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Portfolio Diversification
Range
Most Diversified
57 instruments
September 10, 2026
Least Diversified
0 instruments
October 26, 2025
Average
33.2 instruments
Most Consistent Holdings
Top 5
AAPL98.92%
KO98.92%
SONY98.92%
TSLA98.92%
BRK.B98.92%
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 |
|---|---|---|---|---|
 iShares Core Dividend Growth ETF (DGRO) | 6.9% | 8.72% | 79.51% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.73% | 7.17% | 79.51% | - |
| Coca-Cola (KO) | 5.59% | 4.27% | 98.92% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 5.49% | 8.59% | 79.58% | - |
| Berkshire Hathaway (BRK.B) | 5.37% | 5.27% | 98.92% | - |
 Bitcoin (BTC) | 5.33% | 4.65% | 87.49% | - |
 iShares Core S&P US Growth (IUSG) | 5.01% | 5.6% | 79.65% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 4.05% | 4.79% | 79.58% | - |
 Invesco QQQ (QQQ) | 4.03% | 4.38% | 80.37% | - |
 Amazon (AMZN) | 3.53% | 3.28% | 89.36% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 3.28% | 3.45% | 79.37% | - |
 iShares Russell 1000 Growth ETF (IWF) | 3.2% | 3.61% | 79.15% | - |
 Vanguard Real Estate ETF (VNQ) | 3.16% | 3.34% | 79.15% | - |
| Sony (SONY) | 3.03% | 2.11% | 98.92% | - |
| Apple (AAPL) | 2.65% | 1.42% | 98.92% | - |
 iShares MSCI India ETF (INDA) | 2.45% | 0% | 75.34% | 9/9/2026 |
 Ishares Russell 2000 ETF (IWM) | 2.29% | 2.53% | 78.94% | - |
 Alibaba (BABA) | 2% | 0% | 31.7% | 3/25/2024 |
 Alphabet (GOOG) | 1.71% | 2.36% | 82.53% | - |
 Meta (META) | 1.71% | 0% | 19.27% | 10/2/2023 |
 iShares ESG Aware MSCI USA ETF (ESGU) | 1.68% | 1.99% | 79.3% | - |
 Ethereum (ETH) | 1.66% | 0% | 71.1% | 7/23/2026 |
 Vanguard Morningstar Value ETF (VTV) | 1.37% | 2.17% | 61.54% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.27% | 0% | 37.74% | 10/30/2024 |
 GlaxoSmithKline (GSK) | 1.22% | 1.08% | 82.89% | - |
| Tesla (TSLA) | 1.14% | 0.5% | 98.92% | - |
 Vanguard Financials ETF (VFH) | 1.01% | 1.69% | 50.54% | - |
 Johnson & Johnson (JNJ) | 0.96% | 1% | 83.11% | - |
 State Street SPDR Dow Jones In (DIA.US) | 0.94% | 0% | 9.42% | 5/15/2023 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.84% | 0% | 9.42% | 5/15/2023 |
 Pfizer (PFE) | 0.78% | 1.08% | 83.11% | - |
 Vanguard Total Bond Market ETF (BND) | 0.76% | 1.13% | 50.9% | - |
 Mastercard (MA) | 0.63% | 0.78% | 69.52% | - |
 HSBC (HSBC) | 0.56% | 0% | 26.1% | 2/21/2024 |
 NVIDIA (NVDA) | 0.55% | 0% | 9.42% | 5/15/2023 |
 POET Technologies Inc (POET) | 0.46% | 0.95% | 17.33% | - |
 NikolayNedyalkov | 0.46% | 0% | 20.35% | 10/18/2023 |
 Nestle (NESN.ZU) | 0.43% | 0% | 18.48% | 9/21/2023 |
