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Portfolio Diversification
Range
Most Diversified
13 instruments
December 19, 2025
Least Diversified
0 instruments
February 15, 2026
Average
7.4 instruments
Most Consistent Holdings
Top 5
SCHD81.88%
SPYG81.88%
IWP70.87%
IWF70.87%
SMH70.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 21.58% | 3.01% | 81.88% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 13.72% | 4.09% | 70.87% | - |
 Invesco QQQ (QQQ) | 8.74% | 0% | 65.24% | 5/27/2025 |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 8.05% | 3.06% | 81.88% | - |
 Nasdaq (NDAQ) | 5.88% | 17.7% | 37.94% | - |
| iShares Russell 1000 Growth ETF (IWF) | 5.28% | 4.84% | 70.87% | - |
 Vanguard Total Stock Market ETF (VTI) | 5.11% | 13.13% | 37.94% | - |
 Berkshire Hathaway (BRK.B) | 5.09% | 13.92% | 37.94% | - |
 Lockheed Martin (LMT) | 4.97% | 14.33% | 37.94% | - |
 SPDR Gold (GLD) | 4.16% | 8.16% | 37.94% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 3.57% | 4.24% | 70.75% | - |
 NVIDIA (NVDA) | 3.55% | 6.43% | 35.25% | - |
| iShares Russell Mid-Cap Growth ETF (IWP) | 3.25% | 1.4% | 70.87% | - |
 EA (EA) | 0.19% | 0% | 1.71% | 10/13/2025 |
 Aurora Cannabis (ACB) | 0.01% | 0% | 0.73% | 12/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Nasdaq (NDAQ) | 11.78% | 12.85% |
| Berkshire Hathaway (BRK.B) | 8.32% | 8.39% |
| Vanguard Total Stock Market ETF (VTI) | 7.96% | 7.97% |
| Lockheed Martin (LMT) | 8.19% | 7.9% |
| SPDR Gold (GLD) | 4.27% | 4.76% |
| NVIDIA (NVDA) | 3.81% | 3.65% |
| iShares Russell 1000 Growth ETF (IWF) | 3.01% | 2.91% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.55% | 2.55% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.58% | 2.52% |
| State Street Technology Select Sector SPDR ETF (XLK) | 2.56% | 2.46% |
| Schwab US Dividend Equity ETF (SCHD) | 1.76% | 1.76% |
| iShares Russell Mid-Cap Growth ETF (IWP) | 0.88% | 0.83% |
Cash & Instruments Over Time
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