| G通用动力VTI |
| 37.09% | 36.66% | $1.23亿 | 46.0万股 | $1.20亿 | 46.2万股 | -2,793股-0.60% | 减仓 |
| V先锋领航·FTSEVEA |
| 16.01% | 16.31% | $5,305.6万 | 107.4万股 | $5,347.2万 | 106.6万股 | +7,755股+0.73% | 加仓 |
| V先锋领航·FSTEVWO |
| 8.16% | 7.82% | $2,705.1万 | 61.8万股 | $2,564.0万 | 61.4万股 | +4,333股+0.71% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.39% | 5.55% | $1,785.6万 | 22.8万股 | $1,820.5万 | 22.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 4.05% | 4.23% | $1,341.2万 | 3.3万股 | $1,386.4万 | 3.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 4.04% | 4.26% | $1,337.5万 | 18.4万股 | $1,394.9万 | 18.8万股 | -3,813股-2.03% | 减仓 |
| IiShares安硕信托IWV |
| 3.29% | 3.23% | $1,090.4万 | 3.5万股 | $1,060.0万 | 3.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 3.27% | 3.39% | $1,084.5万 | 12.4万股 | $1,111.1万 | 12.4万股 | +13股+0.01% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.02% | 2.96% | $999.4万 | 15.9万股 | $970.5万 | 15.9万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 2.62% | 2.55% | $868.5万 | 16.2万股 | $837.1万 | 16.2万股 | +18股+0.01% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.85% | 1.94% | $612.2万 | 10股 | $634.4万 | 10股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 1.74% | 1.82% | $576.8万 | 6.9万股 | $595.3万 | 6.9万股 | +20股+0.03% | 加仓 |
 苹果AAPL |
| 1.71% | 1.41% | $566.6万 | 2.7万股 | $461.3万 | 2.7万股 | 00.00% | 持仓不变 |
| EEXLSERVICEEXLS |
| 1.58% | 1.62% | $522.8万 | 16.7万股 | $530.1万 | 16.7万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 1.19% | 1.28% | $393.8万 | 4.3万股 | $421.1万 | 4.5万股 | -1,400股-3.14% | 减仓 |
| V先锋领航全球基金VDE |
| 0.69% | 0.73% | $230.3万 | 1.8万股 | $239.9万 | 1.8万股 | -165股-0.91% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.63% | 0.69% | $210.4万 | 2.3万股 | $226.5万 | 2.5万股 | -1,556股-6.31% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.39% | 0.36% | $129.4万 | 3,549股 | $119.6万 | 3,549股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICF |
| 0.36% | 0.37% | $120.3万 | 2.1万股 | $121.2万 | 2.1万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 0.34% | 0.35% | $111.4万 | 2.0万股 | $115.6万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.32% | 0.31% | $104.8万 | 2.5万股 | $101.1万 | 2.5万股 | 00.00% | 持仓不变 |
| RR1 RCM INC |
| 0.31% | <0.01% | $102.8万 | 8.2万股 | $1,055 | 8.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.3% | 0.31% | $99.2万 | 5,685股 | $101.8万 | 5,685股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.24% | 0.25% | $80.5万 | 3,025股 | $81.8万 | 3,025股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.19% | 0.21% | $63.3万 | 1.6万股 | $70.1万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.16% | 0.1% | $54.6万 | 5,620股 | $33.9万 | 3,460股 | +2,160股+62.43% | 加仓 |
| IiShares安硕信托GVI |
| 0.16% | 0.12% | $52.2万 | 4,900股 | $40.9万 | 3,800股 | +1,100股+28.95% | 加仓 |
| GGENPACT LIMITEDG |
| 0.15% | 0.15% | $48.3万 | 1.5万股 | $49.4万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.14% | 0.14% | $47.2万 | 6,923股 | $45.4万 | 6,923股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.1% | 0.11% | $34.2万 | 1.7万股 | $34.7万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.1% | 0.09% | $33.2万 | 575股 | $30.1万 | 575股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.08% | 0.08% | $26.4万 | 3,235股 | $25.9万 | 3,235股 | 00.00% | 持仓不变 |
 MAPLEBEAR COMCART |
| 0.07% | 0.18% | $24.8万 | 7,728股 | $58.3万 | 1.6万股 | -7,900股-50.55% | 减仓 |
 JUNIPER NETWORKS INC COMJNPR |
| 0.07% | 0.07% | $24.1万 | 6,620股 | $24.5万 | 6,620股 | 00.00% | 持仓不变 |
| AAMARIN CORP PLC |
| 0.07% | 0.1% | $24.1万 | 35.0万股 | $31.2万 | 35.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.07% | 0.08% | $23.0万 | 2,250股 | $25.6万 | 2,465股 | -215股-8.72% | 减仓 |
| MMATTERPORT INC COM CL A |
| 0.03% | — | $10.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| FFUBOTVFUBOGBP |
| 0.01% | 0.01% | $2.6万 | 2.1万股 | $3.4万 | 2.1万股 | 00.00% | 持仓不变 |
| DDURECT CORP |
| <0.01% | <0.01% | $17 | 1.3万股 | $16 | 1.3万股 | 00.00% | 持仓不变 |
