| 1 | RERHX | EUPAC Fund Class R-5E | Financials | $61.44 | $10.44 | 16.98% | +0.00% | 50% | Safe | |
| 2 | RERGX | EUPAC Fund Class R-6 | Financials | $62.20 | $10.50 | 16.89% | +0.00% | 50% | Safe | |
| 3 | AEPFX | EUPAC Fund F-2 | Financials | $61.90 | $10.45 | 16.89% | +0.00% | 50% | Safe | |
| 4 | AEGFX | EUPAC Fund F-1 | Financials | $61.56 | $10.32 | 16.77% | +0.00% | 50% | Safe | |
| 5 | AEPGX | EUPAC Fund Class A | Financials | $61.96 | $10.34 | 16.68% | +0.00% | 50% | Safe | |
| 6 | SPCK | SPAC and New Issue ETF | Financials | $21.73 | $3.62 | 16.63% | +0.00% | 50% | Safe | |
| 7 | D | Dominion Energy Inc. | Utilities | $16.40 | $2.67 | 16.28% | -3.80% | 89% | High Risk | |
| 8 | QYLD | Global X Nasdaq 100 Covered Call ETF | ETF | $16.80 | $1.92 | 11.43% | -2.10% | 95% | High Risk | |
| 9 | GFACX | The Growth Fund of America C | Financials | $74.37 | $8.36 | 11.25% | +0.00% | 50% | Safe | |
| 10 | OLGAX | JPMorgan Large Cap Growth A | Financials | $83.90 | $9.33 | 11.11% | +0.00% | 50% | Safe | |
| 11 | RGAAX | American Funds The Growth Fund of America, Class R-1 | Financials | $76.38 | $8.36 | 10.95% | +0.00% | 50% | Safe | |
| 12 | VWENX | Vanguard Wellington Fund Admiral Shares | Financials | $81.36 | $8.91 | 10.95% | +0.00% | 50% | Safe | |
| 13 | VWELX | Vanguard Wellington Fund Investor Shares | Financials | $47.12 | $5.12 | 10.87% | +0.00% | 50% | Safe | |
| 14 | RGABX | American Funds The Growth Fund of America Class R-2 | Financials | $77.81 | $8.36 | 10.75% | +0.00% | 50% | Safe | |
| 15 | SEEGX | JPMorgan Large Cap Growth Fund I Class | Financials | $87.12 | $9.36 | 10.74% | +0.00% | 50% | Safe | |
| 16 | JLGRX | JPMorgan Large Cap Growth Fund | Financials | $90.86 | $9.46 | 10.41% | +0.00% | 50% | Safe | |
| 17 | JLGMX | JPMorgan Large Cap Growth Fund | Financials | $92.24 | $9.54 | 10.35% | +0.00% | 50% | Safe | |
| 18 | HTGC | Hercules Capital Inc. | BDC | $18.40 | $1.88 | 10.22% | +4.20% | 90% | High Risk | |
| 19 | FWMIX | Washington Mutual Investors Fund - Class F-3 | Financials | $66.95 | $6.65 | 9.93% | +0.00% | 50% | Safe | |
| 20 | FIFAX | The Income Fund of America F-3 | Financials | $27.10 | $2.68 | 9.88% | +0.00% | 50% | Safe | |
| 21 | RWMFX | Washington Mutual Investors Fund R-5 | Financials | $66.96 | $6.62 | 9.88% | +0.00% | 50% | Safe | |
| 22 | GAFFX | American Funds The Growth Fund of America Class F-3 | Financials | $89.65 | $8.86 | 9.88% | +0.00% | 50% | Safe | |
| 23 | RIDGX | The Income Fund of America R-6 | Financials | $27.14 | $2.68 | 9.87% | +0.00% | 50% | Safe | |
| 24 | RGAGX | American Funds The Growth Fund of America Class R-6 | Financials | $89.76 | $8.86 | 9.87% | +0.00% | 50% | Safe | |
| 25 | GFFFX | American Funds The Growth Fund of America® Class F-2 | Financials | $89.17 | $8.77 | 9.84% | +0.00% | 50% | Safe | |
| 26 | CGFAX | The Growth Fund of America 529A | Financials | $87.66 | $8.59 | 9.79% | +0.00% | 50% | Safe | |
