Portfolio Diversification
Range
Most Diversified
9 instruments
August 17, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.4 instruments
Most Consistent Holdings
Top 5
SOXX99.87%
IVW99.73%
IYW99.6%
QQQ99.6%
IWF99.6%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 17, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares S&P 500 Growth ETF (IVW) | 18.6% | 20.79% | 99.73% | - |
| iShares Russell 1000 Growth ETF (IWF) | 18.07% | 20.8% | 99.6% | - |
| Invesco QQQ (QQQ) | 17.03% | 19.28% | 99.6% | - |
| iShares Semiconductor ETF (SOXX) | 9.85% | 18.54% | 99.87% | - |
| iShares US Technology ETF (IYW) | 9.67% | 18.67% | 99.6% | - |
 iShares Core S&P Mid-Cap ETF (IJH) | 8.02% | 0% | 96.65% | 8/15/2025 |
 iShares Russell 2000 Growth ETF (IWO) | 7.99% | 0% | 96.51% | 8/15/2025 |
 iShares Core MSCI EAFE ETF (IEFA) | 4.48% | 0% | 71.98% | 2/11/2025 |
 iShares Core MSCI Pacific ETF (IPAC) | 4.41% | 0% | 71.98% | 2/11/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Russell 1000 Growth ETF (IWF) | 17.84% | 19.2% |
| iShares S&P 500 Growth ETF (IVW) | 17.85% | 19.15% |
| Invesco QQQ (QQQ) | 17% | 17.47% |
| iShares US Technology ETF (IYW) | 8.56% | 9.1% |
| iShares Russell 2000 Growth ETF (IWO) | 8.67% | 8.3% |
| iShares Core S&P Mid-Cap ETF (IJH) | 8.64% | 8.08% |
| iShares Semiconductor ETF (SOXX) | 8.62% | 7.98% |
| iShares Core MSCI Pacific ETF (IPAC) | 6.12% | 5.15% |
| iShares Core MSCI EAFE ETF (IEFA) | 6.18% | 5.14% |