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$466,835
35 positions
Invested (cum.)
Estimated$640,539
Sum of buy midpoints
Realized (cum.)
Estimated$569,485
Modelled sell proceeds
Return vs SPY
Estimated+61.8%
SPY with identical cash flows: +51.3%
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
35 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | 432.0 | $145,954 | 31.3% | $23,983 | $121,970(+508.6%) | Feb 23, 2023 | Communication Services | 1 / 2 | $337.83Sep 23, 2026 |
| AMDAdvanced Micro Devices, Inc. | 172.3 | $105,885 | 22.7% | $13,291 | $92,595(+696.7%) | Dec 4, 2023 | Technology | 3 / 2 | $614.61Sep 23, 2026 |
| HLTHilton Worldwide Holdings Inc. | 150.0 | $46,085 | 9.9% | $18,310 | $27,775(+151.7%) | Dec 4, 2023 | Consumer Cyclical | 3 / 1 | $307.22Sep 23, 2026 |
| CCitigroup Inc. | 116.0 | $15,306 | 3.3% | $8,001 | $7,306(+91.3%) | Jun 22, 2021 | Financial Services | 1 / 0 | $131.93Sep 23, 2026 |
| BRK-BBerkshire Hathaway Inc. | 29.0 | $14,718 | 3.2% | $9,025 | $5,693(+63.1%) | Dec 4, 2023 | Financial Services | 2 / 2 | $507.17Sep 23, 2026 |
| VLOValero Energy Corporation | 38.4 | $14,427 | 3.1% | $3,938 | $10,489(+266.4%) | Dec 4, 2023 | Energy | 2 / 2 | $375.84Sep 23, 2026 |
| SCHFSchwab International Equity ETF | 490.4 | $13,603 | 2.9% | $8,001 | $5,603(+70.0%) | Jul 28, 2022 | ETF | 1 / 0 | $27.74Sep 23, 2026 |
| AZOAutoZone, Inc. | 4.3 | $12,234 | 2.6% | $9,424 | $2,810(+29.8%) | Dec 4, 2023 | Consumer Cyclical | 2 / 1 | $2,843.34Sep 23, 2026 |
| TEAMAtlassian Corporation | 52.1 | $10,170 | 2.2% | $8,001 | $2,169(+27.1%) | Mar 4, 2020 | Technology | 1 / 0 | $195.08Sep 23, 2026 |
| SHWThe Sherwin-Williams Company | 30.3 | $9,882 | 2.1% | $8,252 | $1,630(+19.8%) | Dec 4, 2023 | Basic Materials | 2 / 1 | $326.46Sep 23, 2026 |
| DLTRDollar Tree, Inc. | 79.3 | $8,974 | 1.9% | $8,001 | $974(+12.2%) | Jun 22, 2021 | Consumer Defensive | 1 / 0 | $113.16Sep 23, 2026 |
| CRMSalesforce, Inc. | 36.6 | $8,703 | 1.9% | $5,983 | $2,720(+45.5%) | Dec 4, 2023 | Technology | 2 / 2 | $237.58Sep 23, 2026 |
| KLACKLA Corporation | 45.5 | $8,552 | 1.8% | $1,879 | $6,672(+355.0%) | Dec 4, 2023 | Technology | 1 / 1 | $187.86Sep 23, 2026 |
| VVisa Inc. | 19.3 | $6,976 | 1.5% | $3,598 | $3,377(+93.9%) | Dec 4, 2023 | Financial Services | 2 / 2 | $361.52Sep 23, 2026 |
| ZMZoom Communications, Inc. | 68.5 | $6,295 | 1.3% | $8,001 | -$1,706(-21.3%) | Mar 4, 2020 | Technology | 1 / 0 | $91.90Sep 23, 2026 |
| EWEdwards Lifesciences Corporation | 63.7 | $5,531 | 1.2% | $5,684 | -$152(-2.7%) | Dec 4, 2023 | Healthcare | 2 / 1 | $86.82Sep 23, 2026 |
| ZTSZoetis Inc. | 59.3 | $4,243 | 0.9% | $9,189 | -$4,945(-53.8%) | Dec 4, 2023 | Healthcare | 2 / 1 | $71.61Sep 23, 2026 |
| STZConstellation Brands, Inc. | 34.9 | $4,068 | 0.9% | $8,189 | -$4,121(-50.3%) | Dec 4, 2023 | Consumer Defensive | 2 / 1 | $116.57Sep 23, 2026 |
