| IiShares安硕信托AGG |
| 6.53% | 4.68% | $1,615.9万 | 16.3万股 | $884.6万 | 8.9万股 | +7.4万股+83.20% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 6.27% | 5.27% | $1,551.1万 | 59.3万股 | $996.2万 | 42.1万股 | +17.2万股+40.77% | 加仓 |
| NNUVEEN ESGNUSC |
| 6.2% | 7% | $1,534.3万 | 29.4万股 | $1,324.1万 | 29.4万股 | +533股+0.18% | 加仓 |
 SIMPSON MFGSSD |
| 6.13% | 7.22% | $1,516.5万 | 7.2万股 | $1,365.9万 | 8.0万股 | -7,150股-8.98% | 减仓 |
| IiShares安硕信托IVV |
| 5.69% | 4.17% | $1,408.0万 | 1.9万股 | $788.5万 | 1.2万股 | +6,730股+55.75% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 5.48% | 6.29% | $1,355.3万 | 8.6万股 | $1,190.6万 | 8.6万股 | +297股+0.35% | 加仓 |
| IiShares安硕信托IVW |
| 5.3% | 5.61% | $1,312.2万 | 9.5万股 | $1,060.7万 | 9.4万股 | +1,634股+1.74% | 加仓 |
| IiShares安硕IEMG |
| 4.7% | 5.44% | $1,163.1万 | 14.0万股 | $1,028.8万 | 14.8万股 | -7,103股-4.82% | 减仓 |
| IiShares安硕·COREIJR |
| 4.33% | 4.54% | $1,070.5万 | 7.2万股 | $859.4万 | 6.9万股 | +3,048股+4.41% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 3.99% | 3.52% | $986.9万 | 11.6万股 | $665.4万 | 9.2万股 | +2.5万股+26.81% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 3.91% | 3.59% | $967.5万 | 10.2万股 | $679.1万 | 8.5万股 | +1.8万股+20.73% | 加仓 |
| V先锋领航全球基金VCEB |
| 3.63% | 2.65% | $897.7万 | 14.3万股 | $501.1万 | 8.0万股 | +6.3万股+79.36% | 加仓 |
 苹果AAPL |
| 3.44% | 3.82% | $852.1万 | 2.9万股 | $723.6万 | 2.9万股 | +933股+3.27% | 加仓 |
| IiShares安硕·COREIJH |
| 3.42% | 3.81% | $845.0万 | 11.0万股 | $720.0万 | 10.7万股 | +2,974股+2.79% | 加仓 |
| IiShares安硕信托IEFA |
| 3% | 1.88% | $742.6万 | 7.7万股 | $356.0万 | 3.9万股 | +3.8万股+95.52% | 加仓 |
| AADVISORS INNER CIRCLE FD IIIBASG |
| 2.26% | 1.95% | $560.2万 | 21.0万股 | $369.2万 | 16.3万股 | +4.8万股+29.40% | 加仓 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 2.1% | 2.62% | $519.5万 | 45.6万股 | $495.9万 | 48.0万股 | -2.4万股-4.94% | 减仓 |
| IiShares安硕ESGE |
| 1.72% | 1.3% | $425.7万 | 7.8万股 | $245.7万 | 5.4万股 | +2.4万股+44.03% | 加仓 |
| CCALVERT US MID-CAP CORE RESPONSIBLE INDEX ETFCVMC |
| 1.63% | 1.29% | $402.1万 | 5.3万股 | $244.9万 | 3.8万股 | +1.5万股+38.05% | 加仓 |
 应用材料AMAT |
| 1.53% | 0.95% | $379.1万 | 5,243股 | $179.2万 | 5,243股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.17% | 1.48% | $289.4万 | 5,783股 | $280.6万 | 5,856股 | -73股-1.25% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.95% | 0.97% | $235.9万 | 3,158股 | $183.9万 | 2,828股 | +330股+11.67% | 加仓 |
| AAXS GREEN ALPHA ETFNXTE |
| 0.94% | 0.94% | $233.6万 | 4.3万股 | $177.1万 | 4.5万股 | -2,285股-5.06% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.91% | 1.14% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.78% | 0.87% | $193.0万 | 9,648股 | $164.4万 | 9,424股 | +224股+2.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.8% | $189.6万 | 5,365股 | $152.0万 | 5,298股 | +67股+1.26% | 加仓 |
 希捷STX |
| 0.75% | 0.4% | $184.6万 | 1,913股 | $74.9万 | 1,913股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.72% | 0.83% | $178.6万 | 4,246股 | $157.8万 | 4,246股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.69% | 0.73% | $171.1万 | 4,787股 | $138.6万 | 4,819股 | -32股-0.66% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.69% | 0.69% | $170.3万 | 1.5万股 | $130.4万 | 1.3万股 | +2,025股+15.10% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.61% | 0.76% | $151.6万 | 1.6万股 | $143.6万 | 1.6万股 | -471股-2.91% | 减仓 |
| TTidal·TRUST IJSTC |
| 0.52% | 0.58% | $128.3万 | 5.6万股 | $109.3万 | 5.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.47% | 0.5% | $116.1万 | 4,572股 | $94.2万 | 3,852股 | +720股+18.69% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.46% | 0.44% | $113.4万 | 1.1万股 | $82.5万 | 8,322股 | +2,954股+35.50% | 加仓 |
 卡特彼勒CAT |
| 0.45% | 0.4% | $112.3万 | 1,055股 | $74.7万 | 1,055股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.41% | 0.46% | $100.4万 | 2,692股 | $86.8万 | 2,346股 | +346股+14.75% | 加仓 |
| G通用动力VTI |
| 0.36% | 0.41% | $90.1万 | 2,434股 | $78.1万 | 2,433股 | +1股+0.04% | 加仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 0.34% | 0.39% | $85.2万 | 3,369股 | $74.7万 | 3,353股 | +16股+0.48% | 加仓 |
 艾伯维ABBV |
| 0.34% | 0.39% | $84.6万 | 3,361股 | $73.1万 | 3,361股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.3% | 0.33% | $75.4万 | 1.1万股 | $62.2万 | 9,714股 | +873股+8.99% | 加仓 |
 亚马逊AMZN |
| 0.3% | 0.33% | $73.3万 | 3,075股 | $62.7万 | 3,009股 | +66股+2.19% | 加仓 |
 GE航空GE |
| 0.29% | 0.3% | $72.7万 | 1,944股 | $57.0万 | 2,009股 | -65股-3.24% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.27% | 0.33% | $65.6万 | 5,286股 | $61.5万 | 1,443股 | +3,843股+266.32% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.26% | 0.23% | $65.3万 | 1.4万股 | $43.1万 | 9,068股 | +4,710股+51.94% | 加仓 |
 思科CSCO |
| 0.26% | 0.18% | $64.2万 | 5,464股 | $34.1万 | 4,400股 | +1,064股+24.18% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.26% | 0.29% | $63.5万 | 1,551股 | $55.3万 | 1,551股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.25% | 0.29% | $62.9万 | 3,845股 | $54.4万 | 3,845股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.25% | 0.35% | $62.1万 | 664股 | $66.3万 | 665股 | -1股-0.15% | 减仓 |
 英特尔INTC |
| 0.22% | — | $55.5万 | 3,977股 | $0 | 0股 | +3,977股 | 新买入 |
 哈勃HUBB |
| 0.2% | 0.25% | $50.5万 | 966股 | $47.4万 | 966股 | 00.00% | 持仓不变 |
