LMarcal assets history on eToro

Holdings over time

(Since January 5, 2022)

Instrument	Avg. Exposure	Current Exposure	Time Holding	Last Closed
Schwab US Dividend Equity ETF (SCHD)	19.85%	31.14%	99.66%	-
Broadcom (AVGO)	5.75%	12.04%	83.76%	-
Schwab U.S. Large-Cap Growth ETF (SCHG)	3.96%	8.21%	78.79%	-
Hercules Capital (HTGC)	3.7%	3.34%	91.41%	-
Palantir (PLTR)	3.5%	3.92%	88.59%	-
Berkshire Hathaway (BRK.B)	3.11%	0%	40.47%	9/29/2023
Enterprise Products (EPD)	2.81%	4.93%	84.97%	-
BlackStone (BX)	2.78%	2.31%	72.35%	-
VICI Properties (VICI)	2.68%	0.99%	92.75%	-
Arbor Realty (ABR)	2.67%	0%	65.7%	5/28/2025
Main Street Capital (MAIN)	2.4%	3%	95.97%	-
Essential Properties (EPRT)	2.33%	2.69%	77.05%	-
Meta (META)	2.31%	2.25%	75.7%	-
Vanguard S&P 500 ETF (VOO)	2.13%	0%	33.09%	6/15/2023
Ares Capital (ARCC)	2.1%	1.62%	96.31%	-
MPLX (MPLX)	1.75%	5.31%	49.4%	-
CubeSmart (CUBE)	1.62%	2.05%	82.48%	-
Agree Realty (ADC)	1.41%	2.43%	80.13%	-
Energy Transfer (ET)	1.33%	3.4%	61.74%	-
IIPR (IIPR)	1.14%	1.13%	59.13%	-
triangulacapital	1.13%	0%	32.75%	6/9/2023
Starbucks (SBUX)	1.12%	0%	40.54%	2/23/2024
Realty Income (O)	0.95%	0%	76.04%	7/18/2025
Texas Roadhouse (TXRH)	0.93%	0%	45.44%	10/28/2024
Apple (AAPL)	0.9%	0%	30.47%	5/26/2023
Tesla (TSLA)	0.87%	0%	45.91%	3/11/2024
US Bancorp (USB)	0.78%	1.18%	66.51%	-
Coca-Cola (KO)	0.75%	0%	35.37%	8/23/2023
Devon Energy (DVN)	0.75%	0%	40.94%	4/1/2024
AbbVie (ABBV)	0.74%	0%	43.36%	10/28/2024
Intel (INTC)	0.71%	0%	41.48%	11/17/2023
Medical Properties Trust (MPT)	0.7%	0%	68.86%	2/28/2025
Medtronic (MDT.US)	0.58%	0%	47.85%	7/31/2024
iShares Core Dividend Growth ETF (DGRO)	0.56%	0%	23.02%	9/18/2023
Western Midstream (WES)	0.56%	2.91%	25.77%	-
NVIDIA (NVDA)	0.55%	0.98%	48.26%	-
Invesco QQQ (QQQ)	0.53%	0%	33.09%	6/8/2023
iShares Select Dividend ETF (DVY)	0.52%	0%	29.6%	7/27/2023
Vanguard Total Stock Market ETF (VTI)	0.5%	0%	33.09%	6/8/2023
Kroger (KR)	0.46%	0%	28.32%	1/12/2024
Monabel	0.45%	0%	7.32%	4/25/2022
AT&T (T)	0.44%	0%	40.67%	12/13/2023
iPath Bloomberg Commodity Index Total Return ETN (DJP)	0.44%	0%	39.13%	9/22/2023
Regions (RF)	0.44%	0%	28.59%	1/16/2024
Enbridge (ENB)	0.4%	0%	39.4%	12/8/2023
Altria (MO)	0.39%	0%	37.58%	10/11/2023
Amazon (AMZN)	0.38%	0%	45.77%	5/14/2024
Costco (COST)	0.36%	0%	30.4%	7/26/2023
Merck (MRK)	0.36%	0%	38.32%	8/28/2024
Capital Southwest (CSWC)	0.35%	0.5%	27.85%	-
Fmarcal	0.34%	0%	50.67%	3/7/2024
Microsoft (MSFT)	0.34%	0%	29.4%	5/5/2023
Life Storage Inc (LSI)	0.33%	0%	20.2%	7/24/2023
Southern Co (SO)	0.33%	0%	34.97%	1/2/2024
Verizon (VZ)	0.32%	0%	39.8%	11/16/2023
Vanguard Growth ETF (VUG)	0.32%	0%	15.7%	12/2/2022
WP Carey (WPC)	0.32%	0%	41.81%	12/13/2023
Global X Lithium & Battery Tech ETF (LIT)	0.31%	0%	45.57%	12/15/2023
BMW (BMW.DE)	0.31%	0%	24.3%	2/9/2023
Prologis (PLD)	0.3%	0%	28.59%	1/17/2024
Iron Mountain (IRM)	0.3%	0%	29.53%	6/5/2023
Blue Owl (OBDC)	0.29%	0%	17.65%	2/18/2026
VanEck Vectors Semiconductor ETF (SMH)	0.29%	0%	33.02%	6/13/2023
Four-Horsemen	0.27%	0%	8.26%	5/9/2022
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)	0.26%	0%	35.37%	10/9/2023
British American Tobacco (BTI)	0.24%	0%	32.62%	12/15/2023
Intuit (INTU)	0.23%	0%	17.85%	4/22/2024
Duke Energy (DUK)	0.21%	0%	27.99%	6/8/2023
iShares Core High Dividend ETF (HDV)	0.2%	0%	29.8%	7/25/2023
Ally (ALLY)	0.2%	0%	43.62%	12/13/2023
AEP (AEP)	0.19%	0%	30.2%	12/12/2023
NNN (NNN)	0.19%	1.35%	15.5%	-
Golden Ocean (GOGL.US)	0.19%	0%	34.83%	12/15/2023
NextEra (NEE)	0.19%	0%	40.67%	3/25/2024
State Street Financial Select Sector SPDR ETF (XLF)	0.18%	0%	32.21%	6/8/2023
