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Portfolio Diversification
Range
Most Diversified
66 instruments
April 11, 2023
Least Diversified
0 instruments
October 26, 2025
Average
21.6 instruments
Most Consistent Holdings
Top 5
TLT95.53%
BRK.B89.59%
MSTR68.51%
BA65.84%
VXUS65.44%
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 |
|---|---|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 35.32% | 0% | 95.53% | 1/5/2026 |
| MicroStrategy (MSTR) | 9.72% | 0% | 68.51% | 11/7/2025 |
| Vanguard Total International Stock ETF (VXUS) | 9.28% | 0% | 65.44% | 1/27/2026 |
 Vanguard Total Stock Market ETF (VTI) | 6.48% | 0% | 63.78% | 9/13/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 3.91% | 0% | 35.22% | 7/7/2023 |
| Berkshire Hathaway (BRK.B) | 3.35% | 42.07% | 89.59% | - |
 Vanguard Total World Stock ETF (VT.US) | 3.24% | 12.92% | 46.7% | - |
 Vanguard Growth ETF (VUG) | 3.08% | 0% | 52.17% | 3/22/2024 |
 Coinbase (COIN) | 2.25% | 0% | 54.84% | 11/7/2025 |
 iShares US Treasury Bond ETF (GOVT) | 1.91% | 0% | 21.21% | 5/15/2023 |
 Pimco 25+ Yr Zero Cpn Us Tif (ZROZ) | 1.76% | 0% | 19.88% | 1/5/2026 |
 Vanguard Value ETF (VTV) | 1.55% | 0% | 52.5% | 2/24/2026 |
 VanEck Vectors Gold Miners ETF (GDX) | 1.19% | 16.61% | 9.54% | - |
 Vanguard Mega Cap Growth Index Fund (MGK) | 0.89% | 4.81% | 22.88% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.88% | 0% | 31.82% | 10/7/2024 |
 Vanguard Health Care ETF (VHT) | 0.65% | 0% | 31.82% | 10/7/2024 |
 iShares US Aerospace & Defense ETF (ITA) | 0.64% | 6.01% | 24.08% | - |
 Vanguard Intermediate-Term Treasury Index Fund (VGIT) | 0.63% | 0% | 7.74% | 9/11/2023 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.54% | 0% | 10.34% | 5/15/2023 |
| Boeing (BA) | 0.47% | 0% | 65.84% | 10/15/2024 |
 Dollar General (DG.US) | 0.31% | 0% | 57.77% | 10/15/2024 |
 WisdomTree Silver (SLVR.L) | 0.3% | 0% | 8.21% | 2/19/2026 |
 Estee Lauder (EL) | 0.28% | 0% | 57.71% | 10/15/2024 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.25% | 0% | 18.41% | 5/16/2025 |
 Supermicro (SMCI) | 0.23% | 0% | 11.07% | 8/28/2024 |
 NVIDIA (NVDA) | 0.22% | 0% | 11.21% | 11/20/2024 |
 iShares MSCI Taiwan ETF (EWT) | 0.19% | 0% | 18.75% | 1/4/2023 |
 Lockheed Martin (LMT) | 0.18% | 0% | 52.17% | 3/22/2024 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.18% | 0% | 5.6% | 5/16/2025 |
 Raytheon (RTX) | 0.15% | 0% | 35.09% | 3/22/2024 |
 Vanguard Communication Services ETF (VOX) | 0.14% | 0% | 17.68% | 5/16/2025 |
 iShares MSCI India ETF (INDA) | 0.12% | 0% | 22.88% | 12/30/2022 |
 Dollar Tree (DLTR) | 0.11% | 0% | 29.02% | 3/8/2024 |
 iShares Semiconductor ETF (SOXX) | 0.1% | 0% | 11.81% | 5/16/2025 |
 Builders FirstSource (BLDR) | 0.1% | 0% | 8.34% | 6/27/2025 |
 VF Corp (VFC) | 0.1% | 0% | 49.37% | 3/22/2024 |
 Disney (DIS) | 0.1% | 0% | 29.02% | 3/8/2024 |
 Northrop Grumman (NOC) | 0.09% | 0% | 21.21% | 3/22/2024 |
 PulteGroup (PHM) | 0.09% | 0% | 20.08% | 10/24/2023 |
