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)	20.14%	30.22%	99.54%	-
Broadcom (AVGO)	5.93%	14.01%	84.1%	-
Schwab U.S. Large-Cap Growth ETF (SCHG)	4.08%	8.6%	79.28%	-
Hercules Capital (HTGC)	3.68%	3.44%	91.53%	-
Palantir (PLTR)	3.5%	3.5%	88.79%	-
Berkshire Hathaway (BRK.B)	3.02%	0%	39.28%	9/29/2023
Enterprise Products (EPD)	2.87%	4.66%	85.28%	-
BlackStone (BX)	2.76%	2.6%	73.03%	-
VICI Properties (VICI)	2.63%	0.92%	92.83%	-
Arbor Realty (ABR)	2.6%	0%	63.78%	5/28/2025
Main Street Capital (MAIN)	2.41%	2.77%	95.96%	-
Essential Properties (EPRT)	2.34%	2.51%	77.59%	-
Meta (META)	2.3%	2.26%	76.29%	-
Ares Capital (ARCC)	2.08%	1.66%	96.29%	-
Vanguard S&P 500 ETF (VOO)	2.07%	0%	32.12%	6/15/2023
MPLX (MPLX)	1.84%	4.86%	50.75%	-
CubeSmart (CUBE)	1.62%	1.97%	82.87%	-
Agree Realty (ADC)	1.44%	2.29%	80.59%	-
Energy Transfer (ET)	1.39%	3.3%	62.74%	-
IIPR (IIPR)	1.14%	1.06%	60.2%	-
triangulacapital	1.09%	0%	31.79%	6/9/2023
Starbucks (SBUX)	1.08%	0%	39.35%	2/23/2024
Realty Income (O)	0.92%	0%	73.81%	7/18/2025
Texas Roadhouse (TXRH)	0.9%	0%	44.1%	10/28/2024
Apple (AAPL)	0.87%	0%	29.58%	5/26/2023
Tesla (TSLA)	0.84%	0%	44.56%	3/11/2024
US Bancorp (USB)	0.79%	1.23%	67.36%	-
Coca-Cola (KO)	0.73%	0%	34.33%	8/23/2023
Devon Energy (DVN)	0.73%	0%	39.74%	4/1/2024
AbbVie (ABBV)	0.72%	0%	42.08%	10/28/2024
Intel (INTC)	0.69%	0%	40.26%	11/17/2023
Medical Properties Trust (MPT)	0.68%	0%	66.84%	2/28/2025
Western Midstream (WES)	0.62%	2.73%	27.82%	-
Medtronic (MDT.US)	0.57%	0%	46.45%	7/31/2024
NVIDIA (NVDA)	0.56%	1.06%	49.64%	-
iShares Core Dividend Growth ETF (DGRO)	0.55%	0%	22.35%	9/18/2023
Invesco QQQ (QQQ)	0.52%	0%	32.12%	6/8/2023
iShares Select Dividend ETF (DVY)	0.5%	0%	28.73%	7/27/2023
Vanguard Total Stock Market ETF (VTI)	0.48%	0%	32.12%	6/8/2023
Kroger (KR)	0.45%	0%	27.49%	1/12/2024
Monabel	0.43%	0%	7.1%	4/25/2022
AT&T (T)	0.43%	0%	39.48%	12/13/2023
iPath Bloomberg Commodity Index Total Return ETN (DJP)	0.43%	0%	37.98%	9/22/2023
Regions (RF)	0.43%	0%	27.75%	1/16/2024
Enbridge (ENB)	0.39%	0%	38.24%	12/8/2023
Altria (MO)	0.38%	0%	36.48%	10/11/2023
Amazon (AMZN)	0.37%	0%	44.43%	5/14/2024
Capital Southwest (CSWC)	0.36%	0.63%	29.84%	-
Costco (COST)	0.35%	0%	29.51%	7/26/2023
Merck (MRK)	0.35%	0%	37.2%	8/28/2024
Fmarcal	0.33%	0%	49.19%	3/7/2024
Microsoft (MSFT)	0.33%	0%	28.53%	5/5/2023
