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Portfolio Diversification
Range
Most Diversified
45 instruments
January 25, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23.3 instruments
Most Consistent Holdings
Top 5
QQQ99.13%
VEU69.79%
AMZN68.33%
VEA56.25%
VOO55.78%
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 |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 5.67% | 5.89% | 99.13% | - |
| Vanguard S&P 500 ETF (VOO) | 4.8% | 0% | 55.78% | 9/18/2024 |
 iShares Core S&P 500 ETF (IVV) | 3.93% | 0% | 51.54% | 7/25/2024 |
 iShares ESG Aware MSCI USA ETF (ESGU) | 2.61% | 4.57% | 48.17% | - |
 Vanguard ESG U.S. Stock ETF (ESGV) | 2.57% | 5.5% | 46.54% | - |
 iShares MSCI USA ESG Screened UCITS ETF (SGAS.DE) | 2.4% | 4.59% | 45.85% | - |
 iShares China Large-Cap ETF (FXI) | 2.17% | 6.07% | 48.4% | - |
 iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE) | 2.04% | 4.11% | 42.48% | - |
 Vanguard ESG International Stock ETF (VSGX) | 2.02% | 4.16% | 42.48% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.74% | 5.56% | 41.66% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 1.4% | 6.9% | 18.83% | - |
| Amazon (AMZN) | 1.24% | 2.88% | 68.33% | - |
| Vanguard FTSE All-World ex-US (VEU) | 1.16% | 0% | 69.79% | 5/19/2025 |
 Vanguard FTSE Europe ETF (VGK) | 0.88% | 0% | 51.77% | 5/5/2025 |
 Alphabet (GOOGL) | 0.82% | 1.85% | 50.03% | - |
| Vanguard FTSE Developed Market ETF (VEA) | 0.79% | 0% | 56.25% | 9/26/2024 |
 Visa (V) | 0.69% | 1.93% | 46.02% | - |
 Ishares Russell 2000 ETF (IWM) | 0.57% | 5.91% | 10.87% | - |
 EOG Resources (EOG) | 0.49% | 0% | 30.51% | 2/19/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 0.48% | 0% | 48.52% | 5/15/2024 |
 ConocoPhillips (COP) | 0.48% | 0% | 27.72% | 3/12/2025 |
 Comcast (CMCSA) | 0.45% | 0% | 21.27% | 7/1/2025 |
 Qualcomm (QCOM) | 0.44% | 0% | 21.56% | 5/12/2025 |
 Johnson & Johnson (JNJ) | 0.42% | 0% | 22.14% | 7/1/2025 |
 Meta (META) | 0.41% | 0% | 21.79% | 9/15/2026 |
 CVS Health (CVS) | 0.4% | 0% | 17.61% | 5/16/2025 |
 Microsoft (MSFT) | 0.38% | 0% | 26.79% | 5/19/2025 |
 Crocs (CROX) | 0.37% | 0% | 19.12% | 2/10/2025 |
 Home Depot (HD) | 0.37% | 0% | 40.91% | 7/28/2025 |
 Cheniere (LNG) | 0.36% | 0% | 17.32% | 10/4/2024 |
 Energy Transfer (ET) | 0.33% | 0% | 21.5% | 2/20/2024 |
