Estimated portfolio Estimated
This is a model, not an account statement.
Members disclose a dollar range per trade, never share counts or balances. Every share, value, weight and return below is derived: shares = range midpoint ÷ closing price on the trade date; positions are floored at zero; cash and dividends are not modelled. Compare against SPY using identical cash flows. As of Nov 5, 2026.
Est. portfolio value
Estimated$2,065,478
45 positions
Invested (cum.)
Estimated$1,605,531
Sum of buy midpoints
Realized (cum.)
Estimated$289,672
Modelled sell proceeds
Return vs SPY
Estimated+46.7%
SPY with identical cash flows: +85.5%
Return index Estimated
100 = each disclosed dollar is worth a dollar (value + realized) ÷ invested
- Portfolio (estimated)
- SPY with identical cash flows
Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated
Holdings Estimated
45 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| EMXCiShares MSCI Emerging Markets ex China ETF | 2,163.9 | $179,428 | 8.7% | $107,501 | $71,927(+66.9%) | Oct 6, 2023 | ETF | 2 / 0 | $82.92Nov 5, 2026 |
| SHYiShares 1-3 Year Treasury Bond ETF | 2,150.9 | $175,667 | 8.5% | $175,001 | $667(+0.4%) | Dec 22, 2022 | ETF | 1 / 0 | $81.67Nov 5, 2026 |
| IRMIron Mountain Incorporated | 1,395.3 | $147,199 | 7.1% | $40,501 | $106,698(+263.4%) | Mar 4, 2021 | Real Estate | 2 / 0 | $105.50Nov 5, 2026 |
| AMGNAmgen Inc. | 273.8 | $126,014 | 6.1% | $65,001 | $61,013(+93.9%) | Mar 4, 2021 | Healthcare | 2 / 0 | $460.28Nov 5, 2026 |
| EFAiShares MSCI EAFE ETF | 1,158.0 | $118,922 | 5.8% | $75,001 | $43,921(+58.6%) | Nov 14, 2022 | ETF | 1 / 0 | $102.70Nov 5, 2026 |
| JNJJohnson & Johnson | 433.7 | $118,098 | 5.7% | $65,001 | $53,097(+81.7%) | Mar 4, 2021 | Healthcare | 2 / 0 | $272.32Nov 5, 2026 |
| GLWCorning Incorporated | 1,074.8 | $111,162 | 5.4% | $32,501 | $78,661(+242.0%) | Jul 28, 2020 | Technology | 1 / 0 | $103.43Nov 5, 2026 |
| TXNTexas Instruments Incorporated | 355.0 | $98,746 | 4.8% | $65,001 | $33,745(+51.9%) | Nov 11, 2022 | Technology | 2 / 0 | $278.15Nov 5, 2026 |
| WMWaste Management, Inc. | 371.5 | $89,639 | 4.3% | $40,501 | $49,138(+121.3%) | Mar 4, 2021 | Industrials | 2 / 0 | $241.27Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 881.8 | $84,406 | 4.1% | $40,501 | $43,905(+108.4%) | Mar 4, 2021 | Technology | 2 / 0 | $95.72Nov 5, 2026 |
| CVXChevron Corporation | 375.8 | $80,013 | 3.9% | $32,501 | $47,513(+146.2%) | Aug 4, 2020 | Energy | 1 / 1 | $212.93Nov 5, 2026 |
| DOVDover Corporation | 310.2 | $62,836 | 3.0% | $32,501 | $30,335(+93.3%) | Jul 28, 2020 | Industrials | 1 / 0 | $202.56Nov 5, 2026 |
| GDGeneral Dynamics Corporation | 166.2 | $59,238 | 2.9% | $32,501 | $26,737(+82.3%) | Jul 28, 2021 | Industrials | 1 / 0 | $356.35Nov 5, 2026 |
| PGThe Procter & Gamble Company | 319.6 | $53,413 | 2.6% | $40,501 | $12,912(+31.9%) | Mar 4, 2021 | Consumer Defensive | 2 / 0 | $167.10Nov 5, 2026 |
| FSMDXFidelity Mid Cap Index | 1,272.5 | $53,065 | 2.6% | $32,501 | $20,564(+63.3%) | Nov 2, 2022 | Unclassified | 1 / 0 | $41.70Nov 5, 2026 |
