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Portfolio Diversification
Range
Most Diversified
9 instruments
September 30, 2023
Least Diversified
0 instruments
April 4, 2026
Average
8 instruments
Most Consistent Holdings
Top 5
JNJ99.92%
INTU99.92%
QQQ99.92%
VOOG99.92%
VOO99.92%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 Growth ETF (VOOG) | 44.32% | 45.03% | 99.92% | - |
| Invesco QQQ (QQQ) | 17.77% | 17.98% | 99.92% | - |
| 16.31% | 0% | 86.44% | 10/27/2025 | |
| Vanguard S&P 500 ETF (VOO) | 11.92% | 11.52% | 99.92% | - |
| Intuit (INTU) | 3.4% | 1.94% | 99.92% | - |
| Johnson & Johnson (JNJ) | 2.16% | 2.44% | 99.92% | - |
 Vanguard Total International Stock ETF (VXUS) | 1.12% | 14.99% | 7.54% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.97% | 1.26% | 77.46% | - |
 Berkshire Hathaway (BRK.B) | 0.29% | 3.92% | 7.54% | - |
 Apple (AAPL) | 0.26% | 0% | 79.75% | 9/4/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.13% | 0.8% | 17.97% | - |
 Meituan (03690.HK) | 0% | 0% | 9.49% | 9/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 Growth ETF (VOOG) | 40.09% | 45.86% |
| Invesco QQQ (QQQ) | 13.4% | 17.92% |
| Vanguard S&P 500 ETF (VOO) | 9.49% | 11.37% |
| Intuit (INTU) | 2.36% | 2.89% |
| Johnson & Johnson (JNJ) | 2.36% | 1.98% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 1.21% | 1.29% |
| VanEck Vectors Semiconductor ETF (SMH) | 0.93% | 0.7% |
Cash & Instruments Over Time
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