Portfolio Diversification
Range
Most Diversified
51 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
49.5 instruments
Most Consistent Holdings
Top 5
GOOG99.93%
MCD99.93%
XOM99.93%
V99.93%
BRK.B99.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 13.99% | 14.12% | 99.93% | - |
 Invesco QQQ (QQQ) | 11.86% | 13.14% | 99.86% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 10.51% | 6.59% | 99.93% | - |
 iShares Semiconductor ETF (SOXX) | 7.24% | 8.73% | 99.86% | - |
 iShares Edge MSCI Min Vol USA (USMV) | 6.49% | 5.55% | 99.86% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 5.85% | 4.18% | 99.86% | - |
 SPDR Gold (GLD) | 5.02% | 6.78% | 99.93% | - |
 WisdomTree Cloud Computing Fund (WCLD) | 2.2% | 1.75% | 99.93% | - |
 Crowdstrike (CRWD) | 2.19% | 3.17% | 99.93% | - |
 NVIDIA (NVDA) | 2.16% | 0% | 52.2% | 2/5/2024 |
| Alphabet (GOOG) | 1.57% | 2.44% | 99.93% | - |
 Microsoft (MSFT) | 1.51% | 1.47% | 99.86% | - |
 ARK Innovation ETF (ARKK) | 1.37% | 1.59% | 99.86% | - |
 Cloudflare (NET) | 1.35% | 2.16% | 99.93% | - |
 Transdigm (TDG) | 1.27% | 1.23% | 99.86% | - |
 iShares U.S. Medical Devices ETF (IHI) | 1.21% | 0.98% | 99.93% | - |
 Zscaler (ZS) | 1.15% | 1.05% | 99.86% | - |
| Visa (V) | 1.07% | 1.04% | 99.93% | - |
 Mastercard (MA) | 0.91% | 0.89% | 99.86% | - |
 AMD (AMD) | 0.88% | 1.11% | 99.86% | - |
| ExxonMobil (XOM) | 0.85% | 0.69% | 99.93% | - |
 Apple (AAPL) | 0.84% | 0.91% | 99.86% | - |
 Trade Desk (TTD) | 0.83% | 0.31% | 99.86% | - |
 Costco (COST) | 0.75% | 0.71% | 99.86% | - |
 Cintas (CTAS) | 0.73% | 0.68% | 99.93% | - |
 Shell (SHEL) | 0.71% | 0.59% | 99.93% | - |
 MongoDB (MDB) | 0.66% | 0.68% | 99.86% | - |
 Datadog (DDOG) | 0.66% | 0.62% | 99.93% | - |
 Snowflake (SNOW) | 0.63% | 0.58% | 99.93% | - |
 Palantir (PLTR) | 0.6% | 2% | 99.93% | - |
 Republic Services (RSG) | 0.6% | 0.55% | 99.86% | - |
 Monday.com (MNDY) | 0.6% | 0.37% | 99.86% | - |
 UnitedHealth (UNH) | 0.59% | 0.3% | 99.86% | - |
| Berkshire Hathaway (BRK.B) | 0.59% | 0.56% | 99.93% | - |
 O'Reilly Auto (ORLY) | 0.54% | 0.55% | 99.93% | - |
 Waste Management (WM) | 0.51% | 0.44% | 99.86% | - |
 MSCI (MSCI) | 0.49% | 0.37% | 99.86% | - |
| McDonald's (MCD) | 0.45% | 0.37% | 99.93% | - |
 American Water (AWK) | 0.41% | 0.28% | 99.93% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.41% | 0.14% | 99.93% | - |
 Edwards Lifesciences (EW) | 0.37% | 0.27% | 99.86% | - |
 Ross Stores (ROST) | 0.36% | 0.39% | 99.93% | - |
 Amazon (AMZN) | 0.36% | 0.38% | 99.86% | - |
