 伯克希尔哈撒韦BRK.A |
| 82.42% | 73.29% | $53.45亿 | 7,138股 | $27.20亿 | 5,676股 | +1,462股+25.76% | 加仓 |
| G通用动力VTI |
| 6.5% | 9.66% | $4.22亿 | 114.0万股 | $3.59亿 | 111.8万股 | +2.2万股+1.97% | 加仓 |
| V先锋领航指数基金VTV |
| 2.53% | 4.03% | $1.64亿 | 75.3万股 | $1.50亿 | 76.3万股 | -1.0万股-1.32% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.24% | 3.46% | $1.45亿 | 150.7万股 | $1.28亿 | 144.8万股 | +5.9万股+4.04% | 加仓 |
| V先锋领航指数基金VUG |
| 1.49% | 2.25% | $9,638.1万 | 111.9万股 | $8,354.9万 | 19.1万股 | +92.8万股+484.95% | 加仓 |
| V先锋领航指数基金VB |
| 1.19% | 1.84% | $7,741.9万 | 25.5万股 | $6,812.6万 | 26.0万股 | -4,696股-1.81% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.34% | 0.54% | $2,216.7万 | 76.5万股 | $2,006.9万 | 80.0万股 | -3.4万股-4.27% | 减仓 |
 苹果AAPL |
| 0.22% | 0.35% | $1,453.0万 | 5.0万股 | $1,284.5万 | 5.1万股 | -400股-0.79% | 减仓 |
 微软MSFT |
| 0.21% | 0.32% | $1,371.7万 | 3.7万股 | $1,202.3万 | 3.2万股 | +4,292股+13.21% | 加仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.21% | $847.7万 | 1.2万股 | $778.9万 | 1.3万股 | -693股-5.32% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.13% | 0.2% | $827.6万 | 35.0万股 | $742.8万 | 34.6万股 | +3,868股+1.12% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.12% | 0.17% | $757.2万 | 20.3万股 | $645.6万 | 18.2万股 | +2.2万股+11.84% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.11% | 0.16% | $689.2万 | 9,229股 | $601.9万 | 9,254股 | -25股-0.27% | 减仓 |
 英伟达NVDA |
| 0.1% | 0.16% | $673.4万 | 3.4万股 | $604.3万 | 3.5万股 | -995股-2.87% | 减仓 |
 史赛克SYK |
| 0.09% | 0.17% | $610.8万 | 1.9万股 | $637.8万 | 1.9万股 | -9股-0.05% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.09% | 0.13% | $570.8万 | 4.6万股 | $493.0万 | 1.2万股 | +3.4万股+297.62% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.08% | 0.11% | $499.5万 | 12.3万股 | $400.6万 | 11.6万股 | +6,970股+6.01% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.08% | 0.1% | $486.8万 | 11.0万股 | $382.4万 | 9.8万股 | +1.1万股+11.51% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.07% | 0.11% | $429.5万 | 9.6万股 | $423.4万 | 9.5万股 | +502股+0.53% | 加仓 |
 亚马逊AMZN |
| 0.06% | 0.09% | $419.9万 | 1.8万股 | $349.1万 | 1.7万股 | +856股+5.11% | 加仓 |
 谷歌AGOOGL |
| 0.06% | 0.09% | $402.9万 | 1.1万股 | $315.6万 | 1.1万股 | +300股+2.73% | 加仓 |
 星巴克SBUX |
| 0.05% | 0.08% | $298.4万 | 2.9万股 | $296.8万 | 3.3万股 | -3,926股-11.85% | 减仓 |
 美光科技MU |
| 0.04% | 0.03% | $259.8万 | 2,251股 | $117.9万 | 3,490股 | -1,239股-35.50% | 减仓 |
 好市多COST |
| 0.04% | 0.08% | $259.0万 | 2,769股 | $295.5万 | 2,965股 | -196股-6.61% | 减仓 |
 摩根大通JPM |
| 0.04% | 0.06% | $248.4万 | 7,589股 | $221.7万 | 7,537股 | +52股+0.69% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.04% | 0.05% | $242.0万 | 6,850股 | $187.4万 | 6,534股 | +316股+4.84% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.04% | 0.06% | $236.7万 | 5,779股 | $206.1万 | 5,779股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.04% | 0.05% | $230.3万 | 6.4万股 | $185.5万 | 6.4万股 | -61股-0.10% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.04% | 0.06% | $228.8万 | 6.5万股 | $220.0万 | 6.5万股 | -29股-0.04% | 减仓 |
| IiShares安硕信托IWD |
| 0.03% | 0.05% | $224.0万 | 9,239股 | $202.5万 | 9,479股 | -240股-2.53% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.03% | 0.05% | $217.4万 | 4.7万股 | $201.4万 | 4.9万股 | -2,388股-4.87% | 减仓 |
 英特尔INTC |
| 0.03% | 0.02% | $215.8万 | 1.5万股 | $66.8万 | 1.5万股 | +322股+2.13% | 加仓 |
| I景顺QQQ信托VOO |
| 0.03% | 0.04% | $198.6万 | 2,696股 | $166.4万 | 2,882股 | -186股-6.45% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.03% | 0.01% | $188.5万 | 5.6万股 | $32.5万 | 1.1万股 | +4.5万股+399.02% | 加仓 |
| IiShares安硕信托IEFA |
| 0.03% | 0.05% | $180.3万 | 1.9万股 | $170.3万 | 1.9万股 | -145股-0.77% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.03% | 0.04% | $178.1万 | 2.2万股 | $159.7万 | 2.2万股 | -624股-2.80% | 减仓 |
 博通AVGO |
| 0.03% | 0.03% | $168.9万 | 4,471股 | $118.7万 | 3,834股 | +637股+16.61% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.02% | 0.04% | $161.0万 | 1.8万股 | $134.7万 | 1.8万股 | -25股-0.14% | 减仓 |
| IiShares安硕信托IVV |
| 0.02% | 0.04% | $159.9万 | 2,135股 | $154.7万 | 2,368股 | -233股-9.84% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.02% | 0.04% | $158.9万 | 2.2万股 | $152.1万 | 2.4万股 | -1,437股-6.05% | 减仓 |
| IiShares安硕信托IWV |
| 0.02% | 0.04% | $157.3万 | 3,690股 | $136.8万 | 3,690股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.02% | 0.04% | $151.7万 | 5,975股 | $145.8万 | 5,964股 | +11股+0.18% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 0.02% | 0.03% | $146.5万 | 2.2万股 | $103.0万 | 1.7万股 | +4,660股+26.84% | 加仓 |
| A美国世纪ETF信托AVEE |
| 0.02% | 0.03% | $138.1万 | 2.0万股 | $127.3万 | 2.0万股 | -142股-0.71% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.02% | 0.03% | $137.1万 | 8,733股 | $109.1万 | 7,888股 | +845股+10.71% | 加仓 |
| V先锋领航指数基金VV |
| 0.02% | 0.04% | $136.0万 | 3,954股 | $142.4万 | 4,765股 | -811股-17.02% | 减仓 |
| SSummit Bank Oregon ComSBKO |
| 0.02% | 0.03% | $135.7万 | 6.1万股 | $117.8万 | 6.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.02% | 0.03% | $130.4万 | 4,340股 | $107.6万 | 4,340股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.02% | 0.03% | $127.6万 | 8,604股 | $113.7万 | 9,150股 | -546股-5.97% | 减仓 |
 耐克NKE |
| 0.02% | 0.04% | $115.4万 | 2.8万股 | $152.9万 | 2.9万股 | -825股-2.85% | 减仓 |
