Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 PNC (PNC) | 5.89% | 0% | 19.2% | 7/31/2023 |
 Napoleon-X | 5.75% | 0% | 34.41% | 1/11/2023 |
 InTheGame | 5.3% | 0% | 34.41% | 1/11/2023 |
 ZIM (ZIM) | 5.21% | 0% | 12.09% | 7/31/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 5.17% | 17.5% | 18.62% | - |
 Activision Blizzard, Inc. (ATVI) | 4.13% | 0% | 34.41% | 1/11/2023 |
 PayPal (PYPL) | 3.57% | 0% | 34.7% | 11/20/2023 |
 Dell (DELL) | 3.3% | 0% | 35.09% | 6/13/2024 |
 Vanguard Growth ETF (VUG) | 3.2% | 0% | 12.48% | 11/1/2024 |
 Palantir (PLTR) | 2.65% | 0% | 34.41% | 1/11/2023 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.49% | 0% | 11.11% | 11/1/2024 |
 AbbVie (ABBV) | 2.45% | 0% | 7.12% | 3/27/2023 |
 Nio (NIO) | 2.41% | 0% | 34.41% | 1/11/2023 |
 Colgate (CL) | 2.38% | 0% | 9.55% | 4/28/2023 |
 Nexstar (NXST) | 2.31% | 0% | 13.84% | 6/26/2023 |
 Amazon (AMZN) | 2.12% | 0% | 4.97% | 6/6/2024 |
 IBM (IBM) | 2.08% | 0% | 29.24% | 11/11/2022 |
 Take-Two (TTWO) | 1.59% | 0% | 12.09% | 8/21/2024 |
 Ethereum (ETH) | 1.54% | 0% | 34.41% | 1/11/2023 |
 Nikola (NKLA) | 1.52% | 0% | 34.41% | 1/11/2023 |
 Uber (UBER) | 1.51% | 0% | 22.12% | 10/11/2024 |
 AMD (AMD) | 1.48% | 0% | 11.79% | 7/8/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.45% | 0% | 4.58% | 6/24/2024 |
 Fiverr (FVRR) | 1.21% | 0% | 6.73% | 5/10/2024 |
 Walmart (WMT) | 1.17% | 0% | 3.22% | 5/16/2024 |
 Mastercard (MA) | 1.09% | 0% | 14.42% | 8/29/2024 |
 AMC (AMC) | 1.05% | 0% | 18.03% | 7/5/2022 |
 Alphabet (GOOG) | 1.05% | 0% | 4.29% | 5/6/2024 |
 Vanguard S&P 500 ETF (VOO) | 1% | 0% | 7.12% | 11/1/2024 |
 iShares Core High Dividend ETF (HDV) | 0.91% | 21.86% | 4.87% | - |
 Eli Lilly (LLY) | 0.83% | 0% | 4.68% | 5/29/2024 |
 Microsoft (MSFT) | 0.78% | 0% | 2.44% | 6/5/2024 |
 DividendGrowth | 0.76% | 0% | 5.26% | 1/12/2023 |
 Bumble (BMBL) | 0.74% | 0% | 4.78% | 5/9/2024 |
 Citi (C) | 0.6% | 0% | 2.14% | 1/26/2024 |
 Meta (META) | 0.58% | 0% | 2.44% | 5/16/2024 |
 Terns (TERN) | 0.57% | 0% | 5.26% | 5/27/2024 |
 PVH (PVH) | 0.54% | 0% | 15.59% | 10/30/2024 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.52% | 22.54% | 2.44% | - |
 Lemonade (LMND) | 0.49% | 0% | 29.24% | 11/11/2022 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.44% | 20.42% | 2.24% | - |
 NVIDIA (NVDA) | 0.44% | 0% | 1.27% | 5/10/2024 |
 Lululemon (LULU) | 0.42% | 0% | 11.11% | 10/21/2024 |
 Alibaba (BABA) | 0.37% | 0% | 1.66% | 4/1/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.36% | 17.64% | 2.05% | - |
 Ferrari (RACE) | 0.35% | 0% | 3.02% | 6/24/2024 |
 GM (GM) | 0.26% | 0% | 1.36% | 5/13/2024 |
 VICI Properties (VICI) | 0.25% | 0% | 5.95% | 7/17/2024 |
 Brunswick (BC) | 0.24% | 0% | 4.19% | 7/16/2024 |
 Goldman Sachs (GS) | 0.22% | 0% | 0.58% | 1/8/2024 |
 Watsco (WSO) | 0.22% | 0% | 1.46% | 1/27/2023 |
 BioMarin (BMRN) | 0.21% | 0% | 0.78% | 2/7/2024 |
 GoDaddy (GDDY) | 0.2% | 0% | 0.58% | 1/30/2024 |
 Tesla (TSLA) | 0.19% | 0% | 0.19% | 11/24/2023 |
 Apple (AAPL) | 0.19% | 0% | 0.19% | 11/22/2023 |
 Gen Digital (GEN) | 0.19% | 0% | 3.8% | 2/8/2022 |
 Sony (SONY) | 0.15% | 0% | 0.29% | 12/22/2023 |
 Cracker Barrel (CBRL) | 0.14% | 0% | 0.58% | 1/17/2023 |
 MongoDB (MDB) | 0.12% | 0% | 1.75% | 6/24/2024 |
 Disney (DIS) | 0.12% | 0% | 0.19% | 4/2/2024 |
 McDonald's (MCD) | 0.12% | 0% | 0.88% | 6/6/2024 |
 SPDR S&P 500 ETF (SPY) | 0.1% | 0% | 0.1% | 11/15/2023 |
 Tenable (TENB) | 0.08% | 0% | 0.29% | 2/2/2024 |
 Broadcom (AVGO) | 0.05% | 0% | 0.78% | 7/2/2024 |
 Visa (V) | 0.05% | 0% | 0.19% | 2/7/2024 |
 CyberArk (CYBR) | 0.04% | 0% | 0.19% | 2/1/2024 |
 Scotiabank (BNS) | 0.04% | 0% | 0.1% | 3/28/2023 |
 Verizon (VZ) | 0.03% | 0% | 0.1% | 12/29/2023 |
 GE (GE) | 0.03% | 0% | 0.39% | 7/8/2024 |
 JPMorgan (JPM) | 0.03% | 0% | 0.1% | 2/23/2024 |
 Life Storage Inc (LSI) | 0.03% | 0% | 0.1% | 1/12/2023 |
 Paychex (PAYX) | 0.02% | 0% | 0.1% | 2/2/2023 |
 Costco (COST) | 0.01% | 0% | 0.19% | 7/5/2024 |
 Coca-Cola (KO) | 0.01% | 0% | 0.1% | 5/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 34.38% | 34.57% |
| Meta (META) | 34.16% | 33.78% |
| Walmart (WMT) | 31.46% | 31.64% |