Portfolio Diversification
Range
Most Diversified
53 instruments
January 2, 2023
Least Diversified
0 instruments
November 18, 2025
Average
49.5 instruments
Most Consistent Holdings
Top 5
GOOG97.38%
META97.38%
AMZN97.38%
DIS97.38%
PFE97.38%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 12.13% | 0% | 97.38% | 11/17/2025 |
| Meta (META) | 8.49% | 0% | 97.38% | 11/17/2025 |
| Amazon (AMZN) | 7.33% | 0% | 97.38% | 11/17/2025 |
| Alphabet (GOOG) | 7.3% | 0% | 97.38% | 11/17/2025 |
 Vanguard Total Stock Market ETF (VTI) | 6.27% | 0% | 97.38% | 11/17/2025 |
 SPDR S&P 500 ETF (SPY) | 5.73% | 0% | 50.14% | 11/17/2025 |
 Mastercard (MA) | 4.79% | 0% | 97.38% | 11/17/2025 |
 Netflix (NFLX) | 2.9% | 0% | 97.38% | 11/17/2025 |
 Accenture (ACN) | 2.77% | 0% | 97.38% | 11/17/2025 |
 Shopify (SHOP) | 2.6% | 0% | 97.38% | 11/17/2025 |
| Disney (DIS) | 2.08% | 0% | 97.38% | 11/17/2025 |
 Trade Desk (TTD) | 2.05% | 0% | 97.38% | 11/17/2025 |
 Vanguard Short-Term Bond ETF (BSV) | 1.96% | 0% | 97.38% | 11/17/2025 |
 Crowdstrike (CRWD) | 1.92% | 0% | 97.38% | 11/17/2025 |
 Cloudflare (NET) | 1.81% | 0% | 97.38% | 11/17/2025 |
 Salesforce (CRM) | 1.65% | 0% | 97.38% | 11/17/2025 |
 HubSpot (HUBS) | 1.49% | 0% | 97.38% | 11/17/2025 |
 Vanguard Total Bond Market ETF (BND) | 1.31% | 0% | 97.38% | 11/17/2025 |
 Pinterest (PINS) | 1.13% | 0% | 97.38% | 11/17/2025 |
 Ethereum (ETH) | 1.08% | 0% | 97.01% | 11/14/2025 |
 MercadoLibre (MELI) | 1.08% | 0% | 97.38% | 11/17/2025 |
 iShares Core MSCI Total International Stock ETF (IXUS) | 1.04% | 0% | 97.38% | 11/17/2025 |
 Autodesk (ADSK) | 0.88% | 0% | 97.38% | 11/17/2025 |
 Axon (AXON) | 0.81% | 0% | 38.91% | 2/28/2024 |
 Airbnb (ABNB) | 0.79% | 0% | 97.38% | 11/17/2025 |
 Bitcoin (BTC) | 0.78% | 0% | 97.1% | 11/14/2025 |
 Lam Research (LRCX) | 0.75% | 0% | 97.38% | 11/17/2025 |
 Old Dominion (ODFL) | 0.72% | 0% | 97.38% | 11/17/2025 |
 Alibaba (BABA) | 0.66% | 0% | 97.38% | 11/17/2025 |
 ResMed (RMD) | 0.61% | 0% | 97.38% | 11/17/2025 |
 Wix (WIX) | 0.51% | 0% | 97.38% | 11/17/2025 |
 IDEXX (IDXX) | 0.5% | 0% | 97.38% | 11/17/2025 |
 Adobe (ADBE) | 0.49% | 0% | 97.29% | 11/17/2025 |
| Pfizer (PFE) | 0.48% | 0% | 97.38% | 11/17/2025 |
 Lemonade (LMND) | 0.44% | 0% | 97.38% | 11/17/2025 |
 Paycom (PAYC) | 0.41% | 0% | 97.38% | 11/17/2025 |
 Align (ALGN) | 0.39% | 0% | 97.38% | 11/17/2025 |
 DocuSign (DOCU) | 0.38% | 0% | 97.38% | 11/17/2025 |
 Okta (OKTA) | 0.38% | 0% | 97.38% | 11/17/2025 |
 Zoom (ZM) | 0.33% | 0% | 97.38% | 11/17/2025 |
 Moderna (MRNA) | 0.3% | 0% | 97.29% | 11/17/2025 |
