| VOO | Vanguard S&P 500 ETF | 29 | 93.33% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 20 | 81.82% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 17 | 142.86% | |
| QQQ | Invesco QQQ Trust | 9 | -18.18% | |
| SPY | SPDR S&P 500 ETF Trust | 6 | 50.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 4 | 100.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | -33.33% | |
| TQQQ | ProShares UltraPro QQQ | 4 | 300.00% | |
| API | Agora Inc | 3 | 200.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 3 | -40.00% | |
| GLD | SPDR® Gold Shares | 3 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 3 | -40.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 3 | 50.00% | |
| SPCX | SPAC and New Issue ETF | 3 | 0.00% | |
| CA | Xtrackers California Municipal Bonds ETF | 3 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 3 | 0.00% | |
| AVGO | Broadcom Inc | 3 | -25.00% | |
| MSCI | MSCI Inc | 2 | 0.00% | |
| SPCE | Virgin Galactic Holdings Inc | 2 | 0.00% | |
| ARKK | ARK Innovation ETF | 2 | 0.00% | |
| MA | Mastercard Inc | 2 | 100.00% | |
| SPYM | Tradr 2X Long SPY Monthly ETF | 2 | 0.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 2 | 0.00% | |
| PHYS | Sprott Physical Gold Trust | 2 | 0.00% | |
| ARM | Arm Holdings plc American Depositary Shares | 2 | 0.00% | |
| GLDM | SPDR Gold MiniShares | 2 | 0.00% | |
| DFUS | Dimensional U.S. Equity ETF | 2 | 100.00% | |
| IGLD | FT Cboe Vest Gold Target Income ETF | 2 | 0.00% | |
| AAPL | Apple Inc | 2 | 0.00% | |
| TSLA | Tesla Inc | 2 | -60.00% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 2 | 0.00% | |
| CRSP | Crispr Therapeutics AG | 2 | 0.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 2 | 100.00% | |
| NLCAX | VOYA LARGE-CAP GROWTH FUND CLASS A | 1 | 0.00% | |
| GME | GameStop Corp | 1 | 0.00% | |
| IAUM | iShares® Gold Trust Micro | 1 | 0.00% | |
| VIG | Vanguard Dividend Appreciation Index Fund ETF Shares | 1 | 0.00% | |
| UK | Ucommune International Ltd | 1 | 0.00% | |
| WS | Worthington Steel Inc | 1 | 0.00% | |
| FSM | Fortuna Silver Mines Inc | 1 | 0.00% | |
| SPXL | Direxion Daily S&P500® Bull 3X Shares | 1 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 1 | -83.33% | |
| PSIL | AdvisorShares Psychedelics ETF | 1 | 0.00% | |
| HRL | Hormel Foods Corporation | 1 | 0.00% | |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF Shares | 1 | 0.00% | |
| MU | Micron Technology Inc | 1 | -66.67% | |
| SFY | SoFi Select 500 | 1 | 0.00% | |
| GRNY | Tidal Trust III | 1 | 0.00% | |
| SE | Sea Ltd | 1 | 0.00% | |
| VEA | Vanguard FTSE Developed Markets Index Fund ETF Shares | 1 | 0.00% | |
| SGOL | abrdn Physical Gold Shares ETF | 1 | 0.00% | |
| DC | Dakota Gold Corp. | 1 | 0.00% | |
| SCHP | Schwab U.S. TIPS ETF | 1 | 0.00% | |
| BAC | Bank of America Corp | 1 | 0.00% | |
| ARKQ | ARK Autonomous Technology & Robotics ETF | 1 | 0.00% | |
| JZ | Jianzhi Education Technology Group Company Limited American Depositary Shares | 1 | 0.00% | |
| ASML | ASML Holding NV ADR | 1 | 0.00% | |
| WFC | Wells Fargo & Company | 1 | 0.00% | |
| DELL | Dell Technologies Inc | 1 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 1 | -50.00% | |
| IP | International Paper | 1 | 0.00% | |
| DFIC | Dimensional International Core Equity 2 ETF | 1 | 0.00% | |
| ESG | FlexShares STOXX US ESG Select Index Fund | 1 | 0.00% | |
| NIM | Nuveen Select Maturities Municipal Fund | 1 | 0.00% | |
| VFIAX | VANGUARD 500 INDEX FUND ADMIRAL SHARES | 1 | 0.00% | |
| OS | OneStream, Inc. Class A Common Stock | 1 | 0.00% | |
| DD | Dupont De Nemours Inc | 1 | -50.00% | |
| FI | Fiserv, Inc. | 1 | 0.00% | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 1 | 0.00% | |
| USFR | WisdomTree Floating Rate Treasury Fund | 1 | 0.00% | |
| AVLV | American Century ETF Trust - Avantis U.S. Large Cap Value ETF | 1 | 0.00% | |
| IEDAX | VOYA LARGE CAP VALUE FUND CLASS A | 1 | 0.00% | |
| USB | U.S. Bancorp | 1 | 0.00% | |
| OC | Owens Corning Inc | 1 | 0.00% | |
| AGM | Federal Agricultural Mortgage | 1 | 0.00% | |
| FGMC | FG Merger II Corp. Common stock | 1 | 0.00% | |
| WWII | World of Wireless International Telecom Inc | 1 | -50.00% | |
| HBM | Hudbay Minerals Inc. | 1 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| AESI | Atlas Energy Solutions Inc. | 1 | 0.00% | |
| PIMIX | PIMCO INCOME FUND INSTITUTIONAL | 1 | 0.00% | |
| JAAA | Janus Detroit Street Trust - Janus Henderson AAA CLO ETF | 1 | 0.00% | |
| SNSXX | The Charles Schwab Family of Funds - Schwab U.S. Treasury Money Fund | 1 | 0.00% | |
| GEV | GE Vernova LLC | 1 | 0.00% | |
| DEXC | Dimensional ETF Trust | 1 | 0.00% | |
| DM | Desktop Metal Inc | 1 | 0.00% | |
| FSAGX | GOLD PORTFOLIO GOLD PORTFOLIO | 1 | 0.00% | |
| IBM | International Business Machines | 1 | 0.00% | |
| BBC | Virtus LifeSci Biotech Clinical Trials ETF | 1 | 0.00% | |
| DMA | Destra Multi-Alternative Fund | 1 | 0.00% | |
| AVUV | Avantis® U.S. Small Cap Value ETF | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | -50.00% | |
| FXAIX | Fidelity 500 Index Fund | 1 | 0.00% | |
| GDX | VanEck Gold Miners ETF | 1 | 0.00% | |
| EL | Estee Lauder Companies Inc | 1 | 0.00% | |
| FNILX | FIDELITY ZERO LARGE CAP INDEX FUND | 1 | 0.00% | |
| BWXT | BWX Technologies Inc | 1 | 0.00% | |
| SN | SharkNinja, Inc. | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| AVUS | Avantis® U.S. Equity ETF | 1 | 0.00% | |