| V先锋领航指数基金VOO |
| 21.29% | 21.13% | $8,339.4万 | 12.1万股 | $7,188.8万 | 12.0万股 | +1,118股+0.93% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 10.21% | 10.17% | $3,997.5万 | 5.7万股 | $3,460.6万 | 5.6万股 | +725股+1.29% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 9.21% | 8.68% | $3,606.3万 | 12.0万股 | $2,953.1万 | 11.9万股 | +951股+0.80% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.85% | 4.87% | $1,901.0万 | 2.5万股 | $1,657.1万 | 2.5万股 | -24股-0.09% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.43% | 3.66% | $1,344.2万 | 12.9万股 | $1,245.7万 | 12.8万股 | +1,149股+0.90% | 加仓 |
| IiShares安硕信托AGG |
| 3.28% | 3.48% | $1,285.5万 | 13.0万股 | $1,182.3万 | 11.9万股 | +1.1万股+9.04% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.1% | 3.09% | $1,213.2万 | 9.8万股 | $1,052.4万 | 2.5万股 | +7.3万股+295.87% | 加仓 |
| IiShares安硕信托IWD |
| 2.8% | 2.82% | $1,096.1万 | 4.5万股 | $960.0万 | 4.5万股 | +285股+0.63% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.67% | 2.55% | $1,044.6万 | 2.7万股 | $866.8万 | 2.8万股 | -1,108股-4.01% | 减仓 |
| V先锋领航指数基金VB |
| 2.51% | 2.52% | $982.7万 | 3.2万股 | $856.0万 | 3.3万股 | -261股-0.80% | 减仓 |
| IiShares安硕信托IJK |
| 2.48% | 2.43% | $971.1万 | 8.3万股 | $827.2万 | 8.2万股 | +439股+0.53% | 加仓 |
| IiShares安硕信托IJJ |
| 2.35% | 2.39% | $920.9万 | 6.2万股 | $812.9万 | 6.1万股 | +992股+1.62% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 2.29% | 2.53% | $898.6万 | 12股 | $861.8万 | 12股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 2.14% | 2.13% | $837.2万 | 3.8万股 | $726.3万 | 3.8万股 | -459股-1.20% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 2.13% | 2.07% | $832.5万 | 3.4万股 | $703.6万 | 3.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.81% | 1.97% | $707.2万 | 1.4万股 | $671.3万 | 1.4万股 | +124股+0.89% | 加仓 |
| IiShares安硕信托EEM |
| 1.8% | 1.73% | $705.2万 | 10.3万股 | $588.3万 | 10.4万股 | -511股-0.49% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.3% | 1.45% | $511.1万 | 6.2万股 | $494.5万 | 6.2万股 | -272股-0.44% | 减仓 |
| IiShares安硕信托IVV |
| 1.21% | 1.22% | $475.3万 | 6,347股 | $414.7万 | 6,349股 | -2股-0.03% | 减仓 |
| V先锋领航·TOTALBND |
| 1.1% | 1.13% | $432.7万 | 5.9万股 | $383.8万 | 5.2万股 | +6,818股+13.08% | 加仓 |
 苹果AAPL |
| 0.98% | 0.97% | $384.1万 | 1.3万股 | $329.9万 | 1.3万股 | +275股+2.12% | 加仓 |
| S嘉信·USSCHX |
| 0.68% | 0.69% | $267.9万 | 9.1万股 | $234.9万 | 9.2万股 | -586股-0.64% | 减仓 |
| IiShares安硕信托IEFA |
| 0.66% | 0.68% | $257.0万 | 2.7万股 | $231.2万 | 2.6万股 | +1,076股+4.21% | 加仓 |
 美国运通AXP |
