| IiShares安硕信托IDV |
| 7.11% | 7.69% | $1,422.1万 | 34.3万股 | $1,291.1万 | 30.3万股 | +4.0万股+13.15% | 加仓 |
| V先锋领航指数基金VUG |
| 6.91% | 5.45% | $1,381.4万 | 16.0万股 | $916.2万 | 2.1万股 | +13.9万股+664.47% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.75% | 4.98% | $948.9万 | 32.8万股 | $836.0万 | 33.3万股 | -5,391股-1.62% | 减仓 |
| V先锋领航STAR基金VXUS |
| 3.73% | 3.17% | $746.3万 | 8.7万股 | $531.8万 | 6.9万股 | +1.8万股+26.58% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 3.11% | 2.98% | $622.6万 | 16.1万股 | $500.5万 | 14.3万股 | +1.8万股+12.37% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.88% | 3.06% | $575.4万 | 6.9万股 | $514.1万 | 6.8万股 | +242股+0.35% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.66% | 2.15% | $531.0万 | 2.8万股 | $360.4万 | 2.7万股 | +754股+2.78% | 加仓 |
| V先锋领航指数基金VOO |
| 2.49% | 2.21% | $497.5万 | 7,243股 | $371.5万 | 6,217股 | +1,026股+16.50% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 2.29% | 2.08% | $458.2万 | 8.4万股 | $350.0万 | 6.5万股 | +1.9万股+29.78% | 加仓 |
 英特尔INTC |
| 2.17% | 0.33% | $433.5万 | 3.1万股 | $54.6万 | 1.2万股 | +1.9万股+150.95% | 加仓 |
| S道富SPSM |
| 2.14% | 2.05% | $427.5万 | 7.4万股 | $343.7万 | 7.1万股 | +3,007股+4.23% | 加仓 |
 苹果AAPL |
| 2.03% | 2.25% | $406.4万 | 1.4万股 | $378.3万 | 1.5万股 | -861股-5.78% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.89% | 2.05% | $377.3万 | 2.4万股 | $344.7万 | 2.3万股 | +604股+2.60% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.69% | 1.25% | $337.5万 | 8.5万股 | $210.7万 | 5.9万股 | +2.6万股+44.65% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 1.63% | 1.62% | $326.3万 | 18.4万股 | $271.4万 | 17.3万股 | +1.1万股+6.11% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.58% | 1.81% | $315.9万 | 6,313股 | $304.7万 | 6,359股 | -46股-0.72% | 减仓 |
 微软MSFT |
| 1.46% | 1.31% | $291.0万 | 7,802股 | $220.3万 | 5,952股 | +1,850股+31.08% | 加仓 |
 卡特彼勒CAT |
| 1.41% | 1.51% | $282.1万 | 2,649股 | $253.9万 | 3,583股 | -934股-26.07% | 减仓 |
 亚马逊AMZN |
| 1.41% | 1.53% | $281.9万 | 1.2万股 | $256.4万 | 1.2万股 | -481股-3.91% | 减仓 |
 沃尔玛WMT |
| 1.34% | 1.67% | $268.9万 | 2.4万股 | $280.8万 | 2.3万股 | +1,152股+5.10% | 加仓 |
| SSPDR黄金信托GLD |
| 1.18% | 1.67% | $235.0万 | 6,378股 | $279.7万 | 6,501股 | -123股-1.89% | 减仓 |
 谷歌AGOOGL |
| 1.1% | 1.1% | $219.9万 | 6,153股 | $185.2万 | 6,440股 | -287股-4.46% | 减仓 |
| V先锋领航指数基金VTV |
| 1.08% | 1.11% | $216.7万 | 9,942股 | $186.4万 | 9,502股 | +440股+4.63% | 加仓 |
 摩根大通JPM |
| 1.08% | 1.17% | $215.6万 | 6,585股 | $196.1万 | 6,666股 | -81股-1.22% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.05% | 1.09% | $210.0万 | 2,813股 | $182.7万 | 2,809股 | +4股+0.14% | 加仓 |
