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Portfolio Diversification
Range
Most Diversified
45 instruments
March 4, 2025
Least Diversified
0 instruments
February 2, 2025
Average
26.6 instruments
Most Consistent Holdings
Top 5
TLT98.9%
VTI98.9%
BND98.9%
BNDX98.9%
BTC65.5%
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 |
|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF (VTI) | 26.58% | 56.72% | 98.9% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.36% | 5.42% | 98.9% | - |
| Vanguard Total International Bond ETF (BNDX) | 3.04% | 3.38% | 98.9% | - |
| Bitcoin (BTC) | 2.66% | 6.91% | 65.5% | - |
| Vanguard Total Bond Market ETF (BND) | 2.18% | 2.78% | 98.9% | - |
 Hermes (RMS.PA) | 1.96% | 0% | 55.7% | 3/9/2026 |
 Home Depot (HD) | 1.66% | 0% | 45.18% | 2/24/2025 |
 Salik (SALIK.AE) | 1.64% | 0% | 45.1% | 9/8/2026 |
 Cigna (CI) | 1.45% | 0% | 27.63% | 7/2/2024 |
 LVMH (MC.PA) | 1.42% | 0% | 27.85% | 4/7/2025 |
 BD (BDX) | 1.32% | 0% | 30.26% | 7/10/2024 |
 Intel (INTC) | 1.23% | 0% | 22.51% | 3/12/2024 |
 American Water (AWK) | 1.18% | 0% | 45.54% | 3/2/2026 |
 Qualcomm (QCOM) | 1.09% | 0% | 22% | 5/29/2024 |
 Medtronic (MDT.US) | 1.08% | 0% | 48.9% | 2/19/2026 |
 Sika (SIKA.ZU) | 0.99% | 0% | 26.9% | 11/19/2024 |
 FactSet (FDS) | 0.93% | 0% | 41.08% | 8/12/2025 |
 S&P Global (SPGI) | 0.88% | 0% | 18.79% | 5/15/2024 |
 Intuit (INTU) | 0.85% | 0% | 16.01% | 5/24/2024 |
 Global Payments (GPN) | 0.84% | 0% | 17.98% | 6/13/2024 |
 Givaudan (GIVN.ZU) | 0.78% | 0% | 16.81% | 7/23/2024 |
 Aon (AON) | 0.77% | 0.95% | 52.7% | - |
 Ferrari (RACE) | 0.76% | 1.03% | 55.63% | - |
 Ishares Russell 2000 ETF (IWM) | 0.76% | 0% | 17.98% | 5/2/2025 |
 ASML (ASML.NV) | 0.74% | 0% | 14.25% | 9/26/2023 |
 Accenture (ACN) | 0.66% | 0% | 13.74% | 3/21/2024 |
 Pandora (PNDORA.CO) | 0.66% | 0% | 14.47% | 8/24/2026 |
 Gjensidige (GJF.OL) | 0.65% | 0% | 17.11% | 7/15/2024 |
 Tencent (0700.HK) | 0.61% | 0% | 19.66% | 12/22/2023 |
 Nordea (NDA_SE.ST) | 0.6% | 0% | 13.01% | 3/11/2024 |
 Trelleborg (TREL-B.ST) | 0.59% | 0% | 11.48% | 10/18/2023 |
 MTR (00066.HK) | 0.58% | 0% | 10.67% | 5/30/2023 |
 Husqvarna (HUSQB.ST) | 0.58% | 0% | 14.4% | 10/19/2023 |
 Berkshire Hathaway (BRK.B) | 0.56% | 0% | 10.23% | 5/24/2023 |
 FIS (FIS.US) | 0.55% | 0% | 15.86% | 8/5/2025 |
 Centene (CNC) | 0.53% | 0% | 11.11% | 4/1/2024 |
 Pioneer Natural Resources Company (PXD) | 0.53% | 0% | 13.3% | 4/9/2024 |
 O'Reilly Auto (ORLY) | 0.52% | 2.03% | 23.39% | - |
 Airbus (AIR.PA) | 0.5% | 0% | 26.39% | 7/11/2025 |
 Akzo Nobel (AKZA.NV) | 0.5% | 0% | 9.94% | 10/19/2023 |
