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Portfolio Diversification
Range
Most Diversified
20 instruments
January 6, 2026
Least Diversified
0 instruments
December 31, 2025
Average
11.7 instruments
Most Consistent Holdings
Top 5
VOO98.65%
VEA98.65%
VWO98.65%
BND98.65%
BNDX98.65%
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) | 17.32% | 0% | 67.26% | 12/30/2025 |
| Vanguard S&P 500 ETF (VOO) | 15.08% | 16.29% | 98.65% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 14.51% | 2.1% | 98.65% | - |
| Vanguard Total Bond Market ETF (BND) | 9.08% | 9.23% | 98.65% | - |
| Vanguard FTSE Emerging Markets (VWO) | 7.46% | 2.08% | 98.65% | - |
| Vanguard Total International Bond ETF (BNDX) | 6.7% | 1.86% | 98.65% | - |
 Vanguard Value ETF (VTV) | 3.79% | 12.09% | 31.39% | - |
 SPDR Gold (GLD) | 3.38% | 0% | 67.26% | 12/30/2025 |
 Vanguard Real Estate ETF (VNQ) | 3.16% | 0% | 67.94% | 1/5/2026 |
 SPDR Gold MiniShares Trust (GLDM) | 2.65% | 7.84% | 31.39% | - |
 iShares Global REIT ETF (REET) | 2.49% | 8.19% | 30.72% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.92% | 5.97% | 31.39% | - |
 State Street Industrial Select Sector SPDR ETF (XLI) | 1.61% | 4.98% | 31.39% | - |
 State Street Financial Select Sector SPDR ETF (XLF) | 1.22% | 4.01% | 31.39% | - |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 1.21% | 3.73% | 31.39% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 1.19% | 3.79% | 30.72% | - |
 Invesco QQQ (QQQ.RTH) | 0.96% | 3.53% | 31.39% | - |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.93% | 3.12% | 31.39% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.65% | 1.87% | 31.39% | - |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.65% | 1.96% | 31.39% | - |
 Vanguard Growth ETF (VUG) | 0.62% | 2.3% | 31.39% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.6% | 1.93% | 31.39% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.6% | 1.84% | 31.39% | - |
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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