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Portfolio Diversification
Range
Most Diversified
94 instruments
January 14, 2026
Least Diversified
0 instruments
February 2, 2025
Average
47.2 instruments
Most Consistent Holdings
Top 5
NEE99.73%
SCHD99.73%
VTI99.73%
BND99.73%
VNQ99.73%
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 Total Stock Market ETF (VTI) | 14.26% | 12.49% | 99.73% | - |
| Schwab US Dividend Equity ETF (SCHD) | 11.24% | 3.87% | 99.73% | - |
 Bitcoin (BTC) | 9.09% | 11.47% | 99.73% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 5.57% | 0% | 96.47% | 12/16/2025 |
| Vanguard Real Estate ETF (VNQ) | 4.41% | 1.59% | 99.73% | - |
 Vanguard Total International Stock ETF (VXUS) | 4.33% | 4.64% | 99.73% | - |
 Vanguard Information Technology (VGT) | 3.74% | 3.45% | 99.73% | - |
 Barrick (B) | 3.34% | 0% | 85.99% | 8/20/2025 |
 Ethereum (ETH) | 2.94% | 1% | 99.73% | - |
| Vanguard Total Bond Market ETF (BND) | 2.85% | 1.6% | 99.73% | - |
 Cardano (ADA) | 1.75% | 0.69% | 99.73% | - |
| NextEra (NEE) | 1.68% | 0.42% | 99.73% | - |
 Palantir (PLTR) | 1.55% | 0% | 66.27% | 1/13/2025 |
 Microsoft (MSFT) | 1.5% | 0% | 93.94% | 11/18/2025 |
 Alphabet (GOOG) | 1.42% | 0% | 71.25% | 3/10/2025 |
 BlackRock (BLK) | 1.35% | 0% | 54.97% | 2/28/2025 |
 ARM (ARM) | 1.06% | 0.56% | 77.03% | - |
 Alphabet (GOOGL) | 0.66% | 0% | 55.7% | 11/13/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 0.65% | 0% | 98.64% | 1/9/2026 |
 Palo Alto Networks (PANW) | 0.64% | 0% | 30.56% | 1/29/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.62% | 0% | 32.55% | 1/3/2024 |
 Progressive (PGR) | 0.48% | 0% | 38.79% | 3/19/2025 |
 Nike (NKE) | 0.47% | 1.58% | 33.45% | - |
 Alibaba (BABA) | 0.46% | 0% | 35.8% | 2/20/2025 |
 Centrus (LEU) | 0.45% | 0% | 25.5% | 8/1/2025 |
 Invesco China Technology ETF (CQQQ) | 0.42% | 1.13% | 43.4% | - |
 Arthur J. Gallagher (AJG) | 0.42% | 0% | 37.97% | 3/7/2025 |
 RealReal (REAL) | 0.4% | 0% | 30.47% | 11/12/2025 |
 Vale (VALE) | 0.4% | 1.28% | 43.22% | - |
 Walmart (WMT) | 0.38% | 0% | 31.1% | 12/23/2024 |
 Sea (SE) | 0.38% | 0% | 26.76% | 10/30/2025 |
 Amazon (AMZN) | 0.35% | 0% | 47.92% | 11/19/2025 |
 Intuitive Machines (LUNR) | 0.34% | 0.97% | 36.62% | - |
 Grab (GRAB) | 0.34% | 0% | 42.5% | 1/14/2026 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.34% | 0% | 49.28% | 7/8/2024 |
 Brinks (BCO) | 0.34% | 0% | 42.41% | 12/16/2024 |
 Lotus Bakeries NV (LOTB.BR) | 0.33% | 1.53% | 23.87% | - |
 Invesco QQQ (QQQ) | 0.33% | 0% | 26.13% | 1/8/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.33% | 0.63% | 47.83% | - |
 Intel (INTC) | 0.29% | 0% | 38.43% | 11/20/2025 |
 WisdomTree Copper (OD7C.DE) | 0.28% | 1.16% | 30.65% | - |
 REGENXBIO (RGNX) | 0.27% | 1.51% | 23.87% | - |
