| 1 | SPCK | SPAC and New Issue ETF | Financials | $22.19 | $3.62 | 16.29% | +0.00% | 50% | Safe | |
| 2 | D | Dominion Energy Inc. | Utilities | $16.40 | $2.67 | 16.28% | -3.80% | 89% | High Risk | |
| 3 | RERHX | American Funds Europacific Growth R5E | Financials | $64.79 | $10.44 | 16.11% | +0.00% | 50% | Safe | |
| 4 | RERGX | American Funds EUPAC R6 | Financials | $65.59 | $10.50 | 16.02% | +0.00% | 50% | Safe | |
| 5 | AEPFX | American Funds EuroPacific Growth Fund | Financials | $65.28 | $10.45 | 16.01% | +0.00% | 50% | Safe | |
| 6 | AEGFX | American Funds EuroPacific Growth Cl F-1 Shs | Financials | $64.95 | $10.32 | 15.89% | +0.00% | 50% | Safe | |
| 7 | AEPGX | American Funds EuroPacific Growth Fund Class A | Financials | $65.36 | $10.34 | 15.82% | +0.00% | 50% | Safe | |
| 8 | OLGAX | JPMorgan Large Cap Growth A | Financials | $80.49 | $9.33 | 11.59% | +0.00% | 50% | Safe | |
| 9 | QYLD | Global X Nasdaq 100 Covered Call ETF | ETF | $16.80 | $1.92 | 11.43% | -2.10% | 95% | High Risk | |
| 10 | GFACX | American Funds The Growth Fund of America | Financials | $73.30 | $8.36 | 11.41% | +0.00% | 50% | Safe | |
| 11 | SEEGX | JPMorgan Large Cap Growth Fund I Class | Financials | $83.55 | $9.33 | 11.16% | +0.00% | 50% | Safe | |
| 12 | RGAAX | The Growth Fund of America Class R-1 Shares | Financials | $75.29 | $8.36 | 11.11% | +0.00% | 50% | Safe | |
| 13 | RGABX | American Funds The Growth Fund of America Class R-2 | Financials | $76.70 | $8.36 | 10.90% | +0.00% | 50% | Safe | |
| 14 | VWELX | Vanguard Wellington Fund Investor Shares | Financials | $47.12 | $5.12 | 10.86% | +0.00% | 50% | Safe | |
| 15 | JLGRX | JPMorgan Large Cap Growth Fund | Financials | $87.12 | $9.42 | 10.81% | +0.00% | 50% | Safe | |
| 16 | HTGC | Hercules Capital Inc. | BDC | $18.40 | $1.88 | 10.22% | +4.20% | 90% | High Risk | |
| 17 | GAFFX | American Funds The Growth Fund of America Class F-3 | Financials | $88.24 | $8.86 | 10.04% | +0.00% | 50% | Safe | |
| 18 | RGAGX | American Funds The Growth Fund of America Class R-6 | Financials | $88.35 | $8.86 | 10.02% | +0.00% | 50% | Safe | |
| 19 | GFFFX | American Funds The Growth Fund of America® Class F-2 | Financials | $87.78 | $8.77 | 9.99% | +0.00% | 50% | Safe | |
| 20 | CGFAX | American Funds Growth Fund of Amer 529A | Financials | $86.32 | $8.59 | 9.95% | +0.00% | 50% | Safe | |
| 21 | GFAFX | The Growth Fund of America Class F-1 Shares | Financials | $87.11 | $8.56 | 9.82% | +0.00% | 50% | Safe | |
| 22 | AGTHX | American Funds The Growth Fund of America Class A | Financials | $88.06 | $8.60 | 9.77% | +0.00% | 50% | Safe | |
| 23 | FWMIX | American Funds Washington Mutual F3 | Financials | $68.95 | $6.65 | 9.64% | +0.00% | 50% | Safe | |
| 24 | RWMFX | American Funds Washington Mutual R5 | Financials | $68.96 | $6.61 | 9.59% | +0.00% | 50% | Safe | |
| 25 | ENB | Enbridge Inc. | Energy | $38.20 | $3.66 | 9.58% | +5.50% | 65% | Safe | |
