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Portfolio Diversification
Range
Most Diversified
35 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.1 instruments
Most Consistent Holdings
Top 5
KO99.02%
MCD99.02%
MMM99.02%
AGNC99.02%
TGT99.02%
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) | 31.11% | 17.07% | 93.87% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 11.58% | 14.7% | 99.02% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 10.09% | 11.83% | 99.02% | - |
 Vanguard S&P 500 ETF (VOO) | 7.79% | 10.78% | 99.02% | - |
 Vanguard Total World Stock ETF (VT.US) | 6.56% | 13.16% | 65.43% | - |
 Global X SuperDividend ETF (SDIV) | 5.36% | 4.29% | 99.02% | - |
 Microsoft (MSFT) | 4.82% | 4.35% | 98.94% | - |
| McDonald's (MCD) | 3.46% | 2.39% | 99.02% | - |
| Coca-Cola (KO) | 2.64% | 2.7% | 99.02% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 2.58% | 9.13% | 98.64% | - |
 Disney (DIS) | 2.49% | 1.99% | 98.94% | - |
 Apple (AAPL) | 2.07% | 2.53% | 98.94% | - |
| 3M (MMM) | 1.6% | 1.66% | 99.02% | - |
 S&P Global (SPGI) | 1.15% | 0% | 40.85% | 7/3/2024 |
 Vanguard Global Aggregate Bond UCITS ETF (VAGU.L) | 0.42% | 1.71% | 21.86% | - |
 Vanguard Health Care ETF (VHT) | 0.4% | 0% | 8.09% | 4/21/2023 |
 AT&T (T.US) | 0.39% | 0% | 71.94% | 8/20/2025 |
 BlackStone (BX) | 0.38% | 0% | 46.29% | 9/13/2024 |
 Crown Castle (CCI) | 0.38% | 0.2% | 98.94% | - |
 Invesco QQQ (QQQ) | 0.38% | 0.28% | 10.97% | - |
 Realty Income (O) | 0.35% | 0% | 7.87% | 4/18/2023 |
 Norfolk Southern (NSC) | 0.25% | 0% | 74.43% | 9/22/2025 |
 Shiba (in millions) (SHIBxM) | 0.24% | 0% | 31.85% | 3/4/2024 |
 International Paper (IP.US) | 0.24% | 0.18% | 97.81% | - |
| AGNC (AGNC) | 0.22% | 0.18% | 99.02% | - |
| Target (TGT) | 0.19% | 0.18% | 99.02% | - |
 T. Rowe Price (TROW) | 0.19% | 0.15% | 98.94% | - |
 iShares MSCI Germany ETF (EWG) | 0.18% | 0% | 7.87% | 4/18/2023 |
 VF Corp (VFC) | 0.16% | 0.09% | 98.41% | - |
 Union Pacific (UNP) | 0.15% | 0% | 16.26% | 8/7/2023 |
 Leggett & Platt (LEG) | 0.13% | 0.05% | 98.94% | - |
 Solventum (SOLV) | 0.13% | 0.21% | 65.05% | - |
 Brinker Intl. (EAT) | 0.11% | 0% | 37.07% | 5/13/2024 |
 Warner Bros Discovery (WBD) | 0.09% | 0.13% | 98.03% | - |
 Texas Instruments (TXN) | 0.04% | 0% | 7.87% | 4/18/2023 |
 Cisco (CSCO) | 0.04% | 0% | 7.87% | 4/18/2023 |
 Emerson (EMR) | 0.04% | 0% | 7.87% | 4/18/2023 |
 Polaris (PII) | 0.03% | 0% | 7.87% | 4/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 23.3% | 20.08% |
| Vanguard Total World Stock ETF (VT.US) | 13.61% | 13.68% |
| Vanguard S&P 500 Growth ETF (VOOG) | 9.07% | 13.61% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 9.99% | 12.41% |
| Vanguard S&P 500 ETF (VOO) | 9.78% | 11.36% |
| Microsoft (MSFT) | 3.69% | 5.1% |
| Global X SuperDividend ETF (SDIV) | 7.93% | 4.87% |
| McDonald's (MCD) | 2.95% | 3.17% |
| Apple (AAPL) | 2.04% | 2.62% |
| iShares MSCI Emerging Markets ETF (EEM) | 2.82% | 2.59% |
| Coca-Cola (KO) | 2.21% | 2.42% |
| Disney (DIS) | 3.75% | 2.41% |
| Vanguard Global Aggregate Bond UCITS ETF (VAGU.L) | 2.4% | 2.02% |
| 3M (MMM) | 2.58% | 1.76% |
| Crown Castle (CCI) | 0.74% | 0.28% |
| Solventum (SOLV) | 0% | 0.22% |
| International Paper (IP.US) | 0.37% | 0.2% |
| AGNC (AGNC) | 0.37% | 0.2% |
| T. Rowe Price (TROW) | 0.37% | 0.16% |
| Warner Bros Discovery (WBD) | 0.15% | 0.15% |
| VF Corp (VFC) | 0.74% | 0.14% |
| Target (TGT) | 0.37% | 0.12% |
| Leggett & Platt (LEG) | 0.37% | 0.07% |
Cash & Instruments Over Time
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