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Portfolio Diversification
Range
Most Diversified
95 instruments
May 25, 2024
Least Diversified
0 instruments
January 12, 2024
Average
40.9 instruments
Most Consistent Holdings
Top 5
GOOG66.88%
AMZN65.34%
NVDA62%
MRK62%
BABA61.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 12, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Gold (GLD) | 5.59% | 12.99% | 46.21% | - |
 Bitcoin (BTC) | 3.11% | 0% | 21.05% | 10/1/2024 |
| NVIDIA (NVDA) | 2.62% | 1.27% | 62% | - |
 Microsoft (MSFT) | 2.39% | 1.51% | 37.74% | - |
| Alibaba (BABA) | 1.89% | 1.15% | 61.23% | - |
 Meta (META) | 1.89% | 0% | 19.51% | 8/5/2024 |
 Invesco QQQ (QQQ) | 1.77% | 6.26% | 49.81% | - |
| Amazon (AMZN) | 1.51% | 0.15% | 65.34% | - |
| Alphabet (GOOG) | 1.5% | 2.1% | 66.88% | - |
 Berkshire Hathaway (BRK.B) | 1.47% | 0.83% | 48.01% | - |
 Vanguard S&P 500 ETF (VOO) | 1.41% | 4.45% | 49.68% | - |
| Merck (MRK) | 1.23% | 0% | 62% | 2/9/2026 |
 PDD Holdings (PDD) | 1.21% | 0.56% | 57.89% | - |
 Baidu (BIDU) | 1.21% | 0.93% | 46.21% | - |
 iShares US Aerospace & Defense ETF (ITA) | 1.16% | 2.45% | 46.08% | - |
 iShares MSCI China ETF (MCHI) | 1.14% | 1.24% | 46.21% | - |
 KraneShares CSI China Internet (KWEB) | 1.13% | 0.96% | 46.08% | - |
 iShares China Large-Cap ETF (FXI) | 1.12% | 1.24% | 46.21% | - |
 Novo-Nordisk (NVO) | 0.99% | 1.46% | 59.69% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.96% | 5.16% | 28.63% | - |
 Apple (AAPL) | 0.94% | 0.76% | 40.44% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.93% | 2.47% | 46.21% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.85% | 2.64% | 43.39% | - |
 Tesla (TSLA) | 0.68% | 0% | 20.03% | 3/6/2025 |
 Vanguard Small-Cap ETF (VB) | 0.67% | 1.53% | 49.68% | - |
 SPDR S&P Bank ETF (KBE) | 0.62% | 0.96% | 46.08% | - |
 Monolithic Power (MPWR) | 0.59% | 2.68% | 30.04% | - |
 Cal-Maine Foods (CALM) | 0.59% | 0% | 45.06% | 2/6/2026 |
 Deckers (DECK) | 0.59% | 1.91% | 48.14% | - |
 Visa (V) | 0.56% | 0.55% | 53.79% | - |
 Progressive (PGR) | 0.53% | 0.12% | 46.21% | - |
 Fortinet (FTNT) | 0.51% | 2.08% | 47.24% | - |
 Netflix (NFLX) | 0.5% | 1.74% | 40.44% | - |
 Adobe (ADBE) | 0.5% | 0.3% | 50.32% | - |
 Thermo Fisher (TMO) | 0.45% | 0% | 18.1% | 1/31/2025 |
 Dell (DELL) | 0.44% | 0% | 7.96% | 8/28/2024 |
 IBM (IBM) | 0.43% | 0% | 13.09% | 8/5/2024 |
 Nu (NU) | 0.42% | 0% | 5.13% | 5/3/2024 |
 Intel (INTC) | 0.42% | 0% | 11.17% | 10/31/2024 |
 ASML (ASML) | 0.41% | 0% | 38.64% | 2/9/2026 |
