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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
TLT99.75%
IEF99.75%
VTI99.75%
VEA99.75%
VWO99.75%
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) | 51.63% | 55.73% | 99.75% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 20.64% | 18.36% | 99.75% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 10.06% | 9.1% | 99.75% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 10.03% | 9.08% | 99.75% | - |
| Vanguard FTSE Emerging Markets (VWO) | 7.16% | 7.49% | 99.75% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 44.35% | 54.33% |
| Vanguard FTSE Developed Market ETF (VEA) | 17.28% | 18.72% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 13.58% | 9.45% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 15.93% | 9.36% |
| Vanguard FTSE Emerging Markets (VWO) | 8.12% | 7.58% |
Cash & Instruments Over Time
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