Portfolio Diversification
Range
Most Diversified
115 instruments
May 31, 2023
Least Diversified
11 instruments
May 1, 2025
Average
33.8 instruments
Most Consistent Holdings
Top 5
SPY100%
VOO100%
IVV94.61%
NVDA93.26%
MSFT87.94%
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 S&P 500 ETF (VOO) | 14.1% | 19.92% | 100% | - |
| SPDR S&P 500 ETF (SPY) | 14.04% | 19.91% | 100% | - |
| iShares Core S&P 500 ETF (IVV) | 13.45% | 19.92% | 94.61% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 7.44% | 0% | 69.5% | 10/29/2024 |
| Microsoft (MSFT) | 2.85% | 2.05% | 87.94% | - |
 Alphabet (GOOG) | 1.84% | 2.73% | 71.21% | - |
 Amazon (AMZN) | 1.6% | 2.44% | 69.72% | - |
| NVIDIA (NVDA) | 1.57% | 1.36% | 93.26% | - |
 Meta (META) | 1.33% | 1.66% | 70.07% | - |
 Apple (AAPL) | 1.26% | 0% | 57.23% | 12/16/2024 |
 iShares Short Treasury Bond ETF (SHV) | 1.09% | 0% | 10.43% | 10/14/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.08% | 0% | 14.75% | 7/29/2022 |
 Visa (V) | 0.82% | 0% | 62.84% | 7/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.74% | 0% | 17.02% | 9/1/2022 |
 iShares MSCI India ETF (INDA) | 0.72% | 0% | 35.89% | 1/8/2024 |
 Invesco QQQ (QQQ) | 0.65% | 0% | 16.6% | 8/26/2022 |
 Eli Lilly (LLY) | 0.64% | 0% | 44.26% | 4/30/2025 |
 Booking (BKNG) | 0.64% | 0% | 46.24% | 12/1/2025 |
 KLA (KLAC) | 0.59% | 0% | 48.01% | 12/16/2024 |
 Energy Select Sector SPDR (XLE) | 0.54% | 0% | 14.96% | 12/17/2024 |
 LVMH (MC.PA) | 0.52% | 0% | 50.21% | 1/8/2024 |
 Cintas (CTAS) | 0.48% | 0% | 41.21% | 12/16/2024 |
 Gartner (IT) | 0.47% | 0% | 41.56% | 12/16/2024 |
 Mastercard (MA) | 0.46% | 0% | 39.5% | 10/1/2025 |
 Applied Materials (AMAT) | 0.43% | 0% | 35.67% | 4/23/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.42% | 0% | 4.75% | 7/7/2025 |
 Grainger (GWW) | 0.42% | 0% | 38.51% | 12/16/2024 |
 NVR (NVR) | 0.41% | 0% | 37.02% | 12/16/2024 |
 Lam Research (LRCX) | 0.4% | 0% | 32.55% | 12/16/2024 |
 Cencora (COR) | 0.4% | 0% | 30.07% | 12/16/2024 |
 Caterpillar (CAT) | 0.39% | 0% | 33.4% | 12/16/2024 |
 SolarEdge (SEDG) | 0.36% | 0% | 50.21% | 1/8/2024 |
 American Express (AXP) | 0.36% | 2.11% | 22.77% | - |
 Marriott (MAR) | 0.36% | 0% | 33.19% | 12/16/2024 |
 Corsair (CRSR) | 0.34% | 0% | 39.57% | 8/7/2023 |
