Portfolio Diversification
Range
Most Diversified
56 instruments
January 20, 2022
Least Diversified
0 instruments
October 20, 2025
Average
50.7 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
GOOG99.93%
META99.93%
MSFT99.93%
AMZN99.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.14% | 0% | 99.93% | 10/19/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 4.53% | 0% | 87.83% | 10/19/2025 |
| Microsoft (MSFT) | 3.85% | 0% | 99.93% | 10/19/2025 |
 Vanguard Value ETF (VTV) | 3.75% | 0% | 99.93% | 10/19/2025 |
 Trade Desk (TTD) | 3.68% | 0% | 99.93% | 10/19/2025 |
 Energy Select Sector SPDR (XLE) | 3.33% | 0% | 99.93% | 10/19/2025 |
 Shopify (SHOP) | 3.26% | 0% | 99.93% | 10/19/2025 |
| Alphabet (GOOG) | 2.98% | 0% | 99.93% | 10/19/2025 |
| Amazon (AMZN) | 2.73% | 0% | 99.93% | 10/19/2025 |
 Tesla (TSLA) | 2.69% | 0% | 99.93% | 10/19/2025 |
 Synopsys (SNPS) | 2.6% | 0% | 99.93% | 10/19/2025 |
| Apple (AAPL) | 2.54% | 0% | 99.93% | 10/19/2025 |
 Crowdstrike (CRWD) | 2.41% | 0% | 99.93% | 10/19/2025 |
 Starbucks (SBUX) | 2.36% | 0% | 99.93% | 10/19/2025 |
 AMD (AMD) | 2.23% | 0% | 99.93% | 10/19/2025 |
 iShares Gold Trust (IAU) | 2.16% | 0% | 90.71% | 10/19/2025 |
 Adobe (ADBE) | 2.11% | 0% | 99.93% | 10/19/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 2.05% | 0% | 90.71% | 10/19/2025 |
 Disney (DIS) | 2.04% | 0% | 99.93% | 10/19/2025 |
| Meta (META) | 2.03% | 0% | 99.93% | 10/19/2025 |
 Technology Select Sector SPDR (XLK) | 1.95% | 0% | 82.08% | 10/19/2025 |
 Netflix (NFLX) | 1.9% | 0% | 99.93% | 10/19/2025 |
 Mastercard (MA) | 1.82% | 0% | 99.93% | 10/19/2025 |
 HubSpot (HUBS) | 1.71% | 0% | 99.93% | 10/19/2025 |
 Financial Select Sector SPDR (XLF) | 1.59% | 0% | 99.93% | 10/19/2025 |
 Bitcoin (BTC) | 1.51% | 0% | 99.93% | 10/19/2025 |
 Airbnb (ABNB) | 1.45% | 0% | 99.93% | 10/19/2025 |
 Invesco QQQ (QQQ) | 1.16% | 0% | 82.08% | 10/19/2025 |
 MongoDB (MDB) | 1.09% | 0% | 84.07% | 3/18/2025 |
 Home Depot (HD) | 1.08% | 0% | 87.83% | 10/19/2025 |
 PayPal (PYPL) | 1.03% | 0% | 99.93% | 10/19/2025 |
 BlackStone (BX) | 0.88% | 0% | 74.34% | 10/19/2025 |
 Vanguard Total International Stock ETF (VXUS) | 0.88% | 0% | 99.93% | 10/19/2025 |
 Costco (COST) | 0.88% | 0% | 82.08% | 10/19/2025 |
 Roku (ROKU) | 0.85% | 0% | 57.01% | 3/14/2024 |
 Atlassian (TEAM) | 0.83% | 0% | 99.93% | 10/19/2025 |
 Target (TGT) | 0.76% | 0% | 71.98% | 3/18/2025 |
 Ethereum (ETH) | 0.75% | 0% | 95.94% | 8/26/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.74% | 0% | 26.62% | 9/21/2023 |
 Salesforce (CRM) | 0.68% | 0% | 99.93% | 10/19/2025 |
 AbbVie (ABBV) | 0.66% | 0% | 76.77% | 10/19/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.64% | 0% | 99.48% | 10/19/2025 |
 Arbor Realty (ABR) | 0.63% | 0% | 76.77% | 10/19/2025 |
 Charles Schwab (SCHW) | 0.58% | 0% | 68.81% | 10/19/2025 |
 Zoom (ZM) | 0.56% | 0% | 99.93% | 10/19/2025 |
 American Tower (AMT) | 0.51% | 0% | 82.08% | 10/19/2025 |
 Match Group (MTCH) | 0.34% | 0% | 57.01% | 3/14/2024 |
 Union Pacific (UNP) | 0.3% | 0% | 74.34% | 10/19/2025 |
 Unity (U) | 0.28% | 0% | 84.07% | 3/18/2025 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.23% | 0% | 7.89% | 9/7/2022 |
 UPS (UPS) | 0.23% | 0% | 74.34% | 10/19/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.23% | 0% | 84.07% | 3/18/2025 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.22% | 0% | 83.85% | 3/18/2025 |
