Portfolio Diversification
Range
Most Diversified
5 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
5 instruments
Most Consistent Holdings
Top 5
TLT99.91%
IEF99.91%
VTI99.91%
VEA99.91%
VWO99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 50.82% | 49.88% | 99.91% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 21.45% | 20.18% | 99.91% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 10.25% | 10.87% | 99.91% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 10.21% | 10.65% | 99.91% | - |
| Vanguard FTSE Emerging Markets (VWO) | 7.01% | 7.8% | 99.91% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 42.2% | 52.86% |
| Vanguard FTSE Developed Market ETF (VEA) | 21.35% | 20.35% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 12.8% | 9.59% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 14.6% | 9.27% |
| Vanguard FTSE Emerging Markets (VWO) | 7.66% | 6.73% |