A DriftWorks platform
Shoreline
Snapshot as of 30 June 2026
The whole portfolio, from one vantage.
Shoreline is the platform DriftWorks built to manage its own portfolio. This is a dated view of that portfolio, by weight. No dollars, no balances, just the shape.
01 Why this is here
The one we built for ourselves.
DriftWorks builds products for other people. Halos watches infrastructure and tells an operator what is exposed. Sonder reads a room and plays it. Shoreline is the one we built for ourselves.
It manages the portfolio that helps keep the studio running, one place to see allocation, movement, and the shape of the whole portfolio, built in-house. We put it on the site for a plain reason: it is the clearest proof of what the studio can build when the only client is us.
What follows is a snapshot of that portfolio as it stood on the date above, shown by weight.
- Allocation Where the weight sits, by theme and by tier.
- Movement How those weights drift between snapshots.
- Shape The whole portfolio at a glance, weights only.
02 The snapshot
By weight, largest first.
Every figure here is a percentage of the portfolio. Sorted by weight, largest first.
Return since inception
+2.66%
Past performance is not indicative of future results.
One personal account, measured by percentage return since 22 May 2026. A short window. It is here to show the platform tracks performance, not to invite anyone to invest. No dollar figures appear anywhere on this page.
Return is the account's cumulative rate of return since inception (5/22/2026), as reported by the brokerage.
Allocation
- Growth & AI 35.2%
- Income 24.1%
- Security 17.5%
- Frontier 14.0%
- Cash 9.2%
- US Tech Megacaps 21.0%
- Cybersecurity 17.5%
- AI Infrastructure 14.3%
- Modern Income ETFs 14.2%
- Speculative/Private 10.8%
- Defensive/Dividend 10.0%
- Music Tech 2.5%
- International + Tail 0.7%
- Cash 9.2%
Cash 9.2%
| 1 | AST SpaceMobile | ASTS | Frontier | 9.06% |
| 2 | Apple | AAPL | Growth & AI | 7.02% |
| 3 | JPMorgan Nasdaq Equity Premium | JEPQ | Income | 6.28% |
| 4 | Alphabet | GOOGL | Growth & AI | 6.08% |
| 5 | CrowdStrike | CRWD | Security | 5.19% |
| 6 | iShares Core Dividend Growth | DGRO | Income | 4.83% |
| 7 | NVIDIA | NVDA | Growth & AI | 4.77% |
| 8 | Palo Alto Networks | PANW | Security | 4.64% |
| 9 | First Trust NASDAQ Cybersecurity ETF | CIBR | Security | 3.96% |
| 10 | Hewlett Packard Enterprise | HPE | Growth & AI | 3.60% |
| 11 | AIPO | AIPO | Growth & AI | 3.12% |
| 12 | iShares Semiconductor ETF | SOXX | Growth & AI | 2.83% |
| 13 | Global X Cybersecurity ETF | BUG | Security | 2.64% |
| 14 | WisdomTree Cloud Computing ETF | WCLD | Growth & AI | 2.53% |
| 15 | Microsoft | MSFT | Growth & AI | 2.28% |
| 16 | Cisco | CSCO | Growth & AI | 2.18% |
| 17 | Vanguard Total Bond Market ETF | BND | Income | 2.05% |
| 18 | Johnson & Johnson | JNJ | Income | 1.80% |
| 19 | RONB | RONB | Frontier | 1.74% |
| 20 | Take-Two Interactive | TTWO | Income | 1.70% |
| 21 | Procter & Gamble | PG | Income | 1.64% |
| 22 | AT&T | T | Income | 1.55% |
| 23 | MUSQ Global Music Industry ETF | MUSQ | Frontier | 1.53% |
| 24 | Uber | UBER | Income | 1.23% |
| 25 | Coca-Cola | KO | Income | 1.15% |
| 26 | Zscaler | ZS | Security | 1.06% |
| 27 | Amplify CWP Enhanced Dividend Income ETF | DIVO | Income | 0.99% |
| 28 | Spotify | SPOT | Frontier | 0.94% |
| 29 | Realty Income | O | Income | 0.91% |
| 30 | Amazon | AMZN | Growth & AI | 0.81% |
| 31 | iShares MSCI Emerging Markets ETF | EEM | Frontier | 0.72% |
Weights only. No dollar amounts, account values, or share counts appear on this page, by design.
03 How it's built
Held to the same bar as everything else.
Shoreline is built and run in-house, the same way the studio builds everything else. It reads positions, works out weights and drift, and renders the view you are reading. It is held to the same bar as the rest of the studio's work: real tests, real discipline, and a hard line between what is shown here and the private account behind it.
The build story, start to finish, is in The Record.
04 What you're seeing, and what you're not
The shape, and only the shape.
- Weights, not dollars. Every number is a percentage of the portfolio. No dollar amounts, account values, or cost figures appear here, by design.
- A dated snapshot. This is where the portfolio stood on the date at the top, not a live feed. It refreshes when the studio closes a working session.
- Positions change. What was held on the snapshot date may not be held now.
About this page
Shoreline is a personal portfolio-management platform built and operated by DriftWorks for its founder's own account. This page is published for educational and illustrative purposes, to show what the studio builds. It is not investment advice, not a recommendation to buy or sell any security, and not an offer or solicitation of any kind. Nothing here should be relied on to make an investment decision.
The holdings shown reflect a single personal account as of the date noted, are presented by weight only, and may have changed since. Past performance and current allocation are not indicative of future results. DriftWorks does not manage money for others, does not provide investment advisory services, and is not a registered investment adviser or broker-dealer.