Portfolio Diversification
Range
Most Diversified
71 instruments
October 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
60.3 instruments
Most Consistent Holdings
Top 5
GOOG99.93%
META99.93%
AMZN99.93%
BRK.B99.93%
NVDA99.93%
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) | 9.82% | 4.32% | 99.85% | - |
| NVIDIA (NVDA) | 6.21% | 5.28% | 99.93% | - |
 Invesco QQQ (QQQ) | 4.51% | 0% | 94.26% | 8/5/2025 |
 AMD (AMD) | 4.46% | 3.32% | 99.93% | - |
 Vanguard Total Bond Market ETF (BND) | 3.78% | 3.87% | 99.93% | - |
| Meta (META) | 3.58% | 2.94% | 99.93% | - |
| Alphabet (GOOG) | 3.42% | 3.86% | 99.93% | - |
| Amazon (AMZN) | 3.07% | 1.88% | 99.93% | - |
 Roche (ROG.ZU) | 3.05% | 2.62% | 99.93% | - |
 Bridgebio (BBIO) | 2.84% | 4.75% | 90.28% | - |
 SPDR S&P Biotech ETF (XBI) | 2.78% | 0% | 93.45% | 7/25/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 2.6% | 0% | 92.27% | 7/9/2025 |
 Vanguard Total International Stock ETF (VXUS) | 2.29% | 0% | 94.33% | 8/6/2025 |
 BioNTech SE (BNTX) | 2.28% | 2.38% | 99.93% | - |
 Merck (MRK) | 2.21% | 4.16% | 63.92% | - |
 Pfizer (PFE) | 2.09% | 5.31% | 55.67% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.96% | 0% | 64.21% | 8/2/2024 |
 Illumina (ILMN) | 1.74% | 0.67% | 99.78% | - |
 Exact Sciences (EXAS) | 1.68% | 1.4% | 99.93% | - |
 Invesco Solar ETF (TAN) | 1.33% | 0% | 90.21% | 6/11/2025 |
 SPDR S&P 500 ETF (SPY) | 1.18% | 0% | 56.41% | 3/7/2024 |
 ARK Genomic Revolution ETF (ARKG) | 1.17% | 0% | 90.21% | 6/11/2025 |
 Moderna (MRNA) | 1.12% | 0.44% | 98.6% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 1.04% | 0% | 56.48% | 10/24/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.03% | 0% | 55.3% | 2/20/2024 |
 Seagen Inc (SGEN) | 0.97% | 0% | 50.15% | 12/12/2023 |
 iShares Core MSCI EAFE ETF (IEFA) | 0.96% | 0% | 55.3% | 2/20/2024 |
 AstraZeneca (AZN.L) | 0.93% | 2.51% | 60.38% | - |
 Samsung (SMSN.L) | 0.9% | 0% | 73.27% | 10/24/2024 |
 Guardant Health (GH) | 0.9% | 1.57% | 99.93% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.89% | 0% | 55.38% | 2/21/2024 |
 Bitcoin (BTC) | 0.88% | 1.24% | 79.01% | - |
 Novo Nordisk (NOVO-B.CO) | 0.85% | 2.08% | 58.69% | - |
| Berkshire Hathaway (BRK.B) | 0.79% | 1.34% | 99.93% | - |
 SPDR Gold (GLD) | 0.73% | 0% | 30.34% | 4/10/2025 |
 Alibaba (9988.HK) | 0.72% | 2.07% | 99.93% | - |
 Xiaomi (1810.HK) | 0.7% | 0% | 81.44% | 2/12/2025 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.7% | 0% | 81.37% | 2/11/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.65% | 0% | 90.21% | 6/11/2025 |
 Apple (AAPL) | 0.65% | 0% | 73.64% | 10/29/2024 |
 ARK Fintech Innovation ETF (ARKF) | 0.64% | 0% | 90.21% | 6/11/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.61% | 0% | 81.37% | 2/11/2025 |
 iShares Core High Dividend ETF (HDV) | 0.6% | 0% | 29.53% | 6/24/2025 |
 ARK Innovation ETF (ARKK) | 0.54% | 0% | 90.21% | 6/11/2025 |
 GSK (GSK.L) | 0.53% | 3.65% | 28.2% | - |
 10X Genomics (TXG) | 0.53% | 0.14% | 99.85% | - |
 First Trust Cloud Computing (SKYY) | 0.52% | 0% | 50.29% | 12/14/2023 |
 ARK 21Shares Bitcoin ETF (ARKB) | 0.51% | 0% | 20.84% | 12/2/2024 |
 Eli Lilly (LLY) | 0.51% | 0% | 55.15% | 9/3/2025 |
 Intuitive Surgical (ISRG) | 0.49% | 0.33% | 99.93% | - |
 Corsair (CRSR) | 0.4% | 0% | 49.34% | 12/1/2023 |
 HCA (HCA) | 0.39% | 4.76% | 19.07% | - |
 Surface Oncology Inc (SURF) | 0.39% | 0% | 43.59% | 9/13/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.36% | 0% | 46.69% | 3/14/2025 |
 Ethereum (ETH) | 0.35% | 0% | 55.3% | 2/20/2024 |
 Tencent (0700.HK) | 0.34% | 0% | 55.01% | 2/16/2024 |
 XRP (XRP) | 0.34% | 0% | 55.3% | 2/20/2024 |
 CRISPR Therapeutics (CRSP) | 0.34% | 0.28% | 99.85% | - |
