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Portfolio Diversification
Range
Most Diversified
63 instruments
July 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
32.5 instruments
Most Consistent Holdings
Top 5
FSRNQ99.64%
NIO89.78%
SCHD88.52%
BNTX87.16%
SHOP83.45%
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) | 27.83% | 0% | 88.52% | 11/20/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.81% | 0% | 69.17% | 10/30/2025 |
 Bitcoin (BTC) | 3.59% | 2.63% | 28.66% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.42% | 0% | 60.49% | 10/30/2025 |
 Novo-Nordisk (NVO) | 3.33% | 5.97% | 77.22% | - |
 ARM (ARM) | 2.84% | 0.9% | 76.94% | - |
 Vanguard Information Technology (VGT) | 2.76% | 10.13% | 34.36% | - |
 NVIDIA (NVDA) | 2.72% | 10.25% | 65.01% | - |
 AI-Revolution | 2.68% | 0% | 46.02% | 11/25/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 2.34% | 0.59% | 45.12% | - |
 Invesco QQQ (QQQ) | 2.16% | 0% | 53.25% | 1/2/2025 |
 Palantir (PLTR) | 1.87% | 3.23% | 80.65% | - |
 Decentraland (MANA) | 1.43% | 0% | 60.58% | 11/11/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.32% | 0% | 30.2% | 7/22/2025 |
 Upstart (UPST) | 1.24% | 0% | 83.45% | 7/23/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.2% | 0% | 2.53% | 9/9/2024 |
 iShares Silver Trust (SLV) | 1.08% | 0% | 12.21% | 6/16/2023 |
 iShares MSCI China ETF (MCHI) | 1.04% | 0% | 13.47% | 6/2/2023 |
 Alphabet (GOOGL) | 1.01% | 6.53% | 26.49% | - |
 UnitedHealth (UNH) | 0.93% | 5.05% | 23.69% | - |
 ASML (ASML) | 0.8% | 7.02% | 16.82% | - |
 Terra Classic (LUNC) | 0.74% | 0% | 34.27% | 1/22/2024 |
| BioNTech SE (BNTX) | 0.67% | 0% | 87.16% | 9/2/2025 |
 PayPal (PYPL) | 0.65% | 0% | 74.59% | 10/1/2025 |
 Microsoft (MSFT) | 0.62% | 6.77% | 65.01% | - |
| Shopify (SHOP) | 0.52% | 0% | 83.45% | 7/23/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0.51% | 0% | 10.76% | 6/2/2023 |
 Meta (META) | 0.46% | 6.03% | 7.41% | - |
 Cardano (ADA) | 0.44% | 0% | 19.89% | 9/3/2023 |
| Nio (NIO) | 0.42% | 0% | 89.78% | 10/1/2025 |
 UiPath (PATH) | 0.4% | 0% | 22.51% | 2/22/2024 |
 Wise (WISE.L) | 0.36% | 0% | 15.1% | 10/30/2025 |
 SoFi (SOFI) | 0.36% | 0% | 39.78% | 10/24/2024 |
 Amazon (AMZN) | 0.34% | 4.89% | 7.32% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.34% | 0% | 8.14% | 8/29/2023 |
 TSMC (TSM) | 0.32% | 4.09% | 12.48% | - |
 Silver (Non Expiry) (SILVER) | 0.3% | 0% | 2.53% | 1/30/2023 |
 eToro Group LTD (ETOR) | 0.29% | 0.46% | 22.06% | - |
 Ionq (IONQ) | 0.29% | 1.65% | 29.29% | - |
| Fisker (FSRNQ) | 0.28% | 0% | 42.77% | 6/3/2024 |
 Evolution (EVO.ST) | 0.27% | 0.99% | 29.02% | - |
 ARK Innovation ETF (ARKK) | 0.27% | 0% | 19.08% | 8/29/2023 |