 Cigna (CI) | 0.32% | 0% | 15.63% | 6/10/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.29% | 0% | 16.91% | 5/15/2024 |
 Mastercard (MA) | 0.28% | 0% | 22.37% | 10/14/2026 |
 Enerplus Corp (ERF) | 0.27% | 0% | 21.73% | 2/5/2024 |
 NVIDIA (NVDA) | 0.27% | 0% | 16.15% | 9/4/2026 |
 Coca-Cola (KO) | 0.26% | 0% | 12.38% | 11/21/2025 |
 Omnicom (OMC) | 0.26% | 0% | 9.88% | 4/4/2025 |
 AbbVie (ABBV) | 0.26% | 0% | 14.64% | 4/25/2025 |
 Honeywell (HON) | 0.24% | 0% | 11.74% | 8/15/2024 |
 Medtronic (MDT.US) | 0.24% | 0% | 9.36% | 8/22/2024 |
 eToro Group LTD (ETOR) | 0.24% | 0% | 11.85% | 1/8/2026 |
 ExxonMobil (XOM) | 0.23% | 0% | 12.78% | 10/1/2024 |
 Apple (AAPL) | 0.23% | 0% | 20.51% | 7/1/2025 |
 Boston Scientific (BSX.US) | 0.21% | 0% | 8.08% | 2/4/2026 |
 Adobe (ADBE) | 0.2% | 0% | 10.17% | 2/3/2026 |
 Sysco (SYY) | 0.19% | 0% | 9.01% | 12/3/2024 |
 Pentair (PNR) | 0.18% | 0% | 8.25% | 2/26/2026 |
 Autodesk (ADSK) | 0.18% | 0% | 8.54% | 2/25/2026 |
 Applied Materials (AMAT) | 0.18% | 0% | 13.77% | 6/16/2025 |
 ASML (ASML) | 0.18% | 0% | 11.21% | 8/13/2026 |
 Amdocs (DOX) | 0.18% | 0% | 7.44% | 2/18/2025 |
 Capital One (COF) | 0.17% | 0% | 8.02% | 12/5/2025 |
 Academy Sports (ASO) | 0.17% | 0% | 10.87% | 7/8/2024 |
 Lululemon (LULU) | 0.17% | 0% | 7.09% | 10/21/2024 |
 Merck (MRK) | 0.17% | 0% | 9.18% | 4/9/2025 |
 Devon Energy (DVN) | 0.17% | 0% | 13.54% | 9/5/2023 |
 Broadcom (AVGO) | 0.17% | 0% | 9.12% | 3/9/2026 |
 Gilead Sciences (GILD) | 0.16% | 0% | 10.11% | 6/26/2025 |
 Verizon (VZ) | 0.16% | 0% | 7.73% | 11/21/2024 |
 Agree Realty (ADC) | 0.16% | 0% | 5.93% | 2/6/2026 |
 Leidos (LDOS) | 0.15% | 0% | 5.93% | 3/12/2025 |
 Walmart (WMT) | 0.15% | 0% | 7.73% | 11/20/2025 |
 Best Buy (BBY) | 0.15% | 0% | 5.46% | 3/4/2025 |
 Arbor Realty (ABR) | 0.15% | 0% | 19.12% | 12/15/2022 |
 Huntington (HBAN) | 0.14% | 0% | 5.64% | 12/19/2025 |
 Schlumberger (SLB) | 0.14% | 0% | 6.1% | 1/17/2025 |
 Cencora (COR) | 0.14% | 0% | 9.01% | 8/20/2025 |
 Prologis (PLD) | 0.14% | 0% | 16.1% | 5/26/2023 |
 Burlington (BURL) | 0.13% | 0% | 5.35% | 12/5/2025 |
 Pfizer (PFE) | 0.13% | 0% | 9.41% | 7/9/2026 |
 CNRL (CNQ) | 0.12% | 0% | 10.98% | 7/24/2023 |
 Danaher (DHR) | 0.12% | 0% | 8.6% | 11/13/2025 |
