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Portfolio Diversification
Range
Most Diversified
10 instruments
May 8, 2026
Least Diversified
0 instruments
April 19, 2026
Average
8.2 instruments
Most Consistent Holdings
Top 5
VNQ86.05%
DGRO86.05%
VIG86.05%
JNJ86.05%
PG86.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 19, 2026)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Schwab US Dividend Equity ETF (SCHD) | 13.18% | 15.58% | 86.05% | - |
| Vanguard Dividend Appreciation ETF (VIG) | 8.67% | 10.27% | 86.05% | - |
| iShares Core Dividend Growth ETF (DGRO) | 8.64% | 10.2% | 86.05% | - |
| Vanguard Real Estate ETF (VNQ) | 8.57% | 9.93% | 86.05% | - |
 Coca-Cola (KO) | 4.51% | 5.22% | 86.05% | - |
| Procter & Gamble (PG) | 4.35% | 5% | 86.05% | - |
| Johnson & Johnson (JNJ) | 4.32% | 4.95% | 86.05% | - |
 PepsiCo (PEP) | 4.08% | 4.61% | 83.72% | - |
 McDonald's (MCD) | 3.94% | 4.59% | 83.72% | - |
 iShares Global REIT ETF (REET) | 2.31% | 4.97% | 46.51% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
There is no history available for this day.
Cash & Instruments Over Time
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