 Renewables Infrastructure Group (TRIG.L) | 0.33% | 0% | 32.2% | 9/5/2023 |
 NetApp (NTAP) | 0.32% | 0% | 23.33% | 12/16/2024 |
 Deckers (DECK) | 0.31% | 0% | 18.23% | 12/16/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.31% | 0% | 8.79% | 12/17/2024 |
 TJX (TJX) | 0.3% | 0% | 29.01% | 12/16/2024 |
 JPMorgan (JPM) | 0.29% | 2.26% | 17.09% | - |
 Waste Management (WM) | 0.29% | 0% | 17.16% | 12/16/2024 |
 Bitcoin (BTC) | 0.28% | 0% | 50.07% | 1/6/2024 |
 Technology Select Sector SPDR (XLK) | 0.28% | 0% | 3.69% | 1/10/2025 |
 Ethereum (ETH) | 0.26% | 0% | 50.07% | 1/6/2024 |
 Utilities Select Sector SPDR (XLU) | 0.26% | 0% | 7.59% | 12/17/2024 |
 Consumer Discret Select Sector SPDR (XLY) | 0.25% | 0% | 5.32% | 1/8/2025 |
 Trane (TT) | 0.25% | 0% | 15.89% | 10/1/2025 |
 Arista (ANET) | 0.25% | 0.47% | 19.86% | - |
 Agnico Eagle (AEM) | 0.25% | 1.03% | 16.17% | - |
 Goldman Sachs (GS) | 0.25% | 2.13% | 13.19% | - |
 Fastenal (FAST) | 0.24% | 0% | 19.79% | 12/16/2024 |
 Motorola (MSI) | 0.24% | 0% | 20.78% | 12/16/2024 |
 MercadoLibre (MELI) | 0.23% | 0% | 9.36% | 5/13/2022 |
 United Rentals (URI) | 0.23% | 0% | 25.6% | 4/21/2025 |
 Snowflake (SNOW) | 0.22% | 1.96% | 13.19% | - |
 Netflix (NFLX) | 0.22% | 0% | 17.16% | 10/13/2025 |
 Micron (MU) | 0.22% | 0% | 11.84% | 6/17/2022 |
 Iron Mountain (IRM) | 0.21% | 0% | 18.72% | 12/16/2024 |
 Palantir (PLTR) | 0.21% | 0% | 13.69% | 12/12/2025 |
 Orsted (ORSTED.CO) | 0.2% | 0% | 27.3% | 2/13/2023 |
 Financial Select Sector SPDR (XLF) | 0.19% | 0% | 4.04% | 12/17/2024 |
 Oracle (ORCL) | 0.17% | 0% | 11.28% | 3/12/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.16% | 0% | 28.79% | 3/6/2023 |
 Citi (C) | 0.16% | 0% | 10.57% | 11/7/2025 |
 Rolls-Royce (RR.L) | 0.16% | 3.07% | 5.6% | - |
 Broadcom (AVGO) | 0.16% | 0% | 21.42% | 4/30/2025 |
 Uber (UBER) | 0.15% | 0.35% | 9.86% | - |
 IAG (IAG.L) | 0.15% | 1.8% | 5.6% | - |
 DaVita (DVA) | 0.15% | 0% | 14.54% | 12/13/2024 |
 Kimberly-Clark (KMB) | 0.15% | 0% | 15.25% | 12/16/2024 |
 Colgate (CL) | 0.15% | 0% | 15.32% | 12/16/2024 |
 Sysco (SYY) | 0.14% | 0% | 14.82% | 12/16/2024 |
 CDW (CDW) | 0.14% | 0% | 14.75% | 12/16/2024 |
 IDEXX (IDXX) | 0.14% | 0% | 14.61% | 12/16/2024 |
 Lamb Weston (LW) | 0.14% | 0% | 14.54% | 12/13/2024 |
