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Portfolio Diversification
Range
Most Diversified
8 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
8 instruments
Most Consistent Holdings
Top 5
SCHD99.87%
VOOG99.87%
VOO99.87%
VONG99.87%
TAN99.8%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 22.62% | 27.12% | 99.87% | - |
| Vanguard S&P 500 Growth ETF (VOOG) | 20.38% | 23.79% | 99.87% | - |
| Vanguard Russell 1000 Growth ETF (VONG) | 16.41% | 15.76% | 99.87% | - |
| Schwab US Dividend Equity ETF (SCHD) | 13.84% | 12.65% | 99.87% | - |
 Vanguard Total Stock Market ETF (VTI) | 12.96% | 10.72% | 99.8% | - |
 Vanguard Total International Stock ETF (VXUS) | 8.44% | 6.81% | 99.8% | - |
 Vanguard FTSE Emerging Markets (VWO) | 3.28% | 2.48% | 99.8% | - |
| Invesco Solar ETF (TAN) | 1.17% | 0.68% | 99.8% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 27.53% | 27.37% |
| Vanguard S&P 500 Growth ETF (VOOG) | 22% | 24.83% |
| Vanguard Russell 1000 Growth ETF (VONG) | 13.79% | 16.57% |
| Schwab US Dividend Equity ETF (SCHD) | 13.97% | 11.03% |
| Vanguard Total Stock Market ETF (VTI) | 9.99% | 10.77% |
| Vanguard Total International Stock ETF (VXUS) | 7.91% | 6.43% |
| Vanguard FTSE Emerging Markets (VWO) | 3.45% | 2.4% |
| Invesco Solar ETF (TAN) | 1.37% | 0.59% |
Cash & Instruments Over Time
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