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Portfolio Diversification
Range
Most Diversified
63 instruments
July 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
32.8 instruments
Most Consistent Holdings
Top 5
FSRNQ99.5%
NIO82.96%
PLTR81.95%
SCHD81.79%
BNTX80.53%
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 |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 25.72% | 0% | 81.79% | 11/20/2025 |
 Bitcoin (BTC) | 3.68% | 5.01% | 33.92% | - |
 Vanguard S&P 500 ETF (VOO) | 3.52% | 0% | 63.91% | 10/30/2025 |
 NVIDIA (NVDA) | 3.43% | 13.09% | 67.5% | - |
 Novo-Nordisk (NVO) | 3.38% | 3.32% | 78.78% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.16% | 0% | 55.89% | 10/30/2025 |
 Vanguard Information Technology (VGT) | 2.78% | 0% | 34% | 2/17/2026 |
 ARM (ARM) | 2.71% | 1.28% | 78.53% | - |
 AI-Revolution | 2.47% | 0% | 42.52% | 11/25/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 2.18% | 0% | 43.94% | 2/17/2026 |
 Invesco QQQ (QQQ) | 2% | 0% | 49.21% | 1/2/2025 |
| Palantir (PLTR) | 1.93% | 2.43% | 81.95% | - |
 Alphabet (GOOGL) | 1.4% | 5.85% | 31.91% | - |
 Microsoft (MSFT) | 1.36% | 11.32% | 67.5% | - |
 Decentraland (MANA) | 1.33% | 0% | 55.97% | 11/11/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.22% | 0% | 27.9% | 7/22/2025 |
 UnitedHealth (UNH) | 1.18% | 4.76% | 29.32% | - |
 ASML (ASML) | 1.17% | 5.3% | 22.97% | - |
 Upstart (UPST) | 1.14% | 0% | 77.11% | 7/23/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.11% | 0% | 2.34% | 9/9/2024 |
 iShares Silver Trust (SLV) | 1% | 0% | 11.28% | 6/16/2023 |
 iShares MSCI China ETF (MCHI) | 0.96% | 0% | 12.45% | 6/2/2023 |
 Meta (META) | 0.94% | 7.34% | 14.29% | - |
 Amazon (AMZN) | 0.91% | 9.86% | 14.2% | - |
 Terra Classic (LUNC) | 0.69% | 0% | 31.66% | 1/22/2024 |
| BioNTech SE (BNTX) | 0.62% | 0% | 80.53% | 9/2/2025 |
 TSMC (TSM) | 0.62% | 4.1% | 18.96% | - |
 PayPal (PYPL) | 0.6% | 0% | 68.92% | 10/1/2025 |
 Visa (V) | 0.49% | 3.66% | 13.53% | - |
 Shopify (SHOP) | 0.48% | 0% | 77.11% | 7/23/2025 |
 Mastercard (MA) | 0.48% | 3.79% | 12.61% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.47% | 0% | 9.94% | 6/2/2023 |
 Cardano (ADA) | 0.41% | 0% | 18.38% | 9/3/2023 |
| Nio (NIO) | 0.39% | 0% | 82.96% | 10/1/2025 |
 UiPath (PATH) | 0.37% | 0% | 20.8% | 2/22/2024 |
 Ionq (IONQ) | 0.36% | 1.79% | 34.5% | - |
 Wise (WISE.L) | 0.33% | 0% | 13.95% | 10/30/2025 |
 SoFi (SOFI) | 0.33% | 0% | 36.76% | 10/24/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.31% | 0% | 7.52% | 8/29/2023 |
