 伯克希尔哈撒韦BRK.A |
| 36.35% | 0.05% | $45.26亿 | 6,044股 | $430.9万 | 6股 | +6,038股+100,633.33% | 加仓 |
| IiShares安硕信托IVV |
| 5.47% | 6.76% | $6.81亿 | 91.0万股 | $5.49亿 | 84.1万股 | +6.9万股+8.21% | 加仓 |
 微软MSFT |
| 3.98% | 6.19% | $4.95亿 | 132.7万股 | $5.02亿 | 135.6万股 | -2.9万股-2.15% | 减仓 |
| V先锋领航指数基金VOO |
| 1.99% | 2.87% | $2.48亿 | 36.1万股 | $2.33亿 | 38.9万股 | -2.8万股-7.20% | 减仓 |
| V先锋领航指数基金VTV |
| 1.99% | 4.33% | $2.47亿 | 113.4万股 | $3.52亿 | 179.3万股 | -65.8万股-36.72% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.87% | 5.35% | $2.33亿 | 563.6万股 | $4.35亿 | 1,115.6万股 | -552.0万股-49.48% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.85% | 2.03% | $2.31亿 | 323.6万股 | $1.65亿 | 257.1万股 | +66.5万股+25.86% | 加仓 |
| V先锋领航指数基金VUG |
| 1.83% | 3.35% | $2.28亿 | 264.9万股 | $2.72亿 | 62.3万股 | +202.6万股+325.28% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 1.72% | 3.1% | $2.14亿 | 456.1万股 | $2.52亿 | 592.9万股 | -136.8万股-23.07% | 减仓 |
 苹果AAPL |
| 1.54% | 2.25% | $1.92亿 | 66.4万股 | $1.83亿 | 72.0万股 | -5.7万股-7.86% | 减仓 |
| IiShares安硕信托STIP |
| 1.53% | 1.85% | $1.90亿 | 186.0万股 | $1.50亿 | 145.3万股 | +40.7万股+28.01% | 加仓 |
| PProShares信托REGL |
| 1.42% | 2.15% | $1.77亿 | 193.6万股 | $1.75亿 | 202.3万股 | -8.7万股-4.32% | 减仓 |
 英伟达NVDA |
| 1.22% | 1.78% | $1.52亿 | 76.0万股 | $1.45亿 | 83.0万股 | -7.0万股-8.38% | 减仓 |
| V先锋领航指数基金VV |
| 1.22% | 1.63% | $1.52亿 | 44.1万股 | $1.33亿 | 44.4万股 | -2,675股-0.60% | 减仓 |
 亚马逊AMZN |
| 1.21% | 1.71% | $1.51亿 | 63.5万股 | $1.39亿 | 66.7万股 | -3.2万股-4.84% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.99% | 2.62% | $1.24亿 | 56.3万股 | $2.13亿 | 111.0万股 | -54.7万股-49.25% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.83% | 1.07% | $1.03亿 | 13.8万股 | $8,666.6万 | 13.3万股 | +4,349股+3.26% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.79% | 1.16% | $9,808.7万 | 103.7万股 | $9,452.6万 | 99.0万股 | +4.7万股+4.72% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.76% | — | $9,408.2万 | 61.8万股 | $0 | 0股 | +61.8万股 | 新买入 |
| DDimensional维度ETF信托DFLV |
| 0.74% | 2.02% | $9,244.0万 | 233.8万股 | $1.64亿 | 459.1万股 | -225.3万股-49.08% | 减仓 |
| IiShares安硕·COREIJH |
| 0.71% | 0.96% | $8,897.2万 | 115.4万股 | $7,823.4万 | 115.9万股 | -4,676股-0.40% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.69% | 1.8% | $8,530.8万 | 212.2万股 | $1.46亿 | 430.9万股 | -218.7万股-50.76% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.65% | 0.88% | $8,092.7万 | 19.8万股 | $7,151.6万 | 20.1万股 | -2,948股-1.47% | 减仓 |
| IiShares安硕信托AGG |
| 0.62% | 1.61% | $7,779.3万 | 78.6万股 | $1.31亿 | 131.7万股 | -53.1万股-40.32% | 减仓 |
 QUANTA SVCSPWR |
| 0.56% | 0.03% | $6,963.6万 | 9.7万股 | $272.2万 | 4,957股 | +9.2万股+1,851.00% | 加仓 |
 谷歌AGOOGL |