Global X Nasdaq 100 Covered Call ETF (QYLD)	0.18%	0%	23.89%	7/25/2023
State Street Utilities Select Sector SPDR ETF (XLU)	0.18%	0%	8.32%	8/3/2022
Bank of America (BAC)	0.17%	0%	31.34%	10/9/2023
Starwood Property Trust (STWD)	0.16%	0%	27.18%	10/2/2023
Spirit Realty Capital Inc (SRC)	0.15%	0%	26.17%	6/8/2023
Vanguard Real Estate ETF (VNQ)	0.14%	0%	31.68%	9/11/2023
NextEra Energy Partners (XIFR)	0.14%	0%	38.05%	7/9/2024
Vanguard S&P 500 Value ETF (VOOV)	0.14%	0%	5.17%	3/29/2022
Vanguard Value ETF (VTV)	0.13%	0%	4.36%	3/25/2022
Comcast (CMCSA)	0.13%	0%	11.14%	4/28/2023
American Tower (AMT)	0.12%	0%	16.71%	11/3/2023
Home Depot (HD)	0.12%	0%	30.34%	6/8/2023
Chevron (CVX)	0.11%	0%	7.92%	1/20/2023
Interpublic Group (IPG)	0.11%	0%	16.91%	1/12/2024
STAG (STAG)	0.11%	0%	27.99%	6/8/2023
Phillips 66 (PSX)	0.1%	0%	9.87%	11/15/2022
BNY Mellon (BK)	0.1%	0%	13.09%	1/3/2023
PepsiCo (PEP)	0.09%	0%	9.46%	8/18/2023
Mastercard (MA)	0.09%	0%	10.27%	6/14/2023
State Street Energy Select Sector SPDR ETF (XLE)	0.09%	0%	11.81%	11/2/2022
Verisign (VRSN)	0.08%	0%	24.77%	5/3/2023
Trinity Capital (TRIN)	0.08%	1.09%	12.15%	-
Direxion Daily S&P 500 Bull 3X (SPXL)	0.08%	0%	4.09%	3/29/2022
Walgreens (WBA)	0.07%	0%	7.85%	7/27/2023
SPDR S&P Oil & Gas Exploration & Production ETF (XOP)	0.07%	0%	2.75%	2/28/2022
Hannon Armstrong (HASI)	0.07%	0%	31.34%	12/15/2023
State Street Technology Select Sector SPDR ETF (XLK)	0.07%	0%	3.69%	3/29/2022
NSA (NSA)	0.07%	0%	9.93%	9/29/2023
Clearway Energy (CWEN)	0.06%	0%	24.3%	12/15/2023
Analisisciclico	0.06%	0%	4.97%	4/17/2022
The Cheesecake Factory (CAKE)	0.06%	0%	9.53%	11/2/2023
Alphabet (GOOGL)	0.06%	0%	30.13%	6/5/2023
Omega Healthcare (OHI)	0.06%	0%	6.64%	9/4/2022
SPDR S&P Bank ETF (KBE)	0.05%	0%	44.09%	12/15/2023
Moody's (MCO)	0.05%	0%	4.63%	3/22/2024
ONEOK (OKE)	0.05%	0%	13.15%	1/10/2023
Procter & Gamble (PG)	0.04%	0%	4.43%	4/8/2022
iShares Silver Trust (SLV)	0.04%	0%	10.74%	12/2/2022
Vanguard Small-Cap ETF (VB)	0.04%	0%	4.97%	2/27/2024
Johnson & Johnson (JNJ)	0.04%	0%	3.69%	3/28/2022
Vanguard Information Technology (VGT)	0.03%	0%	3.69%	3/28/2022
State Street Consumer Staples Select Sector SPDR ETF (XLP)	0.03%	0%	5.17%	8/22/2022
iShares S&P Mid-Cap 400 Value ETF (IJJ)	0.03%	0%	3.96%	3/21/2022
Exelon (EXC)	0.03%	0%	4.23%	9/9/2022
iShares Global REIT ETF (REET)	0.03%	0%	4.5%	3/29/2022
Lockheed Martin (LMT)	0.03%	0%	2.28%	3/2/2022
FirstEnergy (FE)	0.02%	0%	3.83%	8/23/2022
SoFi (SOFI)	0.02%	0%	8.86%	7/17/2024
Old Republic (ORI)	0.02%	0%	2.35%	1/26/2026
Global X SuperDividend ETF (SDIV)	0.02%	0%	1.48%	3/24/2022
Store Capital Corp. (STOR)	0.02%	0%	3.29%	4/28/2022
TSMC (TSM)	0.02%	0%	4.97%	2/15/2023
Lowe's (LOW)	0.02%	0%	1.41%	3/9/2022
Lam Research (LRCX)	0.02%	0%	2.15%	4/8/2024
Blue Owl Capital (OWL)	0.02%	0.7%	2.68%	-
Kraft Heinz (KHC)	0.01%	0%	2.08%	4/4/2022
AMD (AMD)	0.01%	0%	2.15%	4/8/2024
Global SuperDividend US ETF (DIV)	0.01%	0%	1.34%	3/22/2022
Edison (EIX)	0.01%	0.54%	3.36%	-
Applied Materials (AMAT)	0.01%	0%	2.15%	4/8/2024
Qualcomm (QCOM)	0.01%	0%	2.55%	4/8/2024
Shopify (SHOP)	0.01%	0%	2.75%	6/15/2023
Huntington (HBAN)	0.01%	0%	2.55%	8/2/2022
FS KKR (FSK)	0.01%	0%	1.61%	4/4/2022
Evergy (EVRG)	0.01%	0%	3.36%	8/23/2022
Leggett & Platt (LEG)	0%	0%	1.28%	3/29/2022
Dominion Energy (D)	0%	0%	1.81%	7/28/2022
Prospect Capital (PSEC)	0%	0%	0.81%	3/28/2022
Annaly (NLY)	0%	0%	0.81%	3/28/2022
T. Rowe Price (TROW)	0%	0%	0.81%	8/1/2022
Warner Bros Discovery (WBD)	0%	0%	0.13%	4/14/2022
Net Lease Office Properties (NLOP)	0%	0%	0%	-

