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Portfolio Diversification
Range
Most Diversified
35 instruments
June 25, 2026
Least Diversified
0 instruments
October 20, 2025
Average
27 instruments
Most Consistent Holdings
Top 5
AMZN98.35%
NVDA98.14%
SOL97.31%
VRTX97.11%
NOW97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 12.92% | 8.86% | 98.14% | - |
 State Street SPDR S&P 500 ETF (SPY) | 11.97% | 17.6% | 87.09% | - |
 Broadcom (AVGO) | 6.37% | 6.61% | 91.53% | - |
| Amazon (AMZN) | 5.51% | 6.61% | 98.35% | - |
 Microsoft (MSFT) | 5.24% | 2.9% | 95.35% | - |
 Axon (AXON) | 4.45% | 3.87% | 96.8% | - |
 Meta (META) | 4.23% | 3.3% | 94.83% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.08% | 4.89% | 77.48% | - |
 Realty Income (O) | 3.82% | 2.92% | 91.43% | - |
 Palo Alto Networks (PANW) | 3.76% | 3.45% | 92.05% | - |
 Robinhood Markets Inc. (HOOD) | 2.51% | 5.13% | 53.72% | - |
 Ishares Russell 2000 ETF (IWM) | 2.39% | 2.79% | 76.03% | - |
 Berkshire Hathaway (BRK.B) | 2.38% | 1.28% | 90.7% | - |
| ServiceNow (NOW) | 2.18% | 0.56% | 97% | - |
| Vertex (VRTX) | 2.02% | 0.8% | 97.11% | - |
 Altria (MO) | 1.96% | 1.51% | 82.02% | - |
 Alphabet (GOOG) | 1.94% | 5.12% | 69.83% | - |
 AT&T (T.US) | 1.8% | 1.36% | 79.44% | - |
 Apple (AAPL) | 1.76% | 0.86% | 95.66% | - |
 JPMorgan (JPM) | 1.74% | 3.37% | 50.93% | - |
| Solana (SOL) | 1.49% | 0.6% | 97.31% | - |
 Raytheon (RTX) | 1.46% | 1.35% | 91.22% | - |
 Mastercard (MA) | 1.45% | 1.5% | 94.73% | - |
 Vistra (VST) | 1.43% | 1.6% | 58.37% | - |
 Visa (V) | 1.37% | 2.16% | 56.2% | - |
 Adobe (ADBE) | 1.28% | 0.24% | 96.49% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.98% | 1.29% | 61.98% | - |
 Vanguard S&P 500 ETF (VOO) | 0.8% | 0.72% | 81.61% | - |
 Walmart (WMT) | 0.63% | 1.65% | 42.98% | - |
 Shopify (SHOP) | 0.49% | 1.79% | 28.51% | - |
 Ocugen (OCGN) | 0.37% | 0% | 6.4% | 3/4/2024 |
 Blacksky (BKSY) | 0.35% | 0.48% | 69.73% | - |
 AMD (AMD) | 0.24% | 0.26% | 91.94% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.23% | 0% | 4.44% | 4/17/2024 |
 Alibaba (BABA) | 0.2% | 0.48% | 30.58% | - |
 Lockheed Martin (LMT) | 0.19% | 0.21% | 66.32% | - |
 Roundhill Memory ETF (DRAM) | 0.06% | 1.14% | 6.1% | - |
 Boeing (BA) | 0.01% | 0% | 0.1% | 1/9/2024 |
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) | 16.94% | 15.21% |
| NVIDIA (NVDA) | 4.17% | 9.31% |
| Broadcom (AVGO) | 3.84% | 6.87% |
| Amazon (AMZN) | 7.52% | 6.82% |
| Robinhood Markets Inc. (HOOD) | 4.48% | 6.12% |
| Meta (META) | 5.33% | 4.58% |
| Schwab US Dividend Equity ETF (SCHD) | 6.04% | 4.47% |
| Axon (AXON) | 3.97% | 4.32% |
| Alphabet (GOOG) | 3.84% | 4.17% |
| JPMorgan (JPM) | 3.52% | 3.59% |
| Microsoft (MSFT) | 3.84% | 3.39% |
| Realty Income (O) | 4.03% | 3.07% |
| Ishares Russell 2000 ETF (IWM) | 3.2% | 2.7% |
| Visa (V) | 2.94% | 2.32% |
| Shopify (SHOP) | 2.92% | 2.27% |
| Vistra (VST) | 2.4% | 2.22% |
| Palo Alto Networks (PANW) | 2.3% | 2.13% |
| Mastercard (MA) | 2.12% | 1.68% |
| AT&T (T.US) | 1.6% | 1.55% |
| Altria (MO) | 1.61% | 1.5% |
| Berkshire Hathaway (BRK.B) | 1.6% | 1.5% |
| Walmart (WMT) | 1.6% | 1.41% |
| Raytheon (RTX) | 0.98% | 1.4% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 1.61% | 1.35% |
| Solana (SOL) | 1.38% | 0.89% |
| Apple (AAPL) | 0.8% | 0.88% |
| ServiceNow (NOW) | 0.96% | 0.79% |
| Vertex (VRTX) | 0.96% | 0.78% |
| Vanguard S&P 500 ETF (VOO) | 0.81% | 0.76% |
| Alibaba (BABA) | 1.06% | 0.7% |
| Blacksky (BKSY) | 0.16% | 0.41% |
| Adobe (ADBE) | 0.8% | 0.36% |
| Lockheed Martin (LMT) | 0.32% | 0.21% |
| AMD (AMD) | 0.16% | 0.14% |
Cash & Instruments Over Time
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