 伯克希尔哈撒韦BRK.B |
| 6.14% | 6.31% | $3,583.2万 | 7.2万股 | $3,432.4万 | 7.2万股 | -19股-0.03% | 减仓 |
 苹果AAPL |
| 5.98% | 5.46% | $3,490.3万 | 12.1万股 | $2,970.0万 | 11.7万股 | +3,596股+3.07% | 加仓 |
 谷歌AGOOGL |
| 5.44% | 5.79% | $3,173.1万 | 8.9万股 | $3,150.3万 | 11.0万股 | -2.1万股-18.95% | 减仓 |
 微软MSFT |
| 4.5% | 4.75% | $2,626.5万 | 7.0万股 | $2,585.4万 | 7.0万股 | +569股+0.81% | 加仓 |
 PROGRESSIVEPGR |
| 3.78% | 3.7% | $2,204.5万 | 10.1万股 | $2,010.5万 | 10.1万股 | -502股-0.49% | 减仓 |
| SSIMPLIFY MBS ETFMTBA |
| 3.38% | 3.45% | $1,972.3万 | 40.2万股 | $1,877.1万 | 38.0万股 | +2.2万股+5.91% | 加仓 |
 埃克森美孚XOM |
| 3.28% | 4.01% | $1,911.6万 | 14.0万股 | $2,181.7万 | 12.9万股 | +1.1万股+8.73% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.23% | 3.03% | $1,884.3万 | 45.2万股 | $1,648.0万 | 44.8万股 | +3,222股+0.72% | 加仓 |
 BURKE HERBERT FINL SVCSBHRB |
| 3.19% | 2.95% | $1,861.7万 | 25.9万股 | $1,607.6万 | 25.8万股 | +1,000股+0.39% | 加仓 |
 JacobsJ |
| 3.06% | 3.22% | $1,788.1万 | 14.2万股 | $1,753.5万 | 13.8万股 | +4,145股+3.01% | 加仓 |
 亚马逊AMZN |
| 3.02% | 2.83% | $1,761.2万 | 7.4万股 | $1,541.3万 | 7.4万股 | -113股-0.15% | 减仓 |
 沃特世WAT |
| 2.98% | 2.57% | $1,739.5万 | 4.6万股 | $1,398.9万 | 4.7万股 | -593股-1.26% | 减仓 |
 博通AVGO |
| 2.81% | 2.43% | $1,641.0万 | 4.3万股 | $1,321.7万 | 4.3万股 | +738股+1.73% | 加仓 |
 W.R.伯克利WRB |
| 2.8% | 2.84% | $1,635.4万 | 23.2万股 | $1,543.7万 | 23.3万股 | -1,027股-0.44% | 减仓 |
| BBANK OF AMERBAC |
| 2.79% | 3.83% | $1,629.4万 | 28.6万股 | $2,085.0万 | 42.8万股 | -14.2万股-33.14% | 减仓 |
 哈勃HUBB |
| 2.76% | 2.78% | $1,608.6万 | 3.1万股 | $1,511.2万 | 3.1万股 | -48股-0.16% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.67% | 2.46% | $1,560.7万 | 30.2万股 | $1,338.6万 | 29.7万股 | +5,253股+1.77% | 加仓 |
 VALERO ENERGY COMVLO |
| 2.44% | 2.5% | $1,421.7万 | 5.5万股 | $1,359.4万 | 5.5万股 | -432股-0.79% | 减仓 |
 威瑞信VRSN |
| 2.39% | 2.55% | $1,397.6万 | 5.6万股 | $1,387.6万 | 5.6万股 | -312股-0.56% | 减仓 |
 万事达MA |
| 2.06% | 0.04% | $1,203.3万 | 2.3万股 | $20.7万 | 414股 | +2.3万股+5,558.94% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.99% | 1.89% | $1,163.4万 | 28.2万股 | $1,028.6万 | 26.4万股 | +1.8万股+6.83% | 加仓 |
 Markel Group Inc.MKL |
| 1.83% | 2.87% | $1,071.0万 | 5,484股 | $1,560.0万 | 8,150股 | -2,666股-32.71% | 减仓 |
 ADOBE COMADBE |
| 1.82% | 2.41% | $1,063.8万 | 5.2万股 | $1,310.0万 | 5.4万股 | -2,007股-3.72% | 减仓 |
 诺和诺德NVO |
| 1.54% | 1.31% | $901.2万 | 18.8万股 | $714.5万 | 19.4万股 | -6,443股-3.31% | 减仓 |
 第一资本COF |
| 1.52% | 2.38% | $885.6万 | 4.4万股 | $1,295.0万 | 7.1万股 | -2.7万股-37.81% | 减仓 |
 ZOETIS CL AZTS |
