|
WBREOX
|
CIT: BlackRock Equity Index Fun |
218.8560 |
$1,093.83 |
$239,390.29 |
32.5% |
—
|
— |
|
|
▸
VTI
|
Vanguard Total Stock Market ETF |
272.1362 |
$372.70 |
$101,424.26 |
13.8% |
1.05%
yfinance
|
$1,064.95 |
|
| ↳ H |
|
192.5024 |
|
$71,745.01 |
9.7% |
|
$753.32 |
|
| ↳ W-IRA |
|
79.6338 |
|
$29,679.26 |
4.0% |
|
$311.63 |
|
|
JLGMX
|
JPMorgan Large Cap Growth Fund |
872.3950 |
$90.81 |
$79,222.19 |
10.8% |
0.21%
yfinance
|
$166.37 |
|
|
VMCIX
|
Vanguard Index Trust Mid-Cap In |
447.9170 |
$88.57 |
$39,672.01 |
5.4% |
1.33%
yfinance
|
$527.64 |
|
|
VSCIX
|
Vanguard Index Trust Small-Cap |
275.3680 |
$142.82 |
$39,328.06 |
5.3% |
1.20%
yfinance
|
$471.94 |
|
|
QQQ
|
Invesco QQQ Trust, Series 1 |
53.6584 |
$725.53 |
$38,930.76 |
5.3% |
0.41%
yfinance
|
$159.62 |
|
|
▸
VXUS
|
Vanguard Total International St |
450.9645 |
$85.33 |
$38,480.80 |
5.2% |
2.56%
yfinance
|
$985.11 |
|
| ↳ H |
|
360.7173 |
|
$30,780.01 |
4.2% |
|
$787.97 |
|
| ↳ W-IRA |
|
90.2472 |
|
$7,700.79 |
1.0% |
|
$197.14 |
|
|
DGRO
|
iShares Core Dividend Growth ET |
433.0952 |
$77.03 |
$33,361.32 |
4.5% |
1.95%
yfinance
|
$650.55 |
|
|
BTC-USD
|
Bitcoin USD |
0.5100 |
$63,306.88 |
$32,286.51 |
4.4% |
—
|
— |
|
|
GOOGL
|
Alphabet Inc. |
46.4002 |
$356.91 |
$16,560.71 |
2.2% |
0.25%
yfinance
|
$41.40 |
|
|
NVDA
|
NVIDIA Corporation |
50.0887 |
$210.95 |
$10,566.21 |
1.4% |
0.47%
yfinance
|
$49.66 |
|
|
SCHD
|
Schwab US Dividend Equity ETF |
300 |
$32.38 |
$9,715.50 |
1.3% |
3.30%
yfinance
|
$320.61 |
|
|
MSFT
|
Microsoft Corporation |
25.1114 |
$385.08 |
$9,669.89 |
1.3% |
0.95%
yfinance
|
$91.86 |
|
|
VT
|
Vanguard Total World Stock Inde |
44.2073 |
$157.60 |
$6,967.06 |
0.9% |
1.58%
yfinance
|
$110.08 |
|
|
HOOD
|
Robinhood Markets, Inc. |
50 |
$111.97 |
$5,598.50 |
0.8% |
—
|
— |
|
|
AMZN
|
Amazon.com, Inc. |
20 |
$245.31 |
$4,906.20 |
0.7% |
—
|
— |
|
|
ASTS
|
AST SpaceMobile, Inc. |
60 |
$73.32 |
$4,399.20 |
0.6% |
—
|
— |
|
|
GLD
|
SPDR Gold Shares |
10 |
$376.98 |
$3,769.80 |
0.5% |
0.00%
yfinance
|
$0.00 |
|
|
NBIS
|
Nebius Group N.V. |
17 |
$219.64 |
$3,733.88 |
0.5% |
—
|
— |
|
|
MRAM
|
Everspin Technologies, Inc. |
110 |
$18.39 |
$2,022.90 |
0.3% |
—
|
— |
|
|
DNN
|
Denison Mines Corp |
500 |
$3.22 |
$1,610.10 |
0.2% |
—
|
— |
|
|
ALMU
|
Aeluma, Inc. |
80 |
$17.60 |
$1,408.00 |
0.2% |
—
|
— |
|
|
WMT
|
Walmart Inc. |
12.2484 |
$113.89 |
$1,394.98 |
0.2% |
0.87%
yfinance
|
$12.14 |
|
|
CRSP
|
CRISPR Therapeutics AG |
25 |
$53.38 |
$1,334.50 |
0.2% |
—
|
— |
|
|
ABSI
|
Absci Corporation |
125 |
$10.60 |
$1,325.00 |
0.2% |
—
|
— |
|
|
AIRJ
|
AirJoule Technologies Corporati |
300 |
$4.31 |
$1,293.00 |
0.2% |
—
|
— |
|
|
KRUS
|
Kura Sushi USA, Inc. |
14.8783 |
$51.57 |
$767.27 |
0.1% |
—
|
— |
|
|
RDDT
|
Reddit, Inc. |
3.4713 |
$195.42 |
$678.37 |
0.1% |
—
|
— |
|
|
INFQ
|
Infleqtion, Inc. |
60 |
$11.17 |
$670.20 |
0.1% |
—
|
— |
|
|
RZLV
|
Rezolve AI PLC |
250 |
$2.61 |
$652.50 |
0.1% |
—
|
— |
|
|
SG
|
Sweetgreen, Inc. |
75 |
$8.36 |
$627.37 |
0.1% |
—
|
— |
|
|
ASPI
|
ASP Isotopes Inc. |
125 |
$5.01 |
$626.87 |
0.1% |
—
|
— |
|
|
SMR
|
NuScale Power Corporation |
65 |
$9.02 |
$586.62 |
0.1% |
—
|
— |
|
|
IONQ
|
IonQ, Inc. |
13 |
$42.88 |
$557.50 |
0.1% |
—
|
— |
|
|
GCTS
|
GCT Semiconductor Holding, Inc. |
225 |
$2.46 |
$553.50 |
0.1% |
—
|
— |
|
|
MCD
|
McDonald's Corporation |
2.0134 |
$274.60 |
$552.86 |
0.1% |
2.69%
yfinance
|
$14.87 |
|
|
ONDS
|
Ondas Inc |
75 |
$7.27 |
$545.25 |
0.1% |
—
|
— |
|
|
RXRX
|
Recursion Pharmaceuticals, Inc. |
150 |
$3.57 |
$534.75 |
0.1% |
—
|
— |
|
|
DUOL
|
Duolingo, Inc. |
3.2457 |
$124.78 |
$405.00 |
0.1% |
—
|
— |
|
|
FLNC
|
Fluence Energy, Inc. |
25 |
$16.16 |
$403.88 |
0.1% |
—
|
— |
|
|
POET
|
POET Technologies Inc. |
25 |
$8.31 |
$207.77 |
0.0% |
—
|
— |
|
|
TQQQ
|
ProShares UltraPro QQQ |
1 |
$77.05 |
$77.05 |
0.0% |
0.46%
yfinance
|
$0.35 |
|
|
HUBC
|
Hub Cyber Security Ltd. |
50 |
$1.34 |
$67.00 |
0.0% |
—
|
— |
|
| Total |
$736,885.40 |
100.0% |
0.63% |
$4,667.15 |
|