| IiShares安硕信托IXUS |
| 8.84% | 8.76% | $1.84亿 | 223.0万股 | $1.71亿 | 221.2万股 | +1.7万股+0.79% | 加仓 |
| IiShares安硕信托ITOT |
| 8.58% | 8.32% | $1.79亿 | 122.7万股 | $1.63亿 | 120.4万股 | +2.3万股+1.94% | 加仓 |
| IiShares安硕信托GJS |
| 5.48% | 5.93% | $1.14亿 | 493.8万股 | $1.16亿 | 504.3万股 | -10.5万股-2.08% | 减仓 |
 苹果AAPL |
| 4.17% | 3.63% | $8,676.9万 | 34.1万股 | $7,091.3万 | 34.6万股 | -4,868股-1.41% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.16% | 4.14% | $8,669.8万 | 276.3万股 | $8,084.1万 | 275.3万股 | +1.0万股+0.38% | 加仓 |
 微软MSFT |
| 3.13% | 3.23% | $6,515.9万 | 12.6万股 | $6,305.9万 | 12.7万股 | -974股-0.77% | 减仓 |
 亚马逊AMZN |
| 3.07% | 3.32% | $6,392.5万 | 29.1万股 | $6,488.5万 | 29.6万股 | -4,614股-1.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.91% | 2.28% | $6,058.6万 | 24.9万股 | $4,460.0万 | 25.1万股 | -2,658股-1.06% | 减仓 |
 英伟达NVDA |
| 2.81% | 2.55% | $5,845.1万 | 31.3万股 | $4,980.3万 | 31.5万股 | -1,958股-0.62% | 减仓 |
| J摩根大通交易所交易基金JVAL |
| 2.75% | 2.69% | $5,731.0万 | 120.7万股 | $5,263.0万 | 119.0万股 | +1.7万股+1.40% | 加仓 |
| V先锋领航指数基金VXF |
| 2.35% | 2.29% | $4,889.0万 | 23.4万股 | $4,470.0万 | 23.2万股 | +1,591股+0.69% | 加仓 |
| IiShares安硕IEMG |
| 2.29% | 2.21% | $4,776.7万 | 72.5万股 | $4,307.3万 | 71.8万股 | +7,083股+0.99% | 加仓 |
| DDOUBLELINE MORTGAGE ETFDMBS |
| 2.28% | 2.39% | $4,741.4万 | 95.4万股 | $4,663.8万 | 95.0万股 | +3,946股+0.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.26% | 2.32% | $4,712.1万 | 9.4万股 | $4,534.5万 | 9.3万股 | +382股+0.41% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 2.15% | 2.27% | $4,482.0万 | 46.5万股 | $4,443.1万 | 46.4万股 | +710股+0.15% | 加仓 |
 Markel Group Inc.MKL |
| 1.84% | 2.05% | $3,822.1万 | 2.0万股 | $3,994.7万 | 2.0万股 | -3股-0.02% | 减仓 |
 VisaV |
| 1.72% | 1.91% | $3,590.7万 | 10.5万股 | $3,735.2万 | 10.5万股 | -20股-0.02% | 减仓 |
| G通用动力VTI |
| 1.47% | 1.47% | $3,063.1万 | 9.3万股 | $2,864.3万 | 9.4万股 | -906股-0.96% | 减仓 |
 穆迪MCO |
| 1.35% | 1.51% | $2,806.7万 | 5.9万股 | $2,956.2万 | 5.9万股 | -31股-0.05% | 减仓 |
| IiShares安硕信托MTUM |
| 1.15% | 1.16% | $2,398.0万 | 9.4万股 | $2,261.3万 | 9.4万股 | -588股-0.62% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.11% | 1.1% | $2,307.8万 | 3.5万股 | $2,147.1万 | 3.5万股 | -110股-0.32% | 减仓 |
 布鲁克菲尔德BN |
| 1.1% | 1.06% | $2,281.8万 | 33.3万股 | $2,076.8万 | 33.6万股 | -3,058股-0.91% | 减仓 |
 美国运通AXP |
| 1.08% | 1.11% | $2,250.1万 | 6.8万股 | $2,170.9万 | 6.8万股 | -316股-0.46% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.01% | 1% | $2,102.6万 | 81.8万股 | $1,958.4万 | 82.2万股 | -3,994股-0.49% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.97% | 1.11% | $2,018.4万 | 8.8万股 | $2,161.2万 | 8.8万股 | +318股+0.36% | 加仓 |
 COPART COMCPRT |
| 0.88% | 1.03% | $1,829.6万 | 40.7万股 | $2,008.1万 | 40.9万股 | -2,384股-0.58% | 减仓 |
