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Portfolio Diversification
Range
Most Diversified
27 instruments
April 7, 2026
Least Diversified
0 instruments
November 14, 2025
Average
21.2 instruments
Most Consistent Holdings
Top 5
ETH99.52%
TNYA83.78%
BRK.B70.43%
SCHG68.68%
APP67.89%
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) | 7.78% | 3.16% | 99.52% | - |
 Alphabet (GOOG) | 6.74% | 0% | 49.28% | 11/17/2025 |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 5.39% | 5.91% | 68.68% | - |
 Bitcoin (BTC) | 4.78% | 6.13% | 58.66% | - |
 NVIDIA (NVDA) | 4.69% | 0% | 51.83% | 6/23/2025 |
| AppLovin (APP) | 4.4% | 0% | 67.89% | 12/30/2025 |
| Berkshire Hathaway (BRK.B) | 4.28% | 3.76% | 70.43% | - |
 Walmart (WMT) | 3.48% | 0% | 53.1% | 7/1/2025 |
 Starbucks (SBUX) | 3.43% | 0% | 49.76% | 4/6/2026 |
 Meta (META) | 3.29% | 5.64% | 42.77% | - |
 iShares Core Dividend Growth ETF (DGRO) | 3.04% | 6.18% | 38.31% | - |
 Visa (V) | 2.79% | 0% | 36.57% | 12/30/2025 |
 Eli Lilly (LLY) | 2.53% | 0% | 33.07% | 2/25/2025 |
 Waste Management (WM) | 2.16% | 0% | 50.24% | 2/20/2026 |
 Applied Digital (APLD) | 1.98% | 3.13% | 46.26% | - |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.85% | 0% | 21.78% | 12/16/2024 |
 SoundHound (SOUN) | 1.8% | 0% | 47.69% | 9/8/2025 |
 Innodata (INOD) | 1.71% | 0% | 33.7% | 12/3/2025 |
 Amazon (AMZN) | 1.59% | 1.98% | 30.37% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.58% | 2.4% | 23.69% | - |
 AMD (AMD) | 1.53% | 0% | 28.93% | 1/20/2026 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 1.42% | 0% | 19.55% | 6/27/2025 |
 SPDR Gold MiniShares Trust (GLDM) | 1.39% | 0% | 16.53% | 1/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.38% | 1.82% | 20.03% | - |
 Energy Transfer (ET) | 1.37% | 0% | 49.6% | 4/1/2026 |
 Royalty Pharma (RPRX) | 1.27% | 0% | 31.48% | 5/8/2025 |
 NuScale Power (SMR) | 1.14% | 0% | 30.68% | 5/27/2025 |
 Broadcom (AVGO) | 1.06% | 7.6% | 18.92% | - |
| Tenaya Therapeutics (TNYA) | 1.03% | 0.18% | 83.78% | - |
 Gevo (GEVO) | 0.99% | 0% | 38.31% | 8/25/2025 |
 TD (TD) | 0.93% | 1.46% | 43.08% | - |
 Coupang (CPNG) | 0.88% | 1.14% | 37.68% | - |
 Rocket Lab (RKLB) | 0.84% | 0% | 31.8% | 6/3/2025 |
 Rigetti (RGTI) | 0.75% | 0% | 7.79% | 1/13/2025 |
 Sea (SE) | 0.74% | 0.23% | 23.37% | - |
 Figma Inc (FIG) | 0.7% | 1.13% | 31.64% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.67% | 0% | 10.02% | 11/21/2024 |
 e.l.f. (ELF) | 0.6% | 0% | 43.56% | 5/29/2025 |
 Affirm (AFRM) | 0.59% | 0% | 26.07% | 8/25/2025 |
 Bigbear.Ai (BBAI) | 0.48% | 0% | 39.59% | 4/21/2026 |
 Crowdstrike (CRWD) | 0.46% | 1.56% | 11.61% | - |
 Veren (VRN) | 0.45% | 0% | 11.45% | 4/3/2025 |
 Oracle (ORCL) | 0.41% | 0.34% | 43.24% | - |
 Procter & Gamble (PG) | 0.41% | 0% | 12.4% | 10/18/2024 |
 iShares MSCI India ETF (INDA) | 0.4% | 0% | 12.4% | 12/18/2024 |
 iShares Global Healthcare ETF (IXJ) | 0.4% | 0% | 9.22% | 12/19/2024 |
 Chipotle (CMG) | 0.38% | 0% | 15.58% | 11/12/2024 |
 JFrog (FROG) | 0.35% | 0% | 17.17% | 6/6/2025 |
 Klarna Group plc (KLAR) | 0.34% | 0.66% | 27.5% | - |
 Bank of America (BAC) | 0.34% | 0% | 9.22% | 9/27/2024 |
 Uber (UBER) | 0.33% | 0% | 9.06% | 3/4/2025 |
 Talkspace (TALK.US) | 0.33% | 0% | 12.72% | 4/25/2025 |
 Microsoft (MSFT) | 0.3% | 0% | 5.25% | 8/29/2025 |
 D-Wave (QBTS) | 0.3% | 0% | 7.31% | 1/10/2025 |
 First Trust Rba American Ind (AIRR) | 0.29% | 0% | 7.95% | 2/4/2025 |
 XRP (XRP) | 0.29% | 0.94% | 26.71% | - |
 SoFi (SOFI) | 0.29% | 0% | 13.04% | 12/22/2025 |
