| VOO | Vanguard S&P 500 ETF | 14 | -56.25% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 14 | 366.67% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 13 | -61.76% | |
| TSM | Taiwan Semiconductor Manufacturing | 8 | 0.00% | |
| IBKR | Interactive Brokers Group Inc | 6 | 500.00% | |
| HNW | Pioneer Diversified High IT | 5 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 5 | 25.00% | |
| MSFT | Microsoft Corporation | 4 | 300.00% | |
| GOOG | Alphabet Inc Class C | 4 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 4 | 33.33% | |
| SPY | SPDR S&P 500 ETF Trust | 4 | -42.86% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 4 | -63.64% | |
| JPM | JPMorgan Chase & Co | 3 | -25.00% | |
| QQQ | Invesco QQQ Trust | 3 | -25.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 3 | 200.00% | |
| DD | Dupont De Nemours Inc | 3 | 200.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 3 | -80.00% | |
| HYSA | BondBloxx ETF Trust | 3 | -25.00% | |
| SDCCQ | SmileDirectClub Inc. | 2 | 0.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 2 | 0.00% | |
| NKE | Nike Inc | 2 | 0.00% | |
| ASTS | Ast Spacemobile Inc | 2 | -33.33% | |
| NVDA | NVIDIA Corporation | 2 | -60.00% | |
| TFSA | Terra Income Fund 6, LLC 7.00% | 2 | 100.00% | |
| TMC | TMC the metals company Inc | 2 | 0.00% | |
| TSLA | Tesla Inc | 2 | -33.33% | |
| PI | Impinj Inc | 1 | 0.00% | |
| CRWD | Crowdstrike Holdings Inc | 1 | 0.00% | |
| TFLO | iShares Treasury Floating Rate Bond ETF | 1 | 0.00% | |
| BIL | SPDR® Bloomberg 1-3 Month T-Bill ETF | 1 | 0.00% | |
| FTFY | Fit After Fifty Inc | 1 | 0.00% | |
| VUSB | Vanguard Ultra-Short Bond ETF Shares | 1 | 0.00% | |
| AAA | Listed Funds Trust - AAF First Priority CLO Bond ETF | 1 | 0.00% | |
| INTC | Intel Corporation | 1 | 0.00% | |
| ORCL | Oracle Corporation | 1 | -80.00% | |
| IBM | International Business Machines | 1 | -66.67% | |
| ETH | Grayscale Ethereum Mini Trust (ETH) | 1 | 0.00% | |
| RXRX | Recursion Pharmaceuticals Inc | 1 | 0.00% | |
| AGI | Alamos Gold Inc | 1 | 0.00% | |
| COM | Direxion Auspice Broad Commodity Strategy ETF | 1 | 0.00% | |
| HR | Healthcare Realty Trust Incorporated | 1 | 0.00% | |
| GME | GameStop Corp | 1 | 0.00% | |
| ASML | ASML Holding NV ADR | 1 | 0.00% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 1 | 0.00% | |
| LLY | Eli Lilly and Company | 1 | 0.00% | |
| IP | International Paper | 1 | 0.00% | |
| ADV | Advantage Solutions Inc | 1 | 0.00% | |
| XME | SPDR® S&P Metals and Mining ETF | 1 | 0.00% | |
| FTC | First Trust Large Cap Growth AlphaDEX® Fund | 1 | 0.00% | |
| AMZN | Amazon.com Inc | 1 | 0.00% | |
| PLTR | Palantir Technologies Inc. Class A Common Stock | 1 | 0.00% | |
| GLP | Global Partners LP | 1 | 0.00% | |
| SG | Sweetgreen Inc | 1 | 0.00% | |
| GWH | ESS Tech Inc | 1 | 0.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 1 | 0.00% | |
| BNDX | Vanguard Total International Bond Index Fund ETF Shares | 1 | 0.00% | |
| NYT | New York Times Company | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | -80.00% | |
| AAPL | Apple Inc | 1 | -66.67% | |
| GOOGL | Alphabet Inc Class A | 1 | -50.00% | |
| TBH | Brag House Holdings, Inc. Common Stock | 1 | 0.00% | |
| MU | Micron Technology Inc | 1 | 0.00% | |
| WS | Worthington Steel Inc | 1 | 0.00% | |
| KBWB | Invesco KBW Bank ETF | 1 | 0.00% | |
| USFR | WisdomTree Floating Rate Treasury Fund | 1 | 0.00% | |
| ICSH | iShares Ultra Short-Term Bond ETF | 1 | 0.00% | |
| GS | Goldman Sachs Group Inc | 1 | 0.00% | |
| DNA | Ginkgo Bioworks Holdings | 1 | 0.00% | |
| TRI | Thomson Reuters Corporation Common Shares | 1 | 0.00% | |
| BTO | John Hancock Financial Opportunities Fund | 1 | 0.00% | |
| QTUM | Defiance Quantum ETF | 1 | 0.00% | |
| LAZR | Luminar Technologies | 1 | 0.00% | |
| BHB | Bar Harbor Bankshares Inc | 1 | 0.00% | |
| JAAA | Janus Detroit Street Trust - Janus Henderson AAA CLO ETF | 1 | 0.00% | |
| UNH | UnitedHealth Group Incorporated | 1 | 0.00% | |
| ML | MoneyLion Inc | 1 | 0.00% | |
| FIX | Comfort Systems USA Inc | 1 | 0.00% | |
| UBS | UBS Group AG | 1 | 0.00% | |
| TBF | ProShares Short 20+ Year Treasury | 1 | 0.00% | |
| CRT | Cross Timbers Royalty Trust | 1 | 0.00% | |
| LUNR | Intuitive Machines Inc. | 1 | 0.00% | |
| RCI | Rogers Communications Inc | 1 | 0.00% | |
| HD | Home Depot Inc | 1 | 0.00% | |
| SHV | iShares Short Treasury Bond ETF | 1 | 0.00% | |
| CLOZ | Panagram Bbb-B Clo ETF | 1 | 0.00% | |
| UX | Roundhill Uranium ETF | 1 | 0.00% | |
| HOOD | Robinhood Markets Inc | 1 | 0.00% | |
| HCMLY | Lafargeholcim Ltd ADR | 1 | 0.00% | |
| AVGO | Broadcom Inc | 1 | 0.00% | |
| LULU | Lululemon Athletica Inc. | 1 | 0.00% | |
| GLD | SPDR® Gold Shares | 1 | -66.67% | |
| ARM | Arm Holdings plc American Depositary Shares | 1 | 0.00% | |
| SIZE | iShares MSCI USA Size Factor ETF | 1 | 0.00% | |
| JBBB | Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF | 1 | 0.00% | |
| OLED | Universal Display | 1 | 0.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 1 | 0.00% | |
| ESS | Essex Property Trust Inc | 1 | 0.00% | |
| RICK | RCI Hospitality Holdings Inc | 1 | 0.00% | |
| PULS | PGIM Ultra Short Bond | 1 | 0.00% | |
| OC | Owens Corning Inc | 1 | 0.00% | |