| VYMVanguard High Dividend Yield Index Fund ETF Shares | 309.0 | $49,373 | 2.4% | $32,501 | $16,873(+51.9%) | Nov 2, 2022 | ETF | 1 / 0 | $159.80Nov 5, 2026 |
| MCDMcDonald's Corporation | 165.6 | $46,048 | 2.2% | $32,501 | $13,547(+41.7%) | Jul 28, 2020 | Consumer Cyclical | 1 / 0 | $278.04Nov 5, 2026 |
| ABTAbbott Laboratories | 394.4 | $44,807 | 2.2% | $40,501 | $4,306(+10.6%) | Mar 4, 2021 | Healthcare | 2 / 0 | $113.60Nov 5, 2026 |
| BLKBlackRock, Inc. | 37.8 | $44,205 | 2.1% | $32,501 | $11,704(+36.0%) | Jul 28, 2021 | Financial Services | 1 / 0 | $1,170.67Nov 5, 2026 |
| EOGEOG Resources, Inc. | 253.6 | $36,743 | 1.8% | $32,501 | $4,243(+13.1%) | Nov 3, 2023 | Energy | 1 / 0 | $144.89Nov 5, 2026 |
| APDAir Products and Chemicals, Inc. | 109.0 | $33,731 | 1.6% | $32,501 | $1,230(+3.8%) | Dec 14, 2021 | Basic Materials | 1 / 0 | $309.49Nov 5, 2026 |
| EMREmerson Electric Co. | 160.9 | $26,169 | 1.3% | $10,021 | $16,148(+161.1%) | Aug 8, 2022 | Industrials | 1 / 1 | $162.61Nov 5, 2026 |
| DGXQuest Diagnostics Incorporated | 97.7 | $24,879 | 1.2% | $13,860 | $11,019(+79.5%) | Mar 10, 2025 | Healthcare | 2 / 1 | $254.74Nov 5, 2026 |
| MAIIXiShares MSCI EAFE Intl Idx Instl | 660.1 | $14,265 | 0.7% | $8,001 | $6,264(+78.3%) | Nov 2, 2022 | Unclassified | 1 / 0 | $21.61Nov 5, 2026 |
| CMICummins Inc. | 31.0 | $13,907 | 0.7% | $8,001 | $5,907(+73.8%) | Mar 3, 2023 | Industrials | 1 / 0 | $448.58Nov 5, 2026 |
| CLXThe Clorox Company | 136.4 | $13,598 | 0.7% | $27,311 | -$13,713(-50.2%) | Dec 14, 2021 | Consumer Defensive | 2 / 1 | $99.70Nov 5, 2026 |
| FDEVFidelity International Multifactor ETF | 363.3 | $13,532 | 0.7% | $8,001 | $5,531(+69.1%) | Nov 2, 2022 | ETF | 1 / 0 | $37.25Nov 5, 2026 |
| GILDGilead Sciences, Inc. | 68.3 | $11,438 | 0.6% | $8,001 | $3,437(+43.0%) | Mar 10, 2025 | Healthcare | 1 / 1 | $167.57Nov 5, 2026 |
| IJRiShares Core S&P Small-Cap ETF | 81.4 | $11,189 | 0.5% | $8,001 | $3,188(+39.9%) | Nov 1, 2022 | ETF | 1 / 0 | $137.49Nov 5, 2026 |
| UPSUnited Parcel Service, Inc. | 99.4 | $11,039 | 0.5% | $19,494 | -$8,455(-43.4%) | Mar 10, 2025 | Industrials | 1 / 1 | $111.04Nov 5, 2026 |
| UNPUnion Pacific Corporation | 33.9 | $10,106 | 0.5% | $5,891 | $4,215(+71.6%) | Nov 3, 2023 | Industrials | 1 / 1 | $297.95Nov 5, 2026 |
| LMTLockheed Martin Corporation | 16.7 | $9,620 | 0.5% | $8,001 | $1,619(+20.2%) | Mar 10, 2025 | Industrials | 1 / 0 | $576.16Nov 5, 2026 |
| AFLAflac Incorporated | 74.9 | $9,460 | 0.5% | $8,001 | $1,460(+18.2%) | Mar 10, 2025 | Financial Services | 1 / 1 | $126.24Nov 5, 2026 |
| CMECME Group Inc. | 30.5 | $9,372 | 0.5% | $8,001 | $1,371(+17.1%) | Mar 10, 2025 | Financial Services | 1 / 0 | $307.24Nov 5, 2026 |
| ITWIllinois Tool Works Inc. | 29.9 | $8,531 | 0.4% | $8,001 | $530(+6.6%) | Mar 10, 2025 | Industrials | 1 / 0 | $285.41Nov 5, 2026 |
| FHYSFederated Hermes Short Duration High Yield ETF | 364.7 | $8,241 | 0.4% | $8,001 | $241(+3.0%) | Nov 2, 2022 | ETF | 1 / 0 | $22.60Nov 5, 2026 |
