Holdings over time
(Since October 19, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 12.35% | 0% | 84.75% | 11/21/2024 |
 Realty Income (O) | 9.74% | 9.85% | 99.75% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 9.73% | 9.01% | 99.75% | - |
 Vanguard S&P 500 ETF (VOO) | 9.67% | 9.59% | 99.75% | - |
 iShares Core High Dividend ETF (HDV) | 9.43% | 9.38% | 99.75% | - |
 Schwab US Dividend Equity ETF (SCHD) | 8.98% | 7.36% | 99.75% | - |
 BlackRock (BLK) | 8.39% | 3.81% | 81% | - |
 Vanguard Information Technology (VGT) | 5.33% | 9.46% | 73.25% | - |
 Amazon (AMZN) | 4.77% | 0% | 71.25% | 10/11/2024 |
 Coca-Cola (KO) | 4.26% | 0% | 69.75% | 7/30/2024 |
 Apple (AAPL) | 1.93% | 0% | 70.75% | 7/30/2024 |
 Bank of America (BAC) | 0.4% | 0% | 72.75% | 10/11/2024 |
 VICI Properties (VICI) | 0.25% | 0% | 54.75% | 7/30/2024 |
 Tesla (TSLA) | 0.17% | 0% | 2.5% | 6/20/2024 |
 Banco Santander (SAN) | 0.05% | 0% | 24.5% | 7/30/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| BlackRock (BLK) | 13.71% | 14.47% |
| Realty Income (O) | 12.38% | 12.39% |
| Vanguard S&P 500 ETF (VOO) | 12.38% | 12.2% |
| Schwab US Dividend Equity ETF (SCHD) | 12.38% | 12.18% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 12.38% | 12.15% |
| iShares Core High Dividend ETF (HDV) | 12.38% | 11.92% |
| Amazon (AMZN) | 6.81% | 7.09% |
| NVIDIA (NVDA) | 6.47% | 6.65% |
| Coca-Cola (KO) | 6.81% | 6.64% |
| Apple (AAPL) | 3.09% | 3.14% |
| VICI Properties (VICI) | 0.62% | 0.6% |
| Bank of America (BAC) | 0.62% | 0.59% |