Portfolio Diversification
Range
Most Diversified
71 instruments
October 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
60.4 instruments
Most Consistent Holdings
Top 5
GOOG99.64%
META99.64%
AMZN99.64%
BRK.B99.64%
NVDA99.64%
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) | 9.6% | 3.46% | 99.5% | - |
| NVIDIA (NVDA) | 6.16% | 4.91% | 99.64% | - |
 AMD (AMD) | 4.4% | 2.4% | 99.64% | - |
 Invesco QQQ (QQQ) | 4.36% | 0% | 91.1% | 8/5/2025 |
 Vanguard Total Bond Market ETF (BND) | 3.76% | 3.64% | 99.64% | - |
| Meta (META) | 3.54% | 2.57% | 99.64% | - |
| Alphabet (GOOG) | 3.45% | 4.78% | 99.64% | - |
 Roche (ROG.ZU) | 3.03% | 2.76% | 99.64% | - |
| Amazon (AMZN) | 3.02% | 1.64% | 99.64% | - |
 Bridgebio (BBIO) | 2.9% | 5.59% | 90.25% | - |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 2.69% | 0% | 90.32% | 7/25/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 2.51% | 0% | 89.18% | 7/9/2025 |
 BioNTech SE (BNTX) | 2.27% | 2.01% | 99.64% | - |
 Merck (MRK) | 2.26% | 4.56% | 64.77% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.22% | 0% | 91.17% | 8/6/2025 |
 Pfizer (PFE) | 2.18% | 5.31% | 56.87% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.9% | 0% | 62.06% | 8/2/2024 |
 Illumina (ILMN) | 1.71% | 0.82% | 99.43% | - |
 Exact Sciences (EXAS) | 1.67% | 1.85% | 99.64% | - |
 Invesco Solar ETF (TAN) | 1.29% | 0% | 87.19% | 6/11/2025 |
 SPDR S&P 500 ETF (SPY) | 1.14% | 0% | 54.52% | 3/7/2024 |
 ARK Genomic Revolution ETF (ARKG) | 1.13% | 0% | 87.19% | 6/11/2025 |
 Moderna (MRNA) | 1.1% | 0.42% | 98.36% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1% | 0% | 54.59% | 10/24/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.99% | 0% | 53.45% | 2/20/2024 |
 AstraZeneca (AZN.L) | 0.98% | 2.57% | 61.42% | - |
 Seagen Inc (SGEN) | 0.93% | 0% | 48.47% | 12/12/2023 |
 iShares Core MSCI EAFE ETF (IEFA) | 0.93% | 0% | 53.45% | 2/20/2024 |
 Guardant Health (GH) | 0.93% | 2.16% | 99.64% | - |
 Bitcoin (BTC) | 0.89% | 0.95% | 79.36% | - |
 Novo Nordisk (NOVO-B.CO) | 0.88% | 2% | 59.79% | - |
 Samsung (SMSN.L) | 0.87% | 0% | 70.82% | 10/24/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.86% | 0% | 53.52% | 2/21/2024 |
| Berkshire Hathaway (BRK.B) | 0.81% | 1.3% | 99.64% | - |
 Alibaba (9988.HK) | 0.76% | 1.87% | 99.64% | - |
 SPDR Gold (GLD) | 0.7% | 0% | 29.32% | 4/10/2025 |
 Xiaomi (1810.HK) | 0.68% | 0% | 78.72% | 2/12/2025 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.68% | 0% | 78.65% | 2/11/2025 |