 Allegion (ALLE) | 0.14% | 0% | 14.4% | 12/13/2024 |
 Sherwin-Williams (SHW) | 0.14% | 0% | 10.78% | 12/16/2024 |
 Waters (WAT) | 0.14% | 0% | 14.61% | 12/16/2024 |
 APA (APA) | 0.14% | 0% | 13.97% | 12/13/2024 |
 Amgen (AMGN) | 0.14% | 0% | 24.11% | 12/16/2024 |
 Alibaba (BABA) | 0.13% | 0% | 18.58% | 4/30/2025 |
 Clorox (CLX) | 0.13% | 0% | 13.55% | 12/16/2024 |
 Cadence (CDNS) | 0.13% | 0% | 6.31% | 5/1/2024 |
 Enterprise Products (EPD) | 0.13% | 0% | 4.96% | 7/1/2025 |
 Walmart (WMT) | 0.13% | 0% | 8.01% | 4/30/2025 |
 Sealed Air (SEE) | 0.13% | 0% | 11.42% | 6/16/2023 |
 Gen Digital (GEN) | 0.13% | 0% | 11.42% | 6/16/2023 |
 Block Inc. (XYZ) | 0.13% | 0% | 8.37% | 4/29/2022 |
 Consumer Staples Select Sector SPDR (XLP) | 0.11% | 0% | 3.97% | 12/17/2024 |
 Ulta (ULTA) | 0.11% | 0% | 10.99% | 12/13/2024 |
 Autodesk (ADSK) | 0.1% | 0% | 10.78% | 12/16/2024 |
 Sanofi (SNY) | 0.1% | 0% | 4.4% | 7/1/2025 |
 Canadian Solar (CSIQ) | 0.1% | 0% | 16.6% | 8/26/2022 |
 Enphase (ENPH) | 0.1% | 0% | 8.16% | 6/16/2023 |
 Pool Corp. (POOL) | 0.1% | 0% | 8.16% | 5/1/2023 |
 CF Industries (CF) | 0.09% | 0% | 8.01% | 6/16/2023 |
 Moody's (MCO) | 0.09% | 0% | 8.65% | 12/16/2024 |
 Industrial Select Sector SPDR (XLI) | 0.09% | 0% | 1.99% | 12/17/2024 |
 Progressive (PGR) | 0.09% | 0% | 7.3% | 12/16/2024 |
 Public Storage (PSA) | 0.08% | 0% | 4.47% | 7/1/2025 |
 Communication Services Select Sector SPDR Fund (XLC) | 0.08% | 0% | 1.77% | 1/10/2025 |
 C.H. Robinson (CHRW) | 0.08% | 0% | 7.38% | 6/16/2023 |
 Barclays (BCS) | 0.08% | 0.47% | 14.47% | - |
 Salesforce (CRM) | 0.08% | 0% | 11.84% | 6/17/2022 |
 iShares Core S&P US Value (IUSV) | 0.07% | 0% | 7.94% | 7/1/2022 |
 Adobe (ADBE) | 0.07% | 0% | 14.04% | 12/16/2024 |
 Aon (AON) | 0.07% | 0% | 11.06% | 12/16/2024 |
 SSE (SSE.L) | 0.07% | 0% | 10% | 2/13/2023 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.07% | 0% | 7.45% | 6/24/2022 |
 Microchip (MCHP) | 0.07% | 0% | 13.33% | 6/3/2024 |
 Tractor Supply (TSCO) | 0.07% | 0% | 12.7% | 12/16/2024 |
 Volkswagen (VOW3.DE) | 0.06% | 0% | 4.89% | 3/11/2022 |
 iShares US Treasury Bond ETF (GOVT) | 0.06% | 0% | 1.13% | 5/21/2025 |
 Rollins (ROL) | 0.05% | 0% | 9.29% | 12/16/2024 |
 Crowdstrike (CRWD) | 0.05% | 0% | 7.87% | 4/22/2022 |
