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Portfolio Diversification
Range
Most Diversified
48 instruments
July 21, 2026
Least Diversified
0 instruments
October 26, 2025
Average
31.7 instruments
Most Consistent Holdings
Top 5
AAPL99%
KO99%
SONY99%
TSLA99%
BRK.B99%
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) | 6.8% | 8.9% | 78.2% | - |
| Coca-Cola (KO) | 5.71% | 4.18% | 99% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.66% | 7.14% | 78.2% | - |
| Berkshire Hathaway (BRK.B) | 5.44% | 3.59% | 99% | - |
 Bitcoin (BTC) | 5.39% | 3.99% | 86.75% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.26% | 9.06% | 78.27% | - |
 iShares Core S&P US Growth (IUSG) | 4.96% | 6.02% | 78.35% | - |
 Invesco QQQ (QQQ) | 4% | 4.67% | 79.12% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 3.98% | 5.13% | 78.27% | - |
 Amazon (AMZN) | 3.54% | 3.96% | 88.75% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 3.29% | 3.24% | 78.04% | - |
 iShares Russell 1000 Growth ETF (IWF) | 3.16% | 3.88% | 77.81% | - |
 Vanguard Real Estate ETF (VNQ) | 3.15% | 3.64% | 77.81% | - |
| Sony (SONY) | 3.11% | 2.07% | 99% | - |
| Apple (AAPL) | 2.75% | 1.36% | 99% | - |
 iShares MSCI India ETF (INDA) | 2.58% | 2.68% | 77.81% | - |
 Ishares Russell 2000 ETF (IWM) | 2.27% | 2.82% | 77.58% | - |
 Alibaba (BABA) | 2.14% | 0% | 33.98% | 3/25/2024 |
 Meta (META) | 1.83% | 0% | 20.65% | 10/2/2023 |
 Ethereum (ETH) | 1.77% | 0% | 76.19% | 7/23/2026 |
 iShares ESG Aware MSCI USA ETF (ESGU) | 1.66% | 2.1% | 77.97% | - |
 Alphabet (GOOG) | 1.63% | 3.22% | 81.43% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.37% | 0% | 40.45% | 10/30/2024 |
 Vanguard Value ETF (VTV) | 1.32% | 2.24% | 58.94% | - |
 GlaxoSmithKline (GSK) | 1.24% | 1.2% | 81.82% | - |
| Tesla (TSLA) | 1.19% | 0.42% | 99% | - |
 State Street SPDR Dow Jones In (DIA.US) | 1.01% | 0% | 10.09% | 5/15/2023 |
 Vanguard Financials ETF (VFH) | 0.96% | 1.83% | 47.15% | - |
 Johnson & Johnson (JNJ) | 0.96% | 1% | 82.05% | - |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.9% | 0% | 10.09% | 5/15/2023 |
 Pfizer (PFE) | 0.77% | 0.75% | 82.05% | - |
 Vanguard Total Bond Market ETF (BND) | 0.73% | 1.22% | 47.53% | - |
 Mastercard (MA) | 0.62% | 0.75% | 67.49% | - |
 HSBC (HSBC) | 0.6% | 0% | 27.97% | 2/21/2024 |
 NVIDIA (NVDA) | 0.59% | 0% | 10.09% | 5/15/2023 |
 NikolayNedyalkov | 0.49% | 0% | 21.8% | 10/18/2023 |
 Nestle (NESN.ZU) | 0.47% | 0% | 19.8% | 9/21/2023 |
 TSMC (TSM) | 0.46% | 0% | 10.09% | 5/15/2023 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.42% | 0% | 10.09% | 5/15/2023 |
 POET Technologies Inc (POET) | 0.36% | 2.7% | 11.56% | - |
 iShares Core High Dividend ETF (HDV) | 0.35% | 0% | 33.82% | 10/30/2024 |
 Disney (DIS) | 0.32% | 0% | 10.09% | 5/15/2023 |
 Microsoft (MSFT) | 0.31% | 0% | 10.09% | 5/15/2023 |
 Netflix (NFLX) | 0.29% | 0% | 10.09% | 5/15/2023 |
 AMD (AMD) | 0.26% | 0% | 10.09% | 5/15/2023 |
 Goldman Sachs (GS) | 0.25% | 0.61% | 63.25% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.25% | 0.42% | 50.08% | - |
 eToro Group LTD (ETOR) | 0.24% | 0.76% | 33.05% | - |
 PayPal (PYPL) | 0.17% | 0% | 18.41% | 9/1/2023 |
 Intuitive Surgical (ISRG) | 0.17% | 0.52% | 21.73% | - |
 Palantir (PLTR) | 0.15% | 0.36% | 30.12% | - |
 UiPath (PATH) | 0.14% | 0% | 31.82% | 10/30/2024 |
 iShares MSCI South Korea ETF (EWY) | 0.13% | 0% | 10.09% | 5/15/2023 |
 Merck (MRK) | 0.12% | 0.49% | 27.89% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.11% | 0% | 30.2% | 10/8/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.11% | 0.1% | 51.93% | - |
 Philips (PHIA.NV) | 0.11% | 0% | 17.1% | 8/14/2023 |
 Credo (CRDO) | 0.08% | 0.45% | 21.26% | - |
 Broadcom (AVGO) | 0.08% | 0.35% | 21.49% | - |
 Uber Technologies Inc. (UBER.RTH) | 0.08% | 0.78% | 11.25% | - |
 Opendoor (OPEN) | 0.07% | 0.21% | 22.88% | - |
 Kinsale (KNSL) | 0.07% | 0% | 36.83% | 10/13/2025 |
 Alibaba (9988.HK) | 0.04% | 0% | 10.17% | 5/16/2023 |
 Snam (SRG.MI) | 0.04% | 0.17% | 19.72% | - |
 Volvo (VOLV-A.ST) | 0.03% | 0.15% | 19.65% | - |
 Microsoft (MSFT.RTH) | 0.02% | 0.31% | 9.09% | - |
 UnitedHealth (UNH) | 0.02% | 0.28% | 7.78% | - |
 JD.com (JD.US) | 0.02% | 0% | 10.09% | 5/15/2023 |
 Vinci (DG.PA) | 0.02% | 0% | 19.03% | 7/24/2026 |
 HeidelbergCement (HEI.DE) | 0.01% | 0% | 19.11% | 7/24/2026 |
 Walmart (WMT) | 0.01% | 0% | 2% | 1/27/2023 |
 Visa (V) | 0.01% | 0% | 2% | 1/27/2023 |
 Red Cat Holdings Inc (RCAT) | 0.01% | 0.05% | 11.4% | - |
 PepsiCo (PEP) | 0.01% | 0% | 2% | 1/27/2023 |
 Uber (UBER) | 0.01% | 0% | 2.85% | 4/6/2026 |
 Terra Classic (LUNC) | 0% | 0% | 2% | 1/27/2023 |
 Virgin Galactic (SPCE) | 0% | 0% | 2% | 1/27/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0% | 0% | 0.23% | 8/14/2023 |
 AptarGroup (ATR) | 0% | 0.25% | 0.92% | - |
 API3 (API3) | 0% | 0% | 2% | 1/27/2023 |
 NVIDIA (NVDA.RTH) | 0% | 0% | 0.08% | 8/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard 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 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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