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Portfolio Diversification
Range
Most Diversified
13 instruments
August 27, 2025
Least Diversified
0 instruments
August 3, 2023
Average
10.5 instruments
Most Consistent Holdings
Top 5
AAPL95.68%
SPY94.17%
KO92.36%
MCD92.36%
SPYG89.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 3, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 37.09% | 52.59% | 88.04% | - |
| State Street SPDR S&P 500 ETF (SPY) | 22.48% | 15.69% | 94.17% | - |
| Coca-Cola (KO) | 8.77% | 6.02% | 92.36% | - |
 Invesco QQQ (QQQ) | 6.91% | 8.37% | 75.28% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 5.2% | 7.14% | 89.05% | - |
 Procter & Gamble (PG) | 2.68% | 2.15% | 86.83% | - |
| Apple (AAPL) | 2.6% | 1.18% | 95.68% | - |
| McDonald's (MCD) | 2.49% | 1.26% | 92.36% | - |
 EOG Resources (EOG) | 1.6% | 0% | 75.08% | 9/29/2025 |
 Estee Lauder (EL) | 1.27% | 0% | 50.45% | 9/29/2025 |
 Civitas (CIVI) | 1.21% | 0% | 27.94% | 5/13/2024 |
 Disney (DIS) | 0.77% | 0% | 8.74% | 11/21/2023 |
 Microsoft (MSFT) | 0.76% | 0.5% | 84.62% | - |
 JOST (JST.DE) | 0.56% | 2.19% | 21.11% | - |
 First Citizens (FCNCA) | 0.43% | 0% | 5.13% | 1/26/2024 |
 AMD (AMD) | 0.13% | 0% | 0.6% | 8/29/2023 |
 Visa (V) | 0.11% | 0.42% | 24.52% | - |
 Microsoft (MSFT.RTH) | 0.11% | 2.31% | 4.92% | - |
 Bancorp (TBBK) | 0.1% | 0% | 3.92% | 1/26/2024 |
 Tesla (TSLA) | 0.07% | 0% | 1.91% | 4/29/2024 |
 Adidas (ADS.DE) | 0.06% | 0.18% | 26.03% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 55.01% | 53.2% |
| State Street SPDR S&P 500 ETF (SPY) | 14.15% | 16.45% |
| Invesco QQQ (QQQ) | 7.46% | 7.99% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 6.6% | 7.33% |
| Coca-Cola (KO) | 6.08% | 5.88% |
| JOST (JST.DE) | 3.07% | 2.56% |
| Procter & Gamble (PG) | 3.21% | 2.32% |
| McDonald's (MCD) | 1.56% | 1.46% |
| Apple (AAPL) | 1.1% | 1.3% |
| Microsoft (MSFT) | 0.61% | 0.62% |
| Visa (V) | 0.61% | 0.48% |
| Adidas (ADS.DE) | 0.28% | 0.22% |
Cash & Instruments Over Time
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