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Portfolio Diversification
Range
Most Diversified
56 instruments
September 26, 2026
Least Diversified
0 instruments
April 4, 2026
Average
21.5 instruments
Most Consistent Holdings
Top 5
BRK.B89.78%
SPY81.29%
XLK77.3%
SMH59.1%
NIO56.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.28% | 0% | 89.78% | 6/5/2026 |
| State Street SPDR S&P 500 ETF (SPY) | 8% | 0% | 81.29% | 2/5/2026 |
| State Street Technology Select Sector SPDR ETF (XLK) | 7.67% | 11.49% | 77.3% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 5.87% | 5.89% | 59.1% | - |
 Humana (HUM) | 4.61% | 0% | 47.35% | 4/4/2025 |
 Albemarle (ALB) | 4.42% | 0% | 48.15% | 4/9/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 3.74% | 0% | 43.51% | 7/7/2026 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 3.38% | 0% | 54.46% | 5/21/2026 |
 Enphase (ENPH) | 3.17% | 0% | 33.07% | 6/11/2024 |
 UnitedHealth (UNH) | 2.1% | 0% | 18.49% | 10/6/2023 |
 Realty Income (O) | 1.71% | 0% | 33.65% | 1/12/2026 |
 Ishares U.S. Home Constructi (ITB) | 1.6% | 0% | 29.95% | 7/17/2026 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 1.48% | 0% | 43.29% | 4/20/2026 |
 Amazon (AMZN) | 1.46% | 0% | 10.3% | 5/26/2023 |
 Baidu (BIDU) | 1.38% | 0% | 19.65% | 9/26/2024 |
| Nio (NIO) | 1.33% | 0% | 56.35% | 4/4/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.97% | 0% | 49.17% | 3/30/2026 |
 Visa (V) | 0.95% | 0% | 24.58% | 12/12/2024 |
 Agilent (A.US) | 0.79% | 0% | 13.63% | 12/4/2023 |
 Waste Management (WM) | 0.77% | 0% | 30.6% | 12/29/2025 |
 IIPR (IIPR) | 0.76% | 0% | 15.52% | 9/6/2023 |
 Microsoft (MSFT) | 0.74% | 0% | 12.26% | 8/1/2024 |
 Palantir (PLTR) | 0.73% | 0% | 21.54% | 11/5/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.71% | 0% | 24.73% | 6/5/2026 |
 Amgen (AMGN) | 0.7% | 0% | 13.42% | 8/7/2023 |
 Alphabet (GOOG) | 0.66% | 0% | 9.57% | 5/16/2023 |
 Extra Space (EXR) | 0.66% | 0% | 18.49% | 1/6/2026 |
 Ishares Expanded Tech-Softwa (IGV) | 0.63% | 0% | 10.22% | 6/1/2026 |
 First Trust Rba American Ind (AIRR) | 0.59% | 0% | 17.19% | 6/23/2025 |
 Cardano (ADA) | 0.56% | 0% | 24.22% | 12/8/2023 |
 American Tower (AMT) | 0.51% | 0% | 9.35% | 3/20/2026 |
 NextEra (NEE) | 0.5% | 0% | 14.58% | 8/9/2024 |
 AMD (AMD) | 0.5% | 0% | 14.07% | 11/8/2023 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.42% | 0% | 22.34% | 5/6/2026 |
 Rambus (RMBS) | 0.42% | 4.23% | 17.04% | - |
 Iris Energy (IREN) | 0.41% | 3.56% | 11.6% | - |
 Fortinet (FTNT) | 0.41% | 0% | 17.84% | 8/7/2024 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.39% | 0% | 15.81% | 3/30/2026 |
 Global X Uranium ETF (URA) | 0.39% | 2.91% | 22.92% | - |
 Global X MSCI Argentina ETF (ARGT) | 0.37% | 0% | 14.72% | 10/27/2025 |
