| VOO | Vanguard S&P 500 ETF | 15 | 114.29% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 7 | 133.33% | |
| QQQM | Invesco NASDAQ 100 ETF | 6 | 500.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 6 | 200.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 4 | 300.00% | |
| SPCX | SPAC and New Issue ETF | 4 | 0.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | 100.00% | |
| MU | Micron Technology Inc | 3 | 200.00% | |
| NVDA | NVIDIA Corporation | 3 | 0.00% | |
| QQQ | Invesco QQQ Trust | 3 | -25.00% | |
| SOFI | SoFi Technologies Inc. | 2 | 0.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 2 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 2 | 0.00% | |
| MSFT | Microsoft Corporation | 2 | 0.00% | |
| NFLX | Netflix Inc | 2 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 2 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 2 | 0.00% | |
| AMZN | Amazon.com Inc | 2 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 1 | 0.00% | |
| MSTR | MicroStrategy Incorporated | 1 | 0.00% | |
| LAC | Lithium Americas Corp | 1 | 0.00% | |
| TER | Teradyne Inc | 1 | 0.00% | |
| AB | AllianceBernstein Holding L.P. | 1 | 0.00% | |
| QLD | ProShares Ultra QQQ | 1 | 0.00% | |
| MPC | Marathon Petroleum Corp | 1 | 0.00% | |
| GARP | iShares MSCI USA Quality GARP ETF | 1 | 0.00% | |
| HBM | Hudbay Minerals Inc. | 1 | 0.00% | |
| IP | International Paper | 1 | 0.00% | |
| IBM | International Business Machines | 1 | -50.00% | |
| MAGA | Point Bridge GOP Stock Tracker ETF | 1 | 0.00% | |
| WB | Weibo Corp | 1 | 0.00% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 1 | 0.00% | |
| AGI | Alamos Gold Inc | 1 | 0.00% | |
| CRM | Salesforce.com Inc | 1 | 0.00% | |
| CAPEX | Eaton Vance Capital Exchange Fund | 1 | 0.00% | |
| RF | Regions Financial Corporation | 1 | 0.00% | |
| ASX | ASE Industrial Holding Co Ltd ADR | 1 | 0.00% | |
| ESG | FlexShares STOXX US ESG Select Index Fund | 1 | 0.00% | |
| WBD | Warner Bros Discovery Inc | 1 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 1 | 0.00% | |
| SPYG | SPDR® Portfolio S&P 500 Growth ETF | 1 | 0.00% | |
| SNDK | Sandisk Corp | 1 | 0.00% | |
| QQQI | NEOS Nasdaq 100 High Income ETF | 1 | 0.00% | |
| ETH | Grayscale Ethereum Mini Trust (ETH) | 1 | 0.00% | |
| BHP | BHP Group Limited | 1 | 0.00% | |
| GLP | Global Partners LP | 1 | 0.00% | |
| NBIS | Nebius Group N.V. | 1 | 0.00% | |
| STX | Seagate Technology PLC | 1 | 0.00% | |
| GEV | GE Vernova LLC | 1 | -50.00% | |
| SOXX | iShares Semiconductor ETF | 1 | 0.00% | |
| HOOD | Robinhood Markets Inc | 1 | 0.00% | |
| FRT | Federal Realty Investment Trust | 1 | 0.00% | |
| BNDW | Vanguard Total World Bond ETF | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | -50.00% | |
| FIGS | Figs Inc | 1 | 0.00% | |
| TSLA | Tesla Inc | 1 | 0.00% | |
| QCLN | First Trust NASDAQ® Clean Edge® Green Energy Index Fund | 1 | 0.00% | |
| CB | Chubb Ltd | 1 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | 0.00% | |
| VFMF | Vanguard U.S. Multifactor Fund | 1 | 0.00% | |
| KO | The Coca-Cola Company | 1 | 0.00% | |
| CAS | Simplify Exchange Traded Funds | 1 | 0.00% | |
| EMXC | iShares MSCI Emerging Markets ex China | 1 | 0.00% | |
| VLUE | iShares MSCI USA Value Factor ETF | 1 | 0.00% | |
| FI | Fiserv, Inc. | 1 | 0.00% | |