Portfolio Diversification
Range
Most Diversified
118 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
107.6 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
GOOG99.88%
META99.88%
MSFT99.88%
AMZN99.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 3.3% | 4.23% | 99.88% | - |
 Invesco QQQ (QQQ) | 2.43% | 13.49% | 99.88% | - |
 Broadcom (AVGO) | 1.98% | 2.59% | 99.88% | - |
 PulteGroup (PHM) | 1.43% | 1.33% | 99.88% | - |
 Palo Alto Networks (PANW) | 1.42% | 1.57% | 99.88% | - |
 KLA (KLAC) | 1.38% | 1.39% | 99.88% | - |
 Costco (COST) | 1.23% | 1.63% | 99.88% | - |
 D.R. Horton (DHI) | 1.23% | 1.04% | 99.88% | - |
 KB Home (KBH) | 1.15% | 0.95% | 99.88% | - |
| Apple (AAPL) | 1.15% | 1.09% | 99.88% | - |
 Berkshire Hathaway (BRK.B) | 1.14% | 1.41% | 99.88% | - |
 Bitcoin (BTC) | 1.14% | 1.78% | 99.88% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.1% | 1.05% | 99.88% | - |
 CyberArk (CYBR) | 1.09% | 1.47% | 99.88% | - |
 Lennar (LEN) | 1.09% | 0.78% | 99.88% | - |
 Check Point (CHKP) | 1.07% | 1.36% | 99.88% | - |
 Palantir (PLTR) | 1.06% | 3.19% | 99.88% | - |
| Microsoft (MSFT) | 1.04% | 0.97% | 99.88% | - |
 UnitedHealth (UNH) | 1.03% | 0.83% | 99.88% | - |
 Applied Materials (AMAT) | 1% | 0.79% | 99.88% | - |
 Lam Research (LRCX) | 0.97% | 0.79% | 99.88% | - |
 Technology Select Sector SPDR (XLK) | 0.96% | 0.9% | 99.88% | - |
 Mastercard (MA) | 0.96% | 1.05% | 99.88% | - |
 JPMorgan (JPM) | 0.93% | 1.11% | 99.88% | - |
 McDonald's (MCD) | 0.92% | 0.93% | 99.88% | - |
| Alphabet (GOOG) | 0.92% | 0.9% | 99.88% | - |
| Meta (META) | 0.91% | 1.07% | 99.88% | - |
 Vanguard Information Technology (VGT) | 0.91% | 0.88% | 99.88% | - |
 PDD Holdings (PDD) | 0.91% | 0.73% | 99.88% | - |
 AMD (AMD) | 0.91% | 0.59% | 99.88% | - |
 Fortinet (FTNT) | 0.91% | 1.15% | 99.88% | - |
 Goldman Sachs (GS) | 0.9% | 1.02% | 99.88% | - |
 Micron (MU) | 0.9% | 0.68% | 99.88% | - |
 Procter & Gamble (PG) | 0.9% | 0.9% | 99.88% | - |
 Visa (V) | 0.9% | 1.03% | 99.88% | - |
 Intuitive Surgical (ISRG) | 0.89% | 1.05% | 99.88% | - |
 TSMC (TSM) | 0.88% | 0.95% | 99.88% | - |
 Wells Fargo (WFC) | 0.88% | 1% | 99.88% | - |
 Vanguard Value ETF (VTV) | 0.87% | 0.85% | 99.88% | - |
 Vanguard S&P 500 ETF (VOO) | 0.87% | 0.87% | 99.88% | - |
 Qualcomm (QCOM) | 0.87% | 0.76% | 99.88% | - |
 Tesla (TSLA) | 0.86% | 0.83% | 99.88% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.86% | 0.84% | 99.88% | - |
 Financial Select Sector SPDR (XLF) | 0.86% | 0.94% | 99.88% | - |
 Vanguard Growth ETF (VUG) | 0.84% | 0.85% | 99.88% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.84% | 0.82% | 99.88% | - |
 Netflix (NFLX) | 0.83% | 1.33% | 99.88% | - |
 Crowdstrike (CRWD) | 0.83% | 1.19% | 99.88% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.82% | 0.74% | 99.88% | - |
