Holdings over time
(Since November 7, 2023)
Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
---|---|---|---|---|
Vanguard S&P 500 ETF (VOO) | 63.63% | 78.96% | 97.13% | - |
Vanguard Total International Stock ETF (VXUS) | 7.1% | 0% | 64.76% | 6/24/2024 |
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 5.21% | 0% | 64.47% | 6/24/2024 |
Alphabet (GOOG) | 3.1% | 4.17% | 92.55% | - |
Invesco QQQ (QQQ) | 2.56% | 8.07% | 31.52% | - |
Ishares MSCI JAPAN ETF (EWJ) | 2.16% | 0% | 62.46% | 6/24/2024 |
Meta (META) | 1.99% | 3.63% | 89.11% | - |
iShares S&P Small-Cap 600 Value ETF (IJS) | 1.78% | 0% | 61.32% | 6/24/2024 |
American Express (AXP) | 1.67% | 2.63% | 98.57% | - |
Microsoft (MSFT) | 1.16% | 0% | 64.76% | 6/24/2024 |
LVMH (MC.PA) | 1.05% | 0% | 64.47% | 6/24/2024 |
Alibaba (BABA) | 0.8% | 0% | 64.76% | 6/24/2024 |
Amazon (AMZN) | 0.78% | 2.29% | 33.81% | - |
Lululemon (LULU) | 0.73% | 0% | 58.74% | 6/24/2024 |
Vanguard Total Stock Market ETF (VTI) | 0.69% | 0% | 1.43% | 11/14/2023 |
Equinix (EQIX) | 0.51% | 0% | 58.74% | 6/24/2024 |
Crocs (CROX) | 0.45% | 0% | 63.04% | 6/24/2024 |
PayPal (PYPL) | 0.43% | 0% | 64.76% | 6/24/2024 |
PepsiCo (PEP) | 0.37% | 0% | 63.32% | 6/24/2024 |
CVS Health (CVS) | 0.35% | 0% | 61.6% | 6/24/2024 |
Starbucks (SBUX) | 0.31% | 0% | 62.75% | 6/24/2024 |
Mastercard (MA) | 0.27% | 0% | 57.59% | 6/24/2024 |
Vanguard Total Bond Market ETF (BND) | 0.23% | 0% | 1.43% | 11/14/2023 |
Enphase (ENPH) | 0.2% | 0% | 25.79% | 2/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
Instrument | Invested | Value |
---|---|---|
Vanguard S&P 500 ETF (VOO) | 58.74% | 58.81% |
Vanguard Total International Stock ETF (VXUS) | 11.48% | 11.43% |
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 7.62% | 7.25% |
Ishares MSCI JAPAN ETF (EWJ) | 3.55% | 3.49% |
iShares S&P Small-Cap 600 Value ETF (IJS) | 3.07% | 3.29% |
Alphabet (GOOG) | 2.68% | 2.67% |
Microsoft (MSFT) | 1.87% | 1.8% |
LVMH (MC.PA) | 1.62% | 1.64% |
Lululemon (LULU) | 1.53% | 1.62% |
Alibaba (BABA) | 1.24% | 1.2% |
American Express (AXP) | 1.05% | 1.14% |
Meta (META) | 0.96% | 1.02% |
Equinix (EQIX) | 0.96% | 0.91% |
CVS Health (CVS) | 0.57% | 0.64% |
PayPal (PYPL) | 0.57% | 0.59% |
PepsiCo (PEP) | 0.57% | 0.56% |
Starbucks (SBUX) | 0.57% | 0.51% |
Crocs (CROX) | 0.48% | 0.49% |
Enphase (ENPH) | 0.38% | 0.48% |
Mastercard (MA) | 0.48% | 0.47% |