 GSK (GSK.L) | 0.63% | 3.83% | 30.32% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.62% | 0% | 87.19% | 6/11/2025 |
 Apple (AAPL) | 0.62% | 0% | 71.17% | 10/29/2024 |
 ARK Fintech Innovation ETF (ARKF) | 0.62% | 0% | 87.19% | 6/11/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.59% | 0% | 78.65% | 2/11/2025 |
 iShares Core High Dividend ETF (HDV) | 0.58% | 0% | 28.54% | 6/24/2025 |
 HCA (HCA) | 0.53% | 4.55% | 21.49% | - |
 ARK Innovation ETF (ARKK) | 0.52% | 0% | 87.19% | 6/11/2025 |
 10X Genomics (TXG) | 0.52% | 0.18% | 99.57% | - |
 First Trust Cloud Computing (SKYY) | 0.5% | 0% | 48.61% | 12/14/2023 |
 ARK 21Shares Bitcoin ETF (ARKB) | 0.5% | 0% | 20.14% | 12/2/2024 |
 Eli Lilly (LLY) | 0.49% | 0% | 53.31% | 9/3/2025 |
 Intuitive Surgical (ISRG) | 0.48% | 0.4% | 99.64% | - |
 UnitedHealth (UNH) | 0.39% | 4.26% | 11.53% | - |
 Corsair (CRSR) | 0.39% | 0% | 47.69% | 12/1/2023 |
 Surface Oncology Inc (SURF) | 0.37% | 0% | 42.14% | 9/13/2023 |
 Bristol-Myers Squibb (BMY) | 0.36% | 3.31% | 30.11% | - |
 Vanguard Real Estate ETF (VNQ) | 0.35% | 0% | 45.12% | 3/14/2025 |
 Ethereum (ETH) | 0.34% | 0% | 53.45% | 2/20/2024 |
 CRISPR Therapeutics (CRSP) | 0.33% | 0.21% | 99.5% | - |
 Tencent (0700.HK) | 0.33% | 0% | 53.17% | 2/16/2024 |
 XRP (XRP) | 0.32% | 0% | 53.45% | 2/20/2024 |
 Gilead Sciences (GILD) | 0.32% | 0% | 40.21% | 4/25/2024 |
 Uber (UBER) | 0.28% | 0% | 47.9% | 12/4/2023 |
 Baidu (BIDU) | 0.27% | 0% | 53.45% | 2/20/2024 |
 Invesco China Technology ETF (CQQQ) | 0.27% | 0% | 37.37% | 7/28/2025 |
 Arvinas (ARVN) | 0.26% | 0.44% | 65.84% | - |
 Genmab (GMAB.CO) | 0.25% | 1.06% | 34.38% | - |
 Alnylam (ALNY) | 0.25% | 0% | 40.36% | 8/22/2025 |
 CSPC (01093.HK) | 0.22% | 0% | 11.81% | 9/1/2025 |
 Hikma (HIK.L) | 0.22% | 1.56% | 30.39% | - |
 Oxford Nanopore (ONT.L) | 0.21% | 0.28% | 52.6% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.2% | 0% | 23.56% | 4/25/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.19% | 0% | 23.56% | 4/25/2024 |
 Alibaba (BABA) | 0.19% | 0% | 15.59% | 8/10/2022 |
 Scorpius Holdings (SCPX) | 0.19% | 0% | 21.64% | 11/15/2022 |
 TSMC (TSM) | 0.19% | 1.54% | 19.79% | - |
 Aadi Bioscience (WHWK) | 0.18% | 0.47% | 47.26% | - |
 China Railway (0390.HK) | 0.18% | 1.02% | 18.58% | - |
 Novartis (NVS) | 0.16% | 0% | 32.31% | 4/25/2023 |
 CVS Health (CVS) | 0.16% | 0.31% | 46.12% | - |
 Coherus (CHRS) | 0.16% | 0.28% | 57.22% | - |
 Catalyst Pharmaceuticals (CPRX) | 0.16% | 0.28% | 49.11% | - |
 CNBM (3323.HK) | 0.15% | 0% | 17.22% | 10/3/2025 |
 Rio Tinto (RIO.L) | 0.15% | 1.75% | 13.1% | - |
