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Portfolio Diversification
Range
Most Diversified
35 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.7 instruments
Most Consistent Holdings
Top 5
AAPL99.55%
MSFT99.55%
DIS99.55%
KO99.55%
MCD99.55%
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) | 33.83% | 19.62% | 93.4% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 11.38% | 13.5% | 99.55% | - |
 Vanguard Total Stock Market ETF (VTI) | 9.82% | 12.54% | 99.55% | - |
 Vanguard S&P 500 ETF (VOO) | 7.25% | 11.42% | 99.55% | - |
 Global X SuperDividend ETF (SDIV) | 5.52% | 5.15% | 99.55% | - |
 Vanguard Total World Stock ETF (VT.US) | 5.32% | 13.97% | 59.4% | - |
| Microsoft (MSFT) | 5.01% | 4.84% | 99.55% | - |
| McDonald's (MCD) | 3.61% | 3.17% | 99.55% | - |
| Coca-Cola (KO) | 2.69% | 2.5% | 99.55% | - |
| Disney (DIS) | 2.6% | 2.36% | 99.55% | - |
| Apple (AAPL) | 2.01% | 2.4% | 99.55% | - |
 3M (MMM) | 1.61% | 1.73% | 99.55% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 1.6% | 2.75% | 99.1% | - |
 S&P Global (SPGI) | 1.37% | 0% | 48.82% | 7/3/2024 |
 Vanguard Health Care ETF (VHT) | 0.48% | 0% | 9.67% | 4/21/2023 |
 AT&T (T) | 0.46% | 0% | 85.99% | 8/20/2025 |
 BlackStone (BX) | 0.46% | 0% | 55.33% | 9/13/2024 |
 Invesco QQQ (QQQ) | 0.44% | 0% | 9.4% | 4/18/2023 |
 Realty Income (O) | 0.42% | 0% | 9.4% | 4/18/2023 |
 Crown Castle (CCI) | 0.41% | 0.28% | 99.55% | - |
 Norfolk Southern (NSC) | 0.3% | 0% | 88.97% | 9/22/2025 |
 Shiba (in millions) (SHIBxM) | 0.29% | 0% | 38.07% | 3/4/2024 |
 International Paper (IP.US) | 0.25% | 0.22% | 98.92% | - |
 AGNC (AGNC) | 0.22% | 0.22% | 99.55% | - |
 iShares MSCI Germany ETF (EWG) | 0.22% | 0% | 9.4% | 4/18/2023 |
 Target (TGT) | 0.2% | 0.14% | 99.55% | - |
 T. Rowe Price (TROW) | 0.2% | 0.16% | 99.55% | - |
 Union Pacific (UNP) | 0.18% | 0% | 19.44% | 8/7/2023 |
 VF Corp (VFC) | 0.17% | 0.14% | 99.28% | - |
 Vanguard Global Aggregate Bond UCITS ETF (VAGU.L) | 0.15% | 2.04% | 7.41% | - |
 Leggett & Platt (LEG) | 0.15% | 0.08% | 99.55% | - |
 Brinker Intl. (EAT) | 0.13% | 0% | 44.3% | 5/13/2024 |
 Solventum (SOLV) | 0.12% | 0.22% | 58.95% | - |
 Warner Bros Discovery (WBD) | 0.08% | 0.15% | 99.01% | - |
 Texas Instruments (TXN) | 0.05% | 0% | 9.4% | 4/18/2023 |
 Cisco (CSCO) | 0.04% | 0% | 9.4% | 4/18/2023 |
 Emerson (EMR) | 0.04% | 0% | 9.4% | 4/18/2023 |
 Polaris (PII) | 0.04% | 0% | 9.4% | 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 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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