 TSMC (TSM) | 0.43% | 0% | 9.42% | 5/15/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.39% | 0% | 9.42% | 5/15/2023 |
 iShares Core High Dividend ETF (HDV) | 0.33% | 0% | 31.56% | 10/30/2024 |
 Disney (DIS) | 0.3% | 0% | 9.42% | 5/15/2023 |
 Microsoft (MSFT) | 0.29% | 0% | 9.42% | 5/15/2023 |
 Goldman Sachs (GS) | 0.27% | 0.5% | 65.56% | - |
 Netflix (NFLX) | 0.27% | 0% | 9.42% | 5/15/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.26% | 0.38% | 53.27% | - |
 AMD (AMD) | 0.24% | 0% | 9.42% | 5/15/2023 |
 eToro Group LTD (ETOR) | 0.23% | 0% | 32.06% | 8/18/2026 |
 Intuitive Surgical (ISRG) | 0.2% | 0.59% | 26.82% | - |
 PayPal (PYPL) | 0.16% | 0% | 17.18% | 9/1/2023 |
 Merck (MRK) | 0.14% | 0.52% | 32.57% | - |
 Palantir (PLTR) | 0.14% | 0% | 28.32% | 8/4/2026 |
 UiPath (PATH) | 0.13% | 0% | 29.69% | 10/30/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.13% | 0% | 9.42% | 5/15/2023 |
 Uber Technologies Inc. (UBER.RTH) | 0.12% | 0.77% | 17.04% | - |
 Ingredion (INGR) | 0.11% | 1.74% | 6.33% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.1% | 0% | 49.6% | 8/17/2026 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.1% | 0% | 28.18% | 10/8/2025 |
 Philips (PHIA.NV) | 0.1% | 0% | 15.96% | 8/14/2023 |
 Broadcom (AVGO) | 0.09% | 0.35% | 26.6% | - |
 Chubb (CB) | 0.09% | 1.85% | 5.32% | - |
 Credo (CRDO) | 0.08% | 0% | 20.99% | 8/17/2026 |
 Opendoor (OPEN) | 0.08% | 0.09% | 27.89% | - |
 Kinsale (KNSL) | 0.06% | 0% | 34.36% | 10/13/2025 |
 Visa (V.RTH) | 0.05% | 1.38% | 3.81% | - |
 Snam (SRG.MI) | 0.05% | 0.17% | 24.95% | - |
 Microsoft (MSFT.RTH) | 0.04% | 0.32% | 15.03% | - |
 Alibaba (9988.HK) | 0.04% | 0% | 9.49% | 5/16/2023 |
 UnitedHealth (UNH) | 0.04% | 0.31% | 13.8% | - |
 Volvo (VOLV-A.ST) | 0.03% | 0.12% | 24.87% | - |
 Vistra (VST) | 0.03% | 0.59% | 5.39% | - |
 McKesson Corp (MCK.RTH) | 0.02% | 0.4% | 5.39% | - |
 JD.com (JD.US) | 0.02% | 0% | 9.42% | 5/15/2023 |
 AptarGroup (ATR) | 0.02% | 0.24% | 7.4% | - |
 Vinci (DG.PA) | 0.01% | 0% | 17.76% | 7/24/2026 |
 HeidelbergCement (HEI.DE) | 0.01% | 0% | 17.83% | 7/24/2026 |
 Walmart (WMT) | 0.01% | 0% | 1.87% | 1/27/2023 |
 British American Tobacco (BTI) | 0.01% | 0.22% | 5.25% | - |
 Datadog (DDOG) | 0.01% | 0.24% | 3.81% | - |
 Mueller Industries (MLI) | 0.01% | 0.17% | 5.39% | - |
 Toll Brothers (TOL) | 0.01% | 0.19% | 5.25% | - |
 Red Cat Holdings Inc (RCAT) | 0.01% | 0% | 11.86% | 8/18/2026 |
 Visa (V) | 0.01% | 0% | 1.87% | 1/27/2023 |
 Cincinnati Financial (CINF) | 0.01% | 0.16% | 5.32% | - |
 PepsiCo (PEP) | 0.01% | 0% | 1.87% | 1/27/2023 |
 Uber (UBER) | 0.01% | 0% | 2.66% | 4/6/2026 |
