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Portfolio Diversification
Range
Most Diversified
38 instruments
May 23, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.5 instruments
Most Consistent Holdings
Top 5
AAPL99.75%
MSFT99.75%
BRK.B99.75%
LLY99.75%
NVDA92.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.9% | 8.13% | 99.75% | - |
 Invesco QQQ (QQQ) | 7.49% | 0% | 85.37% | 10/30/2025 |
| Eli Lilly (LLY) | 6.1% | 7.29% | 99.75% | - |
| Apple (AAPL) | 5.67% | 6.04% | 99.75% | - |
 Broadcom (AVGO) | 4.77% | 0% | 66.97% | 4/9/2026 |
| NVIDIA (NVDA) | 4.46% | 7.5% | 92.47% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 3.84% | 0% | 34.36% | 2/5/2025 |
| Microsoft (MSFT) | 3.38% | 2.91% | 99.75% | - |
 UnitedHealth (UNH) | 3.13% | 0% | 66.3% | 10/30/2025 |
 Mastercard (MA) | 3.04% | 0% | 65.38% | 10/30/2025 |
 Crowdstrike (CRWD) | 2.97% | 0% | 53.76% | 4/9/2026 |
 Caterpillar (CAT) | 2.79% | 8.37% | 66.56% | - |
 Realty Income (O) | 2.36% | 0% | 31.77% | 1/23/2024 |
 Meta (META) | 2.19% | 0% | 61.04% | 4/9/2026 |
 AMD (AMD) | 2.12% | 0% | 59.11% | 12/18/2024 |
 Tesla (TSLA) | 1.73% | 2.71% | 75.5% | - |
 Alphabet (GOOG) | 1.5% | 4.41% | 47.49% | - |
 Vertex (VRTX) | 1.47% | 0% | 40.64% | 9/25/2024 |
 Waste Management (WM) | 1.39% | 0% | 62.04% | 6/27/2025 |
 ARK Innovation ETF (ARKK) | 1.17% | 0% | 41.89% | 5/24/2024 |
 McDonald's (MCD) | 1.16% | 0% | 35.28% | 3/6/2024 |
 Amazon (AMZN) | 1.08% | 4.42% | 84.45% | - |
 TSMC (TSM) | 0.99% | 0% | 28.34% | 4/9/2026 |
 O'Reilly Auto (ORLY) | 0.98% | 0% | 35.79% | 11/3/2025 |
 Deckers (DECK) | 0.95% | 0% | 28.26% | 2/10/2025 |
 T-Mobile (TMUS) | 0.94% | 0% | 50.84% | 9/10/2025 |
 Booking (BKNG) | 0.84% | 0% | 21.57% | 10/27/2025 |
 Texas Pacific (TPL) | 0.82% | 0% | 14.13% | 6/27/2025 |
 PepsiCo (PEP) | 0.82% | 0% | 31.94% | 1/25/2024 |
 Deere (DE) | 0.81% | 0% | 30.27% | 1/22/2024 |
 KLA (KLAC) | 0.78% | 0% | 16.22% | 12/18/2024 |
 iShares MSCI China ETF (MCHI) | 0.62% | 0% | 32.36% | 1/30/2024 |
 Trane (TT) | 0.57% | 0% | 19.57% | 4/9/2026 |
 McKesson (MCK) | 0.57% | 0% | 31.77% | 4/9/2026 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.53% | 0% | 13.55% | 6/15/2023 |
 iShares Silver Trust (SLV) | 0.48% | 4% | 13.96% | - |
 Chipotle (CMG) | 0.45% | 0% | 21.91% | 1/7/2025 |
 Spotify (SPOT) | 0.44% | 0% | 17.98% | 9/10/2025 |
 Arista (ANET) | 0.42% | 0% | 31.27% | 2/28/2025 |
 KraneShares CSI China Internet (KWEB) | 0.41% | 0% | 31.69% | 1/22/2024 |
 JPMorgan (JPM) | 0.38% | 0% | 29.35% | 4/9/2026 |
 SPDR Gold MiniShares Trust (GLDM) | 0.38% | 3.15% | 13.88% | - |
 AbbVie (ABBV) | 0.35% | 0% | 11.54% | 5/22/2023 |
 Eaton (ETN) | 0.34% | 0% | 14.13% | 4/9/2026 |
 Parker-Hannifin (PH) | 0.34% | 0% | 12.71% | 4/9/2026 |
 Hims & Hers (HIMS) | 0.3% | 0% | 11.71% | 10/27/2025 |
 Oracle (ORCL) | 0.27% | 0% | 10.2% | 10/27/2025 |
 Linde (LIN) | 0.27% | 5.11% | 31.1% | - |
 BlackRock (BLK) | 0.26% | 0% | 31.94% | 1/25/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.26% | 0% | 11.79% | 5/25/2023 |
 Medpace (MEDP) | 0.23% | 0% | 9.28% | 9/25/2024 |
 Novo-Nordisk (NVO) | 0.22% | 0% | 19.4% | 1/22/2024 |
 Sea (SE) | 0.22% | 0% | 10.28% | 10/27/2025 |
 Boston Scientific (BSX.US) | 0.22% | 0% | 10.28% | 10/27/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.2% | 7.47% | 3.51% | - |