 Cloudflare (NET) | 0.37% | 0% | 14.14% | 11/7/2023 |
 Paychex (PAYX) | 0.35% | 0% | 7.61% | 7/14/2023 |
 Danaher (DHR) | 0.35% | 0% | 10.66% | 12/21/2023 |
 American Water (AWK) | 0.34% | 0% | 9.79% | 5/7/2024 |
 AbbVie (ABBV) | 0.33% | 0% | 6.02% | 12/11/2023 |
 Credo (CRDO) | 0.32% | 2.48% | 17.69% | - |
 Dollar General (DG.US) | 0.31% | 0% | 8.99% | 1/5/2024 |
 NVIDIA (NVDA) | 0.31% | 0% | 2.97% | 3/17/2025 |
 Kratos (KTOS) | 0.28% | 2.66% | 16.97% | - |
 GigaCloud (GCT) | 0.27% | 0% | 19.29% | 8/28/2026 |
 Tesla (TSLA) | 0.26% | 0% | 3.92% | 5/30/2023 |
 Nike (NKE) | 0.26% | 0% | 8.19% | 4/2/2024 |
 Applied Optoelectronics (AAOI) | 0.26% | 3.02% | 12.33% | - |
 iShares U.S. Medical Devices ETF (IHI) | 0.26% | 0% | 12.4% | 7/24/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.25% | 0% | 17.55% | 3/30/2026 |
 Innodata (INOD) | 0.25% | 3.16% | 14.21% | - |
 Nu (NU) | 0.25% | 0% | 10.66% | 1/30/2025 |
 Rocket Lab (RKLB) | 0.24% | 3% | 11.17% | - |
 Nikola (NKLAQ) | 0.24% | 0% | 37.93% | 1/15/2025 |
 Sea (SE) | 0.24% | 0% | 5.37% | 3/4/2024 |
 Solana (SOL) | 0.23% | 0% | 13.34% | 7/7/2023 |
 Applied Digital (APLD) | 0.22% | 1.67% | 13.05% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.21% | 0% | 23.21% | 3/30/2026 |
 BD (BDX) | 0.19% | 0% | 4.57% | 2/5/2024 |
 Johnson & Johnson (JNJ) | 0.19% | 0% | 6.31% | 7/18/2024 |
 UiPath (PATH) | 0.18% | 0% | 14.58% | 11/26/2024 |
 TransMedics (TMDX) | 0.18% | 2.08% | 12.26% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.18% | 0% | 16.17% | 6/5/2026 |
 Fabrinet (FN) | 0.17% | 0.96% | 13.49% | - |
 Meta (META) | 0.17% | 0% | 3.55% | 8/1/2024 |
 Bloom Energy (BE) | 0.16% | 1.67% | 11.02% | - |
 Axcelis (ACLS) | 0.16% | 2.03% | 11.6% | - |
 FREYR (TE) | 0.16% | 0.96% | 9.79% | - |
 Hive (HIVE) | 0.16% | 1.08% | 10.08% | - |
 TTM Technologies (TTMI) | 0.15% | 2.4% | 10.59% | - |
 Nebius Group NV (NBIS) | 0.15% | 2.1% | 10.59% | - |
 Endava (DAVA) | 0.15% | 0% | 5.95% | 7/10/2023 |
 Centrus (LEU) | 0.14% | 2.07% | 10.01% | - |
 Marvell (MRVL) | 0.14% | 0% | 9.72% | 5/18/2023 |
 Apple (AAPL) | 0.14% | 0% | 6.53% | 1/10/2024 |
 Allegro MicroSystems (ALGM) | 0.13% | 2.46% | 7.83% | - |
 SiTime (SITM) | 0.13% | 0.89% | 11.75% | - |
 Ceva (CEVA) | 0.13% | 1.82% | 9.57% | - |
 Ensign Group (ENSG) | 0.13% | 0% | 6.6% | 7/17/2026 |
 Aehr (AEHR) | 0.13% | 1.95% | 13.71% | - |
 MaxLinear (MXL) | 0.13% | 0.99% | 11.09% | - |
 Bitdeer (BTDR) | 0.13% | 1.18% | 8.7% | - |
 Airbnb (ABNB) | 0.12% | 0% | 7.03% | 12/14/2023 |
 PDF Solutions (PDFS) | 0.12% | 1.22% | 11.46% | - |
 Novo-Nordisk (NVO) | 0.12% | 0% | 12.84% | 11/20/2024 |
 Cerebras Systems, Inc (CBRS) | 0.11% | 1.8% | 9.28% | - |