 Toll Brothers (TOL) | 0.08% | 0% | 20.08% | 10/24/2023 |
 TSMC (TSM) | 0.08% | 0% | 29.55% | 6/15/2023 |
 Amazon (AMZN) | 0.08% | 0% | 19.01% | 9/12/2023 |
 Crowdstrike (CRWD) | 0.08% | 0% | 27.42% | 5/19/2023 |
 Range Resources (RRC) | 0.07% | 0% | 6.34% | 5/16/2025 |
 Vanguard Information Technology (VGT) | 0.07% | 0% | 5.6% | 5/16/2025 |
 Alphabet (GOOGL) | 0.07% | 0% | 18.81% | 10/16/2023 |
 Lennar (LEN) | 0.06% | 0% | 19.61% | 10/17/2023 |
 PayPal (PYPL) | 0.06% | 0% | 36.09% | 6/4/2024 |
 Taylor Morrison (TMHC) | 0.06% | 0% | 19.61% | 10/17/2023 |
 D.R. Horton (DHI) | 0.06% | 0% | 18.81% | 10/5/2023 |
 General Dynamics (GD) | 0.05% | 0% | 21.21% | 3/22/2024 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.05% | 4.15% | 1.27% | - |
 L3Harris (LHX) | 0.05% | 0% | 21.21% | 3/22/2024 |
 Microsoft (MSFT) | 0.05% | 0% | 20.88% | 5/18/2023 |
 NVR (NVR) | 0.05% | 0% | 11.47% | 10/18/2023 |
 Meta (META) | 0.05% | 0% | 16.81% | 5/30/2023 |
 Otis (OTIS) | 0.05% | 0% | 16.21% | 10/24/2024 |
 Schindler (SCHP.ZU) | 0.04% | 0% | 16.21% | 10/24/2024 |
 KONE (KNEBV.HE) | 0.04% | 0% | 16.21% | 10/24/2024 |
 Intel (INTC) | 0.04% | 0% | 19.48% | 6/20/2023 |
 Yum China (YUMC) | 0.04% | 0% | 11.74% | 7/11/2023 |
 O'Reilly Auto (ORLY) | 0.04% | 0% | 13.21% | 7/13/2023 |
 Chipotle (CMG) | 0.03% | 0% | 12.54% | 7/13/2023 |
 Churchill Downs (CHDN) | 0.03% | 0% | 10.94% | 7/11/2023 |
 Bank of America (BAC) | 0.03% | 0% | 15.74% | 11/9/2023 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.03% | 3.29% | 1% | - |
 Starbucks (SBUX) | 0.03% | 0% | 11.47% | 11/4/2022 |
 Riot (RIOT) | 0.03% | 0% | 4.94% | 9/26/2023 |
 Syneos Health Inc (SYNH) | 0.03% | 0% | 10.87% | 7/11/2023 |
 Ross Stores (ROST) | 0.03% | 0% | 12.01% | 3/20/2023 |
 TKO (TKO) | 0.03% | 0% | 6.87% | 7/13/2023 |
 Mondelez (MDLZ) | 0.02% | 0% | 9.01% | 6/12/2023 |
 Hershey (HSY) | 0.02% | 0% | 8.54% | 6/12/2023 |
 Wingstop (WING) | 0.02% | 0% | 6.2% | 7/13/2023 |
 PacWest Bancorp (PACW) | 0.02% | 0% | 8.47% | 7/19/2023 |
 Nestle (NESN.ZU) | 0.02% | 0% | 9.54% | 11/9/2023 |
 Charles Schwab (SCHW) | 0.02% | 0% | 8.47% | 7/19/2023 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.02% | 0% | 4.87% | 9/4/2024 |
 Autozone (AZO) | 0.02% | 0% | 9.34% | 5/12/2023 |
 Eli Lilly (LLY) | 0.02% | 0% | 8.61% | 5/12/2023 |
 Tesla (TSLA) | 0.02% | 0% | 6.87% | 1/26/2023 |
 Carvana (CVNA) | 0.02% | 0% | 3.94% | 9/21/2023 |
 Charter (CHTR) | 0.02% | 0% | 8.07% | 7/11/2023 |
 Generac (GNRC) | 0.02% | 0% | 8.21% | 5/23/2023 |
 Vanguard Short-Term Bond ETF (BSV) | 0.02% | 0% | 0.33% | 1/5/2022 |
 Brookfield (BN.US) | 0.02% | 0% | 7.34% | 8/31/2023 |
 Smucker (SJM) | 0.02% | 0% | 7.54% | 4/17/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.02% | 0% | 3.54% | 9/15/2023 |
 ASOS (ASC.L) | 0.02% | 0% | 12.88% | 11/9/2023 |
 US Bancorp (USB) | 0.02% | 0% | 7.67% | 7/11/2023 |
 Robinhood Markets Inc. (HOOD) | 0.02% | 0% | 7.34% | 5/23/2022 |