| 1.33% | 2.43% | $778.6万 | 10.8万股 | $1,322.0万 | 11.2万股 | -3,490股-3.12% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.31% | 1.35% | $763.5万 | 9.2万股 | $735.3万 | 9.2万股 | +27股+0.03% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.25% | 1.2% | $731.1万 | 16.5万股 | $655.6万 | 16.9万股 | -3,893股-2.31% | 减仓 |
| DDOUBLELINE ETF TRUSTDCRE |
| 1.2% | 1.22% | $699.4万 | 13.5万股 | $664.2万 | 12.8万股 | +7,180股+5.62% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.17% | 1.13% | $681.5万 | 13.6万股 | $617.2万 | 12.4万股 | +1.2万股+9.79% | 加仓 |
 埃森哲ACN |
| 1.07% | 1.9% | $623.7万 | 5.0万股 | $1,033.7万 | 5.2万股 | -2,009股-3.85% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.05% | 1.07% | $613.0万 | 25.4万股 | $584.1万 | 24.1万股 | +1.3万股+5.53% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.93% | 0.67% | $540.0万 | 6.6万股 | $366.0万 | 5.1万股 | +1.5万股+29.75% | 加仓 |
 霍尼韦尔HON |
| 0.92% | — | $535.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.91% | — | $528.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.71% | 0.61% | $413.4万 | 10.3万股 | $332.8万 | 9.8万股 | +4,523股+4.60% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.71% | 0.61% | $412.4万 | 11.2万股 | $331.7万 | 9.8万股 | +1.4万股+14.64% | 加仓 |
| S嘉信策略信托SCHR |
| 0.69% | 0.56% | $401.5万 | 16.3万股 | $302.1万 | 12.1万股 | +4.2万股+34.25% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.62% | 0.61% | $363.8万 | 10.7万股 | $331.9万 | 10.3万股 | +3,621股+3.52% | 加仓 |
 雪佛龙CVX |
| 0.53% | 0.65% | $307.3万 | 1.9万股 | $352.5万 | 1.7万股 | +1,505股+8.83% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.48% | 0.42% | $282.0万 | 4.0万股 | $228.1万 | 3.7万股 | +3,812股+10.43% | 加仓 |
 康宁GLW |
| 0.45% | 0.26% | $264.9万 | 1.0万股 | $141.8万 | 1.0万股 | -57股-0.55% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.35% | 0.36% | $207.0万 | 4.6万股 | $194.6万 | 4.6万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHP |
| 0.34% | 0.33% | $195.7万 | 7.4万股 | $181.5万 | 6.8万股 | +5,646股+8.28% | 加仓 |
 强生JNJ |
| 0.3% | 0.31% | $176.2万 | 6,939股 | $170.6万 | 6,979股 | -40股-0.57% | 减仓 |
| IiShares黄金信托IAU |
| 0.3% | 0.37% | $174.7万 | 2.3万股 | $203.9万 | 2.3万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.29% | 0.28% | $167.8万 | 7,751股 | $151.2万 | 7,599股 | +152股+2.00% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.28% | 0.43% | $161.6万 | 2.0万股 | $235.8万 | 2.5万股 | -5,094股-20.03% | 减仓 |
 摩根大通JPM |
| 0.26% | 0.25% | $151.5万 | 4,630股 | $134.2万 | 4,563股 | +67股+1.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.26% | $149.9万 | 2,007股 | $143.0万 | 2,199股 | -192股-8.73% | 减仓 |