 PBF Energy (PBF) | 0.12% | 0% | 9.12% | 1/26/2024 |
 Jazz Pharmaceuticals (JAZZ) | 0.12% | 0% | 5.64% | 2/25/2026 |
 Marathon Petroleum (MPC) | 0.12% | 0% | 7.5% | 8/8/2024 |
 AGCO (AGCO) | 0.12% | 0% | 6.51% | 9/26/2024 |
 Starwood Property Trust (STWD) | 0.11% | 0% | 14.06% | 9/29/2022 |
 QXO (QXO) | 0.11% | 0% | 5.23% | 11/26/2025 |
 West Pharma (WST) | 0.11% | 0% | 4.94% | 10/23/2025 |
 Abercrombie & Fitch (ANF) | 0.11% | 0% | 4.36% | 2/11/2025 |
 Bristol-Myers Squibb (BMY) | 0.1% | 0% | 4.59% | 5/19/2025 |
 Alibaba (BABA) | 0.1% | 0% | 8.77% | 1/12/2026 |
 Wynn Resorts (WYNN) | 0.1% | 0% | 3.78% | 2/12/2026 |
 Eli Lilly (LLY) | 0.1% | 0% | 4.76% | 5/28/2026 |
 Valero (VLO) | 0.09% | 0% | 10.63% | 5/17/2024 |
 Baker Hughes (BKR) | 0.09% | 0% | 4.07% | 11/5/2024 |
 Dell (DELL) | 0.09% | 0% | 4.36% | 11/4/2024 |
 Expedia (EXPE) | 0.09% | 0% | 4.53% | 5/21/2024 |
 On (ONON) | 0.09% | 0% | 4.18% | 10/31/2025 |
 Neurocrine Biosciences (NBIX) | 0.09% | 0% | 4.07% | 2/10/2026 |
 TuSimple (TSPH) | 0.09% | 0% | 40.27% | 12/29/2023 |
 SLM (SLM) | 0.09% | 0% | 5.87% | 12/1/2025 |
 ICE (ICE) | 0.08% | 0% | 4.65% | 5/28/2026 |
 GM (GM) | 0.08% | 0% | 10.52% | 9/12/2022 |
 UBS (UBS) | 0.08% | 0% | 10.11% | 12/13/2022 |
 Emerson (EMR) | 0.08% | 0% | 5.75% | 2/7/2024 |
 Arcturus Therapeutics (ARCT) | 0.08% | 0% | 3.78% | 4/18/2024 |
 Tenet Healthcare (THC) | 0.08% | 0% | 2.79% | 1/28/2025 |
 Vontier (VNT) | 0.08% | 0% | 3.2% | 3/13/2025 |
 HF Sinclair (DINO) | 0.08% | 0% | 6.04% | 7/26/2023 |
 Equinix (EQIX) | 0.07% | 0% | 5.29% | 10/13/2025 |
 Lantheus (LNTH) | 0.07% | 0% | 3.25% | 2/11/2025 |
 McKesson (MCK) | 0.07% | 0% | 7.38% | 4/22/2024 |
 Magnolia (MGY) | 0.07% | 0% | 6.22% | 8/2/2023 |
 Quidel (QDEL) | 0.07% | 0% | 9.24% | 10/12/2023 |
 DuPont (DD) | 0.07% | 0% | 9.24% | 6/13/2022 |
 AT&T (T.US) | 0.07% | 0% | 2.79% | 3/27/2024 |
 Cisco (CSCO) | 0.07% | 0% | 4.42% | 8/12/2026 |
 Nike (NKE) | 0.07% | 0% | 5.75% | 9/23/2024 |
 Match Group (MTCH) | 0.07% | 0% | 2.91% | 5/21/2024 |
 Xenon Pharmaceuticals (XENE) | 0.06% | 0% | 3.2% | 2/27/2026 |
 Wyndham (WH) | 0.06% | 0% | 2.73% | 8/26/2024 |
 SharkNinja (SN) | 0.06% | 0% | 2.56% | 11/6/2025 |
 Chesapeake (EXE) | 0.06% | 0% | 4.07% | 8/4/2023 |
 Motorola (MSI) | 0.06% | 0% | 2.56% | 5/7/2024 |
