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Portfolio Diversification
Range
Most Diversified
27 instruments
August 12, 2025
Least Diversified
0 instruments
November 14, 2025
Average
16.4 instruments
Most Consistent Holdings
Top 5
QQQ99.7%
VOOG99.7%
VGT99.7%
NVDA98.64%
VOO71.56%
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) | 18.17% | 8.19% | 99.7% | - |
| Vanguard S&P 500 Growth ETF (VOOG) | 17.95% | 8.3% | 99.7% | - |
 BigTech | 14.24% | 9.64% | 91.38% | - |
| Vanguard S&P 500 ETF (VOO) | 9.19% | 8.51% | 71.56% | - |
| NVIDIA (NVDA) | 7.29% | 6.3% | 98.64% | - |
| Invesco QQQ (QQQ) | 4.7% | 5.18% | 99.7% | - |
 thomaspj | 4.44% | 12.46% | 58.55% | - |
 Berkshire Hathaway (BRK.B) | 2.83% | 0% | 65.51% | 1/22/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 2.58% | 6.39% | 53.1% | - |
 fernandotapia04 | 2.45% | 5.94% | 41.3% | - |
 SPDR Gold (GLD) | 2.31% | 8.64% | 53.1% | - |
 iShares Gold Trust (IAU) | 1.9% | 8.77% | 50.08% | - |
 Alibaba (BABA) | 1.7% | 4.64% | 50.08% | - |
 RBC (RY) | 1.7% | 2.17% | 69.14% | - |
 American Express (AXP) | 1.61% | 0% | 59.46% | 1/8/2026 |
 Broadcom (AVGO) | 1.53% | 4.83% | 67.02% | - |
 FundManagerZech | 1.48% | 0% | 50.53% | 1/23/2026 |
 Bitcoin (BTC) | 0.94% | 0% | 64.3% | 1/14/2026 |
 Amazon (AMZN) | 0.39% | 0% | 57.79% | 1/8/2026 |
 AT&T (T) | 0.35% | 0% | 54.61% | 1/8/2026 |
 Johnson & Johnson (JNJ) | 0.31% | 0% | 48.87% | 1/22/2026 |
 Visa (V) | 0.27% | 0% | 38.88% | 11/17/2025 |
 Vanguard Growth ETF (VUG) | 0.21% | 0% | 14.52% | 1/22/2026 |
 Cisco (CSCO) | 0.14% | 0% | 50.53% | 1/22/2026 |
 Apple (AAPL) | 0.14% | 0% | 8.47% | 2/14/2025 |
 Caterpillar (CAT) | 0.11% | 0% | 2.12% | 5/27/2024 |
 Walmart (WMT) | 0.09% | 0% | 26.48% | 8/14/2025 |
 Mastercard (MA) | 0.06% | 0% | 26.48% | 8/14/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 40.39% | 11/17/2025 |
 Coca-Cola Consolidated (COKE) | 0.03% | 0% | 1.06% | 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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