| IiShares安硕信托IVV |
| 16.87% | 16.74% | $3.11亿 | 41.6万股 | $2.75亿 | 42.0万股 | -4,769股-1.13% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 15.21% | 15.49% | $2.81亿 | 131.9万股 | $2.54亿 | 132.3万股 | -4,356股-0.33% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 11.44% | 10.66% | $2.11亿 | 70.3万股 | $1.75亿 | 70.5万股 | -1,941股-0.28% | 减仓 |
| IiShares安硕信托HDV |
| 3.43% | 3.79% | $6,324.3万 | 230.7万股 | $6,221.4万 | 45.8万股 | +184.9万股+403.33% | 加仓 |
| IiShares安硕信托IEFA |
| 3.26% | 3.29% | $6,013.3万 | 62.3万股 | $5,388.0万 | 59.5万股 | +2.7万股+4.61% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.74% | 2.89% | $5,055.0万 | 48.7万股 | $4,744.2万 | 48.8万股 | -1,824股-0.37% | 减仓 |
| IiShares安硕信托IBHH |
| 2.47% | 2.49% | $4,553.3万 | 193.8万股 | $4,086.4万 | 174.1万股 | +19.6万股+11.28% | 加仓 |
| IiShares安硕信托IBHI |
| 2.17% | 2.08% | $3,998.4万 | 170.9万股 | $3,417.4万 | 146.8万股 | +24.2万股+16.46% | 加仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 2.12% | 2.18% | $3,913.5万 | 177.2万股 | $3,577.6万 | 161.7万股 | +15.6万股+9.64% | 加仓 |
| IiShares安硕信托DVY |
| 1.96% | 2.13% | $3,614.5万 | 23.1万股 | $3,493.1万 | 23.1万股 | +550股+0.24% | 加仓 |
| IiShares安硕信托IBHJ |
| 1.71% | 1.49% | $3,149.2万 | 119.0万股 | $2,447.9万 | 93.4万股 | +25.6万股+27.46% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.68% | 1.69% | $3,100.0万 | 43.5万股 | $2,767.0万 | 43.2万股 | +3,296股+0.76% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.58% | 1.58% | $2,908.4万 | 18.4万股 | $2,598.5万 | 17.5万股 | +8,587股+4.89% | 加仓 |
| IiShares安硕·COREIJR |
| 1.52% | 1.36% | $2,812.7万 | 19.0万股 | $2,222.2万 | 17.9万股 | +1.1万股+6.09% | 加仓 |
| IiShares安硕信托IBHF |
| 1.43% | 1.57% | $2,631.3万 | 116.2万股 | $2,579.2万 | 112.4万股 | +3.8万股+3.37% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.98% | 0.91% | $1,811.9万 | 14.9万股 | $1,496.4万 | 14.9万股 | -160股-0.11% | 减仓 |
 苹果AAPL |
| 0.98% | 0.97% | $1,804.4万 | 6.2万股 | $1,589.3万 | 6.3万股 | -265股-0.42% | 减仓 |
| V先锋领航指数基金VOO |
| 0.94% | 0.92% | $1,732.9万 | 2.5万股 | $1,511.0万 | 2.5万股 | -56股-0.22% | 减仓 |
| IiShares安硕信托IBHK |
| 0.93% | 0.75% | $1,715.3万 | 66.6万股 | $1,235.9万 | 48.6万股 | +18.0万股+37.07% | 加仓 |
 HCA医疗HCA |
| 0.91% | 1.25% | $1,688.3万 | 4.3万股 | $2,049.1万 | 4.3万股 | +1股+0.00% | 加仓 |
| IiShares安硕信托ICF |
| 0.87% | 0.9% | $1,612.3万 | 23.8万股 | $1,480.7万 | 23.9万股 | -858股-0.36% | 减仓 |
| IiShares安硕信托IVW |
| 0.84% | 0.81% | $1,548.2万 | 11.3万股 | $1,334.8万 | 11.8万股 | -5,436股-4.61% | 减仓 |
| IiShares安硕信托IBMP |
| 0.81% | 0.88% | $1,486.9万 | 58.5万股 | $1,441.8万 | 56.7万股 | +1.8万股+3.21% | 加仓 |
| IiShares安硕信托IBMQ |
| 0.8% | 0.87% | $1,478.5万 | 57.8万股 | $1,428.9万 | 56.0万股 | +1.8万股+3.27% | 加仓 |
| V先锋领航·MIDVO |