 Ameriprise (AMP.US) | 0.05% | 0% | 7.09% | 12/16/2024 |
 Coca-Cola (KO) | 0.05% | 0% | 18.94% | 12/16/2024 |
 Live Nation (LYV) | 0.05% | 0% | 6.6% | 12/16/2024 |
 NRG Energy (NRG) | 0.05% | 0% | 4.33% | 12/2/2024 |
 AbbVie (ABBV) | 0.05% | 0% | 16.24% | 12/16/2024 |
 PayPal (PYPL) | 0.05% | 0% | 3.97% | 2/25/2022 |
 ON Semiconductor (ON) | 0.04% | 0% | 3.69% | 2/1/2024 |
 AMD (AMD) | 0.04% | 0% | 5.89% | 5/22/2023 |
 Sea (SE) | 0.04% | 0% | 4.89% | 3/11/2022 |
 Bank of America (BAC) | 0.04% | 2.23% | 3.05% | - |
 Tritax (BBOX.L) | 0.04% | 0% | 4.47% | 10/30/2024 |
 Samsung (SMSN.L) | 0.04% | 0% | 5.39% | 3/18/2022 |
 Fortinet (FTNT) | 0.04% | 0% | 6.03% | 12/16/2024 |
 Costco (COST) | 0.04% | 0% | 1.63% | 4/30/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.04% | 0% | 3.76% | 11/4/2022 |
 Mizuho Financial Group (MFG) | 0.04% | 0.8% | 5.18% | - |
 Nintendo (NTDOY) | 0.04% | 0% | 4.47% | 3/4/2022 |
 Procter & Gamble (PG) | 0.04% | 0% | 6.81% | 4/25/2025 |
 PepsiCo (PEP) | 0.04% | 0% | 13.83% | 12/16/2024 |
 Etsy (ETSY) | 0.04% | 0% | 3.4% | 2/21/2023 |
 Mettler-Toledo (MTD) | 0.03% | 0% | 3.4% | 2/21/2023 |
 Vestas (VWS.CO) | 0.03% | 0% | 4.47% | 3/4/2022 |
 Simon (SPG) | 0.03% | 0% | 5.46% | 12/16/2024 |
 Ferrexpo (FXPO.L) | 0.03% | 0% | 6.38% | 4/1/2022 |
 Best Buy (BBY) | 0.03% | 0% | 5.82% | 12/16/2024 |
 Union Pacific (UNP) | 0.03% | 0% | 16.45% | 12/16/2024 |
 Stanley Black & Decker (SWK) | 0.03% | 0% | 3.48% | 2/18/2022 |
 Hasbro (HAS) | 0.03% | 0% | 4.47% | 1/8/2024 |
 Yum China (YUMC) | 0.03% | 0% | 1.99% | 1/28/2022 |
 UnitedHealth (UNH) | 0.03% | 0% | 1.91% | 4/23/2025 |
 Deere (DE) | 0.03% | 0% | 15.25% | 12/2/2024 |
 Qualcomm (QCOM) | 0.03% | 0% | 16.24% | 12/16/2024 |
 Home Depot (HD) | 0.03% | 0% | 8.3% | 12/16/2024 |
 HSBC (HSBC) | 0.03% | 0% | 6.52% | 10/1/2025 |
 Host Hotels (HST) | 0.03% | 0% | 2.98% | 10/30/2024 |
 Atour (ATAT) | 0.03% | 0% | 4.11% | 4/10/2025 |
 Azimut (AZM.MI) | 0.03% | 0% | 2.84% | 10/30/2024 |
 ASR (ASRNL.NV) | 0.03% | 0% | 2.77% | 10/30/2024 |
 Lockheed Martin (LMT) | 0.03% | 0% | 15.25% | 12/16/2024 |
 Nike (NKE) | 0.03% | 0% | 10.85% | 12/16/2024 |
 ASOS (ASC.L) | 0.02% | 0% | 6.88% | 4/8/2022 |