 Space Exploration Technologies Corp (SPCX) | 0.11% | 1% | 8.99% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.11% | 0% | 5% | 7/8/2025 |
 Camtek (CAMT) | 0.11% | 1.26% | 10.3% | - |
 Global-E (GLBE) | 0.11% | 0.41% | 12.11% | - |
 Thermo Fisher (TMO) | 0.1% | 0% | 4.64% | 12/21/2023 |
 Hims & Hers (HIMS) | 0.1% | 1.03% | 11.31% | - |
 EOG Resources (EOG) | 0.1% | 0% | 5.29% | 7/19/2023 |
 Circle Internet Group Inc (CRCL) | 0.1% | 0% | 6.45% | 9/3/2026 |
 ServiceNow (NOW) | 0.09% | 0% | 6.45% | 8/28/2026 |
 McDonald's (MCD) | 0.09% | 0% | 5.73% | 4/25/2024 |
 APDR S&P Retail ETF (XRT) | 0.09% | 0% | 6.96% | 4/6/2026 |
 SPX (SPXC) | 0.09% | 0% | 7.76% | 6/16/2026 |
 Ouster (OUST) | 0.09% | 1.94% | 6.96% | - |
 AppLovin (APP) | 0.09% | 0.49% | 10.51% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.08% | 0% | 9.93% | 3/25/2025 |
 Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF (GUSH) | 0.08% | 0% | 3.48% | 7/19/2023 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.08% | 0% | 5.29% | 3/16/2026 |
 PDD Holdings (PDD) | 0.08% | 0% | 3.12% | 5/2/2024 |
 Tempus AI Inc (TEM.US) | 0.08% | 0% | 8.48% | 9/16/2026 |
 BlackRock (BLK) | 0.08% | 0% | 1.89% | 11/7/2023 |
 Roundhill Memory ETF (DRAM) | 0.08% | 1.84% | 7.47% | - |
 SMART (PENG) | 0.08% | 1.21% | 6.38% | - |
 EA (EA) | 0.07% | 0% | 2.18% | 4/3/2023 |
 Silgan (SLGN) | 0.07% | 0% | 3.63% | 3/1/2024 |
 Sezzle (SEZL) | 0.07% | 0.47% | 7.9% | - |
 MP Materials (MP) | 0.07% | 2.31% | 5% | - |
 Lumentum (LITE) | 0.07% | 0% | 5.29% | 8/12/2026 |
 Impinj (PI) | 0.06% | 0% | 5.22% | 7/16/2026 |
 Samsara (IOT) | 0.06% | 0% | 9.28% | 10/20/2026 |
 SkyWater (SKYT) | 0.06% | 0% | 4.28% | 7/29/2026 |
 General Mills (GIS) | 0.06% | 0% | 3.99% | 11/3/2023 |
 Onto Innovation (ONTO) | 0.06% | 0% | 3.84% | 6/18/2026 |
 Ishares Russell 2000 ETF (IWM) | 0.06% | 0% | 7.98% | 4/24/2026 |
 Occidental (OXY) | 0.06% | 0% | 2.97% | 1/16/2024 |
 VICI Properties (VICI) | 0.05% | 0% | 3.26% | 1/15/2026 |
 Defiance Space and Connective Tech ETF (UFOX) | 0.05% | 0% | 5.95% | 3/11/2025 |
 Monolithic Power (MPWR) | 0.05% | 0% | 1.52% | 5/26/2023 |
 Stryker (SYK) | 0.05% | 0% | 2.03% | 8/29/2023 |
 General Dynamics (GD) | 0.05% | 0% | 2.1% | 8/23/2023 |
 Raytheon (RTX) | 0.05% | 0% | 2.54% | 8/31/2023 |
 CoreWeave Inc (CRWV) | 0.04% | 0% | 3.63% | 8/13/2026 |
 United Rentals (URI) | 0.04% | 0% | 1.6% | 6/13/2023 |
 Astera Labs Inc (ALAB) | 0.04% | 0.53% | 6.16% | - |
 Cleanspark (CLSK) | 0.04% | 0% | 3.55% | 7/27/2026 |
 Medpace (MEDP) | 0.04% | 0% | 4.64% | 6/24/2026 |
 AMSC (AMSC) | 0.03% | 1.18% | 4.5% | - |
 Genius Sports (GENI) | 0.03% | 0.75% | 3.48% | - |
 BCE (BCE) | 0.03% | 0% | 1.52% | 1/5/2024 |
 Main Street Capital (MAIN) | 0.03% | 0% | 2.25% | 11/10/2025 |
