Portfolio Diversification
Range
Most Diversified
61 instruments
January 2, 2023
Least Diversified
0 instruments
November 12, 2025
Average
43.5 instruments
Most Consistent Holdings
Top 5
AAPL99.72%
GOOG99.72%
MSFT99.72%
AMZN99.72%
CVX99.72%
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 |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 8.63% | 10.02% | 99.72% | - |
| Alphabet (GOOG) | 4.44% | 8.1% | 99.72% | - |
 iShares Core Dividend Growth ETF (DGRO) | 4.21% | 0% | 96.73% | 11/11/2025 |
| Microsoft (MSFT) | 4.21% | 4.88% | 99.72% | - |
| Apple (AAPL) | 3.94% | 5.11% | 99.72% | - |
| Amazon (AMZN) | 3.49% | 4.31% | 99.72% | - |
 AMD (AMD) | 3.43% | 5% | 99.72% | - |
 Prudential (PRU) | 3.18% | 0% | 96.73% | 11/11/2025 |
 iShares Gold Trust (IAU) | 3.1% | 5.15% | 99.72% | - |
 Vanguard Real Estate ETF (VNQ) | 2.94% | 2.89% | 99.72% | - |
 Cameco (CCJ) | 2.9% | 2.69% | 99.72% | - |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 2.88% | 2.63% | 99.72% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 2.72% | 2.92% | 99.72% | - |
 Disney (DIS) | 2.52% | 2.75% | 99.72% | - |
 ASML (ASML) | 2.48% | 3.32% | 99.72% | - |
 Autozone (AZO) | 2.37% | 0% | 96.73% | 11/11/2025 |
 AbbVie (ABBV) | 2.14% | 2.63% | 99.72% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.08% | 2.24% | 99.72% | - |
 U.S. Steel (X) | 2.04% | 0% | 83.55% | 6/23/2025 |
| Chevron (CVX) | 1.97% | 1.8% | 99.72% | - |
 Johnson & Johnson (JNJ) | 1.93% | 2.59% | 99.72% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.59% | 0% | 96.73% | 11/11/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 1.51% | 3.08% | 99.72% | - |
 SPDR Gold (GLD) | 1.45% | 2.32% | 99.72% | - |
 WP Carey (WPC) | 1.45% | 1.42% | 99.72% | - |
 Bitcoin (BTC) | 1.42% | 2% | 99.72% | - |
 TSMC (TSM) | 1.33% | 2.34% | 99.72% | - |
 Vanguard Total Bond Market ETF (BND) | 1.3% | 1.25% | 99.72% | - |
 Prologis (PLD) | 1.29% | 1.34% | 99.72% | - |
 iShares Silver Trust (SLV) | 1.26% | 2.58% | 99.72% | - |
 McDonald's (MCD) | 1.19% | 1.25% | 99.72% | - |
 Nike (NKE) | 1.16% | 0.88% | 99.72% | - |
 Crowdstrike (CRWD) | 1.11% | 1.74% | 99.72% | - |
 SPDR S&P 500 ETF (SPY) | 1.1% | 1.48% | 99.72% | - |
 Ethereum (ETH) | 1.02% | 1.15% | 99.72% | - |
 NNN (NNN) | 0.84% | 0% | 29.07% | 11/15/2023 |
 CVS Health (CVS) | 0.73% | 0% | 29.07% | 11/15/2023 |
 Booking (BKNG) | 0.64% | 0.86% | 98.22% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.5% | 0% | 22.71% | 9/5/2023 |
 Invesco QQQ (QQQ) | 0.5% | 0.65% | 99.72% | - |
 Marathon Oil (MRO) | 0.38% | 0% | 32.99% | 12/27/2023 |
 Realty Income (O) | 0.38% | 0% | 29.07% | 11/15/2023 |
 Marathon Digital (MARA) | 0.36% | 0.24% | 99.72% | - |
 Intuitive Surgical (ISRG) | 0.31% | 0% | 29.07% | 11/15/2023 |
 NVIDIA (NVDA) | 0.28% | 0% | 14.39% | 6/7/2023 |
