| 1 | SPCK | SPAC and New Issue ETF | Financials | $21.86 | $3.62 | 16.54% | +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 | $64.48 | $10.44 | 16.18% | +0.00% | 50% | Safe | |
| 4 | RERGX | American Funds EUPAC R6 | Financials | $65.27 | $10.50 | 16.09% | +0.00% | 50% | Safe | |
| 5 | AEPFX | American Funds EuroPacific Growth Fund | Financials | $64.96 | $10.45 | 16.09% | +0.00% | 50% | Safe | |
| 6 | AEGFX | American Funds EuroPacific Growth Cl F-1 Shs | Financials | $64.62 | $10.32 | 15.97% | +0.00% | 50% | Safe | |
| 7 | AEPGX | American Funds EuroPacific Growth Fund Class A | Financials | $65.04 | $10.34 | 15.89% | +0.00% | 50% | Safe | |
| 8 | OLGAX | JPMorgan Large Cap Growth A | Financials | $81.06 | $9.33 | 11.50% | +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 | The Growth Fund of America C | Financials | $73.81 | $8.36 | 11.33% | +0.00% | 50% | Safe | |
| 11 | SEEGX | JPMorgan Large Cap Growth Fund I Class | Financials | $84.16 | $9.33 | 11.08% | +0.00% | 50% | Safe | |
| 12 | RGAAX | American Funds The Growth Fund of America, Class R-1 | Financials | $75.81 | $8.36 | 11.03% | +0.00% | 50% | Safe | |
| 13 | VWENX | Vanguard Wellington Fund Admiral Shares | Financials | $81.79 | $8.90 | 10.88% | +0.00% | 50% | Safe | |
| 14 | RGABX | American Funds The Growth Fund of America Class R-2 | Financials | $77.23 | $8.36 | 10.83% | +0.00% | 50% | Safe | |
| 15 | VWELX | Vanguard Wellington Fund Investor Shares | Financials | $47.36 | $5.12 | 10.80% | +0.00% | 50% | Safe | |
| 16 | JLGRX | JPMorgan Large Cap Growth Fund | Financials | $87.76 | $9.42 | 10.73% | +0.00% | 50% | Safe | |
| 17 | HTGC | Hercules Capital Inc. | BDC | $18.40 | $1.88 | 10.22% | +4.20% | 90% | High Risk | |
| 18 | GAFFX | American Funds The Growth Fund of America Class F-3 | Financials | $88.88 | $8.86 | 9.96% | +0.00% | 50% | Safe | |
| 19 | RGAGX | American Funds The Growth Fund of America Class R-6 | Financials | $88.99 | $8.86 | 9.95% | +0.00% | 50% | Safe | |
| 20 | GFFFX | American Funds The Growth Fund of America® Class F-2 | Financials | $88.42 | $8.77 | 9.92% | +0.00% | 50% | Safe | |
| 21 | CGFAX | American Funds Growth Fund of Amer 529A | Financials | $86.94 | $8.59 | 9.87% | +0.00% | 50% | Safe | |
| 22 | GFAFX | The Growth Fund of America Class F-1 Shares | Financials | $87.73 | $8.56 | 9.75% | +0.00% | 50% | Safe | |
| 23 | FWMIX | Washington Mutual Investors Fund - Class F-3 | Financials | $68.46 | $6.65 | 9.71% | +0.00% | 50% | Safe | |
| 24 | AGTHX | American Funds The Growth Fund of America Class A | Financials | $88.69 | $8.60 | 9.70% | +0.00% | 50% | Safe | |
| 25 | RWMFX | Washington Mutual Investors Fund R-5 | Financials | $68.46 | $6.61 | 9.66% | +0.00% | 50% | Safe | |
| 26 | ENB | Enbridge Inc. | Energy | $38.20 | $3.66 | 9.58% | +5.50% | 65% | Safe | |
