alezenonos avatar

alezenonos
🇬🇧 Multi-Strategy Investor.
2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
August 7, 2023
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
175 instruments
May 16, 2025
Least Diversified
0 instruments
January 2, 2023
Average
110.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
94.65%
avatarKO
94.65%
avatarMCD
94.65%
avatarGLD
94.65%
avatarBTC
92.26%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
August 7, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
15.6%
Finance
11.4%
Electronic Technology
9.03%
Consumer Non Durables
8.84%
Technology Services
6.85%

Top Countries

Top 5

🇺🇸United States
42.91%
🇬🇧United Kingdom
7.7%
🇨🇭Switzerland
2.44%
🇩🇪Germany
1.73%
🇨🇳China
1.44%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
FundManagerZechFundManagerZech
9.96%0%20.27%8/9/2023
MK_InvestmentsMK_Investments
6.45%0%20.27%8/9/2023
SPDR GoldSPDR Gold (GLD)
4.96%7.22%94.65%-
AppleApple (AAPL)
4.91%3.19%94.65%-
Coca-ColaCoca-Cola (KO)
3.42%2.75%94.65%-
McDonald'sMcDonald's (MCD)
2.87%2.3%94.65%-
Realty IncomeRealty Income (O)
2.65%3.41%75.4%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.32%2.37%75.4%-
NestleNestle (NESN.ZU)
1.91%1.97%75.28%-
MetaMeta (META)
1.9%2.18%75.17%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.74%1.48%75.4%-
Johnson & JohnsonJohnson & Johnson (JNJ)
1.69%2.1%75.06%-
AmazonAmazon (AMZN)
1.55%2.4%75.17%-
MicrosoftMicrosoft (MSFT)
1.53%3.04%75.4%-
BitcoinBitcoin (BTC)
1.29%1.38%92.26%-
3M3M (MMM)
1.2%2.5%70.62%-
Rio TintoRio Tinto (RIO.L)
1.14%2.93%74.94%-
CVS HealthCVS Health (CVS)
0.85%0.77%75.4%-
AlphabetAlphabet (GOOG)
0.85%1.23%74.15%-
ChevronChevron (CVX)
0.81%1.17%75.28%-
Bank of AmericaBank of America (BAC)
0.81%1.48%75.28%-
AbbottAbbott (ABT)
0.79%0.69%75.17%-
AMDAMD (AMD)
0.79%0.86%75.17%-
StarbucksStarbucks (SBUX)
0.74%0.98%75.4%-
British LandBritish Land (BLND.L)
0.73%0.6%75.28%-
Legal & GeneralLegal & General (LGEN.L)
0.66%0.6%75.28%-
AstraZenecaAstraZeneca (AZN.L)
0.63%0.54%74.94%-
NVIDIANVIDIA (NVDA)
0.62%1.35%74.94%-
Invesco QQQInvesco QQQ (QQQ)
0.61%0.58%75.4%-
American ExpressAmerican Express (AXP)
0.6%1%75.28%-
AlibabaAlibaba (BABA)
0.6%0.91%74.94%-
TencentTencent (0700.HK)
0.58%0.85%70.84%-
ColgateColgate (CL)
0.57%0.52%75.17%-
Lloyd'sLloyd's (LLOY.L)
0.57%0.8%75.28%-
BayerBayer (BAYN.DE)
0.55%0.38%74.15%-
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.54%1.06%59%-
PayPalPayPal (PYPL)
0.53%0.43%74.94%-
IntelIntel (INTC)
0.53%0.48%75.28%-
iShares Global REIT ETFiShares Global REIT ETF (REET)
0.51%0.49%75.28%-
VodafoneVodafone (VOD.L)
0.5%0.09%75.28%-
DisneyDisney (DIS)
0.5%0.23%74.49%-
UnileverUnilever (ULVR.L)
0.5%0.5%75.28%-
SalesforceSalesforce (CRM)
0.49%0.59%75.28%-
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
0.48%0.4%75.17%-
