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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 1,868.9 | $629,840 | 24.5% | $140,002 | $489,838(+349.9%) | Jul 1, 2020 | Technology | 3 / 0 | $337.02Sep 23, 2026 |
| MPCMarathon Petroleum Corporation | 1,316.3 | $511,241 | 19.9% | $32,501 | $478,741(+1473.0%) | Apr 22, 2020 | Energy | 1 / 0 | $388.38Sep 23, 2026 |
| DGROiShares Core Dividend Growth ETF | 4,062.1 | $310,788 | 12.1% | $156,003 | $154,786(+99.2%) | Dec 17, 2020 | ETF | 5 / 0 | $76.51Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 1,084.4 | $270,313 | 10.5% | $140,002 | $130,311(+93.1%) | Jul 1, 2020 | Consumer Cyclical | 3 / 0 | $249.27Sep 23, 2026 |
| PNCThe PNC Financial Services Group, Inc. | 849.8 | $190,383 | 7.4% | $97,502 | $92,881(+95.3%) | Jun 2, 2020 | Financial Services | 3 / 0 | $224.03Sep 23, 2026 |
| DRIDarden Restaurants, Inc. | 533.8 | $114,059 | 4.4% | $32,501 | $81,558(+250.9%) | Apr 13, 2020 | Consumer Cyclical | 1 / 0 | $213.69Sep 23, 2026 |
| EMREmerson Electric Co. | 623.7 | $96,416 | 3.8% | $32,501 | $63,916(+196.7%) | Apr 22, 2020 | Industrials | 1 / 0 | $154.59Sep 23, 2026 |
| CVXChevron Corporation | 384.9 | $79,100 | 3.1% | $32,501 | $46,599(+143.4%) | Apr 22, 2020 | Energy | 1 / 0 | $205.51Sep 23, 2026 |
| EFViShares MSCI EAFE Value ETF | 757.2 | $60,670 | 2.4% | $32,501 | $28,169(+86.7%) | Jun 9, 2020 | ETF | 1 / 0 | $80.12Sep 23, 2026 |
| SOThe Southern Company | 586.7 | $48,968 | 1.9% | $32,501 | $16,467(+50.7%) | Apr 6, 2020 | Utilities | 1 / 0 | $83.47Sep 23, 2026 |
| AEPAmerican Electric Power Company, Inc. | 413.5 | $48,964 | 1.9% | $32,501 | $16,463(+50.7%) | Apr 6, 2020 | Utilities | 1 / 0 | $118.40Sep 23, 2026 |
| SDYState Street SPDR S&P Dividend ETF | 309.8 | $46,154 | 1.8% | $32,501 | $13,654(+42.0%) | Dec 3, 2019 | ETF | 1 / 0 | $148.97Sep 23, 2026 |
| FDNFirst Trust Dow Jones Internet Index Fund | 155.1 | $45,043 | 1.8% | $32,501 | $12,542(+38.6%) | Dec 10, 2020 | ETF | 1 / 0 | $290.32Sep 23, 2026 |
| DUKDuke Energy Corporation | 372.9 | $42,577 | 1.7% | $32,501 | $10,076(+31.0%) | Apr 22, 2020 | Utilities | 1 / 0 | $114.17Sep 23, 2026 |
| PFEPfizer Inc. | 1,015.3 | $28,611 | 1.1% | $32,501 | -$3,890(-12.0%) | Jul 1, 2020 | Healthcare | 1 / 0 | $28.18Sep 23, 2026 |
| ISDPGIM High Yield Bond Fund, Inc. | 2,331.5 | $27,068 | 1.1% | $32,501 | -$5,432(-16.7%) | Jun 9, 2020 | Financial Services | 1 / 0 | $11.61Sep 23, 2026 |
| VVVanguard Morningstar Large-Cap ETF | 53.9 | $19,154 | 0.7% | $8,001 | $11,154(+139.4%) | Jun 9, 2020 | ETF | 1 / 0 | $355.36Sep 23, 2026 |
Sector allocation Estimated
- Technology24.5%$629.8K
- Energy23.0%$590.3K
- ETF18.8%$481.8K
- Consumer Cyclical15.0%$384.4K
- Financial Services8.5%$217.5K
- Utilities5.5%$140.5K
- Industrials3.8%$96.4K
- Healthcare1.1%$28.6K
Excluded from the model
- 80 disclosed rows in total; 33 rows modelled.
- 45 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.
- 6 sells had no modelled shares to sell ($188.5K 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.