Clone the portfolioAsset Allocation9 positions 6.12%5 positions 3.40%127 positions 86.36%4 positions 2.72%AlternativesAlternativesCryptocurrencyCryptocurrencyEquityEquityPreferred StockPreferred StockReal EstateReal EstateVolatilityVolatilityPositionCategory/SectorTarget WeightABBVAbbVie Inc.Healthcare0.68%ADBEAdobe IncTechnology0.68%AGNCAGNC Investment Corp.Real Estate0.68%AIYYYieldMax AI Option Income Strategy ETFDerivative Income0.68%AMATApplied Materials, Inc.Technology0.68%AMDAdvanced Micro Devices, Inc.Technology0.68%AMDYYieldMax AMD Option Income Strategy ETFOptions Trading, Dividend0.68%AMLPAlerian MLP ETFMLPs0.68%AMTAmerican Tower CorporationReal Estate0.68%AMZNAmazon.com, IncConsumer Cyclical0.68%AMZYYieldMax AMZN Option Income Strategy ETFOptions Trading0.68%AOMRAngel Oak Mortgage, Inc.Real Estate0.68%ARCCAres Capital CorporationFinancial Services0.68%ARKKARK Innovation ETFActively Managed, Technology Equities0.68%AVGOBroadcom Inc.Technology0.68%BCBPBCB Bancorp, Inc.Financial Services0.68%BITOProShares Bitcoin Strategy ETFCryptocurrency, Actively Managed0.68%BLDRBuilders FirstSource, Inc.Industrials0.68%BLKBlackRock, Inc.Financial Services0.68%BTC-USDBitcoin0.68%BTFValkyrie Bitcoin and Ether Strategy ETFCryptocurrency0.68%BXSLBlackstone Secured Lending FundFinancial Services0.68%CAPLCrossAmerica Partners LPEnergy0.68%CHCTCommunity Healthcare Trust IncorporatedReal Estate0.68%CHMICherry Hill Mortgage Investment CorporationReal Estate0.68%CIXCompX International Inc.Industrials0.68%CLCO0.68%COLBColumbia Banking System, Inc.Financial Services0.68%CONYYieldMax COIN Option Income Strategy ETFDerivative Income0.68%COSTCostco Wholesale CorporationConsumer Defensive0.68%CRSHYieldMax Short TSLA Option Income Strategy ETFDerivative Income, Inverse Equities0.68%CSCOCisco Systems, Inc.Technology0.68%CSWCCapital Southwest CorporationFinancial Services0.68%CVXChevron CorporationEnergy0.68%DDSDillard's, Inc.Consumer Cyclical0.68%DGROiShares Core Dividend Growth ETFLarge Cap Growth Equities, Dividend0.68%DISOYieldMax DIS Option Income Strategy ETFDerivative Income0.68%DIVGlobal X SuperDividend U.S. ETFDividend0.68%DIVOAmplify CWP Enhanced Dividend Income ETFDerivative Income0.68%DJIAGlobal X Dow 30 Covered Call ETFDerivative Income0.68%DVYiShares Select Dividend ETFLarge Cap Value Equities, Dividend0.68%ENBEnbridge Inc.Energy0.68%EPDEnterprise Products Partners L.P.Energy0.68%FBYYieldMax META Option Income ETFDerivative Income0.68%FDVVFidelity High Dividend ETFLarge Cap Blend Equities, Dividend0.68%FEPIREX FANG & Innovation Equity Premium Income ETFTechnology Equities0.68%GPIQGoldman Sachs Nasdaq-100 Core Premium Income ETFLarge Cap Growth Equities, Dividend0.68%GPIXGoldman Sachs S&P 500 Core Premium Income ETFDividend, S&P 5000.68%GSThe Goldman Sachs Group, Inc.Financial Services0.68%HDThe Home Depot, Inc.Consumer Cyclical0.68%HTGCHercules Capital, Inc.Financial Services0.68%IBITiShares Bitcoin Trust ETFCryptocurrency0.68%ILCGiShares Morningstar Growth ETFLarge Cap Growth Equities0.68%IUSGiShares Core S&P U.S. Growth ETFLarge Cap Growth Equities0.68%IWMYDefiance R2000 Enhanced Options & 0DTE Income ETFOptions Trading0.68%IWYiShares Russell Top 200 Growth ETFLarge Cap Growth Equities0.68%JEPIJPMorgan Equity Premium Income ETFActively Managed, Dividend, Derivative Income0.68%JEPQJPMorgan Nasdaq Equity Premium Income ETFDerivative Income0.68%KBWDInvesco KBW High Dividend Yield Financial ETFFinancials Equities, Dividend0.68%KBWYInvesco KBW Premium Yield Equity REIT ETFREIT0.68%KMIKinder Morgan, Inc.Energy0.68%KOThe Coca-Cola CompanyConsumer Defensive0.68%LLYEli Lilly and CompanyHealthcare0.68%LRCXLam Research CorporationTechnology0.68%MAAMid-America Apartment Communities, Inc.Real Estate0.68%MAINMain Street Capital CorporationFinancial Services0.68%METAMeta Platforms, Inc.Communication Services0.68%MGCVanguard Mega Cap ETFLarge Cap Blend Equities0.68%MGKVanguard Mega Cap Growth ETFLarge Cap Growth Equities0.68%MMM3M CompanyIndustrials0.68%MOAltria Group, Inc.Consumer Defensive0.68%MPLXMPLX LPEnergy0.68%MSFOYieldMax MSFT Option Income Strategy ETF Options Trading, Dividend0.68%MSFTMicrosoft CorporationTechnology0.68%MSTRMicroStrategy IncorporatedTechnology0.68%MSTYYieldMax™ MSTR Option Income Strategy ETFDerivative Income0.68%NFLYYieldMax NFLX Option Income Strategy ETFDerivative Income0.68%NNNNational Retail Properties, Inc.Real Estate0.68%NVDGraniteShares 2x Short NVDA Daily ETFInverse Equities, Leveraged0.68%NVDANVIDIA CorporationTechnology0.68%NVDYYieldMax NVDA Option Income Strategy ETFOptions Trading0.68%ORealty Income CorporationReal Estate0.68%OBDCBlue Owl Capital CorporationFinancial Services0.68%PAAPlains All American Pipeline, L.P.Energy0.68%PEPPepsiCo, Inc.Consumer Defensive0.68%PFCPremier Financial Corp.Financial Services0.68%PFFAVirtus InfraCap U.S. Preferred Stock ETFPreferred Stock/Convertible Bonds, Actively Managed0.68%PGThe Procter & Gamble CompanyConsumer Defensive0.68%PKPark Hotels & Resorts Inc.Real Estate0.68%PSECProspect Capital CorporationFinancial Services0.68%PYPYYieldmax PYPL Option Income Strategy ETFDerivative Income0.68%QCOMQUALCOMM IncorporatedTechnology0.68%QDTERoundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETFLarge Cap Blend Equities0.68%QLDProShares Ultra QQQLeveraged Equities, Leveraged0.68%QQQInvesco QQQ ETFLarge Cap Growth Equities0.68%QQQINEOS Nasdaq-100 High Income ETFDerivative Income0.68%QQQYDefiance Nasdaq 100 Enhanced Options Income ETFOptions Trading, Dividend0.68%QYLDGlobal X NASDAQ 100 Covered Call ETFDerivative Income0.68%QYLGGlobal X Nasdaq 100 Covered Call & Growth ETFLarge Cap Growth Equities0.68%RFRegions Financial CorporationFinancial Services0.68%RIETHoya Capital High Dividend Yield ETFREIT0.68%RITMRithm Capital Corp.Real Estate0.68%ROMProShares Ultra TechnologyLeveraged Equities, Leveraged0.68%RSPTInvesco S&P 500 Equal Weight Technology ETFTechnology Equities, S&P 5000.68%SCHDSchwab U.S. Dividend Equity ETFDividend0.68%SCHHSchwab US REIT ETFREIT0.68%SDIVGlobal X SuperDividend ETFGlobal Equities, Dividend0.68%SDYSPDR S&P Dividend ETFMid Cap Value Equities, Dividend0.68%SLRCSLR Investment Corp.Financial Services0.68%SMCISuper Micro Computer, Inc.Technology0.68%SMHVanEck Semiconductor ETFSemiconductors, Technology Equities0.68%SPYDSPDR Portfolio S&P 500 High Dividend ETFS&P 500, Dividend0.68%SPYINEOS S&P 500 High Income ETFDerivative Income, S&P 5000.68%SQYYieldMax SQ Option Income Strategy ETFDerivative Income0.68%SRPTSarepta Therapeutics, Inc.Healthcare0.68%SSOProShares Ultra S&P500Leveraged Equities, S&P 5000.68%STWDStarwood Property Trust, Inc.Real Estate0.68%SVOLSimplify Volatility Premium ETFVolatility, Actively Managed0.68%TAT&T Inc.Communication Services0.68%TECLDirexion Daily Technology Bull 3X SharesLeveraged Equities, Leveraged0.68%TGTXTG Therapeutics, Inc.Healthcare0.68%TSLYYieldMax TSLA Option Income Strategy ETFOptions Trading0.68%TXNTexas Instruments IncorporatedTechnology0.68%ULTYYieldMax Ultra Option Income Strategy ETFDerivative Income0.68%UNBUnion Bankshares, Inc.Financial Services0.68%UNHUnitedHealth Group IncorporatedHealthcare0.68%USDProShares Ultra SemiconductorsLeveraged Equities, Semiconductors0.68%VGTVanguard Information Technology ETFTechnology Equities0.68%VIGVanguard Dividend Appreciation ETFDividend0.68%VLYValley National BancorpFinancial Services0.68%VNQVanguard Real Estate ETFREIT0.68%VONGVanguard Russell 1000 Growth ETFLarge Cap Growth Equities0.68%VOOVanguard S&P 500 ETFS&P 5000.68%VOOGVanguard S&P 500 Growth ETFS&P 500, Large Cap Growth Equities0.68%VTIVanguard Total Stock Market ETFLarge Cap Blend Equities0.68%VUGVanguard Growth ETFLarge Cap Growth Equities0.68%VYMVanguard High Dividend Yield ETFDividend0.68%VZVerizon Communications Inc.Communication Services0.68%WESWestern Midstream Partners, LPEnergy0.68%WPCW. P. Carey Inc.Real Estate0.68%WSBCWesBanco, Inc.Financial Services0.68%WSMWilliams-Sonoma, Inc.Consumer Cyclical0.68%WTBAWest Bancorporation, Inc.Financial Services0.68%XLKState Street Technology Select Sector SPDR ETFTechnology Equities0.68%YBITYieldMax Bitcoin Option Income Strategy ETFCryptocurrency0.68%YBTCRoundhill Bitcoin Covered Call Strategy ETFCryptocurrency0.68%YMAGYieldMax Magnificent 7 Fund of Option Income ETFsLarge Cap Blend Equities0.68%Benchmark AgainstTickerBenchmark AgainstBenchmarkBenchmarkS&P 500 IndexRebalanceEvery 3 monthsRebalanceWe cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: CLCO.