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Portfolio Diversification
Range
Most Diversified
27 instruments
August 12, 2025
Least Diversified
0 instruments
November 14, 2025
Average
16.1 instruments
Most Consistent Holdings
Top 5
QQQ98.94%
VOOG98.94%
VGT98.94%
NVDA98.01%
VOO74.24%
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) | 16.91% | 3.37% | 98.94% | - |
| Vanguard S&P 500 Growth ETF (VOOG) | 16.69% | 5.4% | 98.94% | - |
 BigTech | 13.63% | 0% | 90.57% | 6/6/2026 |
| Vanguard S&P 500 ETF (VOO) | 9.03% | 7.76% | 74.24% | - |
| NVIDIA (NVDA) | 7.17% | 6.73% | 98.01% | - |
 thomaspj | 5.15% | 0% | 61.75% | 6/6/2026 |
| Invesco QQQ (QQQ) | 4.74% | 5.56% | 98.94% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.97% | 5.67% | 58.03% | - |
 SPDR Gold (GLD) | 2.85% | 1.39% | 58.03% | - |
 fernandotapia04 | 2.78% | 0% | 46.61% | 6/6/2026 |
 iShares Gold Trust (IAU) | 2.53% | 5.6% | 55.38% | - |
 Berkshire Hathaway (BRK.B) | 2.48% | 0% | 57.5% | 1/22/2026 |
 Alibaba (BABA) | 2% | 3.9% | 55.38% | - |
 Broadcom (AVGO) | 1.93% | 1.1% | 70.25% | - |
 RBC (RY) | 1.75% | 2.35% | 72.11% | - |
 American Express (AXP) | 1.41% | 0% | 52.19% | 1/8/2026 |
 FundManagerZech | 1.3% | 0% | 44.36% | 1/23/2026 |
 Bitcoin (BTC) | 0.82% | 0% | 56.44% | 1/14/2026 |
 Amazon (AMZN) | 0.34% | 0% | 50.73% | 1/8/2026 |
 AT&T (T.US) | 0.31% | 0% | 47.94% | 1/8/2026 |
 Johnson & Johnson (JNJ) | 0.27% | 0% | 42.9% | 1/22/2026 |
 Visa (V) | 0.24% | 0% | 34.13% | 11/17/2025 |
 Vanguard Growth ETF (VUG) | 0.18% | 0% | 12.75% | 1/22/2026 |
 Cisco (CSCO) | 0.13% | 0% | 44.36% | 1/22/2026 |
 Apple (AAPL) | 0.12% | 0% | 7.44% | 2/14/2025 |
 Caterpillar (CAT) | 0.09% | 0% | 1.86% | 5/27/2024 |
 Walmart (WMT) | 0.08% | 0% | 23.24% | 8/14/2025 |
 Mastercard (MA) | 0.05% | 0% | 23.24% | 8/14/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 35.46% | 11/17/2025 |
 Coca-Cola Consolidated (COKE) | 0.02% | 0% | 0.93% | 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.US) | 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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