Holdings over time
(Since November 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 64.68% | 78.91% | 97.11% | - |
 Vanguard Total International Stock ETF (VXUS) | 6.5% | 0% | 59.32% | 6/24/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 4.77% | 0% | 59.06% | 6/24/2024 |
 Alphabet (GOOG) | 3.19% | 4.11% | 92.91% | - |
 Invesco QQQ (QQQ) | 3% | 8.07% | 37.01% | - |
 Meta (META) | 2.11% | 3.46% | 89.76% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 1.98% | 0% | 57.22% | 6/24/2024 |
 American Express (AXP) | 1.75% | 2.87% | 98.43% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 1.63% | 0% | 56.17% | 6/24/2024 |
 Microsoft (MSFT) | 1.06% | 0% | 59.32% | 6/24/2024 |
 LVMH (MC.PA) | 0.96% | 0% | 59.06% | 6/24/2024 |
 Amazon (AMZN) | 0.91% | 2.34% | 39.11% | - |
 Alibaba (BABA) | 0.74% | 0% | 59.32% | 6/24/2024 |
 Lululemon (LULU) | 0.67% | 0% | 53.81% | 6/24/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.63% | 0% | 1.31% | 11/14/2023 |
 Equinix (EQIX) | 0.47% | 0% | 53.81% | 6/24/2024 |
 Crocs (CROX) | 0.41% | 0% | 57.74% | 6/24/2024 |
 PayPal (PYPL) | 0.39% | 0% | 59.32% | 6/24/2024 |
 PepsiCo (PEP) | 0.34% | 0% | 58.01% | 6/24/2024 |
 CVS Health (CVS) | 0.32% | 0% | 56.43% | 6/24/2024 |
 Starbucks (SBUX) | 0.29% | 0% | 57.48% | 6/24/2024 |
 Mastercard (MA) | 0.25% | 0% | 52.76% | 6/24/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.21% | 0% | 1.31% | 11/14/2023 |
 Enphase (ENPH) | 0.18% | 0% | 23.62% | 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% |