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Portfolio Diversification
Range
Most Diversified
16 instruments
September 14, 2023
Least Diversified
0 instruments
July 3, 2023
Average
9.3 instruments
Most Consistent Holdings
Top 5
VOO67.49%
VEA67.49%
AAPL67.3%
BRK.B66.92%
TM65.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 3, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 22.08% | 70.82% | 31.94% | - |
| Vanguard S&P 500 ETF (VOO) | 14.22% | 0% | 67.49% | 6/18/2025 |
| Vanguard FTSE Developed Market ETF (VEA) | 12.69% | 0% | 67.49% | 6/18/2025 |
 Vanguard Information Technology (VGT) | 9.76% | 0% | 65.49% | 6/18/2025 |
 Vanguard Total International Stock ETF (VXUS) | 9.18% | 29.18% | 31.94% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 9.09% | 0% | 65.49% | 6/18/2025 |
 Vanguard Growth ETF (VUG) | 4.23% | 0% | 56.27% | 6/18/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 3.6% | 0% | 56.27% | 6/18/2025 |
 NVIDIA (NVDA) | 2.51% | 0% | 63.97% | 6/16/2025 |
| Berkshire Hathaway (BRK.B) | 1.53% | 0% | 66.92% | 6/16/2025 |
| Apple (AAPL) | 1.5% | 0% | 67.3% | 6/16/2025 |
| Toyota (TM) | 1.43% | 0% | 65.97% | 6/16/2025 |
 Home Depot (HD) | 1.3% | 0% | 57.98% | 6/16/2025 |
 Coca-Cola (KO) | 1.24% | 0% | 60.93% | 6/18/2025 |
 Meta (META) | 0.61% | 0% | 27.57% | 6/16/2025 |
 Invesco QQQ (QQQ) | 0.3% | 0% | 2% | 7/24/2023 |
 State Street SPDR Dow Jones In (DIA.US) | 0.3% | 0% | 2% | 7/24/2023 |
 Tesla (TSLA) | 0.28% | 0% | 18.06% | 1/17/2024 |
 McDonald's (MCD) | 0.27% | 0% | 16.06% | 12/27/2023 |
 Microsoft (MSFT) | 0.23% | 0% | 11.22% | 11/2/2023 |
 Alphabet (GOOG) | 0.22% | 0% | 9.32% | 10/13/2023 |
 Visa (V) | 0.2% | 0% | 10.93% | 11/13/2023 |
 Amazon (AMZN) | 0.18% | 0% | 9.89% | 11/2/2023 |
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) | 70.06% | 70.54% |
| Vanguard Total International Stock ETF (VXUS) | 29.11% | 28.72% |
Cash & Instruments Over Time
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