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Portfolio Diversification
Range
Most Diversified
30 instruments
August 31, 2023
Least Diversified
0 instruments
February 2, 2025
Average
27.8 instruments
Most Consistent Holdings
Top 5
AAPL99.57%
AMZN99.57%
TSLA99.57%
NVDA99.57%
QQQ99.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 21.19% | 19.64% | 99.57% | - |
| Invesco QQQ (QQQ) | 7.74% | 8.8% | 99.57% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 7.1% | 12.73% | 99.57% | - |
| Apple (AAPL) | 5.3% | 6.24% | 99.57% | - |
| NVIDIA (NVDA) | 5.1% | 8.66% | 99.57% | - |
 Costco (COST) | 4.13% | 4.69% | 96.01% | - |
| Tesla (TSLA) | 4.02% | 3.58% | 99.57% | - |
 Microsoft (MSFT) | 3.7% | 2.98% | 98.9% | - |
 iShares Gold Trust (IAU) | 3.59% | 3.64% | 99.57% | - |
 Chipotle (CMG) | 3.09% | 0% | 97.36% | 6/15/2026 |
| Amazon (AMZN) | 2.81% | 2.66% | 99.57% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 2.53% | 2.21% | 99.57% | - |
 Mastercard (MA) | 2.32% | 2.86% | 80.5% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.18% | 0% | 94.54% | 4/28/2026 |
 Vanguard Real Estate ETF (VNQ) | 2.04% | 1.38% | 99.57% | - |
 Marriott (MAR) | 1.85% | 2.88% | 72.59% | - |
 Salesforce (CRM) | 1.75% | 0% | 93.81% | 4/15/2026 |
 Disney (DIS) | 1.7% | 0% | 49.6% | 4/19/2024 |
 Visa (V) | 1.66% | 1.39% | 99.51% | - |
 Alphabet (GOOG) | 1.59% | 2.96% | 97.12% | - |
 Realty Income (O) | 1.59% | 0% | 89.88% | 5/8/2026 |
 Adobe (ADBE) | 1.57% | 0% | 92.89% | 3/30/2026 |
 Crowdstrike (CRWD) | 1.39% | 3.52% | 87.92% | - |
 Lululemon (LULU) | 1.38% | 0% | 85.65% | 2/18/2026 |
 Airbnb (ABNB) | 1.29% | 1.69% | 67.14% | - |
 Meta (META) | 1.05% | 0% | 61.5% | 3/30/2026 |
 Starbucks (SBUX) | 0.9% | 0% | 69.47% | 5/5/2026 |
 Ulta (ULTA) | 0.79% | 0% | 57.51% | 9/19/2025 |
 Home Depot (HD) | 0.72% | 0% | 27.28% | 6/20/2023 |
 Nike (NKE) | 0.67% | 0% | 54.45% | 6/24/2025 |
 Block Inc. (XYZ) | 0.61% | 0% | 55.86% | 7/31/2024 |
 Fortinet (FTNT) | 0.36% | 0% | 27.65% | 6/20/2023 |
 Netflix (NFLX) | 0.3% | 0% | 30.47% | 12/8/2025 |
 Shopify (SHOP) | 0.17% | 0% | 11.04% | 6/30/2022 |
 Cloudflare (NET) | 0.15% | 2.99% | 8.77% | - |
 Uber (UBER) | 0.13% | 0% | 20.54% | 5/28/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.12% | 2.33% | 11.59% | - |
 iShares Semiconductor ETF (SOXX) | 0.09% | 1.11% | 17.23% | - |
 LVMH (MC.PA) | 0.08% | 0% | 12.26% | 3/21/2024 |
 TSMC (TSM) | 0.07% | 1.08% | 8.58% | - |
 Target (TGT) | 0.03% | 0% | 1.78% | 5/18/2022 |
 PayPal (PYPL) | 0.03% | 0% | 1.47% | 1/24/2022 |
 MongoDB (MDB) | 0.02% | 0% | 0.92% | 4/6/2022 |
 Intuit (INTU) | 0.01% | 0% | 1.16% | 2/28/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 3% | 6/30/2022 |
 Snowflake (SNOW) | 0.01% | 0% | 0.25% | 1/4/2022 |
 ARM (ARM) | 0.01% | 0% | 0.98% | 7/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 17.34% | 19.79% |
| VanEck Vectors Semiconductor ETF (SMH) | 5.03% | 8.63% |
| NVIDIA (NVDA) | 2.53% | 8.47% |
| Invesco QQQ (QQQ) | 6.24% | 7.91% |
| Apple (AAPL) | 4.03% | 5.56% |
| Tesla (TSLA) | 4.43% | 4.71% |
| Costco (COST) | 4.92% | 4.43% |
| iShares Gold Trust (IAU) | 2.65% | 4.27% |
| Microsoft (MSFT) | 4.63% | 4.05% |
| Mastercard (MA) | 4.03% | 3.39% |
| Amazon (AMZN) | 3.39% | 2.76% |
| Marriott (MAR) | 2.72% | 2.72% |
| Chipotle (CMG) | 3.36% | 2.2% |
| Vanguard FTSE Developed Market ETF (VEA) | 2.42% | 2.18% |
| Alphabet (GOOG) | 1.61% | 2.08% |
| Airbnb (ABNB) | 3.22% | 1.8% |
| Meta (META) | 1.98% | 1.56% |
| Realty Income (O) | 2.84% | 1.54% |
| Visa (V) | 1.61% | 1.52% |
| Crowdstrike (CRWD) | 1.14% | 1.5% |
| Salesforce (CRM) | 2.42% | 1.46% |
| Vanguard Real Estate ETF (VNQ) | 2.42% | 1.36% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.28% | 1.32% |
| Starbucks (SBUX) | 1.93% | 0.94% |
| Adobe (ADBE) | 2.42% | 0.9% |
| Lululemon (LULU) | 2.81% | 0.85% |
| Uber (UBER) | 1.11% | 0.59% |
| iShares Semiconductor ETF (SOXX) | 0.37% | 0.23% |
Cash & Instruments Over Time
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