 Exelixis (EXEL) | 0.41% | 1.8% | 42.23% | - |
 Kinsale (KNSL) | 0.4% | 1.73% | 29.65% | - |
 Wells Fargo (WFC) | 0.38% | 0% | 15.4% | 11/15/2024 |
 Honda (HMC) | 0.38% | 0% | 17.07% | 7/7/2025 |
 BHP (BHP) | 0.36% | 0% | 12.07% | 12/6/2024 |
 PepsiCo (PEP) | 0.36% | 0% | 51.6% | 2/2/2026 |
 Chipotle (CMG) | 0.35% | 0% | 46.98% | 2/6/2026 |
 Linde (LIN) | 0.33% | 0% | 14.76% | 3/18/2025 |
 Telkom Indonesia (TLK) | 0.33% | 0% | 17.72% | 7/7/2025 |
 Lululemon (LULU) | 0.32% | 0% | 31.58% | 12/29/2025 |
 Applied Materials (AMAT) | 0.32% | 0% | 11.81% | 10/31/2024 |
 Genmab (GMAB.US) | 0.31% | 0% | 21.05% | 8/1/2025 |
 Coinbase (COIN) | 0.3% | 0% | 24.26% | 6/23/2025 |
 Caterpillar (CAT) | 0.3% | 0% | 16.3% | 3/6/2025 |
 Texas Roadhouse (TXRH) | 0.3% | 1.05% | 39.41% | - |
 Palo Alto Networks (PANW) | 0.29% | 0% | 13.86% | 3/6/2025 |
 Qualcomm (QCOM) | 0.29% | 0% | 30.42% | 12/26/2025 |
 iShares MSCI Mexico ETF (EWW) | 0.29% | 0.64% | 43.39% | - |
 Ishares Latin America 40 Etf (ILF.US) | 0.26% | 0.63% | 43.39% | - |
 Intuit (INTU) | 0.26% | 1.15% | 14.89% | - |
 Nice (NICE) | 0.26% | 0% | 45.57% | 2/12/2026 |
 Toyota (TM) | 0.26% | 0% | 16.94% | 5/5/2025 |
 TSMC (TSM) | 0.25% | 0.23% | 39.41% | - |
 Booking (BKNG) | 0.24% | 0% | 11.94% | 9/4/2024 |
 Paycom (PAYC) | 0.23% | 0% | 38.51% | 2/6/2026 |
 UnitedHealth (UNH) | 0.23% | 0.38% | 39.67% | - |
 GigaCloud (GCT) | 0.22% | 0% | 9.76% | 8/15/2024 |
 AstraZeneca (AZN) | 0.22% | 0% | 21.31% | 8/1/2025 |
 Abbott (ABT) | 0.22% | 0% | 36.59% | 2/6/2026 |
 ResMed (RMD) | 0.21% | 0% | 25.93% | 2/6/2026 |
 ASUR (ASR) | 0.21% | 0% | 17.46% | 8/1/2025 |
 Travelers (TRV) | 0.2% | 1.07% | 28.11% | - |
 TotalEnergies (TTE) | 0.2% | 0% | 10.91% | 9/25/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.19% | 0.63% | 32.22% | - |
 Arch Capital (ACGL) | 0.19% | 1.14% | 27.09% | - |
 Neurocrine Biosciences (NBIX) | 0.19% | 0% | 17.07% | 7/7/2025 |
 Nike (NKE) | 0.18% | 0% | 12.58% | 9/30/2024 |
 Pfizer (PFE) | 0.18% | 0% | 10.91% | 12/12/2024 |
 AMD (AMD) | 0.18% | 0% | 11.81% | 1/27/2025 |
 Chevron (CVX) | 0.18% | 0% | 12.58% | 9/26/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.18% | 0.66% | 43.39% | - |
 NYT (NYT) | 0.18% | 0% | 18.1% | 8/6/2025 |
 Occidental (OXY) | 0.17% | 0% | 1.16% | 9/4/2024 |
 Citi (C) | 0.15% | 0% | 2.95% | 8/23/2024 |
 Eli Lilly (LLY) | 0.15% | 0% | 8.34% | 12/9/2024 |
 JPMorgan (JPM) | 0.15% | 0% | 11.68% | 9/30/2024 |
 ServiceNow (NOW) | 0.15% | 0% | 13.09% | 2/26/2025 |
