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Portfolio Diversification
Range
Most Diversified
19 instruments
December 18, 2025
Least Diversified
0 instruments
March 20, 2025
Average
9.7 instruments
Most Consistent Holdings
Top 5
ITOT96.35%
VWO95.54%
IDEV94.93%
GLDM72.21%
VEA71.4%
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) | 21.45% | 47.99% | 64.91% | - |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 6.21% | 2.66% | 96.35% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 4.99% | 11.49% | 71.4% | - |
| Vanguard FTSE Emerging Markets (VWO) | 4.73% | 7.61% | 95.54% | - |
| SPDR Gold MiniShares Trust (GLDM) | 4.44% | 14.55% | 72.21% | - |
| iShares Core MSCI International Developed Markets ETF (IDEV) | 3.18% | 1.48% | 94.93% | - |
 iShares Russell Mid-Cap Growth ETF (IWP) | 1.93% | 2.25% | 52.94% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 1.53% | 0% | 29.41% | 3/2/2026 |
 iShares Russell 2000 Growth ETF (IWO) | 0.65% | 0% | 7.51% | 12/4/2025 |
 Vanguard Small-Cap Value ETF (VBR) | 0.65% | 0% | 13.39% | 4/21/2026 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.62% | 0% | 33.87% | 3/17/2026 |
 iShares Core Conservative Allocation ETF (AOK) | 0.55% | 0% | 18.05% | 2/10/2026 |
 First Trust Capital Strength ETF (FTCS) | 0.54% | 1.6% | 29.61% | - |
 Vaneck Pref Sec X-Financials (PFXF) | 0.52% | 0% | 18.46% | 1/9/2026 |
 iShares Core S&P US Growth (IUSG) | 0.48% | 0% | 13.18% | 4/14/2026 |
 First Trust Global Tactical (FTGC) | 0.43% | 0% | 19.07% | 4/29/2026 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.43% | 0.87% | 19.07% | - |
 State Street SPDR Bloomberg International Treasury Bond ETF (BWX) | 0.31% | 0.35% | 60.45% | - |
 VanEck Vectors Oil Services ETF (OIH) | 0.3% | 0% | 3.85% | 12/1/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 0.27% | 0% | 8.72% | 12/11/2025 |
 iShares Global Energy ETF (IXC) | 0.26% | 0% | 8.52% | 5/15/2026 |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 0.23% | 0% | 8.52% | 4/14/2026 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.22% | 0% | 4.67% | 1/2/2026 |
 First Trust Rba American Ind (AIRR) | 0.2% | 0% | 7.71% | 12/24/2025 |
 Xtrackers Msci Eafe Hedged E (DBEF) | 0.16% | 0% | 8.52% | 5/20/2026 |
 iShares China Large-Cap ETF (FXI) | 0.13% | 1.14% | 14% | - |
 United States Copper Index Fund (CPER) | 0.12% | 0% | 5.68% | 4/10/2026 |
 Ishares Msci Europe Financia (EUFN) | 0.11% | 0% | 11.56% | 11/12/2025 |
 iShares Select Dividend ETF (DVY) | 0.11% | 0% | 2.84% | 1/15/2026 |
 Global X SuperDividend ETF (SDIV) | 0.1% | 0% | 4.26% | 1/6/2026 |
 Direxion Daily S&P Biotech Bull 3X ETF (LABU.US) | 0.09% | 0% | 2.43% | 3/10/2026 |
 Wisdomtree India Earnings (EPI) | 0.09% | 0% | 4.06% | 2/2/2026 |
 Vaneck Agribusiness Etf (MOO) | 0.09% | 0% | 2.64% | 5/5/2026 |
 Fidelity MSCI Real Estate Index ETF (FREL) | 0.08% | 0% | 3.25% | 2/6/2026 |
 Schwab Intl Small-Cap Equity (SCHC) | 0.06% | 0.79% | 7.3% | - |
 iShares Global Infrastructure ETF (IGF) | 0.06% | 0% | 3.04% | 10/3/2025 |
 iShares MSCI France ETF (EWQ) | 0.06% | 0% | 1.83% | 2/9/2026 |
 Schwab US Large-Cap ETF (SCHX) | 0.05% | 0.48% | 9.53% | - |
 Abrdn Palladium ETF Trust (PALL) | 0.05% | 0% | 1.42% | 10/6/2025 |
 Vanguard Long-Term Bond ETF (BLV) | 0.04% | 0% | 1.01% | 10/14/2025 |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.03% | 0% | 1.01% | 2/10/2026 |
 iShares Core S&P US Value (IUSV) | 0.03% | 0% | 1.01% | 10/27/2025 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 0.03% | 0.79% | 3.25% | - |
 Invesco Wilderhill Clean Ene (PBW.US) | 0.02% | 0.52% | 4.26% | - |
 Direxion Daily Energy Bull 2X ETF (ERX) | 0.02% | 0% | 0.61% | 2/23/2026 |
 SPDR S&P Regional Banking ETF (KRE) | 0.02% | 0% | 1.62% | 6/5/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.02% | 0.29% | 6.49% | - |
 Invesco S&P 500 Equal Weight (RSPD) | 0.02% | 0% | 0.61% | 2/26/2026 |
 Direxion Daily Financial Bull 3X ETF (FAS) | 0.01% | 0% | 0.61% | 5/18/2026 |
 Schwab Emerging Markets Equity ETF (SCHE) | 0.01% | 0.58% | 2.43% | - |
 Direxion Daily Gold Miners Index Bear 2X ETF (DUST) | 0.01% | 0% | 1.42% | 7/8/2026 |
 Schwab Us Broad Market Etf (SCHB) | 0.01% | 0% | 2.23% | 5/26/2026 |
 Direxion Daily Regional Banks Bull 3X ETF (DPST) | 0.01% | 0% | 0.61% | 5/18/2026 |
 SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | 0.01% | 0% | 0.2% | 10/15/2025 |
 First Trust Value Line Dividend Index Fund (FVD) | 0.01% | 0% | 1.01% | 5/26/2026 |
 iShares Core MSCI EAFE ETF (IEFA) | 0.01% | 0% | 0.41% | 5/21/2026 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.01% | 0% | 0.81% | 6/8/2026 |
 iShares MSCI Emerging Markets ETF (EEM) | 0% | 0% | 0.41% | 5/21/2026 |
 Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) | 0% | 0% | 0.81% | 6/1/2026 |
 Pimco 25+ Yr Zero Cpn Us Tif (ZROZ) | 0% | 0.98% | 0.41% | - |
 Direxion Daily Financial Bear 3X ETF (FAZ) | 0% | 0% | 0.41% | 5/20/2026 |
 iShares U.S. Energy ETF (IYE) | 0% | 0% | 0.2% | 9/23/2025 |
 Invesco Solar ETF (TAN) | 0% | 0% | 0.2% | 9/24/2025 |
 YieldMax NVDA Option Income Strategy ETF (NVDY) | 0% | 0.21% | 0.41% | - |
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% |
| State Street SPDR Bloomberg International Treasury Bond ETF (BWX) | 0.6% | 0.57% |
Cash & Instruments Over Time
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