| VOO | Vanguard S&P 500 ETF | 22 | 46.67% | |
| VTI | Vanguard Total Stock Market Index Fund ETF Shares | 18 | 125.00% | |
| QQQ | Invesco QQQ Trust | 9 | 200.00% | |
| VT | Vanguard Total World Stock Index Fund ETF Shares | 8 | 100.00% | |
| FI | Fiserv, Inc. | 6 | 0.00% | |
| VXUS | Vanguard Total International Stock Index Fund ETF Shares | 5 | -16.67% | |
| NVDA | NVIDIA Corporation | 4 | 0.00% | |
| SCHD | Schwab U.S. Dividend Equity ETF | 4 | -20.00% | |
| FA | First Advantage Corp | 3 | 0.00% | |
| SPY | SPDR S&P 500 ETF Trust | 3 | -25.00% | |
| RKLB | Rocket Lab USA Inc. | 3 | 0.00% | |
| DD | Dupont De Nemours Inc | 3 | 50.00% | |
| VGT | Vanguard Information Technology Index Fund ETF Shares | 3 | 0.00% | |
| SPAXX | Fidelity® Government Money Market Fund | 3 | 0.00% | |
| AAPL | Apple Inc | 3 | 0.00% | |
| CA | Xtrackers California Municipal Bonds ETF | 2 | 100.00% | |
| BTC | Grayscale Bitcoin Mini Trust (BTC) | 2 | 0.00% | |
| SPMO | Invesco S&P 500® Momentum ETF | 2 | -71.43% | |
| DJT | Trump Media & Technology Group Corp. | 2 | 0.00% | |
| MAG | MAG Silver Corp | 2 | 0.00% | |
| MSFT | Microsoft Corporation | 2 | 100.00% | |
| VEU | Vanguard FTSE All-World ex-US Index Fund ETF Shares | 2 | 0.00% | |
| SGOV | iShares® 0-3 Month Treasury Bond ETF | 2 | -60.00% | |
| MLM | Martin Marietta Materials Inc | 2 | 0.00% | |
| GEV | GE Vernova LLC | 2 | 0.00% | |
| HVAC | AdvisorShares Trust | 2 | 0.00% | |
| DURA | VanEck Morningstar Durable Dividend ETF | 1 | 0.00% | |
| PSI | Invesco Dynamic Semiconductors ETF | 1 | 0.00% | |
| TT | Trane Technologies plc | 1 | 0.00% | |
| FSPGX | FIDELITY LARGE CAP GROWTH INDEX FUND INSTITUTIONAL PREMIUM CLASS | 1 | 0.00% | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 1 | 0.00% | |
| AVGO | Broadcom Inc | 1 | -50.00% | |
| AMZN | Amazon.com Inc | 1 | 0.00% | |
| RMD | ResMed Inc | 1 | 0.00% | |
| GOOGL | Alphabet Inc Class A | 1 | 0.00% | |
| IG | Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF | 1 | 0.00% | |
| GOOG | Alphabet Inc Class C | 1 | 0.00% | |
| ICE | Intercontinental Exchange Inc | 1 | 0.00% | |
| FZROX | FIDELITY ZERO TOTAL MARKET INDEX FUND | 1 | 0.00% | |
| WTI | W&T Offshore Inc | 1 | 0.00% | |
| GLP | Global Partners LP | 1 | 0.00% | |
| TLT | iShares 20+ Year Treasury Bond ETF | 1 | 0.00% | |
| KKR | KKR & Co LP | 1 | 0.00% | |
| TPG | TPG Inc | 1 | 0.00% | |
| ARM | Arm Holdings plc American Depositary Shares | 1 | 0.00% | |
| SMH | VanEck Semiconductor ETF | 1 | 0.00% | |
| VWO | Vanguard FTSE Emerging Markets Index Fund ETF Shares | 1 | 0.00% | |
| BND | Vanguard Total Bond Market Index Fund ETF Shares | 1 | -50.00% | |
| AIS | Tidal Trust III | 1 | 0.00% | |
