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
SCHD99.91%
TAN99.91%
VOOG99.91%
VTI99.91%
VOO99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 21.02% | 0% | 99.91% | 2/1/2025 |
| Vanguard S&P 500 Growth ETF (VOOG) | 18.88% | 0% | 99.91% | 2/1/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 16.48% | 0% | 99.91% | 2/1/2025 |
| Schwab US Dividend Equity ETF (SCHD) | 14.54% | 0% | 99.91% | 2/1/2025 |
| Vanguard Total Stock Market ETF (VTI) | 13.82% | 0% | 99.91% | 2/1/2025 |
 Vanguard Total International Stock ETF (VXUS) | 9.2% | 0% | 99.91% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 3.61% | 0% | 99.91% | 2/1/2025 |
| Invesco Solar ETF (TAN) | 1.41% | 0% | 99.91% | 2/1/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 26.29% | 26.56% |
| Vanguard S&P 500 Growth ETF (VOOG) | 22.38% | 24.15% |
| Vanguard Russell 1000 Growth ETF (VONG) | 14.02% | 16.6% |
| Schwab US Dividend Equity ETF (SCHD) | 14.2% | 12.96% |
| Vanguard Total Stock Market ETF (VTI) | 10.16% | 10.99% |
| Vanguard Total International Stock ETF (VXUS) | 8.04% | 5.94% |
| Vanguard FTSE Emerging Markets (VWO) | 3.51% | 2.33% |
| Invesco Solar ETF (TAN) | 1.39% | 0.47% |