Portfolio Diversification
Range
Most Diversified
14 instruments
December 31, 2024
Least Diversified
0 instruments
January 1, 2022
Average
6 instruments
Most Consistent Holdings
Top 5
EFA55.11%
GLD55.11%
VOOG55.11%
VOO55.11%
VUG55.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 8.2% | 0% | 55.11% | 2/1/2025 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 4.72% | 0% | 37.77% | 2/1/2025 |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.09% | 0% | 55.11% | 2/1/2025 |
| Vanguard Growth ETF (VUG) | 3.6% | 0% | 55.11% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.51% | 0% | 38.41% | 7/31/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 3.2% | 0% | 16.51% | 12/11/2023 |
| iShares MSCI EAFE ETF (EFA) | 3.07% | 0% | 55.11% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 2.44% | 0% | 49.09% | 12/30/2024 |
 Vanguard Russell 1000 Growth ETF (VONG) | 2.29% | 0% | 49.45% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 2.06% | 0% | 32.76% | 7/31/2024 |
 Invesco QQQ (QQQ) | 2.06% | 0% | 38.69% | 2/1/2025 |
| SPDR Gold (GLD) | 2.06% | 0% | 55.11% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.63% | 0% | 13.69% | 12/30/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.93% | 0% | 16.7% | 2/1/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.34% | 0% | 16.7% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.2% | 0% | 0.82% | 6/9/2023 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.08% | 0% | 3.01% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 0.07% | 0% | 3.01% | 2/1/2025 |
 iShares TIPS Bond ETF (TIP) | 0.05% | 0% | 3.01% | 2/1/2025 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.05% | 0% | 3.01% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 10.9% | 11.05% |
| iShares MSCI EAFE ETF (EFA) | 4.58% | 4.44% |
| Vanguard Total International Stock ETF (VXUS) | 4.66% | 4.42% |
| Invesco QQQ (QQQ) | 3.37% | 3.51% |
| Vanguard Total Bond Market ETF (BND) | 2.74% | 2.68% |
| Vanguard Short-Term Treasury Index Fund (VGSH) | 2.71% | 2.68% |
| Vanguard S&P 500 Value ETF (VOOV) | 2.69% | 2.66% |
| Vanguard Small-Cap ETF (VB) | 2.24% | 2.22% |
| SPDR Gold (GLD) | 1.71% | 1.78% |
| iShares TIPS Bond ETF (TIP) | 1.79% | 1.77% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 1.79% | 1.77% |
| Vanguard Russell 1000 Growth ETF (VONG) | 1.61% | 1.75% |
| Vanguard Growth ETF (VUG) | 1.62% | 1.75% |
| Vanguard S&P 500 Growth ETF (VOOG) | 1.63% | 1.75% |