Portfolio Diversification
Range
Most Diversified
17 instruments
July 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
14.3 instruments
Most Consistent Holdings
Top 5
AJG99.87%
VTI99.87%
VOO99.87%
INDA99.87%
VXUS95.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Arthur J. Gallagher (AJG) | 17.08% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 14.39% | 0% | 91.5% | 2/1/2025 |
| Vanguard Total International Stock ETF (VXUS) | 13.65% | 0% | 95.75% | 2/1/2025 |
| iShares MSCI India ETF (INDA) | 12.96% | 0% | 99.87% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 8.39% | 0% | 99.87% | 2/1/2025 |
| Vanguard S&P 500 ETF (VOO) | 8.29% | 0% | 99.87% | 2/1/2025 |
 Medpace (MEDP) | 2.7% | 0% | 67.6% | 2/1/2025 |
 Brown & Brown (BRO) | 2.4% | 0% | 67.6% | 2/1/2025 |
 Watsco (WSO) | 2.35% | 0% | 67.6% | 2/1/2025 |
 Hewlett Packard Enterprise (HPE) | 2.04% | 0% | 30.28% | 8/20/2023 |
 SS&C (SSNC) | 2.01% | 0% | 67.6% | 2/1/2025 |
 Dick's (DKS) | 1.45% | 0% | 32.27% | 9/5/2023 |
 Cactus (WHD) | 1.29% | 0% | 67.6% | 2/1/2025 |
 AutoNation (AN) | 1.13% | 0% | 30.28% | 8/20/2023 |
 SolarEdge (SEDG) | 1.09% | 0% | 30.28% | 8/20/2023 |
 Games Workshop (GAW.L) | 1.07% | 0% | 58.83% | 11/26/2024 |
 Pool Corp. (POOL) | 1.05% | 0% | 41.57% | 7/19/2024 |
 Qualys (QLYS) | 0.89% | 0% | 33.33% | 5/17/2024 |
 Alibaba (BABA) | 0.86% | 0% | 20.05% | 10/17/2024 |
 Kinsale (KNSL) | 0.76% | 0% | 33.33% | 5/17/2024 |
 Bunge (BG) | 0.74% | 0% | 30.28% | 8/20/2023 |
 Disney (DIS) | 0.51% | 0% | 28.69% | 8/8/2023 |
 LabCorp (LH) | 0.44% | 0% | 28.69% | 8/8/2023 |
 Huntsman (HUN) | 0.24% | 0% | 28.69% | 8/8/2023 |
 Quest Diagnostics (DGX) | 0.24% | 0% | 28.69% | 8/8/2023 |
 UNFI (UNFI) | 0.2% | 0% | 28.69% | 8/8/2023 |
 Fortrea (FTRE) | 0.02% | 0% | 19.39% | 11/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Arthur J. Gallagher (AJG) | 14.78% | 17.34% |
| Berkshire Hathaway (BRK.B) | 14.93% | 16.65% |
| iShares MSCI India ETF (INDA) | 14.84% | 14.14% |
| Vanguard Total International Stock ETF (VXUS) | 15.08% | 12.53% |
| Vanguard Total Stock Market ETF (VTI) | 9.76% | 9.91% |
| Vanguard S&P 500 ETF (VOO) | 7.45% | 8.37% |
| Medpace (MEDP) | 6.21% | 5.02% |
| Brown & Brown (BRO) | 4.73% | 4.79% |
| Watsco (WSO) | 4.43% | 4.23% |
| SS&C (SSNC) | 3.55% | 3.7% |
| Cactus (WHD) | 3.71% | 2.9% |