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Portfolio Diversification
Range
Most Diversified
27 instruments
December 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.3 instruments
Most Consistent Holdings
Top 5
QQQ99.58%
VTI99.58%
AAPL96.36%
AMZN96.36%
MA96.36%
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) | 20.81% | 0% | 96.36% | 2/25/2026 |
| Vanguard Total Stock Market ETF (VTI) | 13.84% | 59.4% | 99.58% | - |
 iShares Global REIT ETF (REET) | 9.21% | 0% | 96.36% | 2/25/2026 |
| Invesco QQQ (QQQ) | 5.9% | 22.82% | 99.58% | - |
 State Street SPDR S&P 500 ETF (SPY) | 5.25% | 0% | 96.36% | 2/25/2026 |
 Vanguard Communication Services ETF (VOX) | 4.29% | 0% | 96.36% | 2/25/2026 |
 Netflix (NFLX) | 4.26% | 0% | 96.36% | 2/25/2026 |
 Meta (META) | 3.68% | 0% | 84.75% | 10/8/2025 |
 Bitcoin (BTC) | 3.67% | 0% | 96.36% | 2/25/2026 |
| Amazon (AMZN) | 3.31% | 0% | 96.36% | 2/25/2026 |
 Vanguard Information Technology (VGT) | 2.59% | 0% | 96.36% | 2/25/2026 |
| Mastercard (MA) | 2.36% | 0% | 96.36% | 2/25/2026 |
| Apple (AAPL) | 2.21% | 0% | 96.36% | 2/25/2026 |
 iShares Core S&P 500 ETF (IVV) | 2.14% | 0% | 96.36% | 2/25/2026 |
 Vanguard S&P 500 ETF (VOO) | 2.14% | 0% | 96.36% | 2/25/2026 |
 iShares MSCI China ETF (MCHI) | 1.92% | 0% | 84.07% | 9/30/2025 |
 Alphabet (GOOG) | 1.91% | 0% | 84.75% | 10/8/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.49% | 0% | 36.44% | 2/25/2026 |
 Affirm (AFRM) | 1.42% | 0% | 51.44% | 10/8/2025 |
 Vanguard Total World Stock ETF (VT.US) | 1.28% | 0% | 36.53% | 2/25/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.24% | 0% | 36.53% | 2/25/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.22% | 0% | 36.36% | 2/25/2026 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.86% | 12.62% | 15.42% | - |
 iShares Bitcoin Trust (IBIT) | 0.73% | 5.01% | 50.93% | - |
 Tutor Perini (TPC) | 0.48% | 0% | 36.1% | 10/8/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.43% | 0% | 47.54% | 2/25/2026 |
 Intel (INTC) | 0.3% | 0% | 36.1% | 10/8/2025 |
 VanEck Vectors Oil Services ETF (OIH) | 0.24% | 0% | 35.51% | 10/1/2025 |
 Snapchat (SNAP) | 0.04% | 0% | 4.32% | 9/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.65% | 20.33% |
| Vanguard Total Stock Market ETF (VTI) | 16.99% | 15.86% |
| State Street SPDR S&P 500 ETF (SPY) | 8.15% | 8.01% |
| Invesco QQQ (QQQ) | 6.58% | 6.53% |
| Schwab US Dividend Equity ETF (SCHD) | 7.5% | 5.45% |
| Vanguard Communication Services ETF (VOX) | 4.17% | 4.53% |
| Vanguard Information Technology (VGT) | 4.79% | 4.41% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 5.11% | 3.75% |
| iShares Global REIT ETF (REET) | 4.72% | 3.68% |
| Vanguard Total World Stock ETF (VT.US) | 4.17% | 3.52% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 4.17% | 3.38% |
| Bitcoin (BTC) | 1.67% | 3.02% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 4.29% | 2.98% |
| Netflix (NFLX) | 1.67% | 2.96% |
| Amazon (AMZN) | 1.67% | 2% |
| Apple (AAPL) | 1.67% | 1.92% |
| Mastercard (MA) | 1.67% | 1.87% |
| Vanguard S&P 500 ETF (VOO) | 1.67% | 1.81% |
| iShares Core S&P 500 ETF (IVV) | 1.67% | 1.8% |
| iShares Bitcoin Trust (IBIT) | 0.83% | 0.96% |
| iShares US Aerospace & Defense ETF (ITA) | 0.83% | 0.95% |
Cash & Instruments Over Time
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