 National Grid (NG.L) | 0.14% | 1.63% | 13.1% | - |
 JD (9618.HK) | 0.13% | 0% | 53.17% | 2/16/2024 |
 JD.com (JD.US) | 0.13% | 0% | 53.17% | 2/16/2024 |
 Realty Income (O) | 0.13% | 1.73% | 7.54% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.12% | 0% | 17.86% | 8/5/2025 |
 CCB (0939.HK) | 0.11% | 1.22% | 11.46% | - |
 Summit Therapeutics (SMMT) | 0.1% | 0.26% | 27.05% | - |
 ARM (ARM) | 0.1% | 0.24% | 34.16% | - |
 Legal & General (LGEN.L) | 0.09% | 1.21% | 7.4% | - |
 SURF Merger with CHRS CVR (SURF.CVR) | 0.09% | 0% | 0.57% | 9/21/2023 |
 89Bio (ETNB) | 0.09% | 0% | 27.54% | 11/4/2025 |
 iShares GBP Ultrashort Bond UCITS ETF (ERNS.L) | 0.08% | 1.2% | 6.55% | - |
 PayPal (PYPL) | 0.08% | 0% | 47.69% | 12/1/2023 |
 Amgen (AMGN) | 0.08% | 0.21% | 34.16% | - |
 Lenovo (0992.HK) | 0.07% | 0.45% | 13.1% | - |
 Dr. Reddy's (RDY) | 0.07% | 0.18% | 30.75% | - |
 Teladoc (TDOC) | 0.07% | 0.51% | 12.46% | - |
 Incyte (INCY) | 0.06% | 0.34% | 19.86% | - |
 Agenus (AGEN) | 0.06% | 0.13% | 34.59% | - |
 Personalis (PSNL) | 0.06% | 0.62% | 12.46% | - |
 Immunic (IMUX) | 0.06% | 0.16% | 29.68% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.06% | 0.94% | 7.05% | - |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.05% | 0.69% | 7.05% | - |
 Iovance (IOVA) | 0.05% | 0.03% | 45.05% | - |
 Natera (NTRA) | 0.05% | 0.6% | 12.46% | - |
 Iberdrola (IBE.MC) | 0.04% | 0.76% | 5.55% | - |
 C4 Therapeutics (CCCC) | 0.04% | 0.19% | 29.75% | - |
 Alibaba Health (00241.HK) | 0.04% | 0% | 39.86% | 8/9/2023 |
 Mastercard (MA) | 0.04% | 0% | 7.83% | 4/21/2022 |
 Visa (V) | 0.04% | 0% | 7.83% | 4/21/2022 |
 Polkadot (DOT) | 0.04% | 0% | 47.62% | 11/30/2023 |
 Bioatla (BCAB) | 0.04% | 0.18% | 30.82% | - |
 Sutro (STRO) | 0.03% | 0.07% | 30.6% | - |
 Veracyte (VCYT) | 0.03% | 0.32% | 12.38% | - |
 First Trust Water ETF (FIW.US) | 0.03% | 0.7% | 4.48% | - |
 Lam Research (LRCX) | 0.02% | 0.49% | 4.98% | - |
 CareDx (CDNA) | 0.02% | 0.18% | 12.38% | - |
 Viking Therapeutics (VKTX) | 0.02% | 0.42% | 5.05% | - |
 Grail Inc (GRAL) | 0.02% | 0.11% | 37.3% | - |
 Target Healthcare (THRL.L) | 0.01% | 0.61% | 1.57% | - |
 Merck (MRK.DE) | 0.01% | 0% | 1.99% | 2/27/2025 |
 Meituan (03690.HK) | 0% | 0% | 1.07% | 4/14/2023 |
 ETNB CVR Merger (ETNB CVR) | 0% | 0% | 0% | - |
 Songbird (SGB) | 0% | 0% | 0% | - |
 Flare (FLR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 7.53% | 8.18% |
| NVIDIA (NVDA) | 7.7% | 7.65% |
| Vanguard Total Bond Market ETF (BND) | 6.08% | 6.45% |
| Pfizer (PFE) | 4.79% | 4.99% |
| Meta (META) | 4.02% | 4.42% |
