| VOO | Vanguard S&P 500 ETF | 8 | 100.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 5 | 66.67% | |
| SPY | SPDR S&P 500 ETF Trust | 4 | 100.00% | |
| REIT | ALPS Active REIT ETF | 4 | 300.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | 300.00% | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | 3 | 0.00% | |
| TIPS | Tianrong Internet Products and Services Inc | 3 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 2 | 100.00% | |
| RSP | Invesco S&P 500® Equal Weight ETF | 2 | 0.00% | |
| UK | Ucommune International Ltd | 2 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 2 | 100.00% | |
| AC | Associated Capital Group Inc | 2 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 2 | 0.00% | |
| NVDA | NVIDIA Corporation | 1 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| BTDR | Bitdeer Technologies Group Class A Ordinary Shares | 1 | 0.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 1 | -50.00% | |
| VTCLX | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND ADMIRAL SHARES | 1 | 0.00% | |
| GSK | GlaxoSmithKline PLC ADR | 1 | 0.00% | |
| NG | NovaGold Resources Inc | 1 | 0.00% | |
| PB | Prosperity Bancshares Inc | 1 | 0.00% | |
| SD | SandRidge Energy Inc | 1 | 0.00% | |
| GLD | SPDR® Gold Shares | 1 | 0.00% | |
| JL | J-Long Group Limited Ordinary Shares | 1 | 0.00% | |
| HY | Hyster-Yale Materials Handling Inc | 1 | 0.00% | |
| DRIP | Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares | 1 | 0.00% | |
| DM | Desktop Metal Inc | 1 | 0.00% | |
| TFSA | Terra Income Fund 6, LLC 7.00% | 1 | 0.00% | |
| VIG | Vanguard Dividend Appreciation Index Fund ETF Shares | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | 0.00% | |
| RDDT | Reddit, Inc. | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | -50.00% | |
| HYS | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | 1 | 0.00% | |
| GLP | Global Partners LP | 1 | 0.00% | |
| SMTOY | Sumitomo Electric Industries Ltd ADR | 1 | 0.00% | |
| FA | First Advantage Corp | 1 | 0.00% | |
| CA | Xtrackers California Municipal Bonds ETF | 1 | 0.00% | |
| IREN | Iris Energy Ltd | 1 | 0.00% | |
| AMZN | Amazon.com Inc | 1 | 0.00% | |
| WWII | World of Wireless International Telecom Inc | 1 | 0.00% | |
| FGRIX | FIDELITY GROWTH & INCOME PORTFOLIO FIDELITY GROWTH & INCOME PORTFOLIO | 1 | 0.00% | |
| CME | CME Group Inc | 1 | 0.00% | |
| VMFXX | Vanguard Federal Money Market Fund Investor Shares | 1 | 0.00% | |
| AIXI | XIAO-I Corporation American Depositary Shares | 1 | 0.00% | |
| QQQ | Invesco QQQ Trust | 1 | -66.67% | |
| IBIT | iShares Bitcoin Trust | 1 | 0.00% | |
| VTWO | Vanguard Russell 2000 Index Fund ETF Shares | 1 | 0.00% | |
| SEPP | PGIM US Large-Cap Buffer 12 ETF - September | 1 | 0.00% | |
| LMT | Lockheed Martin Corporation | 1 | -50.00% | |
| GNS | Genius Group Ltd | 1 | 0.00% | |
| SHOP | Shopify Inc | 1 | 0.00% | |
| DX | Dynex Capital Inc | 1 | 0.00% | |
| APLD | Applied Digital Corporation | 1 | 0.00% | |
| NOC | Northrop Grumman Corporation | 1 | 0.00% | |
| SPR | Spirit Aerosystems Holdings Inc | 1 | 0.00% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 1 | 0.00% | |
| SLV | iShares Silver Trust | 1 | 0.00% | |