 Korn Ferry (KFY) | 0.01% | 0.13% | 5.25% | - |
 Lennar (LEN) | 0.01% | 0.14% | 5.32% | - |
 PNC (PNC) | 0.01% | 0.12% | 5.32% | - |
 Stock Yards Bancorp (SYBT) | 0.01% | 0.16% | 3.81% | - |
 Terra Classic (LUNC) | 0% | 0% | 1.87% | 1/27/2023 |
 Vale (VALE) | 0% | 0.06% | 5.25% | - |
 Kinder Morgan (KMI) | 0% | 0.08% | 5.32% | - |
 Virgin Galactic (SPCE) | 0% | 0% | 1.87% | 1/27/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0% | 0% | 0.22% | 8/14/2023 |
 HNI (HNI) | 0% | 0.06% | 5.25% | - |
 Huntsman (HUN) | 0% | 0.05% | 5.25% | - |
 API3 (API3) | 0% | 0% | 1.87% | 1/27/2023 |
 NVIDIA (NVDA.RTH) | 0% | 0% | 0.07% | 8/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Morningstar Total Stock Market ETF (VTI) | 9.44% | 8.67% |
| iShares Core Dividend Growth ETF (DGRO) | 8.8% | 8.51% |
| Schwab US Dividend Equity ETF (SCHD) | 7.81% | 6.46% |
| iShares Core S&P US Growth (IUSG) | 5.13% | 6.36% |
| Bitcoin (BTC) | 2.74% | 5.7% |
| State Street Technology Select Sector SPDR ETF (XLK) | 3.91% | 4.9% |
| Invesco QQQ (QQQ) | 3.96% | 4.84% |
| iShares Russell 1000 Growth ETF (IWF) | 4.02% | 4.5% |
| Berkshire Hathaway (BRK.B) | 3.79% | 4.08% |
| Coca-Cola (KO) | 4.32% | 3.84% |
| Amazon (AMZN) | 2.95% | 3.8% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 4.13% | 3.58% |
| iShares MSCI India ETF (INDA) | 4.24% | 3.38% |
| Vanguard Real Estate ETF (VNQ) | 3.84% | 3.25% |
| Ishares Russell 2000 ETF (IWM) | 2.82% | 2.77% |
| Alphabet (GOOG) | 1.41% | 2.45% |
| Sony (SONY) | 2.18% | 2.3% |
| Vanguard Morningstar Value ETF (VTV) | 2.75% | 2.26% |
| iShares ESG Aware MSCI USA ETF (ESGU) | 2.19% | 2.23% |
| Vanguard Financials ETF (VFH) | 2.56% | 2.03% |
| Vanguard Total Bond Market ETF (BND) | 1.99% | 1.45% |
| Apple (AAPL) | 1.13% | 1.39% |
| GlaxoSmithKline (GSK) | 1.38% | 1.33% |
| Intuitive Surgical (ISRG) | 1.08% | 0.97% |
| Johnson & Johnson (JNJ) | 1.08% | 0.94% |
| eToro Group LTD (ETOR) | 1.7% | 0.87% |
| Mastercard (MA) | 0.96% | 0.87% |
| Pfizer (PFE) | 1.47% | 0.87% |
| Ethereum (ETH) | 0.64% | 0.83% |
| Tesla (TSLA) | 0.63% | 0.7% |
| Goldman Sachs (GS) | 0.54% | 0.62% |
| Palantir (PLTR) | 0.7% | 0.6% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.62% | 0.46% |
| Merck (MRK) | 0.5% | 0.46% |
| Opendoor (OPEN) | 0.69% | 0.38% |
| Credo (CRDO) | 0.51% | 0.36% |
| Broadcom (AVGO) | 0.52% | 0.36% |
| Snam (SRG.MI) | 0.26% | 0.19% |
| Volvo (VOLV-A.ST) | 0.18% | 0.14% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.2% | 0.13% |
| Vinci (DG.PA) | 0.11% | 0.08% |
| HeidelbergCement (HEI.DE) | 0.1% | 0.08% |
Cash & Instruments Over Time
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