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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
AAPL99.74%
AMZN99.74%
V99.74%
TSLA99.74%
NVDA99.74%
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) | 21.33% | 19.93% | 99.74% | - |
 Invesco QQQ (QQQ) | 7.7% | 8.13% | 99.74% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 6.8% | 11.25% | 99.74% | - |
| Apple (AAPL) | 5.29% | 5.62% | 99.74% | - |
| NVIDIA (NVDA) | 4.91% | 8.74% | 99.74% | - |
 Costco (COST) | 4.11% | 5% | 95.98% | - |
| Tesla (TSLA) | 4.04% | 3.77% | 99.74% | - |
 Microsoft (MSFT) | 3.74% | 3.38% | 99.03% | - |
 iShares Gold Trust (IAU) | 3.58% | 4.48% | 99.74% | - |
 Chipotle (CMG) | 3.22% | 1.94% | 99.74% | - |
| Amazon (AMZN) | 2.82% | 2.95% | 99.74% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 2.55% | 2.28% | 99.74% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.31% | 0.55% | 99.74% | - |
 Mastercard (MA) | 2.3% | 2.87% | 79.57% | - |
 Vanguard Real Estate ETF (VNQ) | 2.08% | 1.42% | 99.74% | - |
 Salesforce (CRM) | 1.85% | 0% | 99.22% | 4/15/2026 |
 Disney (DIS) | 1.8% | 0% | 52.46% | 4/19/2024 |
 Marriott (MAR) | 1.8% | 3.04% | 71.21% | - |
| Visa (V) | 1.69% | 1.29% | 99.74% | - |
 Realty Income (O) | 1.67% | 1.68% | 94.16% | - |
 Adobe (ADBE) | 1.66% | 0% | 98.25% | 3/30/2026 |
 Alphabet (GOOG) | 1.51% | 3.08% | 97.15% | - |
 Lululemon (LULU) | 1.46% | 0% | 90.6% | 2/18/2026 |
 Crowdstrike (CRWD) | 1.31% | 1.58% | 87.42% | - |
 Airbnb (ABNB) | 1.27% | 1.78% | 65.43% | - |
 Meta (META) | 1.11% | 0% | 65.05% | 3/30/2026 |
 Starbucks (SBUX) | 0.94% | 1.07% | 72.76% | - |
 Ulta (ULTA) | 0.83% | 0% | 60.83% | 9/19/2025 |
 Home Depot (HD) | 0.76% | 0% | 28.86% | 6/20/2023 |
 Nike (NKE) | 0.71% | 0% | 57.59% | 6/24/2025 |
 Block Inc. (XYZ) | 0.65% | 0% | 59.08% | 7/31/2024 |
 Fortinet (FTNT) | 0.38% | 0% | 29.25% | 6/20/2023 |
 Netflix (NFLX) | 0.32% | 0% | 32.23% | 12/8/2025 |
 Shopify (SHOP) | 0.18% | 0% | 11.67% | 6/30/2022 |
 Uber (UBER) | 0.12% | 0.52% | 19.52% | - |
 LVMH (MC.PA) | 0.08% | 0% | 12.97% | 3/21/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.04% | 0.59% | 6.68% | - |
 Target (TGT) | 0.03% | 0% | 1.88% | 5/18/2022 |
 PayPal (PYPL) | 0.03% | 0% | 1.56% | 1/24/2022 |
 iShares Semiconductor ETF (SOXX) | 0.03% | 0.37% | 12.65% | - |
 Cloudflare (NET) | 0.03% | 1.67% | 3.7% | - |
 MongoDB (MDB) | 0.02% | 0% | 0.97% | 4/6/2022 |
 Intuit (INTU) | 0.01% | 0% | 1.23% | 2/28/2022 |
 TSMC (TSM) | 0.01% | 0.69% | 3.5% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 3.18% | 6/30/2022 |
 Snowflake (SNOW) | 0.01% | 0% | 0.26% | 1/4/2022 |
 ARM (ARM) | 0.01% | 0% | 1.04% | 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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