| IiShares安硕信托IVV |
| 10.22% | 10.12% | $1,451.1万 | 1.9万股 | $1,266.8万 | 1.9万股 | -16股-0.08% | 减仓 |
| SSPDR标普500 ETFSPY |
| 7.98% | 7.98% | $1,133.0万 | 1.5万股 | $998.8万 | 1.5万股 | -185股-1.20% | 减仓 |
| G通用动力VTI |
| 7.83% | 7.78% | $1,111.8万 | 3.0万股 | $974.3万 | 3.0万股 | -325股-1.07% | 减仓 |
| IiShares安硕·COREIJH |
| 6.73% | 6.74% | $956.1万 | 12.4万股 | $844.1万 | 12.5万股 | -1,008股-0.81% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 6.14% | 6.12% | $871.9万 | 10.4万股 | $766.5万 | 10.2万股 | +2,040股+2.00% | 加仓 |
 苹果AAPL |
| 3.73% | 3.71% | $529.6万 | 1.8万股 | $464.6万 | 1.8万股 | -3股-0.02% | 减仓 |
| IiShares安硕·COREIJR |
| 3.05% | 2.9% | $432.5万 | 2.9万股 | $363.6万 | 2.9万股 | -85股-0.29% | 减仓 |
| S道富SPIB |
| 2.96% | 3.38% | $420.6万 | 12.6万股 | $422.5万 | 12.6万股 | -242股-0.19% | 减仓 |
| IiShares安硕信托IUSB |
| 2.73% | 3.03% | $387.0万 | 8.4万股 | $379.6万 | 8.2万股 | +1,665股+2.03% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.61% | 2.49% | $370.5万 | 1.2万股 | $312.2万 | 1.3万股 | -256股-2.03% | 减仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 2.6% | 2.58% | $368.9万 | 2.0万股 | $323.1万 | 2.0万股 | -150股-0.74% | 减仓 |
| IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO |
| 2.21% | 2.64% | $314.4万 | 12.3万股 | $330.0万 | 12.9万股 | -6,430股-4.97% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.16% | 2.28% | $307.3万 | 3.0万股 | $285.9万 | 2.9万股 | +137股+0.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.1% | 2.28% | $297.8万 | 5,952股 | $285.2万 | 5,952股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 1.93% | 2.58% | $273.5万 | 3.6万股 | $322.9万 | 3.7万股 | -409股-1.12% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.67% | 1.67% | $237.7万 | 1.1万股 | $208.5万 | 1.1万股 | +310股+2.85% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.16% | 1.13% | $164.4万 | 7,492股 | $141.2万 | 7,359股 | +133股+1.81% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.05% | 1.04% | $149.5万 | 3,650股 | $130.1万 | 3,650股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.05% | 0.91% | $148.4万 | 1,237股 | $113.8万 | 1,237股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.03% | 1.16% | $145.9万 | 3,910股 | $144.7万 | 3,910股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.97% | 0.99% | $138.1万 | 1.1万股 | $123.9万 | 2,905股 | +8,216股+282.82% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.86% | 0.79% | $121.9万 | 1.8万股 | $99.1万 | 1.7万股 | +892股+5.24% | 加仓 |
| IiShares安硕信托EFV |
| 0.83% | 0.94% | $117.5万 | 1.5万股 | $117.5万 | 1.6万股 | -449股-2.84% | 减仓 |
| IiShares安硕IEMG |
| 0.8% | 0.73% | $113.9万 | 1.4万股 | $91.5万 | 1.3万股 | +636股+4.85% | 加仓 |
 雪佛龙CVX |
| 0.75% | 1.07% | $106.9万 | 6,447股 | $133.4万 | 6,447股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.73% | 0.72% | $104.1万 | 4,586股 | $90.6万 | 4,289股 | +297股+6.92% | 加仓 |
| IiShares安硕信托IVW |
| 0.72% | 0.63% | $102.2万 | 7,429股 | $79.0万 | 6,987股 | +442股+6.33% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.68% | 0.78% | $97.1万 | 1.9万股 | $97.6万 | 1.9万股 | -100股-0.52% | 减仓 |
 iShares安硕·MBSACGL |
| 0.68% | 0.82% | $96.9万 | 1.0万股 | $102.9万 | 1.1万股 | -584股-5.39% | 减仓 |
| PProShares信托NOBL |
| 0.64% | 0.58% | $90.3万 | 1.6万股 | $72.9万 | 6,876股 | +9,202股+133.83% | 加仓 |
| IiShares安硕信托DVY |
| 0.62% | 0.69% | $88.7万 | 5,676股 | $86.5万 | 5,716股 | -40股-0.70% | 减仓 |
 谷歌AGOOGL |
| 0.62% | 0.56% | $87.5万 | 2,449股 | $70.7万 | 2,459股 | -10股-0.41% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.61% | 0.5% | $86.5万 | 3,431股 | $62.2万 | 3,431股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.58% | 0.23% | $82.0万 | 1,411股 | $28.7万 | 1,411股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.55% | 0.6% | $77.9万 | 2,150股 | $75.6万 | 2,150股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.55% | 0.53% | $77.4万 | 6,220股 | $66.2万 | 5,947股 | +273股+4.59% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.5% | $77.2万 | 2,184股 | $62.6万 | 2,184股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.53% | 0.2% | $75.8万 | 1,104股 | $24.6万 | 427股 | +677股+158.55% | 加仓 |
| IiShares安硕信托IWV |
| 0.52% | 0.51% | $73.1万 | 1,715股 | $63.6万 | 1,715股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.51% | 0.52% | $71.9万 | 2,196股 | $64.6万 | 2,196股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.5% | 0.47% | $71.5万 | 2,999股 | $58.9万 | 2,829股 | +170股+6.01% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.48% | 0.46% | $67.8万 | 4,396股 | $58.1万 | 4,396股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.48% | 0.47% | $67.5万 | 8,912股 | $58.9万 | 8,399股 | +513股+6.11% | 加仓 |
| IiShares安硕信托TLH |
| 0.47% | 0.55% | $67.0万 | 6,681股 | $68.8万 | 6,830股 | -149股-2.18% | 减仓 |
 艾伯维ABBV |
| 0.46% | 0.45% | $65.3万 | 2,593股 | $56.4万 | 2,593股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.45% | 0.27% | $63.9万 | 2,500股 | $34.0万 | 2,500股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.44% | 0.45% | $63.0万 | 2,889股 | $56.7万 | 2,889股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.43% | 0.43% | $61.4万 | 3,070股 | $53.5万 | 3,070股 | 00.00% | 持仓不变 |
| B贝莱德·ETF TRUST IIBINC |
| 0.42% | 0.47% | $59.1万 | 1.1万股 | $58.5万 | 1.1万股 | +24股+0.21% | 加仓 |
| IiShares安硕EEMV |
| 0.4% | 0.4% | $57.2万 | 7,593股 | $49.8万 | 7,691股 | -98股-1.27% | 减仓 |
