| IiShares安硕信托IVV |
| 10.26% | 9.73% | $1,995.7万 | 2.7万股 | $1,585.9万 | 2.4万股 | +2,371股+9.77% | 加仓 |
 PEOPLES BANCORPPEBO |
| 8.76% | 8.95% | $1,703.7万 | 44.4万股 | $1,458.2万 | 44.4万股 | -55股-0.01% | 减仓 |
| IiShares安硕信托IVW |
| 6.61% | 5.92% | $1,286.5万 | 9.4万股 | $963.9万 | 8.5万股 | +8,325股+9.77% | 加仓 |
| IiShares安硕·COREIJH |
| 5.23% | 5.18% | $1,017.3万 | 13.2万股 | $843.5万 | 12.5万股 | +7,021股+5.62% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.88% | 3.98% | $755.5万 | 1.0万股 | $648.6万 | 9,973股 | +144股+1.44% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 3.17% | 3.34% | $617.2万 | 1.5万股 | $544.9万 | 1.5万股 | -210股-1.37% | 减仓 |
| IiShares安硕·S&PIVE |
| 3.03% | 2.8% | $588.7万 | 2.6万股 | $455.8万 | 2.2万股 | +4,341股+20.11% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.88% | 3.57% | $560.9万 | 9.5万股 | $581.1万 | 9.8万股 | -2,487股-2.55% | 减仓 |
 苹果AAPL |
| 2.84% | 2.81% | $551.7万 | 1.9万股 | $457.7万 | 1.8万股 | +1,032股+5.72% | 加仓 |
| IiShares安硕·COREIJR |
| 2.66% | 2.7% | $518.1万 | 3.5万股 | $439.2万 | 3.5万股 | -398股-1.13% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.62% | 2.11% | $509.4万 | 6.2万股 | $343.5万 | 4.2万股 | +2.0万股+49.10% | 加仓 |
| IiShares安硕信托IGIB |
| 2.44% | 2.52% | $474.6万 | 8.9万股 | $410.7万 | 7.7万股 | +1.2万股+15.68% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.2% | 2.24% | $427.1万 | 8.9万股 | $365.7万 | 7.5万股 | +1.3万股+17.31% | 加仓 |
 雪佛龙CVX |
| 2.04% | 3% | $396.8万 | 2.4万股 | $489.2万 | 2.4万股 | +294股+1.24% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.02% | 1.8% | $393.5万 | 5.5万股 | $292.9万 | 4.6万股 | +9,513股+20.81% | 加仓 |
 摩根大通JPM |
| 2% | 2.12% | $389.8万 | 1.2万股 | $345.5万 | 1.2万股 | +164股+1.40% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.56% | 1.38% | $303.4万 | 5.6万股 | $224.0万 | 4.2万股 | +1.4万股+32.32% | 加仓 |
 美光科技MU |
| 1.45% | 0.51% | $281.3万 | 2,437股 | $82.3万 | 2,437股 | 00.00% | 持仓不变 |
| IiShares安硕信托DIVB |
| 1.34% | 1.05% | $260.9万 | 4.2万股 | $170.9万 | 3.2万股 | +1.1万股+33.75% | 加仓 |
 英伟达NVDA |
| 1.33% | 1.22% | $259.5万 | 1.3万股 | $198.2万 | 1.1万股 | +1,604股+14.11% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.28% | 1.19% | $249.4万 | 9.4万股 | $193.8万 | 7.4万股 | +2.0万股+27.10% | 加仓 |
 微软MSFT |
| 1.18% | 1.27% | $229.8万 | 6,160股 | $207.2万 | 5,598股 | +562股+10.04% | 加仓 |
 亚马逊AMZN |
| 1.12% | 1.05% | $217.8万 | 9,137股 | $170.5万 | 8,185股 | +952股+11.63% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.08% | 1.14% | $209.2万 | 1.9万股 | $186.1万 | 1.9万股 | -181股-0.95% | 减仓 |
