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Portfolio Diversification
Range
Most Diversified
12 instruments
January 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
ITOT99.81%
IXUS99.81%
VT.US99.81%
VTI99.81%
VXUS99.81%
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 Total Stock Market ETF (VTI) | 10.52% | 11.09% | 99.81% | - |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 10.44% | 11.41% | 99.81% | - |
 iShares Core S&P US Value (IUSV) | 10.41% | 10.86% | 98.1% | - |
| Vanguard Total World Stock ETF (VT.US) | 10.34% | 11.59% | 99.81% | - |
| Vanguard Total International Stock ETF (VXUS) | 10.05% | 10.73% | 99.81% | - |
 Vanguard Small-Cap Value ETF (VBR) | 9.93% | 10.84% | 98.1% | - |
| iShares Core MSCI Total International Stock ETF (IXUS) | 9.79% | 10.87% | 99.81% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 9.66% | 11.15% | 98.1% | - |
 Vanguard FTSE Emerging Markets (VWO) | 9.04% | 10.16% | 98.1% | - |
 Vanguard Total Bond Market ETF (BND) | 7.32% | 0% | 79.54% | 9/19/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.32% | 0% | 3.1% | 3/15/2022 |
 State Street SPDR S&P 500 ETF (SPY) | 0.12% | 0% | 1.96% | 1/31/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.12% | 0% | 2.03% | 2/1/2022 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total World Stock ETF (VT.US) | 10.93% | 11.58% |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 10.09% | 11.48% |
| iShares Core S&P US Value (IUSV) | 10.93% | 11.3% |
| Vanguard Total Stock Market ETF (VTI) | 10.09% | 11.18% |
| Vanguard Small-Cap Value ETF (VBR) | 11.77% | 10.95% |
| Vanguard FTSE Developed Market ETF (VEA) | 10.93% | 10.86% |
| iShares Core MSCI Total International Stock ETF (IXUS) | 10.93% | 10.64% |
| Vanguard Total International Stock ETF (VXUS) | 10.93% | 10.53% |
| Vanguard FTSE Emerging Markets (VWO) | 11.77% | 10.21% |
Cash & Instruments Over Time
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