 ADP (ADP) | 0.02% | 0% | 10.99% | 12/16/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.02% | 0% | 2.91% | 5/8/2023 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.02% | 0% | 2.48% | 5/6/2022 |
 Makemytrip (MMYT) | 0.02% | 0% | 1.84% | 1/8/2025 |
 Gambling.com (GAMB) | 0.02% | 0% | 1.49% | 1/8/2025 |
 Monster Beverage (MNST) | 0.02% | 0.35% | 4.18% | - |
 ITW (ITW) | 0.02% | 0% | 7.38% | 12/16/2024 |
 HubSpot (HUBS) | 0.02% | 0% | 1.42% | 1/8/2025 |
 Steel Dynamics (STLD) | 0.02% | 0% | 11.77% | 4/25/2025 |
 Cardano (ADA) | 0.02% | 0% | 14.4% | 8/4/2022 |
 NN Group (NN.NV) | 0.02% | 0% | 1.99% | 10/30/2024 |
 Prudential (PUK) | 0.02% | 0% | 2.41% | 10/29/2024 |
 Wacker Chemie (WCH.DE) | 0.02% | 0% | 1.99% | 10/30/2024 |
 Hershey (HSY) | 0.02% | 0% | 7.16% | 12/16/2024 |
 Charter (CHTR) | 0.02% | 0% | 4.82% | 4/21/2025 |
 Arkema (AKE.PA) | 0.02% | 0% | 1.99% | 10/30/2024 |
 Old Dominion (ODFL) | 0.02% | 0% | 11.06% | 11/6/2023 |
 Clariant (CLN.ZU) | 0.02% | 0% | 1.91% | 10/30/2024 |
 Vistra (VST) | 0.02% | 0% | 3.9% | 12/16/2024 |
 Chipotle (CMG) | 0.02% | 0% | 5.6% | 12/16/2024 |
 Delta (DAL) | 0.02% | 0% | 4.4% | 12/16/2024 |
 Darden (DRI) | 0.02% | 0% | 4.68% | 12/16/2024 |
 Orange (ORA.PA) | 0.02% | 0% | 1.77% | 10/1/2024 |
 Corpay (CPAY) | 0.02% | 0% | 4.4% | 12/16/2024 |
 Ross Stores (ROST) | 0.02% | 0% | 4.4% | 12/16/2024 |
 Zoetis (ZTS) | 0.02% | 0% | 5.46% | 12/16/2024 |
 Targa Resources (TRGP) | 0.02% | 0% | 4.18% | 12/16/2024 |
 Paychex (PAYX) | 0.02% | 0% | 4.4% | 12/16/2024 |
 Texas Instruments (TXN) | 0.02% | 0% | 13.05% | 12/4/2023 |
 Target (TGT) | 0.02% | 0% | 3.97% | 4/25/2025 |
 Enel (ENEL.MI) | 0.02% | 0% | 1.56% | 9/19/2024 |
 Omnicom (OMC) | 0.02% | 0% | 4.4% | 12/16/2024 |
 Verisk (VRSK) | 0.02% | 0% | 4.54% | 12/16/2024 |
 3M (MMM) | 0.02% | 0% | 4.61% | 12/16/2024 |
 UPS (UPS) | 0.02% | 0% | 13.05% | 12/4/2023 |
 Shell (SHEL.L) | 0.02% | 0% | 2.98% | 5/9/2023 |
 Honeywell (HON) | 0.02% | 0% | 4.89% | 12/16/2024 |
 Frontline (FRO) | 0.02% | 0% | 2.91% | 5/8/2023 |
 British Land (BLND.L) | 0.01% | 0% | 1.35% | 9/17/2024 |
 Seagate (STX.US) | 0.01% | 0% | 1.84% | 1/30/2023 |
 Lululemon (LULU) | 0.01% | 0% | 3.19% | 12/16/2024 |
 Insulet (PODD) | 0.01% | 0% | 3.76% | 12/13/2024 |
 GoDaddy (GDDY) | 0.01% | 0% | 3.19% | 12/16/2024 |
 Expedia (EXPE) | 0.01% | 0% | 3.19% | 12/16/2024 |
