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Portfolio Diversification
Range
Most Diversified
12 instruments
August 19, 2026
Least Diversified
0 instruments
March 29, 2026
Average
5.9 instruments
Most Consistent Holdings
Top 5
VOO99.1%
VTI98.92%
GLD88.98%
VUG87.08%
TLT45.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 24, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 40.29% | 51.93% | 99.1% | - |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 22.19% | 16.95% | 98.92% | - |
| SPDR Gold (GLD) | 12.72% | 11.31% | 88.98% | - |
| Vanguard Morningstar Growth ETF (VUG) | 3.72% | 2.71% | 87.08% | - |
 SPDR Gold MiniShares Trust (GLDM) | 3.63% | 9.39% | 42.91% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.61% | 2.44% | 29.45% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.36% | 0.59% | 45.89% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.24% | 0.41% | 42.91% | - |
 ServiceNow (NOW) | 0.09% | 0.46% | 15.9% | - |
 Spotify (SPOT) | 0.08% | 0.55% | 15.9% | - |
 Netflix (NFLX) | 0.05% | 0.28% | 15.72% | - |
 Meta (META) | 0.02% | 0.28% | 6.96% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 48.11% | 46.12% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 21.3% | 21.61% |
| SPDR Gold (GLD) | 12.31% | 16.28% |
| SPDR Gold MiniShares Trust (GLDM) | 10.22% | 8.87% |
| Vanguard Morningstar Growth ETF (VUG) | 3.52% | 3.66% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.17% | 0.89% |
| Vanguard FTSE Developed Market ETF (VEA) | 1.06% | 0.81% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.81% | 0.62% |
Cash & Instruments Over Time
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