| 0.75% | 0.75% | $1,378.4万 | 17.1万股 | $1,227.4万 | 4.3万股 | +12.8万股+300.30% | 加仓 |
| IiShares安硕信托IBMO |
| 0.72% | 0.82% | $1,334.1万 | 52.0万股 | $1,345.9万 | 52.5万股 | -4,839股-0.92% | 减仓 |
| IiShares安硕信托IBMR |
| 0.72% | 0.75% | $1,321.0万 | 52.0万股 | $1,235.8万 | 48.7万股 | +3.3万股+6.72% | 加仓 |
| IiShares安硕信托IDU |
| 0.67% | 0.76% | $1,230.4万 | 10.7万股 | $1,241.0万 | 10.7万股 | +470股+0.44% | 加仓 |
| IiShares安硕信托AOA |
| 0.66% | 0.68% | $1,223.2万 | 12.5万股 | $1,118.7万 | 12.6万股 | -1,091股-0.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.47% | $1,008.1万 | 2.9万股 | $778.4万 | 2.7万股 | +1,397股+5.15% | 加仓 |
| IiShares安硕IEMG |
| 0.53% | 0.47% | $974.7万 | 11.8万股 | $771.8万 | 11.1万股 | +7,017股+6.34% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.51% | 0.54% | $949.2万 | 4.2万股 | $886.4万 | 4.2万股 | -175股-0.42% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.47% | 0.47% | $867.7万 | 14.5万股 | $777.6万 | 14.4万股 | +1,514股+1.05% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.47% | 0.5% | $858.2万 | 8.9万股 | $817.5万 | 9.2万股 | -3,171股-3.44% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.46% | 0.44% | $850.6万 | 36.7万股 | $715.4万 | 30.8万股 | +6.0万股+19.41% | 加仓 |
| IiShares安硕信托IBMS |
| 0.45% | 0.42% | $835.7万 | 32.3万股 | $695.2万 | 26.9万股 | +5.4万股+20.02% | 加仓 |
 亚马逊AMZN |
| 0.45% | 0.42% | $824.1万 | 3.5万股 | $693.5万 | 3.3万股 | +1,280股+3.84% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.41% | 0.38% | $753.7万 | 34.6万股 | $616.8万 | 28.2万股 | +6.4万股+22.70% | 加仓 |
| IiShares安硕信托IBDS |
| 0.39% | 0.38% | $725.9万 | 30.0万股 | $628.3万 | 25.9万股 | +4.0万股+15.62% | 加仓 |
 微软MSFT |
| 0.39% | 0.39% | $714.7万 | 1.9万股 | $640.5万 | 1.7万股 | +1,856股+10.73% | 加仓 |
| IiShares安硕信托IBDT |
| 0.38% | 0.36% | $707.3万 | 28.0万股 | $589.1万 | 23.3万股 | +4.8万股+20.45% | 加仓 |
| IiShares安硕信托EEM |
| 0.36% | 0.33% | $655.6万 | 9.6万股 | $542.1万 | 9.5万股 | +370股+0.39% | 加仓 |
 AFLAC COMAFL |
| 0.33% | 0.35% | $617.4万 | 5.3万股 | $577.7万 | 5.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.33% | 0.28% | $606.2万 | 1.7万股 | $455.8万 | 1.6万股 | +1,114股+7.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.37% | $601.8万 | 1.2万股 | $601.4万 | 1.3万股 | -525股-4.18% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.32% | 0.33% | $588.9万 | 11.7万股 | $541.7万 | 11.9万股 | -1,794股-1.51% | 减仓 |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.3% | 0.23% | $560.7万 | 6.1万股 | $379.7万 | 6.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.29% | 0.29% | $542.1万 | 7,259股 | $471.5万 | 7,250股 | +9股+0.12% | 加仓 |
| IiShares安硕信托IBDR |
| 0.29% | 0.31% | $538.7万 | 22.2万股 | $512.5万 | 21.1万股 | +1.1万股+5.15% | 加仓 |
| I景顺QQQ信托VOO |
| 0.27% | 0.24% | $503.9万 | 6,843股 | $386.9万 | 6,703股 | +140股+2.09% | 加仓 |
