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Portfolio Diversification
Range
Most Diversified
61 instruments
January 2, 2023
Least Diversified
0 instruments
November 12, 2025
Average
42.8 instruments
Most Consistent Holdings
Top 5
AAPL99.58%
GOOG99.58%
MSFT99.58%
AMZN99.58%
CVX99.58%
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) | 8.69% | 9.41% | 99.58% | - |
| Alphabet (GOOG) | 4.76% | 7.68% | 99.58% | - |
| Microsoft (MSFT) | 4.21% | 3.82% | 99.58% | - |
| Apple (AAPL) | 4.01% | 4.73% | 99.58% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.82% | 0% | 87.71% | 11/11/2025 |
 AMD (AMD) | 3.56% | 5.22% | 99.58% | - |
| Amazon (AMZN) | 3.55% | 4.04% | 99.58% | - |
 iShares Gold Trust (IAU) | 3.32% | 5.55% | 99.58% | - |
 Cameco (CCJ) | 2.93% | 3.35% | 99.58% | - |
 Vanguard Real Estate ETF (VNQ) | 2.93% | 2.89% | 99.58% | - |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 2.88% | 3.59% | 99.58% | - |
 Prudential (PRU) | 2.88% | 0% | 87.71% | 11/11/2025 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 2.72% | 2.83% | 99.58% | - |
 ASML (ASML) | 2.61% | 4.01% | 99.58% | - |
 Disney (DIS) | 2.52% | 2.39% | 99.58% | - |
 AbbVie (ABBV) | 2.17% | 2.42% | 99.58% | - |
 Autozone (AZO) | 2.15% | 0% | 87.71% | 11/11/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 2.1% | 2.46% | 99.58% | - |
 Johnson & Johnson (JNJ) | 1.99% | 2.9% | 99.58% | - |
| Chevron (CVX) | 1.98% | 2.39% | 99.58% | - |
 U.S. Steel (X) | 1.85% | 0% | 75.76% | 6/23/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 1.68% | 3.41% | 99.58% | - |
 SPDR Gold (GLD) | 1.54% | 2.51% | 99.58% | - |
 Bitcoin (BTC) | 1.46% | 1.8% | 99.58% | - |
 TSMC (TSM) | 1.45% | 2.73% | 99.58% | - |
 WP Carey (WPC) | 1.45% | 1.51% | 99.58% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.44% | 0% | 87.71% | 11/11/2025 |
 iShares Silver Trust (SLV) | 1.43% | 2.91% | 99.58% | - |
 Prologis (PLD) | 1.29% | 1.38% | 99.58% | - |
 Vanguard Total Bond Market ETF (BND) | 1.29% | 1.24% | 99.58% | - |
 McDonald's (MCD) | 1.19% | 1.19% | 99.58% | - |
 Crowdstrike (CRWD) | 1.14% | 1.41% | 99.58% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.13% | 1.42% | 99.58% | - |
 Nike (NKE) | 1.12% | 0.57% | 99.58% | - |
 Ethereum (ETH) | 1.01% | 0.8% | 99.58% | - |
 NNN (NNN) | 0.76% | 0% | 26.36% | 11/15/2023 |
 CVS Health (CVS) | 0.66% | 0% | 26.36% | 11/15/2023 |
 Booking (BKNG) | 0.65% | 0.65% | 98.22% | - |
 Invesco QQQ (QQQ) | 0.51% | 0.62% | 99.58% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.46% | 0% | 20.59% | 9/5/2023 |
 Marathon Digital (MARA) | 0.35% | 0.19% | 99.58% | - |
 Marathon Oil (MRO) | 0.35% | 0% | 29.92% | 12/27/2023 |
 Realty Income (O) | 0.34% | 0% | 26.36% | 11/15/2023 |
 Intuitive Surgical (ISRG) | 0.29% | 0% | 26.36% | 11/15/2023 |
 NVIDIA (NVDA) | 0.25% | 0% | 13.05% | 6/7/2023 |