| 0.55% | 0.64% | $6,788.9万 | 19.0万股 | $5,226.3万 | 18.2万股 | +8,324股+4.58% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.54% | 0.98% | $6,697.6万 | 115.1万股 | $7,993.9万 | 136.6万股 | -21.5万股-15.73% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.77% | $6,558.6万 | 18.6万股 | $6,276.7万 | 21.9万股 | -3.3万股-15.16% | 减仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.51% | 0.73% | $6,329.2万 | 69.1万股 | $5,917.3万 | 77.5万股 | -8.4万股-10.88% | 减仓 |
| V先锋领航指数基金VB |
| 0.47% | 1.03% | $5,895.3万 | 19.4万股 | $8,382.4万 | 32.0万股 | -12.6万股-39.23% | 减仓 |
 博通AVGO |
| 0.45% | 0.65% | $5,575.6万 | 14.8万股 | $5,236.9万 | 16.9万股 | -2.2万股-12.76% | 减仓 |
 泛林集团LRCX |
| 0.44% | 0.52% | $5,486.1万 | 12.7万股 | $4,229.3万 | 19.8万股 | -7.1万股-36.03% | 减仓 |
| IiShares安硕信托GVI |
| 0.41% | 0.68% | $5,164.8万 | 48.0万股 | $5,546.0万 | 52.2万股 | -4.3万股-8.15% | 减仓 |
| IiShares安硕信托IEFA |
| 0.39% | 0.57% | $4,875.8万 | 50.5万股 | $4,618.1万 | 51.0万股 | -5,269股-1.03% | 减仓 |
| G通用动力VTI |
| 0.37% | 0.59% | $4,570.3万 | 12.4万股 | $4,813.2万 | 15.0万股 | -2.7万股-17.68% | 减仓 |
 Meta平台META |
| 0.37% | 0.57% | $4,569.7万 | 8.1万股 | $4,590.5万 | 8.0万股 | +889股+1.11% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.37% | 1.05% | $4,562.0万 | 77.3万股 | $8,523.8万 | 143.1万股 | -65.8万股-45.96% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.36% | 0.96% | $4,493.0万 | 114.3万股 | $7,813.9万 | 223.0万股 | -108.7万股-48.76% | 减仓 |
 礼来LLY |
| 0.35% | 0.5% | $4,364.1万 | 3.6万股 | $4,064.5万 | 4.4万股 | -7,805股-17.66% | 减仓 |
| V先锋领航指数基金VXF |
| 0.35% | 0.49% | $4,358.0万 | 17.7万股 | $3,942.9万 | 19.2万股 | -1.5万股-7.61% | 减仓 |
 特斯拉TSLA |
| 0.34% | 0.5% | $4,269.2万 | 10.2万股 | $4,034.4万 | 10.9万股 | -7,023股-6.47% | 减仓 |
| IiShares安硕信托SGOV |
| 0.31% | 0.45% | $3,799.3万 | 37.7万股 | $3,648.7万 | 36.2万股 | +1.5万股+4.12% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.3% | 0.44% | $3,785.2万 | 63.4万股 | $3,533.7万 | 65.4万股 | -2.0万股-3.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 1.14% | $3,623.2万 | 7.2万股 | $9,286.5万 | 8.0万股 | -7,562股-9.46% | 减仓 |
 美光科技MU |
| 0.27% | 0.1% | $3,390.3万 | 2.9万股 | $792.5万 | 2.3万股 | +5,914股+25.21% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.38% | $3,327.0万 | 10.2万股 | $3,097.5万 | 10.5万股 | -3,661股-3.48% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.25% | 0.34% | $3,062.1万 | 27.8万股 | $2,747.0万 | 28.3万股 | -4,962股-1.76% | 减仓 |
| IiShares安硕信托EEM |
| 0.24% | 0.3% | $2,963.8万 | 43.3万股 | $2,472.7万 | 43.5万股 | -2,176股-0.50% | 减仓 |
 好市多COST |
| 0.24% | 0.39% | $2,929.3万 | 3.1万股 | $3,135.9万 | 3.1万股 | -158股-0.50% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.23% | 0.32% | $2,890.2万 | 18.4万股 | $2,629.2万 | 19.0万股 | -5,930股-3.12% | 减仓 |