Portfolio Time Machine

Portfolio date

2026

Instrument	Invested	Value
Schwab US Dividend Equity ETF (SCHD)	34.58%	27.97%
Broadcom (AVGO)	5.4%	13.1%
Schwab U.S. Large-Cap Growth ETF (SCHG)	8.72%	9.1%
MPLX (MPLX)	5.83%	5.03%
Palantir (PLTR)	1.23%	4.61%
Enterprise Products (EPD)	5.12%	4.36%
Hercules Capital (HTGC)	4.28%	4.26%
BlackStone (BX)	2.56%	3.36%
Main Street Capital (MAIN)	3.2%	3.29%
Energy Transfer (ET)	3.92%	3.11%
Western Midstream (WES)	3.71%	2.86%
Essential Properties (EPRT)	2.62%	2.41%
Meta (META)	0.81%	2.4%
Agree Realty (ADC)	2.71%	2.24%
CubeSmart (CUBE)	2.51%	1.91%
Ares Capital (ARCC)	2.37%	1.81%
Blue Owl (OBDC)	2.19%	1.55%
US Bancorp (USB)	1.14%	1.25%
NNN (NNN)	1.62%	1.23%
NVIDIA (NVDA)	1.27%	1.06%
IIPR (IIPR)	1.47%	1.03%
Old Republic (ORI)	1.34%	1.02%
VICI Properties (VICI)	1.27%	0.98%

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