Loading...
Portfolio Diversification
Range
Most Diversified
26 instruments
December 2, 2025
Least Diversified
0 instruments
November 14, 2025
Average
21 instruments
Most Consistent Holdings
Top 5
ETH99.83%
TNYA82.85%
APP73.24%
BRK.B68.44%
SCHG66.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Ethereum (ETH) | 7.98% | 5.18% | 99.83% | - |
 Alphabet (GOOG) | 7.27% | 0% | 53.17% | 11/17/2025 |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 5.28% | 5.16% | 66.55% | - |
 NVIDIA (NVDA) | 5.06% | 0% | 55.92% | 6/23/2025 |
| AppLovin (APP) | 4.75% | 0% | 73.24% | 12/30/2025 |
 Bitcoin (BTC) | 4.54% | 7.97% | 55.75% | - |
| Berkshire Hathaway (BRK.B) | 3.91% | 9.66% | 68.44% | - |
 Walmart (WMT) | 3.75% | 0% | 57.29% | 7/1/2025 |
 Starbucks (SBUX) | 3.28% | 9.63% | 48.71% | - |
 Meta (META) | 3.03% | 13.99% | 38.59% | - |
 Visa (V) | 3.02% | 0% | 39.45% | 12/30/2025 |
 Eli Lilly (LLY) | 2.73% | 0% | 35.68% | 2/25/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 2.72% | 4.59% | 33.79% | - |
 Waste Management (WM) | 2.33% | 0% | 54.2% | 2/20/2026 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 2% | 0% | 23.5% | 12/16/2024 |
 SoundHound (SOUN) | 1.94% | 0% | 51.46% | 9/8/2025 |
 Innodata (INOD) | 1.85% | 0% | 36.36% | 12/3/2025 |
 AMD (AMD) | 1.65% | 0% | 31.22% | 1/20/2026 |
 Applied Digital (APLD) | 1.65% | 6.21% | 42.37% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 1.53% | 0% | 21.1% | 6/27/2025 |
 SPDR Gold MiniShares Trust (GLDM) | 1.5% | 0% | 17.84% | 1/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.39% | 0% | 16.81% | 1/6/2025 |
 Royalty Pharma (RPRX) | 1.37% | 0% | 33.96% | 5/8/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.33% | 4.47% | 18.01% | - |
 Energy Transfer (ET) | 1.33% | 3.53% | 49.23% | - |
 NuScale Power (SMR) | 1.23% | 0% | 33.1% | 5/27/2025 |
 Amazon (AMZN) | 1.2% | 5.38% | 25.21% | - |
| Tenaya Therapeutics (TNYA) | 1.08% | 0.49% | 82.85% | - |
 Gevo (GEVO) | 1.07% | 0% | 41.34% | 8/25/2025 |
 Rocket Lab (RKLB) | 0.9% | 0% | 34.31% | 6/3/2025 |
 Rigetti (RGTI) | 0.81% | 0% | 8.4% | 1/13/2025 |
 Coupang (CPNG) | 0.75% | 2.59% | 33.1% | - |
 TD (TD) | 0.73% | 3.49% | 38.94% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.72% | 0% | 10.81% | 11/21/2024 |
 Broadcom (AVGO) | 0.68% | 5.48% | 12.86% | - |
 e.l.f. (ELF) | 0.65% | 0% | 47% | 5/29/2025 |
 Affirm (AFRM) | 0.64% | 0% | 28.13% | 8/25/2025 |
 Figma Inc (FIG) | 0.61% | 2.23% | 26.59% | - |
 Sea (SE) | 0.59% | 3.2% | 17.67% | - |
 Veren (VRN) | 0.48% | 0% | 12.35% | 4/3/2025 |
 Crowdstrike (CRWD) | 0.46% | 0% | 9.95% | 12/2/2024 |
