Portfolio X-Ray
Type your funds with weights and see what you actually own — the blended fee, the true sector mix, the manager-versus-index split, and your real top ten underlying positions.
0.11%blended fee · $11 per $10,000 a year
100%runs on an index
0%actively managed
3funds · $1.09T combined fund assets
The Overlap Doctor
A
3 funds behaving like 124 independent positions. The largest true holding is NVDA at 4.7% of the whole book.
No hidden concentration, no redundant pairs — the sleeves are doing different jobs.
What you actually own — true sector mix
| Technology | 68.4% | |
| Consumer | 26.1% | |
| Financials | 23.9% | |
| Fixed Income | 13.9% | |
| Industrials | 11.2% | |
| miscellaneous | 10.0% | |
| Health Care | 8.6% | |
| mbs pass-through | 7.0% | |
| Communications | 5.8% | |
| Energy | 4.3% |
Your real top 10 positions, looked through
| 1 | NVDA NVIDIA | 4.73% |
| 2 | AAPL APPLE | 4.47% |
| 3 | MSFT MICROSOFT | 3.57% |
| 4 | AMZN AMAZON | 2.33% |
| 5 | GOOGL ALPHABET | 1.80% |
| 6 | GOOG ALPHABET | 1.44% |
| 7 | AVGO BROADCOM | 1.44% |
| 8 | META META | 1.38% |
| 9 | TSLA TESLA | 0.95% |
| 10 | LLY ELI LILLY | 0.93% |