 Equinix (EQIX) | 0.27% | 0% | 29.07% | 11/15/2023 |
 Iron Mountain (IRM) | 0.21% | 0% | 22.71% | 9/5/2023 |
 Procter & Gamble (PG) | 0.18% | 0% | 29.07% | 11/15/2023 |
 RH (RH) | 0.17% | 0% | 22.71% | 9/5/2023 |
 CSX (CSX) | 0.17% | 0% | 22.71% | 9/5/2023 |
 iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | 0.17% | 0% | 11.5% | 11/15/2023 |
 Materials Select Sector SPDR (XLB) | 0.16% | 0% | 22.71% | 9/5/2023 |
 Smartsheet (SMAR) | 0.13% | 0% | 22.71% | 9/5/2023 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.12% | 0% | 39.44% | 3/6/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.11% | 0% | 32.99% | 12/27/2023 |
 Block Inc. (XYZ) | 0.09% | 0% | 29.07% | 11/15/2023 |
 Spotify (SPOT) | 0.07% | 0% | 29.07% | 11/15/2023 |
 HCA (HCA) | 0.06% | 0% | 2.06% | 1/23/2023 |
 Sea (SE) | 0.05% | 0% | 29.07% | 11/15/2023 |
 Vanguard Short-Term Bond ETF (BSV) | 0.04% | 1.32% | 2.99% | - |
 PayPal (PYPL) | 0.04% | 0% | 29.07% | 11/15/2023 |
 Cosmos (ATOM) | 0.01% | 0% | 12.52% | 5/18/2023 |
 Vermilion (VET.US) | 0.01% | 0% | 0.93% | 1/11/2023 |
 Polkadot (DOT) | 0% | 0% | 12.52% | 5/18/2023 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 1.21% | 11/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.98% | 9.1% |
| Alphabet (GOOG) | 3.35% | 5.05% |
| Apple (AAPL) | 3.03% | 4.72% |
| iShares Core Dividend Growth ETF (DGRO) | 4.68% | 4.46% |
| Microsoft (MSFT) | 3.25% | 4.39% |
| Amazon (AMZN) | 3.59% | 4.3% |
| Prudential (PRU) | 3.58% | 3.69% |
| iShares Gold Trust (IAU) | 2.89% | 3.18% |
| AMD (AMD) | 2.54% | 2.96% |
| Vanguard Real Estate ETF (VNQ) | 3.63% | 2.9% |
| Disney (DIS) | 4.19% | 2.81% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 4.07% | 2.73% |
| SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 2.64% | 2.72% |
| Autozone (AZO) | 2.13% | 2.48% |
| Cameco (CCJ) | 1.28% | 2.35% |
| Schwab US Dividend Equity ETF (SCHD) | 2.64% | 2.23% |
| U.S. Steel (X) | 2.13% | 2.21% |
| ASML (ASML) | 2.64% | 2.14% |
| AbbVie (ABBV) | 1.66% | 2.1% |
| Bitcoin (BTC) | 0.52% | 1.99% |
| Chevron (CVX) | 2.68% | 1.77% |
| Johnson & Johnson (JNJ) | 2.45% | 1.76% |
| TSMC (TSM) | 0.85% | 1.62% |
| SPDR Gold (GLD) | 1.28% | 1.44% |
| SPDR S&P 500 ETF (SPY) | 1.07% | 1.29% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.04% | 1.27% |
| Ethereum (ETH) | 1.38% | 1.26% |
| VanEck Vectors Gold Miners ETF (GDX) | 1.64% | 1.25% |
| Crowdstrike (CRWD) | 0.85% | 1.23% |
| Vanguard Total Bond Market ETF (BND) | 1.87% | 1.23% |
| WP Carey (WPC) | 2.08% | 1.19% |
| iShares Silver Trust (SLV) | 1.22% | 1.18% |
| McDonald's (MCD) | 1.28% | 1.15% |
| Prologis (PLD) | 1.7% | 1.11% |
| Nike (NKE) | 1.99% | 0.99% |
| Booking (BKNG) | 0.47% | 0.79% |
| Invesco QQQ (QQQ) | 0.34% | 0.55% |
| Marathon Digital (MARA) | 0.79% | 0.38% |