 Halma (HLMA.L) | 0.5% | 0% | 28.07% | 10/8/2025 |
 Avient (AVNT.US) | 0.49% | 0% | 23.39% | 4/3/2025 |
 UnitedHealth (UNH) | 0.48% | 0% | 33.33% | 5/19/2026 |
 Visa (V) | 0.44% | 0% | 19.88% | 8/27/2026 |
 Unilever (ULVR.L) | 0.44% | 0% | 23.25% | 9/8/2025 |
 Sonova (SOON.ZU) | 0.42% | 0% | 31.58% | 11/13/2025 |
 UPM (UPM.HE) | 0.4% | 0% | 8.11% | 4/25/2023 |
 Neurocrine Biosciences (NBIX) | 0.4% | 0% | 12.21% | 8/28/2024 |
 Cardano (ADA) | 0.39% | 1.07% | 44.23% | - |
 Veeva (VEEV) | 0.39% | 0% | 24.85% | 11/21/2025 |
 Apple (AAPL) | 0.38% | 0% | 18.06% | 10/10/2025 |
 Tecan (TECN.ZU) | 0.38% | 0% | 8.55% | 6/18/2024 |
 Zebra (ZBRA) | 0.37% | 0% | 16.96% | 2/14/2025 |
 Iberdrola (IBE.MC) | 0.37% | 0% | 10.38% | 7/4/2024 |
 Dassault Systemes (DSY.PA) | 0.37% | 0% | 19.74% | 4/7/2025 |
 Miami International Holdings Inc (MIAX) | 0.36% | 1.72% | 14.99% | - |
 L'Oréal (OR.PA) | 0.36% | 0% | 21.2% | 11/4/2025 |
 Valmet (VALMT.HE) | 0.34% | 1.03% | 30.48% | - |
 Ashtead (SUNB.L) | 0.33% | 0% | 5.19% | 3/15/2023 |
 Church & Dwight (CHD) | 0.32% | 0% | 5.92% | 4/4/2023 |
 Incyte (INCY) | 0.32% | 0% | 18.57% | 4/8/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.32% | 0% | 15.2% | 7/3/2025 |
 Air Arabia (AIRARABIA.AE) | 0.31% | 0% | 11.48% | 8/27/2026 |
 Texas Pacific (TPL) | 0.31% | 0% | 8.41% | 8/6/2024 |
 Deutsche Bank (DBK.DE) | 0.31% | 0% | 23.9% | 2/26/2025 |
 Sofina (SOF.BR) | 0.3% | 0% | 20.25% | 10/19/2025 |
 Legrand (LR.PA) | 0.29% | 0% | 10.09% | 6/6/2024 |
 Coca-Cola (KO) | 0.29% | 0% | 16.81% | 9/15/2025 |
 PayPal (PYPL) | 0.28% | 0% | 12.94% | 12/5/2024 |
 Parker-Hannifin (PH) | 0.28% | 0% | 14.11% | 3/4/2025 |
 McDonald's (MCD) | 0.27% | 0% | 13.08% | 1/13/2025 |
 Fiserv (FISV) | 0.25% | 0% | 4.39% | 3/14/2023 |
 Aalberts (AALB.NV) | 0.25% | 0% | 5.04% | 5/30/2023 |
 Thermo Fisher (TMO) | 0.24% | 0% | 4.61% | 5/17/2023 |
 ResMed (RMD) | 0.24% | 0% | 30.04% | 2/19/2026 |
 ADM (ADM) | 0.24% | 0% | 16.15% | 2/20/2026 |
 Applied Materials (AMAT) | 0.24% | 0% | 4.17% | 3/8/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.23% | 0% | 9.14% | 1/16/2024 |
 Canadian Pacific (CP) | 0.23% | 2.27% | 9.28% | - |
 Stellantis (STLA.US) | 0.23% | 0.5% | 24.78% | - |
 ICE (ICE) | 0.22% | 0% | 4.68% | 10/24/2023 |
 Mastercard (MA) | 0.21% | 0% | 17.62% | 8/27/2026 |
 Lonza (LONN.ZU) | 0.2% | 0% | 10.38% | 10/17/2025 |
 3i (III.L) | 0.2% | 0% | 4.09% | 12/4/2023 |
 Scatec (SCATC.OL) | 0.2% | 0% | 24.49% | 9/22/2025 |
 Zoom (ZM) | 0.18% | 0% | 15.57% | 10/21/2024 |
 Campari (CPR.MI) | 0.17% | 0% | 14.11% | 2/19/2026 |
 AAK (AAK.ST) | 0.17% | 0% | 13.6% | 3/3/2026 |
