| IiShares安硕信托IVV |
| 25.48% | 25.52% | $3.12亿 | 41.7万股 | $2.69亿 | 39.3万股 | +2.4万股+6.17% | 加仓 |
| IiShares安硕·COREIJH |
| 9.78% | 9.33% | $1.20亿 | 155.3万股 | $9,817.6万 | 147.0万股 | +8.3万股+5.65% | 加仓 |
 AVANTIS INTLNGG |
| 3.1% | 2.33% | $3,800.4万 | 42.6万股 | $2,452.9万 | 29.0万股 | +13.6万股+47.13% | 加仓 |
| IiShares安硕·COREIJR |
| 2.88% | 3.2% | $3,525.9万 | 23.8万股 | $3,363.6万 | 28.0万股 | -4.2万股-14.95% | 减仓 |
 微软MSFT |
| 2.72% | 3.27% | $3,331.2万 | 8.9万股 | $3,437.8万 | 8.8万股 | +1,326股+1.51% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.5% | 2.51% | $3,058.2万 | 105.6万股 | $2,645.9万 | 105.1万股 | +4,524股+0.43% | 加仓 |
 苹果AAPL |
| 2.44% | 2.51% | $2,994.7万 | 10.3万股 | $2,642.0万 | 10.2万股 | +1,076股+1.05% | 加仓 |
 宝洁PG |
| 2.38% | 2.57% | $2,914.4万 | 19.9万股 | $2,706.9万 | 18.9万股 | +1.0万股+5.41% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.3% | 1.34% | $2,815.9万 | 29.2万股 | $1,407.1万 | 17.5万股 | +11.7万股+67.12% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.8% | 1.78% | $2,200.1万 | 57.8万股 | $1,868.0万 | 57.7万股 | +992股+0.17% | 加仓 |
| V先锋领航指数基金VOO |
| 1.78% | 1.76% | $2,180.6万 | 3.2万股 | $1,850.7万 | 3.1万股 | +1,094股+3.57% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.6% | 1.84% | $1,955.1万 | 41.7万股 | $1,933.7万 | 41.1万股 | +6,311股+1.54% | 加仓 |
 谷歌AGOOGL |
| 1.57% | 1.5% | $1,926.8万 | 5.4万股 | $1,583.5万 | 5.5万股 | -700股-1.28% | 减仓 |
 博通AVGO |
| 1.51% | 1.48% | $1,845.3万 | 4.9万股 | $1,555.4万 | 5.0万股 | -818股-1.65% | 减仓 |
 PALO ALTOPANW |
| 1.37% | 0.79% | $1,683.4万 | 4.9万股 | $833.7万 | 5.1万股 | -1,942股-3.79% | 减仓 |
 威廉姆斯WMB |
| 1.19% | 1.33% | $1,456.4万 | 19.6万股 | $1,397.8万 | 19.4万股 | +1,488股+0.77% | 加仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 1.09% | 1.26% | $1,340.3万 | 26.5万股 | $1,327.4万 | 26.2万股 | +2,393股+0.91% | 加仓 |
 强生JNJ |
| 0.99% | 1.1% | $1,216.7万 | 4.8万股 | $1,156.1万 | 4.9万股 | -1,438股-2.91% | 减仓 |
 摩根大通JPM |
| 0.96% | 1.01% | $1,177.8万 | 3.6万股 | $1,058.9万 | 3.5万股 | +529股+1.49% | 加仓 |
 英伟达NVDA |
| 0.94% | 0.93% | $1,148.0万 | 5.7万股 | $981.4万 | 5.4万股 | +3,018股+5.55% | 加仓 |
 Citizens金融CFG |
| 0.93% | 0.92% | $1,137.7万 | 16.2万股 | $971.4万 | 16.2万股 | +60股+0.04% | 加仓 |
 TJXTJX |
| 0.86% | 1.07% | $1,058.3万 | 7.0万股 | $1,124.5万 | 7.1万股 | -802股-1.14% | 减仓 |
 家得宝HD |
| 0.84% | 0.88% | $1,028.3万 | 2.9万股 | $921.8万 | 2.8万股 | +1,404股+5.06% | 加仓 |
 PAYCHEX COMPAYX |
| 0.78% | — | $950.7万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
 阿斯麦ASML |
| 0.76% | 0.6% | $935.9万 | 4,704股 | $626.3万 | 4,813股 | -109股-2.26% | 减仓 |
