Portfolio Diversification
Range
Most Diversified
65 instruments
August 26, 2025
Least Diversified
0 instruments
February 15, 2023
Average
29.3 instruments
Most Consistent Holdings
Top 5
KO97.64%
JNJ90.77%
MCD90.77%
UNH90.47%
MMM89.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| UnitedHealth (UNH) | 7.82% | 1.99% | 90.47% | - |
| Coca-Cola (KO) | 6.12% | 1.68% | 97.64% | - |
 Microsoft (MSFT) | 5.36% | 1.45% | 80.55% | - |
 Goldman Sachs (GS) | 4.95% | 0% | 76.33% | 10/2/2025 |
| McDonald's (MCD) | 4.54% | 1.4% | 90.77% | - |
 Caterpillar (CAT) | 3.92% | 0% | 73.97% | 10/2/2025 |
 Home Depot (HD) | 3.75% | 1.6% | 78.59% | - |
 Visa (V) | 3.11% | 1.49% | 78% | - |
| Johnson & Johnson (JNJ) | 2.71% | 1.82% | 90.77% | - |
 American Express (AXP) | 2.6% | 2.23% | 79.86% | - |
| 3M (MMM) | 2.35% | 2.01% | 89.78% | - |
 Amgen (AMGN) | 2.32% | 1.98% | 66.11% | - |
 Alphabet (GOOG) | 2.27% | 2.9% | 82.02% | - |
 Honeywell (HON) | 2.27% | 1.15% | 71.81% | - |
 Apple (AAPL) | 2.12% | 1.68% | 70.63% | - |
 Mastercard (MA) | 1.96% | 1.64% | 50.1% | - |
 Salesforce (CRM) | 1.88% | 1.17% | 64.05% | - |
 JPMorgan (JPM) | 1.87% | 1.89% | 69.25% | - |
 Costco (COST) | 1.51% | 1.34% | 37.03% | - |
 Disney (DIS) | 1.4% | 0% | 34.09% | 9/23/2024 |
 Travelers (TRV) | 1.26% | 1.69% | 53.14% | - |
 Netflix (NFLX) | 1.26% | 0% | 28.88% | 10/2/2025 |
 BlackRock (BLK) | 1.24% | 0% | 22% | 7/21/2025 |
 Merck (MRK) | 1.09% | 1.5% | 66.01% | - |
 Cisco (CSCO) | 1.06% | 1.99% | 77.41% | - |
 Meta (META) | 0.97% | 2.02% | 35.07% | - |
 Chevron (CVX) | 0.95% | 1.35% | 54.91% | - |
 IBM (IBM) | 0.89% | 1.85% | 45.28% | - |
 Walmart (WMT) | 0.84% | 1.73% | 59.04% | - |
 Verizon (VZ) | 0.81% | 1.5% | 73.87% | - |
 Amazon (AMZN) | 0.81% | 1.72% | 46.66% | - |
 Eli Lilly (LLY) | 0.8% | 0% | 26.03% | 10/2/2025 |
 NVIDIA (NVDA) | 0.75% | 2.19% | 42.63% | - |
 Sherwin-Williams (SHW) | 0.74% | 1.5% | 38.61% | - |
 Walgreens (WBA) | 0.7% | 0% | 31.73% | 4/10/2024 |
 Procter & Gamble (PG) | 0.7% | 1.08% | 45.19% | - |
 ExxonMobil (XOM) | 0.62% | 1.4% | 42.63% | - |
 Realty Income (O) | 0.56% | 0% | 24.36% | 4/10/2024 |
 Tesla (TSLA) | 0.54% | 0% | 30.65% | 9/18/2025 |
 Dow (DOW) | 0.51% | 0% | 38.8% | 11/6/2024 |
 Texas Instruments (TXN) | 0.51% | 1.37% | 35.07% | - |
 Oracle (ORCL) | 0.46% | 0% | 30.55% | 10/2/2025 |
 Target (TGT) | 0.44% | 1.25% | 37.33% | - |
 Intel (INTC) | 0.41% | 0% | 39.19% | 9/23/2024 |
 Vistra (VST) | 0.39% | 0% | 28.88% | 10/2/2025 |
 Bitcoin (BTC) | 0.39% | 0% | 28.88% | 10/2/2025 |
 Nike (NKE) | 0.27% | 0% | 15.62% | 9/23/2024 |
 AbbVie (ABBV) | 0.26% | 1.7% | 18.76% | - |
 Vanguard S&P 500 ETF (VOO) | 0.25% | 3.78% | 13.36% | - |
 Roche (ROG.ZU) | 0.25% | 1.72% | 18.76% | - |
 Pfizer (PFE) | 0.24% | 1.56% | 18.76% | - |