 FactSet (FDS) | 0.15% | 0% | 12.71% | 12/29/2025 |
 Zoetis (ZTS) | 0.15% | 0% | 42.88% | 2/6/2026 |
 DaVita (DVA) | 0.15% | 0% | 32.99% | 2/6/2026 |
 Shell (SHEL) | 0.14% | 0% | 10.53% | 9/26/2024 |
 Qualys (QLYS) | 0.14% | 0% | 21.95% | 12/26/2025 |
 ExxonMobil (XOM) | 0.13% | 0% | 14.12% | 3/6/2025 |
 Salesforce (CRM) | 0.13% | 0% | 9.88% | 11/15/2024 |
 InterDigital (IDCC) | 0.12% | 0% | 17.07% | 9/30/2025 |
 AbbVie (ABBV) | 0.12% | 0% | 11.3% | 12/12/2024 |
 Accenture (ACN) | 0.12% | 0% | 37.87% | 2/5/2026 |
 Mastercard (MA) | 0.12% | 0% | 9.5% | 8/5/2024 |
 Amgen (AMGN) | 0.11% | 0% | 11.3% | 1/31/2025 |
 Union Pacific (UNP) | 0.11% | 0% | 9.37% | 8/5/2024 |
 Jack Henry (JKHY) | 0.11% | 0% | 17.72% | 7/7/2025 |
 PLDT (PHI) | 0.11% | 0% | 17.07% | 8/1/2025 |
 Booz Allen (BAH) | 0.1% | 0% | 14.12% | 1/20/2026 |
 Uber (UBER) | 0.1% | 0% | 11.68% | 8/5/2024 |
 Vanguard Growth ETF (VUG) | 0.1% | 0% | 3.59% | 5/3/2024 |
 Lockheed Martin (LMT) | 0.1% | 0% | 5.13% | 3/6/2025 |
 Molina (MOH) | 0.1% | 0% | 27.21% | 2/6/2026 |
 American Express (AXP) | 0.09% | 0% | 9.37% | 8/5/2024 |
 PayPal (PYPL) | 0.09% | 0% | 2.31% | 4/19/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.09% | 0% | 3.59% | 5/3/2024 |
 W. R. Berkley (WRB.US) | 0.09% | 0% | 20.8% | 2/6/2026 |
 ARM (ARM) | 0.09% | 0% | 3.21% | 8/27/2024 |
 KB Home (KBH) | 0.09% | 0% | 6.29% | 4/9/2025 |
 Oracle (ORCL) | 0.08% | 0% | 11.3% | 8/5/2024 |
 Medpace (MEDP) | 0.08% | 0% | 11.3% | 7/7/2025 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 9.37% | 8/5/2024 |
 Comcast (CMCSA) | 0.08% | 0% | 37.48% | 2/6/2026 |
 Procter & Gamble (PG) | 0.08% | 0% | 9.37% | 8/5/2024 |
 Kenvue (KVUE) | 0.08% | 0% | 1.54% | 7/23/2024 |
 McDonald's (MCD) | 0.08% | 0% | 9.37% | 8/5/2024 |
 Atmos (ATO) | 0.07% | 0% | 17.59% | 7/7/2025 |
 Infosys (INFY) | 0.07% | 0% | 14.25% | 7/7/2025 |
 Reddit Inc (RDDT) | 0.07% | 0% | 0.64% | 4/1/2024 |
 Palantir (PLTR) | 0.07% | 0% | 0.77% | 3/15/2024 |
 Chewy (CHWY) | 0.07% | 0% | 2.31% | 4/30/2024 |
 Grayscale Bitcoin Mini Trust (BTC.US) | 0.07% | 2.01% | 3.59% | - |
 Appfolio (APPF) | 0.07% | 0% | 6.16% | 4/9/2025 |
 Home Depot (HD) | 0.06% | 0% | 9.37% | 8/5/2024 |
 Itau Unibanco (ITUB) | 0.06% | 0% | 8.22% | 4/25/2025 |
 RBC (RY) | 0.06% | 0% | 9.37% | 8/5/2024 |
 Danaher (DHR) | 0.06% | 0% | 10.14% | 11/12/2024 |
 Trex (TREX) | 0.06% | 0% | 3.34% | 3/18/2025 |
 PulteGroup (PHM) | 0.06% | 0% | 17.72% | 7/7/2025 |
 NewMarket (NEU) | 0.06% | 0% | 6.42% | 4/25/2025 |
