| SSPDR标普500 ETFSPY |
| 42.51% | 42.51% | $6,473.4万 | 16.9万股 | $6,473.4万 | 16.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 17.13% | 17.13% | $2,608.8万 | 25.9万股 | $2,608.8万 | 25.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 14.65% | 14.65% | $2,230.7万 | 12.8万股 | $2,230.7万 | 12.8万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 7.15% | 7.15% | $1,089.0万 | 23.3万股 | $1,089.0万 | 23.3万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 3.58% | 3.58% | $545.3万 | 13.0万股 | $545.3万 | 13.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 2.86% | 2.86% | $435.5万 | 5.1万股 | $435.5万 | 5.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.45% | 2.45% | $372.9万 | 7.9万股 | $372.9万 | 7.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.7% | 1.7% | $259.3万 | 3.9万股 | $259.3万 | 3.9万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 1.54% | 1.54% | $234.4万 | 5股 | $234.4万 | 5股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.3% | 1.3% | $198.7万 | 1.5万股 | $198.7万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 1.07% | 1.07% | $163.6万 | 1.7万股 | $163.6万 | 1.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.67% | 0.67% | $101.7万 | 7,827股 | $101.7万 | 7,827股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.54% | 0.54% | $82.8万 | 4,000股 | $82.8万 | 4,000股 | 00.00% | 持仓不变 |
 CROWN CASTLE COMCCI |
| 0.53% | 0.53% | $81.4万 | 6,000股 | $81.4万 | 6,000股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.51% | 0.51% | $78.1万 | 4,253股 | $78.1万 | 4,253股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.46% | $69.5万 | 2,250股 | $69.5万 | 2,250股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.27% | 0.27% | $40.4万 | 1.0万股 | $40.4万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.21% | 0.21% | $32.3万 | 1,214股 | $32.3万 | 1,214股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.18% | 0.18% | $27.4万 | 600股 | $27.4万 | 600股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.17% | 0.17% | $26.5万 | 3,000股 | $26.5万 | 3,000股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.15% | 0.15% | $22.3万 | 7,200股 | $22.3万 | 7,200股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.13% | 0.13% | $20.4万 | 1,345股 | $20.4万 | 1,345股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.13% | 0.13% | $20.2万 | 1,392股 | $20.2万 | 1,392股 | 00.00% | 持仓不变 |
| AAMERICAN WELL |
| 0.07% | 0.08% | $11.4万 | 4.0万股 | $11.4万 | 4.0万股 | 00.00% | 持仓不变 |
| SSHIFT TECHNOLOGIES INC |
| 0.01% | 0.01% | $1.2万 | 8.1万股 | $1.2万 | 8.1万股 | 00.00% | 持仓不变 |
