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Portfolio Diversification
Range
Most Diversified
16 instruments
September 14, 2023
Least Diversified
0 instruments
July 3, 2023
Average
9.7 instruments
Most Consistent Holdings
Top 5
VOO71.14%
VEA71.14%
AAPL70.94%
BRK.B70.54%
TM69.54%
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) | 19.78% | 69.06% | 28.66% | - |
| Vanguard S&P 500 ETF (VOO) | 14.99% | 0% | 71.14% | 6/18/2025 |
| Vanguard FTSE Developed Market ETF (VEA) | 13.37% | 0% | 71.14% | 6/18/2025 |
 Vanguard Information Technology (VGT) | 10.29% | 0% | 69.04% | 6/18/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 9.58% | 0% | 69.04% | 6/18/2025 |
 Vanguard Total International Stock ETF (VXUS) | 8.19% | 30.01% | 28.66% | - |
 Vanguard Growth ETF (VUG) | 4.46% | 0% | 59.32% | 6/18/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 3.8% | 0% | 59.32% | 6/18/2025 |
 NVIDIA (NVDA) | 2.64% | 0% | 67.43% | 6/16/2025 |
| Berkshire Hathaway (BRK.B) | 1.61% | 0% | 70.54% | 6/16/2025 |
| Apple (AAPL) | 1.58% | 0% | 70.94% | 6/16/2025 |
| Toyota (TM) | 1.51% | 0% | 69.54% | 6/16/2025 |
 Home Depot (HD) | 1.37% | 0% | 61.12% | 6/16/2025 |
 Coca-Cola (KO) | 1.31% | 0% | 64.23% | 6/18/2025 |
 Meta (META) | 0.64% | 0% | 29.06% | 6/16/2025 |
 Invesco QQQ (QQQ) | 0.32% | 0% | 2.1% | 7/24/2023 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.32% | 0% | 2.1% | 7/24/2023 |
 Tesla (TSLA) | 0.29% | 0% | 19.04% | 1/17/2024 |
 McDonald's (MCD) | 0.28% | 0% | 16.93% | 12/27/2023 |
 Microsoft (MSFT) | 0.24% | 0% | 11.82% | 11/2/2023 |
 Alphabet (GOOG) | 0.23% | 0% | 9.82% | 10/13/2023 |
 Visa (V) | 0.21% | 0% | 11.52% | 11/13/2023 |
 Amazon (AMZN) | 0.19% | 0% | 10.42% | 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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