| 27 | GFAFX | The Growth Fund of America Class F-1 Shares | Financials | $88.45 | $8.56 | 9.67% | +0.00% | 50% | Safe | |
| 28 | CWMAX | Washington Mutual Investors Fund 529A | Financials | $66.75 | $6.43 | 9.63% | +0.00% | 50% | Safe | |
| 29 | AWSHX | Washington Mutual Investors Fund A | Financials | $67.03 | $6.45 | 9.63% | +0.00% | 50% | Safe | |
| 30 | WSHFX | American Funds Washington Mutual F1 | Financials | $66.58 | $6.41 | 9.62% | +0.00% | 50% | Safe | |
| 31 | AGTHX | American Funds The Growth Fund of America Class A | Financials | $89.43 | $8.60 | 9.62% | +0.00% | 50% | Safe | |
| 32 | ENB | Enbridge Inc. | Energy | $38.20 | $3.66 | 9.58% | +5.50% | 65% | Safe | |
| 33 | AMECX | American Funds The Income Fund of America Class A | Financials | $27.13 | $2.60 | 9.57% | +0.00% | 50% | Safe | |
| 34 | IFAFX | The Income Fund of America, Class F-1 Shares | Financials | $27.02 | $2.58 | 9.54% | +0.00% | 50% | Safe | |
| 35 | WGIFX | Capital World Growth and Income Fund F-2 | Financials | $80.82 | $7.70 | 9.52% | +0.00% | 50% | Safe | |
| 36 | FFICX | American Funds Investment Company of America, Class F-3 | Financials | $68.75 | $6.42 | 9.34% | +0.00% | 50% | Safe | |
| 37 | CWIAX | American Funds Capital World Growth and Income Fund Class 529-A | Financials | $80.55 | $7.52 | 9.33% | +0.00% | 50% | Safe | |
| 38 | CWGIX | American Funds Capital World Growth and Income Fund Class A | Financials | $80.98 | $7.54 | 9.31% | +0.00% | 50% | Safe | |
| 39 | CWGFX | American Funds Capital World Growth & Income Fund Class F-1 Shs | Financials | $80.71 | $7.49 | 9.27% | +0.00% | 50% | Safe | |
| 40 | MO | Altria Group Inc. | Consumer Staples | $44.80 | $4.08 | 9.11% | +4.30% | 78% | Moderate | |
| 41 | RWMBX | Washington Mutual Investors Fund R-2 | Financials | $65.30 | $5.93 | 9.08% | +0.00% | 50% | Safe | |
| 42 | WSHCX | Washington Mutual Investors Fund, Class C Shares | Financials | $65.53 | $5.95 | 9.08% | +0.00% | 50% | Safe | |
| 43 | RWICX | American Funds Capital World Growth and Income Fund Class R-3 | Financials | $80.18 | $7.28 | 9.08% | +0.00% | 50% | Safe | |
| 44 | CICAX | Investment Company of America | Financials | $68.51 | $6.21 | 9.07% | +0.00% | 50% | Safe | |
| 45 | AIVSX | American Funds Invmt Co of Amer A | Financials | $68.80 | $6.23 | 9.06% | +0.00% | 50% | Safe | |
| 46 | ARCC | Ares Capital Corporation | BDC | $21.20 | $1.92 | 9.06% | +3.10% | 88% | High Risk | |
| 47 | AICFX | American Funds Investment Co of America Cl F-1 Shs | Financials | $68.51 | $6.19 | 9.03% | +0.00% | 50% | Safe | |
| 48 | XYLD | Global X S&P 500 Covered Call ETF | ETF | $38.60 | $3.48 | 9.02% | +0.50% | 90% | High Risk | |
| 49 | AICCX | American Funds Investment Co of America C | Financials | $67.62 | $5.74 | 8.49% | +0.00% | 50% | Safe | |
| 50 | RICAX | American Funds Investment Company of America;R1 | Financials | $67.87 | $5.71 | 8.42% | +0.00% | 50% | Safe | |