 Digital Turbine (APPS) | 0.03% | 1.06% | 4.35% | - |
 Autozone (AZO) | 0.03% | 0% | 0.73% | 12/26/2025 |
 Ishares Us Transportation Et (IYT) | 0.03% | 0% | 4.71% | 3/30/2026 |
 TSMC (TSM) | 0.03% | 0% | 8.12% | 7/18/2024 |
 Autodesk (ADSK) | 0.03% | 0% | 0.73% | 6/5/2023 |
 Charter (CHTR) | 0.03% | 0% | 1.67% | 7/13/2023 |
 Mastercard (MA) | 0.02% | 0% | 0.29% | 1/5/2023 |
 Klaviyo (KVYO) | 0.02% | 0% | 3.05% | 10/15/2026 |
 Disney (DIS) | 0.02% | 0% | 1.6% | 6/7/2023 |
 R1 RCM (RCM) | 0.02% | 0% | 1.16% | 8/2/2024 |
 Lattice (LSCC) | 0.02% | 0% | 6.67% | 7/28/2026 |
 Vaneck Rare Earth and Strategic Metals (REMX) | 0.02% | 0% | 2.39% | 11/17/2025 |
 Planet Labs (PL) | 0.02% | 0.8% | 2.97% | - |
 Himax (HIMX) | 0.02% | 1.46% | 2.61% | - |
 ACM Research (ACMR) | 0.02% | 1.82% | 1.96% | - |
 Century Aluminum (CENX) | 0.02% | 0% | 2.03% | 10/16/2026 |
 Rubrik Inc (RBRK) | 0.02% | 0% | 3.12% | 9/17/2026 |
 Reddit Inc (RDDT) | 0.02% | 0.28% | 3.92% | - |
 SharonAI Holdings Inc (SHAZ) | 0.02% | 0% | 3.12% | 8/14/2026 |
 Jpmorgan Int Res Enh Eqty (JIRE) | 0.02% | 0% | 3.12% | 3/30/2026 |
 Nova (NVMI) | 0.02% | 0% | 2.54% | 6/18/2026 |
 Global X U.S. Infrastructure Development ETF (PAVE) | 0.01% | 0% | 1.74% | 3/10/2025 |
 ICE (ICE) | 0.01% | 0% | 1.6% | 12/12/2024 |
 Alibaba (BABA) | 0.01% | 0% | 0.73% | 5/17/2024 |
 ASML (ASML) | 0.01% | 0% | 0.87% | 10/28/2024 |
 Semtech (SMTC) | 0.01% | 0.86% | 2.18% | - |
 Veracyte (VCYT) | 0.01% | 0.56% | 2.18% | - |
 Diodes (DIOD) | 0.01% | 0.92% | 2.18% | - |
 NetEase (NTES) | 0.01% | 0% | 2.18% | 11/14/2024 |
 Las Vegas Sands (LVS) | 0.01% | 0% | 0.8% | 8/20/2024 |
 Supermicro (SMCI) | 0.01% | 0% | 0.73% | 9/27/2024 |
 NEXTracker (NXT.US) | 0.01% | 0.35% | 2.47% | - |
 Western Digital (WDC) | 0.01% | 1% | 1.09% | - |
 Vanguard Morningstar Small-Cap Growth ETF (VBK) | 0.01% | 0% | 2.47% | 4/3/2025 |
 Ulta (ULTA) | 0.01% | 0% | 0.8% | 8/26/2024 |
 Vicor (VICR) | 0.01% | 0.92% | 1.74% | - |
 Adobe (ADBE) | 0.01% | 0% | 0.51% | 3/3/2023 |
 Micron (MU) | 0.01% | 0% | 0.94% | 4/3/2025 |
 Align (ALGN) | 0.01% | 0% | 1.31% | 10/29/2024 |
 Pharvaris (PHVS) | 0.01% | 0% | 2.47% | 10/14/2026 |
 Synopsys (SNPS) | 0.01% | 0% | 0.73% | 10/29/2024 |
 Interactive Brokers Group (IBKR) | 0.01% | 0% | 0.73% | 7/22/2024 |
 Lululemon (LULU) | 0.01% | 0% | 1.31% | 10/16/2024 |
 Vonovia (VNA.DE) | 0.01% | 0% | 0.44% | 12/17/2025 |
 Silicon Motion (SIMO) | 0.01% | 0% | 1.81% | 6/17/2026 |
 onyinvestments | 0.01% | 0% | 0.51% | 9/23/2025 |
 Vistra (VST) | 0.01% | 0% | 1.6% | 10/7/2026 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.01% | 0% | 0.65% | 3/9/2026 |
 Pacer Us Cash Cows 100 Etf (COWZ) | 0.01% | 0% | 1.38% | 3/10/2025 |
 Zeta Global (ZETA.US) | 0.01% | 0% | 1.16% | 8/28/2026 |
