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Portfolio Diversification
Range
Most Diversified
14 instruments
January 2, 2023
Least Diversified
3 instruments
August 29, 2025
Average
7.5 instruments
Most Consistent Holdings
Top 5
NET81.63%
UPST81.63%
DDOG73.98%
CFLT73.98%
TREX66.75%
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 |
|---|---|---|---|---|
| Upstart (UPST) | 17.59% | 0% | 81.63% | 8/28/2025 |
| Cloudflare (NET) | 12.41% | 0% | 81.63% | 8/28/2025 |
 Realty Income (O) | 11.56% | 0% | 39.71% | 8/28/2025 |
| Datadog (DDOG) | 9.71% | 0% | 73.98% | 5/30/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 8.72% | 43.14% | 26.02% | - |
 iShares Core Dividend Growth ETF (DGRO) | 7.13% | 39% | 18.37% | - |
| Confluent (CFLT) | 6.79% | 0% | 73.98% | 5/30/2025 |
 UiPath (PATH) | 4.33% | 0% | 66.75% | 3/6/2025 |
| Trex (TREX) | 4.04% | 0% | 66.75% | 3/6/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 3.64% | 17.86% | 23.21% | - |
 Vanguard Total Bond Market ETF (BND) | 2.65% | 0% | 9.69% | 4/28/2023 |
 Vanguard S&P 500 ETF (VOO) | 2.6% | 0% | 13.52% | 6/12/2023 |
 Vanguard Real Estate ETF (VNQ) | 2.59% | 0% | 13.52% | 6/12/2023 |
 TaskUs (TASK) | 2.52% | 0% | 66.75% | 3/6/2025 |
 Virgin Galactic (SPCE) | 2.34% | 0% | 60.54% | 12/23/2024 |
 Skillz (SKLZ) | 0.33% | 0% | 16.58% | 7/18/2023 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.32% | 0% | 4.85% | 4/28/2023 |
 Asana (ASAN) | 0.15% | 0% | 16.58% | 7/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 41.3% | 40.67% |
| iShares Core Dividend Growth ETF (DGRO) | 38.67% | 39.09% |
| Vanguard Dividend Appreciation ETF (VIG) | 19.01% | 19.23% |
Cash & Instruments Over Time
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