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.47%0.5%69.93%-
PepsiCoPepsiCo (PEP)
0.46%0.48%75.28%-
NikeNike (NKE)
0.44%0.36%73.58%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.43%0.34%75.28%-
PalantirPalantir (PLTR)
0.43%1.28%75.17%-
TSMCTSMC (TSM)
0.42%0.66%71.98%-
DaVitaDaVita (DVA)
0.41%0.87%71.98%-
BiogenBiogen (BIIB)
0.41%0.27%75.17%-
ExperianExperian (EXPN.L)
0.41%0.11%75.06%-
UPSUPS (UPS)
0.41%0.28%70.16%-
ARMARM (ARM)
0.4%0.55%67.43%-
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.4%0.35%75.28%-
AdobeAdobe (ADBE)
0.4%0.21%75.28%-
ModernaModerna (MRNA)
0.39%0.11%70.62%-
EthereumEthereum (ETH)
0.39%0.62%75.51%-
PfizerPfizer (PFE)
0.39%0.35%72.1%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.38%0.3%75.28%-
AramcoAramco (SAOC)
0.38%0.26%74.72%-
DiageoDiageo (DGE.L)
0.37%0.69%71.53%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.37%0.41%75.28%-
SamsungSamsung (SMSN.L)
0.36%0.58%75.17%-
CitiCiti (C)
0.36%0.56%69.36%-
SafestoreSafestore (SAFE.L)
0.36%0.29%75.28%-
ArcelorMittalArcelorMittal (MTS.MC)
0.36%0.31%74.26%-
VisaVisa (V)
0.35%0.48%74.94%-
NatWestNatWest (NWG.L)
0.35%0.63%68.68%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.33%0.29%75.28%-
FordFord (F)
0.33%0.15%73.46%-
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.31%0.22%75.28%-
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
0.31%0.34%75.4%-
RBCRBC (RY)
0.3%0.47%68.34%-
iShares Edge MSCI USA QualityiShares Edge MSCI USA Quality (QUAL)
0.3%0.23%75.28%-
VolkswagenVolkswagen (VOW3.DE)
0.3%0%45.44%11/14/2024
AllianzAllianz (ALV.DE)
0.29%0.14%75.28%-
BoeingBoeing (BA)
0.29%0.27%74.37%-
ShellShell (SHEL.L)
0.28%0.36%75.28%-
ExxonMobilExxonMobil (XOM)
0.28%0.6%69.02%-
OcadoOcado (OCDO.L)
0.27%0.32%67.88%-
HersheyHershey (HSY)
0.27%0.22%70.16%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.27%0.17%75.28%-
PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
0.27%0.69%68.56%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.26%0.19%75.28%-
CostcoCostco (COST)
0.26%0.56%69.02%-
LVMHLVMH (MC.PA)
0.25%1.01%68.45%-
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.24%0.6%75.28%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.24%0.24%75.28%-
Build and BuildBuild and Build (BNB)
0.24%0.26%68.68%-
UnitedHealthUnitedHealth (UNH)
0.24%1.14%48.75%-
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.24%0%58.88%1/15/2025
CampariCampari (CPR.MI)
0.23%0%46.92%11/14/2024
AT&TAT&T (T)
0.22%0.39%75.28%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.22%0.29%70.05%-
SchlumbergerSchlumberger (SLB)
0.21%0.3%61.5%-
RichemontRichemont (CFR.ZU)
0.21%0.31%60.48%-
EniEni (ENI.MI)
0.21%0.64%53.53%-
BioNTech SEBioNTech SE (BNTX)
0.2%0.43%67.77%-
AdidasAdidas (ADS.DE)
0.19%0.19%70.84%-
ToyotaToyota (TM)
0.18%0.56%69.13%-