 United Therapeutics (UTHR) | 0.06% | 0% | 2.61% | 5/15/2024 |
 Lowe's (LOW) | 0.06% | 0% | 7.38% | 5/18/2022 |
 Perficient (PRFT) | 0.06% | 0% | 7.26% | 8/9/2022 |
 DigitalBridge (DBRG) | 0.06% | 0% | 7.44% | 5/9/2022 |
 FedEx (FDX) | 0.06% | 0% | 7.03% | 5/2/2022 |
 Fidelity National Financial (FNF) | 0.06% | 0% | 7.26% | 5/10/2022 |
 ZoomInfo (GTM) | 0.06% | 0% | 3.95% | 7/17/2023 |
 PayPal (PYPL) | 0.06% | 0% | 6.91% | 1/3/2023 |
 Cardinal Health (CAH) | 0.05% | 0% | 2.96% | 8/28/2025 |
 ITT (ITT) | 0.05% | 0% | 6.8% | 5/20/2022 |
 Emcor (EME) | 0.05% | 0% | 1.98% | 1/14/2025 |
 Semtech (SMTC) | 0.05% | 0% | 6.1% | 3/17/2026 |
 Regal Rexnord (RRX) | 0.05% | 0% | 6.51% | 5/6/2022 |
 BlackRock (BLK) | 0.05% | 0% | 6.1% | 8/3/2022 |
 Mondelez (MDLZ) | 0.05% | 0% | 3.02% | 4/10/2025 |
 Ross Stores (ROST) | 0.05% | 0% | 2.09% | 11/22/2024 |
 MP Materials (MP) | 0.05% | 0% | 6.39% | 12/15/2022 |
 IDEX (IEX) | 0.05% | 0% | 3.25% | 4/9/2026 |
 Pioneer Natural Resources Company (PXD) | 0.05% | 0% | 5.81% | 3/15/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.05% | 0% | 5.58% | 4/7/2022 |
 Infineon (IFX.DE) | 0.05% | 0% | 1.86% | 1/2/2026 |
 XPO Logistics (XPO) | 0.05% | 0% | 5.98% | 4/14/2022 |
 Cae Inc (CAE) | 0.05% | 0% | 3.6% | 4/23/2026 |
 Huntsman (HUN) | 0.05% | 0% | 5.64% | 6/16/2022 |
 Ovintiv (OVV) | 0.04% | 0% | 5.64% | 7/24/2023 |
 TotalEnergies (TTE) | 0.04% | 0% | 5.69% | 5/26/2022 |
 Scotts (SMG) | 0.04% | 0% | 5.69% | 5/10/2022 |
 TJX (TJX) | 0.04% | 0% | 2.38% | 2/26/2025 |
 Outfront Media (OUT) | 0.04% | 0% | 5% | 7/19/2023 |
 Ryman (RHP) | 0.04% | 0% | 2.32% | 4/17/2026 |
 Abbott (ABT.US) | 0.04% | 0% | 2.61% | 7/29/2025 |
 Banco Santander (SAN) | 0.04% | 0% | 4.3% | 10/19/2026 |
 Chefs' Warehouse (CHEF) | 0.04% | 0% | 4.59% | 12/1/2022 |
 Heico (HEI) | 0.04% | 0% | 2.96% | 6/26/2026 |
 Target (TGT) | 0.04% | 0% | 6.39% | 4/21/2022 |
 Bunge (BG) | 0.04% | 0% | 4.3% | 11/18/2022 |
 Keurig Dr Pepper (KDP) | 0.04% | 0% | 2.73% | 8/19/2025 |
 Mercedes-Benz (MBG.DE) | 0.04% | 0% | 2.67% | 3/23/2026 |
 Louisiana-Pacific (LPX) | 0.03% | 0% | 2.96% | 6/14/2023 |
 AstraZeneca (AZN) | 0.03% | 0% | 2.91% | 6/26/2026 |
 MKS (MKSI) | 0.03% | 0% | 5.11% | 11/23/2022 |
 3M (MMM) | 0.03% | 0% | 1.28% | 12/3/2024 |
