| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 5 | 25.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 4 | -20.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 4 | -63.64% | |
| VOO | Vanguard S&P 500 ETF | 4 | -63.64% | |
| ACA | Arcosa Inc | 3 | 0.00% | |
| QQQ | Invesco QQQ Trust | 3 | -40.00% | |
| VHT | Vanguard Health Care Index Fund ETF Shares | 3 | 0.00% | |
| XLV | Health Care Select Sector SPDR® Fund | 3 | 0.00% | |
| CD | Chaince Digital Holdings Inc. | 2 | 100.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 2 | 100.00% | |
| ROC | Rank One Computing Corporation Common stock | 2 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 2 | -71.43% | |
| IREN | IREN Ltd | 2 | 100.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 2 | 0.00% | |
| PW | Power REIT | 1 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| JPM | JPMorgan Chase & Co | 1 | 0.00% | |
| PG | Procter & Gamble Company | 1 | 0.00% | |
| ASTS | Ast Spacemobile Inc | 1 | 0.00% | |
| UNP | Union Pacific Corporation | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| CNI | Canadian National Railway Company | 1 | 0.00% | |
| RDDT | Reddit, Inc. | 1 | 0.00% | |
| PPT | Putnam Premier Income Trust | 1 | 0.00% | |
| MLCC | Global X Funds - Global X MLCC & Electronic Components ETF | 1 | 0.00% | |
| IG | Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF | 1 | 0.00% | |
| SPYI | SHP ETF Trust - NEOS S&P 500 High Income ETF | 1 | 0.00% | |
| ST | Sensata Technologies Holding NV | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| XLE | State Street® Energy Select Sector SPDR® ETF | 1 | 0.00% | |
| MU | Micron Technology Inc | 1 | -66.67% | |
| DRAM | Roundhill Memory ETF | 1 | 0.00% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 1 | 0.00% | |
| CLH | Clean Harbors Inc | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | -66.67% | |
| VXF | Vanguard Extended Market Index Fund ETF Shares | 1 | 0.00% | |
| SBUX | Starbucks Corporation | 1 | 0.00% | |
| SPTM | SPDR® Portfolio S&P 1500 Composite Stock Market ETF | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | 0.00% | |
| BME | BlackRock Health Sciences Trust | 1 | 0.00% | |
| SW | Smurfit WestRock plc | 1 | 0.00% | |
| FPHAX | PHARMACEUTICALS PORTFOLIO | 1 | 0.00% | |
| VC | Visteon Corp | 1 | -50.00% | |
| UK | Ucommune International Ltd | 1 | 0.00% | |
| MLP | Maui Land & Pineapple Company Inc | 1 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 1 | -66.67% | |
| NYT | New York Times Company | 1 | 0.00% | |
| AVGE | Avantis All Equity Markets ETF | 1 | 0.00% | |
| KO | The Coca-Cola Company | 1 | 0.00% | |
| DGRO | iShares Core Dividend Growth ETF | 1 | 0.00% | |
| MGK | Vanguard Mega Cap Growth Index Fund ETF Shares | 1 | 0.00% | |
| SPY | State Street® SPDR® S&P 500® ETF Trust | 1 | 0.00% | |
| IE | Ivanhoe Electric Inc. | 1 | 0.00% | |
| HQH | Tekla Healthcare Investors | 1 | 0.00% | |
| GPT | Intelligent Alpha Atlas ETF | 1 | 0.00% | |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 1 | 0.00% | |
| IP | International Paper | 1 | 0.00% | |
| SPAXX | Fidelity® Government Money Market Fund | 1 | 0.00% | |
| FZILX | FIDELITY ZERO INTERNATIONAL INDEX FUND | 1 | 0.00% | |
| PINK | Simplify Exchange Traded Funds - Simplify Health Care ETF | 1 | 0.00% | |
| FB | ProShares Trust ProShares S&P 500 Dynamic Buffer ETF | 1 | 0.00% | |
| BH | Biglari Holdings Inc | 1 | 0.00% | |
| UNH | UnitedHealth Group Incorporated | 1 | 0.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 1 | 0.00% | |
| HBM | Hudbay Minerals Inc. | 1 | 0.00% | |