 伯克希尔哈撒韦BRK.A |
| 15.25% | 15.28% | $2.85亿 | 700股 | $2.86亿 | 700股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 12.12% | 12.92% | $2.26亿 | 763.6万股 | $2.42亿 | 765.8万股 | -2.2万股-0.29% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 6.46% | 6.8% | $1.21亿 | 57.3万股 | $1.27亿 | 58.3万股 | -9,889股-1.70% | 减仓 |
| V先锋领航指数基金VBK |
| 5.7% | 5.53% | $1.06亿 | 54.5万股 | $1.04亿 | 52.6万股 | +1.9万股+3.58% | 加仓 |
| IiShares安硕信托MTUM |
| 4.27% | 4.34% | $7,970.2万 | 60.8万股 | $8,135.2万 | 59.7万股 | +1.1万股+1.85% | 加仓 |
| IiShares安硕信托IVV |
| 3.09% | 3.35% | $5,764.5万 | 16.1万股 | $6,274.0万 | 16.5万股 | -4,748股-2.87% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.98% | 3.16% | $5,563.1万 | 53.5万股 | $5,920.2万 | 53.0万股 | +5,355股+1.01% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 2.92% | 3.3% | $5,442.6万 | 219.9万股 | $6,181.5万 | 222.6万股 | -2.7万股-1.21% | 减仓 |
| V先锋领航指数基金VUG |
| 2.82% | 2.92% | $5,268.9万 | 24.6万股 | $5,472.1万 | 24.6万股 | +759股+0.31% | 加仓 |
| IiShares安硕信托IWD |
| 2.79% | 3.03% | $5,212.8万 | 38.3万股 | $5,676.9万 | 39.2万股 | -8,271股-2.11% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 2.74% | 3.07% | $5,105.5万 | 243.8万股 | $5,743.7万 | 244.1万股 | -2,835股-0.12% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 2.58% | 1.92% | $4,813.4万 | 260.5万股 | $3,596.4万 | 172.7万股 | +87.8万股+50.86% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.46% | 2.39% | $4,581.7万 | 81.8万股 | $4,479.5万 | 71.7万股 | +10.1万股+14.11% | 加仓 |
| IiShares安硕信托GVI |
| 2.36% | 1.51% | $4,405.2万 | 42.9万股 | $2,832.8万 | 26.6万股 | +16.3万股+61.24% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.35% | 1.89% | $4,389.5万 | 214.8万股 | $3,540.9万 | 150.5万股 | +64.3万股+42.71% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.76% | 1.97% | $3,281.0万 | 127.4万股 | $3,689.7万 | 127.7万股 | -3,468股-0.27% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.67% | 1.86% | $3,108.5万 | 79.8万股 | $3,477.2万 | 86.5万股 | -6.7万股-7.74% | 减仓 |
 苹果AAPL |
| 1.46% | 1.33% | $2,727.7万 | 19.7万股 | $2,487.7万 | 18.2万股 | +1.5万股+8.47% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.27% | 1.41% | $2,364.8万 | 33.3万股 | $2,634.1万 | 35.2万股 | -1.9万股-5.27% | 减仓 |
| IiShares安硕信托EFG |
| 0.95% | 0.87% | $1,773.3万 | 24.4万股 | $1,626.8万 | 20.2万股 | +4.2万股+20.92% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.9% | 0.64% | $1,681.1万 | 77.1万股 | $1,189.9万 | 52.7万股 | +24.4万股+46.27% | 加仓 |
 微软MSFT |
| 0.88% | 0.94% | $1,651.1万 | 7.1万股 | $1,764.4万 | 6.9万股 | +2,193股+3.19% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.73% | — | $1,359.4万 | 29.6万股 | $0 | 0股 | +29.6万股 | 新买入 |
| IiShares安硕信托IWC |
| 0.56% | 0.59% | $1,045.4万 | 10.1万股 | $1,104.7万 | 10.6万股 | -5,148股-4.84% | 减仓 |
 谷歌AGOOGL |
| 0.46% | 0.54% | $852.7万 | 8.9万股 | $1,013.4万 | 4,650股 | +8.4万股+1,817.18% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.43% | 0.52% | $806.2万 | 3.9万股 | $968.0万 | 4.7万股 | -7,899股-16.83% | 减仓 |
 联合健康UNH |
| 0.42% | 0.41% | $782.5万 | 1.5万股 | $769.7万 | 1.5万股 | +508股+3.39% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.28% | $698.7万 | 6.2万股 | $533.9万 | 5.0万股 | +1.2万股+23.00% | 加仓 |
 强生JNJ |
| 0.36% | 0.39% | $667.5万 | 4.1万股 | $729.2万 | 4.1万股 | -219股-0.53% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.31% | 0.07% | $577.4万 | 11.8万股 | $131.7万 | 2.4万股 | +9.4万股+390.60% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.3% | 0.35% | $552.4万 | 29.2万股 | $649.4万 | 30.3万股 | -1.0万股-3.46% | 减仓 |
| S道富SPYV |
| 0.29% | 0.33% | $545.7万 | 15.8万股 | $620.1万 | 16.8万股 | -1.0万股-6.05% | 减仓 |
| IiShares安硕信托LRGF |
| 0.29% | 0.31% | $541.8万 | 15.0万股 | $582.6万 | 15.4万股 | -4,131股-2.69% | 减仓 |
 特斯拉TSLA |
| 0.28% | 0.16% | $527.1万 | 2.0万股 | $306.1万 | 4,545股 | +1.5万股+337.23% | 加仓 |
 CVS健康CVS |
| 0.27% | 0.26% | $505.8万 | 5.3万股 | $479.7万 | 5.2万股 | +1,266股+2.45% | 加仓 |
 礼来LLY |
| 0.26% | 0.27% | $493.4万 | 1.5万股 | $514.8万 | 1.6万股 | -618股-3.89% | 减仓 |
 METLIFE COMMET |
| 0.26% | 0.27% | $482.9万 | 7.9万股 | $509.6万 | 8.1万股 | -1,709股-2.11% | 减仓 |
 沃尔玛WMT |
| 0.26% | 0.21% | $477.5万 | 3.7万股 | $394.5万 | 3.2万股 | +4,373股+13.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.26% | $468.4万 | 1.3万股 | $480.8万 | 1.3万股 | +370股+2.90% | 加仓 |
| IiShares安硕信托AGG |
| 0.24% | — | $454.9万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 UNUMUNM |
| 0.22% | 0.17% | $417.7万 | 10.8万股 | $320.7万 | 9.4万股 | +1.3万股+14.20% | 加仓 |
 艾伯维ABBV |
| 0.21% | 0.26% | $390.4万 | 2.9万股 | $489.3万 | 3.2万股 | -2,861股-8.96% | 减仓 |
 家得宝HD |
| 0.2% | 0.22% | $369.2万 | 1.3万股 | $408.7万 | 1.5万股 | -1,521股-10.21% | 减仓 |
 辉瑞PFE |
| 0.2% | 0.24% | $367.9万 | 8.4万股 | $444.5万 | 8.5万股 | -707股-0.83% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.2% | 0.15% | $366.1万 | 2.2万股 | $272.0万 | 1.8万股 | +4,276股+23.59% | 加仓 |
 宝洁PG |
| 0.19% | 0.22% | $355.0万 | 2.8万股 | $405.2万 | 2.8万股 | -64股-0.23% | 减仓 |
 财捷INTU |
| 0.18% | 0.17% | $343.6万 | 8,871股 | $318.6万 | 8,265股 | +606股+7.33% | 加仓 |
 埃森哲ACN |
| 0.18% | 0.19% | $333.4万 | 1.3万股 | $350.2万 | 1.3万股 | +346股+2.74% | 加仓 |
 英伟达NVDA |
| 0.17% | 0.24% | $314.4万 | 2.6万股 | $442.7万 | 2.9万股 | -3,308股-11.33% | 减仓 |
 百事可乐PEP |
| 0.17% | 0.15% | $311.5万 | 1.9万股 | $280.8万 | 1.7万股 | +2,230股+13.23% | 加仓 |
