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Portfolio Diversification
Range
Most Diversified
10 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
5.9 instruments
Most Consistent Holdings
Top 5
VTV99.68%
VUG99.68%
IXUS67.91%
SHY58.08%
VOO43.31%
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 Value ETF (VTV) | 17.79% | 25.55% | 99.68% | - |
| Vanguard Growth ETF (VUG) | 16.18% | 27.18% | 99.68% | - |
| Vanguard S&P 500 ETF (VOO) | 10.87% | 0% | 43.31% | 12/14/2023 |
 Vanguard Total Stock Market ETF (VTI) | 10.83% | 10.24% | 35.26% | - |
 Vanguard Short-Term Bond ETF (BSV) | 10.23% | 0% | 31.52% | 3/19/2026 |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 9.75% | 0% | 58.08% | 8/5/2024 |
| iShares Core MSCI Total International Stock ETF (IXUS) | 5.21% | 0% | 67.91% | 3/3/2026 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 3.68% | 35.18% | 21.05% | - |
 Vanguard Total Bond Market ETF (BND) | 2.77% | 0% | 30.37% | 11/6/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 2.67% | 0% | 26.51% | 12/14/2023 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.53% | 0% | 9.7% | 4/17/2026 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.15% | 0.93% | 16.36% | - |
 Vanguard Small-Cap ETF (VB) | 0.12% | 0% | 16.8% | 10/5/2022 |
 iShares Silver Trust (SLV) | 0.11% | 0.92% | 10.46% | - |
 Direxion Daily S&P 500 Bear 3X ETF (SPXS) | 0.11% | 0% | 1.59% | 6/29/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.1% | 0% | 2.6% | 2/10/2022 |
 Vanguard Mid-Cap ETF (VO) | 0.08% | 0% | 16.8% | 10/5/2022 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.05% | 0% | 2.16% | 11/10/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.05% | 0% | 2.16% | 11/10/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.01% | 0% | 0.19% | 8/15/2022 |
Exposure over time
Exposure by Sector
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Short-Term Bond ETF (BSV) | 36.88% | 32.4% |
| Vanguard Growth ETF (VUG) | 22.99% | 26.61% |
| Vanguard Value ETF (VTV) | 24.2% | 24.89% |
| iShares Core MSCI Total International Stock ETF (IXUS) | 13.93% | 14.15% |
| VanEck Vectors Gold Miners ETF (GDX) | 1.01% | 1.01% |
| iShares Silver Trust (SLV) | 0.99% | 0.95% |
Cash & Instruments Over Time
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