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Portfolio Diversification
Range
Most Diversified
20 instruments
January 6, 2026
Least Diversified
0 instruments
December 31, 2025
Average
12.6 instruments
Most Consistent Holdings
Top 5
VEA98.43%
VWO98.43%
BND98.43%
VOO98.24%
BNDX98.24%
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) | 15.15% | 0% | 58.82% | 12/30/2025 |
| Vanguard S&P 500 ETF (VOO) | 15.13% | 16.01% | 98.24% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 12.94% | 2.07% | 98.43% | - |
| Vanguard Total Bond Market ETF (BND) | 9.05% | 9.09% | 98.43% | - |
| Vanguard FTSE Emerging Markets (VWO) | 6.77% | 2.03% | 98.43% | - |
| Vanguard Total International Bond ETF (BNDX) | 6.08% | 1.84% | 98.24% | - |
 Vanguard Value ETF (VTV) | 4.8% | 12.61% | 39.61% | - |
 SPDR Gold MiniShares Trust (GLDM) | 3.19% | 7.04% | 39.61% | - |
 iShares Global REIT ETF (REET) | 3.17% | 8.54% | 38.82% | - |
 SPDR Gold (GLD) | 2.95% | 0% | 58.82% | 12/30/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.76% | 0% | 59.41% | 1/5/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 2.38% | 6.03% | 39.41% | - |
 State Street Industrial Select Sector SPDR ETF (XLI) | 2.03% | 5.27% | 39.41% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.56% | 4.36% | 39.41% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 1.51% | 3.65% | 39.61% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 1.5% | 3.75% | 39.02% | - |
 Invesco QQQ (QQQ.RTH) | 1.26% | 3.33% | 39.41% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.18% | 2.88% | 39.61% | - |
 Vanguard Growth ETF (VUG) | 0.82% | 2.17% | 39.41% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.81% | 1.99% | 39.61% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.78% | 1.82% | 39.61% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.77% | 2.09% | 39.41% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.74% | 1.82% | 39.41% | - |
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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