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Portfolio Diversification
Range
Most Diversified
31 instruments
May 5, 2026
Least Diversified
0 instruments
April 8, 2025
Average
19.4 instruments
Most Consistent Holdings
Top 5
AMZN99.27%
BRK.B99.27%
VOOG99.27%
GOOG95.16%
V95.16%
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) | 22.39% | 17.8% | 99.27% | - |
 Vanguard Total Stock Market ETF (VTI) | 9.25% | 6.26% | 95.16% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 9.13% | 6.29% | 94.43% | - |
| Alphabet (GOOG) | 6.2% | 6.67% | 95.16% | - |
 Microsoft (MSFT) | 5.83% | 5.2% | 94.43% | - |
| Amazon (AMZN) | 5.33% | 3.11% | 99.27% | - |
| Berkshire Hathaway (BRK.B) | 4.55% | 1.08% | 99.27% | - |
| Visa (V) | 4.06% | 2.23% | 95.16% | - |
 Walmart (WMT) | 3.26% | 1.87% | 94.43% | - |
 Meta (META) | 3.24% | 4.66% | 79.9% | - |
 Vanguard Information Technology (VGT) | 3.04% | 4.26% | 63.44% | - |
 NVIDIA (NVDA) | 3.03% | 3.35% | 77% | - |
 Coca-Cola (KO) | 1.91% | 3.17% | 63.44% | - |
 JPMorgan (JPM) | 1.75% | 2.28% | 77% | - |
 Tesla (TSLA) | 1.62% | 1.58% | 78.69% | - |
 Bank of America (BAC) | 1.57% | 1.71% | 62.23% | - |
 Uber (UBER) | 1.46% | 0.85% | 78.69% | - |
 UnitedHealth (UNH) | 1.39% | 2.09% | 63.44% | - |
 Chevron (CVX.US) | 1.37% | 1.73% | 62.23% | - |
 iShares Bitcoin Trust (IBIT) | 1.22% | 0% | 28.09% | 10/21/2025 |
 Citi (C) | 1.14% | 2.9% | 47.7% | - |
 Vanguard Total International Stock ETF (VXUS) | 1.13% | 4.62% | 23.97% | - |
 Apple (AAPL) | 0.9% | 1.86% | 47.7% | - |
 Adobe (ADBE) | 0.81% | 1.76% | 41.65% | - |
 Caterpillar (CAT) | 0.68% | 1.93% | 40.92% | - |
 Johnson & Johnson (JNJ) | 0.57% | 2.3% | 36.56% | - |
 Nu (NU) | 0.5% | 1.84% | 34.14% | - |
 Invesco QQQ (QQQ) | 0.47% | 2.67% | 18.16% | - |
 Dave (DAVE) | 0.31% | 0% | 31.72% | 5/6/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.09% | 1.77% | 5.81% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.07% | 1.12% | 5.81% | - |
 Palantir (PLTR) | 0.05% | 1.03% | 5.08% | - |
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.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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