Estimated portfolio Estimated
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 Sep 23, 2026.
Return index Estimated
- 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
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| SPYState Street SPDR S&P 500 ETF Trust | 497.5 | $381,974 | 54.6% | $240,002 | $141,972(+59.2%) | Jan 19, 2024 | ETF | 3 / 0 | $767.81Sep 23, 2026 |
| AAPLApple Inc. | 241.7 | $81,453 | 11.6% | $31,258 | $50,195(+160.6%) | Jan 19, 2024 | Technology | 8 / 3 | $337.02Sep 23, 2026 |
| BRK-BBerkshire Hathaway Inc. | 83.1 | $42,132 | 6.0% | $21,615 | $20,516(+94.9%) | Jan 19, 2024 | Financial Services | 7 / 3 | $507.17Sep 23, 2026 |
| MSFTMicrosoft Corporation | 82.5 | $41,317 | 5.9% | $19,403 | $21,914(+112.9%) | Jan 19, 2024 | Technology | 6 / 3 | $500.59Sep 23, 2026 |
| BACBank of America Corporation | 730.2 | $40,890 | 5.8% | $27,722 | $13,168(+47.5%) | Jan 19, 2024 | Financial Services | 7 / 3 | $56.00Sep 23, 2026 |
| RTXRTX Corporation | 209.3 | $40,217 | 5.8% | $16,896 | $23,321(+138.0%) | Jan 19, 2024 | Industrials | 4 / 2 | $192.19Sep 23, 2026 |
| JNJJohnson & Johnson | 149.3 | $40,196 | 5.7% | $24,058 | $16,138(+67.1%) | Jan 19, 2024 | Healthcare | 5 / 2 | $269.17Sep 23, 2026 |
| HQYHealthEquity, Inc. | 220.4 | $19,923 | 2.8% | $16,063 | $3,860(+24.0%) | Jan 19, 2024 | Healthcare | 4 / 2 | $90.39Sep 23, 2026 |
| BABAAlibaba Group Holding Limited | 56.1 | $6,213 | 0.9% | $13,093 | -$6,880(-52.5%) | Jan 19, 2024 | Consumer Cyclical | 5 / 1 | $110.80Sep 23, 2026 |
| AXPAmerican Express Company | 14.7 | $4,431 | 0.6% | $2,100 | $2,330(+111.0%) | Jan 19, 2024 | Financial Services | 5 / 3 | $301.96Sep 23, 2026 |
| BAThe Boeing Company | 3.2 | $642 | 0.1% | $665 | -$23(-3.4%) | Jan 9, 2024 | Industrials | 1 / 1 | $199.93Sep 23, 2026 |
Sector allocation Estimated
- ETF54.6%$382K
- Technology17.6%$122.8K
- Financial Services12.5%$87.5K
- Healthcare8.6%$60.1K
- Industrials5.8%$40.9K
- Consumer Cyclical0.9%$6.2K
Excluded from the model
- 132 disclosed rows in total; 100 rows modelled.
- 3 rows had no published ticker (match confidence below the publish threshold).
- 25 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 4 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 6 sells had no modelled shares to sell ($82.3K 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.