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Portfolio Diversification
Range
Most Diversified
45 instruments
April 9, 2025
Least Diversified
0 instruments
April 4, 2026
Average
41.2 instruments
Most Consistent Holdings
Top 5
SCHD99.67%
VTV99.67%
VUG99.67%
XLC99.67%
SPGI99.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 25.04% | 22.72% | 99.59% | - |
 Invesco QQQ (QQQ) | 11.83% | 13.85% | 99.59% | - |
 Vanguard Total Stock Market ETF (VTI) | 7.16% | 7.55% | 99.59% | - |
 State Street SPDR Dow Jones In (DIA.US) | 6.03% | 6.05% | 97.23% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 5.82% | 5.63% | 99.59% | - |
| Schwab US Dividend Equity ETF (SCHD) | 5.21% | 4.93% | 99.67% | - |
| Vanguard Growth ETF (VUG) | 3.37% | 2.91% | 99.67% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 3.08% | 2.78% | 99.59% | - |
 ProShares UltraPro S&P 500 (UPRO) | 2.93% | 5.12% | 99.59% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.82% | 6.1% | 95.52% | - |
| Vanguard Value ETF (VTV) | 2.18% | 1.44% | 99.67% | - |
 Ishares Russell 2000 ETF (IWM) | 2.11% | 1.42% | 96.58% | - |
 ProShares UltraPro Dow30 (UDOW) | 1.69% | 2.64% | 95.28% | - |
 SPDR Gold (GLD) | 1.45% | 1.14% | 94.39% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.21% | 3.26% | 35.72% | - |
| S&P Global (SPGI) | 1.11% | 0.43% | 99.59% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.06% | 0.56% | 99.59% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.02% | 0.59% | 99.59% | - |
 Tesla (TSLA) | 0.87% | 1.31% | 80.72% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.78% | 0.84% | 99.59% | - |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 0.66% | 0.39% | 99.67% | - |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.65% | 0.35% | 94.3% | - |
 Alphabet (GOOGL) | 0.63% | 0.65% | 96.5% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.6% | 0.29% | 96.18% | - |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.57% | 0.32% | 99.51% | - |
 MSCI (MSCI) | 0.54% | 0.24% | 99.59% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.54% | 0.27% | 99.59% | - |
 iShares Semiconductor ETF (SOXX) | 0.52% | 0.62% | 96.01% | - |
 BlackRock (BLK) | 0.51% | 0.26% | 99.51% | - |
 Nasdaq (NDAQ) | 0.46% | 0.25% | 99.51% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.46% | 0.21% | 99.59% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.46% | 0.23% | 99.51% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.45% | 0.19% | 99.59% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.44% | 0.21% | 99.43% | - |
 Procter & Gamble (PG) | 0.41% | 0.17% | 96.01% | - |
 iShares Core High Dividend ETF (HDV) | 0.39% | 0.21% | 96.42% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.37% | 0.16% | 96.18% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.36% | 0.28% | 76.08% | - |
 Direxion Daily Small Cap Bull 3X ETF (TNA) | 0.35% | 0.28% | 95.28% | - |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.32% | 0.07% | 99.51% | - |
 McDonald's (MCD) | 0.27% | 0.16% | 78.68% | - |
 Amazon (AMZN) | 0.26% | 0.73% | 36.45% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.26% | 0.17% | 77.62% | - |
 Vanguard S&P 500 ETF (VOO) | 0.23% | 1.42% | 33.03% | - |
 NVIDIA (NVDA) | 0.14% | 0.41% | 36.05% | - |
 NextEra (NEE) | 0.14% | 0% | 25.96% | 1/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 22.48% | 22.96% |
| Invesco QQQ (QQQ) | 11.62% | 12.74% |
| Vanguard Total Stock Market ETF (VTI) | 8.11% | 7.79% |
| State Street SPDR Dow Jones In (DIA.US) | 7.87% | 6.81% |
| Vanguard Dividend Appreciation ETF (VIG) | 6.97% | 6.04% |
| Schwab US Dividend Equity ETF (SCHD) | 6.57% | 4.73% |
| ProShares UltraPro S&P 500 (UPRO) | 3.44% | 4.63% |
| ProShares UltraPro QQQ (TQQQ) | 2.73% | 4.47% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.98% | 3.49% |
| Vanguard Growth ETF (VUG) | 2.55% | 3.05% |
| Vanguard S&P 500 Growth ETF (VOOG) | 2.44% | 2.82% |
| ProShares UltraPro Dow30 (UDOW) | 2.56% | 2.7% |
| Tesla (TSLA) | 1.33% | 1.53% |
| Vanguard Value ETF (VTV) | 1.61% | 1.47% |
| Ishares Russell 2000 ETF (IWM) | 1.48% | 1.37% |
| SPDR Gold (GLD) | 0.8% | 1.26% |
| State Street Technology Select Sector SPDR ETF (XLK) | 0.58% | 0.74% |
| Amazon (AMZN) | 0.93% | 0.7% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.53% | 0.63% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.8% | 0.62% |
| S&P Global (SPGI) | 0.53% | 0.61% |
| Alphabet (GOOGL) | 0.27% | 0.6% |
| Vanguard S&P 500 ETF (VOO) | 0.53% | 0.48% |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 0.27% | 0.44% |
| NVIDIA (NVDA) | 0.4% | 0.42% |
| iShares 10-20 Year Treasury Bond ETF (TLH) | 0.59% | 0.4% |
| iShares Semiconductor ETF (SOXX) | 0.27% | 0.38% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.54% | 0.34% |
| State Street Industrial Select Sector SPDR ETF (XLI) | 0.27% | 0.33% |
| State Street Financial Select Sector SPDR ETF (XLF) | 0.27% | 0.32% |
| Nasdaq (NDAQ) | 0.27% | 0.31% |
| BlackRock (BLK) | 0.27% | 0.3% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.33% | 0.28% |
| MSCI (MSCI) | 0.27% | 0.26% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.27% | 0.25% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 0.27% | 0.23% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.27% | 0.21% |
| State Street Materials Select Sector SPDR ETF (XLB) | 0.27% | 0.21% |
| Direxion Daily Small Cap Bull 3X ETF (TNA) | 0.27% | 0.21% |
| iShares Core High Dividend ETF (HDV) | 0.27% | 0.21% |
| McDonald's (MCD) | 0.27% | 0.2% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.27% | 0.19% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.27% | 0.18% |
| Procter & Gamble (PG) | 0.27% | 0.18% |
| Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.27% | 0.09% |
Cash & Instruments Over Time
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