 Procter & Gamble (PG) | 0.44% | 0% | 13.38% | 10/18/2024 |
 iShares MSCI India ETF (INDA) | 0.43% | 0% | 13.38% | 12/18/2024 |
 iShares Global Healthcare ETF (IXJ) | 0.43% | 0% | 9.95% | 12/19/2024 |
 Bigbear.Ai (BBAI) | 0.41% | 1.69% | 35.33% | - |
 Chipotle (CMG) | 0.41% | 0% | 16.81% | 11/12/2024 |
 JFrog (FROG) | 0.38% | 0% | 18.52% | 6/6/2025 |
 Oracle (ORCL) | 0.38% | 0.9% | 39.11% | - |
 Bank of America (BAC) | 0.37% | 0% | 9.95% | 9/27/2024 |
 Uber (UBER) | 0.36% | 0% | 9.78% | 3/4/2025 |
 Talkspace (TALK.US) | 0.35% | 0% | 13.72% | 4/25/2025 |
 Microsoft (MSFT) | 0.32% | 0% | 5.66% | 8/29/2025 |
 D-Wave (QBTS) | 0.32% | 0% | 7.89% | 1/10/2025 |
 First Trust Rba American Ind (AIRR) | 0.31% | 0% | 8.58% | 2/4/2025 |
 SoFi (SOFI) | 0.31% | 0% | 14.07% | 12/22/2025 |
 Klarna Group plc (KLAR) | 0.3% | 0.92% | 22.13% | - |
 PayPal (PYPL) | 0.28% | 0% | 6.35% | 9/6/2024 |
 UEC (UEC) | 0.27% | 0% | 4.63% | 11/18/2024 |
 Main Street Capital (MAIN) | 0.24% | 0% | 31.39% | 2/20/2026 |
 XRP (XRP) | 0.23% | 1.04% | 21.27% | - |
 American Bitcoin Corp (ABTC) | 0.2% | 1.18% | 18.52% | - |
 Vanguard Growth ETF (VUG) | 0.2% | 0% | 3.6% | 10/7/2024 |
 iShares Semiconductor ETF (SOXX) | 0.18% | 0% | 3.77% | 10/3/2024 |
 MercadoLibre (MELI) | 0.17% | 0% | 5.49% | 12/6/2024 |
 KKR (KKR) | 0.17% | 0% | 8.06% | 9/16/2024 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.17% | 0% | 2.74% | 6/12/2025 |
 Alphabet (GOOGL) | 0.16% | 1.02% | 16.12% | - |
 S&P Global (SPGI) | 0.16% | 0% | 12.69% | 11/13/2025 |
 Palantir (PLTR) | 0.15% | 0% | 8.75% | 8/20/2025 |
 Ionq (IONQ) | 0.12% | 0% | 8.4% | 1/8/2025 |
 Dutch Bros (BROS) | 0.11% | 0% | 9.78% | 6/18/2025 |
 Estee Lauder (EL) | 0.1% | 0% | 7.2% | 9/26/2024 |
 MicroStrategy (MSTR) | 0.09% | 0% | 3.77% | 11/12/2024 |
 Realty Income (O) | 0.09% | 0% | 10.29% | 11/21/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.08% | 0% | 3.09% | 7/8/2025 |
 Cisco (CSCO) | 0.08% | 0% | 6.35% | 9/11/2025 |
 UnitedHealth (UNH) | 0.07% | 0% | 4.63% | 10/28/2025 |
 Joby Aviation (JOBY) | 0.07% | 0% | 6% | 1/22/2025 |
 Reddit Inc (RDDT) | 0.06% | 0% | 4.63% | 5/7/2025 |
 Coca-Cola (KO) | 0.05% | 0% | 5.66% | 9/2/2025 |
 AbbVie (ABBV) | 0.05% | 0% | 3.95% | 12/30/2025 |
 SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | 0.05% | 0% | 0.86% | 9/30/2024 |
 Chevron (CVX) | 0.04% | 0% | 5.66% | 1/20/2026 |
 Kratos (KTOS) | 0.04% | 0% | 5.15% | 9/12/2025 |
 JD.com (JD.US) | 0.04% | 0% | 0.69% | 10/22/2024 |
 Alibaba (BABA) | 0.04% | 0% | 4.12% | 9/4/2025 |
 Datadog (DDOG) | 0.04% | 0% | 3.6% | 3/6/2025 |
 Citi (C) | 0.04% | 0% | 2.4% | 1/28/2025 |