WalmartWalmart (WMT)
0.18%0.25%74.26%-
ASMLASML (ASML.NV)
0.18%0.36%71.64%-
BarclaysBarclays (BARC.L)
0.18%0.42%66.97%-
ASMLASML (ASML)
0.18%0.28%74.26%-
QualcommQualcomm (QCOM)
0.17%0.12%71.98%-
Global X U.S. Infrastructure Development ETFGlobal X U.S. Infrastructure Development ETF (PAVE)
0.17%0.38%69.93%-
JLLJLL (JLL)
0.17%0.24%69.25%-
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.17%0.56%48.75%-
JPMorganJPMorgan (JPM)
0.17%0.27%72.21%-
eBayeBay (EBAY)
0.16%0.16%74.94%-
VerizonVerizon (VZ)
0.15%0.21%69.93%-
AbbVieAbbVie (ABBV)
0.15%0.11%75.17%-
First Trust Water ETFFirst Trust Water ETF (FIW.US)
0.15%0.2%70.16%-
OracleOracle (ORCL)
0.15%0.25%70.05%-
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
0.15%0.14%74.49%-
BPBP (BP.L)
0.14%0.5%30.41%-
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.14%0.17%75.28%-
IDSIDS (IDS.L)
0.14%0%34.74%1/14/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.14%0.1%75.28%-
Procter & GambleProcter & Gamble (PG)
0.14%0.27%70.05%-
iShares Global Infrastructure ETFiShares Global Infrastructure ETF (IGF)
0.14%0.21%74.26%-
BlackRockBlackRock (BLK)
0.14%0.13%70.16%-
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.14%0.1%73.92%-
PirelliPirelli (PIRC.MI)
0.13%0.13%66.74%-
NokiaNokia (NOK)
0.13%0.12%74.94%-
GMGM (GM)
0.13%0%57.18%3/13/2025
iShares Core 5-10 Year USD Bond ETFiShares Core 5-10 Year USD Bond ETF (IMTB)
0.13%0.09%74.94%-
MastercardMastercard (MA)
0.13%0.13%70.05%-
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
0.13%0.12%70.16%-
CrowdstrikeCrowdstrike (CRWD)
0.13%0.62%36.1%-
OtisOtis (OTIS)
0.13%0.1%70.05%-
Bank of ChinaBank of China (3988.HK)
0.13%0.14%66.06%-
MerckMerck (MRK)
0.12%0.25%44.08%-
IQVIAIQVIA (IQV)
0.12%0.07%66.29%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.12%0.11%69.93%-
GSKGSK (GSK.L)
0.12%0.36%48.06%-
IBMIBM (IBM)
0.11%0.72%18%-
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
0.11%0.09%70.62%-
TeslaTesla (TSLA)
0.11%0.17%46.92%-
Mercedes-BenzMercedes-Benz (MBG.DE)
0.11%0.08%66.74%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
0.1%0%53.64%1/14/2025
Liberty GlobalLiberty Global (LBTYA)
0.1%0.05%66.29%-
HSBCHSBC (HSBA.L)
0.1%0.23%57.4%-
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.1%0.2%36.67%-
RightmoveRightmove (RMV.L)
0.1%0%50.34%1/14/2025
SolventumSolventum (SOLV)
0.1%0.15%48.75%-
PorschePorsche (PAH3.DE)
0.1%0.06%67.43%-
BaiduBaidu (BIDU)
0.08%0.15%57.29%-
SanofiSanofi (SAN.PA)
0.08%0.25%24.15%-
TescoTesco (TSCO.L)
0.07%0.81%9.68%-
EquinorEquinor (EQNR.OL)
0.07%0.07%57.29%-
GlencoreGlencore (GLEN.L)
0.07%0.05%58.2%-
SanofiSanofi (SNY)
0.07%0.18%38.5%-
AlphabetAlphabet (GOOGL)
0.06%0.37%25.85%-
LindtLindt (LISP.ZU)
0.05%0.11%42.94%-
Aston MartinAston Martin (AML.L)
0.05%0.04%53.53%-
SinopecSinopec (0386.HK)
0.05%0.26%26.54%-