 沃尔玛WMT |
| 0.75% | 0.94% | $919.8万 | 8.1万股 | $993.1万 | 8.2万股 | -332股-0.41% | 减仓 |
 ILLINOIS TOOLITW |
| 0.69% | 0.74% | $843.0万 | 3.1万股 | $782.1万 | 3.0万股 | +960股+3.18% | 加仓 |
 特灵科技TT |
| 0.68% | 0.67% | $830.6万 | 1.7万股 | $707.9万 | 1.7万股 | -159股-0.93% | 减仓 |
 GE航空GE |
| 0.67% | 0.57% | $824.1万 | 2.2万股 | $600.9万 | 2.0万股 | +2,328股+11.80% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.67% | 0.74% | $823.5万 | 6.6万股 | $777.2万 | 1.6万股 | +5.0万股+302.77% | 加仓 |
| G通用动力VTI |
| 0.63% | 0.66% | $774.4万 | 2.1万股 | $692.9万 | 2.1万股 | +220股+1.06% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.63% | 0.68% | $769.1万 | 6.5万股 | $711.2万 | 6.6万股 | -1,280股-1.93% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.61% | 0.91% | $750.6万 | 1.5万股 | $952.8万 | 1.4万股 | +598股+4.23% | 加仓 |
| T赛默飞世尔TMO |
| 0.59% | 0.66% | $718.9万 | 1.4万股 | $698.9万 | 1.4万股 | +312股+2.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.64% | $717.5万 | 1.4万股 | $668.4万 | 1.4万股 | +501股+3.62% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.57% | 0.66% | $700.2万 | 8.9万股 | $692.3万 | 8.7万股 | +1,264股+1.45% | 加仓 |
| S嘉信策略信托SCHF |
| 0.57% | 0.6% | $700.1万 | 25.3万股 | $629.1万 | 25.6万股 | -2,948股-1.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.58% | $699.6万 | 9,368股 | $614.5万 | 9,343股 | +25股+0.27% | 加仓 |
 壳牌SHEL |
| 0.54% | 0.72% | $661.1万 | 8.5万股 | $761.9万 | 8.3万股 | +1,962股+2.36% | 加仓 |
 艾伯维ABBV |
| 0.53% | 0.52% | $644.3万 | 2.6万股 | $550.5万 | 2.5万股 | +522股+2.08% | 加仓 |
 默沙东MRK |
| 0.49% | 0.52% | $595.5万 | 4.6万股 | $547.2万 | 4.6万股 | +66股+0.14% | 加仓 |
 AMGEN COMAMGN |
| 0.46% | 0.5% | $560.5万 | 1.5万股 | $530.5万 | 1.5万股 | +284股+1.87% | 加仓 |
 亚马逊AMZN |
| 0.43% | 0.42% | $521.3万 | 2.2万股 | $444.6万 | 2.1万股 | +846股+4.02% | 加仓 |
 SPROUTS FMRS MKTSFM |
| 0.4% | 0.37% | $489.2万 | 5.8万股 | $388.2万 | 5.0万股 | +7,508股+14.92% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.38% | 0.39% | $463.8万 | 4.2万股 | $406.7万 | 4.2万股 | -196股-0.46% | 减仓 |
| N新纪元能源NEE |
| 0.38% | 0.45% | $460.2万 | 5.2万股 | $469.0万 | 5.1万股 | +1,300股+2.54% | 加仓 |
 美国合众银行USB |
| 0.36% | 0.37% | $445.7万 | 7.4万股 | $384.7万 | 7.4万股 | +176股+0.24% | 加仓 |
 VisaV |
| 0.35% | 0.35% | $424.2万 | 1.2万股 | $370.3万 | 1.2万股 | +388股+3.24% | 加仓 |
| AAMCORAMCR |
| 0.33% | 0.34% | $399.9万 | 9.2万股 | $361.2万 | 11.4万股 | -2.2万股-18.92% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.32% | 0.3% | $395.8万 | 1.3万股 | $316.1万 | 1.3万股 | +354股+2.76% | 加仓 |
