Holdings over time
(Since April 22, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 12.11% | 13.87% | 90.8% | - |
 Invesco QQQ (QQQ) | 10.12% | 4.13% | 96.18% | - |
 Microsoft (MSFT) | 10.08% | 6.96% | 99.13% | - |
 Apple (AAPL) | 9.45% | 8.87% | 98.61% | - |
 NVIDIA (NVDA) | 7.9% | 12.1% | 84.55% | - |
 American Express (AXP) | 7.41% | 5.18% | 95.66% | - |
 Bank of America (BAC) | 5.82% | 3.81% | 95.66% | - |
 AT&T (T) | 5.55% | 0% | 85.24% | 9/9/2024 |
 Bitcoin (BTC) | 5.54% | 4.9% | 85.94% | - |
 Vanguard Real Estate ETF (VNQ) | 5.46% | 0% | 78.3% | 8/7/2024 |
 JPMorgan (JPM) | 5.02% | 3.1% | 97.4% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.84% | 0% | 81.25% | 8/7/2024 |
 Coca-Cola (KO) | 3.25% | 0% | 86.46% | 9/9/2024 |
 Nu (NU) | 2.3% | 4.46% | 45.31% | - |
 Amazon (AMZN) | 0.88% | 7.28% | 13.19% | - |
 Alphabet (GOOG) | 0.64% | 5.31% | 12.67% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.62% | 3.73% | 13.19% | - |
 Visa (V) | 0.55% | 4.94% | 12.15% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.35% | 2.48% | 12.15% | - |
 Crowdstrike (CRWD) | 0.34% | 3% | 12.67% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.24% | 1.93% | 10.94% | - |
 LVMH (MC.PA) | 0.19% | 1.78% | 9.38% | - |
 iShares China Large-Cap ETF (FXI) | 0.06% | 0.97% | 9.38% | - |
 Ethereum (ETH) | 0.03% | 1.31% | 2.08% | - |
 iShares Gold Trust (IAU) | 0.02% | 0% | 1.74% | 9/26/2024 |
 Micron (MU) | 0% | 0% | 0.17% | 9/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 13.41% | 13.02% |
| Invesco QQQ (QQQ) | 11.18% | 11.66% |
| Microsoft (MSFT) | 9.49% | 10.14% |
| Apple (AAPL) | 10.17% | 9.67% |
| Bitcoin (BTC) | 6.85% | 8.31% |
| American Express (AXP) | 7.37% | 7.66% |
| Vanguard Real Estate ETF (VNQ) | 7.36% | 6.96% |
| Bank of America (BAC) | 6.03% | 6.5% |
| NVIDIA (NVDA) | 6.74% | 6.34% |
| AT&T (T) | 6.69% | 6.13% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 5.76% | 5.13% |
| JPMorgan (JPM) | 4.78% | 5.06% |
| Coca-Cola (KO) | 3.35% | 2.7% |