Portfolio Diversification
Range
Most Diversified
14 instruments
September 25, 2025
Least Diversified
0 instruments
January 2, 2023
Average
1.5 instruments
Most Consistent Holdings
Top 5
QQQ18.05%
VTI18.05%
VEA17.95%
VWO17.95%
SMH17.95%
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 |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 2.5% | 5.93% | 18.05% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 1.7% | 5.78% | 17.95% | - |
| Invesco QQQ (QQQ) | 1.3% | 3.56% | 18.05% | - |
| Vanguard FTSE Emerging Markets (VWO) | 1.25% | 4.79% | 17.95% | - |
| VanEck Vectors Semiconductor ETF (SMH) | 1.23% | 3.73% | 17.95% | - |
 iShares Russell 2000 Growth ETF (IWO) | 0.85% | 2.53% | 17.85% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.4% | 1.78% | 15.85% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.23% | 0.87% | 15.75% | - |
 Consumer Staples Select Sector SPDR (XLP) | 0.02% | 1.01% | 2.41% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.01% | 2.07% | 1% | - |
 Utilities Select Sector SPDR (XLU) | 0.01% | 0.58% | 2.41% | - |
 iShares MSCI India ETF (INDA) | 0.01% | 1.46% | 1% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.01% | 0.54% | 2.41% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.01% | 0.45% | 2.41% | - |
 Nike (NKE) | 0.01% | 0% | 0.2% | 4/9/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.01% | 0% | 0.1% | 4/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.01% | 0% | 0.1% | 4/8/2025 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 0.1% | 4/9/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.01% | 0% | 0.1% | 4/9/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|