| AIRR | First Trust RBA American Industrial RenaissanceTM ETF | 1 | 0.00% | |
| NA | Nano Labs Ltd | 1 | 0.00% | |
| CAPEX | Eaton Vance Capital Exchange Fund | 1 | 0.00% | |
| NGL | NGL Energy Partners LP | 1 | 0.00% | |
| GME | GameStop Corp | 1 | 0.00% | |
| PR | Permian Resources Corporation | 1 | 0.00% | |
| PLTR | Palantir Technologies Inc. Class A Common Stock | 1 | -66.67% | |
| OS | OneStream, Inc. Class A Common Stock | 1 | 0.00% | |
| KRKNF | Kraken Robotics Inc | 1 | 0.00% | |
| BMY | Bristol-Myers Squibb Company | 1 | 0.00% | |
| GLDM | SPDR Gold MiniShares | 1 | 0.00% | |
| HGRAF | HydroGraph Clean Power Inc. | 1 | 0.00% | |
| SWPPX | Schwab S&P 500 Index Fund | 1 | 0.00% | |
| SIPC | Sipp Industries New | 1 | 0.00% | |
| NATO | Themes Transatlantic Defense ETF | 1 | 0.00% | |
| IUSB | iShares Core Total USD Bond Market ETF | 1 | 0.00% | |
| VTMFX | VANGUARD TAX-MANAGED BALANCED FUND ADMIRAL SHARES | 1 | 0.00% | |
| CCL | Carnival Corporation | 1 | 0.00% | |
| APO | Apollo Global Management LLC Class A | 1 | 0.00% | |
| HYSA | BondBloxx ETF Trust | 1 | 0.00% | |
| QQQM | Invesco NASDAQ 100 ETF | 1 | 0.00% | |
| WD | Walker & Dunlop Inc | 1 | 0.00% | |
| CAPE | Barclays ETN+ Shiller Capet ETN | 1 | 0.00% | |
| MU | Micron Technology Inc | 1 | 0.00% | |
| SE | Sea Ltd | 1 | 0.00% | |
| IBKR | Interactive Brokers Group Inc | 1 | 0.00% | |
| BX | Blackstone Group Inc | 1 | 0.00% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1 | 0.00% | |
| NE | Noble Corporation plc | 1 | 0.00% | |
| PITA | Heramba Electric plc Ordinary Shares | 1 | 0.00% | |
| BOE | BlackRock Global Opportunities Equity Trust | 1 | 0.00% | |
| FT | Franklin Universal Closed Fund | 1 | -50.00% | |
| ESG | FlexShares STOXX US ESG Select Index Fund | 1 | 0.00% | |
| VYM | Vanguard High Dividend Yield Index Fund ETF Shares | 1 | 0.00% | |
| CTM | Castellum Inc. | 1 | 0.00% | |
| RTX | Raytheon Technologies Corp | 1 | 0.00% | |
| LMT | Lockheed Martin Corporation | 1 | 0.00% | |
| RPG | Invesco S&P 500® Pure Growth ETF | 1 | 0.00% | |
| CHHYF | CHARBONE Hydrogen Corporation | 1 | 0.00% | |
| EV | Mast Global Battery Recycling & Production ETF | 1 | 0.00% | |
| GCOW | Pacer Global Cash Cows Dividend ETF | 1 | 0.00% | |
| AMUU | Direxion Daily AMD Bull 2X Shares | 1 | 0.00% | |
| TSLA | Tesla Inc | 1 | 0.00% | |
| CARR | Carrier Global Corp | 1 | 0.00% | |
| XAR | SPDR® S&P Aerospace & Defense ETF | 1 | 0.00% | |
| MSM | MSC Industrial Direct Company Inc | 1 | 0.00% | |
| MLI | Mueller Industries Inc | 1 | 0.00% | |
| STEM | Stem Inc | 1 | 0.00% | |
| FNILX | FIDELITY ZERO LARGE CAP INDEX FUND | 1 | 0.00% | |
| REIT | ALPS Active REIT ETF | 1 | -50.00% | |
| TSM | Taiwan Semiconductor Manufacturing | 1 | -50.00% | |