 Ethereum (ETH) | 0.82% | 0.51% | 99.88% | - |
 Salesforce (CRM) | 0.8% | 0.75% | 99.88% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.8% | 0.88% | 99.88% | - |
 Morgan Stanley (MS) | 0.78% | 0.82% | 99.88% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.78% | 0.77% | 99.88% | - |
 Johnson & Johnson (JNJ) | 0.78% | 0.72% | 99.88% | - |
 Vanguard Health Care ETF (VHT) | 0.78% | 0.69% | 99.88% | - |
 Defiance Connective Technologies ETF (SIXG) | 0.77% | 0.76% | 99.88% | - |
 Cisco (CSCO) | 0.75% | 0.75% | 99.88% | - |
| Amazon (AMZN) | 0.75% | 0.77% | 99.88% | - |
 Texas Instruments (TXN) | 0.74% | 0.57% | 99.88% | - |
 Boeing (BA) | 0.71% | 0.54% | 99.88% | - |
 ASML (ASML) | 0.71% | 0.56% | 99.88% | - |
 Bank of America (BAC) | 0.71% | 0.7% | 99.88% | - |
 Realty Income (O) | 0.7% | 0.65% | 99.88% | - |
 BlackRock (BLK) | 0.7% | 0.71% | 99.88% | - |
 MSCI (MSCI) | 0.7% | 0.66% | 99.88% | - |
 iShares U.S. Medical Devices ETF (IHI) | 0.67% | 0.64% | 99.88% | - |
 Sony (SONY) | 0.67% | 0.8% | 99.88% | - |
 Adobe (ADBE) | 0.66% | 0.44% | 99.88% | - |
 Vanguard Real Estate ETF (VNQ) | 0.66% | 0.62% | 99.88% | - |
 Airbnb (ABNB) | 0.63% | 0.5% | 99.88% | - |
 JFrog (FROG) | 0.63% | 0.61% | 99.88% | - |
 First Trust Cloud Computing (SKYY) | 0.63% | 0.63% | 99.88% | - |
 Ishares Nasdaq Biotechnology (IBB) | 0.61% | 0.5% | 99.88% | - |
 Datadog (DDOG) | 0.61% | 0.48% | 99.88% | - |
 Autodesk (ADSK) | 0.6% | 0.61% | 99.88% | - |
 iShares MSCI Taiwan ETF (EWT) | 0.59% | 0.51% | 99.88% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.58% | 0.61% | 99.88% | - |
 Baidu (BIDU) | 0.58% | 0.39% | 99.88% | - |
 Tencent (0700.HK) | 0.57% | 0.67% | 99.88% | - |
 iShares MSCI China ETF (MCHI) | 0.56% | 0.55% | 99.88% | - |
 SPDR S&P Biotech ETF (XBI) | 0.55% | 0.44% | 99.88% | - |
 Global X Cloud Computing ETF (CLOU) | 0.52% | 0.46% | 99.88% | - |
 Amplify Transformational Data Sharing ETF (BLOK) | 0.5% | 0.57% | 99.88% | - |
 Zscaler (ZS) | 0.5% | 0.54% | 99.88% | - |
 Cloudflare (NET) | 0.49% | 0.62% | 99.88% | - |
 Intel (INTC) | 0.47% | 0.26% | 99.88% | - |
 Disney (DIS) | 0.45% | 0.36% | 99.88% | - |
 Invesco China Technology ETF (CQQQ) | 0.44% | 0.41% | 99.88% | - |
 KraneShares CSI China Internet (KWEB) | 0.43% | 0.41% | 99.88% | - |
 JD (9618.HK) | 0.41% | 0.38% | 99.88% | - |
 Zillow (Z) | 0.41% | 0.45% | 99.88% | - |
 WisdomTree Cloud Computing Fund (WCLD) | 0.41% | 0.36% | 99.88% | - |
 Alibaba (BABA) | 0.41% | 0.46% | 99.88% | - |
 Splunk Inc (SPLK) | 0.4% | 0% | 52.59% | 3/20/2024 |
 UiPath (PATH) | 0.4% | 0.24% | 99.88% | - |
 Snowflake (SNOW) | 0.4% | 0.34% | 99.88% | - |
 ARK Next Generation Internet ETF (ARKW) | 0.39% | 0.46% | 99.88% | - |
 ARK Fintech Innovation ETF (ARKF) | 0.39% | 0.46% | 99.88% | - |
 Shopify (SHOP) | 0.38% | 0.42% | 99.88% | - |
 ARK Innovation ETF (ARKK) | 0.32% | 0.3% | 99.88% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.28% | 0.19% | 99.88% | - |
 Okta (OKTA) | 0.26% | 0.28% | 99.88% | - |
 Unity (U) | 0.23% | 0.14% | 99.88% | - |
 Fastly (FSLY) | 0.23% | 0.09% | 99.88% | - |
 PayPal (PYPL) | 0.2% | 0.16% | 99.88% | - |
 Teladoc (TDOC) | 0.1% | 0.04% | 99.88% | - |
 QUALTRICS INTERNATIONAL-CL A (XM) | 0.08% | 0% | 21.35% | 6/30/2023 |
 Meituan (03690.HK) | 0.02% | 0.02% | 89.63% | - |
 Millrose Properties Inc (MRP) | 0.01% | 0.09% | 8.08% | - |
 US Bancorp (USB) | 0% | 0% | 0.24% | 1/3/2023 |
 Citi (C) | 0% | 0% | 0.24% | 1/3/2023 |
 Pinterest (PINS) | 0% | 0% | 0.24% | 1/3/2023 |
 SoFi (SOFI) | 0% | 0% | 0.24% | 1/3/2023 |
 DraftKings (DKNG) | 0% | 0% | 0.24% | 1/3/2023 |
 Upwork (UPWK) | 0% | 0% | 0.24% | 1/3/2023 |
 Fiverr (FVRR) | 0% | 0% | 0.24% | 1/3/2023 |
 Lemonade (LMND) | 0% | 0% | 0.24% | 1/3/2023 |
 Coinbase (COIN) | 0% | 0% | 0.24% | 1/3/2023 |
 Snapchat (SNAP) | 0% | 0% | 0.24% | 1/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.78% | 5% |
| Broadcom (AVGO) | 0.78% | 3.13% |
| Palantir (PLTR) | 0.78% | 2.3% |
| Bitcoin (BTC) | 0.78% | 1.76% |
| Palo Alto Networks (PANW) | 0.78% | 1.52% |
| PulteGroup (PHM) | 0.78% | 1.36% |
| CyberArk (CYBR) | 0.78% | 1.35% |
| Costco (COST) | 0.78% | 1.34% |
| Tesla (TSLA) | 0.78% | 1.24% |
| KLA (KLAC) | 0.78% | 1.23% |
| Apple (AAPL) | 0.78% | 1.23% |
| VanEck Vectors Semiconductor ETF (SMH) | 0.78% | 1.18% |
| Meta (META) | 0.78% | 1.12% |
| TSMC (TSM) | 0.78% | 1.11% |
| Berkshire Hathaway (BRK.B) | 0.78% | 1.1% |
| Netflix (NFLX) | 0.78% | 1.09% |
| KB Home (KBH) | 0.78% | 1.07% |
| D.R. Horton (DHI) | 0.78% | 1.07% |
| Check Point (CHKP) | 0.78% | 1.06% |
| Goldman Sachs (GS) | 0.78% | 1.03% |
| JPMorgan (JPM) | 0.78% | 1.03% |
| Intuitive Surgical (ISRG) | 0.78% | 1.02% |
| Fortinet (FTNT) | 0.78% | 1.01% |
| Alphabet (GOOG) | 0.78% | 1% |
| Microsoft (MSFT) | 0.78% | 0.99% |
| Crowdstrike (CRWD) | 0.78% | 0.97% |
| Vanguard Information Technology (VGT) | 0.78% | 0.97% |
| Technology Select Sector SPDR (XLK) | 0.78% | 0.97% |
| Wells Fargo (WFC) | 0.78% | 0.97% |
| Ethereum (ETH) | 0.78% | 0.95% |
| Mastercard (MA) | 0.78% | 0.95% |
| Salesforce (CRM) | 0.78% | 0.91% |
| Lennar (LEN) | 0.78% | 0.91% |
| Vanguard Growth ETF (VUG) | 0.78% | 0.89% |
| Invesco QQQ (QQQ) | 0.78% | 0.89% |
| Visa (V) | 0.78% | 0.88% |
| Financial Select Sector SPDR (XLF) | 0.78% | 0.87% |
| Amazon (AMZN) | 0.78% | 0.87% |
| Vanguard S&P 500 ETF (VOO) | 0.78% | 0.86% |
| Morgan Stanley (MS) | 0.78% | 0.84% |
| Applied Materials (AMAT) | 0.78% | 0.84% |
| UnitedHealth (UNH) | 0.78% | 0.83% |
| Vanguard Total Stock Market ETF (VTI) | 0.78% | 0.82% |
| Defiance Connective Technologies ETF (SIXG) | 0.78% | 0.82% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.78% | 0.8% |
| Vanguard Dividend Appreciation ETF (VIG) | 0.78% | 0.8% |
| Lam Research (LRCX) | 0.78% | 0.8% |
| Vanguard Value ETF (VTV) | 0.78% | 0.79% |
| Procter & Gamble (PG) | 0.78% | 0.79% |
| McDonald's (MCD) | 0.78% | 0.77% |
| Qualcomm (QCOM) | 0.78% | 0.76% |
| BlackRock (BLK) | 0.78% | 0.75% |
| Micron (MU) | 0.78% | 0.74% |
| Vanguard Total World Stock ETF (VT.US) | 0.78% | 0.73% |
| Bank of America (BAC) | 0.78% | 0.73% |
| AMD (AMD) | 0.78% | 0.72% |
| Cisco (CSCO) | 0.78% | 0.71% |
| First Trust Cloud Computing (SKYY) | 0.78% | 0.7% |
| PDD Holdings (PDD) | 0.78% | 0.68% |
| Datadog (DDOG) | 0.78% | 0.67% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.78% | 0.67% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.78% | 0.65% |
| MSCI (MSCI) | 0.78% | 0.64% |
| Vanguard Health Care ETF (VHT) | 0.78% | 0.64% |
| Texas Instruments (TXN) | 0.78% | 0.64% |
| Sony (SONY) | 0.78% | 0.63% |
| Autodesk (ADSK) | 0.78% | 0.62% |
| Amplify Transformational Data Sharing ETF (BLOK) | 0.78% | 0.61% |
| Johnson & Johnson (JNJ) | 0.78% | 0.59% |
| iShares U.S. Medical Devices ETF (IHI) | 0.78% | 0.58% |
| Vanguard Real Estate ETF (VNQ) | 0.78% | 0.57% |
| Cloudflare (NET) | 0.78% | 0.56% |
| Tencent (0700.HK) | 0.78% | 0.55% |
| ASML (ASML) | 0.78% | 0.54% |
| Realty Income (O) | 0.78% | 0.53% |
| iShares MSCI Taiwan ETF (EWT) | 0.78% | 0.53% |
| Boeing (BA) | 0.78% | 0.53% |
| Airbnb (ABNB) | 0.78% | 0.52% |
| JFrog (FROG) | 0.78% | 0.51% |
| Global X Cloud Computing ETF (CLOU) | 0.78% | 0.51% |
| Ishares Nasdaq Biotechnology (IBB) | 0.78% | 0.5% |
| Adobe (ADBE) | 0.78% | 0.5% |
| ARK Next Generation Internet ETF (ARKW) | 0.78% | 0.49% |
| Shopify (SHOP) | 0.78% | 0.48% |
| iShares MSCI China ETF (MCHI) | 0.78% | 0.47% |
| SPDR S&P Biotech ETF (XBI) | 0.78% | 0.47% |
| Zillow (Z) | 0.78% | 0.47% |
| ARK Fintech Innovation ETF (ARKF) | 0.78% | 0.46% |
| Zscaler (ZS) | 0.78% | 0.44% |
| Disney (DIS) | 0.78% | 0.42% |
| WisdomTree Cloud Computing Fund (WCLD) | 0.78% | 0.4% |
| Invesco China Technology ETF (CQQQ) | 0.78% | 0.36% |
| KraneShares CSI China Internet (KWEB) | 0.78% | 0.35% |
| Baidu (BIDU) | 0.78% | 0.35% |
| ARK Innovation ETF (ARKK) | 0.78% | 0.33% |
| JD (9618.HK) | 0.78% | 0.33% |
| Snowflake (SNOW) | 0.78% | 0.32% |
| Alibaba (BABA) | 0.78% | 0.32% |
| UiPath (PATH) | 1.56% | 0.26% |
| Intel (INTC) | 0.78% | 0.25% |
| PayPal (PYPL) | 0.78% | 0.21% |
| Okta (OKTA) | 0.78% | 0.2% |
| ARK Genomic Revolution ETF (ARKG) | 0.78% | 0.19% |
| Unity (U) | 0.78% | 0.15% |
| Fastly (FSLY) | 0.78% | 0.14% |
| Teladoc (TDOC) | 0.78% | 0.04% |
| Meituan (03690.HK) | 0% | 0.02% |