 Uber (UBER) | 0.03% | 0% | 2.09% | 8/19/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 0.03% | 1.82% | 3.08% | - |
 Pilbara Minerals (PLS.ASX) | 0.03% | 0% | 4.18% | 2/27/2024 |
 Union Pacific (UNP) | 0.03% | 0.95% | 2.03% | - |
 Workday (WDAY) | 0.03% | 0% | 3.66% | 5/11/2022 |
 Miami International Holdings Inc (MIAX) | 0.03% | 0% | 1.74% | 4/6/2026 |
 Baidu (BIDU) | 0.03% | 0% | 4.01% | 3/11/2022 |
 Ralph Lauren (RL) | 0.03% | 0% | 2.09% | 4/1/2026 |
 Gildan (GIL) | 0.03% | 0% | 2.03% | 9/23/2025 |
 Hancock Whitney (HWC) | 0.03% | 0% | 2.09% | 8/22/2025 |
 Waste Connections (WCN) | 0.03% | 0% | 1.8% | 8/28/2025 |
 ADS (WMS) | 0.03% | 0% | 1.34% | 3/5/2026 |
 Costco (COST) | 0.03% | 0% | 3.02% | 7/7/2022 |
 SS&C (SSNC) | 0.03% | 0% | 2.96% | 3/17/2022 |
 AstraZeneca (AZN.L) | 0.03% | 0% | 1.63% | 10/1/2025 |
 Southwestern Energy (SWN) | 0.03% | 0% | 1.63% | 8/17/2023 |
 Boeing (BA) | 0.03% | 0% | 1.63% | 3/12/2026 |
 RBC (RY) | 0.02% | 0% | 2.38% | 4/13/2026 |
 NextEra (NEE) | 0.02% | 0% | 2.79% | 11/10/2022 |
 MercadoLibre (MELI) | 0.02% | 0% | 2.15% | 7/1/2026 |
 Option Care Health (OPCH) | 0.02% | 0% | 1.69% | 3/27/2026 |
 Royalty Pharma (RPRX) | 0.02% | 0.95% | 2.27% | - |
 NetEase (NTES) | 0.02% | 0% | 3.78% | 3/7/2022 |
 Salesforce (CRM) | 0.02% | 0% | 2.91% | 12/3/2025 |
 APA (APA) | 0.02% | 0% | 1.57% | 3/6/2024 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 1.92% | 9/17/2025 |
 AbCellera (ABCL) | 0.02% | 0% | 2.38% | 3/9/2023 |
 Tapestry (TPR) | 0.02% | 0% | 1.98% | 9/3/2025 |
 Parker-Hannifin (PH) | 0.02% | 0% | 0.93% | 7/10/2024 |
 US Foods (USFD) | 0.02% | 0% | 2.21% | 4/25/2022 |
 ADP (ADP) | 0.02% | 0% | 2.09% | 11/7/2023 |
 TSMC (TSM) | 0.02% | 0% | 1.98% | 9/8/2026 |
 MasTec (MTZ) | 0.02% | 0% | 1.1% | 3/23/2026 |
 eBay (EBAY) | 0.02% | 0% | 2.09% | 6/9/2023 |
 NXP (NXPI) | 0.02% | 0% | 1.1% | 8/13/2025 |
 Vista Outdoor (VSTO) | 0.02% | 0% | 2.38% | 2/24/2022 |
 Alpha Metallurgical (AMR) | 0.02% | 0% | 2.03% | 3/1/2023 |
 PepsiCo (PEP) | 0.02% | 0% | 1.51% | 2/13/2025 |
 Deutsche Bank (DB) | 0.02% | 1.81% | 1.28% | - |
 Garrett Motion (GTX.US) | 0.02% | 0% | 1.86% | 6/20/2025 |
 First Solar (FSLR) | 0.02% | 0% | 1.39% | 8/15/2025 |
 Darling (DAR) | 0.02% | 0% | 1.86% | 2/25/2022 |
 VSE (VSEC) | 0.02% | 0% | 1.05% | 3/20/2026 |
