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Portfolio Diversification
Range
Most Diversified
9 instruments
June 4, 2024
Least Diversified
0 instruments
April 4, 2026
Average
5.4 instruments
Most Consistent Holdings
Top 5
META99.66%
IAGG82.82%
IUSB82.82%
BABA82.13%
VTI75.72%
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) | 30.29% | 43.4% | 75.72% | - |
| Meta (META) | 22.14% | 5.32% | 99.66% | - |
| iShares Core Total USD Bond Market ETF (IUSB) | 20.33% | 19.81% | 82.82% | - |
 Vanguard FTSE All-World ex-US (VEU) | 15.79% | 22.21% | 75.72% | - |
| iShares Core International Aggregate Bond ETF (IAGG) | 4.27% | 5.18% | 82.82% | - |
| Alibaba (BABA) | 3.07% | 3.69% | 82.13% | - |
 iShares Core S&P 500 ETF (IVV) | 1.3% | 0% | 7.1% | 7/29/2024 |
 iShares Core MSCI International Developed Markets ETF (IDEV) | 0.71% | 0% | 7.1% | 7/29/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.25% | 0% | 7.1% | 7/29/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.13% | 0% | 7.1% | 7/29/2024 |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.1% | 0% | 7.1% | 7/29/2024 |
 NuScale Power (SMR) | 0.01% | 0.38% | 4.58% | - |
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
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