| 27 | CWMAX | Washington Mutual Investors Fund 529A | Financials | $68.21 | $6.43 | 9.43% | +0.00% | 50% | Safe | |
| 28 | FIFAX | The Income Fund of America F-3 | Financials | $28.41 | $2.68 | 9.43% | +0.00% | 50% | Safe | |
| 29 | AWSHX | Washington Mutual Investors Fund A | Financials | $68.50 | $6.45 | 9.42% | +0.00% | 50% | Safe | |
| 30 | WSHFX | American Funds Washington Mutual F1 | Financials | $68.04 | $6.41 | 9.42% | +0.00% | 50% | Safe | |
| 31 | RIDGX | The Income Fund of America R-6 | Financials | $28.45 | $2.68 | 9.41% | +0.00% | 50% | Safe | |
| 32 | WGIFX | Capital World Growth and Income Fund F-2 | Financials | $82.81 | $7.69 | 9.29% | +0.00% | 50% | Safe | |
| 33 | FFICX | The Investment Company of America F-3 | Financials | $69.28 | $6.42 | 9.27% | +0.00% | 50% | Safe | |
| 34 | AMECX | American Funds The Income Fund of America Class A | Financials | $28.42 | $2.60 | 9.14% | +0.00% | 50% | Safe | |
| 35 | CWIAX | American Funds Capital World Growth and Income Fund Class 529-A | Financials | $82.51 | $7.52 | 9.11% | +0.00% | 50% | Safe | |
| 36 | IFAFX | The Income Fund of America, Class F-1 Shares | Financials | $28.30 | $2.58 | 9.11% | +0.00% | 50% | Safe | |
| 37 | MO | Altria Group Inc. | Consumer Staples | $44.80 | $4.08 | 9.11% | +4.30% | 78% | Moderate | |
| 38 | CWGIX | American Funds Capital World Growth and Income Fund Class A | Financials | $82.95 | $7.54 | 9.09% | +0.00% | 50% | Safe | |
| 39 | ARCC | Ares Capital Corporation | BDC | $21.20 | $1.92 | 9.06% | +3.10% | 88% | High Risk | |
| 40 | CWGFX | American Funds Capital World Growth & Income Fund Class F-1 Shs | Financials | $82.67 | $7.48 | 9.05% | +0.00% | 50% | Safe | |
| 41 | XYLD | Global X S&P 500 Covered Call ETF | ETF | $38.60 | $3.48 | 9.02% | +0.50% | 90% | High Risk | |
| 42 | CICAX | Investment Company of America | Financials | $68.99 | $6.21 | 9.00% | +0.00% | 50% | Safe | |
| 43 | AIVSX | American Funds Invmt Co of Amer A | Financials | $69.30 | $6.23 | 9.00% | +0.00% | 50% | Safe | |
| 44 | AICFX | American Funds Investment Co of America Cl F-1 Shs | Financials | $69.00 | $6.19 | 8.97% | +0.00% | 50% | Safe | |
| 45 | RWMBX | Washington Mutual Investors Fund R-2 | Financials | $66.65 | $5.93 | 8.90% | +0.00% | 50% | Safe | |
| 46 | WSHCX | Washington Mutual Investors Fund, Class C Shares | Financials | $66.89 | $5.95 | 8.90% | +0.00% | 50% | Safe | |
| 47 | RWICX | American Funds Capital World Growth and Income Fund Class R-3 | Financials | $82.09 | $7.28 | 8.87% | +0.00% | 50% | Safe | |
| 48 | AICCX | American Funds Investment Co of America C | Financials | $68.03 | $5.74 | 8.44% | +0.00% | 50% | Safe | |
| 49 | MAIN | Main Street Capital Corporation | BDC | $52.80 | $4.44 | 8.41% | +5.10% | 82% | Moderate | |
| 50 | RICAX | American Funds Investment Company of America;R1 | Financials | $68.27 | $5.72 | 8.38% | +0.00% | 50% | Safe | |