 T-Mobile (TMUS) | 0.06% | 0% | 9.88% | 11/15/2024 |
 Disney (DIS) | 0.06% | 0% | 9.37% | 8/5/2024 |
 Goosehead Insurance (GSHD) | 0.06% | 0% | 2.05% | 2/19/2025 |
 Hershey (HSY) | 0.06% | 0% | 5.78% | 4/9/2025 |
 Badger Meter (BMI) | 0.05% | 1.14% | 5.26% | - |
 Walmart (WMT) | 0.05% | 0% | 9.37% | 8/5/2024 |
 Western Midstream (WES) | 0.05% | 0% | 30.94% | 11/17/2025 |
 ITT (ITT) | 0.05% | 0% | 4.36% | 3/18/2025 |
 ZTO Express (ZTO) | 0.05% | 0% | 3.21% | 8/1/2025 |
 HealthEquity (HQY) | 0.05% | 0% | 1.54% | 4/1/2024 |
 JinkoSolar (JKS) | 0.05% | 0% | 1.54% | 4/1/2024 |
 Erie Insurance (ERIE) | 0.05% | 0% | 5.26% | 8/1/2025 |
 Inter Parfums (IPAR) | 0.05% | 0% | 14.25% | 7/7/2025 |
 Darden (DRI) | 0.05% | 0% | 1.41% | 4/1/2024 |
 Roblox (RBLX) | 0.05% | 0% | 1.67% | 5/23/2024 |
 Titan Machinery (TITN) | 0.05% | 0% | 1.41% | 4/1/2024 |
 Ross Stores (ROST) | 0.04% | 0% | 17.46% | 8/1/2025 |
 Pagseguro (PAGS) | 0.04% | 0% | 8.22% | 9/9/2025 |
 Axos Financial (AX) | 0.04% | 0% | 2.44% | 2/19/2025 |
 LVMH (MC.PA) | 0.04% | 0% | 9.24% | 8/5/2024 |
 Verizon (VZ) | 0.04% | 0% | 9.37% | 8/5/2024 |
 The Hartford (HIG) | 0.04% | 0.46% | 9.5% | - |
 Baker Hughes (BKR) | 0.04% | 0% | 16.56% | 7/7/2025 |
 Tradeweb (TW) | 0.04% | 0% | 2.44% | 2/19/2025 |
 Palomar Holdings (PLMR) | 0.04% | 0% | 3.47% | 3/18/2025 |
 Synopsys (SNPS) | 0.04% | 0% | 3.47% | 3/18/2025 |
 Cemig (CIG) | 0.04% | 0% | 8.34% | 9/10/2025 |
 HSBC (HSBC) | 0.04% | 0% | 9.37% | 8/5/2024 |
 Manhattan Associates (MANH) | 0.04% | 0% | 1.67% | 3/6/2025 |
 Samsung (SMSN.L) | 0.04% | 0% | 9.24% | 8/5/2024 |
 Tencent (0700.HK) | 0.04% | 0% | 9.37% | 8/6/2024 |
 Bank of America (BAC) | 0.04% | 0% | 9.63% | 11/15/2024 |
 Costco (COST) | 0.04% | 0% | 9.37% | 8/5/2024 |
 Intuitive Surgical (ISRG) | 0.04% | 0% | 9.88% | 11/15/2024 |
 SEI (SEIC) | 0.04% | 0% | 10.91% | 12/26/2025 |
 PTC (PTC) | 0.04% | 1.27% | 2.82% | - |
 Donaldson (DCI) | 0.04% | 0% | 3.34% | 3/18/2025 |
 Trade Desk (TTD) | 0.04% | 1.35% | 2.82% | - |
 Estee Lauder (EL) | 0.04% | 0% | 1.8% | 5/23/2024 |
 CVS Health (CVS) | 0.03% | 0% | 1.28% | 5/23/2024 |
 HDFC (HDB) | 0.03% | 0% | 14.25% | 7/7/2025 |
 Krystal Biotech (KRYS) | 0.03% | 0% | 1.16% | 2/19/2025 |
 Enterprise Products (EPD) | 0.03% | 0% | 11.42% | 7/7/2025 |
 Check Point (CHKP) | 0.03% | 0% | 5.01% | 2/6/2026 |
 Philip Morris (PM) | 0.03% | 0% | 9.37% | 8/5/2024 |
 Nestle (NESN.ZU) | 0.03% | 0% | 9.24% | 8/5/2024 |
 Colgate (CL) | 0.03% | 0% | 27.09% | 2/6/2026 |