 Alphabet (GOOGL) | 0.17% | 0% | 8.63% | 2/21/2025 |
 DocuSign (DOCU) | 0.17% | 0% | 16.59% | 6/6/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.16% | 2.19% | 8.26% | - |
 Pfizer (PFE) | 0.16% | 0% | 8.77% | 11/15/2024 |
 Alkermes (ALKS) | 0.16% | 0% | 31.8% | 5/18/2026 |
 Advance Auto Parts (AAP) | 0.16% | 0% | 6.21% | 8/22/2024 |
 Moncler (MONC.MI) | 0.15% | 0% | 5.48% | 6/6/2025 |
 Eurofins (ERF.PA) | 0.15% | 0% | 5.56% | 6/24/2024 |
 Dior (CDI.PA) | 0.15% | 0% | 6.8% | 8/2/2024 |
 Yara (YAR.OL) | 0.15% | 0% | 8.92% | 4/7/2025 |
 Accor (AC.PA) | 0.15% | 0% | 24.78% | 11/20/2025 |
 iShares China Large-Cap ETF (FXI) | 0.15% | 0% | 2.92% | 5/30/2023 |
 Alibaba (9988.HK) | 0.14% | 0% | 3.65% | 5/31/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.14% | 0% | 3.29% | 4/8/2026 |
 Sony (SONY) | 0.14% | 0% | 2.49% | 4/4/2023 |
 Clorox (CLX) | 0.13% | 0% | 9.06% | 2/19/2026 |
 Bristol-Myers Squibb (BMY) | 0.13% | 0% | 3.36% | 4/26/2024 |
 HelloFresh (HFG.DE) | 0.13% | 0% | 5.48% | 11/16/2023 |
 Intuitive Surgical (ISRG) | 0.13% | 0% | 9.06% | 9/3/2025 |
 Colgate (CL) | 0.12% | 0% | 8.85% | 2/19/2026 |
 Kratos (KTOS) | 0.12% | 0.54% | 15.5% | - |
 Builders FirstSource (BLDR) | 0.12% | 0% | 9.06% | 11/17/2025 |
 Freshpet (FRPT) | 0.12% | 0% | 2.63% | 9/22/2023 |
 Charter (CHTR) | 0.11% | 0% | 2.49% | 12/5/2023 |
 Harley-Davidson (HOG) | 0.11% | 0% | 2.63% | 4/25/2024 |
 Estee Lauder (EL) | 0.11% | 0% | 8.19% | 2/19/2026 |
 Chipotle (CMG) | 0.11% | 0% | 5.85% | 12/13/2024 |
 Essity (ESSITYB.ST) | 0.11% | 0% | 7.97% | 2/11/2026 |
 Roblox (RBLX) | 0.11% | 0% | 13.08% | 6/2/2025 |
 Inwit (INW.MI) | 0.11% | 0% | 10.09% | 12/19/2024 |
 FICO (FICO) | 0.1% | 0% | 7.38% | 8/4/2025 |
 EA (EA) | 0.1% | 0% | 5.77% | 1/23/2025 |
 Amadeus (AMS.MC) | 0.1% | 0% | 5.77% | 10/2/2024 |
 Tesla (TSLA) | 0.1% | 0% | 4.46% | 10/8/2025 |
 JPN225 Index (Non Expiry) (JPN225) | 0.09% | 0% | 4.53% | 8/14/2025 |
 Bayer (BAYN.DE) | 0.09% | 0% | 15.5% | 12/18/2025 |
 Woolworths (WOW.ASX) | 0.09% | 0% | 10.67% | 4/14/2025 |
 Waterstone Financial (WSBF) | 0.09% | 0% | 6.36% | 1/26/2026 |
 Orion (ORNBV.HE) | 0.09% | 0% | 9.43% | 4/7/2025 |
 Warner Bros Discovery (WBD) | 0.08% | 0% | 5.7% | 12/16/2025 |
 Nintendo (NTDOY) | 0.08% | 2.46% | 4.02% | - |
 Experian (EXPN.L) | 0.08% | 0% | 1.68% | 11/15/2023 |
 Booking (BKNG) | 0.08% | 0% | 4.75% | 7/3/2025 |
 Viking Holdings Ltd (VIK) | 0.08% | 0% | 4.53% | 7/3/2025 |
 Orpea (EMEIS.PA) | 0.08% | 0% | 14.18% | 2/19/2026 |
 Fnac Darty (FNAC.PA) | 0.07% | 0% | 15.94% | 2/11/2026 |
 MicroVision (MVIS) | 0.07% | 0% | 28.8% | 2/2/2026 |