 Royal Caribbean (RCL) | 0.01% | 0% | 3.55% | 12/19/2024 |
 eBay (EBAY) | 0.01% | 0% | 3.19% | 12/16/2024 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 3.19% | 12/16/2024 |
 Birkenstock (BIRK) | 0.01% | 0% | 1.13% | 1/8/2025 |
 Man Group (EMG.L) | 0.01% | 0% | 1.42% | 10/15/2024 |
 Axon (AXON) | 0.01% | 0% | 1.13% | 1/8/2025 |
 HCA (HCA) | 0.01% | 0% | 1.84% | 1/30/2023 |
 Paycom (PAYC) | 0.01% | 0% | 2.98% | 12/13/2024 |
 FTA (YMM) | 0.01% | 0% | 2.48% | 4/1/2025 |
 Blue Owl Capital (OWL) | 0.01% | 0% | 1.84% | 1/8/2025 |
 Norwegian Cruise Line (NCLH) | 0.01% | 0% | 2.98% | 12/13/2024 |
 Doximity (DOCS) | 0.01% | 0% | 1.13% | 1/8/2025 |
 Veralto (VLTO) | 0.01% | 0% | 3.4% | 12/16/2024 |
 American Tower (AMT) | 0.01% | 0% | 3.4% | 12/16/2024 |
 Shift4 (FOUR) | 0.01% | 0% | 1.84% | 1/8/2025 |
 Jabil (JBL) | 0.01% | 0% | 3.12% | 12/13/2024 |
 Las Vegas Sands (LVS) | 0.01% | 0% | 3.4% | 12/16/2024 |
 ServiceNow (NOW) | 0.01% | 0% | 1.13% | 1/8/2025 |
 Comstock Resources (CRK) | 0.01% | 0% | 2.91% | 5/8/2023 |
 FMC (FMC) | 0.01% | 0% | 3.05% | 12/12/2024 |
 Siemens (SIE.DE) | 0.01% | 0% | 1.21% | 4/30/2025 |
 Lloyds (LYG) | 0.01% | 0% | 2.2% | 8/1/2025 |
 Alibaba (9988.HK) | 0.01% | 0% | 2.91% | 5/8/2023 |
 Airbnb (ABNB) | 0.01% | 0% | 2.2% | 12/2/2024 |
 Takeda (TAK) | 0.01% | 0% | 2.91% | 5/8/2023 |
 Aptiv (APTV) | 0.01% | 0% | 2.27% | 12/2/2024 |
 Rockwell Automation (ROK) | 0.01% | 0% | 4.89% | 8/7/2023 |
 Signet (SIG) | 0.01% | 0% | 2.91% | 5/8/2023 |
 Merck (MRK) | 0.01% | 0% | 2.27% | 12/2/2024 |
 Silicon Motion (SIMO) | 0.01% | 0% | 2.91% | 5/8/2023 |
 Cloudflare (NET) | 0.01% | 0% | 1.49% | 1/21/2022 |
 Sinopec (0386.HK) | 0.01% | 0% | 1.42% | 4/17/2023 |
 ICG (ICG.L) | 0% | 0% | 0.92% | 10/30/2024 |
 Albemarle (ALB) | 0% | 0% | 2.2% | 7/24/2023 |
 Prosus (PRX.NV) | 0% | 0% | 1.49% | 5/8/2023 |
 Diamondback (FANG) | 0% | 0% | 1.49% | 5/8/2023 |
 Expeditors (EXPD) | 0% | 0% | 1.7% | 6/16/2023 |
 Marsh & McLennan (MMC) | 0% | 0% | 0.99% | 12/16/2024 |
 SBA (SBAC) | 0% | 0% | 0.71% | 4/25/2025 |
 Synchrony (SYF) | 0% | 0% | 0.71% | 4/25/2025 |
 ExxonMobil (XOM) | 0% | 0% | 0.28% | 4/4/2025 |
 Devon Energy (DVN) | 0% | 0% | 1.21% | 6/16/2023 |
 Molina (MOH) | 0% | 0% | 1.21% | 6/16/2023 |
