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Portfolio Diversification
Range
Most Diversified
60 instruments
February 25, 2026
Least Diversified
0 instruments
January 1, 2024
Average
19.8 instruments
Most Consistent Holdings
Top 5
AAPL34.41%
MSFT34.41%
AMZN34.41%
BAC34.41%
CVX.US34.41%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 2.95% | 8.07% | 34.41% | - |
 Invesco QQQ (QQQ) | 2.82% | 7.85% | 34.41% | - |
 Vanguard Total Bond Market ETF (BND) | 2.66% | 7.6% | 34.41% | - |
 Vanguard Total International Bond ETF (BNDX) | 2.57% | 7.17% | 34.41% | - |
 Berkshire Hathaway (BRK.B) | 2.34% | 7.58% | 34.41% | - |
 iShares MSCI South Korea ETF (EWY) | 1.18% | 3.24% | 34.41% | - |
 iShares TIPS Bond ETF (TIP) | 1.08% | 3.94% | 34.41% | - |
 Invesco DB Oil Fund (DBO) | 1.02% | 2.75% | 34.41% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.96% | 2.27% | 34.41% | - |
| Microsoft (MSFT) | 0.91% | 3.11% | 34.41% | - |
 Starbucks (SBUX) | 0.74% | 2.22% | 34.41% | - |
 iShares MSCI China ETF (MCHI) | 0.66% | 1.96% | 34.41% | - |
 AMD (AMD) | 0.63% | 1.73% | 34.31% | - |
 Royal Caribbean (RCL) | 0.58% | 1.49% | 34.41% | - |
 iShares MSCI Germany ETF (EWG) | 0.57% | 1.67% | 34.41% | - |
 Vanguard FTSE Europe ETF (VGK) | 0.55% | 1.43% | 34.41% | - |
| Amazon (AMZN) | 0.52% | 1.51% | 34.41% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.52% | 1.42% | 34.41% | - |
 Alphabet (GOOG) | 0.52% | 1.43% | 34.12% | - |
 American Airlines (AAL) | 0.49% | 1.38% | 34.41% | - |
 Nike (NKE) | 0.48% | 1.25% | 34.41% | - |
 SPDR Gold (GLD) | 0.48% | 1.71% | 34.31% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0.43% | 1.21% | 34.41% | - |
| Bank of America (BAC) | 0.43% | 1.09% | 34.41% | - |
| Apple (AAPL) | 0.43% | 1.32% | 34.41% | - |
 Bitcoin (BTC) | 0.43% | 2.17% | 34.41% | - |
 NVIDIA (NVDA) | 0.37% | 1.04% | 34.41% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.37% | 1.04% | 34.41% | - |
 Intel (INTC) | 0.37% | 0.61% | 34.41% | - |
 Visa (V) | 0.36% | 1.44% | 34.41% | - |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.36% | 1.01% | 34.31% | - |
 Netflix (NFLX) | 0.34% | 1.14% | 34.41% | - |
 iShares Core U.S. REIT ETF (USRT) | 0.33% | 0.79% | 34.41% | - |
 Ethereum (ETH) | 0.31% | 1.27% | 34.41% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.29% | 0.82% | 34.41% | - |
 Chipotle (CMG) | 0.28% | 0.91% | 34.12% | - |
 UnitedHealth (UNH) | 0.28% | 0.88% | 34.02% | - |
 Ambev (ABEV) | 0.26% | 0.77% | 34.21% | - |
 Ishares MSCI Australia ETF (EWA) | 0.25% | 0.78% | 34.41% | - |
 iShares MSCI India ETF (INDA) | 0.24% | 0.58% | 34.41% | - |
 Disney (DIS) | 0.23% | 0.64% | 34.41% | - |
 Burberry (BRBY.L) | 0.2% | 0.54% | 34.41% | - |
 Truist (TFC) | 0.2% | 0.57% | 34.41% | - |
| Chevron (CVX.US) | 0.19% | 0.6% | 34.41% | - |
 Qantas (QAN.ASX) | 0.19% | 0.42% | 33.72% | - |
 Pfizer (PFE) | 0.18% | 0.61% | 34.31% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.16% | 0.82% | 26.69% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.13% | 0.5% | 25.12% | - |
 Ford (F) | 0.13% | 0% | 24.93% | 7/15/2026 |
 Adobe (ADBE) | 0.13% | 0.91% | 22.68% | - |
 MercadoLibre (MELI) | 0.13% | 0.51% | 34.21% | - |
 Teucrium Wheat Fund (WEAT) | 0.12% | 0% | 24.83% | 7/15/2026 |