 eToro Group LTD (ETOR) | 0.3% | 0.5% | 27.82% | - |
 Silver (Non Expiry) (SILVER) | 0.28% | 0% | 2.34% | 1/30/2023 |
 Transdigm (TDG) | 0.27% | 0% | 10.61% | 3/16/2026 |
| Fisker (FSRNQ) | 0.26% | 0% | 39.52% | 6/3/2024 |
 Evolution (EVO.ST) | 0.25% | 0% | 27.23% | 1/26/2026 |
 ARK Innovation ETF (ARKK) | 0.25% | 0% | 17.63% | 8/29/2023 |
 Co-Diagnostics (CODX) | 0.23% | 0% | 60.07% | 12/30/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.22% | 0% | 36.26% | 2/14/2025 |
 Ethereum (ETH) | 0.19% | 0% | 14.62% | 6/28/2023 |
 MercadoLibre (MELI) | 0.19% | 0% | 17.21% | 2/4/2026 |
 Supermicro (SMCI) | 0.18% | 0% | 11.45% | 7/10/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.17% | 0% | 4.26% | 2/22/2023 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.16% | 0% | 4.18% | 2/21/2023 |
 CRISPR Therapeutics (CRSP) | 0.13% | 0% | 55.39% | 10/1/2025 |
 Vertiv (VRT) | 0.13% | 0.67% | 34.75% | - |
 SPDR S&P Bank ETF (KBE) | 0.11% | 0% | 4.59% | 5/9/2023 |
 Adobe (ADBE) | 0.1% | 1.48% | 29.32% | - |
 Lululemon (LULU) | 0.1% | 0% | 13.03% | 11/7/2025 |
 Rigetti (RGTI) | 0.09% | 0% | 19.8% | 10/13/2025 |
 Quidel (QDEL) | 0.09% | 0% | 13.62% | 6/16/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.09% | 0% | 5.6% | 4/25/2023 |
 iShares Semiconductor ETF (SOXX) | 0.09% | 0% | 6.1% | 8/29/2023 |
 Onto Innovation (ONTO) | 0.08% | 0% | 10.11% | 4/1/2026 |
 MicroStrategy (MSTR) | 0.08% | 0% | 17.96% | 7/23/2025 |
 Uniper (UN0.DE) | 0.07% | 0% | 13.87% | 6/19/2023 |
 Zebra (ZBRA) | 0.07% | 0% | 15.04% | 3/2/2026 |
 Canadian Solar (CSIQ) | 0.07% | 0% | 12.28% | 4/1/2026 |
 Sandisk Corp/DE (SNDK) | 0.06% | 0% | 7.44% | 2/2/2026 |
 Autodesk (ADSK) | 0.06% | 0% | 12.45% | 4/1/2026 |
 Berkshire Hathaway (BRK.B) | 0.06% | 1.45% | 20.55% | - |
 Open Text Corp (OTEX) | 0.06% | 0.37% | 11.7% | - |
 Teradata (TDC) | 0.06% | 0% | 12.61% | 3/2/2026 |
 Check Point (CHKP) | 0.06% | 0% | 15.54% | 4/1/2026 |
 Microchip (MCHP) | 0.06% | 0% | 15.62% | 2/2/2026 |
 Qualcomm (QCOM) | 0.05% | 0.48% | 11.53% | - |
 Texas Instruments (TXN) | 0.05% | 0.6% | 11.61% | - |
 Ginkgo Bioworks (DNA) | 0.05% | 0% | 38.01% | 10/1/2025 |
 Oracle (ORCL) | 0.05% | 0.63% | 11.03% | - |
 Teradyne (TER) | 0.05% | 0% | 15.37% | 4/1/2026 |
 American Express (AXP) | 0.05% | 1.65% | 2.92% | - |
 NetApp (NTAP) | 0.05% | 0% | 7.94% | 2/2/2026 |
 Qualys (QLYS) | 0.05% | 0.49% | 11.95% | - |
 Micron (MU) | 0.04% | 0.87% | 5.18% | - |
 Skyworks (SWKS) | 0.04% | 0% | 15.37% | 3/2/2026 |
 Invesco China Technology ETF (CQQQ) | 0.04% | 0% | 4.93% | 6/2/2023 |