 Polygon Ecosystem (ex Matic) (POL) | 0.27% | 0.44% | 59.76% | - |
 Solana (SOL) | 0.26% | 0.47% | 41.05% | - |
 Amgen (AMGN) | 0.25% | 0% | 34.9% | 3/10/2025 |
 ProSiebenSat.1 (PSM.DE) | 0.25% | 0.68% | 27.67% | - |
 Illumina (ILMN) | 0.24% | 1.03% | 33.45% | - |
 Chiliz (CHZ) | 0.23% | 0.3% | 41.05% | - |
 Arbitrum (ARB) | 0.23% | 0.46% | 30.74% | - |
 SolarEdge (SEDG) | 0.22% | 0% | 19.8% | 12/15/2025 |
 Sysco (SYY) | 0.21% | 0% | 29.75% | 10/7/2025 |
 TRON (TRX) | 0.2% | 0% | 62.57% | 12/3/2024 |
 PayPal (PYPL) | 0.2% | 0.61% | 26.58% | - |
 Shiba (in millions) (SHIBxM) | 0.2% | 0.27% | 39.33% | - |
 United Therapeutics (UTHR) | 0.19% | 0% | 24.95% | 11/5/2024 |
 Absci (ABSI) | 0.19% | 0.57% | 30.11% | - |
 3D Systems (DDD) | 0.19% | 1.01% | 22.78% | - |
 Ariston (ARIS.MI) | 0.19% | 0.69% | 27.22% | - |
 ApeCoin (APE) | 0.18% | 0.18% | 41.14% | - |
 US Natural Gas (UNG) | 0.18% | 0% | 11.21% | 1/30/2025 |
 Macerich (MAC) | 0.18% | 0.65% | 30.2% | - |
 Dorian LPG (LPG) | 0.17% | 0% | 24.05% | 10/10/2025 |
 MindMed (MNMD) | 0.17% | 1.01% | 30.2% | - |
 Origin Protocol (OGN) | 0.17% | 0.47% | 27.22% | - |
 XRP (XRP) | 0.17% | 0% | 43.58% | 7/17/2025 |
 Perseus Mining (PRU.ASX) | 0.17% | 0% | 29.93% | 8/1/2025 |
 Pepe (in millions) (Experimental) (PEPExM) | 0.16% | 0.15% | 36.35% | - |
 Clover Health (CLOV) | 0.16% | 0.4% | 32.1% | - |
 Energous (WATT) | 0.16% | 0.3% | 34.63% | - |
 TJX (TJX) | 0.16% | 0% | 25.68% | 12/16/2024 |
 BlackBerry (BB) | 0.16% | 0.47% | 30.74% | - |
 STMicroelectronics (STM.US) | 0.15% | 0.29% | 34.09% | - |
 JD.com (JD.US) | 0.15% | 0.39% | 31.92% | - |
 A-Mark Precious Metals (GOLD.US) | 0.15% | 0.48% | 44.76% | - |
 IOTA (MIOTA) | 0.15% | 0.07% | 32.91% | - |
 Coca-Cola (KO) | 0.15% | 0% | 9.58% | 3/6/2025 |
 Broadcom (AVGO) | 0.14% | 0% | 20.89% | 11/13/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.14% | 0% | 20.07% | 11/19/2024 |
 eToro Group LTD (ETOR) | 0.13% | 0.87% | 20.16% | - |
 Plug Power (PLUG) | 0.13% | 1.24% | 9.95% | - |
 Vodafone (VOD) | 0.13% | 0.89% | 17.09% | - |
 Cosmos (ATOM) | 0.13% | 0.4% | 27.76% | - |
 UnitedHealth (UNH) | 0.13% | 1.89% | 9.86% | - |
 Iridium (IRDM) | 0.13% | 0.38% | 27.12% | - |
 GitLab (GTLB) | 0.12% | 0.27% | 31.65% | - |
 Celo (CELO) | 0.12% | 0.17% | 27.03% | - |
 Nio (NIO) | 0.12% | 1.46% | 9.86% | - |
 Snowflake (SNOW) | 0.12% | 0% | 12.66% | 3/4/2025 |
 Biconomy (BICO) | 0.11% | 0.21% | 24.32% | - |
 Cipher (CIFR) | 0.11% | 0% | 19.26% | 3/10/2025 |
 Danaher (DHR) | 0.11% | 1.15% | 9.95% | - |
 Accenture (ACN) | 0.1% | 1.41% | 7.59% | - |
 Juventus (JUVE.MI) | 0.1% | 0.65% | 15.1% | - |
 Canada Goose (GOOS) | 0.1% | 0.54% | 17.54% | - |
 SoundHound (SOUN) | 0.1% | 0% | 15.19% | 11/4/2025 |
