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Portfolio Diversification
Range
Most Diversified
31 instruments
May 5, 2026
Least Diversified
0 instruments
April 8, 2025
Average
21.7 instruments
Most Consistent Holdings
Top 5
AMZN98.76%
VOOG98.76%
BRK.B98.23%
GOOG95.75%
V95.75%
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) | 20.83% | 16.41% | 98.76% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 8.33% | 5.67% | 95.75% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 8.24% | 5.62% | 95.22% | - |
| Alphabet (GOOG) | 6.38% | 6.59% | 95.75% | - |
 Microsoft (MSFT) | 5.61% | 5.36% | 95.22% | - |
| Amazon (AMZN) | 4.6% | 2.52% | 98.76% | - |
 Meta (META) | 3.81% | 5.51% | 84.6% | - |
| Visa (V) | 3.55% | 2.3% | 95.75% | - |
| Berkshire Hathaway (BRK.B) | 3.5% | 0% | 98.23% | 10/21/2026 |
 Vanguard Information Technology (VGT) | 3.4% | 4.86% | 72.57% | - |
 NVIDIA (NVDA) | 3.04% | 2.62% | 82.48% | - |
 Walmart (WMT) | 2.76% | 1.46% | 95.22% | - |
 Coca-Cola (KO) | 2.12% | 2.65% | 72.57% | - |
 Vanguard Total International Stock ETF (VXUS) | 1.98% | 4.18% | 43.72% | - |
 JPMorgan (JPM) | 1.86% | 2.61% | 82.48% | - |
 Bank of America (BAC) | 1.62% | 2.54% | 71.68% | - |
 Citi (C) | 1.62% | 3.5% | 61.06% | - |
 UnitedHealth (UNH) | 1.54% | 2.37% | 72.57% | - |
 Tesla (TSLA) | 1.49% | 0.94% | 83.72% | - |
 Uber (UBER) | 1.38% | 1.06% | 83.72% | - |
 Invesco QQQ (QQQ) | 1.29% | 4.45% | 39.47% | - |
 Nu (NU) | 1.14% | 4.52% | 51.15% | - |
 Chevron (CVX.US) | 1.13% | 0% | 64.07% | 9/10/2026 |
 Caterpillar (CAT) | 1.11% | 2.42% | 56.11% | - |
 Apple (AAPL) | 1.08% | 1.61% | 61.06% | - |
 Adobe (ADBE) | 0.96% | 1.29% | 56.64% | - |
 Johnson & Johnson (JNJ) | 0.96% | 1.96% | 52.92% | - |
 iShares Bitcoin Trust (IBIT) | 0.89% | 0% | 20.53% | 10/21/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.86% | 4.99% | 30.44% | - |
 Dave (DAVE) | 0.23% | 0% | 23.19% | 5/6/2026 |
 Palantir (PLTR) | 0.2% | 0% | 21.06% | 9/2/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.18% | 0% | 17.88% | 8/12/2026 |
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 Morningstar 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.US) | 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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