 Airbnb (ABNB) | 0.03% | 0% | 1.16% | 5/22/2024 |
 Copart (CPRT) | 0.03% | 1.15% | 2.82% | - |
 Crocs (CROX) | 0.03% | 0% | 1.03% | 5/3/2024 |
 Coca-Cola (KO) | 0.03% | 0% | 9.37% | 8/5/2024 |
 Herc Holdings (HRI) | 0.03% | 0% | 2.05% | 2/19/2025 |
 Trimble (TRMB) | 0.03% | 0% | 1.03% | 5/23/2024 |
 Novartis (NVS) | 0.03% | 0% | 9.37% | 8/5/2024 |
 NetEase (NTES) | 0.03% | 0% | 27.6% | 2/9/2026 |
 Green Brick (GRBK) | 0.03% | 0% | 17.72% | 7/7/2025 |
 Charles Schwab (SCHW) | 0.03% | 0% | 1.28% | 4/19/2024 |
 ADP (ADP) | 0.03% | 0% | 8.47% | 7/7/2025 |
 SABESP (SBS) | 0.03% | 0% | 6.8% | 8/13/2025 |
 Reliance (RIGD.L) | 0.03% | 0% | 9.24% | 8/5/2024 |
 SK Telecom (SKM) | 0.03% | 0% | 11.42% | 7/7/2025 |
 Hermes (RMS.PA) | 0.03% | 0% | 9.24% | 8/5/2024 |
 L'Oréal (OR.PA) | 0.02% | 0% | 9.24% | 8/5/2024 |
 Brown & Brown (BRO) | 0.02% | 0% | 2.05% | 2/19/2025 |
 SAP (SAP) | 0.02% | 0% | 9.37% | 8/5/2024 |
 Solana (SOL) | 0.02% | 0% | 0.77% | 3/25/2024 |
 Cisco (CSCO) | 0.02% | 0% | 9.37% | 8/5/2024 |
 PetroChina (00857.HK) | 0.02% | 0% | 9.37% | 8/6/2024 |
 Morgan Stanley (MS) | 0.02% | 0% | 9.63% | 11/15/2024 |
 Agnico Eagle (AEM) | 0.02% | 0% | 3.21% | 8/1/2025 |
 Five Below (FIVE) | 0.02% | 0% | 0.64% | 4/1/2024 |
 Emcor (EME) | 0.02% | 0% | 2.44% | 2/19/2025 |
 Bristol-Myers Squibb (BMY) | 0.02% | 0% | 0.77% | 5/20/2024 |
 Credicorp (BAP) | 0.02% | 0% | 0.77% | 5/23/2024 |
 State Street (STT) | 0.02% | 0% | 1.03% | 4/17/2024 |
 Broadcom (AVGO) | 0.02% | 0% | 2.57% | 6/13/2024 |
 Tecnoglass (TGLS) | 0.02% | 0.68% | 2.82% | - |
 Roche (ROG.ZU) | 0.02% | 0% | 7.06% | 7/19/2024 |
 Insulet (PODD) | 0.02% | 0% | 2.31% | 3/18/2025 |
 Datadog (DDOG) | 0.02% | 0% | 2.05% | 5/23/2024 |
 BlackStone (BX) | 0.02% | 0% | 9.37% | 8/5/2024 |
 GE (GE) | 0.02% | 0% | 9.37% | 8/5/2024 |
 Builders FirstSource (BLDR) | 0.02% | 0% | 0.64% | 5/20/2024 |
 Futu (FUTU) | 0.02% | 0% | 3.21% | 8/1/2025 |
 Signet (SIG) | 0.02% | 0% | 0.26% | 3/22/2024 |
 Arista (ANET) | 0.02% | 0% | 8.6% | 5/5/2025 |
 Texas Instruments (TXN) | 0.02% | 0% | 9.37% | 8/5/2024 |
 S&P Global (SPGI) | 0.02% | 0% | 9.37% | 8/5/2024 |
 Bank of China (3988.HK) | 0.02% | 0% | 9.37% | 8/6/2024 |
 Dior (CDI.PA) | 0.02% | 0% | 9.24% | 8/5/2024 |
 Allegion (ALLE) | 0.02% | 0% | 2.31% | 3/18/2025 |
 RB Global (RBA) | 0.02% | 0% | 2.44% | 2/19/2025 |
 Gold Fields (GFI) | 0.02% | 0% | 9.88% | 7/7/2025 |
 ATN (ATNI) | 0.02% | 0% | 1.03% | 5/16/2024 |
 Vale (VALE) | 0.02% | 0% | 0.64% | 2/24/2025 |