 Co-Diagnostics (CODX) | 0.25% | 0% | 65.01% | 12/30/2024 |
 Visa (V) | 0.25% | 3.48% | 6.6% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.24% | 0% | 39.24% | 2/14/2025 |
 Mastercard (MA) | 0.22% | 3.6% | 5.61% | - |
 Ethereum (ETH) | 0.21% | 0% | 15.82% | 6/28/2023 |
 Supermicro (SMCI) | 0.2% | 0% | 12.39% | 7/10/2024 |
 MercadoLibre (MELI) | 0.19% | 1.65% | 17.36% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.18% | 0% | 4.61% | 2/22/2023 |
 Transdigm (TDG) | 0.17% | 2.73% | 6.6% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.17% | 0% | 4.52% | 2/21/2023 |
 CRISPR Therapeutics (CRSP) | 0.14% | 0% | 59.95% | 10/1/2025 |
 SPDR S&P Bank ETF (KBE) | 0.12% | 0% | 4.97% | 5/9/2023 |
 Lululemon (LULU) | 0.1% | 0% | 14.1% | 11/7/2025 |
 Rigetti (RGTI) | 0.1% | 0% | 21.43% | 10/13/2025 |
 Quidel (QDEL) | 0.1% | 0% | 14.74% | 6/16/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.1% | 0% | 6.06% | 4/25/2023 |
 iShares Semiconductor ETF (SOXX) | 0.09% | 0% | 6.6% | 8/29/2023 |
 Vertiv (VRT) | 0.09% | 0.42% | 29.57% | - |
 MicroStrategy (MSTR) | 0.09% | 0% | 19.44% | 7/23/2025 |
 Uniper (UN0.DE) | 0.07% | 0% | 15.01% | 6/19/2023 |
 Adobe (ADBE) | 0.07% | 0.57% | 27.67% | - |
 Ginkgo Bioworks (DNA) | 0.06% | 0% | 41.14% | 10/1/2025 |
 Zebra (ZBRA) | 0.05% | 0.53% | 12.66% | - |
 Sandisk Corp/DE (SNDK) | 0.05% | 1.28% | 6.96% | - |
 Microchip (MCHP) | 0.05% | 0.68% | 15.82% | - |
 Invesco China Technology ETF (CQQQ) | 0.05% | 0% | 5.33% | 6/2/2023 |
 GTT (GTT.PA) | 0.05% | 0% | 11.75% | 10/1/2025 |
 NetApp (NTAP) | 0.05% | 0.51% | 7.5% | - |
 Autodesk (ADSK) | 0.05% | 0.5% | 9.67% | - |
 Canadian Solar (CSIQ) | 0.04% | 0.5% | 6.96% | - |
 Terra 2.0 (LUNA2) | 0.04% | 0% | 58.77% | 11/11/2024 |
 HP (HPQ) | 0.04% | 0% | 8.14% | 4/3/2023 |
 Teradata (TDC) | 0.04% | 0.61% | 10.04% | - |
 Check Point (CHKP) | 0.04% | 0.57% | 13.02% | - |
 The Sandbox (SAND) | 0.04% | 0% | 51.08% | 11/11/2024 |
 Gartner (IT) | 0.04% | 0% | 10.58% | 12/1/2025 |
 Amkor (AMKR) | 0.03% | 0.81% | 4.61% | - |
 Onto Innovation (ONTO) | 0.03% | 0.9% | 4.61% | - |
 Polygon Ecosystem (ex Matic) (POL) | 0.03% | 0% | 47.47% | 11/11/2024 |
 Texas Instruments (TXN) | 0.03% | 0% | 8.14% | 12/1/2025 |
 Marathon Digital (MARA) | 0.03% | 0.5% | 6.06% | - |
 Semtech (SMTC) | 0.03% | 0% | 7.23% | 2/22/2024 |
 Skyworks (SWKS) | 0.03% | 0% | 14.1% | 11/3/2025 |
 Vistry (VTY.L) | 0.03% | 0% | 27.31% | 10/1/2025 |
 Sonic (prev. FTM) (S) | 0.03% | 0% | 32.46% | 3/7/2024 |
 ON Semiconductor (ON) | 0.03% | 0.14% | 21.79% | - |
 Smith & Wesson (SWBI) | 0.03% | 0% | 8.14% | 4/3/2023 |
 Axcelis (ACLS) | 0.03% | 0% | 12.93% | 12/1/2025 |
 BILL (BILL) | 0.03% | 0% | 14.01% | 11/3/2025 |