 Zscaler (ZS) | 0.2% | 0% | 9.51% | 5/10/2022 |
 Twilio (TWLO) | 0.19% | 0% | 9.51% | 5/10/2022 |
 Spotify (SPOT) | 0.15% | 0% | 9.51% | 5/10/2022 |
 Okta (OKTA) | 0.13% | 0% | 9.51% | 5/10/2022 |
 Accenture (ACN) | 0.12% | 0% | 34.37% | 10/19/2025 |
 Snowflake (SNOW) | 0.09% | 0% | 9.51% | 5/10/2022 |
 Fiverr (FVRR) | 0.08% | 0% | 9.51% | 5/10/2022 |
 Cloudflare (NET) | 0.06% | 0% | 9.51% | 5/10/2022 |
 Chainlink (LINK) | 0.06% | 0% | 49.78% | 12/6/2023 |
 Tezos (XTZ) | 0.06% | 0% | 49.78% | 12/6/2023 |
 Brookfield (BAM) | 0.06% | 0% | 15.86% | 10/19/2025 |
 Simon (SPG) | 0.05% | 0% | 15.86% | 10/19/2025 |
 Wix (WIX) | 0.04% | 0% | 6.64% | 4/1/2022 |
 Teladoc (TDOC) | 0.04% | 0% | 9.51% | 5/10/2022 |
 Pinterest (PINS) | 0.04% | 0% | 6.64% | 4/1/2022 |
 Block Inc. (XYZ) | 0.03% | 0% | 6.64% | 4/1/2022 |
 DocuSign (DOCU) | 0.03% | 0% | 9.51% | 5/10/2022 |
 Roblox (RBLX) | 0.02% | 0% | 9.51% | 5/10/2022 |
 The Graph (GRT) | 0.02% | 0% | 49.34% | 12/6/2023 |
 Upstart (UPST) | 0.02% | 0% | 5.53% | 3/17/2022 |
 Asana (ASAN) | 0.02% | 0% | 5.53% | 3/17/2022 |
 SushiSwap (SUSHI) | 0.02% | 0% | 49.34% | 12/6/2023 |
 Fastly (FSLY) | 0% | 0% | 0.44% | 1/6/2022 |
 Lemonade (LMND) | 0% | 0% | 0.44% | 1/6/2022 |
 Terra Classic (LUNC) | 0% | 0% | 0.15% | 5/12/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.42% | 7.79% |
| Schwab US Dividend Equity ETF (SCHD) | 6.85% | 4.99% |
| Trade Desk (TTD) | 1.18% | 4.02% |
| Shopify (SHOP) | 1.89% | 3.8% |
| Tesla (TSLA) | 2.93% | 3.67% |
| Vanguard Value ETF (VTV) | 4.25% | 3.34% |
| Microsoft (MSFT) | 2.28% | 3.14% |
| Amazon (AMZN) | 2.46% | 3.08% |
| Alphabet (GOOG) | 2.12% | 2.88% |
| Energy Select Sector SPDR (XLE) | 3.68% | 2.76% |
| Crowdstrike (CRWD) | 1.46% | 2.65% |
| Technology Select Sector SPDR (XLK) | 2.36% | 2.62% |
| Apple (AAPL) | 1.79% | 2.5% |
| Meta (META) | 1.42% | 2.49% |
| Netflix (NFLX) | 1.32% | 2.44% |
| Synopsys (SNPS) | 1.06% | 2.32% |
| Bitcoin (BTC) | 1.75% | 2.14% |
| iShares Gold Trust (IAU) | 2.36% | 2.13% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.36% | 1.99% |
| AMD (AMD) | 1.13% | 1.74% |
| Mastercard (MA) | 1.51% | 1.74% |
| Starbucks (SBUX) | 2.36% | 1.63% |
| Invesco QQQ (QQQ) | 1.42% | 1.56% |
| Disney (DIS) | 2.64% | 1.56% |
| Financial Select Sector SPDR (XLF) | 1.89% | 1.5% |
| BlackStone (BX) | 1.18% | 1.5% |
| HubSpot (HUBS) | 0.57% | 1.44% |
| Adobe (ADBE) | 1.89% | 1.36% |
| Home Depot (HD) | 1.42% | 1.24% |
| Airbnb (ABNB) | 1.42% | 1.22% |
| Costco (COST) | 0.94% | 1.16% |
| Arbor Realty (ABR) | 1.42% | 0.89% |
| Ethereum (ETH) | 1.61% | 0.87% |
| AbbVie (ABBV) | 1.18% | 0.85% |
| Target (TGT) | 1.42% | 0.84% |
| PayPal (PYPL) | 2.27% | 0.8% |
| Charles Schwab (SCHW) | 0.94% | 0.77% |
| Vanguard Total International Stock ETF (VXUS) | 1.13% | 0.68% |
| Atlassian (TEAM) | 0.85% | 0.68% |
| Salesforce (CRM) | 0.57% | 0.54% |
| Vanguard Real Estate ETF (VNQ) | 0.94% | 0.49% |
| American Tower (AMT) | 0.94% | 0.48% |
| Accenture (ACN) | 0.47% | 0.37% |
| MongoDB (MDB) | 0.47% | 0.36% |
| Union Pacific (UNP) | 0.47% | 0.34% |
| Zoom (ZM) | 1.61% | 0.33% |
| UPS (UPS) | 0.47% | 0.22% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.47% | 0.14% |
| Unity (U) | 1.13% | 0.14% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.47% | 0.14% |