 First Trust Water ETF (FIW.US) | 0% | 0% | 1.09% | 3/6/2025 |
 Caleres (CAL) | 0% | 0% | 0.8% | 10/3/2025 |
 Plug Power (PLUG) | 0% | 0% | 1.23% | 8/29/2023 |
 Vertiv (VRT) | 0% | 0% | 0.87% | 8/28/2024 |
 Progress Software (PRGS) | 0% | 0% | 0.58% | 9/30/2025 |
 Netflix (NFLX) | 0% | 0% | 0.29% | 7/22/2024 |
 AT&T (T.US) | 0% | 0% | 1.31% | 8/4/2023 |
 Diageo (DEO) | 0% | 0% | 0.29% | 8/5/2024 |
 Lam Research (LRCX) | 0% | 0% | 0.65% | 10/25/2024 |
 Amer Sports Inc (AS) | 0% | 0% | 1.23% | 10/9/2026 |
 Exponent (EXPO) | 0% | 0% | 0.58% | 4/14/2026 |
 Lantheus (LNTH) | 0% | 0% | 0.44% | 11/27/2024 |
 Healthpeak (DOC) | 0% | 0% | 0.36% | 1/20/2026 |
 Redwire (RDW.US) | 0% | 0.46% | 0.87% | - |
 Power Solutions International Inc (PSIX) | 0% | 0% | 1.16% | 10/7/2026 |
 Global X Copper Miners Etf (COPX) | 0% | 0% | 0.65% | 10/16/2025 |
 TechnipFMC (FTI) | 0% | 0% | 0.29% | 3/21/2025 |
 Extra Space Storage Inc (EXR.RTH) | 0% | 0% | 0.15% | 12/11/2025 |
 Upstart (UPST) | 0% | 0% | 0.65% | 10/15/2026 |
 iShares Edge MSCI USA Momentum (MTUM) | 0% | 0% | 0.44% | 11/19/2024 |
 IQVIA (IQV) | 0% | 0% | 0.36% | 10/29/2024 |
 Freeport-McMoRan (FCX) | 0% | 0% | 0.15% | 3/13/2025 |
 iShares China Large-Cap ETF (FXI) | 0% | 0% | 0.44% | 2/10/2025 |
 Amplify Blockchain Technology ETF (BLOK) | 0% | 0% | 0.36% | 11/25/2024 |
 First Trust Cloud Computing (SKYY) | 0% | 0% | 0.36% | 11/19/2024 |
 Shift4 (FOUR) | 0% | 0% | 0.36% | 4/13/2026 |
 Alignment Healthcare (ALHC) | 0% | 0% | 0.22% | 10/12/2026 |
 Global X Robotics & Artifici (BOTZ) | 0% | 0% | 0.73% | 3/6/2025 |
 Sui (SUI) | 0% | 0% | 0.07% | 10/16/2025 |
 Robinhood Markets Inc. (HOOD) | 0% | 0.27% | 0.15% | - |
 DoubleVerify (DV) | 0% | 0% | 0.15% | 5/6/2026 |
 Enova (ENVA) | 0% | 0% | 0.07% | 9/16/2026 |
 Dave (DAVE) | 0% | 0% | 0.07% | 8/18/2026 |
 Magnite (MGNI) | 0% | 0% | 0.07% | 9/11/2026 |
 Tillys (TLYS) | 0% | 0% | 0.07% | 9/4/2026 |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.07% | 3/5/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street Technology Select Sector SPDR ETF (XLK) | 16.4% | 18.65% |
| VanEck Vectors Semiconductor ETF (SMH) | 11.53% | 14.6% |
| Jpm Nasdaq Equity Premium (JEPQ) | 13.67% | 12.44% |
| Berkshire Hathaway (BRK.B) | 11.65% | 11.89% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 8.24% | 8.34% |
| American Tower (AMT) | 9.47% | 7.91% |
| State Street Communication Services Select Sector SPDR ETF (XLC) | 5.42% | 5.57% |
| State Street SPDR S&P 500 ETF (SPY) | 3.82% | 3.84% |
| Realty Income (O) | 1.89% | 1.59% |
| VICI Properties (VICI) | 1.89% | 1.58% |
| Extra Space (EXR) | 1.75% | 1.47% |
Cash & Instruments Over Time
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