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Portfolio Diversification
Range
Most Diversified
65 instruments
June 27, 2026
Least Diversified
0 instruments
April 25, 2023
Average
39.3 instruments
Most Consistent Holdings
Top 5
MSFT98.83%
LLY98.58%
GLD97.16%
NVDA95.65%
COST93.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 8.8% | 62.31% | 25.08% | - |
| Microsoft (MSFT) | 6.14% | 1.16% | 98.83% | - |
| SPDR Gold (GLD) | 5.35% | 1.34% | 97.16% | - |
 State Street SPDR S&P 500 ETF (SPY) | 5.02% | 1.25% | 66.72% | - |
| NVIDIA (NVDA) | 4.07% | 1.06% | 95.65% | - |
 Vanguard S&P 500 ETF (VOO) | 3.38% | 0% | 37.21% | 11/21/2025 |
| Eli Lilly (LLY) | 2.69% | 0.59% | 98.58% | - |
 Broadcom (AVGO) | 2.38% | 0.73% | 92.39% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 2.35% | 0% | 56.27% | 5/29/2026 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 2.15% | 5.9% | 60.2% | - |
 UnitedHealth (UNH) | 2.13% | 0.3% | 92.39% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 2.12% | 0% | 37.37% | 7/17/2024 |
| Costco (COST) | 1.99% | 0.37% | 93.48% | - |
 Procter & Gamble (PG) | 1.88% | 0.35% | 81.52% | - |
 Walmart (WMT) | 1.88% | 0.48% | 88.96% | - |
 AbbVie (ABBV) | 1.64% | 0.41% | 80.52% | - |
 McDonald's (MCD) | 1.59% | 0.26% | 91.64% | - |
 Merck (MRK) | 1.57% | 0.34% | 76.59% | - |
 Tesla (TSLA) | 1.39% | 0% | 57.27% | 10/21/2025 |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 1.33% | 0% | 23.49% | 4/24/2025 |
 Meta (META) | 1.28% | 0.33% | 56.1% | - |
 ServiceNow (NOW) | 1.28% | 0% | 76.92% | 6/26/2026 |
 Vertex (VRTX) | 1.17% | 0.27% | 89.38% | - |
 Deere (DE) | 1.1% | 0.28% | 83.11% | - |
 AMD (AMD) | 1.09% | 0.41% | 84.45% | - |
 Progressive (PGR) | 1.08% | 0.27% | 81.86% | - |
 Mastercard (MA) | 1.08% | 0.43% | 66.3% | - |
 NextEra (NEE) | 1.06% | 0.25% | 79.35% | - |
 Lockheed Martin (LMT) | 1.05% | 0.22% | 86.54% | - |
 Visa (V) | 1.02% | 0.53% | 55.02% | - |
 Netflix (NFLX) | 1.01% | 0.28% | 65.47% | - |
 T-Mobile (TMUS) | 1% | 0.28% | 73.75% | - |
 Chubb (CB) | 0.93% | 0.28% | 79.1% | - |
 Elevance Health (ELV) | 0.89% | 0% | 53.09% | 6/2/2025 |
 PepsiCo (PEP) | 0.86% | 0% | 39.13% | 12/29/2025 |
 TJX (TJX) | 0.86% | 0.26% | 68.56% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.81% | 0% | 22.83% | 7/17/2024 |
 Apple (AAPL) | 0.79% | 1.46% | 30.52% | - |
 Danaher (DHR) | 0.79% | 0.22% | 55.43% | - |
 Alphabet (GOOG) | 0.78% | 1.07% | 44.06% | - |
 Boston Scientific (BSX.US) | 0.76% | 0% | 61.04% | 3/23/2026 |
 Palo Alto Networks (PANW) | 0.72% | 0.38% | 57.53% | - |
 Marsh & McLennan (MRSH) | 0.68% | 0% | 54.26% | 12/29/2025 |
 Cigna (CI) | 0.64% | 0% | 41.81% | 7/28/2025 |
 Arista (ANET) | 0.59% | 0.28% | 50.33% | - |
 ADP (ADP) | 0.57% | 0% | 52.68% | 1/26/2026 |
