| IiShares安硕信托IWD |
| 15.36% | 11.42% | $4,614.3万 | 46.5万股 | $5,335.9万 | 39.1万股 | +7.4万股+19.00% | 加仓 |
| V先锋领航指数基金VTV |
| 12.95% | 14.09% | $3,891.5万 | 43.7万股 | $6,579.8万 | 54.9万股 | -11.2万股-20.41% | 减仓 |
| V先锋领航指数基金VUG |
| 10.75% | 9.66% | $3,230.0万 | 20.6万股 | $4,513.4万 | 24.8万股 | -4.2万股-16.80% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 10.58% | 8.23% | $3,178.6万 | 21.1万股 | $3,844.6万 | 21.9万股 | -7,549股-3.45% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 6.13% | 7.69% | $1,842.5万 | 22.5万股 | $3,590.2万 | 27.9万股 | -5.5万股-19.56% | 减仓 |
| IiShares安硕信托USRT |
| 5.94% | 5.56% | $1,783.8万 | 45.5万股 | $2,594.9万 | 47.5万股 | -2.0万股-4.20% | 减仓 |
| IiShares安硕信托IEFA |
| 5.17% | 16.38% | $1,554.2万 | 31.2万股 | $7,648.0万 | 117.2万股 | -86.1万股-73.43% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 4.86% | 5.33% | $1,459.1万 | 9.2万股 | $2,489.1万 | 11.6万股 | -2.4万股-20.61% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 4.32% | 4.81% | $1,297.3万 | 30.2万股 | $2,247.9万 | 38.0万股 | -7.8万股-20.53% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.53% | 1.1% | $760.4万 | 8.6万股 | $515.1万 | 3.8万股 | +4.8万股+127.87% | 加仓 |
| SSPDR DOW JONES INTER REAL ESTATE ETFRWX |
| 1.98% | 0.19% | $594.7万 | 22.2万股 | $89.1万 | 2.3万股 | +19.9万股+867.70% | 加仓 |
| V先锋领航指数基金VBK |
| 1.56% | 0.53% | $469.3万 | 3.1万股 | $245.6万 | 1.2万股 | +1.9万股+152.58% | 加仓 |
 苹果AAPL |
| 1.28% | 0.63% | $383.8万 | 1.5万股 | $294.1万 | 1.0万股 | +5,079股+50.72% | 加仓 |
 微软MSFT |
| 1% | 0.5% | $300.5万 | 1.9万股 | $231.9万 | 1.5万股 | +4,347股+29.56% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 0.76% | $248.8万 | 7.4万股 | $353.0万 | 7.9万股 | -5,223股-6.58% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.67% | 0.66% | $200.0万 | 3.7万股 | $308.0万 | 4.4万股 | -6,948股-15.66% | 减仓 |
 家得宝HD |
| 0.58% | 0.22% | $173.7万 | 9,305股 | $100.7万 | 4,612股 | +4,693股+101.76% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.27% | $142.7万 | 732股 | $125.8万 | 681股 | +51股+7.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.25% | $136.9万 | 7,490股 | $118.5万 | 5,231股 | +2,259股+43.18% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.41% | 0.31% | $123.8万 | 2.0万股 | $146.5万 | 1.8万股 | +1,303股+7.05% | 加仓 |
 强生JNJ |
| 0.36% | 0.22% | $107.0万 | 8,160股 | $101.1万 | 6,930股 | +1,230股+17.75% | 加仓 |
 3M COMMMM |
| 0.35% | — | $106.6万 | 7,812股 | $0 | 0股 | +7,812股 | 新买入 |
 宝洁PG |
| 0.31% | 0.17% | $94.0万 | 8,549股 | $79.8万 | 6,393股 | +2,156股+33.72% | 加仓 |
 威瑞森VZ |