CourseraCoursera (COUR)
0.04%0.07%45.56%-
URWURW (URW.PA)
0.04%0.2%28.7%-
RaytheonRaytheon (RTX)
0.04%0.34%18%-
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
0.04%0.09%31.32%-
SwatchSwatch (UHR.ZU)
0.04%0.07%32.8%-
VolvoVolvo (VOLV-A.ST)
0.03%0%25.4%1/24/2025
Kraft HeinzKraft Heinz (KHC)
0.02%0.07%23.23%-
TotalEnergiesTotalEnergies (TTE.PA)
0.02%0.25%10.14%-
SolanaSolana (SOL)
0.02%0.22%10.25%-
CardanoCardano (ADA)
0.02%0.21%10.25%-
Sirius XMSirius XM (SIRI)
0.02%0.09%16.97%-
Novo-NordiskNovo-Nordisk (NVO)
0.02%0.07%18%-
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.01%0.18%9.91%-
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC)
0.01%0.27%4.56%-
S&P GlobalS&P Global (SPGI)
0.01%0.09%10.14%-
Unilever PLCUnilever PLC (UNA.NV)
0.01%0.09%9.68%-
WisdomTree Brent Crude OilWisdomTree Brent Crude Oil (BRNT.L)
0.01%0.18%6.04%-
NucorNucor (NUE)
0.01%0.19%5.35%-
Rolls-RoyceRolls-Royce (RR.L)
0.01%0.11%6.49%-
BAE SystemsBAE Systems (BA.L)
0.01%0.1%6.61%-
AccentureAccenture (ACN)
0.01%0.1%6.49%-
iShares Global Clean Energy UCITS ETFiShares Global Clean Energy UCITS ETF (IQQH.DE)
0%0.09%4.56%-
SPDR S&P US Energy Select Sector UCITS ETFSPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE)
0%0.09%4.56%-
iShares $ Treasury Bond 1-3yr UCITS ETFiShares $ Treasury Bond 1-3yr UCITS ETF (2B7S.DE)
0%0.09%2.62%-
Southern CoSouthern Co (SO)
0%0.09%2.62%-
Lockheed MartinLockheed Martin (LMT)
0%0.09%2.62%-
ARK Space Exploration And Innovation ETFARK Space Exploration And Innovation ETF (ARKX)
0%0%0.23%8/9/2023
Vanguard ESG International Stock ETFVanguard ESG International Stock ETF (VSGX)
0%0%0.11%8/9/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR GoldSPDR Gold (GLD)
5.8%6.3%
AppleApple (AAPL)
4.79%5.89%
Realty IncomeRealty Income (O)
3.93%3.47%
Coca-ColaCoca-Cola (KO)
3.47%3.22%
McDonald'sMcDonald's (MCD)
3.17%2.9%
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.57%2.79%
MetaMeta (META)
1.57%2.49%
NestleNestle (NESN.ZU)
3.62%2.48%
AmazonAmazon (AMZN)
1.77%2.35%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.75%2.21%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.8%2.08%
MicrosoftMicrosoft (MSFT)
1.88%1.9%
Rio TintoRio Tinto (RIO.L)
2.18%1.82%
3M3M (MMM)
1.37%1.65%
AlphabetAlphabet (GOOG)
1.14%1.38%
BitcoinBitcoin (BTC)
0.43%1.36%
ChevronChevron (CVX)
1.57%1.35%
StarbucksStarbucks (SBUX)
1.29%1.17%
PalantirPalantir (PLTR)
0.43%1.09%
Global X Uranium ETFGlobal X Uranium ETF (URA)
1.3%1.08%
AMDAMD (AMD)
1.14%0.99%
Bank of AmericaBank of America (BAC)
0.71%0.98%
TencentTencent (0700.HK)
0.71%0.89%
AbbottAbbott (ABT)
0.86%0.84%
NVIDIANVIDIA (NVDA)
0.29%0.82%
American ExpressAmerican Express (AXP)
0.57%0.82%
Invesco QQQInvesco QQQ (QQQ)
0.71%0.8%
Lloyd'sLloyd's (LLOY.L)
0.74%0.8%
VodafoneVodafone (VOD.L)
0.88%0.76%