 Proshares Ultra S&P 500 (SSO) | 0.1% | 0% | 31.19% | 12/19/2023 |
 Cleanspark (CLSK) | 0.1% | 0.86% | 10.13% | - |
 FuelCell Energy (FCEL) | 0.09% | 0.96% | 10.67% | - |
 BYD (01211.HK) | 0.09% | 0% | 11.48% | 6/20/2025 |
 Dogecoin (DOGE) | 0.09% | 0% | 7.59% | 2/1/2025 |
 Truist (TFC) | 0.09% | 0% | 19.8% | 3/4/2025 |
 Algorand (ALGO) | 0.09% | 0.31% | 17.81% | - |
 Chipotle (CMG) | 0.09% | 1.75% | 5.42% | - |
 SushiSwap (SUSHI) | 0.09% | 0.46% | 22.78% | - |
 iShares Silver Trust (SLV) | 0.08% | 1.07% | 11.84% | - |
 The Sandbox (SAND) | 0.08% | 0.28% | 22.88% | - |
 Gala V2 (GALA) | 0.08% | 0.23% | 22.97% | - |
 Dogwifhat (Experimental) (WIF) | 0.08% | 0.16% | 22.97% | - |
 Trex (TREX) | 0.08% | 1.77% | 5.06% | - |
 Erie Insurance (ERIE) | 0.08% | 1.39% | 5.52% | - |
 Near Protocol (NEAR) | 0.08% | 0.22% | 22.97% | - |
 ProKidney (PROK) | 0.07% | 0% | 36.08% | 7/23/2025 |
 Comstock Resources (CRK) | 0.07% | 0% | 36.89% | 12/10/2025 |
 Metis DAO (METIS) | 0.07% | 0.19% | 16.73% | - |
 Eli Lilly (LLY) | 0.07% | 0% | 14.83% | 3/7/2025 |
 Kusama (KSM) | 0.06% | 0.07% | 33.36% | - |
 Appian (APPN) | 0.06% | 0.11% | 48.55% | - |
 VAULTA (A) | 0.06% | 0% | 13.11% | 9/30/2025 |
 BBVA (BBVA.MC) | 0.06% | 0% | 6.78% | 3/31/2025 |
 Cloudflare (NET) | 0.06% | 0% | 14.29% | 7/18/2025 |
 DoorDash (DASH.US) | 0.05% | 0% | 8.23% | 8/20/2025 |
 Teladoc (TDOC) | 0.05% | 0% | 4.61% | 1/16/2026 |
 Charter (CHTR) | 0.05% | 1.23% | 3.71% | - |
 EUR/USD (EURUSD) | 0.05% | 0% | 3.44% | 8/6/2025 |
 Atai (ATAI) | 0.05% | 0.48% | 9.22% | - |
 Molina (MOH) | 0.05% | 1.59% | 3.98% | - |
 Procter & Gamble (PG) | 0.05% | 1.44% | 3.25% | - |
 Wolters Kluwer (WKL.NV) | 0.05% | 1.33% | 3.25% | - |
 Liberty Broadband (LBRDK) | 0.05% | 1.26% | 3.25% | - |
 Albertsons (ACI) | 0.04% | 0% | 4.34% | 3/3/2025 |
 LPL Financial (LPLA.US) | 0.04% | 0% | 11.66% | 12/2/2024 |
 Fetch.ai (FET) | 0.04% | 0.02% | 41.59% | - |
 B2Gold (BTG.US) | 0.04% | 0% | 5.15% | 8/22/2025 |
 elisaOS (Experimental) (ELIZAOS) | 0.03% | 0.04% | 17.9% | - |
 Thorchain (RUNE) | 0.03% | 0.27% | 8.32% | - |
 Workiva (WK) | 0.03% | 0% | 30.02% | 5/15/2024 |
 IoTex (IOTX) | 0.03% | 0.2% | 9.04% | - |
 GM (GM) | 0.03% | 0% | 4.88% | 9/25/2024 |
 Generali (G.MI) | 0.02% | 0% | 2.62% | 1/20/2026 |
 Endeavour Silver (EXK) | 0.02% | 0% | 8.59% | 11/6/2024 |
 Boeing (BA) | 0.02% | 0% | 3.07% | 3/4/2025 |
 Copper (Expiring Future) (COPPER.FUT) | 0.02% | 0% | 2.08% | 12/26/2025 |
 Stellantis (STLAM.MI) | 0.02% | 0.49% | 2.62% | - |
 TSMC (TSM) | 0.02% | 0% | 1.18% | 2/13/2024 |
 FTAI Aviation (FTAI) | 0.02% | 0% | 2.62% | 9/4/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 1.18% | 5/12/2025 |
 Decentraland (MANA) | 0.01% | 0.45% | 3.98% | - |
 MGM (MGM) | 0.01% | 0% | 2.53% | 9/4/2024 |