 Home Depot (HD) | 0.03% | 0% | 0.69% | 10/21/2024 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.03% | 0% | 3.26% | 9/17/2025 |
 Snowflake (SNOW) | 0.03% | 0% | 2.4% | 2/27/2025 |
 CNR (CNI) | 0.03% | 0% | 4.8% | 10/15/2025 |
 Dollar General (DG.US) | 0.03% | 0% | 4.63% | 10/15/2025 |
 SPDR S&P Homebuilders ETF (XHB) | 0.03% | 0% | 0.69% | 9/27/2024 |
 JPMorgan BetaBuilders Japan ETF (BBJP) | 0.03% | 0% | 3.6% | 9/8/2025 |
 CAVA (CAVA) | 0.02% | 0% | 1.72% | 11/25/2024 |
 Casey's (CASY) | 0.02% | 0% | 1.89% | 9/9/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.02% | 0% | 1.37% | 9/19/2025 |
 Shopify (SHOP) | 0.02% | 0% | 1.89% | 12/17/2024 |
 Graniteshares Gold Trust (BAR) | 0.02% | 0% | 1.37% | 3/26/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.01% | 0% | 0.34% | 9/25/2024 |
 Thermo Fisher (TMO) | 0.01% | 0% | 0.69% | 11/1/2024 |
 Hims & Hers (HIMS) | 0.01% | 0% | 1.03% | 12/16/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.01% | 0% | 0.17% | 1/21/2026 |
 Rumble (RUM) | 0.01% | 0% | 0.86% | 1/21/2025 |
 GoDaddy (GDDY) | 0% | 0% | 0.86% | 5/7/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0% | 0% | 0.17% | 6/24/2025 |
 Prologis (PLD) | 0% | 0% | 0.86% | 8/25/2025 |
 Boeing (BA) | 0% | 0% | 0.17% | 8/2/2024 |
 Merck (MRK) | 0% | 0% | 0.51% | 9/5/2025 |
 iShares Core S&P 500 ETF (IVV) | 0% | 0% | 0.17% | 8/29/2024 |
 JPMorgan (JPM) | 0% | 0% | 0.69% | 6/16/2025 |
 Schwab US Large-Cap ETF (SCHX) | 0% | 0% | 0.17% | 9/24/2024 |
 AT&T (T) | 0% | 0% | 0.34% | 6/4/2025 |
 Vertiv (VRT) | 0% | 0% | 0.17% | 2/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 12.61% | 14.1% |
| Bitcoin (BTC) | 9.85% | 9.71% |
| Starbucks (SBUX) | 8.3% | 8.07% |
| Ethereum (ETH) | 6.46% | 7.6% |
| Berkshire Hathaway (BRK.B) | 6.07% | 6.4% |
| Applied Digital (APLD) | 4.75% | 5.97% |
| Broadcom (AVGO) | 5.35% | 5.65% |
| Waste Management (WM) | 5.49% | 5.59% |
| Amazon (AMZN) | 4.59% | 4.88% |
| AMD (AMD) | 4.02% | 3.97% |
| Sea (SE) | 3.92% | 3.83% |
| Coupang (CPNG) | 3.85% | 3.15% |
| Energy Transfer (ET) | 3.08% | 3.06% |
| Figma Inc (FIG) | 3.98% | 2.82% |
| Alphabet (GOOGL) | 2.56% | 2.61% |
| TD (TD) | 1.87% | 2.27% |
| Bigbear.Ai (BBAI) | 2.08% | 2.12% |
| Klarna Group plc (KLAR) | 2.24% | 1.79% |
| iShares Core Dividend Growth ETF (DGRO) | 1.63% | 1.69% |
| XRP (XRP) | 1.53% | 1.3% |
| American Bitcoin Corp (ABTC) | 2.36% | 1.21% |
| Oracle (ORCL) | 1.16% | 1.13% |
| Main Street Capital (MAIN) | 0.73% | 0.68% |
| Tenaya Therapeutics (TNYA) | 1.51% | 0.38% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.