| Alphabet (GOOG) | 3.57% | 4.21% |
| Vanguard Total International Stock ETF (VXUS) | 4.02% | 4.06% |
| Amazon (AMZN) | 3.38% | 3.74% |
| Invesco QQQ (QQQ) | 3.44% | 3.68% |
| Merck (MRK) | 3.33% | 3.34% |
| Roche (ROG.ZU) | 3.12% | 3.32% |
| Bridgebio (BBIO) | 3.28% | 3.25% |
| SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 3.12% | 3% |
| SPDR Gold (GLD) | 2.81% | 2.95% |
| AMD (AMD) | 3.2% | 2.93% |
| BioNTech SE (BNTX) | 2.94% | 2.82% |
| The Health Care Select Sector SPDR Fund (XLV) | 2.66% | 2.68% |
| Bitcoin (BTC) | 2.6% | 2.62% |
| iShares Core High Dividend ETF (HDV) | 2.51% | 2.52% |
| AstraZeneca (AZN.L) | 2.19% | 2.24% |
| Novo Nordisk (NOVO-B.CO) | 2.23% | 1.93% |
| Exact Sciences (EXAS) | 1.76% | 1.58% |
| Berkshire Hathaway (BRK.B) | 1.48% | 1.56% |
| Xiaomi (1810.HK) | 0.88% | 1.19% |
| Illumina (ILMN) | 1.11% | 1.13% |
| Eli Lilly (LLY) | 0.84% | 0.9% |
| Genmab (GMAB.CO) | 0.84% | 0.74% |
| Invesco China Technology ETF (CQQQ) | 0.59% | 0.71% |
| Schwab US Dividend Equity ETF (SCHD) | 0.71% | 0.7% |
| Vanguard Real Estate ETF (VNQ) | 0.59% | 0.67% |
| ARK Genomic Revolution ETF (ARKG) | 1% | 0.61% |
| Aadi Bioscience (WHWK) | 0.33% | 0.58% |
| Guardant Health (GH) | 0.59% | 0.54% |
| GSK (GSK.L) | 0.5% | 0.54% |
| Alnylam (ALNY) | 0.53% | 0.52% |
| Invesco Solar ETF (TAN) | 0.92% | 0.49% |
| Intuitive Surgical (ISRG) | 0.47% | 0.48% |
| Oxford Nanopore (ONT.L) | 0.3% | 0.38% |
| Alibaba (9988.HK) | 0.59% | 0.36% |
| ARK Next Generation Internet ETF (ARKW) | 0.44% | 0.35% |
| Summit Therapeutics (SMMT) | 0.33% | 0.34% |
| ARK Fintech Innovation ETF (ARKF) | 0.44% | 0.34% |
| Catalyst Pharmaceuticals (CPRX) | 0.22% | 0.33% |
| Moderna (MRNA) | 0.75% | 0.31% |
| 89Bio (ETNB) | 0.25% | 0.28% |
| Hikma (HIK.L) | 0.25% | 0.28% |
| ARM (ARM) | 0.25% | 0.28% |
| Dr. Reddy's (RDY) | 0.25% | 0.26% |
| CVS Health (CVS) | 0.36% | 0.25% |
| Arvinas (ARVN) | 0.44% | 0.24% |
| ARK Space Exploration And Innovation ETF (ARKX) | 0.22% | 0.22% |
| Coherus (CHRS) | 0.3% | 0.22% |
| Amgen (AMGN) | 0.25% | 0.22% |
| Immunic (IMUX) | 0.25% | 0.19% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.22% | 0.19% |
| CRISPR Therapeutics (CRSP) | 0.25% | 0.19% |
| C4 Therapeutics (CCCC) | 0.25% | 0.18% |
| 10X Genomics (TXG) | 0.47% | 0.16% |
| Sutro (STRO) | 0.24% | 0.14% |
| Iovance (IOVA) | 0.24% | 0.12% |
| Agenus (AGEN) | 0.25% | 0.12% |
| ARK Innovation ETF (ARKK) | 0.22% | 0.12% |
| Bioatla (BCAB) | 0.24% | 0.09% |
| Grail Inc (GRAL) | 0% | 0.03% |
| SURF Merger with CHRS CVR (SURF.CVR) | 0% | 0% |