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Portfolio Diversification
Range
Most Diversified
20 instruments
January 6, 2026
Least Diversified
0 instruments
December 31, 2025
Average
13.3 instruments
Most Consistent Holdings
Top 5
VEA98.4%
VWO98.4%
BND98.4%
VOO98.23%
BNDX98.23%
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 S&P 500 ETF (VOO) | 15.2% | 15.09% | 98.23% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 13.7% | 0% | 53.19% | 12/30/2025 |
| Vanguard FTSE Developed Market ETF (VEA) | 11.9% | 1.99% | 98.4% | - |
| Vanguard Total Bond Market ETF (BND) | 9.03% | 10.03% | 98.4% | - |
| Vanguard FTSE Emerging Markets (VWO) | 6.32% | 2.02% | 98.4% | - |
| Vanguard Total International Bond ETF (BNDX) | 5.67% | 2.01% | 98.23% | - |
 Vanguard Morningstar Value ETF (VTV) | 5.51% | 11.94% | 45.21% | - |
 iShares Global REIT ETF (REET) | 3.62% | 7.85% | 44.5% | - |
 SPDR Gold MiniShares Trust (GLDM) | 3.58% | 8.19% | 45.21% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.73% | 5.9% | 45.04% | - |
 SPDR Gold (GLD) | 2.67% | 0% | 53.19% | 12/30/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.5% | 0% | 53.72% | 1/5/2026 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 2.31% | 5% | 45.04% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.82% | 3.93% | 45.04% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 1.71% | 4.02% | 44.68% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 1.7% | 3.99% | 45.21% | - |
 Invesco QQQ (QQQ.RTH) | 1.45% | 3.06% | 45.04% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.35% | 2.96% | 45.21% | - |
 Vanguard Morningstar Growth ETF (VUG) | 0.95% | 2.03% | 45.04% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.92% | 1.98% | 45.21% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.89% | 2.01% | 45.04% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.89% | 1.99% | 45.21% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.84% | 2% | 45.04% | - |
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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