 Masimo (MASI) | 0.29% | 0% | 97.29% | 11/17/2025 |
 PayPal (PYPL) | 0.28% | 0% | 97.29% | 11/17/2025 |
 Etsy (ETSY) | 0.22% | 0% | 97.38% | 11/17/2025 |
 Fiverr (FVRR) | 0.2% | 0% | 97.38% | 11/17/2025 |
 Fastly (FSLY) | 0.16% | 0% | 97.38% | 11/17/2025 |
 Twilio (TWLO) | 0.11% | 0% | 97.38% | 11/17/2025 |
 Roku (ROKU) | 0.11% | 0% | 97.38% | 11/17/2025 |
 Nintendo (NTDOY) | 0.11% | 0% | 20.3% | 8/9/2023 |
 Bilibili (BILI) | 0.09% | 0% | 97.38% | 11/17/2025 |
 Teladoc (TDOC) | 0.09% | 0% | 97.38% | 11/17/2025 |
 Wayfair (W.US) | 0.08% | 0% | 97.38% | 11/17/2025 |
 Coupa Software Inc (COUP) | 0.04% | 0% | 5.43% | 3/1/2023 |
 SVB (SIVBQ) | 0.03% | 0% | 7.95% | 3/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.68% | 15.92% |
| SPDR S&P 500 ETF (SPY) | 12.6% | 11.3% |
| Meta (META) | 5.91% | 9.44% |
| Amazon (AMZN) | 7.52% | 8.1% |
| Alphabet (GOOG) | 5.37% | 7.53% |
| Vanguard Total Stock Market ETF (VTI) | 5.37% | 5.94% |
| Mastercard (MA) | 3.76% | 4.56% |
| Netflix (NFLX) | 2.68% | 3.3% |
| Shopify (SHOP) | 4.3% | 2.92% |
| Accenture (ACN) | 2.68% | 2.56% |
| Trade Desk (TTD) | 2.15% | 2.55% |
| Crowdstrike (CRWD) | 1.61% | 2% |
| Disney (DIS) | 3.76% | 1.9% |
| Salesforce (CRM) | 1.61% | 1.85% |
| Cloudflare (NET) | 1.61% | 1.69% |
| Vanguard Short-Term Bond ETF (BSV) | 2.15% | 1.61% |
| HubSpot (HUBS) | 1.61% | 1.61% |
| Ethereum (ETH) | 0.54% | 1.2% |
| Vanguard Total Bond Market ETF (BND) | 1.61% | 1.06% |
| Bitcoin (BTC) | 0.54% | 1.03% |
| MercadoLibre (MELI) | 1.07% | 0.91% |
| Autodesk (ADSK) | 1.07% | 0.88% |
| Pinterest (PINS) | 2.68% | 0.86% |
| iShares Core MSCI Total International Stock ETF (IXUS) | 1.07% | 0.84% |
| Wix (WIX) | 1.07% | 0.69% |
| Airbnb (ABNB) | 1.07% | 0.65% |
| Lam Research (LRCX) | 0.54% | 0.58% |
| Old Dominion (ODFL) | 0.54% | 0.57% |
| Lemonade (LMND) | 2.15% | 0.57% |
| ResMed (RMD) | 0.54% | 0.53% |
| Alibaba (BABA) | 1.61% | 0.48% |
| DocuSign (DOCU) | 1.61% | 0.46% |
| Adobe (ADBE) | 0.54% | 0.38% |
| IDEXX (IDXX) | 0.54% | 0.34% |
| Pfizer (PFE) | 0.54% | 0.33% |
| Zoom (ZM) | 1.61% | 0.31% |
| Okta (OKTA) | 1.07% | 0.29% |
| Masimo (MASI) | 0.54% | 0.28% |
| PayPal (PYPL) | 1.07% | 0.28% |
| Align (ALGN) | 1.07% | 0.26% |
| Fiverr (FVRR) | 1.61% | 0.19% |
| Paycom (PAYC) | 0.54% | 0.18% |
| Twilio (TWLO) | 0.54% | 0.13% |
| Etsy (ETSY) | 0.54% | 0.13% |
| Moderna (MRNA) | 0.54% | 0.11% |
| Fastly (FSLY) | 1.07% | 0.1% |
| Roku (ROKU) | 0.54% | 0.1% |
| Bilibili (BILI) | 0.54% | 0.08% |
| Wayfair (W.US) | 0.54% | 0.05% |
| Teladoc (TDOC) | 1.07% | 0.04% |