 Equinix (EQIX) | 0.25% | 0% | 26.36% | 11/15/2023 |
 Iron Mountain (IRM) | 0.19% | 0% | 20.59% | 9/5/2023 |
 Procter & Gamble (PG) | 0.16% | 0% | 26.36% | 11/15/2023 |
 RH (RH) | 0.16% | 0% | 20.59% | 9/5/2023 |
 Vanguard Short-Term Bond ETF (BSV) | 0.15% | 1.3% | 11.86% | - |
 CSX (CSX) | 0.15% | 0% | 20.59% | 9/5/2023 |
 iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | 0.15% | 0% | 10.42% | 11/15/2023 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.14% | 0% | 20.59% | 9/5/2023 |
 Smartsheet (SMAR) | 0.11% | 0% | 20.59% | 9/5/2023 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.11% | 0% | 35.76% | 3/6/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.1% | 0% | 29.92% | 12/27/2023 |
 Block Inc. (XYZ) | 0.08% | 0% | 26.36% | 11/15/2023 |
 Spotify (SPOT) | 0.07% | 0% | 26.36% | 11/15/2023 |
 HCA (HCA) | 0.05% | 0% | 1.86% | 1/23/2023 |
 Coca-Cola (KO) | 0.05% | 0.71% | 7.54% | - |
 Sea (SE) | 0.04% | 0% | 26.36% | 11/15/2023 |
 PayPal (PYPL) | 0.03% | 0% | 26.36% | 11/15/2023 |
 Heineken (HEIA.NV) | 0.03% | 0.7% | 6.86% | - |
 Ecolab (ECL) | 0.02% | 0.65% | 5.08% | - |
 Cosmos (ATOM) | 0.01% | 0% | 11.36% | 5/18/2023 |
 Vermilion (VET.US) | 0% | 0% | 0.85% | 1/11/2023 |
 Polkadot (DOT) | 0% | 0% | 11.36% | 5/18/2023 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 1.1% | 11/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.69% | 9.94% |
| Alphabet (GOOG) | 4.17% | 8.22% |
| AMD (AMD) | 3.16% | 5.18% |
| iShares Gold Trust (IAU) | 3.6% | 5.14% |
| Apple (AAPL) | 3.77% | 5.06% |
| Microsoft (MSFT) | 4.04% | 4.97% |
| Amazon (AMZN) | 4.46% | 4.46% |
| ASML (ASML) | 3.29% | 3.26% |
| VanEck Vectors Gold Miners ETF (GDX) | 2.03% | 3.1% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 5.06% | 2.91% |
| iShares Silver Trust (SLV) | 1.51% | 2.85% |
| Vanguard Real Estate ETF (VNQ) | 4.51% | 2.84% |
| Disney (DIS) | 5.21% | 2.83% |
| Cameco (CCJ) | 1.06% | 2.73% |
| AbbVie (ABBV) | 2.07% | 2.66% |
| SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 3.29% | 2.55% |
| Johnson & Johnson (JNJ) | 3.05% | 2.49% |
| TSMC (TSM) | 1.06% | 2.46% |
| SPDR Gold (GLD) | 1.59% | 2.32% |
| Schwab US Dividend Equity ETF (SCHD) | 3.29% | 2.21% |
| Bitcoin (BTC) | 1.12% | 2.12% |
| Chevron (CVX) | 3.34% | 1.84% |
| Crowdstrike (CRWD) | 1.06% | 1.67% |
| State Street SPDR S&P 500 ETF (SPY) | 1.33% | 1.48% |
| WP Carey (WPC) | 2.58% | 1.39% |
| Prologis (PLD) | 2.12% | 1.32% |
| Vanguard Short-Term Bond ETF (BSV) | 2.09% | 1.31% |
| Vanguard Total Bond Market ETF (BND) | 2.33% | 1.25% |
| McDonald's (MCD) | 1.59% | 1.2% |
| Ethereum (ETH) | 1.76% | 1.15% |
| Booking (BKNG) | 0.58% | 0.84% |
| Nike (NKE) | 2.47% | 0.82% |
| Invesco QQQ (QQQ) | 0.42% | 0.66% |
| Marathon Digital (MARA) | 0.98% | 0.2% |
Cash & Instruments Over Time
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