| VOO | Vanguard S&P 500 ETF | 13 | 18.18% | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 8 | 0.00% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 7 | 40.00% | |
| HYSA | Bondbloxx USD High Yield Bond Sector Rotation ETF | 5 | 0.00% | |
| ARM | Arm Holdings plc American Depositary Shares | 5 | 0.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 5 | 400.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 4 | 100.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 4 | 0.00% | |
| VUG | Vanguard Growth Index Fund ETF Shares | 3 | 0.00% | |
| MU | Micron Technology Inc | 3 | 200.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 3 | 200.00% | |
| HBM | Hudbay Minerals Inc. | 3 | 50.00% | |
| EU | enCore Energy Corp. Common Shares | 2 | -60.00% | |
| SMH | VanEck Semiconductor ETF | 2 | 100.00% | |
| SPY | State Street® SPDR® S&P 500® ETF Trust | 2 | 100.00% | |
| TTMI | TTM Technologies Inc | 2 | 0.00% | |
| QXO | QXO, Inc. | 2 | 0.00% | |
| QQQ | Invesco QQQ Trust | 2 | 100.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 2 | 0.00% | |
| SPGI | S&P Global Inc | 1 | 0.00% | |
| ESG | FlexShares STOXX US ESG Select Index Fund | 1 | 0.00% | |
| IBM | International Business Machines | 1 | 0.00% | |
| SPYM | State Street® SPDR® Portfolio S&P 500® ETF | 1 | 0.00% | |
| VDC | Vanguard Consumer Staples Index Fund ETF Shares | 1 | 0.00% | |
| DRIP | Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares | 1 | 0.00% | |
| LOT | Lotus Technology Inc. | 1 | 0.00% | |
| SOXX | iShares Semiconductor ETF | 1 | 0.00% | |
| UK | Ucommune International Ltd | 1 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | 0.00% | |
| LEGO | Legato Merger Corp. IV | 1 | 0.00% | |
| ROTH | Pharmaroth Labs Inc | 1 | 0.00% | |
| EG | Everest Group Ltd | 1 | 0.00% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 1 | 0.00% | |
| FOCPX | FIDELITY OTC PORTFOLIO | 1 | 0.00% | |
| OMDA | Omada Health, Inc. Common Stock | 1 | 0.00% | |
| ST | Sensata Technologies Holding NV | 1 | 0.00% | |
| PSIX | Power Solutions International, Inc. Common Stock | 1 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 1 | 0.00% | |
| FTW | Presidio Production Company | 1 | 0.00% | |
| GRAB | Grab Holdings Ltd | 1 | 0.00% | |
| VTSAX | Vanguard Total Stock Market Index Fund Admiral Shares | 1 | 0.00% | |
| DIS | Walt Disney Company | 1 | 0.00% | |
| VHT | Vanguard Health Care Index Fund ETF Shares | 1 | 0.00% | |
| PLUS | ePlus inc | 1 | 0.00% | |
| DRAM | Roundhill Memory ETF | 1 | -50.00% | |
| OUST | Ouster, Inc. Common Stock | 1 | 0.00% | |
| SIPC | Sipp Industries New | 1 | 0.00% | |
| VALE | Vale SA ADR | 1 | 0.00% | |
| PR | Permian Resources Corporation | 1 | 0.00% | |
| NE | Noble Corporation plc | 1 | 0.00% | |
| NBIS | Nebius Group N.V. | 1 | 0.00% | |
| GE | GE Aerospace | 1 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 1 | 0.00% | |
| URI | United Rentals Inc | 1 | 0.00% | |
| SNSXX | The Charles Schwab Family of Funds - Schwab U.S. Treasury Money Fund | 1 | 0.00% | |
| OSS | One Stop Systems Inc | 1 | 0.00% | |
| AP | Ampco-Pittsburgh Corporation | 1 | 0.00% | |
| EFT | Eaton Vance Floating Rate Income Closed Fund | 1 | 0.00% | |
| SOXQ | Invesco PHLX Semiconductor ETF | 1 | 0.00% | |
| API | Agora Inc | 1 | 0.00% | |
| RAM | Roundhill T-REX 2x Long DRAM Daily Target ETF | 1 | 0.00% | |
| NDAQ | Nasdaq Inc | 1 | 0.00% | |
| PCB | PCB Bancorp | 1 | 0.00% | |
| WS | Worthington Steel Inc | 1 | 0.00% | |
| FBGRX | FIDELITY BLUE CHIP GROWTH FUND | 1 | 0.00% | |
| VOOG | Vanguard S&P 500 Growth Index Fund ETF Shares | 1 | 0.00% | |
| SSD | Simpson Manufacturing Company Inc | 1 | 0.00% | |
| MITK | Mitek Systems, Inc. | 1 | 0.00% | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 1 | 0.00% | |
| NATO | Themes Transatlantic Defense ETF | 1 | -50.00% | |
| JCI | Johnson Controls International PLC | 1 | 0.00% | |
| NVDA | NVIDIA Corporation | 1 | 0.00% | |