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Portfolio Diversification
Range
Most Diversified
54 instruments
April 30, 2024
Least Diversified
0 instruments
February 2, 2025
Average
48 instruments
Most Consistent Holdings
Top 5
GLD99.85%
AGG99.85%
VT.US99.85%
ACWI99.85%
BND99.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total World Stock ETF (VT.US) | 6.63% | 4.79% | 99.85% | - |
 Vanguard S&P 500 ETF (VOO) | 6.27% | 7.93% | 88.76% | - |
 Vanguard FTSE Europe ETF (VGK) | 5.93% | 7.33% | 88.83% | - |
| iShares MSCI ACWI Index Fund (ACWI) | 5.59% | 3.45% | 99.85% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 4.43% | 6.15% | 78.32% | - |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 3.69% | 2.97% | 99.85% | - |
| Vanguard Total Bond Market ETF (BND) | 3.35% | 3% | 99.85% | - |
 iShares Core International Aggregate Bond ETF (IAGG) | 2.87% | 2.85% | 88.83% | - |
 Vanguard Total International Bond ETF (BNDX) | 2.87% | 2.8% | 88.83% | - |
 iShares Core MSCI Europe ETF (IEUR) | 2.54% | 3.13% | 88.83% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 2.41% | 3.02% | 88.83% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.34% | 2.83% | 88.83% | - |
| SPDR Gold (GLD) | 2.19% | 2.17% | 99.85% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 1.95% | 2.33% | 88.83% | - |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.49% | 1.49% | 88.83% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.3% | 1.3% | 88.83% | - |
 Alphabet (GOOG) | 1.26% | 2.39% | 78.32% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.17% | 1.28% | 88.83% | - |
 State Street Industrial Select Sector SPDR ETF (XLI) | 1.13% | 0.7% | 88.83% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.12% | 1.41% | 88.83% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.09% | 1.28% | 88.83% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.08% | 0.77% | 88.83% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.07% | 1.27% | 88.83% | - |
 iShares MSCI South Korea ETF (EWY) | 1.07% | 2.07% | 88.83% | - |
 iShares MSCI Germany ETF (EWG) | 1.06% | 0.69% | 88.83% | - |
 iShares MSCI Switzerland ETF (EWL) | 1.05% | 1.29% | 88.83% | - |
 Vanguard Value ETF (VTV) | 1.01% | 0.6% | 99.27% | - |
 iShares MSCI China ETF (MCHI) | 0.98% | 1.12% | 88.83% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.97% | 1.23% | 88.83% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.96% | 0.51% | 88.83% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.89% | 1% | 88.83% | - |
 Vanguard Real Estate ETF (VNQ) | 0.89% | 0.95% | 88.83% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.83% | 1.33% | 78.32% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.82% | 1.03% | 88.83% | - |
 iShares Global clean energy ETF (ICLN) | 0.69% | 0.78% | 88.83% | - |
 iShares Select Dividend ETF (DVY) | 0.61% | 0.73% | 88.83% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.61% | 0.72% | 88.76% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.6% | 0.68% | 88.83% | - |
 Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.55% | 0.81% | 88.83% | - |
 Vanguard Mid-Cap ETF (VO) | 0.53% | 0.63% | 88.83% | - |
 Microsoft (MSFT) | 0.47% | 0.75% | 49.23% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.47% | 0.59% | 88.83% | - |
 iShares Global Healthcare ETF (IXJ) | 0.46% | 0.5% | 88.83% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.46% | 0.48% | 88.83% | - |
 Vanguard Small-Cap ETF (VB) | 0.45% | 0.55% | 88.83% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.45% | 0.49% | 88.83% | - |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.44% | 0.45% | 88.83% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.43% | 0.43% | 88.83% | - |