| I景顺·S&PSPHQ |
| 1.05% | 1.04% | $208.9万 | 2.3万股 | $174.4万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.96% | 1.02% | $192.3万 | 4.1万股 | $170.7万 | 4.0万股 | +809股+2.01% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.95% | 0.87% | $190.9万 | 6.9万股 | $146.9万 | 6.2万股 | +7,509股+12.20% | 加仓 |
 好市多COST |
| 0.94% | 1.19% | $187.3万 | 2,002股 | $199.5万 | 2,002股 | 00.00% | 持仓不变 |
 COMSTOCK RESCRK |
| 0.93% | 1.45% | $185.4万 | 12.4万股 | $244.2万 | 11.6万股 | +8,398股+7.25% | 加仓 |
| G通用动力VTI |
| 0.9% | 0.97% | $179.2万 | 4,843股 | $163.2万 | 5,086股 | -243股-4.78% | 减仓 |
 高盛GS |
| 0.87% | 1.3% | $174.8万 | 1,728股 | $218.7万 | 2,585股 | -857股-33.15% | 减仓 |
 台积电TSM |
| 0.86% | 0.68% | $171.1万 | 3,582股 | $114.7万 | 3,395股 | +187股+5.51% | 加仓 |
| V先锋领航·TOTALBND |
| 0.84% | 0.51% | $167.1万 | 2.3万股 | $86.3万 | 1.2万股 | +1.1万股+94.15% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.81% | 0.77% | $162.2万 | 2.7万股 | $130.1万 | 2.4万股 | +3,103股+12.89% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.79% | 0.79% | $158.9万 | 2.2万股 | $132.0万 | 2.1万股 | +481股+2.27% | 加仓 |
 HCA医疗HCA |
| 0.76% | 1.09% | $151.0万 | 3,872股 | $183.3万 | 3,874股 | -2股-0.05% | 减仓 |
 CHUBB LIMITEDCB |
| 0.74% | 0.84% | $147.4万 | 4,325股 | $140.9万 | 4,324股 | +1股+0.02% | 加仓 |
| S嘉信策略信托SCHE |
| 0.73% | 0.79% | $146.5万 | 4.0万股 | $132.2万 | 4.0万股 | +274股+0.68% | 加仓 |
| S嘉信策略信托SCHD |
| 0.73% | 0.83% | $145.0万 | 4.6万股 | $139.9万 | 4.6万股 | +125股+0.27% | 加仓 |
 英伟达NVDA |
| 0.68% | 0.76% | $136.9万 | 6,844股 | $127.2万 | 7,294股 | -450股-6.17% | 减仓 |
| V先锋领航全球基金VFH |
| 0.68% | 0.89% | $136.9万 | 1.0万股 | $149.8万 | 1.2万股 | -2,003股-16.15% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.67% | — | $133.6万 | 642股 | $0 | 0股 | +642股 | 新买入 |
| SSPDR行业精选信托XLU |
| 0.64% | 0.67% | $128.4万 | 2.8万股 | $112.7万 | 2.5万股 | +3,753股+15.28% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.63% | 0.66% | $125.9万 | 2.8万股 | $110.2万 | 2.8万股 | +40股+0.14% | 加仓 |
 ServiceNowNOW |
| 0.63% | 0.56% | $125.1万 | 1.3万股 | $94.8万 | 9,066股 | +3,534股+38.98% | 加仓 |
 ALTRIAMO |
| 0.62% | 0.68% | $123.1万 | 1.7万股 | $113.5万 | 1.7万股 | -90股-0.52% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.57% | 0.63% | $114.2万 | 3.1万股 | $106.3万 | 3.1万股 | -292股-0.93% | 减仓 |
| I景顺QQQ信托VOO |
| 0.53% | 0.47% | $106.6万 | 1,448股 | $78.7万 | 1,364股 | +84股+6.16% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.57% | $104.5万 | 2,958股 | $96.3万 | 3,358股 | -400股-11.91% | 减仓 |