| PANWPalo Alto Networks, Inc. | 9.1 | $3,595 | 0.8% | $1,126 | $2,469(+219.4%) | Dec 4, 2023 | Technology | 1 / 1 | $393.30Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 3.8 | $3,572 | 0.8% | $1,143 | $2,430(+212.7%) | Dec 4, 2023 | Financial Services | 1 / 1 | $936.36Sep 23, 2026 |
| CMECME Group Inc. | 9.6 | $2,608 | 0.6% | $1,650 | $958(+58.0%) | Jun 22, 2021 | Financial Services | 1 / 1 | $270.80Sep 23, 2026 |
| CMGChipotle Mexican Grill, Inc. | 77.9 | $2,547 | 0.5% | $2,413 | $133(+5.5%) | Dec 4, 2023 | Consumer Cyclical | 1 / 1 | $32.71Sep 23, 2026 |
| CVXChevron Corporation | 11.7 | $2,402 | 0.5% | $804 | $1,598(+198.8%) | Dec 4, 2023 | Energy | 1 / 2 | $205.51Sep 23, 2026 |
| MRKMerck & Co., Inc. | 13.1 | $1,933 | 0.4% | $894 | $1,040(+116.3%) | Jul 19, 2021 | Healthcare | 1 / 1 | $148.08Sep 23, 2026 |
| TMUST-Mobile US, Inc. | 7.9 | $1,315 | 0.3% | $1,053 | $262(+24.9%) | Dec 4, 2023 | Communication Services | 2 / 2 | $165.66Sep 23, 2026 |
| CSXCSX Corporation | 27.8 | $1,310 | 0.3% | $837 | $473(+56.6%) | Dec 4, 2023 | Industrials | 1 / 1 | $47.19Sep 23, 2026 |
| INTCIntel Corporation | 9.6 | $1,173 | 0.3% | $501 | $672(+134.1%) | Jun 22, 2021 | Technology | 1 / 1 | $122.60Sep 23, 2026 |
| NKENIKE, Inc. | 26.6 | $961 | 0.2% | $2,218 | -$1,257(-56.7%) | Dec 4, 2023 | Consumer Cyclical | 1 / 1 | $36.05Sep 23, 2026 |
| BDXBecton, Dickinson and Company | 4.8 | $868 | 0.2% | $790 | $78(+9.9%) | Jun 22, 2021 | Healthcare | 1 / 1 | $182.52Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 2.2 | $813 | 0.2% | $1,044 | -$231(-22.1%) | Dec 4, 2023 | Healthcare | 1 / 4 | $371.29Sep 23, 2026 |
| SBUXStarbucks Corporation | 6.2 | $586 | 0.1% | $623 | -$37(-5.9%) | Dec 4, 2023 | Consumer Cyclical | 2 / 2 | $94.14Sep 23, 2026 |
| DOMODomo, Inc. | 162.5 | $577 | 0.1% | $5,103 | -$4,526(-88.7%) | Dec 23, 2019 | Technology | 2 / 1 | $3.55Sep 23, 2026 |
| ELVElevance Health, Inc. | 1.1 | $448 | 0.1% | $509 | -$61(-11.9%) | Dec 4, 2023 | Healthcare | 1 / 2 | $398.56Sep 23, 2026 |
| FISVFiserv, Inc. | 7.1 | $328 | 0.1% | $768 | -$440(-57.2%) | Dec 4, 2023 | Unclassified | 2 / 2 | $45.95Sep 23, 2026 |
| ABTAbbott Laboratories | 1.9 | $192 | 0.0% | $190 | $1(+0.8%) | Dec 4, 2023 | Healthcare | 1 / 2 | $103.49Sep 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
- Communication Services31.5%$147.3K
- Technology31.0%$144.9K
- Consumer Cyclical13.4%$62.4K
- Financial Services9.2%$43.2K
- Energy3.6%$16.8K
- Healthcare3.0%$14K
- ETF2.9%$13.6K
- Consumer Defensive2.8%$13K
- Basic Materials2.1%$9.9K
- Industrials0.3%$1.3K
- Unclassified0.1%$328
Excluded from the model
- 319 disclosed rows in total; 211 rows modelled.
- 106 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were 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.
- 51 sells had no modelled shares to sell ($643.1K 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.