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Portfolio Diversification
Range
Most Diversified
18 instruments
November 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9.5 instruments
Most Consistent Holdings
Top 5
SOXX99.58%
IYW99.37%
QQQ99.37%
IWF99.37%
IVW99.37%
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) | 18.35% | 16.5% | 99.37% | - |
| iShares Russell 1000 Growth ETF (IWF) | 17.9% | 15.97% | 99.37% | - |
| Invesco QQQ (QQQ) | 17.79% | 21.23% | 99.37% | - |
| iShares Semiconductor ETF (SOXX) | 12.34% | 23.86% | 99.58% | - |
| iShares US Technology ETF (IYW) | 11.79% | 19.41% | 99.37% | - |
 iShares Core S&P Mid-Cap ETF (IJH) | 6.28% | 0% | 75.74% | 8/15/2025 |
 iShares Russell 2000 Growth ETF (IWO) | 6.26% | 0% | 75.63% | 8/15/2025 |
 iShares Core MSCI EAFE ETF (IEFA) | 3.51% | 0% | 56.41% | 2/11/2025 |
 iShares Core MSCI Pacific ETF (IPAC) | 3.45% | 0% | 56.41% | 2/11/2025 |
 Apple (AAPL) | 0.06% | 0.4% | 14.71% | - |
 NVIDIA (NVDA) | 0.05% | 0.37% | 14.71% | - |
 Amazon (AMZN) | 0.05% | 0.36% | 14.71% | - |
 Microsoft (MSFT) | 0.05% | 0.31% | 14.6% | - |
 Salesforce (CRM) | 0.03% | 0.19% | 14.71% | - |
 Adobe (ADBE) | 0.03% | 0.18% | 14.71% | - |
 Applied Materials (AMAT) | 0.03% | 0.22% | 14.6% | - |
 Texas Instruments (TXN) | 0.03% | 0.18% | 14.71% | - |
 ASML (ASML) | 0.03% | 0.19% | 14.71% | - |
 Intel (INTC) | 0.02% | 0.17% | 14.6% | - |
 Qualcomm (QCOM) | 0.02% | 0.11% | 14.6% | - |
 Tesla (TSLA) | 0.02% | 0.11% | 14.71% | - |
 Visa (V) | 0.01% | 0.08% | 14.71% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 21.44% | 21.51% |
| iShares Semiconductor ETF (SOXX) | 20.83% | 20.87% |
| iShares US Technology ETF (IYW) | 20.83% | 20.4% |
| iShares S&P 500 Growth ETF (IVW) | 16.96% | 17.18% |
| iShares Russell 1000 Growth ETF (IWF) | 16.96% | 16.93% |
| Apple (AAPL) | 0.39% | 0.41% |
| Microsoft (MSFT) | 0.39% | 0.39% |
| Amazon (AMZN) | 0.39% | 0.38% |
| NVIDIA (NVDA) | 0.39% | 0.38% |
| Adobe (ADBE) | 0.22% | 0.25% |
| Salesforce (CRM) | 0.22% | 0.25% |
| Applied Materials (AMAT) | 0.14% | 0.16% |
| Texas Instruments (TXN) | 0.14% | 0.16% |
| ASML (ASML) | 0.14% | 0.15% |
| Intel (INTC) | 0.14% | 0.14% |
| Qualcomm (QCOM) | 0.14% | 0.14% |
| Tesla (TSLA) | 0.12% | 0.12% |
| Visa (V) | 0.08% | 0.09% |
Cash & Instruments Over Time
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