 Gilead Sciences (GILD) | 0.33% | 0% | 41.61% | 4/25/2024 |
 Uber (UBER) | 0.29% | 0% | 49.56% | 12/4/2023 |
 Bristol-Myers Squibb (BMY) | 0.29% | 2.59% | 27.98% | - |
 Baidu (BIDU) | 0.28% | 0% | 55.3% | 2/20/2024 |
 Invesco China Technology ETF (CQQQ) | 0.28% | 0% | 38.66% | 7/28/2025 |
 UnitedHealth (UNH) | 0.27% | 4.94% | 8.76% | - |
 Alnylam (ALNY) | 0.26% | 0% | 41.75% | 8/22/2025 |
 Arvinas (ARVN) | 0.25% | 0.35% | 64.95% | - |
 Genmab (GMAB.CO) | 0.23% | 0.78% | 32.4% | - |
 CSPC (01093.HK) | 0.23% | 0% | 12.22% | 9/1/2025 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.21% | 0% | 24.37% | 4/25/2024 |
 Oxford Nanopore (ONT.L) | 0.2% | 0.34% | 51.33% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.2% | 0% | 24.37% | 4/25/2024 |
 Alibaba (BABA) | 0.2% | 0% | 16.13% | 8/10/2022 |
 Scorpius Holdings (SCPX) | 0.2% | 0% | 22.39% | 11/15/2022 |
 Hikma (HIK.L) | 0.17% | 1.84% | 28.28% | - |
 Aadi Bioscience (WHWK) | 0.17% | 0.53% | 45.73% | - |
 Novartis (NVS) | 0.17% | 0% | 33.43% | 4/25/2023 |
 CNBM (3323.HK) | 0.16% | 0% | 17.82% | 10/3/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.15% | 0.26% | 47.72% | - |
 CVS Health (CVS) | 0.15% | 0.36% | 44.55% | - |
 Coherus (CHRS) | 0.15% | 0.44% | 56.11% | - |
 TSMC (TSM) | 0.15% | 1.37% | 17.38% | - |
 China Railway (0390.HK) | 0.15% | 1.12% | 16.05% | - |
 JD (9618.HK) | 0.14% | 0% | 55.01% | 2/16/2024 |
 JD.com (JD.US) | 0.13% | 0% | 55.01% | 2/16/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 0% | 18.48% | 8/5/2025 |
 National Grid (NG.L) | 0.1% | 1.43% | 10.38% | - |
 Rio Tinto (RIO.L) | 0.1% | 1.45% | 10.38% | - |
 Summit Therapeutics (SMMT) | 0.1% | 0.3% | 24.82% | - |
 ARM (ARM) | 0.1% | 0.31% | 32.18% | - |
 SURF Merger with CHRS CVR (SURF.CVR) | 0.09% | 0% | 0.59% | 9/21/2023 |
 89Bio (ETNB) | 0.09% | 0.42% | 27.47% | - |
 PayPal (PYPL) | 0.08% | 0% | 49.34% | 12/1/2023 |
 CCB (0939.HK) | 0.08% | 1.25% | 8.69% | - |
 Amgen (AMGN) | 0.08% | 0.2% | 32.18% | - |
 Realty Income (O) | 0.07% | 1.88% | 4.64% | - |
 Dr. Reddy's (RDY) | 0.07% | 0.19% | 28.72% | - |
 Legal & General (LGEN.L) | 0.06% | 1.2% | 4.57% | - |
 Lenovo (0992.HK) | 0.06% | 0.54% | 10.38% | - |
 Agenus (AGEN) | 0.06% | 0.16% | 32.7% | - |
 Immunic (IMUX) | 0.05% | 0.21% | 27.61% | - |
 Teladoc (TDOC) | 0.05% | 0.63% | 9.72% | - |
 Incyte (INCY) | 0.05% | 0.3% | 17.38% | - |
 Iovance (IOVA) | 0.05% | 0.03% | 43.45% | - |
 iShares GBP Ultrashort Bond UCITS ETF (ERNS.L) | 0.05% | 1.25% | 3.61% | - |
 Alibaba Health (00241.HK) | 0.04% | 0% | 41.24% | 8/9/2023 |
 Mastercard (MA) | 0.04% | 0% | 8.1% | 4/21/2022 |
 Visa (V) | 0.04% | 0% | 8.1% | 4/21/2022 |
 Polkadot (DOT) | 0.04% | 0% | 49.26% | 11/30/2023 |
 Personalis (PSNL) | 0.04% | 0.69% | 9.72% | - |
 C4 Therapeutics (CCCC) | 0.04% | 0.12% | 27.61% | - |
 Bioatla (BCAB) | 0.03% | 0.14% | 28.72% | - |
 Natera (NTRA) | 0.03% | 0.49% | 9.72% | - |
 Sutro (STRO) | 0.03% | 0.1% | 28.5% | - |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.03% | 0.72% | 4.12% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.03% | 0.72% | 4.12% | - |
 Veracyte (VCYT) | 0.02% | 0.27% | 9.72% | - |
 Iberdrola (IBE.MC) | 0.02% | 0.76% | 2.65% | - |
 CareDx (CDNA) | 0.02% | 0.16% | 9.72% | - |
 Grail Inc (GRAL) | 0.01% | 0.1% | 35.42% | - |
 Lam Research (LRCX) | 0.01% | 0.47% | 2.14% | - |
 First Trust Water ETF (FIW.US) | 0.01% | 0.58% | 1.47% | - |
 Viking Therapeutics (VKTX) | 0.01% | 0.39% | 2.14% | - |
 Merck (MRK.DE) | 0.01% | 0% | 2.06% | 2/27/2025 |
 Meituan (03690.HK) | 0% | 0% | 1.1% | 4/14/2023 |
 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 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% |