Portfolio Diversification
Range
Most Diversified
25 instruments
May 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
VB99.91%
VT.US99.81%
VTI99.81%
VTV99.81%
VUG99.81%
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 Growth ETF (VUG) | 7.56% | 3.81% | 99.81% | - |
| Vanguard Total Stock Market ETF (VTI) | 7.32% | 6.96% | 99.81% | - |
 iShares MSCI Eurozone ETF (EZU) | 6.09% | 6.2% | 99.72% | - |
 iShares Core MSCI Europe ETF (IEUR) | 5.83% | 5.7% | 99.72% | - |
 Vanguard FTSE Emerging Markets (VWO) | 4.75% | 4.62% | 99.72% | - |
 Vanguard S&P 500 ETF (VOO) | 4.66% | 2.81% | 99.72% | - |
 Invesco QQQ (QQQ) | 4.34% | 4.58% | 99.72% | - |
| Vanguard Small-Cap ETF (VB) | 3.82% | 5.74% | 99.91% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.82% | 5.92% | 99.72% | - |
| Vanguard Value ETF (VTV) | 2.97% | 2.85% | 99.81% | - |
| Vanguard Total World Stock ETF (VT.US) | 2.93% | 2.98% | 99.81% | - |
 Vanguard Small-Cap Value ETF (VBR) | 2.84% | 2.67% | 99.72% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.67% | 2.65% | 99.72% | - |
 Vanguard FTSE All-World ex-US (VEU) | 2.65% | 2.63% | 99.72% | - |
 iShares TIPS Bond ETF (TIP) | 2.38% | 1.93% | 99.81% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 2.34% | 1.87% | 99.72% | - |
 Ishares Russell 2000 ETF (IWM) | 0.66% | 2.91% | 23.62% | - |
 Financial Select Sector SPDR (XLF) | 0.61% | 2.5% | 23.81% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.58% | 2.73% | 20.43% | - |
 Energy Select Sector SPDR (XLE) | 0.55% | 2.26% | 23.62% | - |
 iShares Gold Trust (IAU) | 0.5% | 2.75% | 20.52% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.49% | 2.51% | 20.52% | - |
 iShares China Large-Cap ETF (FXI) | 0.41% | 2.34% | 17.06% | - |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.39% | 2.41% | 16.87% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.19% | 0% | 6.65% | 6/13/2025 |
 Global X SuperDividend ETF (SDIV) | 0.12% | 0% | 3.09% | 5/6/2025 |
 Global X Uranium ETF (URA) | 0.11% | 0% | 3.56% | 6/13/2025 |
 United States Oil Fund (USO) | 0.09% | 0% | 3.56% | 6/13/2025 |
 Bitcoin (BTC) | 0.09% | 0% | 3.09% | 5/6/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.09% | 0% | 3.09% | 5/6/2025 |
 Invesco Solar ETF (TAN) | 0.08% | 0% | 3.09% | 5/6/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Growth ETF (VUG) | 4.51% | 7.3% |
| Vanguard Total Stock Market ETF (VTI) | 6.02% | 7.3% |
| iShares MSCI Eurozone ETF (EZU) | 6.02% | 5.56% |
| Vanguard S&P 500 ETF (VOO) | 4.02% | 5.54% |
| iShares Core MSCI Europe ETF (IEUR) | 6.02% | 5.31% |
| Invesco QQQ (QQQ) | 3.01% | 4.64% |
| Vanguard FTSE Emerging Markets (VWO) | 4.51% | 4.59% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.01% | 3.41% |
| Vanguard Small-Cap ETF (VB) | 3.01% | 3.37% |
| Vanguard Value ETF (VTV) | 3.01% | 3.05% |
| Vanguard Total World Stock ETF (VT.US) | 3.01% | 3.01% |
| Vanguard Small-Cap Value ETF (VBR) | 3.01% | 2.98% |
| Vanguard Total International Stock ETF (VXUS) | 3.01% | 2.51% |
| Vanguard FTSE All-World ex-US (VEU) | 3.01% | 2.49% |
| iShares TIPS Bond ETF (TIP) | 3.01% | 2.26% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 3.01% | 2.19% |