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Portfolio Diversification
Range
Most Diversified
28 instruments
March 10, 2026
Least Diversified
0 instruments
April 8, 2025
Average
18.1 instruments
Most Consistent Holdings
Top 5
AMZN99.72%
BRK.B99.72%
VOOG99.72%
GOOG94.99%
V94.99%
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) | 23.2% | 17.89% | 99.72% | - |
 Vanguard Total Stock Market ETF (VTI) | 9.72% | 6.68% | 94.99% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 9.57% | 6.8% | 94.15% | - |
| Alphabet (GOOG) | 6.17% | 6.18% | 94.99% | - |
 Microsoft (MSFT) | 5.97% | 5.02% | 94.15% | - |
| Amazon (AMZN) | 5.68% | 2.97% | 99.72% | - |
| Berkshire Hathaway (BRK.B) | 5.07% | 1.29% | 99.72% | - |
| Visa (V) | 4.34% | 2.49% | 94.99% | - |
 Walmart (WMT) | 3.44% | 2.36% | 94.15% | - |
 Meta (META) | 3.1% | 4.08% | 77.44% | - |
 NVIDIA (NVDA) | 3% | 3.31% | 74.09% | - |
 Vanguard Information Technology (VGT) | 2.92% | 3.91% | 58.5% | - |
 Coca-Cola (KO) | 1.73% | 3.6% | 58.5% | - |
 JPMorgan (JPM) | 1.67% | 2.66% | 74.09% | - |
 Tesla (TSLA) | 1.65% | 1.69% | 76.04% | - |
 Bank of America (BAC) | 1.54% | 1.96% | 57.1% | - |
 Uber (UBER) | 1.54% | 1.04% | 76.04% | - |
 iShares Bitcoin Trust (IBIT) | 1.41% | 0% | 32.31% | 10/21/2025 |
 Chevron (CVX) | 1.32% | 2.26% | 57.1% | - |
 UnitedHealth (UNH) | 1.31% | 1.77% | 58.5% | - |
 Citi (C) | 0.86% | 3.21% | 40.39% | - |
 Apple (AAPL) | 0.78% | 1.86% | 40.39% | - |
 Adobe (ADBE) | 0.66% | 2.13% | 33.43% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.6% | 5.14% | 13.09% | - |
 Caterpillar (CAT) | 0.5% | 1.89% | 32.59% | - |
 Johnson & Johnson (JNJ) | 0.37% | 2.18% | 27.58% | - |
 Nu (NU) | 0.31% | 1.84% | 24.79% | - |
 Dave (DAVE) | 0.24% | 1.09% | 27.3% | - |
 Invesco QQQ (QQQ) | 0.16% | 2.63% | 6.41% | - |
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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