Loading...
Portfolio Diversification
Range
Most Diversified
18 instruments
December 6, 2024
Least Diversified
0 instruments
April 4, 2026
Average
12.6 instruments
Most Consistent Holdings
Top 5
BRK.B99.05%
NVDA97.47%
SPY83.73%
PLTR73.78%
QQQ68.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 30, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 17.01% | 13.23% | 83.73% | - |
 Vanguard Total International Stock ETF (VXUS) | 13.52% | 16.46% | 68.72% | - |
| Invesco QQQ (QQQ) | 12.8% | 18.75% | 68.72% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 6.98% | 22.35% | 45.5% | - |
| Berkshire Hathaway (BRK.B) | 6.59% | 3.13% | 99.05% | - |
| Palantir (PLTR) | 4.26% | 0% | 73.78% | 5/12/2026 |
| NVIDIA (NVDA) | 4.24% | 0% | 97.47% | 5/12/2026 |
 Alphabet (GOOGL) | 3.39% | 0% | 29.86% | 3/7/2025 |
 iShares Global Healthcare ETF (IXJ) | 3.37% | 9.8% | 29.38% | - |
 Amazon (AMZN) | 2.68% | 0% | 29.86% | 3/7/2025 |
 Ishares Msci International Q (IQLT) | 2.23% | 0% | 27.8% | 5/12/2026 |
 Tesla (TSLA) | 1.69% | 0% | 29.86% | 3/7/2025 |
 AMD (AMD) | 1.68% | 0% | 29.86% | 3/7/2025 |
 Ishares Msci Eafe Min Vol Fa (EFAV) | 1.64% | 0% | 27.8% | 5/12/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.61% | 0% | 27.8% | 5/12/2026 |
 Broadcom (AVGO) | 1.36% | 0% | 29.86% | 3/7/2025 |
 Roku (ROKU) | 1.28% | 0% | 29.86% | 3/7/2025 |
 Sezzle (SEZL) | 1.26% | 0% | 29.86% | 3/7/2025 |
 Zoom (ZM) | 1.23% | 0% | 29.86% | 3/7/2025 |
 Meta (META) | 1.13% | 0% | 43.6% | 5/12/2026 |
 ING (INGA.NV) | 1.11% | 0% | 29.86% | 3/7/2025 |
 Toyota (TM) | 1.08% | 0% | 29.86% | 3/7/2025 |
 Bitcoin (BTC) | 1.05% | 3.42% | 41.55% | - |
 Coca-Cola (KO) | 1.05% | 0% | 29.86% | 3/7/2025 |
 Honda (HMC) | 1% | 0% | 29.86% | 3/7/2025 |
 Ethereum (ETH) | 0.55% | 0.88% | 42.65% | - |
 Samsung (SMSN.L) | 0.51% | 0% | 29.7% | 3/6/2025 |
 TSMC (TSM) | 0.36% | 0% | 18.33% | 3/7/2025 |
 Snowflake (SNOW) | 0.33% | 0% | 36.65% | 5/12/2026 |
 eToro Group LTD (ETOR) | 0.21% | 0% | 15.64% | 8/22/2025 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.19% | 0% | 9.95% | 8/4/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.14% | 10.24% | 1.42% | - |
 Fortum (FORTUM.HE) | 0.14% | 0.78% | 16.75% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 16.2% | 18.45% |
| VanEck Vectors Semiconductor ETF (SMH) | 15.61% | 16.68% |
| iShares Global Healthcare ETF (IXJ) | 13.07% | 12.04% |
| State Street SPDR S&P 500 ETF (SPY) | 11.47% | 12% |
| Vanguard Total International Stock ETF (VXUS) | 11% | 11.89% |
| Ishares Msci International Q (IQLT) | 8.68% | 8.02% |
| Ishares Msci Eafe Min Vol Fa (EFAV) | 6.5% | 5.88% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 6.55% | 5.71% |
| Bitcoin (BTC) | 2.44% | 1.76% |
| Meta (META) | 1.92% | 1.5% |
| Ethereum (ETH) | 2.25% | 1.48% |
| NVIDIA (NVDA) | 0.98% | 1.37% |
| Palantir (PLTR) | 1.28% | 1.3% |
| Berkshire Hathaway (BRK.B) | 1.15% | 1.12% |
| Snowflake (SNOW) | 0.89% | 0.79% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.