 宝洁PG |
| 1.07% | 1.46% | $208.0万 | 1.4万股 | $237.3万 | 1.6万股 | -2,243股-13.65% | 减仓 |
 埃克森美孚XOM |
| 1% | 1.5% | $194.5万 | 1.4万股 | $245.1万 | 1.4万股 | -221股-1.53% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.99% | 0.96% | $191.7万 | 3.2万股 | $155.8万 | 2.9万股 | +3,291股+11.42% | 加仓 |
 Meta平台META |
| 0.95% | 1.12% | $185.2万 | 3,287股 | $182.5万 | 3,190股 | +97股+3.04% | 加仓 |
| F富达Covington信托FESM |
| 0.92% | 0.56% | $178.4万 | 3.7万股 | $91.9万 | 2.4万股 | +1.3万股+52.88% | 加仓 |
 康宁GLW |
| 0.74% | 0.49% | $143.1万 | 5,604股 | $79.5万 | 5,850股 | -246股-4.21% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.73% | 0.74% | $142.4万 | 2.7万股 | $120.5万 | 2.3万股 | +4,250股+18.54% | 加仓 |
| V先锋领航指数基金VOO |
| 0.73% | 0.59% | $141.9万 | 1,927股 | $95.9万 | 1,661股 | +266股+16.01% | 加仓 |
 谷歌AGOOGL |
| 0.68% | 0.65% | $131.6万 | 3,682股 | $105.6万 | 3,672股 | +10股+0.27% | 加仓 |
 应用材料AMAT |
| 0.68% | 0.39% | $131.4万 | 1,818股 | $63.7万 | 1,863股 | -45股-2.42% | 减仓 |
| EESCALADE INC COMESCA |
| 0.63% | 0.69% | $122.7万 | 6.5万股 | $112.1万 | 6.5万股 | 00.00% | 持仓不变 |
 雷诺士LII |
| 0.63% | 0.61% | $122.6万 | 2,140股 | $99.3万 | 2,140股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.63% | 0.63% | $122.0万 | 2.1万股 | $102.9万 | 2.1万股 | +307股+1.45% | 加仓 |
 迪尔DE |
| 0.55% | 0.6% | $107.0万 | 1,687股 | $97.0万 | 1,722股 | -35股-2.03% | 减仓 |
 Phillips 66PSX |
| 0.54% | 0.7% | $105.9万 | 6,262股 | $114.3万 | 6,274股 | -12股-0.19% | 减仓 |
 礼来LLY |
| 0.54% | 0.46% | $104.7万 | 873股 | $74.2万 | 807股 | +66股+8.18% | 加仓 |
 甲骨文ORCL |
| 0.52% | 0.6% | $101.1万 | 6,897股 | $98.1万 | 6,667股 | +230股+3.45% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.48% | 0.54% | $92.9万 | 8,939股 | $87.5万 | 9,008股 | -69股-0.77% | 减仓 |
 思科CSCO |
| 0.47% | 0.38% | $92.3万 | 7,860股 | $62.0万 | 7,988股 | -128股-1.60% | 减仓 |
 家得宝HD |
| 0.46% | 0.53% | $90.4万 | 2,564股 | $85.6万 | 2,604股 | -40股-1.54% | 减仓 |
 默沙东MRK |
| 0.46% | 0.51% | $89.1万 | 6,930股 | $82.3万 | 6,841股 | +89股+1.30% | 加仓 |
| V先锋领航全球基金VGT |
| 0.45% | 0.39% | $88.1万 | 7,372股 | $64.3万 | 922股 | +6,450股+699.57% | 加仓 |
 摩根士丹利MS |
| 0.45% | 0.45% | $87.6万 | 4,189股 | $73.0万 | 4,433股 | -244股-5.50% | 减仓 |
 CSX铁路CSX |
| 0.45% | 0.46% | $86.8万 | 1.8万股 | $75.5万 | 1.8万股 | -125股-0.68% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.44% | 0.51% | $86.4万 | 5,677股 | $83.7万 | 5,738股 | -61股-1.06% | 减仓 |
| IiShares安硕信托IEFA |
| 0.44% | 0.52% | $86.1万 | 8,914股 | $84.1万 | 9,291股 | -377股-4.06% | 减仓 |