 AMD (AMD) | 0.21% | 1.96% | 14.05% | - |
 Vanguard Growth ETF (VUG) | 0.21% | 3.71% | 12.28% | - |
 Philip Morris (PM) | 0.2% | 1.55% | 14.05% | - |
 Morgan Stanley (MS) | 0.2% | 1.86% | 14.05% | - |
 Broadcom (AVGO) | 0.19% | 2.34% | 14.05% | - |
 Abbott (ABT) | 0.18% | 1.69% | 14.05% | - |
 Bank of America (BAC) | 0.17% | 1.94% | 14.05% | - |
 Intuitive Surgical (ISRG) | 0.17% | 1.73% | 13.36% | - |
 Raytheon (RTX) | 0.17% | 1.54% | 13.36% | - |
 Wells Fargo (WFC) | 0.17% | 1.75% | 14.05% | - |
 Qualcomm (QCOM) | 0.17% | 1.58% | 13.36% | - |
 eToro Group LTD (ETOR) | 0.16% | 0% | 18.76% | 11/24/2025 |
 Uber (UBER) | 0.16% | 1.37% | 13.36% | - |
 Booking (BKNG) | 0.16% | 1.52% | 13.36% | - |
 Palantir (PLTR) | 0.15% | 0% | 12.08% | 11/17/2025 |
 T-Mobile (TMUS) | 0.15% | 1.26% | 14.05% | - |
 Charles Schwab (SCHW) | 0.15% | 1.69% | 13.36% | - |
 Boeing (BA) | 0.15% | 0% | 3.83% | 9/23/2024 |
 AT&T (T) | 0.15% | 1.74% | 13.36% | - |
 Enterprise Products (EPD) | 0.14% | 1.71% | 9.92% | - |
 Energy Transfer (ET) | 0.13% | 1.64% | 9.92% | - |
 American Tower (AMT) | 0.13% | 1.07% | 13.36% | - |
 Solventum (SOLV) | 0.01% | 0% | 1.38% | 4/16/2024 |
 ASML (ASML) | 0.01% | 0.5% | 1.28% | - |
 Seagate (STX.US) | 0.01% | 0.42% | 1.28% | - |
 Seagate Technology PLC (STX.RTH) | 0% | 0.84% | 0.29% | - |
 Exxon-Mobil (XOM.RTH) | 0% | 0.53% | 0.29% | - |
 ASML Holding NV (ASML.RTH) | 0% | 0.52% | 0.29% | - |
 McDonald's (MCD.RTH) | 0% | 0.47% | 0.29% | - |
 Merck (MRK.RTH) | 0% | 0.45% | 0.29% | - |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 1.77% | 11/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| BlackRock (BLK) | 9.82% | 10% |
| Costco (COST) | 8.9% | 8.49% |
| Netflix (NFLX) | 8.25% | 8.26% |
| Meta (META) | 5.62% | 5.43% |
| Goldman Sachs (GS) | 5.29% | 5.3% |
| Mastercard (MA) | 4.34% | 4.88% |
| UnitedHealth (UNH) | 4.65% | 4.69% |
| Microsoft (MSFT) | 3.76% | 3.91% |
| Tesla (TSLA) | 3.75% | 3.75% |
| Home Depot (HD) | 3.7% | 3.61% |
| Caterpillar (CAT) | 3.41% | 3.36% |
| Sherwin-Williams (SHW) | 3.39% | 3.15% |
| Salesforce (CRM) | 3.2% | 3.1% |
| McDonald's (MCD) | 2.62% | 2.69% |
| Amgen (AMGN) | 2.67% | 2.42% |
| Travelers (TRV) | 1.92% | 2.23% |
| Amazon (AMZN) | 2.05% | 2.03% |
| Texas Instruments (TXN) | 1.71% | 1.74% |
| Walmart (WMT) | 1.37% | 1.68% |
| Procter & Gamble (PG) | 1.52% | 1.55% |
| Oracle (ORCL) | 1.69% | 1.54% |
| Johnson & Johnson (JNJ) | 1.41% | 1.34% |
| Chevron (CVX) | 1.42% | 1.34% |
| Vistra (VST) | 1.29% | 1.28% |
| Bitcoin (BTC) | 1.34% | 1.26% |
| Target (TGT) | 1.4% | 1.25% |
| NVIDIA (NVDA) | 1.11% | 1.25% |
| Cisco (CSCO) | 0.99% | 1.1% |
| ExxonMobil (XOM) | 1.03% | 1% |
| Merck (MRK) | 1.13% | 0.92% |
| Verizon (VZ) | 0.73% | 0.74% |
| Coca-Cola (KO) | 0.56% | 0.58% |