Life Storage Inc (LSI)	0.32%	0%	19.61%	7/24/2023
Southern Co (SO)	0.32%	0%	33.94%	1/2/2024
Verizon (VZ)	0.31%	0%	38.63%	11/16/2023
Vanguard Growth ETF (VUG)	0.31%	0%	15.24%	12/2/2022
WP Carey (WPC)	0.31%	0%	40.59%	12/13/2023
Global X Lithium & Battery Tech ETF (LIT)	0.31%	0%	44.23%	12/15/2023
BMW (BMW.DE)	0.3%	0%	23.58%	2/9/2023
Prologis (PLD)	0.29%	0%	27.75%	1/17/2024
Iron Mountain (IRM)	0.29%	0%	28.66%	6/5/2023
Blue Owl (OBDC)	0.28%	0%	17.13%	2/18/2026
VanEck Vectors Semiconductor ETF (SMH)	0.28%	0%	32.05%	6/13/2023
Four-Horsemen	0.27%	0%	8.01%	5/9/2022
SPDR Portfolio S&P 500 High Dividend ETF (SPYD)	0.25%	0%	34.33%	10/9/2023
British American Tobacco (BTI)	0.23%	0%	31.66%	12/15/2023
Intuit (INTU)	0.23%	0%	17.33%	4/22/2024
NNN (NNN)	0.22%	1.3%	17.85%	-
Duke Energy (DUK)	0.2%	0%	27.17%	6/8/2023
iShares Core High Dividend ETF (HDV)	0.19%	0%	28.93%	7/25/2023
Ally (ALLY)	0.19%	0%	42.35%	12/13/2023
AEP (AEP)	0.19%	0%	29.32%	12/12/2023
Golden Ocean (GOGL.US)	0.18%	0%	33.81%	12/15/2023
NextEra (NEE)	0.18%	0%	39.48%	3/25/2024
State Street Financial Select Sector SPDR ETF (XLF)	0.18%	0%	31.27%	6/8/2023
Global X Nasdaq 100 Covered Call ETF (QYLD)	0.18%	0%	23.19%	7/25/2023
State Street Utilities Select Sector SPDR ETF (XLU)	0.17%	0%	8.08%	8/3/2022
Bank of America (BAC)	0.17%	0%	30.42%	10/9/2023
Starwood Property Trust (STWD)	0.15%	0%	26.38%	10/2/2023
Spirit Realty Capital Inc (SRC)	0.14%	0%	25.41%	6/8/2023
Vanguard Real Estate ETF (VNQ)	0.14%	0%	30.75%	9/11/2023
NextEra Energy Partners (XIFR)	0.14%	0%	36.94%	7/9/2024
Vanguard S&P 500 Value ETF (VOOV)	0.13%	0%	5.02%	3/29/2022
Vanguard Value ETF (VTV)	0.13%	0%	4.23%	3/25/2022
Comcast (CMCSA)	0.12%	0%	10.81%	4/28/2023
American Tower (AMT)	0.12%	0%	16.22%	11/3/2023
Home Depot (HD)	0.11%	0%	29.45%	6/8/2023
Trinity Capital (TRIN)	0.11%	1.14%	14.59%	-
Chevron (CVX)	0.11%	0%	7.69%	1/20/2023
Interpublic Group (IPG)	0.11%	0%	16.42%	1/12/2024
STAG (STAG)	0.1%	0%	27.17%	6/8/2023
Phillips 66 (PSX)	0.1%	0%	9.58%	11/15/2022
BNY Mellon (BK)	0.09%	0%	12.7%	1/3/2023
PepsiCo (PEP)	0.09%	0%	9.19%	8/18/2023
Mastercard (MA)	0.09%	0%	9.97%	6/14/2023
State Street Energy Select Sector SPDR ETF (XLE)	0.08%	0%	11.47%	11/2/2022
Verisign (VRSN)	0.08%	0%	24.04%	5/3/2023
Direxion Daily S&P 500 Bull 3X (SPXL)	0.08%	0%	3.97%	3/29/2022
