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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
-1.7%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$687M
AUM Growth
-$21.5M
Cap. Flow
-$8.47M
Cap. Flow %
-1.23%
Top 10 Hldgs %
73.61%
Holding
100
New
5
Increased
49
Reduced
38
Closed
4

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$844K
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$723K
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$661K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.48M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.18M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M

Sector Composition

Rank Sector Weight
1 Technology 3.1%
2 Healthcare 1.18%
3 Consumer Discretionary 0.73%
4 Financials 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$971B
$190M 27.67%
317,962
+878
+0.3% +$549K
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$225B
$77.4M 11.28%
1,208,409
-37,526
-3% -$2.48M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
$37.2M 5.43%
551,574
-30,525
-5% -$2.12M
VYM icon
4
Vanguard High Dividend Yield ETF
VYM
$81.9B
$36.7M 5.35%
247,921
+1,458
+0.6% +$219K
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.7B
$35.2M 5.13%
449,426
-19,643
-4% -$1.55M
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$113B
$34.6M 5.04%
160,821
+3,243
+2% +$723K
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$82.3B
$30.1M 4.39%
627,219
-5,408
-0.9% -$262K
IVV icon
8
iShares Core S&P 500 ETF
IVV
$871B
$25.4M 3.7%
38,922
-495
-1% -$338K
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$19.6M 2.85%
253,413
-8,714
-3% -$678K
VGSH icon
10
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$19.1M 2.78%
325,461
+7,350
+2% +$431K
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$18.8M 2.73%
150,869
-17,154
-10% -$2.18M
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$18.3M 2.67%
339,382
-22,239
-6% -$1.25M
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13B
$17M 2.48%
151,472
+5,569
+4% +$661K
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$20.4B
$14.9M 2.18%
158,584
-4,972
-3% -$474K
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.04B
$12.1M 1.76%
136,531
+470
+0.3% +$43.4K
AVGO icon
16
Broadcom
AVGO
$1.81T
$7.7M 1.12%
24,889
-211
-0.8% -$69.4K
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$656B
$7.02M 1.02%
21,885
+151
+0.7% +$50.7K
VV icon
18
Vanguard Large-Cap ETF
VV
$52B
$6.93M 1.01%
23,192
+2,696
+13% +$844K
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$6.42B
$5.69M 0.83%
79,375
+2,558
+3% +$192K
BND icon
20
Vanguard Total Bond Market
BND
$158B
$5.4M 0.79%
73,363
-3,186
-4% -$236K
AAPL icon
21
Apple
AAPL
$4.99T
$4.37M 0.64%
17,203
+255
+2% +$66.4K
VNQ icon
22
Vanguard Real Estate ETF
VNQ
$40B
$4.27M 0.62%
48,158
-9,598
-17% -$880K
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$4.04M 0.59%
64,263
-548
-0.8% -$34.8K
VGIT icon
24
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$3.27M 0.48%
54,864
+400
+0.7% +$24K
MSFT icon
25
Microsoft
MSFT
$2.92T
$3.14M 0.46%
8,479
+410
+5% +$172K
1
2 3 4

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WI
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CCA
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PGA
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VNA
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SC
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PA
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BPIM
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Human Investing's Q1 2026 Portfolio in Review

As of Q1 2026, Human Investing held 100 positions worth $687M, down 3% from $708M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Human Investing's Q1 2026 filing shows 5 new, 49 increased, 38 reduced and 4 closed positions. Its largest new stake was Toast: 13,396 shares worth $355K. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $2.48M.

By sector, the portfolio is most concentrated in Technology at 3.1% of assets, down from 3.3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q1 2026 buy was Toast: 13,396 shares worth $355K.
  • Human Investing added most to Vanguard Large-Cap ETF in Q1 2026, an estimated $844K increase.
  • Human Investing's biggest Q1 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $2.48M.
  • Human Investing fully exited Vanguard Long-Term Bond ETF in Q1 2026, selling an estimated $1.13M.
  • Human Investing's ten largest holdings make up 74% of its $687M portfolio in Q1 2026.
  • Human Investing opened 5 new positions and closed 4 in Q1 2026.
  • Human Investing's portfolio value fell 3% quarter-over-quarter to $687M.

Based on Human Investing's 13F filing for Q1 2026, filed 7 May 2026.