 GTT (GTT.PA) | 0.04% | 0% | 10.86% | 10/1/2025 |
 Gartner (IT) | 0.04% | 0.54% | 11.36% | - |
 Entegris (ENTG) | 0.04% | 0.61% | 6.77% | - |
 Amkor (AMKR) | 0.04% | 0% | 5.26% | 2/2/2026 |
 Terra 2.0 (LUNA2) | 0.04% | 0% | 54.3% | 11/11/2024 |
 HP (HPQ) | 0.04% | 0% | 7.52% | 4/3/2023 |
 Marathon Digital (MARA) | 0.04% | 0% | 6.77% | 2/4/2026 |
 The Sandbox (SAND) | 0.03% | 0% | 47.2% | 11/11/2024 |
 Polygon Ecosystem (ex Matic) (POL) | 0.03% | 0% | 43.86% | 11/11/2024 |
 Roper (ROP) | 0.03% | 0% | 7.35% | 4/1/2026 |
 Semtech (SMTC) | 0.03% | 0% | 6.68% | 2/22/2024 |
 Vistry (VTY.L) | 0.03% | 0% | 25.23% | 10/1/2025 |
 ON Semiconductor (ON) | 0.03% | 0% | 21.14% | 2/2/2026 |
 Ultra Clean (UCTT) | 0.03% | 0% | 4.51% | 3/2/2026 |
 Sonic (prev. FTM) (S) | 0.03% | 0% | 29.99% | 3/7/2024 |
 Applied Materials (AMAT) | 0.03% | 0.61% | 6.1% | - |
 LVMH (MC.PA) | 0.03% | 0.71% | 3.34% | - |
 Smith & Wesson (SWBI) | 0.03% | 0% | 7.52% | 4/3/2023 |
 Axcelis (ACLS) | 0.03% | 0% | 11.95% | 12/1/2025 |
 BILL (BILL) | 0.03% | 0% | 12.95% | 11/3/2025 |
 Intuit (INTU) | 0.03% | 0.51% | 8.69% | - |
 Fortinet (FTNT) | 0.03% | 0% | 20.05% | 11/3/2025 |
 Kyndryl (KD) | 0.03% | 0.62% | 4.09% | - |
 Fetch.ai (FET) | 0.03% | 0% | 11.61% | 11/17/2023 |
 Klaviyo (KVYO) | 0.02% | 0.59% | 4.09% | - |
 Emaar Development (EMAARDEV.AE) | 0.02% | 0% | 11.03% | 10/2/2025 |
 Booking (BKNG) | 0.02% | 0.99% | 2.59% | - |
 AT&T (T) | 0.02% | 0% | 7.52% | 4/3/2023 |
 Clear (YOU) | 0.02% | 0% | 17.46% | 8/5/2025 |
 Viasat (VSAT) | 0.02% | 0% | 3.17% | 11/3/2025 |
 Snowflake (SNOW) | 0.02% | 0% | 5.1% | 11/3/2025 |
 Cadence (CDNS) | 0.02% | 0% | 16.96% | 12/1/2025 |
 Workday (WDAY) | 0.02% | 0.53% | 11.78% | - |
 Insight Enterprises (NSIT.US) | 0.02% | 0% | 4.85% | 2/2/2026 |
 Hermes (RMS.PA) | 0.02% | 0.66% | 2.59% | - |
 Cirrus Logic (CRUS) | 0.02% | 0% | 9.94% | 8/1/2025 |
 Ciena (CIEN) | 0.02% | 0% | 2.59% | 2/2/2026 |
 ServiceNow (NOW) | 0.02% | 0% | 4.76% | 3/2/2026 |
 Tyler (TYL) | 0.02% | 0% | 2.51% | 4/1/2026 |
 Badger Meter (BMI) | 0.01% | 0% | 2.34% | 3/2/2026 |
 Qorvo (QRVO) | 0.01% | 0% | 9.94% | 8/1/2025 |
 Littelfuse (LFUS) | 0.01% | 0% | 2.17% | 12/1/2025 |
 Zscaler (ZS) | 0.01% | 0% | 10.19% | 11/3/2025 |
 Salesforce (CRM) | 0.01% | 0% | 2.34% | 3/2/2026 |
 AMD (AMD) | 0.01% | 0% | 2.17% | 12/1/2025 |
 DocuSign (DOCU) | 0.01% | 0.53% | 4.09% | - |
 NVR (NVR) | 0.01% | 0% | 10.11% | 10/1/2025 |
 EPAM (EPAM) | 0.01% | 0.52% | 4.01% | - |
 Amgen (AMGN) | 0.01% | 0% | 10.03% | 10/1/2025 |
 First Solar (FSLR) | 0.01% | 0% | 3.01% | 7/23/2025 |
