| IiShares安硕信托IVV |
| 15.25% | 14.7% | $9,514.4万 | 12.7万股 | $8,325.5万 | 12.7万股 | -408股-0.32% | 减仓 |
| IiShares安硕·S&PIVE |
| 9.63% | 9.9% | $6,008.0万 | 26.5万股 | $5,605.9万 | 26.5万股 | -893股-0.34% | 减仓 |
| IiShares安硕信托IDEV |
| 8.6% | 8.88% | $5,366.0万 | 60.3万股 | $5,027.5万 | 60.2万股 | +1,262股+0.21% | 加仓 |
| IiShares安硕信托AGG |
| 7.12% | 7.88% | $4,439.6万 | 44.9万股 | $4,460.8万 | 44.9万股 | -827股-0.18% | 减仓 |
| IiShares安硕信托IVW |
| 6.44% | 5.87% | $4,018.9万 | 29.2万股 | $3,326.0万 | 29.4万股 | -1,824股-0.62% | 减仓 |
| IiShares安硕信托EEM |
| 6% | 5.48% | $3,743.2万 | 54.7万股 | $3,104.2万 | 54.7万股 | +556股+0.10% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.39% | 5.18% | $3,361.1万 | 4.5万股 | $2,932.3万 | 4.5万股 | -79股-0.18% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 4.84% | 5.27% | $3,019.1万 | 59.7万股 | $2,985.6万 | 59.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 3.77% | 3.68% | $2,354.4万 | 21.3万股 | $2,083.5万 | 21.4万股 | -865股-0.40% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 3.58% | 3.32% | $2,235.6万 | 7.4万股 | $1,881.5万 | 7.6万股 | -1,457股-1.92% | 减仓 |
| IiShares安硕信托HYG |
| 2.77% | 3.03% | $1,726.5万 | 21.6万股 | $1,717.7万 | 21.6万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.16% | 2.01% | $1,345.0万 | 4.6万股 | $1,140.1万 | 4.5万股 | +1,559股+3.47% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.14% | 2.21% | $1,334.0万 | 12.8万股 | $1,251.1万 | 12.9万股 | -390股-0.30% | 减仓 |
 英伟达NVDA |
| 1.86% | 1.77% | $1,161.7万 | 5.8万股 | $1,000.9万 | 5.7万股 | +668股+1.16% | 加仓 |
 沃尔玛WMT |
| 1.64% | 1.98% | $1,023.1万 | 9.0万股 | $1,122.7万 | 9.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.55% | 1.54% | $967.8万 | 3.0万股 | $869.8万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 1.34% | 1.45% | $833.9万 | 5.3万股 | $818.6万 | 5.4万股 | -713股-1.32% | 减仓 |
 微软MSFT |
| 1.23% | 1.35% | $770.3万 | 2.1万股 | $762.5万 | 2.1万股 | +52股+0.25% | 加仓 |
 谷歌AGOOGL |
| 1.14% | 1.01% | $710.7万 | 2.0万股 | $571.8万 | 2.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.98% | 0.94% | $613.5万 | 2.6万股 | $530.1万 | 2.5万股 | +288股+1.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.77% | $536.0万 | 1.5万股 | $437.0万 | 1.5万股 | -66股-0.43% | 减仓 |
 ATMOS ENERGYATO |
| 0.79% | 0.93% | $492.1万 | 2.9万股 | $529.1万 | 2.9万股 | -74股-0.26% | 减仓 |
 卡特彼勒CAT |
| 0.7% | 0.51% | $434.1万 | 4,076股 | $288.8万 | 4,076股 | 00.00% | 持仓不变 |
 PROSPERITY BANCSHARESPB |
| 0.66% | 0.66% | $409.1万 | 5.6万股 | $376.3万 | 5.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.6% | 0.58% | $371.9万 | 2.3万股 | $329.3万 | 2.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.59% | 0.81% | $367.9万 | 2.7万股 | $460.4万 | 2.7万股 | -229股-0.84% | 减仓 |
| S道富XLI |
| 0.57% | 0.55% | $358.1万 | 1.9万股 | $312.7万 | 1.9万股 | 00.00% | 持仓不变 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.47% | 0.46% | $295.8万 | 3.3万股 | $261.2万 | 3.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.45% | 0.43% | $278.8万 | 3.4万股 | $241.3万 | 3.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.42% | 0.39% | $259.2万 | 1.8万股 | $222.5万 | 1.7万股 | +336股+1.93% | 加仓 |
 VisaV |
| 0.38% | 0.37% | $237.2万 | 6,913股 | $208.9万 | 6,913股 | 00.00% | 持仓不变 |
 HOME BANCSHARESHOMB |
| 0.35% | 0.4% | $221.3万 | 7.8万股 | $226.3万 | 8.4万股 | -6,510股-7.75% | 减仓 |
| IiShares安硕·COREIJH |
| 0.34% | 0.33% | $214.7万 | 2.8万股 | $185.3万 | 2.7万股 | +402股+1.46% | 加仓 |
 甲骨文ORCL |
| 0.34% | 0.37% | $210.5万 | 1.4万股 | $211.3万 | 1.4万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.32% | 0.27% | $201.0万 | 1,676股 | $154.2万 | 1,676股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.26% | $153.1万 | 3,059股 | $146.6万 | 3,059股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.23% | 0.23% | $144.3万 | 4,267股 | $129.1万 | 4,267股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.22% | 0.23% | $135.1万 | 2,631股 | $131.5万 | 2,631股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.2% | 0.19% | $123.1万 | 1,941股 | $109.3万 | 1,941股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.17% | 0.16% | $105.0万 | 1.9万股 | $92.5万 | 1.9万股 | 00.00% | 持仓不变 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.15% | 0.15% | $92.2万 | 7,031股 | $83.4万 | 7,206股 | -175股-2.43% | 减仓 |
| IINSPIRE GLOBAL HOPE ETFBLES |
| 0.13% | 0.14% | $84.1万 | 1.8万股 | $78.3万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.13% | 0.14% | $78.9万 | 9,604股 | $79.6万 | 9,635股 | -31股-0.32% | 减仓 |
 雪佛龙CVX |
| 0.13% | 0.17% | $78.2万 | 4,716股 | $97.6万 | 4,716股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.12% | 0.13% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| JJPMorgan Sustainable Municipal Income ETFJMSI |
| 0.11% | 0.12% | $71.7万 | 1.4万股 | $70.7万 | 1.4万股 | 00.00% | 持仓不变 |
 XCEL ENERGY COMXEL |
| 0.11% | 0.12% | $71.5万 | 8,909股 | $70.8万 | 8,909股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.11% | 0.1% | $68.4万 | 1,723股 | $54.8万 | 1,723股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.11% | 0.12% | $67.8万 | 2,669股 | $68.2万 | 2,789股 | -120股-4.30% | 减仓 |
| IiShares安硕信托IEFA |
| 0.1% | 0.09% | $64.1万 | 6,632股 | $52.7万 | 5,819股 | +813股+13.97% | 加仓 |