 Broadridge (BR) | 0% | 0% | 1.21% | 6/16/2023 |
 Supermicro (SMCI) | 0% | 0% | 0.78% | 12/13/2024 |
 Robert Half (RHI) | 0% | 0% | 1.21% | 6/16/2023 |
 Tapestry (TPR) | 0% | 0% | 1.21% | 6/16/2023 |
 United Airlines (UAL) | 0% | 0% | 1.21% | 6/16/2023 |
 Phillips 66 (PSX) | 0% | 0% | 1.21% | 6/16/2023 |
 ONEOK (OKE) | 0% | 0% | 1.21% | 6/16/2023 |
 Marathon Petroleum (MPC) | 0% | 0% | 1.21% | 6/16/2023 |
 Coterra (CTRA) | 0% | 0% | 1.21% | 6/16/2023 |
 NXP (NXPI) | 0% | 0% | 1.21% | 6/16/2023 |
 FactSet (FDS) | 0% | 0% | 1.21% | 6/16/2023 |
 Occidental (OXY) | 0% | 0% | 1.21% | 6/16/2023 |
 PulteGroup (PHM) | 0% | 0% | 0.64% | 4/23/2025 |
 Avery Dennison (AVY) | 0% | 0% | 1.21% | 6/16/2023 |
 Valero (VLO) | 0% | 0% | 1.21% | 6/16/2023 |
 Genuine Parts (GPC) | 0% | 0% | 1.21% | 6/16/2023 |
 Texas Pacific (TPL) | 0% | 0% | 0.99% | 12/16/2024 |
 AstraZeneca (AZN) | 0% | 0.35% | 0.85% | - |
 Altria (MO) | 0% | 0% | 0.57% | 4/30/2025 |
 Discover (DFS) | 0% | 0% | 0.99% | 6/13/2023 |
 EOG Resources (EOG) | 0% | 0% | 0.99% | 6/13/2023 |
 CSX (CSX) | 0% | 0% | 0.99% | 6/13/2023 |
 CNBM (3323.HK) | 0% | 0% | 0.99% | 5/8/2023 |
 Dollar General (DG.US) | 0% | 0% | 1.21% | 6/16/2023 |
 Quanta Services (PWR) | 0% | 0% | 1.7% | 12/19/2024 |
 Credo (CRDO) | 0% | 0% | 0.5% | 12/19/2024 |
 UHS (UHS) | 0% | 0% | 0.43% | 4/21/2025 |
 StoneX (SNEX) | 0% | 0% | 0.43% | 12/19/2024 |
 Axos Financial (AX) | 0% | 0% | 0.5% | 12/19/2024 |
 Beyond (BBBY) | 0% | 0% | 1.35% | 1/19/2022 |
 D.R. Horton (DHI) | 0% | 0% | 1.56% | 5/30/2023 |
 Holcim (HOLN.ZU) | 0% | 0% | 0.35% | 4/30/2025 |
 Ameren (AEE) | 0% | 0% | 0.14% | 2/16/2023 |
 Snap-on (SNA) | 0% | 0% | 1.56% | 5/30/2023 |
 West Pharma (WST) | 0% | 0% | 1.56% | 5/30/2023 |
 Futu (FUTU) | 0% | 0% | 0.35% | 12/18/2024 |
 Allstate (ALL) | 0% | 0% | 0.21% | 1/6/2023 |
 Martin Marietta (MLM) | 0% | 0% | 1.28% | 5/26/2023 |
 Brown & Brown (BRO) | 0% | 0% | 1.28% | 5/26/2023 |
 Arthur J. Gallagher (AJG) | 0% | 0% | 1.28% | 5/26/2023 |
 Mondelez (MDLZ) | 0% | 0% | 1.28% | 5/26/2023 |
 Republic Services (RSG) | 0% | 0% | 1.28% | 5/26/2023 |
 Arch Capital (ACGL) | 0% | 0% | 1.28% | 5/26/2023 |
 Marex Group plc (MRX) | 0% | 0% | 0.43% | 12/19/2024 |
 Enova (ENVA) | 0% | 0% | 0.43% | 12/19/2024 |
