Portfolio Diversification
Range
Most Diversified
30 instruments
August 31, 2023
Least Diversified
0 instruments
February 2, 2025
Average
28.1 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
AMZN99.92%
V99.92%
TSLA99.92%
ADBE99.92%
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) | 21.71% | 19.78% | 99.92% | - |
 Invesco QQQ (QQQ) | 7.67% | 7.81% | 99.92% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 6.4% | 7.4% | 99.92% | - |
| Apple (AAPL) | 5.29% | 4.74% | 99.92% | - |
 NVIDIA (NVDA) | 4.15% | 8.2% | 99.92% | - |
| Tesla (TSLA) | 3.99% | 3.76% | 99.92% | - |
 Costco (COST) | 3.94% | 4.99% | 95.34% | - |
 Microsoft (MSFT) | 3.73% | 4.27% | 99.05% | - |
 iShares Gold Trust (IAU) | 3.43% | 3.68% | 99.92% | - |
 Chipotle (CMG) | 3.43% | 3.36% | 99.92% | - |
| Amazon (AMZN) | 2.84% | 2.95% | 99.92% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 2.63% | 2.16% | 99.92% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.54% | 1.42% | 99.92% | - |
 Vanguard Real Estate ETF (VNQ) | 2.23% | 1.53% | 99.92% | - |
 Disney (DIS) | 2.19% | 0% | 63.85% | 4/19/2024 |
 Mastercard (MA) | 2.09% | 3.58% | 75.37% | - |
 Salesforce (CRM) | 1.98% | 1.57% | 99.92% | - |
| Adobe (ADBE) | 1.85% | 1.03% | 99.92% | - |
| Visa (V) | 1.74% | 1.65% | 99.92% | - |
 Realty Income (O) | 1.67% | 1.7% | 93.13% | - |
 Lululemon (LULU) | 1.65% | 0.99% | 93.76% | - |
 Marriott (MAR) | 1.61% | 2.59% | 65.19% | - |
 Alphabet (GOOG) | 1.39% | 1.38% | 96.76% | - |
 Crowdstrike (CRWD) | 1.26% | 1.63% | 84.93% | - |
 Airbnb (ABNB) | 1.17% | 1.99% | 58.17% | - |
 Meta (META) | 1.04% | 1.58% | 59.51% | - |
 Ulta (ULTA) | 0.95% | 1.32% | 69.46% | - |
 Starbucks (SBUX) | 0.93% | 1.17% | 67.09% | - |
 Home Depot (HD) | 0.93% | 0% | 35.12% | 6/20/2023 |
 Nike (NKE) | 0.86% | 0% | 70.09% | 6/24/2025 |
 Block Inc. (XYZ) | 0.79% | 0% | 71.9% | 7/31/2024 |
 Fortinet (FTNT) | 0.47% | 0% | 35.6% | 6/20/2023 |
 Netflix (NFLX) | 0.24% | 1.06% | 28.41% | - |
 Shopify (SHOP) | 0.22% | 0% | 14.21% | 6/30/2022 |
 LVMH (MC.PA) | 0.1% | 0% | 15.79% | 3/21/2024 |
 Target (TGT) | 0.04% | 0% | 2.29% | 5/18/2022 |
 PayPal (PYPL) | 0.04% | 0% | 1.89% | 1/24/2022 |
 MongoDB (MDB) | 0.02% | 0% | 1.18% | 4/6/2022 |
 Intuit (INTU) | 0.02% | 0% | 1.5% | 2/28/2022 |
 Uber (UBER) | 0.02% | 0.67% | 2.29% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 3.87% | 6/30/2022 |
 Snowflake (SNOW) | 0.01% | 0% | 0.32% | 1/4/2022 |
 ARM (ARM) | 0.01% | 0% | 1.26% | 7/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 17.37% | 19.55% |
| Invesco QQQ (QQQ) | 6.25% | 7.52% |
| NVIDIA (NVDA) | 2.54% | 6.98% |
| VanEck Vectors Semiconductor ETF (SMH) | 4.85% | 6.51% |
| Apple (AAPL) | 4.04% | 5.84% |
| Costco (COST) | 4.36% | 5.01% |
| Tesla (TSLA) | 4.44% | 4.84% |
| Chipotle (CMG) | 3.37% | 4.09% |
| Microsoft (MSFT) | 4.19% | 3.76% |
| Mastercard (MA) | 3.79% | 3.41% |
| Amazon (AMZN) | 3.39% | 3% |
| iShares Gold Trust (IAU) | 2.66% | 2.98% |
| Marriott (MAR) | 2.72% | 2.8% |
| Salesforce (CRM) | 2.42% | 2.11% |
| Airbnb (ABNB) | 3.23% | 1.99% |
| Vanguard FTSE Developed Market ETF (VEA) | 2.42% | 1.9% |
| Lululemon (LULU) | 2.82% | 1.8% |
| Realty Income (O) | 2.85% | 1.66% |
| Visa (V) | 1.62% | 1.57% |
| Vanguard Real Estate ETF (VNQ) | 2.42% | 1.56% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.29% | 1.52% |
| Alphabet (GOOG) | 1.62% | 1.44% |
| Meta (META) | 1.62% | 1.39% |
| Adobe (ADBE) | 2.42% | 1.3% |
| Crowdstrike (CRWD) | 1.14% | 1.25% |
| Ulta (ULTA) | 2.02% | 1.2% |
| Starbucks (SBUX) | 1.94% | 1.17% |
| Netflix (NFLX) | 0.85% | 0.78% |
| Nike (NKE) | 1.94% | 0.76% |