| HONHoneywell International Inc. | 37.9 | $8,168 | 0.4% | $8,001 | $168(+2.1%) | Mar 10, 2025 | Industrials | 1 / 0 | $215.78Nov 5, 2026 |
| AWKAmerican Water Works Company, Inc. | 53.6 | $8,167 | 0.4% | $8,001 | $167(+2.1%) | Mar 10, 2025 | Utilities | 1 / 0 | $152.42Nov 5, 2026 |
| IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF | 157.9 | $8,151 | 0.4% | $8,001 | $150(+1.9%) | Nov 30, 2023 | ETF | 1 / 0 | $51.61Nov 5, 2026 |
| USBU.S. Bancorp | 127.8 | $7,634 | 0.4% | $4,641 | $2,994(+64.5%) | Mar 10, 2025 | Financial Services | 1 / 1 | $59.75Nov 5, 2026 |
| HSYThe Hershey Company | 42.9 | $7,617 | 0.4% | $8,001 | -$383(-4.8%) | Mar 10, 2025 | Consumer Defensive | 1 / 0 | $177.43Nov 5, 2026 |
| PEPPepsiCo, Inc. | 51.2 | $7,307 | 0.4% | $8,001 | -$693(-8.7%) | Mar 10, 2025 | Consumer Defensive | 1 / 0 | $142.71Nov 5, 2026 |
| DDominion Energy, Inc. | 84.6 | $5,892 | 0.3% | $6,670 | -$778(-11.7%) | Jul 28, 2021 | Utilities | 2 / 1 | $69.64Nov 5, 2026 |
| PSKYParamount Skydance Corporation | 426.2 | $4,166 | 0.2% | $17,750 | -$13,584(-76.5%) | Mar 3, 2023 | Communication Services | 1 / 1 | $9.77Oct 22, 2026 |
| CORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 3.0 | $279 | 0.0% | $270 | $9(+3.3%) | Nov 28, 2023 | ETF | 1 / 1 | $93.57Nov 5, 2026 |
Unrealized = est. value − est. cost basis (cost basis reduced pro-rata on modelled sells). Latest close from the price provider; may lag.
Sector allocation Estimated
- ETF27.3%$564.8K
- Healthcare15.7%$325.2K
- Industrials14.5%$299.3K
- Technology14.2%$294.3K
- Real Estate7.1%$147.2K
- Energy5.7%$116.8K
- Consumer Defensive4.0%$81.9K
- Financial Services3.4%$70.7K
- Unclassified3.3%$67.3K
- Consumer Cyclical2.2%$46K
- Basic Materials1.6%$33.7K
- Utilities0.7%$14.1K
- Communication Services0.2%$4.2K
Excluded from the model
- 124 disclosed rows in total; 107 rows modelled.
- 3 rows had no published ticker (match confidence below the publish threshold).
- 4 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 9 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 27 sells had no modelled shares to sell ($719.8K of proceeds not modelled; positions are floored at zero).
Excluded rows still appear in the trade list with their official values; only the portfolio model skips them.
How this is calculatedmodel parameters · click to expand
- Shares formula
- amount_mid / close(tx_date)
- Return index
- 100 * (value + realized) / invested
- Benchmark
- SPY
- Portfolio start date
- 2020-01-01
- Price provider
- yfinance
- Price lookup window (days)
- 5
- Ticker publish threshold
- 0.9
- Positions floored at zero
- Yes
- Cash modelled
- No
- Dividends modelled
- No
Full method, tiers of ticker matching, and the review queue are documented on the methodology page.
Independent third-party platform; not affiliated with or endorsed by any member of Congress. Data sourced from publicly available filings and records. Portfolio, holdings, returns, and allocations are estimates and may differ from actual values. Informational and educational only; not investment advice.