| VOO | Vanguard S&P 500 ETF | 9 | -10.00% | |
| NVDA | NVIDIA Corporation | 9 | 50.00% | |
| PMI | Picard Medical, Inc. | 8 | 0.00% | |
| QQQ | Invesco QQQ Trust | 7 | -30.00% | |
| SMH | VanEck Semiconductor ETF | 6 | 0.00% | |
| REIT | ALPS Active REIT ETF | 5 | 0.00% | |
| ARCC | Ares Capital Corporation | 4 | 300.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 4 | 0.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 4 | 33.33% | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 3 | 200.00% | |
| SPYI | SHP ETF Trust - NEOS S&P 500 High Income ETF | 3 | 0.00% | |
| MAIN | Main Street Capital Corporation | 3 | 0.00% | |
| BDC | Belden Inc | 3 | 50.00% | |
| CD | Chaince Digital Holdings Inc. | 3 | 0.00% | |
| ACWI | iShares MSCI ACWI ETF | 2 | 0.00% | |
| SPY | State Street® SPDR® S&P 500® ETF Trust | 2 | 0.00% | |
| HTGC | Hercules Capital, Inc. | 2 | 0.00% | |
| HYSA | Bondbloxx USD High Yield Bond Sector Rotation ETF | 2 | 0.00% | |
| MU | Micron Technology Inc | 2 | 0.00% | |
| AVGO | Broadcom Inc | 2 | 0.00% | |
| TRIN | Trinity Capital Inc. | 2 | 0.00% | |
| MSFT | Microsoft Corporation | 2 | 0.00% | |
| AAPL | Apple Inc. | 2 | 100.00% | |
| CSWC | Capital Southwest Corporation | 2 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 2 | 0.00% | |
| AMZN | Amazon.com Inc | 2 | 0.00% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 1 | 0.00% | |
| NAC | Nuveen California Dividend Advantage Muni Fund | 1 | 0.00% | |
| TQQQ | ProShares UltraPro QQQ | 1 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | 0.00% | |
| SOXX | iShares Semiconductor ETF | 1 | 0.00% | |
| HR | Healthcare Realty Trust Incorporated | 1 | 0.00% | |
| TSLA | Tesla Inc | 1 | 0.00% | |
| IVV | iShares Core S&P 500 ETF | 1 | 0.00% | |
| FTFQX | Franklin California Tax-Free Income Fund Cl A | 1 | 0.00% | |
| ASML | ASML Holding N.V. New York Registry Shares | 1 | -75.00% | |
| IBKR | Interactive Brokers Group Inc | 1 | 0.00% | |
| WTF | Waton Financial Limited Ordinary Shares | 1 | 0.00% | |
| USFR | WisdomTree Floating Rate Treasury Fund | 1 | 0.00% | |
| SPYM | State Street® SPDR® Portfolio S&P 500® ETF | 1 | 0.00% | |
| CMF | iShares California Muni Bond ETF | 1 | 0.00% | |
| KGLD | Kurv Gold Enhanced Income ETF | 1 | 0.00% | |
| FB | ProShares Trust ProShares S&P 500 Dynamic Buffer ETF | 1 | 0.00% | |
| IJH | iShares Core S&P Mid-Cap ETF | 1 | 0.00% | |
| IJR | iShares Core S&P Small-Cap ETF | 1 | 0.00% | |
| AVUV | Avantis® U.S. Small Cap Value ETF | 1 | 0.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 1 | -75.00% | |
| BIZD | VanEck BDC Income ETF | 1 | 0.00% | |
| NLST | Netlist Inc | 1 | 0.00% | |
| SPCX | Space Exploration Technologies Corp. Class A Common Stock | 1 | 0.00% | |
| TIPS | Tianrong Internet Products and Services Inc | 1 | -50.00% | |
| VC | Visteon Corp | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| MSTR | MicroStrategy Incorporated | 1 | 0.00% | |
| SOXQ | Invesco PHLX Semiconductor ETF | 1 | 0.00% | |
| AMD | Advanced Micro Devices Inc | 1 | 0.00% | |
| EMO | ClearBridge Energy MLP Opportunity Closed Fund | 1 | 0.00% | |
| NA | Nano Labs Ltd | 1 | 0.00% | |
| PWZ | Invesco California AMT-Free Municipal Bond ETF | 1 | 0.00% | |
| MCD | McDonald’s Corporation | 1 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| VUSXX | Vanguard Treasury Money Market Fund | 1 | 0.00% | |
| JPM | JPMorgan Chase & Co | 1 | 0.00% | |
| AKA | AKA Brands Holding Corp | 1 | 0.00% | |
| BOTT | Themes Robotics & Automation ETF | 1 | 0.00% | |
| DD | Dupont De Nemours Inc | 1 | 0.00% | |
| EUV | Corgi Lithography & Semiconductor Photonics ETF | 1 | 0.00% | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 1 | 0.00% | |
| UTG | Reaves Utility IF | 1 | 0.00% | |
| EU | enCore Energy Corp. Common Shares | 1 | 0.00% | |
| ASTS | Ast Spacemobile Inc | 1 | -83.33% | |
| UTF | Cohen and Steers Infrastructure Closed Fund | 1 | 0.00% | |
| BNDW | Vanguard Total World Bond ETF | 1 | 0.00% | |
| FA | First Advantage Corp | 1 | 0.00% | |
| IWMI | NEOS Russell 2000 High Income ETF | 1 | 0.00% | |
| ARTY | iShares Future AI & Tech ETF | 1 | 0.00% | |
| VZ | Verizon Communications Inc | 1 | -50.00% | |