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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
+2.08%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$708M
AUM Growth
+$31.3M
Cap. Flow
+$18.4M
Cap. Flow %
2.59%
Top 10 Hldgs %
73.47%
Holding
99
New
8
Increased
40
Reduced
45
Closed
4

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.12M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.14M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.82M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.58M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.36M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$633K
2
AVGO icon
Broadcom
AVGO
+$561K
3
URI icon
United Rentals
URI
+$298K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
5
GILD icon
Gilead Sciences
GILD
+$269K

Sector Composition

Rank Sector Weight
1 Technology 3.31%
2 Healthcare 1.25%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$962B
$199M 28.08%
317,084
+9,844
+3% +$6.12M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$223B
$77.8M 10.99%
1,245,935
+34,972
+3% +$2.14M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$121B
$38.4M 5.43%
582,099
+24,078
+4% +$1.58M
BSV icon
4
Vanguard Short-Term Bond ETF
BSV
$44.6B
$37M 5.22%
469,069
+23,009
+5% +$1.82M
VYM icon
5
Vanguard High Dividend Yield ETF
VYM
$81.3B
$35.4M 5%
246,463
+187
+0.1% +$26.6K
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$112B
$34.6M 4.89%
157,578
-2,897
-2% -$633K
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$82B
$30.6M 4.32%
632,627
+27,542
+5% +$1.36M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$863B
$27M 3.81%
39,417
-431
-1% -$293K
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$20.4M 2.88%
262,127
+11,954
+5% +$935K
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$109B
$20.2M 2.85%
168,023
+7,432
+5% +$889K
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$19.4M 2.75%
361,621
+10,953
+3% +$595K
VGSH icon
12
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$18.7M 2.64%
318,111
+13,240
+4% +$778K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$12.9B
$17.6M 2.49%
145,903
+1,046
+0.7% +$125K
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$14.7M 2.08%
163,556
-1,114
-0.7% -$96.8K
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9B
$12.4M 1.76%
136,061
-4
-0% -$362
AVGO icon
16
Broadcom
AVGO
$1.78T
$8.69M 1.23%
25,100
-1,569
-6% -$561K
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$650B
$7.29M 1.03%
21,734
+670
+3% +$223K
VV icon
18
Vanguard Large-Cap ETF
VV
$51.5B
$6.45M 0.91%
20,496
+1,260
+7% +$393K
BND icon
19
Vanguard Total Bond Market
BND
$158B
$5.67M 0.8%
76,549
+8,905
+13% +$663K
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$6.34B
$5.5M 0.78%
76,817
+94
+0.1% +$6.63K
VNQ icon
21
Vanguard Real Estate ETF
VNQ
$39.8B
$5.11M 0.72%
57,756
+1,798
+3% +$162K
AAPL icon
22
Apple
AAPL
$5.01T
$4.61M 0.65%
16,948
+99
+0.6% +$26.6K
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$4.12M 0.58%
64,811
+2,467
+4% +$158K
MSFT icon
24
Microsoft
MSFT
$2.93T
$3.9M 0.55%
8,069
+363
+5% +$182K
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$3.26M 0.46%
54,464
+1,894
+4% +$114K
1
2 3 4

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PGA
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VNA
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SC
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BPIM
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TCM
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Human Investing's Q4 2025 Portfolio in Review

As of Q4 2025, Human Investing held 99 positions worth $708M, up 4.6% from $677M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q4 2025 filing shows 8 new, 40 increased, 45 reduced and 4 closed positions. Its largest new stake was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K. The largest sale was Vanguard Dividend Appreciation ETF, an estimated $633K.

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

  • Human Investing's largest Q4 2025 buy was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $6.12M increase.
  • Human Investing's biggest Q4 2025 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $633K.
  • Human Investing fully exited United Rentals in Q4 2025, selling an estimated $298K.
  • Human Investing's ten largest holdings make up 73% of its $708M portfolio in Q4 2025.
  • Human Investing opened 8 new positions and closed 4 in Q4 2025.
  • Human Investing's portfolio value rose 4.6% quarter-over-quarter to $708M.

Based on Human Investing's 13F filing for Q4 2025, filed 27 Jan 2026.