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Portfolio Diversification
Range
Most Diversified
19 instruments
December 18, 2025
Least Diversified
0 instruments
March 20, 2025
Average
8.9 instruments
Most Consistent Holdings
Top 5
ITOT96.76%
VWO95.68%
IDEV94.86%
GLDM64.59%
VEA63.51%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 20, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 13.16% | 48.65% | 54.86% | - |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 7.33% | 3.07% | 96.76% | - |
| Vanguard FTSE Emerging Markets (VWO) | 4.1% | 6.92% | 95.68% | - |
| iShares Core MSCI International Developed Markets ETF (IDEV) | 3.71% | 1.79% | 94.86% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 3.28% | 10.94% | 63.51% | - |
| SPDR Gold MiniShares Trust (GLDM) | 2.41% | 7.49% | 64.59% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 2.03% | 0% | 39.19% | 3/2/2026 |
 iShares Russell Mid-Cap Growth ETF (IWP) | 1.61% | 5.57% | 39.73% | - |
 iShares Russell 2000 Growth ETF (IWO) | 0.87% | 0% | 10% | 12/4/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.82% | 0% | 45.14% | 3/17/2026 |
 iShares Core Conservative Allocation ETF (AOK) | 0.74% | 0% | 24.05% | 2/10/2026 |
 Vaneck Pref Sec X-Financials (PFXF) | 0.69% | 0% | 24.59% | 1/9/2026 |
 First Trust Global Tactical (FTGC) | 0.56% | 0% | 23.78% | 3/6/2026 |
 Vanguard Small-Cap Value ETF (VBR) | 0.53% | 4.63% | 10.81% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.53% | 0% | 21.08% | 1/14/2026 |
 iShares Core S&P US Growth (IUSG) | 0.46% | 3.39% | 12.16% | - |
 VanEck Vectors Oil Services ETF (OIH) | 0.4% | 0% | 5.14% | 12/1/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 0.37% | 0% | 11.62% | 12/11/2025 |
 iShares Global Energy ETF (IXC) | 0.34% | 0% | 10.81% | 2/23/2026 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.29% | 0% | 6.22% | 1/2/2026 |
 Spdr Bloomberg Int Treasury (BWX) | 0.28% | 0.47% | 48.92% | - |
 First Trust Rba American Ind (AIRR) | 0.27% | 0% | 10.27% | 12/24/2025 |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 0.17% | 2.72% | 5.95% | - |
 First Trust Capital Strength ETF (FTCS) | 0.16% | 1.99% | 7.84% | - |
 Xtrackers Msci Eafe Hedged E (DBEF) | 0.16% | 0% | 6.49% | 1/9/2026 |
 Ishares Msci Europe Financia (EUFN) | 0.15% | 0% | 15.41% | 11/12/2025 |
 iShares Select Dividend ETF (DVY) | 0.14% | 0% | 3.78% | 1/15/2026 |
 Global X SuperDividend ETF (SDIV) | 0.14% | 0% | 5.68% | 1/6/2026 |
 Direxion Daily S&P Biotech Bull 3X Shares (LABU.US) | 0.12% | 0% | 3.24% | 3/10/2026 |
 Wisdomtree India Earnings (EPI) | 0.12% | 0% | 5.41% | 2/2/2026 |
 Fidelity MSCI Real Estate Index ETF (FREL) | 0.11% | 0% | 4.32% | 2/6/2026 |
 iShares Global Infrastructure ETF (IGF) | 0.08% | 0% | 4.05% | 10/3/2025 |
 iShares MSCI France ETF (EWQ) | 0.08% | 0% | 2.43% | 2/9/2026 |
 United States Copper Index Fund (CPER) | 0.07% | 2.15% | 3.24% | - |
 Abrdn Palladium ETF Trust (PALL) | 0.06% | 0% | 1.89% | 10/6/2025 |
 Vanguard Long-Term Bond ETF (BLV) | 0.05% | 0% | 1.35% | 10/14/2025 |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.04% | 0% | 1.35% | 2/10/2026 |
 iShares Core S&P US Value (IUSV) | 0.04% | 0% | 1.35% | 10/27/2025 |
 Direxion Daily Energy Bull 2X Shares (ERX) | 0.03% | 0% | 0.81% | 2/23/2026 |
 Invesco S&P 500 Equal Weight (RSPD) | 0.02% | 0% | 0.81% | 2/26/2026 |
 SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | 0.01% | 0% | 0.27% | 10/15/2025 |
 iShares U.S. Energy ETF (IYE) | 0% | 0% | 0.27% | 9/23/2025 |
 Invesco Solar ETF (TAN) | 0% | 0% | 0.27% | 9/24/2025 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 25.14% | 25.54% |
| Vanguard FTSE Developed Market ETF (VEA) | 6.09% | 6.34% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 6.39% | 6.14% |
| Vanguard FTSE Emerging Markets (VWO) | 5.3% | 5.45% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 4.84% | 4.72% |
| SPDR Gold MiniShares Trust (GLDM) | 3.74% | 4.33% |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 3.13% | 3.77% |
| iShares Russell Mid-Cap Growth ETF (IWP) | 3.78% | 3.47% |
| iShares Global Energy ETF (IXC) | 3.38% | 3.19% |
| iShares Core Conservative Allocation ETF (AOK) | 3.17% | 3.06% |
| Vaneck Pref Sec X-Financials (PFXF) | 2.8% | 2.68% |
| Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 2.62% | 2.53% |
| Xtrackers Msci Eafe Hedged E (DBEF) | 2.55% | 2.44% |
| Global X SuperDividend ETF (SDIV) | 2.52% | 2.44% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.53% | 2.43% |
| First Trust Global Tactical (FTGC) | 2.86% | 2.36% |
| iShares Core MSCI International Developed Markets ETF (IDEV) | 1.65% | 2.11% |
| Spdr Bloomberg Int Treasury (BWX) | 0.6% | 0.57% |
Cash & Instruments Over Time
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