 SPDR Bloomberg High Yield Bond ETF (JNK) | 0.42% | 0.43% | 88.83% | - |
 Vanguard Short-Term Corporate (VCSH) | 0.42% | 0.42% | 88.83% | - |
 iShares Global REIT ETF (REET) | 0.33% | 0.36% | 88.76% | - |
 Invesco DB Agriculture Fund (DBA) | 0.31% | 0.16% | 99.19% | - |
 Vanguard Mid-Cap Value ETF (VOE) | 0.17% | 0.21% | 88.83% | - |
 Vanguard Small-Cap Value ETF (VBR) | 0.17% | 0.2% | 88.83% | - |
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) | 6.75% | 8.17% |
| Vanguard FTSE Europe ETF (VGK) | 6.45% | 7.35% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 5.66% | 6.3% |
| Vanguard Total World Stock ETF (VT.US) | 4.37% | 4.82% |
| iShares MSCI ACWI Index Fund (ACWI) | 3.15% | 3.49% |
| iShares Core MSCI Europe ETF (IEUR) | 2.78% | 3.14% |
| Vanguard Total Bond Market ETF (BND) | 3.81% | 3.06% |
| iShares Core U.S. Aggregate Bond ETF (AGG) | 3.79% | 3.03% |
| iShares Core International Aggregate Bond ETF (IAGG) | 3.69% | 2.89% |
| Ishares MSCI JAPAN ETF (EWJ) | 2.66% | 2.89% |
| Vanguard Total International Bond ETF (BNDX) | 3.69% | 2.85% |
| Vanguard FTSE Emerging Markets (VWO) | 2.7% | 2.83% |
| Alphabet (GOOG) | 1.43% | 2.56% |
| Vanguard S&P 500 Value ETF (VOOV) | 2.21% | 2.3% |
| SPDR Gold (GLD) | 1.2% | 1.89% |
| iShares MSCI South Korea ETF (EWY) | 1.17% | 1.56% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 1.9% | 1.52% |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.24% | 1.47% |
| Vanguard Total Stock Market ETF (VTI) | 1.21% | 1.45% |
| State Street Industrial Select Sector SPDR ETF (XLI) | 1.24% | 1.43% |
| State Street Financial Select Sector SPDR ETF (XLF) | 1.19% | 1.4% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.17% | 1.36% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.62% | 1.33% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.2% | 1.3% |
| iShares MSCI Switzerland ETF (EWL) | 1.15% | 1.28% |
| iShares MSCI China ETF (MCHI) | 1.08% | 1.22% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.14% | 1.2% |
| State Street Materials Select Sector SPDR ETF (XLB) | 1.17% | 1.03% |
| Microsoft (MSFT) | 1% | 0.92% |
| Vanguard Real Estate ETF (VNQ) | 1.06% | 0.91% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.09% | 0.91% |
| State Street Technology Select Sector SPDR ETF (XLK) | 0.76% | 0.83% |
| State Street Energy Select Sector SPDR ETF (XLE) | 1.1% | 0.83% |
| Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF (XS6R.L) | 0.58% | 0.75% |
| iShares Global clean energy ETF (ICLN) | 0.93% | 0.74% |
| iShares MSCI Germany ETF (EWG) | 0.69% | 0.72% |
| iShares Select Dividend ETF (DVY) | 0.73% | 0.68% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.73% | 0.64% |
| Schwab US Dividend Equity ETF (SCHD) | 0.74% | 0.64% |
| Vanguard Mid-Cap ETF (VO) | 0.6% | 0.62% |
| Vanguard Value ETF (VTV) | 0.58% | 0.58% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.54% | 0.55% |
| Vanguard Small-Cap ETF (VB) | 0.52% | 0.53% |
| iShares Global Healthcare ETF (IXJ) | 0.56% | 0.51% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 0.55% | 0.5% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.55% | 0.49% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.54% | 0.48% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.54% | 0.45% |
| SPDR Bloomberg High Yield Bond ETF (JNK) | 0.54% | 0.44% |
| Vanguard Short-Term Corporate (VCSH) | 0.53% | 0.43% |
| iShares Global REIT ETF (REET) | 0.39% | 0.35% |
| Vanguard Mid-Cap Value ETF (VOE) | 0.2% | 0.2% |
| Vanguard Small-Cap Value ETF (VBR) | 0.2% | 0.2% |
| Invesco DB Agriculture Fund (DBA) | 0.2% | 0.17% |
Cash & Instruments Over Time
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