 Post (POST) | 0.02% | 0% | 0.87% | 2/26/2026 |
 Plains All American (PAA) | 0.02% | 0% | 1.74% | 12/28/2022 |
 Sonos (SONO) | 0.02% | 0% | 2.03% | 5/9/2022 |
 nVent (NVT) | 0.02% | 0% | 1.34% | 3/6/2026 |
 PDC Energy Inc (PDCE) | 0.02% | 0% | 1.74% | 5/23/2022 |
 Dick's (DKS) | 0.02% | 0% | 1.74% | 1/23/2023 |
 Roivant Sciences (ROIV) | 0.02% | 0% | 1.57% | 10/8/2026 |
 Workiva (WK) | 0.01% | 0% | 1.1% | 9/29/2025 |
 CF Industries (CF) | 0.01% | 0% | 1.45% | 8/25/2023 |
 James Hardie (JHX) | 0.01% | 0% | 1.63% | 9/11/2026 |
 NRZ (RITM) | 0.01% | 0% | 1.69% | 5/3/2022 |
 Monolithic Power (MPWR) | 0.01% | 0% | 1.8% | 3/16/2022 |
 First American (FAF) | 0.01% | 0% | 0.76% | 3/19/2026 |
 EA (EA) | 0.01% | 0% | 1.51% | 4/6/2022 |
 Ciena (CIEN) | 0.01% | 0% | 1.63% | 2/16/2022 |
 Booking (BKNG) | 0.01% | 0% | 1.39% | 3/31/2023 |
 Colgate (CL) | 0.01% | 0% | 0.99% | 5/19/2025 |
 B2Gold (BTG.US) | 0.01% | 0% | 1.45% | 4/4/2022 |
 Signature Bank (SBNY) | 0.01% | 0% | 1.34% | 2/16/2022 |
 Autoliv (ALV) | 0.01% | 0% | 1.22% | 8/13/2025 |
 IQVIA (IQV) | 0.01% | 0% | 0.93% | 6/5/2025 |
 STMicroelectronics (STM.US) | 0.01% | 0% | 1.51% | 3/8/2022 |
 Diamondback (FANG) | 0.01% | 0% | 1.39% | 8/9/2022 |
 Blue Owl (OBDC) | 0.01% | 0% | 1.22% | 10/6/2026 |
 DigitalOcean (DOCN) | 0.01% | 0% | 0.7% | 3/10/2026 |
 Amgen (AMGN) | 0.01% | 0% | 1.1% | 3/25/2024 |
 Hess Midstream (HESM) | 0.01% | 0% | 1.22% | 5/15/2023 |
 Jabil (JBL) | 0.01% | 0% | 1.16% | 9/23/2024 |
 Moderna (MRNA) | 0.01% | 0% | 0.81% | 8/3/2023 |
 Builders FirstSource (BLDR) | 0.01% | 0% | 1.05% | 12/12/2023 |
 Goodman (GMG.ASX) | 0.01% | 0% | 1.05% | 6/16/2026 |
 Brinker Intl. (EAT) | 0.01% | 0% | 0.46% | 2/6/2026 |
 BlackStone (BX) | 0.01% | 0% | 1.1% | 10/25/2022 |
 Dynavax (DVAX) | 0.01% | 0% | 1.05% | 2/7/2023 |
 Ingersoll Rand (IR) | 0.01% | 0% | 1.05% | 8/31/2026 |
 Assurant (AIZ) | 0.01% | 0% | 0.99% | 10/15/2026 |
 Under Armour (UAA) | 0.01% | 0% | 1.63% | 1/28/2022 |
 Ulta (ULTA) | 0.01% | 0% | 0.46% | 8/30/2024 |
 Charles Schwab (SCHW) | 0.01% | 0% | 0.93% | 2/9/2022 |
 Varonis (VRNS) | 0.01% | 0% | 0.7% | 9/17/2025 |
 Western Alliance (WAL) | 0.01% | 0% | 0.46% | 2/6/2026 |
 Affirm (AFRM) | 0.01% | 0% | 0.87% | 5/26/2026 |
 Alexandria (ARE) | 0.01% | 0% | 0.93% | 2/25/2022 |