 Broadcom (AVGO) | 0.07% | 0% | 4.09% | 7/3/2025 |
 Tritax (BBOX.L) | 0.06% | 0% | 7.89% | 2/19/2026 |
 Bank of America (BAC) | 0.06% | 0% | 4.82% | 3/9/2023 |
 EUR/CHF (EURCHF) | 0.06% | 0% | 1.1% | 1/16/2023 |
 PepsiCo (PEP) | 0.06% | 0% | 3.8% | 2/19/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.05% | 0% | 3% | 10/11/2024 |
 Geely (00175.HK) | 0.05% | 0% | 2.63% | 10/31/2024 |
 Piaggio (PIA.MI) | 0.05% | 0% | 6.21% | 3/7/2025 |
 Dollar Tree (DLTR) | 0.05% | 0% | 7.6% | 6/5/2025 |
 SPDR Gold (GLD) | 0.05% | 0% | 3.65% | 3/31/2026 |
 Prosus (PRX.NV) | 0.05% | 0% | 2.49% | 5/31/2023 |
 Kering (KER.PA) | 0.05% | 0% | 3.65% | 3/21/2025 |
 Lincoln Electric (LECO) | 0.05% | 0% | 2.92% | 4/7/2025 |
 Galenica (GALE.ZU) | 0.04% | 0% | 0.73% | 1/11/2023 |
 Netcompany (NETC.CO) | 0.04% | 0% | 5.04% | 1/28/2025 |
 Stillfront (SF.ST) | 0.04% | 0% | 5.99% | 3/11/2025 |
 Cemex (CX) | 0.04% | 0% | 6.51% | 9/3/2025 |
 Snowflake (SNOW) | 0.04% | 0% | 3.36% | 12/15/2025 |
 Gerresheimer (GXI.DE) | 0.04% | 0% | 7.82% | 9/24/2025 |
 Euronext (ENX.PA) | 0.04% | 0% | 0.73% | 1/11/2023 |
 Getlink (GET.PA) | 0.03% | 0% | 6.07% | 8/25/2025 |
 Pernod Ricard (RI.PA) | 0.03% | 0% | 1.83% | 8/6/2024 |
 Verizon (VZ) | 0.03% | 0% | 0.58% | 1/9/2023 |
 Adobe (ADBE) | 0.03% | 0% | 1.32% | 11/18/2025 |
 DNO (DNO.OL) | 0.03% | 0% | 3.22% | 2/13/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 1.39% | 8/14/2024 |
 ESP35 Index (Non Expiry) (ESP35) | 0.03% | 0% | 0.51% | 1/26/2023 |
 A2A (A2A.MI) | 0.03% | 0% | 1.9% | 10/28/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.02% | 0% | 0.51% | 6/11/2026 |
 GER40 Index (Non Expiry) (GER40) | 0.02% | 0% | 0.22% | 2/27/2026 |
 DJ30 Index (Non Expiry) (DJ30) | 0.02% | 0% | 0.95% | 4/2/2025 |
 iShares Gold Trust (IAU) | 0.02% | 0% | 0.8% | 3/3/2026 |
 Deutsche Boerse (DB1.DE) | 0.02% | 0% | 1.54% | 3/23/2026 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 0.8% | 7/30/2025 |
 Neste (NESTE.HE) | 0.02% | 0% | 2.7% | 7/24/2025 |
 Waste Management (WM) | 0.02% | 0% | 1.32% | 2/20/2026 |
 VanEck Vectors Russia ETF (RSX) | 0.02% | 0% | 3.73% | 2/22/2023 |
 SCOR (SCR.PA) | 0.02% | 0% | 1.97% | 11/5/2025 |
 Veracyte (VCYT) | 0.02% | 0% | 4.09% | 9/21/2023 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.73% | 8/1/2024 |
 Union Pacific (UNP) | 0.01% | 0% | 0.66% | 2/20/2026 |
 Demant (DEMANT.CO) | 0.01% | 0% | 1.75% | 4/10/2025 |
 Samsung (SMSN.L) | 0.01% | 0% | 1.17% | 1/17/2023 |
 Landis+Gyr (LAND.ZU) | 0.01% | 0% | 1.97% | 7/30/2025 |
 Terna (TRN.MI) | 0.01% | 0% | 1.32% | 10/28/2025 |
