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 Sep 23, 2026.
Est. portfolio value
Estimated$167,554
25 positions
Invested (cum.)
Estimated$368,522
Sum of buy midpoints
Realized (cum.)
Estimated$287,141
Modelled sell proceeds
Return vs SPY
Estimated+23.4%
SPY with identical cash flows: +37.6%
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
25 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VOOVanguard S&P 500 ETF | 101.9 | $72,094 | 43.0% | $32,501 | $39,594(+121.8%) | Oct 16, 2020 | ETF | 1 / 0 | $707.60Sep 23, 2026 |
| FLQLFranklin U.S. Large Cap Multifactor Index ETF | 222.4 | $17,498 | 10.4% | $8,001 | $9,497(+118.7%) | Oct 16, 2020 | ETF | 1 / 0 | $78.67Sep 23, 2026 |
| VEAVanguard FTSE Developed Markets Index Fund ETF Shares | 192.5 | $13,749 | 8.2% | $8,001 | $5,748(+71.8%) | Oct 16, 2020 | ETF | 1 / 0 | $71.42Sep 23, 2026 |
| VWOVanguard FTSE Emerging Markets Index Fund ETF Shares | 178.8 | $10,751 | 6.4% | $8,001 | $2,750(+34.4%) | Oct 16, 2020 | ETF | 1 / 0 | $60.12Sep 23, 2026 |
| CCitigroup Inc. | 46.9 | $6,192 | 3.7% | $3,747 | $2,445(+65.3%) | Aug 7, 2020 | Financial Services | 2 / 1 | $131.93Sep 23, 2026 |
| HLTHilton Worldwide Holdings Inc. | 20.1 | $6,179 | 3.7% | $1,391 | $4,788(+344.3%) | Aug 7, 2020 | Consumer Cyclical | 1 / 1 | $307.22Sep 23, 2026 |
| FLCOFranklin Investment Grade Corporate ETF | 298.2 | $6,133 | 3.7% | $8,001 | -$1,868(-23.3%) | Oct 16, 2020 | ETF | 1 / 0 | $20.57Sep 23, 2026 |
| MSFTMicrosoft Corporation | 12.2 | $6,086 | 3.6% | $1,953 | $4,133(+211.7%) | Aug 7, 2020 | Technology | 1 / 1 | $500.59Sep 23, 2026 |
| COSTCostco Wholesale Corporation | 4.0 | $3,600 | 2.1% | $1,160 | $2,440(+210.4%) | Aug 7, 2020 | Consumer Defensive | 1 / 1 | $904.70Sep 23, 2026 |
| TMOThermo Fisher Scientific Inc. | 5.2 | $3,462 | 2.1% | $1,698 | $1,764(+103.8%) | Aug 7, 2020 | Healthcare | 1 / 1 | $665.30Sep 23, 2026 |
| GOOGLAlphabet Inc. | 10.1 | $3,418 | 2.0% | $692 | $2,726(+393.7%) | Aug 7, 2020 | Communication Services | 1 / 1 | $337.83Sep 23, 2026 |
| DHRDanaher Corporation | 14.9 | $3,293 | 2.0% | $2,022 | $1,271(+62.8%) | Aug 7, 2020 | Healthcare | 1 / 1 | $221.56Sep 23, 2026 |
| BLKBlackRock, Inc. | 2.1 | $2,246 | 1.3% | $1,077 | $1,168(+108.4%) | Aug 7, 2020 | Financial Services | 1 / 1 | $1,060.89Sep 23, 2026 |
| HDThe Home Depot, Inc. | 7.0 | $2,068 | 1.2% | $1,531 | $537(+35.1%) | Aug 7, 2020 | Consumer Cyclical | 1 / 1 | $296.72Sep 23, 2026 |
| PLDPrologis, Inc. | 14.4 | $1,924 | 1.1% | $1,269 | $654(+51.5%) | Aug 7, 2020 | Real Estate | 1 / 1 | $133.96Sep 23, 2026 |
| WMTWalmart Inc. | 17.1 | $1,893 | 1.1% | $679 | $1,214(+178.8%) | Aug 7, 2020 | Consumer Defensive | 1 / 1 | $110.53Sep 23, 2026 |
| SHWThe Sherwin-Williams Company | 5.4 | $1,771 | 1.1% | $1,034 | $737(+71.3%) | Aug 7, 2020 | Basic Materials | 1 / 1 | $326.46Sep 23, 2026 |
| ABTAbbott Laboratories | 13.0 | $1,343 | 0.8% | $1,129 | $215(+19.0%) | Aug 7, 2020 | Healthcare | 1 / 1 | $103.49Sep 23, 2026 |
| PEPPepsiCo, Inc. | 7.7 | $996 | 0.6% | $926 | $71(+7.7%) | Aug 7, 2020 | Consumer Defensive | 1 / 1 | $130.18Sep 23, 2026 |
| BALLBall Corporation | 16.0 | $942 | 0.6% | $1,051 | -$109(-10.3%) | Aug 7, 2020 | Consumer Cyclical | 1 / 1 | $58.82Sep 23, 2026 |
| AMTAmerican Tower Corporation | 4.0 | $676 | 0.4% | $904 | -$228(-25.3%) | Aug 7, 2020 | Real Estate | 1 / 1 | $170.78Sep 23, 2026 |
| ZTSZoetis Inc. | 9.3 | $665 | 0.4% | $1,246 | -$581(-46.6%) | Aug 7, 2020 | Healthcare | 1 / 1 | $71.61Sep 23, 2026 |
| VVisa Inc. | 1.1 | $404 | 0.2% | $213 | $190(+89.2%) | Aug 7, 2020 | Financial Services | 1 / 1 | $361.52Sep 23, 2026 |
| FISVFiserv, Inc. | 2.8 | $129 | 0.1% | $282 | -$153(-54.2%) | Aug 7, 2020 | Unclassified | 1 / 1 | $45.95Sep 23, 2026 |
| UNPUnion Pacific Corporation | 0.2 | $44 | 0.0% | $29 | $15(+51.2%) | Aug 7, 2020 | Industrials | 1 / 1 | $275.53Sep 23, 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
- ETF71.8%$120.2K
- Consumer Cyclical5.5%$9.2K
- Financial Services5.3%$8.8K
- Healthcare5.2%$8.8K
- Consumer Defensive3.9%$6.5K
- Technology3.6%$6.1K
- Communication Services2.0%$3.4K
- Real Estate1.6%$2.6K
- Basic Materials1.1%$1.8K
- Unclassified0.1%$129
- Industrials0.0%$44
Excluded from the model
- 129 disclosed rows in total; 86 rows modelled.
- 40 rows had no published ticker (match confidence below the publish threshold).
- 1 row was not a stock or ETF (options, bonds, funds, crypto, other).
- 2 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 19 sells had no modelled shares to sell ($81.4K 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.