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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
+5.92%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
+$5.75M
Cap. Flow %
0.85%
Top 10 Hldgs %
73.41%
Holding
98
New
2
Increased
45
Reduced
39
Closed
7

Top Buys

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.22M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.95M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.38M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$710K
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

Rank Sector Weight
1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$979B
$188M 27.8%
307,240
-2,334
-0.8% -$1.38M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$229B
$72.6M 10.72%
1,210,963
-7,274
-0.6% -$424K
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$122B
$36.4M 5.38%
558,021
+24,879
+5% +$1.6M
BSV icon
4
Vanguard Short-Term Bond ETF
BSV
$44.7B
$35.2M 5.2%
446,060
+40,981
+10% +$3.22M
VYM icon
5
Vanguard High Dividend Yield ETF
VYM
$80.9B
$34.7M 5.13%
246,276
-4,424
-2% -$608K
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$111B
$34.6M 5.12%
160,475
-2,761
-2% -$580K
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$81.9B
$29.9M 4.42%
605,085
+59,759
+11% +$2.95M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$878B
$26.7M 3.94%
39,848
+538
+1% +$346K
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$19.5M 2.89%
250,173
+19,717
+9% +$1.53M
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$109B
$19.1M 2.82%
160,591
+7,659
+5% +$881K
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$19M 2.81%
350,668
-7,068
-2% -$364K
VGSH icon
12
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$17.9M 2.65%
304,871
+29,517
+11% +$1.73M
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
$17.2M 2.53%
144,857
-5,153
-3% -$587K
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$13.9M 2.06%
164,670
-8,564
-5% -$710K
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$12.2M 1.8%
136,065
-139
-0.1% -$12.4K
AVGO icon
16
Broadcom
AVGO
$1.85T
$8.8M 1.3%
26,669
-737
-3% -$226K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$6.91M 1.02%
21,064
-588
-3% -$186K
VV icon
18
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$5.92M 0.88%
19,236
-324
-2% -$95.9K
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$6.52B
$5.32M 0.79%
76,723
-1,937
-2% -$130K
VNQ icon
20
Vanguard Real Estate ETF
VNQ
$39.2B
$5.12M 0.76%
55,958
+2,908
+5% +$264K
BND icon
21
Vanguard Total Bond Market
BND
$157B
$5.03M 0.74%
67,644
+4,029
+6% +$297K
AAPL icon
22
Apple
AAPL
$4.54T
$4.29M 0.63%
16,849
+603
+4% +$136K
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$4M 0.59%
62,344
+3,456
+6% +$219K
MSFT icon
24
Microsoft
MSFT
$3.45T
$3.99M 0.59%
7,706
+70
+0.9% +$35.7K
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$3.16M 0.47%
52,570
+2,924
+6% +$175K
1
2 3 4

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SC
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BPIM
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Human Investing's Q3 2025 Portfolio in Review

As of Q3 2025, Human Investing held 98 positions worth $677M, up 6.6% from $635M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q3 2025 filing shows 2 new, 45 increased, 39 reduced and 7 closed positions. Its largest new stake was Schwab US Mid-Cap ETF: 7,189 shares worth $213K. The largest sale was Vanguard S&P 500 ETF, an estimated $1.38M.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q3 2025 buy was Schwab US Mid-Cap ETF: 7,189 shares worth $213K.
  • Human Investing added most to Vanguard Short-Term Bond ETF in Q3 2025, an estimated $3.22M increase.
  • Human Investing's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.38M.
  • Human Investing fully exited State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025, selling an estimated $526K.
  • Human Investing's ten largest holdings make up 73% of its $677M portfolio in Q3 2025.
  • Human Investing opened 2 new positions and closed 7 in Q3 2025.
  • Human Investing's portfolio value rose 6.6% quarter-over-quarter to $677M.

Based on Human Investing's 13F filing for Q3 2025, filed 3 Nov 2025.