| G通用动力VTI |
| 20.86% | 16.03% | $4,302.3万 | 11.6万股 | $2,830.6万 | 8.8万股 | +2.8万股+31.77% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 18.9% | 20.37% | $3,897.8万 | 77.1万股 | $3,597.4万 | 72.1万股 | +5.0万股+6.87% | 加仓 |
| V先锋领航·TOTALBND |
| 9.57% | 7.64% | $1,973.2万 | 26.9万股 | $1,349.5万 | 18.3万股 | +8.6万股+46.68% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.9% | 5.28% | $1,217.8万 | 17.1万股 | $932.0万 | 14.5万股 | +2.5万股+17.51% | 加仓 |
| IiShares安硕信托IVV |
| 4.79% | 4.88% | $987.0万 | 1.3万股 | $861.6万 | 1.3万股 | -11股-0.08% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.23% | 4.74% | $872.5万 | 1.2万股 | $837.0万 | 1.3万股 | -1,187股-9.22% | 减仓 |
 苹果AAPL |
| 3.19% | 3.15% | $657.1万 | 2.3万股 | $556.0万 | 2.2万股 | +803股+3.67% | 加仓 |
| S嘉信策略信托SCHD |
| 2.78% | 2.33% | $572.6万 | 18.1万股 | $410.8万 | 13.4万股 | +4.7万股+34.84% | 加仓 |
 可口可乐KO |
| 2.6% | 2.78% | $536.6万 | 6.6万股 | $490.3万 | 6.4万股 | +1,559股+2.42% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.65% | 1.97% | $340.4万 | 1.6万股 | $348.5万 | 1.8万股 | -2,162股-11.90% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.55% | 1.69% | $318.9万 | 6,373股 | $298.7万 | 6,233股 | +140股+2.25% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.45% | 1.16% | $298.1万 | 5.0万股 | $204.2万 | 3.8万股 | +1.2万股+32.17% | 加仓 |
 亚马逊AMZN |
| 1.44% | 1.23% | $297.6万 | 1.2万股 | $217.4万 | 1.0万股 | +2,047股+19.61% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.14% | 1.36% | $234.8万 | 2.3万股 | $239.8万 | 2.5万股 | -2,083股-8.44% | 减仓 |
| V先锋领航指数基金VOO |
| 1.12% | 1.13% | $230.6万 | 3,358股 | $200.1万 | 3,348股 | +10股+0.30% | 加仓 |
| IiShares安硕信托IEFA |
| 1.11% | 1.21% | $229.7万 | 2.4万股 | $213.3万 | 2.4万股 | +222股+0.94% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.94% | 1.02% | $194.4万 | 4.4万股 | $180.2万 | 4.6万股 | -2,537股-5.47% | 减仓 |
 英伟达NVDA |
| 0.86% | 0.69% | $176.8万 | 8,834股 | $121.4万 | 6,959股 | +1,875股+26.94% | 加仓 |
| SSPDR黄金信托GLD |
| 0.79% | 1.08% | $162.9万 | 4,421股 | $190.2万 | 4,421股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.46% | $148.1万 | 4,191股 | $80.5万 | 2,807股 | +1,384股+49.31% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.71% | 0.72% | $146.9万 | 2.8万股 | $127.9万 | 2.8万股 | +67股+0.24% | 加仓 |
 高盛GS |
| 0.65% | 0.62% | $133.4万 | 1,319股 | $110.4万 | 1,305股 | +14股+1.07% | 加仓 |
| IiShares安硕信托EEM |
| 0.59% | 0.72% | $122.4万 | 1.8万股 | $127.7万 | 2.2万股 | -4,586股-20.40% | 减仓 |
 摩根大通JPM |
