Portfolio Diversification
Range
Most Diversified
21 instruments
July 16, 2025
Least Diversified
0 instruments
February 19, 2024
Average
13.5 instruments
Most Consistent Holdings
Top 5
SPYG99.7%
VOO98.19%
NVDA97.59%
MSFT97.29%
CAT97.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 46.03% | 37.27% | 99.7% | - |
| Vanguard S&P 500 ETF (VOO) | 26.96% | 22.54% | 98.19% | - |
| NVIDIA (NVDA) | 2.83% | 5.6% | 97.59% | - |
| Microsoft (MSFT) | 2.66% | 2.34% | 97.29% | - |
| Caterpillar (CAT) | 2.64% | 1.58% | 97.29% | - |
 Vanguard Total Bond Market ETF (BND) | 2.47% | 3.68% | 72.7% | - |
 TSMC (TSM) | 2.35% | 3.77% | 85.22% | - |
 American Express (AXP) | 1.82% | 0% | 55.51% | 8/6/2025 |
 SPDR Gold MiniShares Trust (GLDM) | 1.77% | 5.99% | 36.8% | - |
 Bank of America (BAC) | 1.36% | 1.07% | 75.26% | - |
 Invesco QQQ (QQQ) | 1.11% | 6.06% | 21.57% | - |
 Berkshire Hathaway (BRK.B) | 0.87% | 0% | 27.45% | 11/13/2025 |
 Tesla (TSLA) | 0.74% | 0% | 28.36% | 3/11/2025 |
 McDonald's (MCD) | 0.68% | 0% | 36.8% | 4/4/2025 |
 Alphabet (GOOG) | 0.66% | 2.69% | 42.08% | - |
 JPMorgan (JPM) | 0.62% | 1.83% | 36.8% | - |
 Novo-Nordisk (NVO) | 0.61% | 1.28% | 36.8% | - |
 Vanguard Real Estate ETF (VNQ) | 0.57% | 0% | 24.43% | 11/25/2025 |
 Nu (NU) | 0.51% | 0% | 55.96% | 8/26/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.49% | 0% | 26.24% | 2/25/2025 |
 Apple (AAPL) | 0.49% | 2.24% | 36.8% | - |
 ExxonMobil (XOM) | 0.48% | 0% | 18.25% | 12/2/2024 |
 Johnson & Johnson (JNJ) | 0.31% | 0% | 31.07% | 2/25/2025 |
 ASML (ASML) | 0.15% | 1.14% | 23.08% | - |
 CVR Energy (CVI.US) | 0.15% | 0% | 42.99% | 5/15/2025 |
 PDD Holdings (PDD) | 0.07% | 0% | 9.65% | 7/22/2025 |
 Meta (META) | 0.06% | 0.91% | 6.33% | - |
 Eli Lilly (LLY) | 0.04% | 0% | 5.73% | 7/24/2025 |
 iShares Core Aggressive Allocation ETF (AOA) | 0.01% | 0% | 20.06% | 11/17/2025 |
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) | 39.67% | 40.51% |
| Vanguard S&P 500 ETF (VOO) | 37.76% | 36.32% |
| American Express (AXP) | 3.19% | 3.52% |
| Tesla (TSLA) | 1.59% | 2.75% |
| Bank of America (BAC) | 2.83% | 2.68% |
| Vanguard Total Bond Market ETF (BND) | 2.79% | 2.49% |
| NVIDIA (NVDA) | 1.82% | 2.19% |
| TSMC (TSM) | 1.6% | 1.83% |
| Caterpillar (CAT) | 1.59% | 1.57% |
| McDonald's (MCD) | 1.59% | 1.52% |
| Microsoft (MSFT) | 1.59% | 1.52% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.59% | 1.42% |
| Nu (NU) | 1.2% | 0.79% |
| Johnson & Johnson (JNJ) | 0.8% | 0.65% |
| CVR Energy (CVI.US) | 0.37% | 0.24% |