Portfolio Diversification
Range
Most Diversified
11 instruments
March 3, 2022
Least Diversified
0 instruments
August 31, 2024
Average
8.2 instruments
Most Consistent Holdings
Top 5
IYR75.22%
IEMG75.22%
ITOT75.22%
IXUS75.22%
SCHD75.22%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total World Stock ETF (VT.US) | 14.88% | 0% | 70.34% | 8/30/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 8.16% | 0% | 75.22% | 8/30/2024 |
 Vanguard Total Stock Market ETF (VTI) | 8.09% | 0% | 75.22% | 8/30/2024 |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 8.08% | 0% | 75.22% | 8/30/2024 |
 Schwab Emerging Markets Equity ETF (SCHE) | 6.18% | 0% | 75.22% | 8/30/2024 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 6.05% | 0% | 75.22% | 8/30/2024 |
 Schwab International Equity ETF (SCHF) | 5.31% | 0% | 75.22% | 8/30/2024 |
| iShares Core MSCI Total International Stock ETF (IXUS) | 5.08% | 0% | 75.22% | 8/30/2024 |
| Schwab US Dividend Equity ETF (SCHD) | 3.96% | 0% | 75.22% | 8/30/2024 |
| iShares U.S. Real Estate ETF (IYR) | 3.7% | 0% | 75.22% | 8/30/2024 |
 Vanguard Intermediate-Term Corp (VCIT) | 3.35% | 0% | 75.22% | 8/30/2024 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|