 Thermo Fisher (TMO) | 0.56% | 0.24% | 34.62% | - |
 KLA (KLAC) | 0.56% | 0.31% | 49.33% | - |
 Regeneron (REGN) | 0.54% | 0% | 36.54% | 12/5/2024 |
 Charles Schwab (SCHW) | 0.47% | 0% | 49.75% | 6/26/2026 |
 Berkshire Hathaway (BRK.B) | 0.45% | 0.63% | 24.5% | - |
 Amazon (AMZN) | 0.44% | 0% | 19.9% | 6/26/2026 |
 Lam Research (LRCX) | 0.44% | 0.35% | 30.02% | - |
 Fiserv (FISV) | 0.42% | 0% | 31.61% | 7/28/2025 |
 Southern Co (SO) | 0.4% | 0.26% | 43.23% | - |
 CME Group (CME) | 0.38% | 0% | 40.55% | 6/26/2026 |
 JPMorgan (JPM) | 0.35% | 0.61% | 24.67% | - |
 Stryker (SYK) | 0.29% | 0% | 26.51% | 9/29/2025 |
 Intuit (INTU) | 0.28% | 0% | 22.74% | 8/26/2025 |
 Trane (TT) | 0.26% | 0.26% | 22.99% | - |
 Duke Energy (DUK) | 0.23% | 0.25% | 26.59% | - |
 Coca-Cola (KO) | 0.23% | 0.35% | 20.9% | - |
 Johnson & Johnson (JNJ) | 0.23% | 0.47% | 18.56% | - |
 McKesson (MCK) | 0.21% | 0% | 21.32% | 5/29/2026 |
 Philip Morris (PM) | 0.2% | 0.24% | 19.48% | - |
 Northrop Grumman (NOC) | 0.16% | 0% | 11.54% | 5/29/2026 |
 American Tower (AMT) | 0.15% | 0% | 14.55% | 9/29/2025 |
 Waste Management (WM) | 0.15% | 0% | 17.47% | 5/29/2026 |
 ConocoPhillips (COP) | 0.13% | 0.25% | 12.88% | - |
 ICE (ICE) | 0.13% | 0% | 12.37% | 11/25/2025 |
 Synopsys (SNPS) | 0.12% | 0% | 11.71% | 6/26/2026 |
 Arthur J. Gallagher (AJG) | 0.12% | 0% | 6.69% | 4/24/2025 |
 Cadence (CDNS) | 0.12% | 0.22% | 10.45% | - |
 Invesco QQQ (QQQ) | 0.11% | 0% | 7.61% | 8/29/2025 |
 Zoetis (ZTS) | 0.1% | 0% | 8.03% | 2/28/2024 |
 Motorola (MSI) | 0.1% | 0% | 4.35% | 10/16/2024 |
 Bank of America (BAC) | 0.09% | 0% | 3.6% | 5/28/2026 |
 Cisco (CSCO) | 0.08% | 0.24% | 6.61% | - |
 Oracle (ORCL) | 0.08% | 0% | 6.69% | 5/29/2026 |
 Home Depot (HD) | 0.08% | 0% | 5.02% | 5/29/2026 |
 Newmont (NEM) | 0.08% | 0.21% | 14.55% | - |
 Amphenol (APH) | 0.08% | 0.26% | 11.71% | - |
 Chevron (CVX.US) | 0.08% | 0.24% | 4.43% | - |
 Adobe (ADBE) | 0.08% | 0% | 2.76% | 7/31/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.07% | 0% | 5.18% | 1/25/2024 |
 Prologis (PLD) | 0.07% | 0% | 7.11% | 3/27/2025 |
 Pfizer (PFE) | 0.06% | 0% | 2.76% | 7/31/2023 |
 Mondelez (MDLZ) | 0.06% | 0% | 4.6% | 12/28/2023 |
 Eaton (ETN) | 0.06% | 0% | 4.6% | 12/28/2023 |
 Cintas (CTAS) | 0.05% | 0% | 4.68% | 7/28/2025 |
 Intuitive Surgical (ISRG) | 0.05% | 0% | 6.94% | 6/26/2026 |
 Applied Materials (AMAT) | 0.05% | 0.39% | 5.6% | - |
 Micron (MU) | 0.04% | 0% | 7.61% | 4/29/2026 |
 Morgan Stanley (MS) | 0.04% | 0.21% | 4.35% | - |
 AppLovin (APP) | 0.03% | 0% | 2.59% | 11/25/2025 |
 Goldman Sachs (GS) | 0.03% | 0% | 2.76% | 7/31/2023 |
 Caterpillar (CAT) | 0.03% | 0% | 4.1% | 6/26/2026 |
 Alphabet (GOOGL) | 0.03% | 0% | 2.76% | 7/31/2023 |
