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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
VTV99.87%
VUG99.87%
IXUS70.46%
SHY60.26%
VOO44.93%
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 |
|---|---|---|---|---|
| Vanguard Value ETF (VTV) | 17.55% | 25.54% | 99.87% | - |
| Vanguard Growth ETF (VUG) | 15.85% | 23.79% | 99.87% | - |
| Vanguard S&P 500 ETF (VOO) | 11.27% | 0% | 44.93% | 12/14/2023 |
 Vanguard Total Stock Market ETF (VTI) | 10.92% | 0% | 33.42% | 5/8/2025 |
 Vanguard Short-Term Bond ETF (BSV) | 10.61% | 0% | 32.7% | 3/19/2026 |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 10.12% | 0% | 60.26% | 8/5/2024 |
| iShares Core MSCI Total International Stock ETF (IXUS) | 5.41% | 0% | 70.46% | 3/3/2026 |
 Vanguard Total Bond Market ETF (BND) | 2.87% | 0% | 31.51% | 11/6/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 2.77% | 0% | 27.5% | 12/14/2023 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 2.54% | 37.68% | 18.29% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.49% | 10.76% | 9.47% | - |
 Vanguard Small-Cap ETF (VB) | 0.12% | 0% | 17.43% | 10/5/2022 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.12% | 1.08% | 13.42% | - |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.11% | 0% | 1.64% | 6/29/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.1% | 0% | 2.7% | 2/10/2022 |
 Vanguard Mid-Cap ETF (VO) | 0.09% | 0% | 17.43% | 10/5/2022 |
 iShares Silver Trust (SLV) | 0.08% | 1.01% | 7.3% | - |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.06% | 0% | 2.24% | 11/10/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.05% | 0% | 2.24% | 11/10/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.01% | 0% | 0.2% | 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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