 Pulmonx (LUNG) | 0.01% | 0% | 1.54% | 11/17/2025 |
 Baidu (BIDU) | 0.01% | 0% | 1.63% | 4/4/2025 |
 FMC (FMC) | 0.01% | 0% | 4.61% | 7/31/2025 |
 Circle Internet Group Inc (CRCL) | 0.01% | 0% | 1.54% | 12/11/2025 |
 Meta (META) | 0.01% | 0% | 1.72% | 12/10/2025 |
 Sui (SUI) | 0.01% | 0% | 1.36% | 1/20/2026 |
 Celanese (CE) | 0.01% | 0.62% | 1.08% | - |
 Soybeans (Expiring Future) (Soybeans.FUT) | 0.01% | 0% | 1.54% | 11/17/2025 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.01% | 0% | 1.63% | 11/13/2025 |
 Deckers (DECK) | 0.01% | 0% | 1.9% | 1/20/2026 |
 Aaon (AAON) | 0.01% | 0.47% | 1.72% | - |
 Livepeer (LPT) | 0.01% | 0% | 1.27% | 7/24/2025 |
 Celestia (TIA) | 0% | 0% | 1.18% | 1/7/2026 |
 Archer Aviation (ACHR) | 0% | 0% | 1.72% | 6/23/2025 |
 Hyperliquid (Experimental) (HYPE) | 0% | 0% | 0.9% | 1/20/2026 |
 Duolingo (DUOL) | 0% | 0% | 0.63% | 12/15/2025 |
 Orange Juice (Expiring Future) (OJ.FUT) | 0% | 0% | 0.81% | 1/9/2026 |
 Teucrium Corn Fund (CORN.US) | 0% | 0% | 1.18% | 3/3/2025 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.36% | 5/16/2025 |
 Carrier (CARR) | 0% | 0.38% | 0.72% | - |
 Sugar (Expiring Future) (SUGAR.FUT) | 0% | 0% | 0.54% | 12/30/2025 |
 DexCom (DXCM) | 0% | 0.34% | 0.81% | - |
 Texas Roadhouse (TXRH) | 0% | 0% | 0.63% | 1/20/2026 |
 Lamb Weston (LW) | 0% | 0.35% | 0.63% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.18% | 5/2/2025 |
 Venture Global Inc (VG) | 0% | 0.37% | 0.45% | - |
 GBP/CAD (GBPCAD) | 0% | 0% | 0.72% | 3/20/2025 |
 Moderna (MRNA) | 0% | 1.01% | 0.09% | - |
 Autozone (AZO) | 0% | 1% | 0.09% | - |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.09% | 10/28/2025 |
 Cinemark (CNK) | 0% | 0% | 0.36% | 8/2/2024 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0% | 0% | 0.18% | 4/9/2025 |
 EUR/AUD (EURAUD) | 0% | 0% | 0.27% | 3/3/2025 |
 Pudgy Penguins (PENGU) | 0% | 0% | 0.09% | 4/28/2025 |
 Cigna (CI) | 0% | 0% | 0.09% | 5/16/2025 |
 Filecoin (FIL) | 0% | 0% | 0.18% | 6/22/2025 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 8.03% | 12.75% |
| Bitcoin (BTC) | 7.72% | 11.59% |
| Schwab US Dividend Equity ETF (SCHD) | 6.9% | 7.89% |
| Vanguard Total International Stock ETF (VXUS) | 3.37% | 4.59% |
| Vanguard Information Technology (VGT) | 1.89% | 3.59% |
| Chipotle (CMG) | 1.42% | 1.7% |
| Nio (NIO) | 2.12% | 1.67% |
| Vanguard Total Bond Market ETF (BND) | 1.75% | 1.63% |
| Nike (NKE) | 1.42% | 1.61% |
| Vanguard Real Estate ETF (VNQ) | 1.82% | 1.58% |
| REGENXBIO (RGNX) | 0.99% | 1.57% |
| Trex (TREX) | 1.42% | 1.48% |
| Liberty Broadband (LBRDK) | 1.42% | 1.45% |
| Procter & Gamble (PG) | 1.42% | 1.43% |
| Erie Insurance (ERIE) | 1.42% | 1.42% |
| Wolters Kluwer (WKL.NV) | 1.42% | 1.42% |
| Charter (CHTR) | 1.42% | 1.42% |
| Accenture (ACN) | 1.27% | 1.41% |
