Portfolio Diversification
Range
Most Diversified
9 instruments
August 17, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.8 instruments
Most Consistent Holdings
Top 5
IYW99.83%
IVW99.83%
SOXX99.83%
QQQ99.67%
IJH99.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 17, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares S&P 500 Growth ETF (IVW) | 17.96% | 22.61% | 99.83% | - |
 iShares Russell 1000 Growth ETF (IWF) | 17.73% | 17.38% | 99.67% | - |
| Invesco QQQ (QQQ) | 16.6% | 17.44% | 99.67% | - |
| iShares Semiconductor ETF (SOXX) | 8.91% | 15.68% | 99.83% | - |
| iShares US Technology ETF (IYW) | 8.79% | 15.26% | 99.83% | - |
| iShares Core S&P Mid-Cap ETF (IJH) | 8.56% | 6.02% | 99.67% | - |
 iShares Russell 2000 Growth ETF (IWO) | 8.55% | 5.49% | 99.67% | - |
 iShares Core MSCI EAFE ETF (IEFA) | 5.52% | 0% | 88.76% | 2/11/2025 |
 iShares Core MSCI Pacific ETF (IPAC) | 5.43% | 0% | 88.76% | 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% |