| IiShares安硕信托IVV |
| 26.31% | 25.6% | $2,803.5万 | 3.7万股 | $2,456.9万 | 3.8万股 | -178股-0.47% | 减仓 |
| IiShares安硕信托IVW |
| 15.96% | 14.58% | $1,700.5万 | 12.4万股 | $1,399.4万 | 12.4万股 | -68股-0.05% | 减仓 |
| IiShares安硕·S&PIVE |
| 12.12% | 12.53% | $1,291.2万 | 5.7万股 | $1,202.6万 | 5.7万股 | -88股-0.15% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 5.63% | 6.38% | $600.3万 | 7.3万股 | $612.5万 | 7.4万股 | -1,075股-1.45% | 减仓 |
| G通用动力VTI |
| 4.07% | 3.89% | $433.3万 | 1.2万股 | $373.4万 | 1.2万股 | +68股+0.58% | 加仓 |
| IiShares安硕信托STIP |
| 3.48% | 3.92% | $371.1万 | 3.6万股 | $376.3万 | 3.6万股 | -55股-0.15% | 减仓 |
| IiShares安硕信托SHYG |
| 3.4% | 3.71% | $362.4万 | 8.5万股 | $356.2万 | 8.4万股 | +1,268股+1.51% | 加仓 |
| IiShares安硕信托DVY |
| 2.77% | 2.85% | $295.5万 | 1.9万股 | $273.4万 | 1.8万股 | +849股+4.70% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.64% | 2.44% | $281.5万 | 9,369股 | $234.0万 | 9,437股 | -68股-0.72% | 减仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 2.01% | 2.22% | $213.9万 | 4.2万股 | $213.1万 | 4.2万股 | +256股+0.61% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.99% | 1.96% | $212.4万 | 4,065股 | $187.8万 | 4,054股 | +11股+0.27% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.78% | 1.73% | $190.0万 | 1.3万股 | $166.3万 | 1.3万股 | -6股-0.05% | 减仓 |
| IiShares安硕·COREIJH |
| 1.72% | 1.68% | $183.4万 | 2.4万股 | $161.2万 | 2.4万股 | -85股-0.36% | 减仓 |
| IISHARES TR NORTH AMERN NATIGE |
| 1.68% | 2.1% | $178.7万 | 3.2万股 | $201.3万 | 3.2万股 | -187股-0.58% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.03% | 0.99% | $109.6万 | 9,931股 | $95.3万 | 9,800股 | +131股+1.34% | 加仓 |
| IiShares安硕信托GVI |
| 0.99% | 1.1% | $106.0万 | 9,952股 | $106.0万 | 9,949股 | +3股+0.03% | 加仓 |
| IiShares安硕信托HDV |
| 0.8% | 0.87% | $85.1万 | 3.1万股 | $83.7万 | 6,170股 | +2.5万股+403.14% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.79% | 0.7% | $84.6万 | 2,147股 | $67.4万 | 2,147股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.71% | 0.67% | $75.3万 | 3,403股 | $64.6万 | 3,410股 | -7股-0.21% | 减仓 |
 思科CSCO |
| 0.68% | 0.51% | $72.5万 | 6,173股 | $49.1万 | 6,325股 | -152股-2.40% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.63% | 0.68% | $67.0万 | 6,555股 | $65.3万 | 6,906股 | -351股-5.08% | 减仓 |
| IiShares安硕信托IJJ |
| 0.61% | 0.63% | $65.4万 | 4,428股 | $60.6万 | 4,574股 | -146股-3.19% | 减仓 |
 埃克森美孚XOM |
| 0.57% | 0.78% | $60.6万 | 4,430股 | $75.1万 | 4,428股 | +2股+0.05% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.54% | 0.55% | $57.1万 | 5,499股 | $53.2万 | 5,473股 | +26股+0.48% | 加仓 |
| V先锋领航指数基金VOO |
| 0.53% | 0.46% | $56.2万 | 763股 | $44.0万 | 763股 | 00.00% | 持仓不变 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.51% | 0.56% | $54.7万 | 1.1万股 | $54.0万 | 1.1万股 | +112股+1.06% | 加仓 |
 TJXTJX |
| 0.51% | 0.6% | $54.5万 | 3,600股 | $57.5万 | 3,600股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.5% | 0.49% | $53.3万 | 1,843股 | $46.7万 | 1,841股 | +2股+0.11% | 加仓 |
| IiShares安硕信托IWS |
| 0.46% | 0.45% | $48.7万 | 2,960股 | $43.4万 | 2,976股 | -16股-0.54% | 减仓 |
| IiShares安硕信托DGRO |
| 0.45% | 0.46% | $47.5万 | 6,263股 | $43.8万 | 6,235股 | +28股+0.45% | 加仓 |
| IiShares安硕信托HYG |
| 0.44% | 0.48% | $47.0万 | 5,882股 | $46.1万 | 5,794股 | +88股+1.52% | 加仓 |
| IiShares安硕信托IJK |
| 0.43% | 0.41% | $45.8万 | 3,902股 | $39.6万 | 3,938股 | -36股-0.91% | 减仓 |
 英特尔INTC |
| 0.42% | — | $44.9万 | 3,219股 | $0 | 0股 | +3,219股 | 新买入 |
| IiShares安硕信托ICF |
| 0.41% | 0.42% | $43.3万 | 6,399股 | $40.4万 | 6,527股 | -128股-1.96% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.42% | $42.0万 | 840股 | $40.3万 | 840股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.34% | 0.33% | $36.2万 | 1,520股 | $31.7万 | 1,520股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.34% | 0.33% | $35.9万 | 1,635股 | $31.3万 | 1,632股 | +3股+0.18% | 加仓 |
| IiShares安硕信托EFAV |
| 0.31% | 0.38% | $33.5万 | 3,818股 | $36.2万 | 3,957股 | -139股-3.51% | 减仓 |
| IiShares安硕·COREIJR |
| 0.31% | 0.3% | $33.3万 | 2,244股 | $28.4万 | 2,281股 | -37股-1.62% | 减仓 |
 强生JNJ |
| 0.26% | 0.28% | $27.6万 | 1,086股 | $26.5万 | 1,085股 | +1股+0.09% | 加仓 |
| IiShares安硕信托TIP |
| 0.25% | 0.27% | $26.5万 | 2,418股 | $26.2万 | 2,378股 | +40股+1.68% | 加仓 |
 Meta平台META |
| 0.23% | 0.26% | $25.0万 | 443股 | $25.3万 | 443股 | 00.00% | 持仓不变 |
