Portfolio Diversification
Range
Most Diversified
54 instruments
April 30, 2024
Least Diversified
0 instruments
February 2, 2025
Average
45.6 instruments
Most Consistent Holdings
Top 5
GLD99.9%
AGG99.9%
VT.US99.9%
ACWI99.9%
BND99.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total World Stock ETF (VT.US) | 7.4% | 0% | 99.9% | 2/1/2025 |
| iShares MSCI ACWI Index Fund (ACWI) | 6.47% | 0% | 99.9% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 5.57% | 0% | 84.37% | 2/1/2025 |
 Vanguard FTSE Europe ETF (VGK) | 5.36% | 0% | 84.37% | 2/1/2025 |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 3.89% | 0% | 99.9% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.72% | 0% | 69.57% | 2/1/2025 |
| Vanguard Total Bond Market ETF (BND) | 3.4% | 0% | 99.9% | 2/1/2025 |
 Vanguard Total International Bond ETF (BNDX) | 2.78% | 0% | 84.37% | 2/1/2025 |
 iShares Core International Aggregate Bond ETF (IAGG) | 2.77% | 0% | 84.37% | 2/1/2025 |
| SPDR Gold (GLD) | 2.38% | 0% | 99.9% | 2/1/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 2.3% | 0% | 84.37% | 2/1/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 2.2% | 0% | 84.37% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 2.13% | 0% | 84.37% | 2/1/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 1.79% | 0% | 84.37% | 2/1/2025 |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.44% | 0% | 84.37% | 2/1/2025 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.25% | 0% | 84.37% | 2/1/2025 |
 Technology Select Sector SPDR (XLK) | 1.18% | 0% | 84.37% | 2/1/2025 |
 Vanguard Value ETF (VTV) | 1.18% | 0% | 99.07% | 2/1/2025 |
 iShares MSCI Germany ETF (EWG) | 1.09% | 0% | 84.37% | 2/1/2025 |
 Industrial Select Sector SPDR (XLI) | 1.02% | 0% | 84.37% | 2/1/2025 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.01% | 0% | 84.37% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1% | 0% | 84.37% | 2/1/2025 |
 Alphabet (GOOG) | 0.97% | 0% | 69.57% | 2/1/2025 |
 iShares MSCI Switzerland ETF (EWL) | 0.96% | 0% | 84.37% | 2/1/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0.96% | 0% | 84.37% | 2/1/2025 |
 Financial Select Sector SPDR (XLF) | 0.96% | 0% | 84.37% | 2/1/2025 |
 iShares MSCI South Korea ETF (EWY) | 0.95% | 0% | 84.37% | 2/1/2025 |
 Materials Select Sector SPDR (XLB) | 0.93% | 0% | 84.37% | 2/1/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.88% | 0% | 84.37% | 2/1/2025 |
 iShares MSCI China ETF (MCHI) | 0.88% | 0% | 84.37% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 0.85% | 0% | 84.37% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.85% | 0% | 84.37% | 2/1/2025 |
 Energy Select Sector SPDR (XLE) | 0.79% | 0% | 84.37% | 2/1/2025 |
 iShares Global clean energy ETF (ICLN) | 0.69% | 0% | 84.37% | 2/1/2025 |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.66% | 0% | 69.57% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.58% | 0% | 84.37% | 2/1/2025 |
 iShares Select Dividend ETF (DVY) | 0.57% | 0% | 84.37% | 2/1/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.57% | 0% | 84.37% | 2/1/2025 |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.49% | 0% | 84.37% | 2/1/2025 |
 Vanguard Mid-Cap ETF (VO) | 0.48% | 0% | 84.37% | 2/1/2025 |
 iShares Global Healthcare ETF (IXJ) | 0.44% | 0% | 84.37% | 2/1/2025 |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.43% | 0% | 84.37% | 2/1/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.43% | 0% | 84.37% | 2/1/2025 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.43% | 0% | 84.37% | 2/1/2025 |
 Utilities Select Sector SPDR (XLU) | 0.42% | 0% | 84.37% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 0.41% | 0% | 84.37% | 2/1/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.41% | 0% | 84.37% | 2/1/2025 |
 SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 0.41% | 0% | 84.37% | 2/1/2025 |
 Vanguard Short-Term Corporate (VCSH) | 0.4% | 0% | 84.37% | 2/1/2025 |
 Invesco DB Agriculture Fund (DBA) | 0.37% | 0% | 98.96% | 2/1/2025 |
 iShares Global REIT ETF (REET) | 0.31% | 0% | 84.37% | 2/1/2025 |
 Microsoft (MSFT) | 0.28% | 0% | 28.57% | 2/1/2025 |
 Vanguard Mid-Cap Value ETF (VOE) | 0.16% | 0% | 84.37% | 2/1/2025 |
 Vanguard Small-Cap Value ETF (VBR) | 0.16% | 0% | 84.37% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 6.99% | 8.3% |
| Vanguard FTSE Europe ETF (VGK) | 6.68% | 6.61% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 5.86% | 6.46% |
| Vanguard Total World Stock ETF (VT.US) | 4.52% | 4.75% |
| Vanguard Total Bond Market ETF (BND) | 3.95% | 3.51% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 3.92% | 3.47% |
| iShares MSCI ACWI Index Fund (ACWI) | 3.26% | 3.43% |
| Vanguard Total International Bond ETF (BNDX) | 3.82% | 3.42% |
| iShares Core International Aggregate Bond ETF (IAGG) | 3.82% | 3.42% |
| Ishares MSCI JAPAN ETF (EWJ) | 2.75% | 2.84% |
| iShares Core MSCI Europe ETF (IEUR) | 2.88% | 2.82% |
| Vanguard FTSE Emerging Markets (VWO) | 2.79% | 2.75% |
| Vanguard S&P 500 Value ETF (VOOV) | 2.28% | 2.45% |
| Alphabet (GOOG) | 1.48% | 1.83% |
| Technology Select Sector SPDR (XLK) | 1.39% | 1.8% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.96% | 1.75% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.29% | 1.55% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.67% | 1.53% |
| Consumer Discret Select Sector SPDR (XLY) | 1.21% | 1.52% |
| Vanguard Total Stock Market ETF (VTI) | 1.26% | 1.48% |
| Financial Select Sector SPDR (XLF) | 1.24% | 1.46% |
| iShares MSCI Germany ETF (EWG) | 1.32% | 1.44% |
| Industrial Select Sector SPDR (XLI) | 1.29% | 1.44% |
| SPDR Gold (GLD) | 1.25% | 1.37% |
| iShares MSCI Switzerland ETF (EWL) | 1.19% | 1.16% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.25% | 1.16% |
| Materials Select Sector SPDR (XLB) | 1.21% | 1.13% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.18% | 1.13% |
| iShares MSCI China ETF (MCHI) | 1.12% | 1.12% |
| Consumer Staples Select Sector SPDR (XLP) | 1.13% | 1.09% |
| Vanguard Real Estate ETF (VNQ) | 1.1% | 1.08% |
| iShares MSCI South Korea ETF (EWY) | 1.21% | 0.97% |
| Energy Select Sector SPDR (XLE) | 1.14% | 0.95% |
| Microsoft (MSFT) | 1.04% | 0.95% |
| iShares Select Dividend ETF (DVY) | 0.76% | 0.75% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.76% | 0.75% |
| Schwab US Dividend Equity ETF (SCHD) | 0.77% | 0.75% |
| Vanguard Mid-Cap ETF (VO) | 0.62% | 0.67% |
| iShares Global clean energy ETF (ICLN) | 0.97% | 0.61% |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.6% | 0.61% |
| Vanguard Value ETF (VTV) | 0.6% | 0.61% |
| Vanguard Small-Cap ETF (VB) | 0.54% | 0.58% |
| Utilities Select Sector SPDR (XLU) | 0.56% | 0.57% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.57% | 0.54% |
| iShares Global Healthcare ETF (IXJ) | 0.58% | 0.53% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.56% | 0.52% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.57% | 0.52% |
| SPDR Bloomberg Barclays High Yield Bond ETF (JNK) | 0.56% | 0.51% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.56% | 0.51% |
| Vanguard Short-Term Corporate (VCSH) | 0.55% | 0.5% |
| iShares Global REIT ETF (REET) | 0.4% | 0.39% |
| Vanguard Small-Cap Value ETF (VBR) | 0.21% | 0.22% |
| Vanguard Mid-Cap Value ETF (VOE) | 0.21% | 0.21% |
| Invesco DB Agriculture Fund (DBA) | 0.21% | 0.2% |