| VOO | Vanguard S&P 500 ETF | 14 | -33.33% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 8 | -42.86% | |
| AMD | Advanced Micro Devices Inc | 7 | 16.67% | |
| IVV | iShares Core S&P 500 ETF | 7 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 7 | 75.00% | |
| NVDA | NVIDIA Corporation | 7 | -56.25% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 6 | 20.00% | |
| HYSA | BondBloxx ETF Trust | 6 | -25.00% | |
| PBLAX | BLUE CHIP FUND CLASS A | 5 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 5 | -16.67% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 4 | 33.33% | |
| PLTR | Palantir Technologies Inc. Class A Common Stock | 4 | 300.00% | |
| HBM | Hudbay Minerals Inc. | 4 | 0.00% | |
| CNQ | Canadian Natural Resources Ltd | 4 | 300.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 4 | -78.95% | |
| SPY | SPDR S&P 500 ETF Trust | 4 | 0.00% | |
| ASTS | Ast Spacemobile Inc | 3 | 0.00% | |
| QQQ | Invesco QQQ Trust | 3 | -75.00% | |
| NBIS | Nebius Group N.V. | 3 | 200.00% | |
| TDF | Templeton Dragon Closed Fund | 2 | 0.00% | |
| TQQQ | ProShares UltraPro QQQ | 2 | 100.00% | |
| AAPL | Apple Inc | 2 | 0.00% | |
| SWAGX | Schwab US Aggregate Bond Index Fund | 2 | 0.00% | |
| RYCEY | Rolls Royce Holdings plc | 2 | 0.00% | |
| AGI | Alamos Gold Inc | 2 | 0.00% | |
| SLB | Schlumberger NV | 2 | 0.00% | |
| SOL | Emeren Group Ltd | 2 | 0.00% | |
| TSLA | Tesla Inc | 2 | -71.43% | |
| GLD | SPDR® Gold Shares | 2 | 0.00% | |
| IBKR | Interactive Brokers Group Inc | 2 | 100.00% | |
| CIA | Citizens Inc | 1 | 0.00% | |
| SWLGX | SCHWAB U.S. LARGE-CAP GROWTH INDEX FUND | 1 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| RMD | ResMed Inc | 1 | 0.00% | |
| AMZN | Amazon.com Inc | 1 | -50.00% | |
| SLV | iShares Silver Trust | 1 | 0.00% | |
| DD | Dupont De Nemours Inc | 1 | 0.00% | |
| USFR | WisdomTree Floating Rate Treasury Fund | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| QUBT | Quantum Computing Inc | 1 | 0.00% | |
| KULR | KULR Technology Group Inc | 1 | 0.00% | |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF Shares | 1 | 0.00% | |
| FENI | Fidelity Covington Trust | 1 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | -66.67% | |
| SCHB | Schwab U.S. Broad Market ETF | 1 | 0.00% | |
| SWISX | SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES | 1 | 0.00% | |
| CMG | Chipotle Mexican Grill Inc | 1 | 0.00% | |
| NLR | VanEck Uranium+Nuclear Energy ETF | 1 | 0.00% | |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | 1 | 0.00% | |
| EFT | Eaton Vance Floating Rate Income Closed Fund | 1 | 0.00% | |
| WGMI | Valkyrie Bitcoin Miners ETF | 1 | 0.00% | |
| XAIX | Xtrackers Artificial Intelligence and Big Data ETF | 1 | 0.00% | |
| JPM | JPMorgan Chase & Co | 1 | 0.00% | |
| NKE | Nike Inc | 1 | 0.00% | |
| MSFT | Microsoft Corporation | 1 | 0.00% | |
| TDY | Teledyne Technologies Incorporated | 1 | 0.00% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 1 | -75.00% | |
| BIL | SPDR® Bloomberg 1-3 Month T-Bill ETF | 1 | 0.00% | |
| WMT | Walmart Inc | 1 | 0.00% | |
| UG | United-Guardian Inc | 1 | 0.00% | |
| ASM | Avino Silver & Gold Mines Ltd | 1 | 0.00% | |
| GME | GameStop Corp | 1 | 0.00% | |
| ASML | ASML Holding NV ADR | 1 | 0.00% | |
| SWRSX | SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND | 1 | 0.00% | |
| AMC | AMC Entertainment Holdings Inc | 1 | 0.00% | |
| USPS | Ultimate Sports Inc | 1 | 0.00% | |
| UAE | iShares MSCI UAE ETF | 1 | 0.00% | |
| IEFA | iShares Core MSCI EAFE ETF | 1 | 0.00% | |
| ETH | Grayscale Ethereum Mini Trust (ETH) | 1 | 0.00% | |
| SWMCX | SCHWAB U.S. MID-CAP INDEX FUND | 1 | 0.00% | |
| IGLD | FT Cboe Vest Gold Target Income ETF | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | 0.00% | |
| BIPC | Brookfield Infrastructure Corp | 1 | 0.00% | |
| PWR | Quanta Services Inc | 1 | 0.00% | |
| CBRL | Cracker Barrel Old Country Store | 1 | 0.00% | |
| SBC | SBC Communications Inc. | 1 | 0.00% | |
| IE | Ivanhoe Electric Inc. | 1 | -50.00% | |
| SCHE | Schwab Emerging Markets Equity ETF | 1 | 0.00% | |
| SFENX | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND INSTITUTIONAL SHARES | 1 | 0.00% | |
| SOFI | SoFi Technologies Inc. | 1 | 0.00% | |
| WBD | Warner Bros Discovery Inc | 1 | 0.00% | |
| PHO | Invesco Water Resources ETF | 1 | 0.00% | |
| OSS | One Stop Systems Inc | 1 | 0.00% | |
| EW | Edwards Lifesciences Corp | 1 | 0.00% | |
| GEV | GE Vernova LLC | 1 | 0.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 1 | -50.00% | |
| TAX | Cambria Tax Aware ETF | 1 | 0.00% | |
| HODL | VanEck Bitcoin Trust | 1 | 0.00% | |
| APA | APA Corporation | 1 | 0.00% | |
| AES | The AES Corporation | 1 | 0.00% | |
| SWSSX | SCHWAB SMALL-CAP INDEX FUND SELECT SHARES | 1 | 0.00% | |
| UNIT | Uniti Group Inc | 1 | 0.00% | |
| INDEX | S&P 500 EQUAL WEIGHT NO LOAD SHARES | 1 | 0.00% | |
| MSTR | MicroStrategy Incorporated | 1 | -50.00% | |
| REIT | ALPS Active REIT ETF | 1 | 0.00% | |
| RDDT | Reddit, Inc. | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | -66.67% | |
| DJT | Trump Media & Technology Group Corp. | 1 | 0.00% | |
| DM | Desktop Metal Inc | 1 | -66.67% | |
| GSST | Goldman Sachs Access Ultra Short Bond ETF | 1 | 0.00% | |