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Portfolio Diversification
Range
Most Diversified
13 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
8.4 instruments
Most Consistent Holdings
Top 5
MSFT99.79%
KO90.48%
SCHD90.48%
VTI90.48%
AAPL63.72%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 40.75% | 38.57% | 99.79% | - |
| Vanguard Total Stock Market ETF (VTI) | 13.85% | 23.13% | 90.48% | - |
| Schwab US Dividend Equity ETF (SCHD) | 12.28% | 16.76% | 90.48% | - |
| Coca-Cola (KO) | 5.62% | 3.78% | 90.48% | - |
 iShares Core Dividend Growth ETF (DGRO) | 5.37% | 0% | 26.76% | 2/16/2023 |
 Amazon (AMZN) | 3.74% | 5.62% | 63.72% | - |
 Waste Management (WM) | 3.24% | 4.25% | 63.72% | - |
| Apple (AAPL) | 3.2% | 4.53% | 63.72% | - |
 Accenture (ACN) | 2.71% | 2.79% | 63.72% | - |
 Realty Income (O) | 2.52% | 0% | 26.76% | 2/16/2023 |
 Wells Fargo (WFC) | 1.35% | 0% | 26.76% | 2/16/2023 |
 Main Street Capital (MAIN) | 1.13% | 0% | 26.76% | 2/16/2023 |
 PepsiCo (PEP) | 0.75% | 0% | 26.76% | 2/16/2023 |
 AES (AES) | 0.53% | 0% | 26.76% | 2/16/2023 |
 McDonald's (MCD) | 0.35% | 0% | 26.76% | 2/16/2023 |
 Delta (DAL) | 0.18% | 0% | 26.76% | 2/16/2023 |
 Hasbro (HAS) | 0% | 0% | 0.28% | 1/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 24.34% | 40.22% |
| Vanguard Total Stock Market ETF (VTI) | 27.43% | 22.68% |
| Schwab US Dividend Equity ETF (SCHD) | 22.78% | 15.7% |
| Amazon (AMZN) | 4.84% | 5.49% |
| Apple (AAPL) | 5.29% | 4.89% |
| Waste Management (WM) | 4.84% | 4.14% |
| Coca-Cola (KO) | 4.84% | 3.62% |
| Accenture (ACN) | 4.84% | 2.69% |
Cash & Instruments Over Time
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