| 0.31% | 0.21% | $93.4万 | 1.7万股 | $100.3万 | 1.6万股 | +1,043股+6.38% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.3% | 0.38% | $90.8万 | 1.3万股 | $179.3万 | 1.9万股 | -6,322股-32.72% | 减仓 |
 谷歌AGOOGL |
| 0.29% | 0.21% | $86.9万 | 748股 | $98.0万 | 732股 | +16股+2.19% | 加仓 |
| AAT&TT |
| 0.28% | 0.22% | $84.0万 | 2.9万股 | $100.5万 | 2.6万股 | +3,094股+12.03% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.27% | — | $81.6万 | 3股 | $0 | 0股 | +3股 | 新买入 |
 摩根大通JPM |
| 0.27% | 0.25% | $80.6万 | 8,956股 | $118.4万 | 8,495股 | +461股+5.43% | 加仓 |
 英特尔INTC |
| 0.26% | 0.19% | $79.3万 | 1.5万股 | $90.3万 | 1.5万股 | -432股-2.86% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.26% | 0.34% | $77.3万 | 8,036股 | $157.7万 | 1.2万股 | -4,087股-33.71% | 减仓 |
| F第一信托·USTFVD |
| 0.25% | 0.16% | $74.0万 | 2.7万股 | $75.8万 | 2.1万股 | +5,723股+27.22% | 加仓 |
 Meta平台META |
| 0.24% | 0.16% | $72.4万 | 4,343股 | $73.9万 | 3,601股 | +742股+20.61% | 加仓 |
 默沙东MRK |
| 0.24% | 0.12% | $71.0万 | 9,232股 | $56.6万 | 6,225股 | +3,007股+48.31% | 加仓 |
 可口可乐KO |
| 0.23% | 0.13% | $68.4万 | 1.5万股 | $59.0万 | 1.1万股 | +4,796股+44.97% | 加仓 |
 联合健康UNH |
| 0.22% | 0.16% | $65.8万 | 2,638股 | $73.2万 | 2,490股 | +148股+5.94% | 加仓 |
 VisaV |
| 0.22% | 0.16% | $65.4万 | 4,057股 | $76.4万 | 4,067股 | -10股-0.25% | 减仓 |
| NNUVEEN INTER DURATION MUN TE |
| 0.22% | 0.15% | $64.8万 | 5.0万股 | $69.4万 | 5.0万股 | 00.00% | 持仓不变 |
 NUVEEN AMT FREE MUN CR FNVG |
| 0.21% | 0.16% | $64.5万 | 4.4万股 | $73.2万 | 4.4万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.21% | 0.07% | $62.9万 | 1.3万股 | $35.0万 | 6,601股 | +6,409股+97.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.2% | 1.31% | $59.9万 | 1.8万股 | $610.6万 | 13.9万股 | -12.1万股-87.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.1% | $58.7万 | 505股 | $46.0万 | 344股 | +161股+46.80% | 加仓 |
 迪士尼DIS |
| 0.18% | 0.14% | $55.3万 | 5,725股 | $64.6万 | 4,467股 | +1,258股+28.16% | 加仓 |
| BBANK OF AMERBAC |
| 0.18% | 0.19% | $53.8万 | 2.5万股 | $89.8万 | 2.5万股 | -176股-0.69% | 减仓 |
| AAARONS INC |
| 0.18% | 0.29% | $52.7万 | 2.3万股 | $134.9万 | 2.4万股 | -477股-2.02% | 减仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.08% | $52.1万 | 2,202股 | $39.3万 | 1,329股 | +873股+65.69% | 加仓 |
 沃尔玛WMT |
| 0.17% | 0.11% | $51.9万 | 4,564股 | $49.9万 | 4,197股 | +367股+8.74% | 加仓 |
| CCENTERSTATE BK CORP |
| 0.17% | 0.09% | $50.5万 | 2.9万股 | $43.5万 | 1.7万股 | +1.2万股+68.17% | 加仓 |
 好市多COST |
| 0.16% | 0.05% | $47.2万 | 1,654股 | $24.2万 | 824股 | +830股+100.73% | 加仓 |
 百事可乐PEP |
| 0.16% | 0.11% | $47.1万 | 3,925股 | $52.8万 | 3,865股 | +60股+1.55% | 加仓 |