AstraZenecaAstraZeneca (AZN.L)
0.86%0.75%
AlibabaAlibaba (BABA)
0.86%0.74%
PayPalPayPal (PYPL)
0.57%0.72%
British LandBritish Land (BLND.L)
0.71%0.7%
UnileverUnilever (ULVR.L)
0.71%0.69%
DisneyDisney (DIS)
0.57%0.67%
ARMARM (ARM)
0.57%0.66%
Legal & GeneralLegal & General (LGEN.L)
0.72%0.64%
ColgateColgate (CL)
0.57%0.62%
NikeNike (NKE)
0.86%0.62%
SalesforceSalesforce (CRM)
0.43%0.6%
CVS HealthCVS Health (CVS)
1.03%0.6%
DaVitaDaVita (DVA)
0.43%0.58%
DiageoDiageo (DGE.L)
0.71%0.57%
IntelIntel (INTC)
1%0.57%
TSMCTSMC (TSM)
0.29%0.55%
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
0.44%0.55%
iShares Global REIT ETFiShares Global REIT ETF (REET)
0.57%0.53%
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.71%0.53%
NatWestNatWest (NWG.L)
0.3%0.53%
UPSUPS (UPS)
0.72%0.52%
BPBP (BP.L)
0.57%0.5%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.43%0.49%
EthereumEthereum (ETH)
0.29%0.48%
CitiCiti (C)
0.31%0.48%
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.43%0.47%
VisaVisa (V)
0.43%0.47%
PfizerPfizer (PFE)
0.59%0.45%
ExperianExperian (EXPN.L)
0.43%0.44%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.43%0.43%
PepsiCoPepsiCo (PEP)
0.57%0.43%
BayerBayer (BAYN.DE)
0.76%0.42%
AramcoAramco (SAOC)
0.57%0.41%
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.32%0.41%
OcadoOcado (OCDO.L)
0.53%0.41%
IDSIDS (IDS.L)
0.29%0.41%
UnitedHealthUnitedHealth (UNH)
0.43%0.41%
Build and BuildBuild and Build (BNB)
0.14%0.4%
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.57%0.39%
LVMHLVMH (MC.PA)
0.45%0.39%
RBCRBC (RY)
0.3%0.38%
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.43%0.38%
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.57%0.38%
ShellShell (SHEL.L)
0.43%0.38%
SanofiSanofi (SAN.PA)
0.43%0.38%
ArcelorMittalArcelorMittal (MTS.MC)
0.43%0.38%
ExxonMobilExxonMobil (XOM)
0.43%0.38%
IBMIBM (IBM)
0.43%0.37%
CostcoCostco (COST)
0.3%0.36%
EniEni (ENI.MI)
0.43%0.35%
CrowdstrikeCrowdstrike (CRWD)
0.29%0.34%
SchlumbergerSchlumberger (SLB)
0.47%0.34%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.43%0.34%
SamsungSamsung (SMSN.L)
0.59%0.34%
BioNTech SEBioNTech SE (BNTX)
0.3%0.33%
HersheyHershey (HSY)
0.43%0.33%
AllianzAllianz (ALV.DE)
0.29%0.33%
TeslaTesla (TSLA)
0.14%0.33%
BoeingBoeing (BA)
0.44%0.33%
iShares Edge MSCI USA QualityiShares Edge MSCI USA Quality (QUAL)
0.29%0.32%
SafestoreSafestore (SAFE.L)
0.43%0.32%
BiogenBiogen (BIIB)
0.6%0.32%
AdobeAdobe (ADBE)
0.43%0.32%
FordFord (F)
0.43%0.32%
AT&TAT&T (T)
0.29%0.32%
AdidasAdidas (ADS.DE)
0.29%0.31%
RichemontRichemont (CFR.ZU)
0.29%0.3%
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.31%0.29%
MerckMerck (MRK)
0.43%0.29%
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.43%0.28%
ToyotaToyota (TM)
0.29%0.28%
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.29%0.26%
