| IiShares安硕·RUSSELLIWF |
| 7.81% | 7.85% | $1,826.5万 | 14.7万股 | $1,573.7万 | 3.7万股 | +11.0万股+298.57% | 加仓 |
| IiShares安硕信托IWD |
| 7.31% | 7.8% | $1,710.1万 | 7.1万股 | $1,562.6万 | 7.3万股 | -2,592股-3.54% | 减仓 |
| V先锋领航白厅基金VYM |
| 6.39% | 6.54% | $1,494.7万 | 9.5万股 | $1,311.4万 | 8.9万股 | +6,038股+6.82% | 加仓 |
| V先锋领航白厅基金VYMI |
| 6.2% | 6.26% | $1,450.0万 | 14.8万股 | $1,255.7万 | 13.3万股 | +1.4万股+10.82% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 5.42% | 5.15% | $1,268.2万 | 11.5万股 | $1,031.4万 | 10.6万股 | +8,882股+8.37% | 加仓 |
| V先锋领航·MIDVO |
| 5.38% | 2.29% | $1,256.9万 | 15.6万股 | $458.3万 | 1.6万股 | +14.0万股+877.50% | 加仓 |
| V先锋领航指数基金VOO |
| 5.13% | 5.21% | $1,199.7万 | 1.7万股 | $1,044.5万 | 1.7万股 | -11股-0.06% | 减仓 |
| V先锋领航指数基金VUG |
| 4.75% | 3.39% | $1,111.9万 | 12.9万股 | $679.4万 | 1.6万股 | +11.4万股+729.86% | 加仓 |
 WEST BANCORPORATION INC CAP STKWTBA |
| 4.71% | 4.96% | $1,102.1万 | 41.5万股 | $994.8万 | 41.8万股 | -2,750股-0.66% | 减仓 |
| IiShares安硕信托IVV |
| 4.1% | 4.34% | $959.4万 | 1.3万股 | $868.9万 | 1.3万股 | -491股-3.69% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.05% | 4.11% | $946.6万 | 1.3万股 | $824.4万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 3.19% | 3.09% | $745.1万 | 2.5万股 | $620.0万 | 2.4万股 | +910股+3.84% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.81% | 2.75% | $656.7万 | 9.2万股 | $551.1万 | 8.6万股 | +6,159股+7.16% | 加仓 |
| I景顺QQQ信托VOO |
| 2.54% | 1.74% | $594.9万 | 8,078股 | $349.3万 | 6,051股 | +2,027股+33.50% | 加仓 |
 苹果AAPL |
| 2.03% | 2.17% | $474.6万 | 1.6万股 | $434.2万 | 1.7万股 | -709股-4.14% | 减仓 |
| V先锋领航指数基金VTV |
| 2.02% | 1.53% | $472.1万 | 2.2万股 | $307.1万 | 1.6万股 | +6,014股+38.43% | 加仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 1.79% | 2.06% | $417.5万 | 9.3万股 | $413.8万 | 9.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.39% | 1.7% | $324.6万 | 8,703股 | $339.9万 | 9,183股 | -480股-5.23% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.32% | 1.5% | $309.5万 | 3.7万股 | $299.7万 | 4.0万股 | -2,953股-7.40% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.27% | 1.37% | $297.4万 | 9,898股 | $275.0万 | 1.1万股 | -1,189股-10.72% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.18% | 1.23% | $275.2万 | 1.8万股 | $247.4万 | 1.8万股 | -350股-1.96% | 减仓 |
 摩根大通JPM |
| 0.87% | 0.97% | $204.4万 | 6,244股 | $194.1万 | 6,600股 | -356股-5.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 0.91% | $198.9万 | 5,629股 | $182.6万 | 6,364股 | -735股-11.55% | 减仓 |
| S嘉信策略信托SCHD |
| 0.7% | 0.83% | $164.8万 | 5.2万股 | $167.3万 | 5.5万股 | -2,534股-4.65% | 减仓 |
 英伟达NVDA |
| 0.62% | 0.73% | $145.1万 | 7,251股 | $146.0万 | 8,374股 | -1,123股-13.41% | 减仓 |
| IiShares安硕信托IEFA |
| 0.62% | 0.73% | $144.1万 | 1.5万股 | $145.4万 | 1.6万股 | -1,145股-7.13% | 减仓 |
 ADAMS DIVERSIFIED EQUITY FD COMADX |
| 0.54% | 0.51% | $126.4万 | 4.9万股 | $102.6万 | 4.7万股 | +2,600股+5.54% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.54% | 0.48% | $126.3万 | 1.2万股 | $95.6万 | 1.1万股 | +1,104股+10.41% | 加仓 |
 艾伯维ABBV |
| 0.53% | 0.54% | $124.3万 | 4,940股 | $107.4万 | 4,940股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.5% | 0.65% | $117.4万 | 1,255股 | $130.5万 | 1,310股 | -55股-4.20% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.61% | $116.8万 | 4,902股 | $121.7万 | 5,842股 | -940股-16.09% | 减仓 |
| IINVESCO S&P 500 PURE GROWTH ETFRPG |
| 0.47% | 0.4% | $109.6万 | 1.7万股 | $80.2万 | 1.7万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.45% | 0.42% | $104.7万 | 4,922股 | $83.4万 | 4,347股 | +575股+13.23% | 加仓 |
 Meta平台META |
| 0.42% | 0.54% | $99.3万 | 1,763股 | $107.6万 | 1,880股 | -117股-6.22% | 减仓 |
 思科CSCO |
| 0.42% | 0.32% | $98.5万 | 8,385股 | $65.1万 | 8,385股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.42% | 1.04% | $97.9万 | 4,137股 | $208.8万 | 9,710股 | -5,573股-57.39% | 减仓 |
 麦当劳MCD |
| 0.39% | 0.52% | $90.9万 | 3,362股 | $104.5万 | 3,362股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.38% | 0.52% | $90.0万 | 7,943股 | $104.4万 | 8,400股 | -457股-5.44% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.4% | $85.5万 | 1,708股 | $80.4万 | 1,678股 | +30股+1.79% | 加仓 |
 南方电力SO |
| 0.34% | 0.47% | $79.3万 | 8,285股 | $94.7万 | 9,816股 | -1,531股-15.60% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.34% | 0.39% | $79.0万 | 9,555股 | $78.2万 | 9,826股 | -271股-2.76% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.32% | 0.35% | $75.6万 | 3,450股 | $70.3万 | 3,450股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.32% | 0.32% | $74.1万 | 4,513股 | $64.3万 | 4,513股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.32% | 0.21% | $73.8万 | 1,704股 | $41.5万 | 1,942股 | -238股-12.26% | 减仓 |
 ROSS STORES COMROST |
| 0.31% | 0.37% | $73.2万 | 3,439股 | $74.5万 | 3,439股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.31% | 0.31% | $72.4万 | 604股 | $61.6万 | 670股 | -66股-9.85% | 减仓 |
| V先锋领航指数基金VOT |
| 0.3% | 0.3% | $71.0万 | 2,318股 | $59.7万 | 2,318股 | 00.00% | 持仓不变 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.3% | 0.31% | $69.9万 | 1.3万股 | $61.5万 | 1.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.29% | 0.27% | $68.3万 | 1,912股 | $55.0万 | 1,912股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.26% | 0.21% | $60.9万 | 2,396股 | $42.3万 | 1,730股 | +666股+38.50% | 加仓 |