| 0.56% | 0.51% | $115.4万 | 3,525股 | $89.4万 | 3,041股 | +484股+15.92% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.55% | 1.33% | $113.9万 | 3,791股 | $234.1万 | 9,440股 | -5,649股-59.84% | 减仓 |
| IiShares安硕信托USMV |
| 0.54% | 1% | $111.5万 | 1.2万股 | $176.1万 | 1.9万股 | -7,426股-39.11% | 减仓 |
 微软MSFT |
| 0.54% | 0.68% | $110.6万 | 2,964股 | $119.6万 | 3,230股 | -266股-8.24% | 减仓 |
 WHITE MTNS INSWTM |
| 0.52% | 0.65% | $107.8万 | 520股 | $114.2万 | 520股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.52% | 0.76% | $107.1万 | 9,176股 | $134.4万 | 9,186股 | -10股-0.11% | 减仓 |
 FIRST HORIZONFHN |
| 0.52% | — | $106.3万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 谷歌AGOOGL |
| 0.48% | 0.17% | $99.1万 | 2,772股 | $29.3万 | 1,017股 | +1,755股+172.57% | 加仓 |
| VVanEck ETF信托GDX |
| 0.47% | 0.68% | $97.7万 | 1.3万股 | $119.7万 | 1.3万股 | -90股-0.69% | 减仓 |
| IiShares安硕信托EFAV |
| 0.42% | 0.5% | $86.1万 | 9,820股 | $88.0万 | 9,635股 | +185股+1.92% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.36% | 0.41% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.34% | 0.37% | $69.7万 | 7,835股 | $64.5万 | 7,720股 | +115股+1.49% | 加仓 |
 礼来LLY |
| 0.32% | 0.29% | $66.0万 | 550股 | $52.1万 | 566股 | -16股-2.83% | 减仓 |
 博通AVGO |
| 0.3% | 0.24% | $62.6万 | 1,658股 | $43.2万 | 1,395股 | +263股+18.85% | 加仓 |
| BBANK OF AMERBAC |
| 0.29% | 0.19% | $60.8万 | 1.1万股 | $32.9万 | 6,751股 | +3,920股+58.07% | 加仓 |
 雷神技术RTX |
| 0.25% | 0.24% | $52.2万 | 2,749股 | $42.9万 | 2,225股 | +524股+23.55% | 加仓 |
 洛克希德马丁LMT |
| 0.25% | 0.34% | $51.2万 | 1,004股 | $59.4万 | 984股 | +20股+2.03% | 加仓 |
| IiShares安硕IEMG |
| 0.24% | 0.66% | $50.4万 | 6,088股 | $117.4万 | 1.7万股 | -1.1万股-63.84% | 减仓 |
 卡特彼勒CAT |
| 0.23% | 0.27% | $47.9万 | 450股 | $47.4万 | 669股 | -219股-32.74% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.22% | 0.27% | $45.8万 | 5,538股 | $47.4万 | 5,950股 | -412股-6.92% | 减仓 |
 百事可乐PEP |
| 0.21% | 0.28% | $42.3万 | 3,126股 | $49.7万 | 3,203股 | -77股-2.40% | 减仓 |
 甲骨文ORCL |
| 0.2% | — | $41.6万 | 2,842股 | $0 | 0股 | +2,842股 | 新买入 |
 HILLTOPHTH |
| 0.2% | 0.21% | $40.9万 | 1.1万股 | $37.5万 | 1.0万股 | +56股+0.53% | 加仓 |
 VisaV |
| 0.19% | — | $40.1万 | 1,169股 | $0 | 0股 | +1,169股 | 新买入 |
 PROSPERITY BANCSHARESPB |
| 0.19% | 0.16% | $38.6万 | 5,284股 | $28.4万 | 4,225股 | +1,059股+25.07% | 加仓 |
 思科CSCO |
| 0.18% | — | $38.0万 | 3,233股 | $0 | 0股 | +3,233股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.18% | 0.28% | $36.8万 | 8,918股 | $50.0万 | 1.3万股 | -3,907股-30.46% | 减仓 |