| 26 | FIFAX | American Funds Income Fund of Amer F3 | Financials | $28.51 | $2.68 | 9.39% | +0.00% | 50% | Safe | |
| 27 | RIDGX | American Funds The Income Fund of America | Financials | $28.55 | $2.68 | 9.38% | +0.00% | 50% | Safe | |
| 28 | CWMAX | American Funds Washington Mutual 529A | Financials | $68.72 | $6.43 | 9.36% | +0.00% | 50% | Safe | |
| 29 | AWSHX | American Funds Washington Mutual A | Financials | $69.00 | $6.45 | 9.35% | +0.00% | 50% | Safe | |
| 30 | WSHFX | American Funds Washington Mutual F1 | Financials | $68.54 | $6.41 | 9.35% | +0.00% | 50% | Safe | |
| 31 | FFICX | American Funds Invmt Co of Amer F3 | Financials | $69.17 | $6.42 | 9.28% | +0.00% | 50% | Safe | |
| 32 | WGIFX | American Funds Capital World Gr&Inc F2 | Financials | $82.96 | $7.69 | 9.27% | +0.00% | 50% | Safe | |
| 33 | MO | Altria Group Inc. | Consumer Staples | $44.80 | $4.08 | 9.11% | +4.30% | 78% | Moderate | |
| 34 | AMECX | American Funds The Income Fund of America Class A | Financials | $28.53 | $2.60 | 9.10% | +0.00% | 50% | Safe | |
| 35 | CWIAX | American Funds Capital World Growth and Income Fund Class 529-A | Financials | $82.67 | $7.52 | 9.09% | +0.00% | 50% | Safe | |
| 36 | IFAFX | The Income Fund of America, Class F-1 Shares | Financials | $28.41 | $2.58 | 9.07% | +0.00% | 50% | Safe | |
| 37 | CWGIX | American Funds Capital World Growth and Income Fund Class A | Financials | $83.11 | $7.54 | 9.07% | +0.00% | 50% | Safe | |
| 38 | ARCC | Ares Capital Corporation | BDC | $21.20 | $1.92 | 9.06% | +3.10% | 88% | High Risk | |
| 39 | CWGFX | American Funds Capital World Growth & Income Fund Class F-1 Shs | Financials | $82.83 | $7.48 | 9.04% | +0.00% | 50% | Safe | |
| 40 | XYLD | Global X S&P 500 Covered Call ETF | ETF | $38.60 | $3.48 | 9.02% | +0.50% | 90% | High Risk | |
| 41 | CICAX | American Funds Invmt Co of Amer 529A | Financials | $68.90 | $6.21 | 9.02% | +0.00% | 50% | Safe | |
| 42 | AIVSX | American Funds Invmt Co of Amer A | Financials | $69.20 | $6.23 | 9.01% | +0.00% | 50% | Safe | |
| 43 | AICFX | American Funds Investment Co of America Cl F-1 Shs | Financials | $68.91 | $6.19 | 8.98% | +0.00% | 50% | Safe | |
| 44 | RWICX | American Funds Capital World Growth and Income Fund Class R-3 | Financials | $82.26 | $7.28 | 8.86% | +0.00% | 50% | Safe | |
| 45 | RWMBX | American Funds Washington Mutual R2 | Financials | $67.16 | $5.93 | 8.84% | +0.00% | 50% | Safe | |
| 46 | WSHCX | American Funds Washington Mutual C | Financials | $67.40 | $5.95 | 8.83% | +0.00% | 50% | Safe | |
| 47 | AICCX | American Funds Investment Co of America C | Financials | $67.95 | $5.74 | 8.45% | +0.00% | 50% | Safe | |
| 48 | MAIN | Main Street Capital Corporation | BDC | $52.80 | $4.44 | 8.41% | +5.10% | 82% | Moderate | |
| 49 | RICAX | American Funds Investment Company of America;R1 | Financials | $68.20 | $5.72 | 8.39% | +0.00% | 50% | Safe | |
| 50 | RICBX | American Funds Invmt Co of Amer R2 | Financials | $68.32 | $5.71 | 8.36% | +0.00% | 50% | Safe | |