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.29%0.26%
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.29%0.25%
PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
0.29%0.25%
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.29%0.25%
ASMLASML (ASML)
0.29%0.25%
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
0.29%0.25%
BarclaysBarclays (BARC.L)
0.14%0.25%
ModernaModerna (MRNA)
0.57%0.24%
JLLJLL (JLL)
0.14%0.24%
GMGM (GM)
0.14%0.23%
GSKGSK (GSK.L)
0.29%0.21%
WalmartWalmart (WMT)
0.14%0.21%
OracleOracle (ORCL)
0.14%0.2%
JPMorganJPMorgan (JPM)
0.14%0.2%
BlackRockBlackRock (BLK)
0.14%0.19%
SolventumSolventum (SOLV)
0%0.19%
Bank of ChinaBank of China (3988.HK)
0.14%0.18%
QualcommQualcomm (QCOM)
0.15%0.18%
eBayeBay (EBAY)
0.14%0.18%
Global X U.S. Infrastructure Development ETFGlobal X U.S. Infrastructure Development ETF (PAVE)
0.14%0.17%
PirelliPirelli (PIRC.MI)
0.14%0.17%
RightmoveRightmove (RMV.L)
0.14%0.17%
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
0.14%0.16%
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
0.14%0.16%
HSBCHSBC (HSBA.L)
0.14%0.16%
MastercardMastercard (MA)
0.14%0.16%
First Trust Water ETFFirst Trust Water ETF (FIW.US)
0.14%0.15%
ASMLASML (ASML.NV)
0.14%0.15%
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.14%0.15%
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.14%0.15%
AbbVieAbbVie (ABBV)
0.14%0.15%
VerizonVerizon (VZ)
0.14%0.15%
RaytheonRaytheon (RTX)
0.17%0.15%
iShares Global Infrastructure ETFiShares Global Infrastructure ETF (IGF)
0.14%0.14%
OtisOtis (OTIS)
0.14%0.14%
AlphabetAlphabet (GOOGL)
0.14%0.14%
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
0.14%0.14%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.14%0.14%
IQVIAIQVIA (IQV)
0.14%0.14%
NokiaNokia (NOK)
0.14%0.14%
Procter & GambleProcter & Gamble (PG)
0.14%0.14%
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.14%0.13%
iShares 0-5 Year TIPS Bond ETFiShares 0-5 Year TIPS Bond ETF (STIP)
0.14%0.13%
SanofiSanofi (SNY)
0.14%0.12%
Novo-NordiskNovo-Nordisk (NVO)
0.14%0.12%
URWURW (URW.PA)
0.14%0.12%
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
0.14%0.12%
Kraft HeinzKraft Heinz (KHC)
0.14%0.12%
iShares Core 5-10 Year USD Bond ETFiShares Core 5-10 Year USD Bond ETF (IMTB)
0.14%0.12%
SinopecSinopec (0386.HK)
0.14%0.12%
VolvoVolvo (VOLV-A.ST)
0.14%0.12%
LindtLindt (LISP.ZU)
0.14%0.12%
SwatchSwatch (UHR.ZU)
0.14%0.12%
EquinorEquinor (EQNR.OL)
0.14%0.11%
Mercedes-BenzMercedes-Benz (MBG.DE)
0.14%0.11%
CourseraCoursera (COUR)
0.14%0.1%
PorschePorsche (PAH3.DE)
0.14%0.1%
Liberty GlobalLiberty Global (LBTYA)
0.14%0.1%
GlencoreGlencore (GLEN.L)
0.14%0.1%
BaiduBaidu (BIDU)
0.14%0.1%
Aston MartinAston Martin (AML.L)
0.14%0.08%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments