Portfolio Diversification
Range
Most Diversified
27 instruments
December 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.9 instruments
Most Consistent Holdings
Top 5
AAPL99.8%
AMZN99.8%
MA99.8%
NFLX99.8%
SPY99.8%
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 |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 21.73% | 19.95% | 99.8% | - |
 Vanguard Total Stock Market ETF (VTI) | 11.93% | 15.62% | 99.8% | - |
 iShares Global REIT ETF (REET) | 10.25% | 3.78% | 99.8% | - |
 Invesco QQQ (QQQ) | 5.2% | 6.47% | 99.8% | - |
| SPDR S&P 500 ETF (SPY) | 5.13% | 7.86% | 99.8% | - |
| Netflix (NFLX) | 4.58% | 3.67% | 99.8% | - |
 Vanguard Communication Services ETF (VOX) | 4.45% | 4.37% | 99.8% | - |
 Meta (META) | 4.28% | 0% | 98.52% | 10/8/2025 |
 Bitcoin (BTC) | 3.9% | 3.73% | 99.8% | - |
| Amazon (AMZN) | 3.61% | 1.9% | 99.8% | - |
| Mastercard (MA) | 2.53% | 1.86% | 99.8% | - |
 Vanguard Information Technology (VGT) | 2.47% | 4.45% | 99.8% | - |
| Apple (AAPL) | 2.34% | 1.85% | 99.8% | - |
 iShares Core S&P 500 ETF (IVV) | 2.27% | 1.77% | 99.8% | - |
 Vanguard S&P 500 ETF (VOO) | 2.27% | 1.77% | 99.8% | - |
 iShares MSCI China ETF (MCHI) | 2.23% | 0% | 97.73% | 9/30/2025 |
 Alphabet (GOOG) | 2.22% | 0% | 98.52% | 10/8/2025 |
 Affirm (AFRM) | 1.65% | 0% | 59.8% | 10/8/2025 |
 Vanguard Total World Stock ETF (VT.US) | 1.06% | 3.47% | 30.25% | - |
 Consumer Staples Select Sector SPDR (XLP) | 1.05% | 3.03% | 30.05% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.04% | 5.37% | 30.15% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 1.03% | 3.16% | 30.25% | - |
 Tutor Perini (TPC) | 0.56% | 0% | 41.97% | 10/8/2025 |
 iShares Bitcoin Trust (IBIT) | 0.53% | 1.23% | 43.25% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.38% | 0.95% | 43.05% | - |
 Intel (INTC) | 0.35% | 0% | 41.97% | 10/8/2025 |
 VanEck Vectors Oil Services ETF (OIH) | 0.28% | 0% | 41.28% | 10/1/2025 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.05% | 3.73% | 1.97% | - |
 Snapchat (SNAP) | 0.05% | 0% | 5.02% | 9/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 17.58% | 19.83% |
| Vanguard Total Stock Market ETF (VTI) | 10.47% | 10.41% |
| SPDR S&P 500 ETF (SPY) | 9.15% | 8.14% |
| Invesco QQQ (QQQ) | 5.05% | 4.89% |
| Vanguard Communication Services ETF (VOX) | 4.68% | 4.29% |
| iShares Global REIT ETF (REET) | 5.31% | 4.18% |
| Bitcoin (BTC) | 1.87% | 3.78% |
| Consumer Staples Select Sector SPDR (XLP) | 4.81% | 3.57% |
| The Health Care Select Sector SPDR Fund (XLV) | 4.68% | 3.56% |
| Schwab US Dividend Equity ETF (SCHD) | 4.68% | 3.54% |
| Affirm (AFRM) | 2.41% | 3.5% |
| Vanguard Total World Stock ETF (VT.US) | 4.68% | 3.47% |
| Netflix (NFLX) | 1.87% | 3.34% |
| Meta (META) | 1.87% | 2.82% |
| Amazon (AMZN) | 1.87% | 2.25% |
| Vanguard Information Technology (VGT) | 1.87% | 2.1% |
| Apple (AAPL) | 1.87% | 2.09% |
| Mastercard (MA) | 1.87% | 2.05% |
| Alphabet (GOOG) | 1.87% | 2.01% |
| iShares MSCI China ETF (MCHI) | 2.81% | 2% |
| Vanguard S&P 500 ETF (VOO) | 1.87% | 1.84% |
| iShares Core S&P 500 ETF (IVV) | 1.87% | 1.84% |
| iShares Bitcoin Trust (IBIT) | 0.94% | 1.22% |
| Tutor Perini (TPC) | 0.94% | 0.95% |
| iShares US Aerospace & Defense ETF (ITA) | 0.94% | 0.76% |
| Intel (INTC) | 0.94% | 0.71% |
| VanEck Vectors Oil Services ETF (OIH) | 0.94% | 0.66% |