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Portfolio Diversification
Range
Most Diversified
20 instruments
January 6, 2026
Least Diversified
0 instruments
December 31, 2025
Average
10.7 instruments
Most Consistent Holdings
Top 5
VOO99.23%
VEA99.23%
VWO99.23%
BND99.23%
BNDX99.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 19.71% | 0% | 76.53% | 12/30/2025 |
| Vanguard FTSE Developed Market ETF (VEA) | 16.24% | 2.03% | 99.23% | - |
| Vanguard S&P 500 ETF (VOO) | 15.11% | 15.1% | 99.23% | - |
| Vanguard Total Bond Market ETF (BND) | 9.1% | 9.9% | 99.23% | - |
| Vanguard FTSE Emerging Markets (VWO) | 8.21% | 2.02% | 99.23% | - |
| Vanguard Total International Bond ETF (BNDX) | 7.38% | 1.98% | 99.23% | - |
 SPDR Gold (GLD) | 3.84% | 0% | 76.53% | 12/30/2025 |
 Vanguard Real Estate ETF (VNQ) | 3.59% | 0% | 77.3% | 1/5/2026 |
 Vanguard Value ETF (VTV) | 2.76% | 11.96% | 22.7% | - |
 SPDR Gold MiniShares Trust (GLDM) | 1.94% | 8.66% | 22.7% | - |
 iShares Global REIT ETF (REET) | 1.77% | 8% | 21.94% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.43% | 5.93% | 22.7% | - |
 State Street Industrial Select Sector SPDR ETF (XLI) | 1.17% | 4.99% | 22.7% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.89% | 3.94% | 22.7% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.86% | 4.06% | 22.7% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.85% | 3.97% | 21.94% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.66% | 3.04% | 22.7% | - |
 Invesco QQQ (QQQ.RTH) | 0.66% | 3.02% | 22.7% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.5% | 2.05% | 22.7% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.48% | 2.07% | 22.7% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.44% | 2.01% | 22.7% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.44% | 1.97% | 22.7% | - |
 Vanguard Growth ETF (VUG) | 0.42% | 2.03% | 22.7% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|
Cash & Instruments Over Time
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