 Teradyne (TER) | 0.03% | 0.69% | 12.84% | - |
 Open Text Corp (OTEX) | 0.03% | 0.52% | 4.61% | - |
 Fortinet (FTNT) | 0.03% | 0% | 21.7% | 11/3/2025 |
 Fetch.ai (FET) | 0.03% | 0% | 12.57% | 11/17/2023 |
 Emaar Development (EMAARDEV.AE) | 0.03% | 0% | 11.93% | 10/2/2025 |
 AT&T (T) | 0.03% | 0% | 8.14% | 4/3/2023 |
 Qualys (QLYS) | 0.02% | 0% | 8.5% | 1/2/2026 |
 Clear (YOU) | 0.02% | 0% | 18.9% | 8/5/2025 |
 Viasat (VSAT) | 0.02% | 0% | 3.44% | 11/3/2025 |
 Snowflake (SNOW) | 0.02% | 0% | 5.52% | 11/3/2025 |
 Qualcomm (QCOM) | 0.02% | 0% | 5.52% | 1/2/2026 |
 Cadence (CDNS) | 0.02% | 0% | 18.35% | 12/1/2025 |
 Entegris (ENTG) | 0.02% | 0% | 2.89% | 1/2/2026 |
 Cirrus Logic (CRUS) | 0.02% | 0% | 10.76% | 8/1/2025 |
 Oracle (ORCL) | 0.02% | 0% | 4.97% | 12/1/2025 |
 Qorvo (QRVO) | 0.01% | 0% | 10.76% | 8/1/2025 |
 Littelfuse (LFUS) | 0.01% | 0% | 2.35% | 12/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.01% | 0% | 19.08% | 8/3/2023 |
 Insight Enterprises (NSIT.US) | 0.01% | 0.57% | 4.16% | - |
 Zscaler (ZS) | 0.01% | 0% | 11.03% | 11/3/2025 |
 AMD (AMD) | 0.01% | 0% | 2.35% | 12/1/2025 |
 NVR (NVR) | 0.01% | 0% | 10.94% | 10/1/2025 |
 Ultra Clean (UCTT) | 0.01% | 0% | 2.35% | 12/1/2025 |
 Workday (WDAY) | 0.01% | 0% | 11.03% | 10/1/2025 |
 Amgen (AMGN) | 0.01% | 0% | 10.85% | 10/1/2025 |
 First Solar (FSLR) | 0.01% | 0% | 3.25% | 7/23/2025 |
 Impinj (PI) | 0.01% | 0% | 2.35% | 12/1/2025 |
 Smith & Nephew (SN.L) | 0.01% | 0% | 8.14% | 3/3/2025 |
 JD.com (JD.US) | 0.01% | 0% | 8.14% | 3/3/2025 |
 IQVIA (IQV) | 0.01% | 0% | 10.31% | 7/24/2025 |
 GlaxoSmithKline (GSK) | 0.01% | 0% | 7.59% | 2/25/2025 |
 Ciena (CIEN) | 0.01% | 0.6% | 1.72% | - |
 Marvell (MRVL) | 0.01% | 0% | 8.23% | 10/1/2025 |
 Zoom (ZM) | 0.01% | 0% | 8.14% | 11/3/2025 |
 Exelixis (EXEL) | 0.01% | 0% | 8.14% | 8/1/2025 |
 Option Care Health (OPCH) | 0.01% | 0% | 8.14% | 7/30/2025 |
 Cencora (COR) | 0.01% | 0% | 8.32% | 9/2/2025 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 8.23% | 7/31/2025 |
 Medpace (MEDP) | 0.01% | 0% | 7.23% | 7/22/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 14.1% | 8/12/2023 |
 XRP (XRP) | 0.01% | 0% | 10.04% | 6/28/2023 |
 Universal Display (OLED) | 0.01% | 0% | 6.33% | 5/16/2025 |
 Stellar (XLM) | 0.01% | 0% | 10.04% | 6/28/2023 |
 KLA (KLAC) | 0.01% | 0% | 4.97% | 3/3/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.01% | 0% | 5.33% | 5/1/2025 |
 UHS (UHS) | 0.01% | 0% | 5.33% | 5/1/2025 |
 Intuit (INTU) | 0.01% | 0% | 5.24% | 5/1/2025 |
 Monolithic Power (MPWR) | 0.01% | 0% | 4.97% | 3/3/2025 |
 Dolby (DLB) | 0.01% | 0% | 5.33% | 5/1/2025 |
 ANSYS (ANSS) | 0.01% | 0% | 5.33% | 5/1/2025 |