 Shopify (SHOP) | 0% | 0% | 0.28% | 3/4/2025 |
 Northern Oil and Gas (NOG) | 0% | 0% | 0.5% | 5/8/2023 |
 Copart (CPRT) | 0% | 0% | 1.13% | 5/24/2023 |
 Interactive Brokers Group (IBKR) | 0% | 0% | 0.35% | 12/18/2024 |
 Intuitive Surgical (ISRG) | 0% | 0% | 0.99% | 5/22/2023 |
 Vulcan Materials (VMC) | 0% | 0% | 0.57% | 5/15/2023 |
 Pfizer (PFE) | 0% | 0% | 0.5% | 8/14/2023 |
 Bancorp (TBBK) | 0% | 0% | 0.21% | 3/6/2025 |
 Howmet Aerospace (HWM) | 0% | 0% | 0.78% | 5/26/2023 |
 Sezzle (SEZL) | 0% | 0% | 0.35% | 12/18/2024 |
 Great Lakes (GLDD) | 0% | 0% | 0.35% | 12/18/2024 |
 LPL Financial (LPLA.US) | 0% | 0% | 0.35% | 12/18/2024 |
 Tradeweb (TW) | 0% | 0% | 0.35% | 12/18/2024 |
 Linde (LIN) | 0% | 0% | 0.78% | 5/26/2023 |
 Everest (EG) | 0% | 0% | 0.78% | 5/26/2023 |
 First Solar (FSLR) | 0% | 0% | 0.78% | 5/26/2023 |
 Centene (CNC) | 0% | 0% | 0.14% | 4/17/2025 |
 Ingersoll Rand (IR) | 0% | 0% | 0.5% | 5/22/2023 |
 ResMed (RMD) | 0% | 0% | 0.5% | 5/15/2023 |
 Paymentus (PAY.US) | 0% | 0% | 0.21% | 12/16/2024 |
 US Lime (USLM) | 0% | 0% | 0.21% | 12/16/2024 |
 Stifel (SF.US) | 0% | 0% | 0.21% | 12/16/2024 |
 Real Estate Select Sector SPDR (XLRE) | 0% | 0% | 0.07% | 12/17/2024 |
 Nucor (NUE) | 0% | 0% | 0.5% | 8/14/2023 |
 Materials Select Sector SPDR (XLB) | 0% | 0% | 0.07% | 12/17/2024 |
 Zebra (ZBRA) | 0% | 0% | 0.07% | 2/16/2023 |
 Southern Co (SO) | 0% | 0% | 0.07% | 2/16/2023 |
 LabCorp (LH) | 0% | 0% | 0.07% | 2/16/2023 |
 Trip.com (TCOM.CH) | 0% | 0% | 0.14% | 12/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 12.9% | 15.07% |
| iShares Core S&P 500 ETF (IVV) | 12.75% | 15.06% |
| SPDR S&P 500 ETF (SPY) | 12.91% | 15.06% |
| Technology Select Sector SPDR (XLK) | 11.81% | 10.45% |
| Consumer Discret Select Sector SPDR (XLY) | 6.38% | 5.51% |
| Communication Services Select Sector SPDR Fund (XLC) | 5.81% | 5.09% |
| HubSpot (HUBS) | 1.74% | 1.57% |
| Makemytrip (MMYT) | 1.74% | 1.56% |
| Palantir (PLTR) | 1.74% | 1.54% |
| Atour (ATAT) | 1.74% | 1.53% |
| Axon (AXON) | 1.74% | 1.53% |
| Birkenstock (BIRK) | 1.74% | 1.53% |
| Gambling.com (GAMB) | 1.74% | 1.51% |
| Doximity (DOCS) | 1.74% | 1.51% |
| Shift4 (FOUR) | 1.16% | 1.06% |
| ServiceNow (NOW) | 1.16% | 1.04% |
| Blue Owl Capital (OWL) | 1.16% | 1.03% |