| Lotus Bakeries NV (LOTB.BR) | 1.42% | 1.35% |
| UnitedHealth (UNH) | 1.27% | 1.24% |
| Molina (MOH) | 0.71% | 1.2% |
| WisdomTree Copper (OD7C.DE) | 0.99% | 1.16% |
| Danaher (DHR) | 0.99% | 1.15% |
| Vale (VALE) | 0.99% | 1.14% |
| Teladoc (TDOC) | 1.13% | 1.09% |
| Plug Power (PLUG) | 1.42% | 1.08% |
| Invesco China Technology ETF (CQQQ) | 0.7% | 1.08% |
| Ethereum (ETH) | 1.07% | 1.04% |
| eToro Group LTD (ETOR) | 1.41% | 1.02% |
| Generali (G.MI) | 0.99% | 0.98% |
| Illumina (ILMN) | 0.99% | 0.94% |
| Vodafone (VOD) | 0.71% | 0.89% |
| Chiliz (CHZ) | 0.99% | 0.86% |
| FuelCell Energy (FCEL) | 0.99% | 0.83% |
| iShares Silver Trust (SLV) | 0.71% | 0.83% |
| MindMed (MNMD) | 0.57% | 0.82% |
| Intuitive Machines (LUNR) | 0.99% | 0.76% |
| Juventus (JUVE.MI) | 0.7% | 0.74% |
| 3D Systems (DDD) | 0.99% | 0.71% |
| Ariston (ARIS.MI) | 0.71% | 0.71% |
| Stellantis (STLAM.MI) | 0.71% | 0.71% |
| Absci (ABSI) | 0.99% | 0.7% |
| Cleanspark (CLSK) | 0.99% | 0.7% |
| ProSiebenSat.1 (PSM.DE) | 0.99% | 0.7% |
| Cardano (ADA) | 1.43% | 0.67% |
| Grab (GRAB) | 0.49% | 0.66% |
| Macerich (MAC) | 0.71% | 0.66% |
| PayPal (PYPL) | 0.71% | 0.66% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.71% | 0.65% |
| Canada Goose (GOOS) | 0.57% | 0.58% |
| ARM (ARM) | 0.71% | 0.58% |
| Atai (ATAI) | 0.71% | 0.52% |
| Arbitrum (ARB) | 0.99% | 0.48% |
| Origin Protocol (OGN) | 0.99% | 0.48% |
| Solana (SOL) | 0.61% | 0.47% |
| BlackBerry (BB) | 0.71% | 0.47% |
| NextEra (NEE) | 0.42% | 0.41% |
| A-Mark Precious Metals (GOLD.US) | 0.5% | 0.4% |
| JD.com (JD.US) | 0.57% | 0.4% |
| Clover Health (CLOV) | 0.71% | 0.37% |
| Polygon Ecosystem (ex Matic) (POL) | 1.28% | 0.35% |
| Iridium (IRDM) | 0.57% | 0.35% |
| Cosmos (ATOM) | 0.74% | 0.34% |
| GitLab (GTLB) | 0.57% | 0.31% |
| Algorand (ALGO) | 0.71% | 0.3% |
| STMicroelectronics (STM.US) | 0.28% | 0.29% |
| Thorchain (RUNE) | 0.42% | 0.26% |
| Shiba (in millions) (SHIBxM) | 0.71% | 0.25% |
| SushiSwap (SUSHI) | 0.42% | 0.24% |
| The Sandbox (SAND) | 0.42% | 0.23% |
| Biconomy (BICO) | 0.71% | 0.23% |
| Near Protocol (NEAR) | 0.43% | 0.22% |
| Gala V2 (GALA) | 0.42% | 0.22% |
| IoTex (IOTX) | 0.42% | 0.22% |
| Metis DAO (METIS) | 0.71% | 0.2% |
| Energous (WATT) | 2.39% | 0.2% |
| ApeCoin (APE) | 0.86% | 0.19% |
| elisaOS (Experimental) (ELIZAOS) | 0.57% | 0.18% |
| Celo (CELO) | 0.42% | 0.17% |
| Appian (APPN) | 0.14% | 0.14% |
| Dogwifhat (Experimental) (WIF) | 0.42% | 0.13% |
| Pepe (in millions) (Experimental) (PEPExM) | 0.57% | 0.12% |
| iShares U.S. Medical Devices ETF (IHI) | 0.1% | 0.1% |
| Kusama (KSM) | 0.28% | 0.07% |
| IOTA (MIOTA) | 0.28% | 0.07% |
| Fetch.ai (FET) | 0.14% | 0.02% |
Cash & Instruments Over Time
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