 Gilead Sciences (GILD) | 0.03% | 0% | 2.76% | 6/28/2023 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 2.76% | 7/31/2023 |
 Transdigm (TDG) | 0.03% | 0% | 2.34% | 7/28/2025 |
 Nike (NKE) | 0.03% | 0% | 2.76% | 7/31/2023 |
 Intel (INTC) | 0.02% | 0% | 2.76% | 7/31/2023 |
 Aon (AON) | 0.02% | 0% | 2.34% | 4/24/2025 |
 Altria (MO) | 0.02% | 0% | 4.01% | 5/29/2026 |
 Quanta Services (PWR) | 0.02% | 0.22% | 5.77% | - |
 Equinix (EQIX) | 0.02% | 0.23% | 6.02% | - |
 Parker-Hannifin (PH) | 0.02% | 0.22% | 6.1% | - |
 Corning (GLW) | 0.01% | 0.37% | 3.93% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 0.01% | 0% | 0.59% | 8/11/2023 |
 Fortinet (FTNT) | 0.01% | 0.31% | 3.85% | - |
 ExxonMobil (XOM) | 0.01% | 0% | 2.17% | 6/26/2026 |
 Seagate (STX.US) | 0.01% | 0.23% | 3.85% | - |
 Texas Instruments (TXN) | 0.01% | 0.2% | 3.68% | - |
 Howmet Aerospace (HWM) | 0.01% | 0.25% | 3.93% | - |
 S&P Global (SPGI) | 0.01% | 0% | 2.17% | 5/29/2026 |
 Marvell (MRVL) | 0% | 0.18% | 1.67% | - |
 Raytheon (RTX) | 0% | 0.22% | 1.67% | - |
 Amgen (AMGN) | 0% | 0.21% | 1.67% | - |
 Analog Devices (ADI.US) | 0% | 0.2% | 1.59% | - |
 Cummins (CMI) | 0% | 0.19% | 1.67% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 37.38% | 35.18% |
| State Street SPDR S&P 500 ETF (SPY) | 6.97% | 6.71% |
| iShares Core 1-5 Year USD Bond ETF (ISTB) | 4.23% | 4.02% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 4.06% | 3.91% |
| SPDR Gold (GLD) | 1.64% | 2.48% |
| Microsoft (MSFT) | 2.01% | 2.36% |
| Eli Lilly (LLY) | 1.6% | 2.07% |
| Walmart (WMT) | 1.79% | 1.82% |
| NVIDIA (NVDA) | 0.92% | 1.52% |
| Alphabet (GOOG) | 0.82% | 1.49% |
| Broadcom (AVGO) | 0.59% | 1.01% |
| AbbVie (ABBV) | 0.82% | 0.92% |
| Costco (COST) | 0.96% | 0.89% |
| Procter & Gamble (PG) | 0.88% | 0.82% |
| UnitedHealth (UNH) | 0.75% | 0.81% |
| McDonald's (MCD) | 0.78% | 0.76% |
| Arista (ANET) | 0.52% | 0.73% |
| T-Mobile (TMUS) | 0.77% | 0.73% |
| KLA (KLAC) | 0.47% | 0.72% |
| Newmont (NEM) | 0.65% | 0.7% |
| Merck (MRK) | 0.73% | 0.69% |
| AMD (AMD) | 0.41% | 0.68% |
| TJX (TJX) | 0.58% | 0.68% |
| ServiceNow (NOW) | 0.71% | 0.66% |
| Vertex (VRTX) | 0.62% | 0.66% |
| NextEra (NEE) | 0.63% | 0.66% |
| Chubb (CB) | 0.6% | 0.65% |
| Progressive (PGR) | 0.68% | 0.64% |
| Boston Scientific (BSX.US) | 0.63% | 0.63% |
| CME Group (CME) | 0.59% | 0.61% |
| Lockheed Martin (LMT) | 0.62% | 0.61% |
| Waste Management (WM) | 0.65% | 0.6% |
| Southern Co (SO) | 0.64% | 0.6% |
| Duke Energy (DUK) | 0.65% | 0.6% |
| Visa (V) | 0.61% | 0.59% |
| Cadence (CDNS) | 0.64% | 0.58% |
| Deere (DE) | 0.56% | 0.58% |
| McKesson (MCK) | 0.59% | 0.57% |
| ADP (ADP) | 0.54% | 0.5% |
| Charles Schwab (SCHW) | 0.43% | 0.44% |
| Mastercard (MA) | 0.24% | 0.24% |
Cash & Instruments Over Time
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