 Siemens Energy (ENR.DE) | 0.02% | 0% | 9.24% | 8/5/2024 |
 BlackRock (BLK) | 0.02% | 0% | 0.77% | 4/15/2024 |
 Inditex (ITX.MC) | 0.01% | 0% | 9.24% | 8/5/2024 |
 Aflac (AFL) | 0.01% | 0% | 8.09% | 7/7/2025 |
 Amphenol (APH) | 0.01% | 0% | 2.44% | 2/19/2025 |
 Aaon (AAON) | 0.01% | 0% | 2.44% | 2/19/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.01% | 0% | 2.05% | 2/19/2025 |
 Heico (HEI) | 0.01% | 0% | 1.67% | 2/19/2025 |
 Eaton (ETN) | 0.01% | 0% | 2.44% | 2/19/2025 |
 Universal Display (OLED) | 0.01% | 0% | 1.54% | 3/18/2025 |
 Taylor Morrison (TMHC) | 0.01% | 0% | 2.82% | 4/9/2025 |
 Tyler (TYL) | 0.01% | 0% | 2.05% | 2/19/2025 |
 BioNTech SE (BNTX) | 0.01% | 0% | 0.39% | 5/9/2024 |
 American Tower (AMT) | 0.01% | 0% | 2.18% | 4/4/2025 |
 Bentley Systems (BSY) | 0.01% | 0% | 0.39% | 2/24/2025 |
 Pricesmart (PSMT) | 0.01% | 0% | 1.67% | 3/18/2025 |
 M/I Homes (MHO) | 0.01% | 0% | 2.44% | 2/19/2025 |
 AptarGroup (ATR) | 0.01% | 0% | 2.82% | 4/9/2025 |
 Vertiv (VRT) | 0.01% | 0% | 2.44% | 2/19/2025 |
 Paychex (PAYX) | 0.01% | 0% | 0.39% | 4/5/2024 |
 Simply Good Foods (SMPL) | 0.01% | 0% | 0.39% | 4/5/2024 |
 Rigetti (RGTI) | 0.01% | 0.27% | 2.82% | - |
 ICICI Bank (IBN) | 0.01% | 0% | 0.9% | 3/21/2025 |
 D-Wave (QBTS) | 0.01% | 0.24% | 2.82% | - |
 Toll Brothers (TOL) | 0.01% | 0% | 0.64% | 2/24/2025 |
 Hubbell (HUBB) | 0.01% | 0% | 2.44% | 2/19/2025 |
 LeMaitre Vascular (LMAT) | 0.01% | 0% | 2.05% | 2/19/2025 |
 AST SpaceMobile (ASTS) | 0.01% | 0.22% | 2.82% | - |
 Joby Aviation (JOBY) | 0.01% | 0.2% | 2.82% | - |
 Virgin Galactic (SPCE) | 0.01% | 0.2% | 2.7% | - |
 Southern Copper (SCCO) | 0.01% | 0% | 2.82% | 4/9/2025 |
 Constellation Brands (STZ) | 0.01% | 0% | 0.26% | 4/11/2024 |
 Levi's (LEVI) | 0.01% | 0% | 0.26% | 4/4/2024 |
 Lamb Weston (LW) | 0% | 0% | 0.26% | 4/4/2024 |
 Mizuho Financial Group (MFG) | 0% | 0% | 3.34% | 5/5/2025 |
 Tyson Foods (TSN) | 0% | 0% | 0.39% | 5/10/2024 |
 Raymond James (RJF) | 0% | 0% | 3.34% | 5/5/2025 |
 US Lime (USLM) | 0% | 0.14% | 2.82% | - |
 Charles River Labs (CRL) | 0% | 0% | 0.13% | 5/17/2024 |
 Aon (AON) | 0% | 0% | 0.13% | 5/22/2024 |
 Axon (AXON) | 0% | 0% | 0.26% | 5/10/2024 |
 Stride (LRN) | 0% | 0% | 2.18% | 4/4/2025 |
 Delta (DAL) | 0% | 0% | 0.13% | 4/10/2024 |
 Dave & Buster's (PLAY) | 0% | 0% | 0.13% | 4/3/2024 |
 ConocoPhillips (COP) | 0% | 0% | 0.13% | 5/7/2024 |
 Main Street Capital (MAIN) | 0% | 0% | 2.82% | 4/9/2025 |
 BancFirst (BANF) | 0% | 0% | 2.05% | 2/19/2025 |
 CME Group (CME) | 0% | 0% | 1.28% | 3/6/2025 |
