Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 42.08% | 47.46% | 99.81% | - |
 Vanguard Total Stock Market ETF (VTI) | 40.78% | 43.8% | 99.81% | - |
 Norfolk Southern (NSC) | 2.18% | 1.36% | 99.81% | - |
 Nucor (NUE) | 1.33% | 0.78% | 99.81% | - |
 McDonald's (MCD) | 1.22% | 0.74% | 99.81% | - |
 Duke Energy (DUK) | 0.92% | 0.57% | 99.81% | - |
 Apple (AAPL) | 0.87% | 0.68% | 99.81% | - |
 ConEd (ED) | 0.85% | 0.49% | 99.81% | - |
 Johnson & Johnson (JNJ) | 0.84% | 0.43% | 99.81% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.77% | 0.46% | 99.81% | - |
 ADM (ADM) | 0.7% | 0.27% | 99.81% | - |
 Aflac (AFL) | 0.65% | 0.54% | 99.81% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.49% | 0.23% | 99.81% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.45% | 0.24% | 99.81% | - |
 Philip Morris (PM) | 0.45% | 0.33% | 99.81% | - |
 Medtronic (MDT.US) | 0.41% | 0.22% | 99.81% | - |
 Flowers Foods (FLO) | 0.35% | 0.17% | 99.81% | - |
 UGI (UGI) | 0.3% | 0.15% | 99.81% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 41.53% | 42.15% |
| Vanguard S&P 500 ETF (VOO) | 42.5% | 41.65% |
| Norfolk Southern (NSC) | 1.35% | 1.56% |
| Nucor (NUE) | 0.33% | 1.15% |
| McDonald's (MCD) | 0.72% | 0.98% |
| Apple (AAPL) | 0.38% | 0.71% |
| Duke Energy (DUK) | 0.62% | 0.64% |
| ConEd (ED) | 0.55% | 0.6% |
| Johnson & Johnson (JNJ) | 0.62% | 0.58% |
| Vanguard FTSE Emerging Markets (VWO) | 0.61% | 0.54% |
| Aflac (AFL) | 0.26% | 0.54% |
| ADM (ADM) | 0.29% | 0.48% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.65% | 0.33% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 0.47% | 0.32% |
| Philip Morris (PM) | 0.28% | 0.31% |
| Medtronic (MDT.US) | 0.36% | 0.27% |
| Flowers Foods (FLO) | 0.27% | 0.22% |
| UGI (UGI) | 0.25% | 0.16% |