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Portfolio Diversification
Range
Most Diversified
27 instruments
August 12, 2025
Least Diversified
0 instruments
November 14, 2025
Average
16.3 instruments
Most Consistent Holdings
Top 5
QQQ99.43%
VOOG99.43%
VGT99.43%
NVDA98.44%
VOO73.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 14, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Information Technology (VGT) | 17.5% | 3.07% | 99.43% | - |
| Vanguard S&P 500 Growth ETF (VOOG) | 17.29% | 5.3% | 99.43% | - |
 BigTech | 13.89% | 0% | 91.23% | 4/21/2026 |
| Vanguard S&P 500 ETF (VOO) | 9.12% | 7.72% | 73.13% | - |
| NVIDIA (NVDA) | 7.22% | 6.84% | 98.44% | - |
 thomaspj | 4.89% | 0% | 60.54% | 4/21/2026 |
| Invesco QQQ (QQQ) | 4.72% | 5.32% | 99.43% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.81% | 5.67% | 55.87% | - |
 SPDR Gold (GLD) | 2.65% | 1.57% | 55.87% | - |
 Berkshire Hathaway (BRK.B) | 2.64% | 0% | 61.24% | 1/22/2026 |
 fernandotapia04 | 2.64% | 0% | 44.41% | 4/21/2026 |
 iShares Gold Trust (IAU) | 2.28% | 6.33% | 53.04% | - |
 Alibaba (BABA) | 1.88% | 4.58% | 53.04% | - |
 Broadcom (AVGO) | 1.74% | 1.2% | 68.88% | - |
 RBC (RY) | 1.73% | 2.24% | 70.86% | - |
 American Express (AXP) | 1.5% | 0% | 55.59% | 1/8/2026 |
 FundManagerZech | 1.39% | 0% | 47.24% | 1/23/2026 |
 Bitcoin (BTC) | 0.88% | 0% | 60.11% | 1/14/2026 |
 Amazon (AMZN) | 0.37% | 0% | 54.03% | 1/8/2026 |
 AT&T (T) | 0.33% | 0% | 51.06% | 1/8/2026 |
 Johnson & Johnson (JNJ) | 0.29% | 0% | 45.69% | 1/22/2026 |
 Visa (V) | 0.25% | 0% | 36.35% | 11/17/2025 |
 Vanguard Growth ETF (VUG) | 0.19% | 0% | 13.58% | 1/22/2026 |
 Cisco (CSCO) | 0.13% | 0% | 47.24% | 1/22/2026 |
 Apple (AAPL) | 0.13% | 0% | 7.92% | 2/14/2025 |
 Caterpillar (CAT) | 0.1% | 0% | 1.98% | 5/27/2024 |
 Walmart (WMT) | 0.09% | 0% | 24.75% | 8/14/2025 |
 Mastercard (MA) | 0.06% | 0% | 24.75% | 8/14/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 37.77% | 11/17/2025 |
 Coca-Cola Consolidated (COKE) | 0.03% | 0% | 0.99% | 5/20/2024 |
 Sage CVR delisting (SAGE CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 Growth ETF (VOOG) | 10.96% | 11.7% |
| Vanguard Information Technology (VGT) | 10.24% | 11.06% |
| Vanguard S&P 500 ETF (VOO) | 11.13% | 10.75% |
| thomaspj | 11.01% | 9.85% |
| BigTech | 6.19% | 7.34% |
| Invesco QQQ (QQQ) | 5.29% | 5.46% |
| iShares Gold Trust (IAU) | 5.35% | 5.42% |
| SPDR Gold (GLD) | 5.14% | 5.34% |
| NVIDIA (NVDA) | 4.45% | 4.88% |
| fernandotapia04 | 4.88% | 4.74% |
| Schwab US Dividend Equity ETF (SCHD) | 4.73% | 4.16% |
| Alibaba (BABA) | 4.21% | 3.83% |
| Broadcom (AVGO) | 3.89% | 3.74% |
| Berkshire Hathaway (BRK.B) | 3.8% | 3.37% |
| FundManagerZech | 2.1% | 1.84% |
| RBC (RY) | 1.44% | 1.67% |
| American Express (AXP) | 1.52% | 1.59% |
| Vanguard Growth ETF (VUG) | 1.52% | 1.33% |
| Bitcoin (BTC) | 0.77% | 0.61% |
| Johnson & Johnson (JNJ) | 0.44% | 0.46% |
| Amazon (AMZN) | 0.36% | 0.32% |
| AT&T (T) | 0.37% | 0.31% |
| Cisco (CSCO) | 0.19% | 0.2% |
| Sage CVR delisting (SAGE CVR) | 0% | 0% |
Cash & Instruments Over Time
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