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Portfolio Diversification
Range
Most Diversified
26 instruments
January 3, 2026
Least Diversified
0 instruments
April 8, 2025
Average
16.7 instruments
Most Consistent Holdings
Top 5
AMZN99.68%
BRK.B99.68%
VOOG99.68%
GOOG94.23%
V94.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 8, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 Growth ETF (VOOG) | 23.84% | 16.07% | 99.68% | - |
 Vanguard Total Stock Market ETF (VTI) | 10.13% | 5.71% | 94.23% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 9.93% | 7.67% | 93.27% | - |
 Microsoft (MSFT) | 6.15% | 3.49% | 93.27% | - |
| Alphabet (GOOG) | 6.15% | 6.18% | 94.23% | - |
| Amazon (AMZN) | 6.07% | 2.21% | 99.68% | - |
| Berkshire Hathaway (BRK.B) | 5.62% | 1.6% | 99.68% | - |
| Visa (V) | 4.64% | 2.32% | 94.23% | - |
 Walmart (WMT) | 3.58% | 2.59% | 93.27% | - |
 NVIDIA (NVDA) | 2.9% | 4.22% | 70.19% | - |
 Meta (META) | 2.86% | 3.94% | 74.04% | - |
 Vanguard Information Technology (VGT) | 2.71% | 4.07% | 52.24% | - |
 Tesla (TSLA) | 1.65% | 1.42% | 72.44% | - |
 iShares Bitcoin Trust (IBIT) | 1.62% | 0% | 37.18% | 10/21/2025 |
 Uber (UBER) | 1.61% | 0.3% | 72.44% | - |
 JPMorgan (JPM) | 1.55% | 2.03% | 70.19% | - |
 Coca-Cola (KO) | 1.5% | 2.78% | 52.24% | - |
 Bank of America (BAC) | 1.47% | 2.09% | 50.64% | - |
 UnitedHealth (UNH) | 1.21% | 2.2% | 52.24% | - |
 Chevron (CVX) | 1.18% | 1.93% | 50.64% | - |
 Citi (C) | 0.6% | 2.06% | 31.41% | - |
 Apple (AAPL) | 0.59% | 1.88% | 31.41% | - |
 Adobe (ADBE) | 0.45% | 1.28% | 23.4% | - |
 Caterpillar (CAT) | 0.31% | 1.56% | 22.44% | - |
 Johnson & Johnson (JNJ) | 0.15% | 0.96% | 16.67% | - |
 Dave (DAVE) | 0.13% | 0% | 16.35% | 2/12/2026 |
 Nu (NU) | 0.12% | 0.81% | 13.46% | - |
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) | 19.13% | 19.61% |
| Vanguard Total Stock Market ETF (VTI) | 7.99% | 8.19% |
| iShares MSCI ACWI Index Fund (ACWI) | 7.99% | 8.18% |
| Alphabet (GOOG) | 5.99% | 7.34% |
| Meta (META) | 5.99% | 5.45% |
| Vanguard Information Technology (VGT) | 4.99% | 4.87% |
| NVIDIA (NVDA) | 4.99% | 4.86% |
| Microsoft (MSFT) | 4.99% | 4.76% |
| Amazon (AMZN) | 3.49% | 3.49% |
| Visa (V) | 3% | 2.91% |
| Coca-Cola (KO) | 3% | 2.86% |
| Bank of America (BAC) | 2.5% | 2.54% |
| Walmart (WMT) | 2.5% | 2.52% |
| Citi (C) | 2.5% | 2.51% |
| JPMorgan (JPM) | 2.5% | 2.49% |
| Chevron (CVX) | 2.5% | 2.31% |
| Apple (AAPL) | 2.5% | 2.27% |
| Tesla (TSLA) | 2% | 2.26% |
| Adobe (ADBE) | 2% | 1.94% |
| UnitedHealth (UNH) | 2% | 1.92% |
| Berkshire Hathaway (BRK.B) | 2% | 1.87% |
| Uber (UBER) | 2% | 1.62% |
| Caterpillar (CAT) | 1.5% | 1.36% |
| Johnson & Johnson (JNJ) | 1% | 0.94% |
| Dave (DAVE) | 1% | 0.93% |
Cash & Instruments Over Time
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