 Hormel (HRL) | 0.2% | 0% | 11.79% | 5/25/2023 |
 Intuitive Surgical (ISRG) | 0.19% | 0% | 11.79% | 6/27/2025 |
 Walmart (WMT) | 0.19% | 0% | 13.04% | 6/27/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.19% | 0% | 11.79% | 5/25/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.18% | 0% | 1.84% | 1/23/2023 |
 Netflix (NFLX) | 0.18% | 0% | 8.03% | 9/10/2025 |
 STAG (STAG) | 0.17% | 0% | 2.59% | 2/2/2023 |
 HSBC (HSBA.L) | 0.15% | 0% | 31.77% | 1/23/2024 |
 Palantir (PLTR) | 0.14% | 0% | 6.19% | 11/7/2025 |
 Nebius Group NV (NBIS) | 0.14% | 0% | 4.85% | 11/7/2025 |
 ADP (ADP) | 0.13% | 0% | 6.35% | 9/10/2025 |
 LVMH (MC.PA) | 0.12% | 0% | 10.95% | 6/1/2023 |
 Chubb (CB) | 0.12% | 6.87% | 10.95% | - |
 Robinhood Markets Inc. (HOOD) | 0.11% | 0% | 4.18% | 10/30/2025 |
 Arthur J. Gallagher (AJG) | 0.11% | 0% | 20.65% | 1/22/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.1% | 10.4% | 2.34% | - |
 Cigna (CI) | 0.1% | 0% | 12.04% | 4/9/2026 |
 Progressive (PGR) | 0.1% | 0% | 24.33% | 10/27/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.1% | 6.64% | 2.34% | - |
 Merck (MRK) | 0.09% | 0% | 20.4% | 1/22/2024 |
 AstraZeneca (AZN) | 0.09% | 0% | 20.15% | 1/22/2024 |
 Disney (DIS) | 0.09% | 0% | 31.69% | 1/22/2024 |
 Costco (COST) | 0.07% | 0% | 3.6% | 4/18/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.07% | 0% | 7.19% | 4/9/2026 |
 Waste Connections (WCN) | 0.07% | 0% | 8.36% | 4/14/2023 |
 Amgen (AMGN) | 0.06% | 0% | 2.09% | 2/16/2024 |
 TJX (TJX) | 0.06% | 0% | 11.2% | 4/9/2026 |
 Johnson & Johnson (JNJ) | 0.06% | 0% | 10.03% | 4/9/2026 |
 Marriott (MAR) | 0.05% | 0% | 9.2% | 4/9/2026 |
 Gilead Sciences (GILD) | 0.05% | 0% | 6.86% | 4/9/2026 |
 Morgan Stanley (MS) | 0.04% | 0% | 6.86% | 4/9/2026 |
 Boeing (BA) | 0.04% | 0% | 11.79% | 5/25/2023 |
 Visa (V) | 0.03% | 0% | 1.84% | 1/23/2023 |
 Quanta Services (PWR) | 0.02% | 0% | 1.76% | 2/12/2025 |
 Coca-Cola (KO) | 0.02% | 0% | 2.09% | 1/26/2023 |
 Hershey (HSY) | 0.02% | 0% | 19.48% | 1/22/2024 |
 Amphenol (APH) | 0.01% | 0% | 0.5% | 11/3/2025 |
 Zoetis (ZTS) | 0.01% | 0% | 0.33% | 11/3/2025 |
 Aon (AON) | 0% | 0% | 0.67% | 5/30/2023 |
 CHF/JPY (CHFJPY) | 0% | 0% | 0.08% | 3/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 5.65% | 10.04% |
| Berkshire Hathaway (BRK.B) | 7.26% | 8.84% |
| Eli Lilly (LLY) | 5.32% | 8.7% |
| NVIDIA (NVDA) | 1.66% | 7.11% |
| Crowdstrike (CRWD) | 6.37% | 6.22% |
| Apple (AAPL) | 2.77% | 6.2% |
| Meta (META) | 6.09% | 4.45% |
| TSMC (TSM) | 5.54% | 4.23% |
| Alphabet (GOOG) | 3.43% | 4.22% |
| Microsoft (MSFT) | 2.77% | 3.44% |
| Tesla (TSLA) | 2.93% | 3.18% |
| iShares Silver Trust (SLV) | 3.32% | 3.08% |
| Caterpillar (CAT) | 4.43% | 3.07% |
| McKesson (MCK) | 4.43% | 2.81% |
| Parker-Hannifin (PH) | 3.88% | 2.58% |
| SPDR Gold MiniShares Trust (GLDM) | 3.32% | 2.27% |
| Trane (TT) | 3.88% | 2.24% |
| Eaton (ETN) | 3.88% | 2.14% |
| Amazon (AMZN) | 1.94% | 1.65% |
| Chubb (CB) | 0.55% | 0.37% |
| Cigna (CI) | 0.55% | 0.37% |
| JPMorgan (JPM) | 0.55% | 0.36% |
| Johnson & Johnson (JNJ) | 0.55% | 0.36% |
| Marriott (MAR) | 0.55% | 0.35% |
| TJX (TJX) | 0.55% | 0.35% |
Cash & Instruments Over Time
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