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Portfolio Diversification
Range
Most Diversified
21 instruments
February 6, 2025
Least Diversified
0 instruments
October 20, 2025
Average
10.5 instruments
Most Consistent Holdings
Top 5
AAPL66.3%
NVDA62.69%
UNH56.09%
IEF51.38%
TLT51.13%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 10.2% | 0% | 66.3% | 6/30/2025 |
| NVIDIA (NVDA) | 7.37% | 0% | 62.69% | 6/30/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.41% | 7.75% | 51.13% | - |
 Southwestern Energy (SWN) | 5.26% | 0% | 20.98% | 10/23/2023 |
| UnitedHealth (UNH) | 5.05% | 0% | 56.09% | 1/22/2025 |
 Coca-Cola (KO) | 4.47% | 0% | 39.14% | 1/3/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 4.15% | 18.99% | 21.22% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 3.6% | 9.04% | 51.38% | - |
 Vanguard Total Bond Market ETF (BND) | 2.71% | 0% | 30.03% | 7/30/2025 |
 Carpenter Technology (CRS) | 2.08% | 0% | 22.87% | 6/30/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.04% | 11.34% | 38.04% | - |
 Uber (UBER) | 1.88% | 0% | 32.91% | 7/1/2025 |
 Microsoft (MSFT) | 1.86% | 0% | 34.86% | 7/16/2025 |
 Meta (META) | 1.49% | 0% | 18.1% | 4/25/2024 |
 AMD (AMD) | 1.48% | 0% | 22.81% | 8/5/2024 |
 Dell (DELL) | 1.47% | 0% | 29.42% | 6/30/2025 |
 Intuitive Surgical (ISRG) | 1.42% | 0% | 23.12% | 7/1/2025 |
 Visa (V) | 1.29% | 0% | 19.94% | 9/25/2024 |
 Tesla (TSLA) | 1.29% | 0% | 25.69% | 10/6/2025 |
 Alphabet (GOOG) | 1.22% | 0% | 24.04% | 7/16/2025 |
 Arista (ANET) | 1.07% | 0% | 30.21% | 7/1/2025 |
 Amazon (AMZN) | 1.03% | 0% | 31.99% | 6/30/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.94% | 0% | 18.72% | 6/9/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.92% | 0% | 18.65% | 6/9/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.89% | 0% | 18.78% | 6/9/2026 |
 Equity Residential (EQR) | 0.83% | 0% | 28.75% | 6/30/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.79% | 0% | 9.6% | 11/18/2022 |
 Schlumberger (SLB) | 0.59% | 0% | 9.79% | 4/19/2024 |
 Costco (COST) | 0.58% | 0% | 7.46% | 3/8/2024 |
 Pure Storage (P) | 0.53% | 0% | 19.76% | 1/21/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.44% | 0% | 8.5% | 8/5/2024 |
 Salesforce (CRM) | 0.38% | 0.75% | 32.84% | - |
 Kroger (KR) | 0.24% | 0% | 5.87% | 6/1/2022 |
 Broadcom (AVGO) | 0.23% | 0% | 9.79% | 7/1/2025 |
 Netflix (NFLX) | 0.21% | 0% | 6.18% | 4/19/2024 |
 Vertiv (VRT) | 0.2% | 0% | 15.72% | 10/6/2025 |
 Bank of America (BAC) | 0.19% | 0% | 4.1% | 5/5/2022 |
 Welltower (WELL.US) | 0.16% | 0% | 5.69% | 6/20/2024 |
 Pfizer (PFE) | 0.16% | 0% | 1.28% | 5/31/2022 |
 Disney (DIS) | 0.12% | 0% | 3% | 4/20/2022 |
 Walmart (WMT) | 0.12% | 0% | 13.58% | 6/9/2026 |
 Albemarle (ALB) | 0.11% | 0% | 3.73% | 4/21/2022 |
 CRISPR Therapeutics (CRSP) | 0.11% | 0% | 3.36% | 3/4/2024 |
 Prologis (PLD) | 0.1% | 0% | 1.83% | 4/17/2024 |
 Innodata (INOD) | 0.09% | 0% | 9.66% | 6/30/2025 |
 Alcoa (AA) | 0.08% | 0% | 1.9% | 4/20/2022 |
 Shopify (SHOP) | 0.08% | 0% | 10.58% | 7/30/2025 |
 Chevron (CVX.US) | 0.08% | 0% | 1.35% | 5/31/2022 |
 GE Vernova (GEV) | 0.08% | 0% | 9.72% | 7/1/2025 |
 Moderna (MRNA) | 0.08% | 0% | 1.65% | 3/25/2022 |
 ExxonMobil (XOM) | 0.07% | 0% | 2.51% | 3/28/2022 |
 JPMorgan (JPM) | 0.07% | 0% | 1.35% | 4/13/2022 |
 LVMH (MC.PA) | 0.07% | 0% | 3.73% | 3/7/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.06% | 0% | 1.65% | 3/28/2022 |
 Honeywell (HON) | 0.06% | 0% | 2.26% | 4/7/2022 |
 PayPal (PYPL) | 0.05% | 0% | 1.59% | 3/8/2022 |
 Home Depot (HD) | 0.05% | 0% | 1.04% | 4/22/2022 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.04% | 0% | 0.43% | 1/7/2022 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.03% | 0% | 0.43% | 1/7/2022 |
 Sony (SONY) | 0.03% | 0% | 0.67% | 4/5/2022 |
 Mosaic (MOS) | 0.03% | 0% | 0.49% | 4/21/2022 |
 American Express (AXP) | 0.02% | 0% | 0.67% | 3/4/2022 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 0.18% | 4/22/2022 |
 Qualcomm (QCOM) | 0.02% | 0% | 0.73% | 3/30/2022 |
 GM (GM) | 0.01% | 0% | 0.18% | 4/22/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.01% | 0% | 0.12% | 3/27/2024 |
 CryptoPortfolio | 0.01% | 0% | 0.18% | 1/3/2022 |
 Alibaba (BABA) | 0% | 0% | 0.06% | 5/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 1-3 Year Treasury Bond ETF (SHY) | 19.44% | 19.75% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 9.33% | 9.6% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 9.33% | 8.32% |
| Schwab US Dividend Equity ETF (SCHD) | 4.67% | 4.77% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 4.67% | 4.75% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 4.67% | 4.52% |
| Vanguard S&P 500 ETF (VOO) | 3.11% | 3.26% |
| Salesforce (CRM) | 1.56% | 1.25% |
| Walmart (WMT) | 0.78% | 0.82% |
Cash & Instruments Over Time
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