Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 15.33% | 5.81% | 83.33% | - |
 NVIDIA (NVDA) | 11.42% | 2.89% | 77.41% | - |
 Southwestern Energy (SWN) | 8.63% | 0% | 34.44% | 10/23/2023 |
 UnitedHealth (UNH) | 7.78% | 5.63% | 82.63% | - |
 Coca-Cola (KO) | 7.34% | 0% | 64.26% | 1/3/2024 |
 Meta (META) | 2.44% | 0% | 29.72% | 4/25/2024 |
 AMD (AMD) | 2.44% | 0% | 37.45% | 8/5/2024 |
 Visa (V) | 2.12% | 0% | 32.73% | 9/25/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.09% | 20.35% | 20.98% | - |
 Tesla (TSLA) | 1.94% | 0% | 16.57% | 10/13/2022 |
 Uber (UBER) | 1.87% | 7.08% | 28.51% | - |
 Vanguard S&P 500 ETF (VOO) | 1.7% | 0% | 38.15% | 2/8/2023 |
 Microsoft (MSFT) | 1.59% | 5.28% | 30.32% | - |
 Vanguard Total Bond Market ETF (BND) | 1.52% | 10.3% | 20.78% | - |
 Ishares Russell 2000 ETF (IWM) | 1.29% | 0% | 15.76% | 11/18/2022 |
 Dell (DELL) | 1.23% | 5.28% | 22.99% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.11% | 5.2% | 20.78% | - |
 Schlumberger (SLB) | 0.98% | 0% | 16.06% | 4/19/2024 |
 Costco (COST) | 0.95% | 0% | 12.25% | 3/8/2024 |
 Carpenter Technology (CRS) | 0.87% | 8.1% | 12.35% | - |
 Arista (ANET) | 0.79% | 3.97% | 24.1% | - |
 Amazon (AMZN) | 0.77% | 2.86% | 27.01% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.73% | 0% | 13.96% | 8/5/2024 |
 Intuitive Surgical (ISRG) | 0.69% | 6.13% | 12.35% | - |
 Equity Residential (EQR) | 0.63% | 3.02% | 21.69% | - |
 Alphabet (GOOG) | 0.62% | 4.8% | 12.35% | - |
 Pure Storage (PSTG) | 0.61% | 2.63% | 22.99% | - |
 Kroger (KR) | 0.39% | 0% | 9.64% | 6/1/2022 |
 Netflix (NFLX) | 0.34% | 0% | 10.14% | 4/19/2024 |
 Bank of America (BAC) | 0.32% | 0% | 6.73% | 5/5/2022 |
 Welltower (WELL) | 0.26% | 0% | 9.34% | 6/20/2024 |
 Pfizer (PFE) | 0.26% | 0% | 2.11% | 5/31/2022 |
 Disney (DIS) | 0.2% | 0% | 4.92% | 4/20/2022 |
 Albemarle (ALB) | 0.19% | 0% | 6.12% | 4/21/2022 |
 CRISPR Therapeutics (CRSP) | 0.18% | 0% | 5.52% | 3/4/2024 |
 Prologis (PLD) | 0.16% | 0% | 3.01% | 4/17/2024 |
 Alcoa (AA) | 0.13% | 0% | 3.11% | 4/20/2022 |
 Chevron (CVX) | 0.13% | 0% | 2.21% | 5/31/2022 |
 Moderna (MRNA) | 0.12% | 0% | 2.71% | 3/25/2022 |
 ExxonMobil (XOM) | 0.12% | 0% | 4.12% | 3/28/2022 |
 JPMorgan (JPM) | 0.12% | 0% | 2.21% | 4/13/2022 |
 LVMH (MC.PA) | 0.12% | 0% | 6.12% | 3/7/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.1% | 0% | 2.71% | 3/28/2022 |
 Honeywell (HON) | 0.1% | 0% | 3.71% | 4/7/2022 |
 PayPal (PYPL) | 0.09% | 0% | 2.61% | 3/8/2022 |
 Home Depot (HD) | 0.09% | 0% | 1.71% | 4/22/2022 |
 Technology Select Sector SPDR (XLK) | 0.06% | 0% | 0.7% | 1/7/2022 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.05% | 0% | 0.7% | 1/7/2022 |
 Sony (SONY) | 0.05% | 0% | 1.1% | 4/5/2022 |
 Mosaic (MOS) | 0.04% | 0% | 0.8% | 4/21/2022 |
 American Express (AXP) | 0.04% | 0% | 1.1% | 3/4/2022 |
 Berkshire Hathaway (BRK.B) | 0.03% | 0% | 0.3% | 4/22/2022 |
 Qualcomm (QCOM) | 0.03% | 0% | 1.2% | 3/30/2022 |
 GM (GM) | 0.02% | 0% | 0.3% | 4/22/2022 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.01% | 0% | 0.2% | 3/27/2024 |
 CryptoPortfolio | 0.01% | 0% | 0.3% | 1/3/2022 |
 Alibaba (BABA) | 0.01% | 0% | 0.1% | 5/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.49% | 19.23% |
| Coca-Cola (KO) | 14.98% | 12.64% |
| Costco (COST) | 7.49% | 7.38% |
| Meta (META) | 7.49% | 7.02% |
| Apple (AAPL) | 7.49% | 6.85% |
| AMD (AMD) | 7.49% | 6.72% |
| Visa (V) | 7.49% | 6.72% |
| UnitedHealth (UNH) | 7.49% | 6.31% |
| Schlumberger (SLB) | 7.49% | 6.13% |