 PayPal (PYPL) | 0.26% | 0% | 5.88% | 9/6/2024 |
 American Bitcoin Corp (ABTC) | 0.26% | 0.81% | 24.17% | - |
 UEC (UEC) | 0.25% | 0% | 4.29% | 11/18/2024 |
 Alphabet (GOOGL) | 0.25% | 0% | 21.78% | 4/21/2026 |
 Main Street Capital (MAIN) | 0.22% | 0% | 29.09% | 2/20/2026 |
 MercadoLibre (MELI) | 0.21% | 1.63% | 8.11% | - |
 Vanguard Growth ETF (VUG) | 0.18% | 0% | 3.34% | 10/7/2024 |
 iShares Semiconductor ETF (SOXX) | 0.17% | 0% | 3.5% | 10/3/2024 |
 KKR (KKR) | 0.16% | 0% | 7.47% | 9/16/2024 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.16% | 0% | 2.54% | 6/12/2025 |
 S&P Global (SPGI) | 0.15% | 0% | 11.76% | 11/13/2025 |
 Palantir (PLTR) | 0.14% | 0% | 8.11% | 8/20/2025 |
 Ionq (IONQ) | 0.11% | 0% | 7.79% | 1/8/2025 |
 Dutch Bros (BROS) | 0.1% | 0% | 9.06% | 6/18/2025 |
 Estee Lauder (EL) | 0.1% | 0% | 6.68% | 9/26/2024 |
 UnitedHealth (UNH) | 0.09% | 0% | 6.52% | 4/21/2026 |
 MicroStrategy (MSTR) | 0.08% | 0% | 3.5% | 11/12/2024 |
 Realty Income (O) | 0.08% | 0% | 9.54% | 11/21/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.07% | 0% | 2.86% | 7/8/2025 |
 Cisco (CSCO) | 0.07% | 0% | 5.88% | 9/11/2025 |
 Joby Aviation (JOBY) | 0.06% | 0% | 5.56% | 1/22/2025 |
 Reddit Inc (RDDT) | 0.06% | 0% | 4.29% | 5/7/2025 |
 Global X Copper Miners Etf (COPX) | 0.05% | 0% | 2.86% | 4/21/2026 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.05% | 1.3% | 3.82% | - |
 Coca-Cola (KO) | 0.05% | 0% | 5.25% | 9/2/2025 |
 AbbVie (ABBV) | 0.05% | 0% | 3.66% | 12/30/2025 |
 SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | 0.04% | 0% | 0.79% | 9/30/2024 |
 Chevron (CVX) | 0.04% | 0% | 5.25% | 1/20/2026 |
 Kratos (KTOS) | 0.04% | 0% | 4.77% | 9/12/2025 |
 JD.com (JD.US) | 0.04% | 0% | 0.64% | 10/22/2024 |
 Alibaba (BABA) | 0.04% | 0% | 3.82% | 9/4/2025 |
 Datadog (DDOG) | 0.03% | 0% | 3.34% | 3/6/2025 |
 Citi (C) | 0.03% | 0% | 2.23% | 1/28/2025 |
 Home Depot (HD) | 0.03% | 0% | 0.64% | 10/21/2024 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.03% | 0% | 3.02% | 9/17/2025 |
 Snowflake (SNOW) | 0.03% | 0% | 2.23% | 2/27/2025 |
 CNR (CNI) | 0.03% | 0% | 4.45% | 10/15/2025 |
 Dollar General (DG.US) | 0.03% | 0% | 4.29% | 10/15/2025 |
 SPDR S&P Homebuilders ETF (XHB) | 0.03% | 0% | 0.64% | 9/27/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 0.64% | 3/23/2026 |
 JPMorgan BetaBuilders Japan ETF (BBJP) | 0.03% | 0% | 3.34% | 9/8/2025 |
 CAVA (CAVA) | 0.02% | 0% | 1.59% | 11/25/2024 |
 Casey's (CASY) | 0.02% | 0% | 1.75% | 9/9/2024 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.02% | 0% | 1.27% | 9/19/2025 |
 Shopify (SHOP) | 0.02% | 0% | 1.75% | 12/17/2024 |
 Graniteshares Gold Trust (BAR) | 0.02% | 0% | 1.27% | 3/26/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.01% | 0% | 0.32% | 9/25/2024 |
 Thermo Fisher (TMO) | 0.01% | 0% | 0.64% | 11/1/2024 |
 Hims & Hers (HIMS) | 0.01% | 0% | 0.95% | 12/16/2024 |
 Rumble (RUM) | 0.01% | 0% | 0.79% | 1/21/2025 |
 GoDaddy (GDDY) | 0% | 0% | 0.79% | 5/7/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0% | 0% | 0.16% | 6/24/2025 |
 Prologis (PLD) | 0% | 0% | 0.79% | 8/25/2025 |
 Boeing (BA) | 0% | 0% | 0.16% | 8/2/2024 |
 Merck (MRK) | 0% | 0% | 0.48% | 9/5/2025 |
 iShares Core S&P 500 ETF (IVV) | 0% | 0% | 0.16% | 8/29/2024 |
 JPMorgan (JPM) | 0% | 0% | 0.64% | 6/16/2025 |
 Schwab US Large-Cap ETF (SCHX) | 0% | 0% | 0.16% | 9/24/2024 |
 AT&T (T) | 0% | 0% | 0.32% | 6/4/2025 |
 Vertiv (VRT) | 0% | 0% | 0.16% | 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
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