 Twilio (TWLO) | 0.01% | 0% | 1.05% | 1/18/2022 |
 Corsair (CRSR) | 0.01% | 0% | 1.39% | 1/24/2022 |
 Carvana (CVNA) | 0.01% | 0% | 0.35% | 11/25/2025 |
 Oracle (ORCL) | 0.01% | 0% | 0.76% | 1/3/2023 |
 Procter & Gamble (PG) | 0.01% | 0% | 0.58% | 12/29/2023 |
 Suncor (SU) | 0.01% | 0% | 0.81% | 1/27/2022 |
 Praxis (PRAX) | 0.01% | 0% | 0.29% | 1/7/2026 |
 Zynga (ZNGA) | 0.01% | 0% | 0.58% | 1/10/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 1.05% | 1/18/2022 |
 Targa Resources (TRGP) | 0.01% | 0% | 0.7% | 1/12/2022 |
 Ares Capital (ARCC) | 0.01% | 0% | 0.64% | 4/18/2023 |
 AMD (AMD) | 0.01% | 0% | 0.35% | 9/10/2025 |
 Middleby (MIDD.US) | 0.01% | 0% | 0.64% | 2/4/2022 |
 Dutch Bros (BROS) | 0.01% | 0% | 0.64% | 1/25/2022 |
 Microchip (MCHP) | 0% | 0% | 0.52% | 6/15/2026 |
 Entegris (ENTG) | 0% | 0% | 0.58% | 2/4/2022 |
 Kenvue (KVUE) | 0% | 0% | 0.46% | 7/11/2025 |
 American Homes 4 Rent (AMH) | 0% | 0% | 0.52% | 3/11/2022 |
 Alphabet (GOOG) | 0% | 0% | 0.23% | 2/2/2026 |
 Atkore (ATKR) | 0% | 0% | 0.52% | 2/15/2023 |
 IBM (IBM) | 0% | 0% | 0.23% | 5/20/2024 |
 Disney (DIS) | 0% | 0% | 0.41% | 5/30/2025 |
 Howmet Aerospace (HWM) | 0% | 0% | 0.41% | 2/25/2026 |
 Dave (DAVE) | 0% | 0% | 0.23% | 7/18/2025 |
 Enterprise Products (EPD) | 0% | 0% | 0.46% | 1/11/2022 |
 EQT (EQT) | 0% | 0% | 0.46% | 1/11/2022 |
 Roper (ROP) | 0% | 0% | 0.41% | 5/8/2024 |
 PFG (PFGC) | 0% | 0% | 0.35% | 8/25/2025 |
 Tarsus (TARS) | 0% | 0% | 0.35% | 3/4/2026 |
 Phillips 66 (PSX) | 0% | 0% | 0.41% | 11/15/2023 |
 FlatexDEGIRO (FTK.DE) | 0% | 0% | 0.35% | 3/10/2026 |
 Autozone (AZO) | 0% | 0% | 0.17% | 2/4/2025 |
 Crown Castle (CCI) | 0% | 0% | 0.41% | 2/25/2022 |
 Vertex (VRTX) | 0% | 0% | 0.35% | 4/22/2024 |
 Interpublic Group (IPG) | 0% | 0% | 0.35% | 3/6/2023 |
 Service Corp Intl (SCI) | 0% | 0% | 0.35% | 2/2/2022 |
 Merit Medical (MMSI) | 0% | 0% | 0.29% | 7/23/2025 |
 KLA (KLAC) | 0% | 0% | 0.29% | 5/6/2024 |
 AEP (AEP) | 0% | 0% | 0.29% | 1/5/2022 |
 MSCI (MSCI) | 0% | 0% | 0.23% | 7/28/2025 |
 Onto Innovation (ONTO) | 0% | 0% | 0.23% | 2/24/2026 |
 Vertiv (VRT) | 0% | 0% | 0.23% | 2/18/2026 |
 Camtek (CAMT) | 0% | 0% | 0.23% | 2/24/2026 |
 Equitable Holdings (EQH) | 0% | 0% | 0.23% | 8/15/2022 |
 Realty Income (O) | 0% | 0% | 0.23% | 5/17/2022 |
