| G通用动力VTI |
| 51.27% | 50.85% | $3.12亿 | 84.4万股 | $2.73亿 | 85.2万股 | -7,140股-0.84% | 减仓 |
| V先锋领航指数基金VNQ |
| 22.07% | 22.91% | $1.35亿 | 139.5万股 | $1.23亿 | 138.8万股 | +7,672股+0.55% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 3.14% | 2.94% | $1,915.7万 | 65.6万股 | $1,578.9万 | 62.2万股 | +3.4万股+5.45% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 2.87% | 2.87% | $1,752.2万 | 37.6万股 | $1,544.0万 | 37.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 2.58% | 2.81% | $1,572.6万 | 21股 | $1,508.1万 | 21股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 1.98% | 1.96% | $1,205.9万 | 3.5万股 | $1,054.8万 | 3.5万股 | -230股-0.65% | 减仓 |
 DUCOMMUN DELDCO |
| 1.53% | 1.41% | $935.2万 | 5.0万股 | $759.2万 | 6.2万股 | -1.2万股-18.86% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.07% | 1.1% | $650.9万 | 2.8万股 | $592.3万 | 2.8万股 | -30股-0.11% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.02% | 1.05% | $622.1万 | 8.9万股 | $562.2万 | 9.0万股 | -1,029股-1.14% | 减仓 |
| IiShares黄金信托IAU |
| 0.85% | 1.15% | $518.0万 | 6.9万股 | $619.5万 | 7.0万股 | -1,664股-2.37% | 减仓 |
 苹果AAPL |
| 0.81% | 0.81% | $491.9万 | 1.7万股 | $436.2万 | 1.7万股 | -186股-1.08% | 减仓 |
 卡特彼勒CAT |
| 0.72% | 0.54% | $438.4万 | 4,117股 | $291.7万 | 4,117股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.67% | $394.7万 | 7,889股 | $360.2万 | 7,517股 | +372股+4.95% | 加仓 |
| IiShares安硕信托DSI |
| 0.58% | 0.56% | $351.9万 | 2.5万股 | $299.5万 | 2.5万股 | -2股-0.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.04% | $329.8万 | 9,333股 | $23.5万 | 820股 | +8,513股+1,038.17% | 加仓 |
| V先锋领航指数基金VOO |
| 0.47% | 0.5% | $288.5万 | 4,201股 | $268.1万 | 4,486股 | -285股-6.35% | 减仓 |
 英伟达NVDA |
| 0.43% | 0.45% | $260.5万 | 1.3万股 | $239.3万 | 1.4万股 | -701股-5.11% | 减仓 |
| A美国世纪ETF信托DSPY |
| 0.39% | 0.41% | $240.1万 | 3.7万股 | $219.6万 | 3.7万股 | -19股-0.05% | 减仓 |
| V先锋领航·MIDVO |
| 0.38% | 0.39% | $230.8万 | 2.9万股 | $207.1万 | 7,213股 | +2.1万股+297.12% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.27% | 0.32% | $166.5万 | 1.6万股 | $169.8万 | 1.7万股 | -839股-4.94% | 减仓 |
| V先锋领航指数基金VB |
| 0.26% | 0.25% | $156.3万 | 5,156股 | $135.6万 | 5,176股 | -20股-0.39% | 减仓 |
| IiShares安硕信托ITOT |
| 0.25% | 0.24% | $151.1万 | 9,199股 | $131.0万 | 9,198股 | +1股+0.01% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.26% | $149.1万 | 6,257股 | $141.8万 | 6,807股 | -550股-8.08% | 减仓 |
 谷歌AGOOGL |
| 0.23% | 0.12% | $142.6万 | 3,991股 | $64.9万 | 2,256股 | +1,735股+76.91% | 加仓 |
 微软MSFT |
| 0.23% | 0.25% | $138.4万 | 3,710股 | $135.1万 | 3,649股 | +61股+1.67% | 加仓 |
| IiShares安硕信托IVV |
| 0.17% | 0.17% | $104.2万 | 1,391股 | $90.9万 | 1,391股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.17% | 0.17% | $101.6万 | 8,995股 | $90.8万 | 8,995股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.16% | 0.15% | $95.9万 | 7,720股 | $82.3万 | 1,930股 | +5,790股+300.00% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.15% | 0.14% | $91.7万 | 2.1万股 | $76.8万 | 2.1万股 | +3股+0.01% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.13% | 0.13% | $78.5万 | 4,340股 | $71.8万 | 4,340股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.13% | 0.11% | $76.8万 | 1,043股 | $60.6万 | 1,051股 | -8股-0.76% | 减仓 |
| S嘉信·USSCHX |
| 0.12% | 0.12% | $72.5万 | 2.5万股 | $64.2万 | 2.5万股 | -400股-1.60% | 减仓 |
 雪佛龙CVX |
| 0.12% | 0.15% | $72.1万 | 4,352股 | $79.6万 | 3,848股 | +504股+13.10% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.12% | 0.12% | $70.4万 | 2,896股 | $63.0万 | 2,899股 | -3股-0.10% | 减仓 |
 沃尔玛WMT |
| 0.11% | 0.14% | $69.3万 | 6,119股 | $76.6万 | 6,165股 | -46股-0.75% | 减仓 |
 ALTRIAMO |
| 0.11% | 0.12% | $68.9万 | 9,573股 | $63.1万 | 9,556股 | +17股+0.18% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.11% | 0.13% | $68.9万 | 1.7万股 | $71.7万 | 1.9万股 | -1,375股-7.34% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.11% | 0.15% | $68.3万 | 2.1万股 | $78.7万 | 2.0万股 | +34股+0.17% | 加仓 |
| IiShares安硕信托TIP |
| 0.1% | 0.12% | $63.9万 | 5,840股 | $64.4万 | 5,840股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.1% | 0.1% | $62.1万 | 8,715股 | $54.4万 | 8,497股 | +218股+2.57% | 加仓 |
| F富达Covington信托FELG |
| 0.1% | 0.1% | $61.8万 | 1.4万股 | $52.9万 | 1.4万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.1% | 0.12% | $60.4万 | 646股 | $64.0万 | 642股 | +4股+0.62% | 加仓 |
| FFABRINETFN |
| 0.09% | — | $56.2万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| IiShares安硕信托EEM |
| 0.09% | 0.08% | $53.5万 | 7,820股 | $44.4万 | 7,820股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.09% | 0.09% | $52.8万 | 6,501股 | $49.4万 | 6,501股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.09% | 0.09% | $52.6万 | 3,247股 | $47.1万 | 3,245股 | +2股+0.06% | 加仓 |
| IiShares安硕信托IWD |
| 0.09% | 0.09% | $52.0万 | 2,146股 | $45.9万 | 2,146股 | 00.00% | 持仓不变 |
| SSTRIVE 500 ETFSTXF |
| 0.09% | 0.09% | $51.9万 | 1.1万股 | $45.7万 | 1.1万股 | -155股-1.42% | 减仓 |
| IiShares安硕信托USMV |
| 0.08% | 0.09% | $51.6万 | 5,346股 | $49.6万 | 5,346股 | 00.00% | 持仓不变 |
| G高盛ETF信托JUST |
| 0.08% | 0.11% | $50.3万 | 4,712股 | $56.9万 | 6,156股 | -1,444股-23.46% | 减仓 |