 Keysight Technologies (KEYS) | 0.01% | 0% | 5.24% | 7/1/2025 |
 Nike (NKE) | 0.01% | 0% | 5.06% | 6/27/2025 |
 Regeneron (REGN) | 0.01% | 0% | 5.61% | 6/2/2025 |
 Fortune Brands (FBIN) | 0.01% | 0% | 5.52% | 7/1/2025 |
 Builders FirstSource (BLDR) | 0.01% | 0% | 5.52% | 7/1/2025 |
 Enphase (ENPH) | 0.01% | 0% | 4.97% | 3/3/2025 |
 DaVita (DVA) | 0.01% | 0% | 4.61% | 7/23/2025 |
 Synopsys (SNPS) | 0.01% | 0% | 5.24% | 10/1/2025 |
 Gilead Sciences (GILD) | 0.01% | 0% | 4.52% | 8/1/2025 |
 MKS (MKSI) | 0% | 0% | 3.89% | 5/16/2025 |
 Shiba (in millions) (SHIBxM) | 0% | 0% | 10.13% | 8/12/2023 |
 Rogers (ROG) | 0% | 0% | 2.89% | 6/2/2025 |
 Best Buy (BBY) | 0% | 0% | 2.89% | 6/2/2025 |
 Lantheus (LNTH) | 0% | 0% | 2.71% | 5/1/2025 |
 Target (TGT) | 0% | 0% | 2.89% | 6/2/2025 |
 Applied Materials (AMAT) | 0% | 0% | 2.44% | 2/3/2025 |
 Akamai (AKAM) | 0% | 0% | 2.62% | 4/1/2025 |
 DoubleVerify (DV) | 0% | 0% | 2.53% | 3/3/2025 |
 Hologic (HOLX) | 0% | 0% | 2.71% | 5/1/2025 |
 Jabil (JBL) | 0% | 0% | 2.53% | 3/3/2025 |
 Roper (ROP) | 0% | 0% | 2.71% | 5/1/2025 |
 Dropbox (DBX) | 0% | 0% | 2.62% | 4/1/2025 |
 Belden (BDC) | 0% | 0% | 2.71% | 5/1/2025 |
 Enterprise Products (EPD) | 0% | 0% | 2.62% | 4/1/2025 |
 Carlisle (CSL) | 0% | 0% | 2.62% | 4/1/2025 |
 DocuSign (DOCU) | 0% | 0% | 2.71% | 5/1/2025 |
 Halozyme (HALO) | 0% | 0% | 2.71% | 5/1/2025 |
 MPLX (MPLX) | 0% | 0% | 2.62% | 4/1/2025 |
 Dollar General (DG.US) | 0% | 0% | 2.53% | 7/1/2025 |
 Datadog (DDOG) | 0% | 0% | 2.8% | 8/1/2025 |
 TechnipFMC (FTI) | 0% | 0% | 2.62% | 4/1/2025 |
 Apple (AAPL) | 0% | 0% | 2.71% | 5/1/2025 |
 ACADIA (ACAD) | 0% | 0% | 2.71% | 5/1/2025 |
 Johnson & Johnson (JNJ) | 0% | 0% | 2.8% | 8/1/2025 |
 Artisan Partners (APAM) | 0% | 0% | 2.62% | 4/1/2025 |
 Raymond James (RJF) | 0% | 0% | 2.62% | 4/1/2025 |
 Diodes (DIOD) | 0% | 0% | 2.8% | 8/1/2025 |
 ASGN (ASGN) | 0% | 0% | 2.89% | 9/2/2025 |
 Enfusion (ENFN) | 0% | 0% | 2.44% | 4/28/2025 |
 United Therapeutics (UTHR) | 0% | 0% | 2.8% | 8/1/2025 |
 EPAM (EPAM) | 0% | 0% | 2.62% | 4/1/2025 |
 DXC Technology (DXC) | 0% | 0% | 2.62% | 7/1/2025 |
 ePlus (PLUS) | 0% | 0% | 2.8% | 8/1/2025 |
 Booz Allen (BAH) | 0% | 0% | 2.62% | 7/1/2025 |
 Merck (MRK) | 0% | 0% | 2.35% | 7/1/2025 |
 GE Vernova (GEV) | 0% | 0% | 16.64% | 11/25/2024 |
 ServiceNow (NOW) | 0% | 0% | 2.62% | 10/1/2025 |
 Sapiens (SPNS) | 0% | 0% | 1.18% | 8/14/2025 |
 Credit Suisse Group AG-ADR (CS.US) | 0% | 0% | 0.72% | 3/21/2023 |
 First Republic Bank (FRCB) | 0% | 0% | 0.18% | 6/30/2023 |
 Meta (META.RTH) | 0% | 0% | 0.09% | 11/5/2025 |
 JPMorgan (JPM) | 0% | 0% | 0.18% | 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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