 加拿大国家铁路CNI |
| 0.87% | 1.02% | $1,813.9万 | 19.2万股 | $1,995.9万 | 19.2万股 | +513股+0.27% | 加仓 |
 Jack Henry & Associates, IncJKHY |
| 0.87% | 1.15% | $1,803.5万 | 12.1万股 | $2,242.5万 | 12.4万股 | -3,370股-2.71% | 减仓 |
 谷歌AGOOGL |
| 0.84% | 0.66% | $1,759.0万 | 7.2万股 | $1,285.6万 | 7.3万股 | -589股-0.81% | 减仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 0.82% | 0.82% | $1,714.4万 | 23.5万股 | $1,597.1万 | 23.3万股 | +1,690股+0.72% | 加仓 |
 百事可乐PEP |
| 0.78% | 0.78% | $1,624.1万 | 11.6万股 | $1,531.7万 | 11.6万股 | -364股-0.31% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.78% | 0.69% | $1,620.6万 | 15.0万股 | $1,348.9万 | 15.0万股 | +663股+0.44% | 加仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.77% | 0.78% | $1,593.2万 | 45.6万股 | $1,516.4万 | 46.4万股 | -8,057股-1.74% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.76% | 0.68% | $1,582.2万 | 2.5万股 | $1,331.4万 | 2.5万股 | -58股-0.23% | 减仓 |
 好市多COST |
| 0.72% | 0.83% | $1,508.2万 | 1.6万股 | $1,620.2万 | 1.6万股 | -73股-0.45% | 减仓 |
 TJXTJX |
| 0.7% | 0.64% | $1,453.2万 | 10.1万股 | $1,240.8万 | 10.0万股 | +64股+0.06% | 加仓 |
| V先锋领航指数基金VOO |
| 0.66% | 0.67% | $1,376.5万 | 2.2万股 | $1,311.8万 | 2.3万股 | -616股-2.67% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.65% | 0.67% | $1,357.6万 | 18股 | $1,311.8万 | 18股 | 00.00% | 持仓不变 |
 BROADSTONE NET LEASEBNL |
| 0.64% | 0.58% | $1,330.5万 | 74.5万股 | $1,133.2万 | 70.6万股 | +3.8万股+5.45% | 加仓 |
| S嘉信·USSCHX |
| 0.63% | 0.63% | $1,312.0万 | 49.8万股 | $1,237.0万 | 50.6万股 | -8,016股-1.58% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.56% | 0.69% | $1,165.2万 | 6.1万股 | $1,344.5万 | 6.1万股 | -242股-0.40% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.55% | 0.66% | $1,147.9万 | 12.0万股 | $1,284.6万 | 12.7万股 | -7,100股-5.57% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.52% | 0.52% | $1,080.9万 | 41.1万股 | $1,023.4万 | 41.7万股 | -6,048股-1.45% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.51% | 0.56% | $1,066.7万 | 21.0万股 | $1,097.1万 | 21.6万股 | -6,191股-2.86% | 减仓 |
 GRAHAMGHM |
| 0.49% | 0.47% | $1,028.2万 | 18.7万股 | $927.3万 | 18.7万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.48% | 0.52% | $1,007.2万 | 12.0万股 | $1,009.2万 | 12.6万股 | -5,805股-4.61% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.48% | 0.33% | $989.6万 | 16.5万股 | $639.9万 | 10.7万股 | +5.8万股+54.10% | 加仓 |
 CVS健康CVS |
| 0.47% | 0.46% | $979.6万 | 13.0万股 | $892.5万 | 12.9万股 | +549股+0.42% | 加仓 |
| IiShares安硕信托AGG |
| 0.41% | 0.29% | $845.6万 | 8.4万股 | $573.6万 | 5.8万股 | +2.7万股+45.89% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.38% | 0.29% | $791.0万 | 3.3万股 | $575.9万 | 2.7万股 | +6,002股+22.49% | 加仓 |
