Portfolio Diversification
Range
Most Diversified
35 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
AAPL99.53%
MSFT99.53%
DIS99.53%
KO99.53%
MCD99.53%
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 |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 34.44% | 10.07% | 93.11% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 11.29% | 7.9% | 99.53% | - |
 Vanguard Total Stock Market ETF (VTI) | 9.7% | 7.08% | 99.53% | - |
 Vanguard S&P 500 ETF (VOO) | 7.07% | 11.89% | 99.53% | - |
 Global X SuperDividend ETF (SDIV) | 5.54% | 5.05% | 99.53% | - |
| Microsoft (MSFT) | 5.01% | 5.3% | 99.53% | - |
 Vanguard Total World Stock ETF (VT.US) | 4.99% | 10.97% | 57.64% | - |
| McDonald's (MCD) | 3.63% | 1.27% | 99.53% | - |
| Coca-Cola (KO) | 2.7% | 2.52% | 99.53% | - |
| Disney (DIS) | 2.61% | 2.32% | 99.53% | - |
| Apple (AAPL) | 1.98% | 0.89% | 99.53% | - |
 3M (MMM) | 1.6% | 1.36% | 99.53% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 1.57% | 0% | 99.15% | 12/4/2025 |
 S&P Global (SPGI) | 1.43% | 0% | 50.94% | 7/3/2024 |
 Vanguard Health Care ETF (VHT) | 0.5% | 0% | 10.09% | 4/21/2023 |
 AT&T (T) | 0.48% | 0% | 89.72% | 8/20/2025 |
 BlackStone (BX) | 0.48% | 0% | 57.74% | 9/13/2024 |
 Invesco QQQ (QQQ) | 0.46% | 0% | 9.81% | 4/18/2023 |
 Realty Income (O) | 0.44% | 0% | 9.81% | 4/18/2023 |
 Crown Castle (CCI) | 0.42% | 0.14% | 99.53% | - |
 Norfolk Southern (NSC) | 0.32% | 0% | 92.83% | 9/22/2025 |
 Shiba (in millions) (SHIBxM) | 0.3% | 0% | 39.72% | 3/4/2024 |
 International Paper (IP.US) | 0.26% | 0% | 98.96% | 12/4/2025 |
 iShares MSCI Germany ETF (EWG) | 0.23% | 0% | 9.81% | 4/18/2023 |
 AGNC (AGNC) | 0.23% | 0.21% | 99.53% | - |
 Target (TGT) | 0.21% | 0.12% | 99.53% | - |
 T. Rowe Price (TROW) | 0.2% | 0.17% | 99.53% | - |
 Union Pacific (UNP) | 0.18% | 0% | 20.28% | 8/7/2023 |
 VF Corp (VFC) | 0.17% | 0.08% | 99.34% | - |
 Leggett & Platt (LEG) | 0.15% | 0.07% | 99.53% | - |
 Brinker Intl. (EAT) | 0.13% | 0% | 46.23% | 5/13/2024 |
 Solventum (SOLV) | 0.11% | 0.24% | 57.17% | - |
 Warner Bros Discovery (WBD) | 0.07% | 0% | 99.06% | 12/4/2025 |
 Vanguard Global Aggregate Bond UCITS ETF (VAGU.L) | 0.07% | 2.09% | 3.4% | - |
 Texas Instruments (TXN) | 0.05% | 0% | 9.81% | 4/18/2023 |
 Cisco (CSCO) | 0.05% | 0% | 9.81% | 4/18/2023 |
 Emerson (EMR) | 0.04% | 0% | 9.81% | 4/18/2023 |
 Polaris (PII) | 0.04% | 0% | 9.81% | 4/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 38.27% | 43.81% |
| Vanguard S&P 500 Growth ETF (VOOG) | 8.2% | 10.09% |
| Vanguard Total Stock Market ETF (VTI) | 9.04% | 9.65% |
| Vanguard S&P 500 ETF (VOO) | 8.84% | 8.78% |
| Vanguard Total World Stock ETF (VT.US) | 6.94% | 6.22% |
| Microsoft (MSFT) | 3.33% | 4% |
| Global X SuperDividend ETF (SDIV) | 7.17% | 3.76% |
| McDonald's (MCD) | 2.67% | 2.7% |
| Apple (AAPL) | 1.84% | 2.17% |
| Disney (DIS) | 3.39% | 2.13% |
| Coca-Cola (KO) | 2% | 1.94% |
| 3M (MMM) | 2.33% | 1.27% |
| iShares MSCI Emerging Markets ETF (EEM) | 1.55% | 1.18% |
| AT&T (T) | 0.67% | 0.45% |
| Crown Castle (CCI) | 0.67% | 0.26% |
| Norfolk Southern (NSC) | 0.33% | 0.25% |
| International Paper (IP.US) | 0.33% | 0.25% |
| T. Rowe Price (TROW) | 0.33% | 0.16% |
| Solventum (SOLV) | 0% | 0.16% |
| AGNC (AGNC) | 0.33% | 0.16% |
| VF Corp (VFC) | 0.67% | 0.15% |
| Target (TGT) | 0.33% | 0.15% |
| Warner Bros Discovery (WBD) | 0.14% | 0.05% |
| Leggett & Platt (LEG) | 0.33% | 0.05% |