| VOO | Vanguard S&P 500 ETF | 10 | 400.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 4 | -20.00% | |
| REIT | ALPS Active REIT ETF | 4 | 300.00% | |
| SPY | SPDR S&P 500 ETF Trust | 4 | 33.33% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 3 | 50.00% | |
| TIPS | Tianrong Internet Products and Services Inc | 3 | 0.00% | |
| GIS | General Mills Inc | 3 | 0.00% | |
| AC | Associated Capital Group Inc | 2 | 0.00% | |
| NVDA | NVIDIA Corporation | 2 | -33.33% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 2 | 100.00% | |
| KHC | Kraft Heinz Co | 2 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 2 | -33.33% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 2 | 100.00% | |
| FT | Franklin Universal Closed Fund | 1 | 0.00% | |
| LMT | Lockheed Martin Corporation | 1 | -66.67% | |
| IVV | iShares Core S&P 500 ETF | 1 | 0.00% | |
| HIMS | Hims Hers Health Inc | 1 | 0.00% | |
| SLV | iShares Silver Trust | 1 | 0.00% | |
| BTDR | Bitdeer Technologies Group Class A Ordinary Shares | 1 | 0.00% | |
| VTWAX | Vanguard Total World Stock Index Fund | 1 | 0.00% | |
| APLD | Applied Digital Corporation | 1 | 0.00% | |
| NOC | Northrop Grumman Corporation | 1 | 0.00% | |
| FSELX | Fidelity Select Semiconductors Portfolio | 1 | 0.00% | |
| VBTLX | Vanguard Total Bond Market Index Fund Admiral Shares | 1 | 0.00% | |
| SPXL | Direxion Daily S&P500® Bull 3X Shares | 1 | 0.00% | |
| DX | Dynex Capital Inc | 1 | 0.00% | |
| DPZ | Domino's Pizza Inc Common Stock | 1 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 1 | 0.00% | |
| FCNTX | Fidelity Contrafund | 1 | 0.00% | |
| TSM | Taiwan Semiconductor Manufacturing | 1 | 0.00% | |
| NVO | Novo Nordisk A/S | 1 | 0.00% | |
| QQQ | Invesco QQQ Trust | 1 | -66.67% | |
| NKE | Nike Inc | 1 | -66.67% | |
| IBIT | iShares Bitcoin Trust | 1 | 0.00% | |
| WTI | W&T Offshore Inc | 1 | -66.67% | |
| GLP | Global Partners LP | 1 | 0.00% | |
| RDDT | Reddit, Inc. | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | -50.00% | |
| TFSA | Terra Income Fund 6, LLC 7.00% | 1 | 0.00% | |
| VWO | Vanguard FTSE Emerging Markets Index Fund ETF Shares | 1 | 0.00% | |
| DRIP | Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares | 1 | 0.00% | |
| VUSXX | Vanguard Treasury Money Market Fund | 1 | 0.00% | |
| WW | WW International Inc | 1 | 0.00% | |
| UK | Ucommune International Ltd | 1 | 0.00% | |
| DM | Desktop Metal Inc | 1 | 0.00% | |
| CME | CME Group Inc | 1 | 0.00% | |
| CA | Xtrackers California Municipal Bonds ETF | 1 | 0.00% | |
| IREN | Iris Energy Ltd | 1 | 0.00% | |
| PC | Premium Catering (Holdings) Limited | 1 | 0.00% | |
| RMD | ResMed Inc | 1 | 0.00% | |
| SMTOY | Sumitomo Electric Industries Ltd ADR | 1 | 0.00% | |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF Shares | 1 | 0.00% | |
| GSK | GlaxoSmithKline PLC ADR | 1 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 1 | 0.00% | |
| NG | NovaGold Resources Inc | 1 | 0.00% | |
| PB | Prosperity Bancshares Inc | 1 | 0.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 1 | -50.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| HY | Hyster-Yale Materials Handling Inc | 1 | 0.00% | |
| JL | J-Long Group Limited Ordinary Shares | 1 | 0.00% | |
| RSP | Invesco S&P 500® Equal Weight ETF | 1 | 0.00% | |
| GLD | SPDR® Gold Shares | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | 0.00% | |