Walgreens (WBA)	0.07%	0%	7.62%	7/27/2023
SPDR S&P Oil & Gas Exploration & Production ETF (XOP)	0.07%	0%	2.67%	2/28/2022
Hannon Armstrong (HASI)	0.07%	0%	30.42%	12/15/2023
State Street Technology Select Sector SPDR ETF (XLK)	0.06%	0%	3.58%	3/29/2022
NSA (NSA)	0.06%	0%	9.64%	9/29/2023
Clearway Energy (CWEN)	0.06%	0%	23.58%	12/15/2023
Analisisciclico	0.06%	0%	4.82%	4/17/2022
The Cheesecake Factory (CAKE)	0.06%	0%	9.25%	11/2/2023
Alphabet (GOOGL)	0.06%	0%	29.25%	6/5/2023
Omega Healthcare (OHI)	0.05%	0%	6.45%	9/4/2022
SPDR S&P Bank ETF (KBE)	0.05%	0%	42.8%	12/15/2023
Moody's (MCO)	0.05%	0%	4.5%	3/22/2024
ONEOK (OKE)	0.04%	0%	12.77%	1/10/2023
Procter & Gamble (PG)	0.04%	0%	4.3%	4/8/2022
iShares Silver Trust (SLV)	0.04%	0%	10.42%	12/2/2022
Vanguard Small-Cap ETF (VB)	0.04%	0%	4.82%	2/27/2024
Johnson & Johnson (JNJ)	0.04%	0%	3.58%	3/28/2022
Blue Owl Capital (OWL)	0.03%	0.76%	5.41%	-
Vanguard Information Technology (VGT)	0.03%	0%	3.58%	3/28/2022
State Street Consumer Staples Select Sector SPDR ETF (XLP)	0.03%	0%	5.02%	8/22/2022
iShares S&P Mid-Cap 400 Value ETF (IJJ)	0.03%	0%	3.84%	3/21/2022
Edison (EIX)	0.03%	0.5%	6.06%	-
Exelon (EXC)	0.03%	0%	4.1%	9/9/2022
iShares Global REIT ETF (REET)	0.02%	0%	4.36%	3/29/2022
Lockheed Martin (LMT)	0.02%	0%	2.21%	3/2/2022
FirstEnergy (FE)	0.02%	0%	3.71%	8/23/2022
SoFi (SOFI)	0.02%	0%	8.6%	7/17/2024
Old Republic (ORI)	0.02%	0%	2.28%	1/26/2026
Global X SuperDividend ETF (SDIV)	0.02%	0%	1.43%	3/24/2022
Store Capital Corp. (STOR)	0.02%	0%	3.19%	4/28/2022
TSMC (TSM)	0.02%	0%	4.82%	2/15/2023
Lowe's (LOW)	0.02%	0%	1.37%	3/9/2022
Lam Research (LRCX)	0.02%	0%	2.08%	4/8/2024
Kraft Heinz (KHC)	0.01%	0%	2.02%	4/4/2022
AMD (AMD)	0.01%	0%	2.08%	4/8/2024
Global SuperDividend US ETF (DIV)	0.01%	0%	1.3%	3/22/2022
Applied Materials (AMAT)	0.01%	0%	2.08%	4/8/2024
Qualcomm (QCOM)	0.01%	0%	2.48%	4/8/2024
Shopify (SHOP)	0.01%	0%	2.67%	6/15/2023
Huntington (HBAN)	0.01%	0%	2.48%	8/2/2022
FS KKR (FSK)	0.01%	0%	1.56%	4/4/2022
Evergy (EVRG)	0.01%	0%	3.26%	8/23/2022
Leggett & Platt (LEG)	0%	0%	1.24%	3/29/2022
Dominion Energy (D)	0%	0%	1.76%	7/28/2022
Prospect Capital (PSEC)	0%	0%	0.78%	3/28/2022
Annaly (NLY)	0%	0%	0.78%	3/28/2022
T. Rowe Price (TROW)	0%	0%	0.78%	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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