 Coles (COL.ASX) | 0.12% | 0% | 25.02% | 7/16/2026 |
 BYD (01211.HK) | 0.11% | 0.3% | 34.41% | - |
 Aramco (SAOC) | 0.1% | 0% | 30.99% | 9/17/2026 |
 APDR S&P Retail ETF (XRT) | 0.1% | 0.53% | 26.3% | - |
 Oracle Corporation (ORCL.RTH) | 0.09% | 0.44% | 31.57% | - |
 ANZ (ANZ.ASX) | 0.06% | 0% | 24.93% | 7/16/2026 |
 Nu (NU) | 0.05% | 0.34% | 15.15% | - |
 Woolworths (WOW.ASX) | 0.04% | 0% | 12.61% | 3/5/2026 |
 IBM (IBM) | 0.03% | 0.31% | 9.29% | - |
 Tesla (TSLA) | 0.03% | 0.32% | 8.7% | - |
 UnitedHealth (UNH.RTH) | 0.02% | 0% | 14.86% | 4/27/2026 |
 Palantir (PLTR) | 0.01% | 0% | 4.2% | 9/16/2026 |
 Invesco QQQ (QQQ.RTH) | 0.01% | 0% | 3.23% | 1/14/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 7.81% | 9.07% |
| Vanguard Total Bond Market ETF (BND) | 9.97% | 8.22% |
| Vanguard Total International Bond ETF (BNDX) | 10.07% | 8.11% |
| Invesco QQQ (QQQ) | 6.14% | 7.92% |
| Berkshire Hathaway (BRK.B) | 7.22% | 7.32% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.51% | 3.62% |
| Invesco DB Oil Fund (DBO) | 4.32% | 3.21% |
| Microsoft (MSFT) | 2.7% | 2.75% |
| iShares MSCI South Korea ETF (EWY) | 1.95% | 2.68% |
| iShares TIPS Bond ETF (TIP) | 3.03% | 2.48% |
| Starbucks (SBUX) | 2.6% | 2.09% |
| iShares MSCI China ETF (MCHI) | 1.53% | 1.89% |
| Royal Caribbean (RCL) | 1.08% | 1.87% |
| Vanguard FTSE Europe ETF (VGK) | 1.53% | 1.76% |
| Nike (NKE) | 2.2% | 1.71% |
| iShares MSCI Germany ETF (EWG) | 1.32% | 1.64% |
| Alphabet (GOOG) | 0.86% | 1.6% |
| Amazon (AMZN) | 1.3% | 1.53% |
| American Airlines (AAL) | 1.3% | 1.51% |
| iShares Core S&P Small-Cap ETF (IJR) | 1.51% | 1.43% |
| AMD (AMD) | 0.86% | 1.41% |
| Apple (AAPL) | 1.08% | 1.35% |
| Bank of America (BAC) | 0.86% | 1.32% |
| iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 1.51% | 1.29% |
| SPDR Gold (GLD) | 0.7% | 1.28% |
| NVIDIA (NVDA) | 0.86% | 1.14% |
| Ishares MSCI JAPAN ETF (EWJ) | 1.12% | 1.13% |
| iShares Core U.S. REIT ETF (USRT) | 1.3% | 1.11% |
| Brazil Index MSCI Ishares (EWZ) | 1.08% | 0.95% |
| UnitedHealth (UNH) | 1.08% | 0.9% |
| Intel (INTC) | 0.65% | 0.87% |
| iShares MSCI India ETF (INDA) | 0.86% | 0.85% |
| Disney (DIS) | 0.86% | 0.84% |
| Ethereum (ETH) | 0.86% | 0.8% |
| Visa (V) | 0.69% | 0.79% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.86% | 0.78% |
| Coles (COL.ASX) | 0.65% | 0.7% |
| Ambev (ABEV) | 0.65% | 0.7% |
| Qantas (QAN.ASX) | 0.43% | 0.66% |
| Netflix (NFLX) | 0.86% | 0.66% |
| Chipotle (CMG) | 0.69% | 0.65% |
| Ford (F) | 0.65% | 0.65% |
| Burberry (BRBY.L) | 0.43% | 0.63% |
| Teucrium Wheat Fund (WEAT) | 0.86% | 0.58% |
| Truist (TFC) | 0.43% | 0.58% |
| Ishares MSCI Australia ETF (EWA) | 0.65% | 0.57% |
| Chevron (CVX.US) | 0.65% | 0.52% |
| Bitcoin (BTC) | 0.66% | 0.49% |
| Pfizer (PFE) | 0.65% | 0.49% |
| Oracle Corporation (ORCL.RTH) | 0.43% | 0.35% |
| Aramco (SAOC) | 0.43% | 0.34% |
| MercadoLibre (MELI) | 0.43% | 0.33% |
| BYD (01211.HK) | 0.43% | 0.32% |
| Woolworths (WOW.ASX) | 0.43% | 0.3% |
| ANZ (ANZ.ASX) | 0.22% | 0.26% |
| UnitedHealth (UNH.RTH) | 0.22% | 0.18% |
| Invesco QQQ (QQQ.RTH) | 0.22% | 0.18% |
Cash & Instruments Over Time
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