Holdings over time
(Since December 30, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 19.57% | 12.01% | 99.41% | - |
 SPDR S&P 500 ETF (SPY) | 8.51% | 10.57% | 67.16% | - |
 Microsoft (MSFT) | 8.02% | 5.84% | 91.72% | - |
 Palo Alto Networks (PANW) | 5.53% | 4.36% | 81.95% | - |
 Meta (META) | 5.48% | 3.79% | 90.24% | - |
 Broadcom (AVGO) | 5.27% | 6.39% | 79.88% | - |
 ServiceNow (NOW) | 4.26% | 2.11% | 96.45% | - |
 Amazon (AMZN) | 4.18% | 5.87% | 99.41% | - |
 Axon (AXON) | 4.04% | 6.32% | 95.56% | - |
 Vertex (VRTX) | 4% | 1.56% | 96.45% | - |
 Realty Income (O) | 3.8% | 5.97% | 79.59% | - |
 Berkshire Hathaway (BRK.B) | 3.55% | 2.75% | 79.88% | - |
 Apple (AAPL) | 3.27% | 1.51% | 96.15% | - |
 Adobe (ADBE) | 2.85% | 1.02% | 95.86% | - |
 Altria (MO) | 2.1% | 2.88% | 57.1% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.02% | 7.74% | 40.24% | - |
 Solana (SOL) | 1.89% | 2.93% | 96.45% | - |
 Raytheon (RTX) | 1.52% | 1.75% | 79.88% | - |
 AT&T (T) | 1.51% | 2.73% | 45.27% | - |
 Ocugen (OCGN) | 1.05% | 0% | 18.34% | 3/4/2024 |
 Mastercard (MA) | 1.05% | 0.56% | 89.94% | - |
 Ishares Russell 2000 ETF (IWM) | 1.01% | 5.14% | 35.8% | - |
 Vanguard S&P 500 ETF (VOO) | 0.7% | 1.3% | 51.48% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.67% | 0% | 12.72% | 4/17/2024 |
 AMD (AMD) | 0.39% | 0.18% | 85.21% | - |
 Alphabet (GOOG) | 0.28% | 1.45% | 17.75% | - |
 Blacksky (BKSY) | 0.06% | 0.5% | 17.46% | - |
 Boeing (BA) | 0.04% | 0% | 0.3% | 1/9/2024 |
 Lockheed Martin (LMT) | 0.04% | 0.44% | 7.69% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 35% | 35.26% |
| Amazon (AMZN) | 10% | 9.94% |