| VOO | Vanguard S&P 500 ETF | 17 | 13.33% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 17 | 112.50% | |
| QQQ | Invesco QQQ Trust | 9 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 8 | 300.00% | |
| AVGO | Broadcom Inc | 5 | 400.00% | |
| SPCX | SPAC and New Issue ETF | 5 | 400.00% | |
| NVDA | NVIDIA Corporation | 4 | 0.00% | |
| TSLA | Tesla Inc | 4 | 0.00% | |
| MSFT | Microsoft Corporation | 3 | 50.00% | |
| AAPL | Apple Inc | 3 | 200.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 3 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 3 | -25.00% | |
| DD | Dupont De Nemours Inc | 3 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 3 | -50.00% | |
| SPCE | Virgin Galactic Holdings Inc | 3 | -25.00% | |
| MU | Micron Technology Inc | 2 | 0.00% | |
| CRSP | Crispr Therapeutics AG | 2 | 0.00% | |
| VC | Visteon Corp | 2 | 0.00% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2 | 0.00% | |
| SPY | SPDR S&P 500 ETF Trust | 2 | -71.43% | |
| DUK | Duke Energy Corporation | 2 | 0.00% | |
| NOK | Nokia Corp ADR | 2 | 0.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 2 | 0.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 2 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 2 | 100.00% | |
| DFUS | Dimensional U.S. Equity ETF | 2 | -33.33% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 2 | -60.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 2 | 0.00% | |
| MA | Mastercard Inc | 2 | 100.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 2 | -92.86% | |
| III | Information Services Group Inc | 1 | 0.00% | |
| TQQQ | ProShares UltraPro QQQ | 1 | 0.00% | |
| ES | Eversource Energy | 1 | 0.00% | |
| SPTM | SPDR® Portfolio S&P 1500 Composite Stock Market ETF | 1 | 0.00% | |
| KW | Kennedy-Wilson Holdings Inc | 1 | 0.00% | |
| NEE | Nextera Energy Inc | 1 | 0.00% | |
| AVDV | Avantis® International Small Cap Value ETF | 1 | 0.00% | |
| ATHS | Athene Holding Ltd. 7.250% Fixed | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| EQR | Equity Residential | 1 | 0.00% | |
| DON | WisdomTree U.S. MidCap Dividend Fund | 1 | 0.00% | |
| AVUS | Avantis® U.S. Equity ETF | 1 | 0.00% | |
| FCX | Freeport-McMoran Copper & Gold Inc | 1 | 0.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 1 | 0.00% | |
| IE | Ivanhoe Electric Inc. | 1 | 0.00% | |
| RDDT | Reddit, Inc. | 1 | 0.00% | |
| SU | Suncor Energy Inc | 1 | 0.00% | |
| MRVL | Marvell Technology Group Ltd | 1 | 0.00% | |
| TMC | TMC the metals company Inc | 1 | 0.00% | |
| AVAV | AeroVironment Inc | 1 | 0.00% | |
| MSTR | MicroStrategy Incorporated | 1 | -50.00% | |
| RAFI | Regency Affiliates Inc | 1 | 0.00% | |
| ARR | ARMOUR Residential REIT Inc | 1 | 0.00% | |
| FCNTX | Fidelity Contrafund | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| IBM | International Business Machines | 1 | -75.00% | |
| GEV | GE Vernova LLC | 1 | 0.00% | |
| BTI | British American Tobacco p.l.c. | 1 | 0.00% | |
| INTC | Intel Corporation | 1 | 0.00% | |
| DM | Desktop Metal Inc | 1 | 0.00% | |
| BWXT | BWX Technologies Inc | 1 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 1 | -66.67% | |
| PAY | Paymentus Holdings Inc | 1 | 0.00% | |
| EL | Estee Lauder Companies Inc | 1 | 0.00% | |
| DE | Deere & Company | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | 0.00% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 1 | 0.00% | |
| YEAR | AB Ultra Short Income ETF | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | 0.00% | |
| ASTS | Ast Spacemobile Inc | 1 | -66.67% | |
| CA | Xtrackers California Municipal Bonds ETF | 1 | 0.00% | |
| FR | First Industrial Realty Trust Inc | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | -50.00% | |
| EW | Edwards Lifesciences Corp | 1 | -50.00% | |
| KTOS | Kratos Defense & Security Solutions | 1 | 0.00% | |
| AMPX | Amprius Technologies Inc. | 1 | 0.00% | |
| LASR | nLIGHT Inc | 1 | 0.00% | |
| HOOD | Robinhood Markets Inc | 1 | 0.00% | |
| DC | Dakota Gold Corp. | 1 | 0.00% | |
| SPYM | Tradr 2X Long SPY Monthly ETF | 1 | 0.00% | |
| ASML | ASML Holding NV ADR | 1 | 0.00% | |
| NVO | Novo Nordisk A/S | 1 | 0.00% | |
| WWII | World of Wireless International Telecom Inc | 1 | -50.00% | |
| FV | First Trust Dorsey Wright Focus 5 ETF | 1 | 0.00% | |
| JL | J-Long Group Limited Ordinary Shares | 1 | 0.00% | |
| OC | Owens Corning Inc | 1 | 0.00% | |
| AESI | Atlas Energy Solutions Inc. | 1 | 0.00% | |
| DRS | Leonardo DRS, Inc. Common Stock | 1 | 0.00% | |
| XLU | Utilities Select Sector SPDR® Fund | 1 | 0.00% | |
| COST | Costco Wholesale Corp | 1 | 0.00% | |
| BOE | BlackRock Global Opportunities Equity Trust | 1 | 0.00% | |
| OS | OneStream, Inc. Class A Common Stock | 1 | 0.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 1 | 0.00% | |
| DJIA | Global X Dow 30 Covered Call ETF | 1 | 0.00% | |
| ARM | Arm Holdings plc American Depositary Shares | 1 | 0.00% | |
| MAZE | Maze Therapeutics, Inc. Common Stock | 1 | 0.00% | |
| RWL | Invesco S&P 500 Revenue ETF | 1 | 0.00% | |
| FCF | First Commonwealth Financial | 1 | 0.00% | |
| API | Agora Inc | 1 | 0.00% | |
| WS | Worthington Steel Inc | 1 | 0.00% | |