Holdings over time
(Since October 29, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Amazon (AMZN) | 9.28% | 1.03% | 99.29% | - |
 Apple (AAPL) | 5.97% | 0.8% | 95.48% | - |
 Microsoft (MSFT) | 3.89% | 0.84% | 91.1% | - |
 Alphabet (GOOGL) | 3.79% | 0.85% | 91.1% | - |
 Tesla (TSLA) | 3.29% | 0.7% | 87.43% | - |
 NVIDIA (NVDA) | 2.62% | 2.22% | 75.14% | - |
 UnitedHealth (UNH) | 2.11% | 0.54% | 83.47% | - |
 Alphabet (GOOG) | 1.96% | 0.69% | 77.97% | - |
 ExxonMobil (XOM) | 1.26% | 0.53% | 70.76% | - |
 Johnson & Johnson (JNJ) | 1.16% | 0.91% | 62.15% | - |
 JPMorgan (JPM) | 1.08% | 0.69% | 65.96% | - |
 Meta (META) | 0.81% | 0.85% | 57.91% | - |
 Chevron (CVX) | 0.78% | 0.86% | 51.84% | - |
 Cisco (CSCO) | 0.76% | 1.02% | 50.99% | - |
 Adobe (ADBE) | 0.72% | 0.92% | 51.41% | - |
 Pfizer (PFE) | 0.71% | 0.91% | 50.56% | - |
 Shell (SHEL.L) | 0.71% | 0.88% | 50.56% | - |
 AMD (AMD) | 0.64% | 0.74% | 50% | - |
 Nestle (NESN.ZU) | 0.62% | 1.25% | 51.84% | - |
 Broadcom (AVGO) | 0.6% | 0.91% | 51.55% | - |
 ASML (ASML.NV) | 0.57% | 0.52% | 51.55% | - |
 Netflix (NFLX) | 0.56% | 0.84% | 50.56% | - |
 Bank of America (BAC) | 0.55% | 0.71% | 51.41% | - |
 Costco (COST) | 0.53% | 0.71% | 51.41% | - |
 Berkshire Hathaway (BRK.B) | 0.53% | 0.6% | 53.81% | - |
 Salesforce (CRM) | 0.52% | 0.65% | 50.99% | - |
 Eli Lilly (LLY) | 0.51% | 0.68% | 51.55% | - |
 Danaher (DHR) | 0.5% | 0.63% | 50.56% | - |
 Novo Nordisk (NOVO-B.CO) | 0.49% | 0.53% | 51.41% | - |
 Oracle (ORCL) | 0.48% | 0.77% | 50.56% | - |
 Home Depot (HD) | 0.48% | 0.61% | 51.84% | - |
 Thermo Fisher (TMO) | 0.47% | 0.57% | 50.99% | - |
 Visa (V) | 0.47% | 0.54% | 52.4% | - |
 Toyota (TM) | 0.47% | 0.44% | 50.56% | - |
 Merck (MRK) | 0.47% | 0.46% | 51.69% | - |
 Procter & Gamble (PG) | 0.46% | 0.53% | 52.4% | - |
 LVMH (MC.PA) | 0.46% | 0.86% | 50.99% | - |
 Walmart (WMT) | 0.46% | 0.67% | 51.41% | - |
 Linde (LIN) | 0.46% | 0.58% | 50.56% | - |
 Abbott (ABT) | 0.46% | 0.56% | 50.56% | - |
 Mastercard (MA) | 0.45% | 0.57% | 51.84% | - |
 Coca-Cola (KO) | 0.45% | 0.57% | 51.41% | - |
 AbbVie (ABBV) | 0.45% | 0.56% | 51.69% | - |
 Accenture (ACN) | 0.45% | 0.57% | 50.71% | - |
 AstraZeneca (AZN.L) | 0.44% | 0.53% | 50.99% | - |
 Novartis (NVS) | 0.43% | 0.55% | 50.99% | - |
 PepsiCo (PEP) | 0.42% | 0.48% | 51.41% | - |
 McDonald's (MCD) | 0.42% | 0.54% | 50.56% | - |
 Roche (ROG.ZU) | 0.41% | 0.51% | 50.99% | - |
 Comcast (CMCSA) | 0.4% | 0.45% | 50.56% | - |
 Intel (INTC) | 0.14% | 1.32% | 12.29% | - |
 Micron (MU) | 0.14% | 1.52% | 12.29% | - |
 Booking (BKNG) | 0.12% | 1.11% | 12.29% | - |
 Applied Materials (AMAT) | 0.11% | 0.85% | 12.29% | - |
 Wells Fargo (WFC) | 0.11% | 1.01% | 12.29% | - |
 Qualcomm (QCOM) | 0.11% | 0.9% | 12.29% | - |
 Lam Research (LRCX) | 0.1% | 0.77% | 12.29% | - |
 IBM (IBM) | 0.06% | 0.54% | 12.29% | - |
 RBC (RY) | 0.06% | 0.51% | 12.29% | - |
 NextEra (NEE) | 0.06% | 0.5% | 12.29% | - |