 ZoomInfo (GTM) | 0.26% | 0.08% | 99.72% | - |
 Zoom (ZM) | 0.23% | 0.18% | 99.86% | - |
 Okta (OKTA) | 0.23% | 0.11% | 99.93% | - |
 SentinelOne (S.US) | 0.16% | 0.08% | 99.65% | - |
 PayPal (PYPL) | 0.16% | 0.09% | 99.86% | - |
 BILL (BILL) | 0.13% | 0.06% | 96.67% | - |
 Confluent (CFLT) | 0.11% | 0.09% | 99.86% | - |
 Coupa Software Inc (COUP) | 0.01% | 0% | 5.18% | 3/15/2022 |
 DocuSign (DOCU) | 0% | 0% | 0.21% | 1/3/2022 |
 Roku (ROKU) | 0% | 0% | 0.21% | 1/3/2022 |
 Fiverr (FVRR) | 0% | 0% | 0.21% | 1/3/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 9.18% | 14.49% |
| Invesco QQQ (QQQ) | 7.91% | 13.04% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 17% | 7.84% |
| iShares Semiconductor ETF (SOXX) | 3.95% | 7.48% |
| iShares Edge MSCI Min Vol USA (USMV) | 6.06% | 6.2% |
| SPDR Gold (GLD) | 3.95% | 4.94% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 7.91% | 4.78% |
| Crowdstrike (CRWD) | 0.59% | 2.56% |
| WisdomTree Cloud Computing Fund (WCLD) | 3.95% | 2.19% |
| Alphabet (GOOG) | 1.03% | 1.78% |
| Microsoft (MSFT) | 0.79% | 1.55% |
| Transdigm (TDG) | 0.4% | 1.43% |
| Cloudflare (NET) | 0.79% | 1.37% |
| ARK Innovation ETF (ARKK) | 3.95% | 1.34% |
| Trade Desk (TTD) | 0.4% | 1.17% |
| Visa (V) | 0.79% | 1.13% |
| iShares U.S. Medical Devices ETF (IHI) | 1.58% | 1.09% |
| Palantir (PLTR) | 0.4% | 0.98% |
| Mastercard (MA) | 0.79% | 0.97% |
| Apple (AAPL) | 0.4% | 0.97% |
| Zscaler (ZS) | 0.4% | 0.96% |
| Costco (COST) | 0.57% | 0.87% |
| Cintas (CTAS) | 0.4% | 0.79% |
| AMD (AMD) | 0.4% | 0.76% |
| ExxonMobil (XOM) | 0.4% | 0.75% |
| Datadog (DDOG) | 0.79% | 0.72% |
| Monday.com (MNDY) | 1.19% | 0.66% |
| Republic Services (RSG) | 0.4% | 0.61% |
| Shell (SHEL) | 0.4% | 0.61% |
| Berkshire Hathaway (BRK.B) | 0.4% | 0.61% |
| O'Reilly Auto (ORLY) | 0.4% | 0.55% |
| UnitedHealth (UNH) | 0.4% | 0.53% |
| Snowflake (SNOW) | 1.19% | 0.49% |
| MSCI (MSCI) | 0.4% | 0.49% |
| Waste Management (WM) | 0.4% | 0.49% |
| MongoDB (MDB) | 0.4% | 0.45% |
| Amazon (AMZN) | 0.4% | 0.44% |
| McDonald's (MCD) | 0.4% | 0.41% |
| Ross Stores (ROST) | 0.4% | 0.39% |
| American Water (AWK) | 0.59% | 0.31% |
| Edwards Lifesciences (EW) | 0.4% | 0.28% |
| Zoom (ZM) | 0.79% | 0.2% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.58% | 0.18% |
| PayPal (PYPL) | 0.4% | 0.15% |
| SentinelOne (S.US) | 0.4% | 0.14% |
| Okta (OKTA) | 0.4% | 0.12% |
| BILL (BILL) | 0.4% | 0.11% |
| Confluent (CFLT) | 0.4% | 0.1% |
| ZoomInfo (GTM) | 0.79% | 0.1% |