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Portfolio Diversification
Range
Most Diversified
4 instruments
January 1, 2022
Least Diversified
0 instruments
January 31, 2023
Average
4 instruments
Most Consistent Holdings
Top 5
VTI99.59%
VEA99.59%
VWO99.59%
VGIT74.09%
IEF25.5%
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 |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 39.37% | 41.54% | 99.59% | - |
| Vanguard Intermediate-Term Treasury Index Fund (VGIT) | 24.58% | 29.36% | 74.09% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 18.41% | 20.19% | 99.59% | - |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 8.75% | 0% | 25.5% | 1/30/2023 |
| Vanguard FTSE Emerging Markets (VWO) | 6.65% | 7.83% | 99.59% | - |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 37.58% | 41.84% |
| Vanguard Intermediate-Term Treasury Index Fund (VGIT) | 35.83% | 30.21% |
| Vanguard FTSE Developed Market ETF (VEA) | 18% | 19.33% |
| Vanguard FTSE Emerging Markets (VWO) | 7.25% | 7.51% |
Cash & Instruments Over Time
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