 Western Digital (WDC) | 0% | 0% | 0.17% | 5/19/2025 |
 Scout24 (G24.DE) | 0% | 0% | 0.17% | 3/6/2026 |
 Agilent (A.US) | 0% | 0% | 0.17% | 3/17/2022 |
 Outbrain (TEAD) | 0% | 0% | 0.17% | 3/10/2022 |
 Enbridge (ENB) | 0% | 0% | 0.17% | 1/3/2022 |
 H&R Block (HRB) | 0% | 0% | 0.12% | 5/21/2025 |
 Allient (ALNT) | 0% | 0% | 0.12% | 3/12/2026 |
 Nu (NU) | 0% | 0% | 0.12% | 8/28/2025 |
 Gen Digital (GEN) | 0% | 0% | 0.12% | 2/29/2024 |
 Caterpillar (CAT) | 0% | 0% | 0.06% | 6/12/2024 |
 Halliburton (HAL) | 0% | 0% | 0.06% | 8/23/2024 |
 Trip.com (TCOM.CH) | 0% | 0% | 0.12% | 3/9/2022 |
 Wheaton Precious Metals (WPM) | 0% | 0% | 0.06% | 2/18/2026 |
 Catalyst Pharmaceuticals (CPRX) | 0% | 0% | 0.06% | 1/30/2024 |
 Cargurus (CARG) | 0% | 0% | 0.06% | 3/16/2022 |
 Steel Dynamics (STLD) | 0% | 0% | 0.06% | 5/25/2023 |
 IHS Markit Ltd (INFO) | 0% | 0% | 0.06% | 2/25/2022 |
 McDonald's (MCD) | 0% | 0% | 0.06% | 2/25/2022 |
 Sweetgreen (SG) | 0% | 0% | 0.06% | 1/19/2022 |
 Nexstar (NXST) | 0% | 0% | 0.06% | 1/12/2022 |
 Altria (MO) | 0% | 0% | 0.06% | 11/15/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 4.04% | 4.62% |
| Vanguard ESG U.S. Stock ETF (ESGV) | 4.04% | 4.53% |
| iShares ESG Aware MSCI USA ETF (ESGU) | 4.04% | 4.52% |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 4.04% | 4.47% |
| iShares MSCI USA ESG Screened UCITS ETF (SGAS.DE) | 4.04% | 4.43% |
| Vanguard ESG International Stock ETF (VSGX) | 4.04% | 4.4% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 4.04% | 4.22% |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE) | 4.04% | 3.91% |
| Amazon (AMZN) | 4.04% | 3.75% |
| Autodesk (ADSK) | 3.03% | 2.93% |
| Broadcom (AVGO) | 3.03% | 2.91% |
| Agree Realty (ADC) | 3.03% | 2.9% |
| Pentair (PNR) | 3.03% | 2.88% |
| Jazz Pharmaceuticals (JAZZ) | 3.03% | 2.87% |
| Wynn Resorts (WYNN) | 3.03% | 2.82% |
| Boston Scientific (BSX.US) | 3.03% | 2.76% |
| Neurocrine Biosciences (NBIX) | 3.03% | 2.74% |
| Infineon (IFX.DE) | 2.02% | 2.05% |
| Meta (META) | 2.02% | 2.03% |
| Visa (V) | 2.02% | 2.01% |
| NVIDIA (NVDA) | 2.02% | 1.98% |
| Adobe (ADBE) | 2.02% | 1.98% |
| Alibaba (BABA) | 2.02% | 1.85% |
| eToro Group LTD (ETOR) | 3.03% | 1.81% |
Cash & Instruments Over Time
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