| 0.65% | 0.67% | $255.3万 | 7,548股 | $227.5万 | 7,520股 | +28股+0.37% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.65% | 0.72% | $254.8万 | 11.0万股 | $244.5万 | 10.5万股 | +4,891股+4.65% | 加仓 |
| IiShares安硕·COREIJH |
| 0.64% | 0.65% | $251.4万 | 3.3万股 | $220.0万 | 3.3万股 | +25股+0.08% | 加仓 |
| G通用动力VTI |
| 0.55% | 0.54% | $213.7万 | 5,775股 | $184.6万 | 5,755股 | +20股+0.35% | 加仓 |
| S嘉信策略信托SCHM |
| 0.5% | 0.49% | $197.3万 | 5.4万股 | $167.3万 | 5.4万股 | -533股-0.99% | 减仓 |
 强生JNJ |
| 0.48% | 0.55% | $187.6万 | 7,385股 | $187.3万 | 7,663股 | -278股-3.63% | 减仓 |
 BUCKLEBKE |
| 0.47% | 0.64% | $184.7万 | 4.4万股 | $218.3万 | 4.3万股 | +430股+0.99% | 加仓 |
| S嘉信·USSCHA |
| 0.47% | 0.44% | $183.2万 | 5.1万股 | $151.3万 | 5.2万股 | -1,332股-2.56% | 减仓 |
 伊顿ETN |
| 0.46% | 0.44% | $179.0万 | 4,201股 | $150.8万 | 4,216股 | -15股-0.36% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.53% | $177.2万 | 5,414股 | $179.2万 | 6,091股 | -677股-11.11% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.39% | 0.44% | $154.5万 | 2.0万股 | $148.3万 | 2.2万股 | -1,355股-6.26% | 减仓 |
 微软MSFT |
| 0.39% | 0.46% | $153.5万 | 4,114股 | $155.4万 | 4,199股 | -85股-2.02% | 减仓 |
 亚马逊AMZN |
| 0.37% | 0.32% | $145.9万 | 6,120股 | $108.1万 | 5,192股 | +928股+17.87% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.37% | 0.29% | $144.3万 | 7,574股 | $97.1万 | 7,304股 | +270股+3.70% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.37% | 0.42% | $143.8万 | 6.6万股 | $144.4万 | 6.6万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.32% | 0.36% | $124.1万 | 1.5万股 | $123.5万 | 4,300股 | +1.1万股+258.28% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.31% | 0.31% | $121.2万 | 2,959股 | $105.5万 | 2,959股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.28% | 0.28% | $110.1万 | 3,915股 | $95.3万 | 3,932股 | -17股-0.43% | 减仓 |
 谷歌AGOOGL |
| 0.27% | 0.25% | $107.3万 | 3,003股 | $84.7万 | 2,945股 | +58股+1.97% | 加仓 |
| V先锋领航指数基金VBK |
| 0.27% | 0.26% | $106.1万 | 2,900股 | $88.1万 | 2,915股 | -15股-0.51% | 减仓 |
 联合太平洋铁路UNP |
| 0.26% | 0.26% | $100.0万 | 3,675股 | $88.7万 | 3,657股 | +18股+0.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.23% | $98.5万 | 2,786股 | $78.8万 | 2,748股 | +38股+1.38% | 加仓 |
 英伟达NVDA |
| 0.25% | 0.21% | $96.1万 | 4,804股 | $71.9万 | 4,124股 | +680股+16.49% | 加仓 |
 美国合众银行USB |
| 0.23% | 0.23% | $91.2万 | 1.5万股 | $78.4万 | 1.5万股 | +29股+0.19% | 加仓 |
| I景顺QQQ信托VOO |
| 0.22% | 0.2% | $87.8万 | 1,192股 | $67.1万 | 1,163股 | +29股+2.49% | 加仓 |
| IiShares安硕IEMG |
| 0.22% | 0.21% | $86.5万 | 1.0万股 | $72.8万 | 1.0万股 | +2股+0.02% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.2% | 0.21% | $79.7万 | 3,280股 | $71.3万 | 3,283股 | -3股-0.09% | 减仓 |
