Loading...
Portfolio Diversification
Range
Most Diversified
9 instruments
June 4, 2024
Least Diversified
0 instruments
April 4, 2026
Average
5.3 instruments
Most Consistent Holdings
Top 5
META99.88%
IAGG82%
IUSB82%
BABA81.27%
VTI74.45%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 29.62% | 0% | 74.45% | 4/3/2026 |
| Meta (META) | 23.17% | 0% | 99.88% | 4/3/2026 |
| iShares Core Total USD Bond Market ETF (IUSB) | 20.37% | 0% | 82% | 4/3/2026 |
 Vanguard FTSE All-World ex-US (VEU) | 15.43% | 0% | 74.45% | 4/3/2026 |
| iShares Core International Aggregate Bond ETF (IAGG) | 4.25% | 0% | 82% | 4/3/2026 |
| Alibaba (BABA) | 3.03% | 0% | 81.27% | 4/3/2026 |
 iShares Core S&P 500 ETF (IVV) | 1.38% | 0% | 7.54% | 7/29/2024 |
 iShares Core MSCI International Developed Markets ETF (IDEV) | 0.75% | 0% | 7.54% | 7/29/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.27% | 0% | 7.54% | 7/29/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.14% | 0% | 7.54% | 7/29/2024 |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.11% | 0% | 7.54% | 7/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 40.53% | 41.32% |
| Vanguard FTSE All-World ex-US (VEU) | 21.51% | 22.16% |
| iShares Core Total USD Bond Market ETF (IUSB) | 22.07% | 20.54% |
| Alibaba (BABA) | 4.43% | 4.66% |
| Meta (META) | 4% | 4.58% |
| iShares Core International Aggregate Bond ETF (IAGG) | 4.27% | 3.85% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.