Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 15.52% | 14.31% | 99.9% | - |
 Microsoft (MSFT) | 15.06% | 12.26% | 99.9% | - |
 Amazon (AMZN) | 9.58% | 8.23% | 99.9% | - |
 NVIDIA (NVDA) | 6.71% | 0% | 57.55% | 8/22/2023 |
 Vanguard S&P 500 ETF (VOO) | 5.48% | 6.79% | 99.5% | - |
 Invesco QQQ (QQQ) | 5.21% | 7.05% | 90.54% | - |
 Alphabet (GOOG) | 4.59% | 3.69% | 99.9% | - |
 Rolls-Royce (RR.L) | 2.75% | 6.61% | 99.9% | - |
 Costco (COST) | 2.69% | 2.52% | 99.9% | - |
 Alphabet (GOOGL) | 2.13% | 1.7% | 99.9% | - |
 Chevron (CVX) | 1.97% | 4.62% | 63.48% | - |
 AMD (AMD) | 1.95% | 0% | 50.7% | 3/8/2024 |
 JPMorgan (JPM) | 1.74% | 1.6% | 99.9% | - |
 Bank of America (BAC) | 1.58% | 1.15% | 99.9% | - |
 Lockheed Martin (LMT) | 1.57% | 1.3% | 99.9% | - |
 Raytheon (RTX) | 1.41% | 1.13% | 99.9% | - |
 Aon (AON) | 1.36% | 0.97% | 99.9% | - |
 ASML (ASML) | 1.3% | 0% | 38.83% | 8/5/2024 |
 Pilbara Minerals (PLS.ASX) | 1.26% | 0% | 31.59% | 9/9/2024 |
 Mastercard (MA) | 1.2% | 0.99% | 99.9% | - |
 Visa (V) | 1.14% | 0.86% | 99.9% | - |
 Goldman Sachs (GS) | 1.04% | 0.92% | 99.9% | - |
 Boeing (BA) | 1.03% | 0% | 92.15% | 8/5/2024 |
 Marvell (MRVL) | 0.99% | 0% | 40.14% | 2/27/2023 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.98% | 10.41% | 21.03% | - |
 Moody's (MCO) | 0.9% | 0% | 79.88% | 4/4/2024 |
 Occidental (OXY) | 0.83% | 2.07% | 42.76% | - |
 ASM (ASM.NV) | 0.74% | 0% | 38.83% | 8/5/2024 |
 Maersk (MAERSKB.CO) | 0.65% | 2.1% | 29.07% | - |
 Devon Energy (DVN) | 0.54% | 0.92% | 42.76% | - |
 Aramco (SAOC) | 0.5% | 0.86% | 42.45% | - |
 Siemens Energy (ENR.DE) | 0.45% | 0% | 37.73% | 6/23/2023 |
 TSMC (TSM) | 0.42% | 1.94% | 25.86% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.38% | 0% | 37.42% | 10/27/2023 |
 Chubb (CB) | 0.35% | 2.54% | 14.59% | - |
 Digital Turbine (APPS) | 0.33% | 0% | 35.61% | 2/27/2023 |
 Rivian (RIVN) | 0.33% | 0% | 26.26% | 2/27/2023 |
 Meta (META) | 0.1% | 0% | 4.53% | 2/14/2022 |
 Berkshire Hathaway (BRK.B) | 0.02% | 2.44% | 0.8% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.3% | 5/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 10.01% | 15.07% |
| Microsoft (MSFT) | 8.36% | 14.22% |
| Amazon (AMZN) | 7.38% | 8.54% |
| Invesco QQQ (QQQ) | 8.01% | 7.53% |
| Vanguard S&P 500 ETF (VOO) | 9.15% | 7.14% |
| AMD (AMD) | 3.87% | 5.35% |
| Pilbara Minerals (PLS.ASX) | 6.51% | 4.91% |
| Rolls-Royce (RR.L) | 3.91% | 4.48% |
| Alphabet (GOOG) | 5.21% | 4.05% |
| ASML (ASML) | 3.26% | 2.57% |
| Costco (COST) | 2.47% | 2.43% |
| ASM (ASM.NV) | 2.6% | 2.19% |
| Alphabet (GOOGL) | 2.6% | 1.87% |
| Chevron (CVX) | 3.03% | 1.87% |
| JPMorgan (JPM) | 1.95% | 1.58% |
| Occidental (OXY) | 1.95% | 1.37% |
| Aramco (SAOC) | 1.95% | 1.36% |
| Devon Energy (DVN) | 1.95% | 1.34% |
| Lockheed Martin (LMT) | 1.3% | 1.23% |
| Bank of America (BAC) | 1.95% | 1.19% |
| Boeing (BA) | 1.3% | 1.18% |
| Mastercard (MA) | 1.3% | 1.05% |
| Aon (AON) | 1.3% | 1.02% |
| Visa (V) | 1.3% | 1.02% |
| Moody's (MCO) | 1.3% | 1% |
| Raytheon (RTX) | 1.3% | 0.98% |
| Goldman Sachs (GS) | 1.3% | 0.88% |