 Impinj (PI) | 0.01% | 0% | 2.17% | 12/1/2025 |
 Smith & Nephew (SN.L) | 0.01% | 0% | 7.52% | 3/3/2025 |
 JD.com (JD.US) | 0.01% | 0% | 7.52% | 3/3/2025 |
 IQVIA (IQV) | 0.01% | 0% | 9.52% | 7/24/2025 |
 GlaxoSmithKline (GSK) | 0.01% | 0% | 7.02% | 2/25/2025 |
 Marvell (MRVL) | 0.01% | 0% | 7.6% | 10/1/2025 |
 Zoom (ZM) | 0.01% | 0% | 7.52% | 11/3/2025 |
 Exelixis (EXEL) | 0.01% | 0% | 7.52% | 8/1/2025 |
 Option Care Health (OPCH) | 0.01% | 0% | 7.52% | 7/30/2025 |
 Cencora (COR) | 0.01% | 0% | 7.69% | 9/2/2025 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 7.6% | 7/31/2025 |
 Medpace (MEDP) | 0.01% | 0% | 6.68% | 7/22/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 13.03% | 8/12/2023 |
 XRP (XRP) | 0.01% | 0% | 9.27% | 6/28/2023 |
 Universal Display (OLED) | 0.01% | 0% | 5.85% | 5/16/2025 |
 Stellar (XLM) | 0.01% | 0% | 9.27% | 6/28/2023 |
 KLA (KLAC) | 0.01% | 0% | 4.59% | 3/3/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.01% | 0% | 4.93% | 5/1/2025 |
 UHS (UHS) | 0.01% | 0% | 4.93% | 5/1/2025 |
 Monolithic Power (MPWR) | 0.01% | 0% | 4.59% | 3/3/2025 |
 Dolby (DLB) | 0.01% | 0% | 4.93% | 5/1/2025 |
 ANSYS (ANSS) | 0.01% | 0% | 4.93% | 5/1/2025 |
 Keysight Technologies (KEYS) | 0.01% | 0% | 4.85% | 7/1/2025 |
 Nike (NKE) | 0.01% | 0% | 4.68% | 6/27/2025 |
 Regeneron (REGN) | 0.01% | 0% | 5.18% | 6/2/2025 |
 Fortune Brands (FBIN) | 0.01% | 0% | 5.1% | 7/1/2025 |
 Builders FirstSource (BLDR) | 0.01% | 0% | 5.1% | 7/1/2025 |
 Enphase (ENPH) | 0.01% | 0% | 4.59% | 3/3/2025 |
 DaVita (DVA) | 0.01% | 0% | 4.26% | 7/23/2025 |
 Synopsys (SNPS) | 0% | 0% | 4.85% | 10/1/2025 |
 Gilead Sciences (GILD) | 0% | 0% | 4.18% | 8/1/2025 |
 MKS (MKSI) | 0% | 0% | 3.59% | 5/16/2025 |
 Shiba (in millions) (SHIBxM) | 0% | 0% | 9.36% | 8/12/2023 |
 Rogers (ROG) | 0% | 0% | 2.67% | 6/2/2025 |
 Best Buy (BBY) | 0% | 0% | 2.67% | 6/2/2025 |
 Lantheus (LNTH) | 0% | 0% | 2.51% | 5/1/2025 |
 Target (TGT) | 0% | 0% | 2.67% | 6/2/2025 |
 Akamai (AKAM) | 0% | 0% | 2.42% | 4/1/2025 |
 DoubleVerify (DV) | 0% | 0% | 2.34% | 3/3/2025 |
 Hologic (HOLX) | 0% | 0% | 2.51% | 5/1/2025 |
 Jabil (JBL) | 0% | 0% | 2.34% | 3/3/2025 |
 Dropbox (DBX) | 0% | 0% | 2.42% | 4/1/2025 |
 Belden (BDC) | 0% | 0% | 2.51% | 5/1/2025 |
 Enterprise Products (EPD) | 0% | 0% | 2.42% | 4/1/2025 |
 Carlisle (CSL) | 0% | 0% | 2.42% | 4/1/2025 |
 Halozyme (HALO) | 0% | 0% | 2.51% | 5/1/2025 |
 MPLX (MPLX) | 0% | 0% | 2.42% | 4/1/2025 |
 Dollar General (DG.US) | 0% | 0% | 2.34% | 7/1/2025 |
 Datadog (DDOG) | 0% | 0% | 2.59% | 8/1/2025 |
