| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 10 | 400.00% | |
| VOO | Vanguard S&P 500 ETF | 10 | 42.86% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 9 | 125.00% | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 6 | 0.00% | |
| SPY | SPDR S&P 500 ETF Trust | 5 | 400.00% | |
| QQQ | Invesco QQQ Trust | 4 | 33.33% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 4 | 0.00% | |
| MU | Micron Technology Inc | 3 | -66.67% | |
| MSFT | Microsoft Corporation | 3 | -25.00% | |
| UK | Ucommune International Ltd | 3 | 50.00% | |
| TLT | iShares 20+ Year Treasury Bond ETF | 3 | 200.00% | |
| NVDA | NVIDIA Corporation | 3 | -40.00% | |
| INFQ | Infleqtion, Inc. | 2 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 2 | 100.00% | |
| QBTS | D-Wave Quantum Inc. Common Stock | 2 | 0.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 2 | 100.00% | |
| AMD | Advanced Micro Devices Inc | 2 | -50.00% | |
| EU | enCore Energy Corp. Common Shares | 2 | -33.33% | |
| RGTI | Rigetti Computing Inc | 2 | 0.00% | |
| HYSA | Bondbloxx USD High Yield Bond Sector Rotation ETF | 2 | -85.71% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2 | 0.00% | |
| WW | WW International, Inc. Common Stock | 2 | 0.00% | |
| TLH | iShares 10-20 Year Treasury Bond ETF | 2 | 0.00% | |
| TIPS | Tianrong Internet Products and Services Inc | 2 | 100.00% | |
| LOT | Lotus Technology Inc. | 1 | 0.00% | |
| PLTR | Palantir Technologies Inc. | 1 | 0.00% | |
| FB | ProShares Trust ProShares S&P 500 Dynamic Buffer ETF | 1 | 0.00% | |
| SMA | SmartStop Self Storage REIT, Inc. | 1 | 0.00% | |
| CD | Chaince Digital Holdings Inc. | 1 | -80.00% | |
| TSLA | Tesla Inc | 1 | 0.00% | |
| FT | Franklin Universal Closed Fund | 1 | 0.00% | |
| VEU | Vanguard FTSE All-World ex-US Index Fund ETF Shares | 1 | 0.00% | |
| GOP | Unusual Whales Subversive Republican Trading ETF | 1 | 0.00% | |
| DFUS | Dimensional U.S. Equity ETF | 1 | 0.00% | |
| LAND | Gladstone Land Corporation | 1 | 0.00% | |
| WAMA | WisdomTree US Adaptive Moving Average Fund | 1 | 0.00% | |
| IXUS | iShares Core MSCI Total International Stock ETF | 1 | 0.00% | |
| PLUS | ePlus inc | 1 | 0.00% | |
| QTUM | Defiance Quantum ETF | 1 | 0.00% | |
| NBIS | Nebius Group N.V. | 1 | 0.00% | |
| LLY | Eli Lilly and Company | 1 | 0.00% | |
| SOFI | SoFi Technologies Inc. | 1 | 0.00% | |
| SRXH | SRx Health Solutions Inc. | 1 | 0.00% | |
| UBS | UBS Group AG | 1 | 0.00% | |
| IONQ | IONQ Inc | 1 | 0.00% | |
| RKLB | Rocket Lab USA Inc. | 1 | 0.00% | |
| ASTS | Ast Spacemobile Inc | 1 | 0.00% | |
| IBKR | Interactive Brokers Group Inc | 1 | 0.00% | |
| RMD | ResMed Inc | 1 | 0.00% | |
| SCSB | Sterling Capital Short Duration Bond ETF | 1 | 0.00% | |
| REIT | ALPS Active REIT ETF | 1 | 0.00% | |
| GOLD | Gold.com, Inc. | 1 | 0.00% | |
| ASML | ASML Holding NV ADR | 1 | 0.00% | |
| QNT | Quantinuum Inc. Class A Common Stock | 1 | 0.00% | |
| FPI | Farmland Partners Inc | 1 | 0.00% | |
| NKE | Nike Inc | 1 | 0.00% | |
| GLD | SPDR® Gold Shares | 1 | 0.00% | |
| XYZ | Block, Inc | 1 | 0.00% | |
| FXAIX | Fidelity 500 Index Fund | 1 | 0.00% | |
| WTF | Waton Financial Limited Ordinary Shares | 1 | 0.00% | |
| VWUAX | VANGUARD U.S. GROWTH FUND ADMIRAL SHARES | 1 | 0.00% | |
| AVNV | Avantis All International Markets Value ETF | 1 | 0.00% | |
| AAPL | Apple Inc. | 1 | 0.00% | |
| FSELX | Fidelity Select Semiconductors Portfolio | 1 | 0.00% | |
| ACA | Arcosa Inc | 1 | 0.00% | |
| HNI | HNI Corp | 1 | 0.00% | |
| ROTH | Pharmaroth Labs Inc | 1 | -66.67% | |
| DRAM | Roundhill Memory ETF | 1 | 0.00% | |
| VGIT | Vanguard Intermediate-Term Treasury Index Fund ETF Shares | 1 | 0.00% | |
| GP | GreenPower Motor Company Inc | 1 | 0.00% | |
| FSCSX | SOFTWARE AND IT SERVICES PORTFOLIO SOFTWARE AND IT SERVICES PORTFOLIO | 1 | 0.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 1 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | -50.00% | |
| FOCPX | FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO | 1 | 0.00% | |
| MO | Altria Group | 1 | 0.00% | |
| GPT | Intelligent Alpha Atlas ETF | 1 | 0.00% | |
| AB | AllianceBernstein Holding L.P. | 1 | 0.00% | |
| CQTM | Corgi Quantum Computing ETF | 1 | 0.00% | |
| IEI | iShares 3-7 Year Treasury Bond ETF | 1 | 0.00% | |
| NTSX | WisdomTree 90/60 US Balanced | 1 | 0.00% | |
| IOO | iShares Global 100 ETF | 1 | 0.00% | |
| WQTM | WisdomTree Quantum Computing Fund | 1 | 0.00% | |
| SPCX | Space Exploration Technologies Corp. Class A Common Stock | 1 | 0.00% | |
| DEXC | Dimensional Emerging Markets ex China Core Equity ETF | 1 | 0.00% | |
| IEF | iShares 7-10 Year Treasury Bond ETF | 1 | 0.00% | |
| NWBO | Northwest Biotherapeutics Inc | 1 | 0.00% | |
| IBM | International Business Machines | 1 | 0.00% | |
| PYPL | PayPal Holdings Inc | 1 | 0.00% | |
| FBGRX | FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND | 1 | 0.00% | |
| PL | Planet Labs PBC | 1 | 0.00% | |
| DFIC | Dimensional International Core Equity 2 ETF | 1 | 0.00% | |