Loading...
Portfolio Diversification
Range
Most Diversified
13 instruments
March 11, 2025
Least Diversified
0 instruments
April 4, 2026
Average
8.4 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
SPYD99.92%
VOO99.92%
AAPL99.92%
BNDX88.73%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 69.59% | 70.62% | 99.92% | - |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 8.14% | 2.65% | 99.92% | - |
| Alphabet (GOOG) | 7.35% | 5.44% | 99.92% | - |
| Apple (AAPL) | 4.17% | 2.72% | 99.92% | - |
 Vanguard Total International Stock ETF (VXUS) | 3.32% | 1.89% | 88.73% | - |
| Vanguard Total International Bond ETF (BNDX) | 1.9% | 4.61% | 88.73% | - |
 Upstart (UPST) | 1.9% | 2.5% | 73.05% | - |
 Invesco QQQ (QQQ) | 0.88% | 0% | 12.03% | 5/26/2023 |
 Bitcoin (BTC) | 0.6% | 7.7% | 11.95% | - |
 Ishares Russell 2000 ETF (IWM) | 0.53% | 0% | 33.73% | 11/25/2025 |
 NVIDIA (NVDA) | 0.33% | 0% | 29.66% | 2/23/2026 |
 Novo-Nordisk (NVO) | 0.33% | 0.72% | 33.05% | - |
 Merck (MRK) | 0.18% | 0% | 29.66% | 2/23/2026 |
 Palantir (PLTR) | 0.17% | 0% | 7.2% | 4/3/2025 |
 Waste Management (WM) | 0.1% | 1.06% | 11.69% | - |
 Tesla (TSLA) | 0.06% | 0% | 4.32% | 2/22/2023 |
 iShares TIPS Bond ETF (TIP) | 0.03% | 0% | 4.32% | 2/22/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.03% | 0% | 4.32% | 2/22/2023 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.03% | 0% | 4.41% | 2/23/2023 |
 Nike (NKE) | 0.03% | 0% | 2.29% | 8/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 72.03% | 73.86% |
| Alphabet (GOOG) | 4.7% | 7.74% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 7.01% | 5.18% |
| Apple (AAPL) | 2.81% | 3.55% |
| Vanguard Total International Bond ETF (BNDX) | 4.98% | 3.21% |
| Vanguard Total International Stock ETF (VXUS) | 1.93% | 1.8% |
| NVIDIA (NVDA) | 1.26% | 1.39% |
| Novo-Nordisk (NVO) | 2.85% | 1.32% |
| Upstart (UPST) | 0.96% | 0.91% |
| Merck (MRK) | 1.06% | 0.76% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.