 TechnipFMC (FTI) | 0% | 0% | 2.42% | 4/1/2025 |
 Apple (AAPL) | 0% | 0% | 2.51% | 5/1/2025 |
 ACADIA (ACAD) | 0% | 0% | 2.51% | 5/1/2025 |
 Johnson & Johnson (JNJ) | 0% | 0% | 2.59% | 8/1/2025 |
 Artisan Partners (APAM) | 0% | 0% | 2.42% | 4/1/2025 |
 Raymond James (RJF) | 0% | 0% | 2.42% | 4/1/2025 |
 Diodes (DIOD) | 0% | 0% | 2.59% | 8/1/2025 |
 ASGN (ASGN) | 0% | 0% | 2.67% | 9/2/2025 |
 Enfusion (ENFN) | 0% | 0% | 2.26% | 4/28/2025 |
 Netflix (NFLX) | 0% | 0% | 0.5% | 2/2/2026 |
 United Therapeutics (UTHR) | 0% | 0% | 2.59% | 8/1/2025 |
 DXC Technology (DXC) | 0% | 0% | 2.42% | 7/1/2025 |
 ePlus (PLUS) | 0% | 0% | 2.59% | 8/1/2025 |
 Booz Allen (BAH) | 0% | 0% | 2.42% | 7/1/2025 |
 Merck (MRK) | 0% | 0% | 2.17% | 7/1/2025 |
 GE Vernova (GEV) | 0% | 0% | 15.37% | 11/25/2024 |
 Sapiens (SPNS) | 0% | 0% | 1.09% | 8/14/2025 |
 Credit Suisse Group AG-ADR (CS.US) | 0% | 0% | 0.67% | 3/21/2023 |
 First Republic Bank (FRCB) | 0% | 0% | 0.17% | 6/30/2023 |
 Meta (META.RTH) | 0% | 0% | 0.08% | 11/5/2025 |
 JPMorgan (JPM) | 0% | 0% | 0.17% | 3/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Information Technology (VGT) | 9.01% | 10.66% |
| NVIDIA (NVDA) | 6% | 9.88% |
| Meta (META) | 7.33% | 6.79% |
| Alphabet (GOOGL) | 4.4% | 6.58% |
| Microsoft (MSFT) | 7.33% | 5.89% |
| ASML (ASML) | 4.58% | 5.82% |
| Novo-Nordisk (NVO) | 7.28% | 5.16% |
| UnitedHealth (UNH) | 5.26% | 5.11% |
| Amazon (AMZN) | 5.87% | 5.03% |
| Mastercard (MA) | 4.4% | 3.98% |
| TSMC (TSM) | 4.4% | 3.9% |
| Visa (V) | 4.4% | 3.86% |
| Palantir (PLTR) | 1.73% | 3.53% |
| Bitcoin (BTC) | 3.67% | 2.68% |
| Transdigm (TDG) | 2.93% | 2.61% |
| MercadoLibre (MELI) | 2.2% | 1.67% |
| Ionq (IONQ) | 1.47% | 1.51% |
| Evolution (EVO.ST) | 1.47% | 1.1% |
| ARM (ARM) | 0.61% | 0.95% |
| Sandisk Corp/DE (SNDK) | 0.73% | 0.69% |
| Amkor (AMKR) | 0.73% | 0.68% |
| Onto Innovation (ONTO) | 0.73% | 0.68% |
| Entegris (ENTG) | 0.73% | 0.68% |
| Adobe (ADBE) | 0.73% | 0.68% |
| Teradata (TDC) | 0.73% | 0.65% |
| Qualcomm (QCOM) | 0.73% | 0.64% |
| Check Point (CHKP) | 0.73% | 0.61% |
| Open Text Corp (OTEX) | 0.73% | 0.6% |
| Canadian Solar (CSIQ) | 0.73% | 0.6% |
| NetApp (NTAP) | 0.73% | 0.6% |
| Autodesk (ADSK) | 0.73% | 0.6% |
| Qualys (QLYS) | 0.73% | 0.58% |
| Zebra (ZBRA) | 0.73% | 0.55% |
| eToro Group LTD (ETOR) | 0.73% | 0.54% |
| Marathon Digital (MARA) | 0.73% | 0.44% |
| Vertiv (VRT) | 0.27% | 0.4% |
| ON Semiconductor (ON) | 0.15% | 0.13% |
| Fisker (FSRNQ) | 0.14% | 0% |
Cash & Instruments Over Time
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