 GE (GE) | 0.06% | 0.53% | 12.29% | - |
 Lowe's (LOW) | 0.06% | 0.52% | 12.29% | - |
 Raytheon (RTX) | 0.06% | 0.5% | 12.29% | - |
 Philip Morris (PM) | 0.06% | 0.47% | 12.29% | - |
 Caterpillar (CAT) | 0.06% | 0.52% | 12.29% | - |
 American Express (AXP) | 0.06% | 0.5% | 12.29% | - |
 Schneider Electric (SU.PA) | 0.06% | 0.51% | 12.29% | - |
 Elevance Health (ELV) | 0.06% | 0.8% | 12.29% | - |
 Intuitive Surgical (ISRG) | 0.06% | 0.51% | 12.29% | - |
 ServiceNow (NOW) | 0.06% | 0.5% | 12.29% | - |
 Eaton (ETN) | 0.06% | 0.52% | 12.29% | - |
 Union Pacific (UNP) | 0.06% | 0.45% | 12.29% | - |
 S&P Global (SPGI) | 0.06% | 0.48% | 12.29% | - |
 Unilever (ULVR.L) | 0.06% | 0.46% | 12.29% | - |
 Texas Instruments (TXN) | 0.06% | 0.45% | 12.29% | - |
 SAP (SAP.DE) | 0.06% | 0.48% | 12.29% | - |
 Honeywell (HON) | 0.06% | 0.49% | 12.29% | - |
 CommBank (CBA.ASX) | 0.06% | 0.48% | 12.15% | - |
 Intuit (INTU) | 0.06% | 0.44% | 12.29% | - |
 Siemens (SIE.DE) | 0.06% | 0.49% | 12.29% | - |
 Disney (DIS) | 0.06% | 0.48% | 12.29% | - |
 HSBC (HSBA.L) | 0.06% | 0.46% | 12.29% | - |
 TotalEnergies (TTE.PA) | 0.06% | 0.44% | 12.29% | - |
 ConocoPhillips (COP) | 0.05% | 0.42% | 12.29% | - |
 BHP (BHP.ASX) | 0.05% | 0.45% | 12.15% | - |
 Amgen (AMGN) | 0.05% | 0.41% | 12.29% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Cisco (CSCO) | 1.99% | 1.88% |
| Pfizer (PFE) | 1.99% | 1.86% |
| Johnson & Johnson (JNJ) | 1.99% | 1.81% |
| Chevron (CVX) | 1.99% | 1.75% |
| Amazon (AMZN) | 1% | 1.71% |
| NVIDIA (NVDA) | 1% | 1.58% |
| Microsoft (MSFT) | 1% | 1.56% |
| Alphabet (GOOGL) | 1% | 1.49% |
| AMD (AMD) | 1% | 1.42% |
| Apple (AAPL) | 1% | 1.34% |
| Salesforce (CRM) | 1% | 1.21% |
| Alphabet (GOOG) | 1% | 1.21% |
| Bank of America (BAC) | 1% | 1.18% |
| Broadcom (AVGO) | 1% | 1.17% |
| Tesla (TSLA) | 1% | 1.17% |
| ASML (ASML.NV) | 1% | 1.11% |
| Danaher (DHR) | 1% | 1.1% |
| Accenture (ACN) | 1% | 1.1% |
| Netflix (NFLX) | 1% | 1.09% |
| Abbott (ABT) | 1% | 1.08% |
| Costco (COST) | 1% | 1.08% |
| JPMorgan (JPM) | 1% | 1.08% |
| Meta (META) | 1% | 1.08% |
| Home Depot (HD) | 1% | 1.07% |
| Thermo Fisher (TMO) | 1% | 1.05% |
| McDonald's (MCD) | 1% | 1.05% |
| Linde (LIN) | 1% | 1.02% |
| UnitedHealth (UNH) | 1% | 1.02% |
| LVMH (MC.PA) | 1% | 1.01% |
| Adobe (ADBE) | 1% | 1.01% |
| Visa (V) | 1% | 1.01% |
| Comcast (CMCSA) | 1% | 1% |
| Coca-Cola (KO) | 1% | 0.99% |
| Novartis (NVS) | 1% | 0.98% |
| Toyota (TM) | 1% | 0.98% |
| Mastercard (MA) | 1% | 0.98% |
| PepsiCo (PEP) | 1% | 0.97% |
| Merck (MRK) | 1% | 0.97% |
| AstraZeneca (AZN.L) | 1% | 0.96% |
| AbbVie (ABBV) | 1% | 0.96% |
| Oracle (ORCL) | 1% | 0.96% |
| Roche (ROG.ZU) | 1% | 0.95% |
| Berkshire Hathaway (BRK.B) | 1% | 0.95% |
| Novo Nordisk (NOVO-B.CO) | 1% | 0.94% |
| Procter & Gamble (PG) | 1% | 0.94% |
| Eli Lilly (LLY) | 1% | 0.91% |
| Walmart (WMT) | 1% | 0.91% |
| ExxonMobil (XOM) | 1% | 0.9% |
| Shell (SHEL.L) | 1% | 0.86% |
| Nestle (NESN.ZU) | 1% | 0.86% |