 Logitech (LOGN.ZU) | 0.01% | 0% | 0.66% | 4/3/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 0.58% | 3/28/2025 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 1.61% | 2/20/2026 |
 BAE Systems (BA.L) | 0.01% | 0% | 1.24% | 11/29/2024 |
 Melia (MEL.MC) | 0.01% | 0% | 0.37% | 3/23/2026 |
 BBVA (BBVA.MC) | 0.01% | 0% | 1.39% | 8/31/2023 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.01% | 0% | 0.51% | 6/27/2025 |
 NZD/JPY (NZDJPY) | 0.01% | 0% | 0.15% | 4/28/2023 |
 Ford (F) | 0.01% | 0% | 2.78% | 10/27/2023 |
 Acciona (ANA.MC) | 0.01% | 0% | 1.1% | 6/13/2025 |
 Broadridge (BR) | 0.01% | 0% | 0.15% | 11/2/2023 |
 CSL (CSL.ASX) | 0.01% | 0% | 1.17% | 4/21/2023 |
 Micron (MU) | 0.01% | 0% | 0.88% | 9/14/2023 |
 Jumia (JMIA) | 0% | 0% | 0.66% | 4/3/2025 |
 Nestle (NESN.ZU) | 0% | 0% | 1.1% | 1/16/2023 |
 ACS (ACS.MC) | 0% | 0% | 2.49% | 5/23/2024 |
 Arista (ANET) | 0% | 0% | 0.07% | 5/2/2023 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.15% | 3/31/2026 |
 NVIDIA (NVDA) | 0% | 0% | 0.29% | 3/7/2025 |
 Ferguson (FERG.L) | 0% | 0% | 0.29% | 6/6/2025 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.07% | 4/2/2026 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.07% | 3/31/2026 |
 Limbach (LMB) | 0% | 0% | 0.07% | 3/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Morningstar Total Stock Market ETF (VTI) | 43.2% | 49.38% |
| Bitcoin (BTC) | 8.71% | 6.72% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.64% | 4.05% |
| Vanguard Total International Bond ETF (BNDX) | 4.04% | 3.55% |
| Salik (SALIK.AE) | 2.9% | 3.2% |
| Vanguard Total Bond Market ETF (BND) | 3.21% | 2.95% |
| Visa (V) | 2.8% | 2.59% |
| O'Reilly Auto (ORLY) | 2.75% | 2.34% |
| Waterstone Financial (WSBF) | 1.44% | 1.44% |
| Medtronic (MDT.US) | 1.45% | 1.42% |
| ADM (ADM) | 1.45% | 1.38% |
| Aon (AON) | 1.45% | 1.35% |
| Essity (ESSITYB.ST) | 1.45% | 1.35% |
| Mastercard (MA) | 1.45% | 1.34% |
| Estee Lauder (EL) | 1.42% | 1.34% |
| Stellantis (STLA.US) | 1.45% | 1.33% |
| Colgate (CL) | 1.45% | 1.33% |
| Hermes (RMS.PA) | 1.45% | 1.31% |
| American Water (AWK) | 1.45% | 1.28% |
| AAK (AAK.ST) | 1.45% | 1.27% |
| UnitedHealth (UNH) | 1.45% | 1.22% |
| Valmet (VALMT.HE) | 1.45% | 1.19% |
| Campari (CPR.MI) | 1.45% | 1.14% |
| Ferrari (RACE) | 1.45% | 1.07% |
| Tritax (BBOX.L) | 0.88% | 0.81% |
| ResMed (RMD) | 0.72% | 0.7% |
| Orpea (EMEIS.PA) | 0.58% | 0.57% |
| Fnac Darty (FNAC.PA) | 0.58% | 0.44% |
| Alkermes (ALKS) | 0.58% | 0.42% |
| MicroVision (MVIS) | 0.29% | 0.15% |
Cash & Instruments Over Time
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