+$219K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$129K
5
NKE icon
Nike
NKE
+$126K

Sector Composition

Rank Sector Weight
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
$979B
$176M 27.74%
309,574
+13,736
+5% +$7.22M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$229B
$69.4M 10.93%
1,218,237
+42,376
+4% +$2.27M
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$80.9B
$33.4M 5.27%
250,700
+2,818
+1% +$357K
VIG icon
4
Vanguard Dividend Appreciation ETF
VIG
$111B
$33.4M 5.26%
163,236
+621
+0.4% +$120K
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
$33.1M 5.21%
533,142
+32,865
+7% +$1.93M
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$44.7B
$31.9M 5.02%
405,079
+13,524
+3% +$1.06M
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$81.9B
$27M 4.25%
545,326
+21,601
+4% +$1.06M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$872B
$24.4M 3.84%
39,310
+1,642
+4% +$943K
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$17.8M 2.81%
230,456
+8,646
+4% +$659K
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$17.7M 2.79%
357,736
+13,454
+4% +$624K
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$109B
$16.7M 2.63%
152,932
+9,107
+6% +$941K
ESGV icon
12
Vanguard ESG US Stock ETF
ESGV
$13.1B
$16.5M 2.6%
150,010
+3,351
+2% +$338K
VGSH icon
13
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$16.2M 2.55%
275,354
+9,273
+3% +$543K
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$13.9M 2.19%
173,234
-864
-0.5% -$66.1K
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$12.3M 1.93%
136,204
-1,458
-1% -$126K
AVGO icon
16
Broadcom
AVGO
$1.85T
$7.55M 1.19%
27,406
-16
-0.1% -$3.47K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$6.58M 1.04%
21,652
+477
+2% +$134K
VV icon
18
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$5.59M 0.88%
19,560
+8,106
+71% +$2.14M
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$6.52B
$5.14M 0.81%
78,660
-404
-0.5% -$24.9K
VNQ icon
20
Vanguard Real Estate ETF
VNQ
$39.2B
$4.72M 0.74%
53,050
-774
-1% -$68.3K
BND icon
21
Vanguard Total Bond Market
BND
$157B
$4.68M 0.74%
63,615
+3,533
+6% +$257K
MSFT icon
22
Microsoft
MSFT
$3.45T
$3.8M 0.6%
7,636
+51
+0.7% +$22.1K
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$3.73M 0.59%
58,888
+2,042
+4% +$127K
AAPL icon
24
Apple
AAPL
$4.54T
$3.33M 0.53%
16,246
+230
+1% +$46.4K
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$2.97M 0.47%
49,646
+1,212
+3% +$71.7K
1
2 3 4

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Human Investing held 98 positions worth $635M, up 12% from $568M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing deployed $22.1M of net new capital in Q2 2025, opening 7 new positions and adding to 48 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, up from 3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was H&R Block, an estimated $219K trimmed.

  • Human Investing's largest Q2 2025 buy was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $7.22M increase.
  • Human Investing's biggest Q2 2025 reduction was H&R Block, cutting an estimated $219K.
  • Human Investing fully exited Kimberly-Clark in Q2 2025, selling an estimated $258K.
  • Human Investing's ten largest holdings make up 73% of its $635M portfolio in Q2 2025.
  • Human Investing opened 7 new positions and closed 2 in Q2 2025.
  • Human Investing's portfolio value rose 12% quarter-over-quarter to $635M.

Based on Human Investing's 13F filing for Q2 2025, filed 4 Aug 2025.