 Woodward (WWD) | 0% | 0% | 1.28% | 3/6/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0% | 0.06% | 1.41% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 8.55% | 11.61% |
| Invesco QQQ (QQQ) | 5.02% | 5.33% |
| Vanguard S&P 500 Growth ETF (VOOG) | 4.22% | 4.16% |
| Vanguard S&P 500 ETF (VOO) | 3.73% | 3.88% |
| Vanguard FTSE Emerging Markets (VWO) | 2.72% | 2.79% |
| Alphabet (GOOG) | 1.43% | 2.45% |
| Novo-Nordisk (NVO) | 2.98% | 2.41% |
| Progressive (PGR) | 2.71% | 2.37% |
| Monolithic Power (MPWR) | 2.13% | 2.22% |
| KraneShares CSI China Internet (KWEB) | 2.47% | 2.13% |
| Deckers (DECK) | 2.27% | 2.11% |
| iShares China Large-Cap ETF (FXI) | 2.1% | 2.03% |
| iShares MSCI China ETF (MCHI) | 2.04% | 2.02% |
| Alibaba (BABA) | 2.07% | 1.97% |
| PDD Holdings (PDD) | 2.27% | 1.94% |
| Kinsale (KNSL) | 1.95% | 1.67% |
| Cal-Maine Foods (CALM) | 2.34% | 1.67% |
| Merck (MRK) | 1.6% | 1.67% |
| Fortinet (FTNT) | 1.97% | 1.62% |
| Baidu (BIDU) | 1.33% | 1.6% |
| iShares US Aerospace & Defense ETF (ITA) | 1.17% | 1.56% |
| Paycom (PAYC) | 1.87% | 1.56% |
| State Street Energy Select Sector SPDR ETF (XLE) | 1.58% | 1.53% |
| Apple (AAPL) | 1.26% | 1.5% |
| Abbott (ABT) | 1.53% | 1.38% |
| Berkshire Hathaway (BRK.B) | 1.42% | 1.37% |
| ResMed (RMD) | 1.44% | 1.33% |
| NVIDIA (NVDA) | 0.91% | 1.26% |
| Vanguard Small-Cap ETF (VB) | 1.15% | 1.22% |
| Texas Roadhouse (TXRH) | 1.2% | 1.12% |
| Arch Capital (ACGL) | 1.03% | 1% |
| SPDR S&P Bank ETF (KBE) | 0.93% | 0.98% |
| Nice (NICE) | 1.21% | 0.97% |
| Chipotle (CMG) | 1.08% | 0.89% |
| Booz Allen (BAH) | 0.98% | 0.79% |
| ASML (ASML) | 0.58% | 0.74% |
| Vanguard FTSE Europe ETF (VGK) | 0.69% | 0.71% |
| iShares MSCI Mexico ETF (EWW) | 0.56% | 0.7% |
| Check Point (CHKP) | 0.75% | 0.68% |
| UnitedHealth (UNH) | 0.65% | 0.67% |
| W. R. Berkley (WRB.US) | 0.7% | 0.65% |
| Netflix (NFLX) | 0.86% | 0.64% |
| Ishares Latin America 40 Etf (ILF.US) | 0.52% | 0.63% |
| Brazil Index MSCI Ishares (EWZ) | 0.56% | 0.6% |
| Visa (V) | 0.5% | 0.53% |
| Adobe (ADBE) | 0.62% | 0.52% |
| Molina (MOH) | 0.47% | 0.35% |
| Zoetis (ZTS) | 0.39% | 0.28% |
| PepsiCo (PEP) | 0.27% | 0.24% |
| TSMC (TSM) | 0.16% | 0.2% |
| Accenture (ACN) | 0.23% | 0.19% |
| Comcast (CMCSA) | 0.21% | 0.17% |
| Amazon (AMZN) | 0.15% | 0.17% |
| DaVita (DVA) | 0.21% | 0.15% |
| Colgate (CL) | 0.14% | 0.11% |
| NetEase (NTES) | 0.1% | 0.09% |
Cash & Instruments Over Time
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