Master universe
Inner ring = sleeves · middle = segments & index funds · outer = names (◈ dashed = ETF). Tap any segment to open it on the right and adjust it on its own. True proportions — pinch to zoom thin slivers.
SCOPE
tap a segment to open it on the right · open or collapse each sleeve from the Sleeve split panel
Sleeve split — macro · lock to pin · ⌄ opens the sleeve in the donut
Indices
Stocks
Crypto
Metals
Cash · HYSA
Tap a segment in the donut to open it here — size it, add or drop names, all on its own while the rest of the sleeve rebalances around it.
Stock segment mixer
MIXER
Drag to set each segment’s share of the Stocks sleeve; the rest rebalance to 100%. Tap ○ to lock one in place.
Not financial advice — your framework, every weight a dial.
About these figures
Figures are % of the whole book (including the cash sleeve when you set it above 0). Grades are a merge of the live teardown + full-universe watchlist (four accelerators & five neoclouds filing-verified, the rest knowledge-based); most valuations are flagged stale after the AI complex re-rated. Index look-through and ETF holdings overlap names held directly — verify current multiples, fund holdings and live prices before sizing.
Per-segment composition
How to read this
Each segment is its own donut. Tap an asset in the add bench to drop it in; drag its slider to size it within the segment; ✕ removes. On desktop, drag an asset (or a held chip) across to another segment. Everything you change here flows straight up into the master donut.
Crypto build-out — the decentralized-AI mirror
How to read this
The crypto sleeve, organized the same way: base & settlement, then the decentralized-AI stack — compute/GPU, storage, data, agents — plus oracles, RWA/DeFi, and a quantum-resistant tier. Set each category's share with the Crypto tab in the mixer up top; tap any category name or its slice in the master donut to open it and add coins. Crypto mirrors the digital half of the build-out — it can't mirror the physical chokepoints (ASML, TSMC, HBM).
SCOPE
What I carry in the indexes — top 15 per fund
How to read this
Each index fund opened to its top 15 by published weight. ◈ teal rows are names you also hold directly in the Stocks sleeve (the doubling-down); the rest you own only through the fund. Weights are approximate and drift with price.
True exposure — S&P + Nasdaq top-15 vs. your direct buys
How to read this
The combined top-15 of the S&P (VOO) and Nasdaq (QQQM), always shown so you can read what you hold of the names that dominate the indexes. Gray is what the funds already hand you (look-through, across all four); teal is your direct buy stacked on top. Sorted by total exposure.
ETF crossover — how much of each name you own outright vs. through a fund
How to read this
For every name you hold both outright and through an ETF (or that sits in two or more of your ETFs), the bar shows what share of your total exposure is outright vs. held through each ETF — and which one. Look-through weights are approximate published holdings and drift.
ETF holdings — what's actually inside each fund
How to read this
Every ETF in your universe as a compact donut — each slice is a published holding, and the whole tile is tinted by category (see the key). A fast visual scan of what each fund actually holds. Weights are ~Jun 2026 and drift; verify before sizing.
Reading notes & reconciliations
BIZD is shown two ways across the source data: the Deep look-through here names 27 BDCs (full economic, SEC-filing basis, ARCC ~23%), while the fund's reported swap-based sheet lists ~37 holdings (ARCC ~14.7%); confirm against the current filing. URA's tail carries the placeholder symbol UEC2 — not a real ticker — and is marked estimated. Where a fund is flagged approx, the deeper slices are best-available estimates, not issuer-confirmed. Funds opened beyond their named set show a dashed +N more for the unnamed long tail.
SCOPE
The book — every position across every sleeve
Your whole book, live and graded — index funds, individual stocks, the stock-sleeve ETFs, crypto, metals and cash in one place. The bar shows the split by type; grades are recession / expansion lens marks, with valuation graded separately. ◈ marks a fund/ETF.
Presets — your saved setups and the library
Save the book you have built and load it back any time; the library holds the framework's built-in books. Loading replaces the whole book — every tile asks twice.
Your current book
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The ring is your live sleeve split — it follows every slider.
Your book — sleeves in dollars
Sleeves are set in dollars. Metals and Cash · HYSA ship at $0 — dial either above zero to fold it into the donut.
My setups
Backup & restore›
Or use a code: if downloads don't work in your viewer, copy this code into Notes to keep your setups. Paste it back below to restore.
Each save's ring is its sleeve split — saved on this device. "Copy a link to this book" puts the book you have built into a link: open it on any device or browser and it lands under My setups, loaded, so your book travels with you.
Library — the 22 built-in books
A book's ring is its stock-segment mix — the shape it gives your Stocks sleeve. First tap arms, second loads.