 e.l.f. (ELF) | 0.02% | 0% | 3.87% | 9/20/2023 |
 Nike (NKE) | 0.02% | 0% | 5.54% | 6/14/2024 |
 Alpha Metallurgical (AMR) | 0.01% | 0% | 3.67% | 10/16/2023 |
 Hyatt (H) | 0.01% | 0% | 7% | 5/12/2023 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.01% | 0% | 3.54% | 4/27/2023 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.01% | 0% | 3.54% | 4/27/2023 |
 First Solar (FSLR) | 0.01% | 0% | 6.94% | 5/4/2023 |
 Burlington (BURL) | 0.01% | 0% | 6.07% | 4/17/2023 |
 Alibaba (9988.HK) | 0.01% | 0% | 5.34% | 3/22/2022 |
 GLPI (GLPI) | 0.01% | 0% | 5.87% | 4/26/2023 |
 3M (MMM) | 0.01% | 0% | 6% | 5/23/2022 |
 Truist (TFC) | 0.01% | 0% | 5.74% | 6/12/2023 |
 DISH Network Corp (DISH) | 0.01% | 0% | 7.74% | 5/12/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.01% | 0% | 5.34% | 5/23/2022 |
 VICI Properties (VICI) | 0.01% | 0% | 5.27% | 4/17/2023 |
 Alibaba (BABA) | 0.01% | 0% | 5.2% | 6/6/2022 |
 CK Hutchison (00001.HK) | 0.01% | 0% | 3.67% | 2/24/2022 |
 Tyson Foods (TSN) | 0.01% | 0% | 4.54% | 7/19/2023 |
 Avis (CAR) | 0.01% | 0% | 3.94% | 4/17/2023 |
 SilverGate (SICPQ) | 0.01% | 0% | 7.07% | 3/13/2023 |
 JinkoSolar (JKS) | 0.01% | 0% | 3.8% | 3/17/2023 |
 Ollie's (OLLI) | 0.01% | 0% | 3.27% | 4/14/2022 |
 Ryman (RHP) | 0.01% | 0% | 3.34% | 3/23/2023 |
 Tractor Supply (TSCO) | 0.01% | 0% | 3.54% | 5/16/2023 |
 Five Below (FIVE) | 0.01% | 0% | 3.27% | 5/12/2023 |
 Caterpillar (CAT) | 0.01% | 0% | 2.87% | 3/13/2023 |
 Ulta (ULTA) | 0.01% | 0% | 3.14% | 5/10/2023 |
 Progressive (PGR) | 0.01% | 0% | 2.67% | 4/17/2023 |
 Target (TGT) | 0.01% | 0% | 2.54% | 7/20/2023 |
 Lumen (LUMN) | 0.01% | 0% | 3.34% | 3/17/2023 |
 Star Bulk (SBLK) | 0.01% | 0% | 2.47% | 5/12/2023 |
 DHT Holdings (DHT) | 0.01% | 0% | 2.47% | 5/12/2023 |
 LVMH (MC.PA) | 0% | 0% | 1.8% | 10/11/2024 |
 L'Oréal (OR.PA) | 0% | 0% | 1.8% | 10/11/2024 |
 Roche (ROG.ZU) | 0% | 0% | 2.27% | 7/19/2023 |
 Hermes (RMS.PA) | 0% | 0% | 1.6% | 10/11/2024 |
 Dior (CDI.PA) | 0% | 0% | 1.6% | 10/11/2024 |
 Kering (KER.PA) | 0% | 0% | 1.6% | 10/11/2024 |
 Netflix (NFLX) | 0% | 0% | 2.33% | 5/24/2022 |
 Rivian (RIVN) | 0% | 0% | 1.67% | 5/23/2022 |
 First Republic Bank (FRCB) | 0% | 0% | 3.8% | 7/14/2023 |
 JPMorgan (JPM) | 0% | 0% | 0.93% | 10/27/2022 |
 Vanguard FTSE Emerging Markets (VWO) | 0% | 0% | 1.2% | 2/11/2022 |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0% | 0% | 0.47% | 12/12/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 65.83% | 56.94% |
| Vanguard Total World Stock ETF (VT.US) | 11.81% | 14.7% |
| VanEck Vectors Gold Miners ETF (GDX) | 6.13% | 7.9% |
| Pimco 25+ Yr Zero Cpn Us Tif (ZROZ) | 6.09% | 6.09% |
| Vanguard Mega Cap Growth Index Fund (MGK) | 2.67% | 4.01% |
| WisdomTree Silver (SLVR.L) | 2.52% | 4% |
| Berkshire Hathaway (BRK.B) | 1.86% | 2.11% |
| iShares US Aerospace & Defense ETF (ITA) | 1.19% | 1.93% |
| Vanguard Value ETF (VTV) | 1.49% | 1.85% |
Cash & Instruments Over Time
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