| V先锋领航指数基金VNQ |
| 23.47% | 24.36% | $8,267.6万 | 85.7万股 | $7,539.0万 | 85.0万股 | +7,423股+0.87% | 加仓 |
| SSPDR标普500 ETFSPY |
| 14.82% | 14.67% | $5,220.5万 | 7.0万股 | $4,540.1万 | 7.0万股 | +97股+0.14% | 加仓 |
| EEquity ResidentialVMRK |
| 11.63% | 11.33% | $4,097.4万 | 60.3万股 | $3,508.1万 | 59.3万股 | +1.0万股+1.70% | 加仓 |
| PPROLOGIS COMPLD |
| 5.78% | 6.36% | $2,034.6万 | 15.0万股 | $1,970.0万 | 14.9万股 | +1,147股+0.77% | 加仓 |
| G通用动力VTI |
| 4.83% | 4.8% | $1,699.9万 | 4.6万股 | $1,484.2万 | 4.6万股 | -327股-0.71% | 减仓 |
伯克希尔哈撒韦BRK.A |
| 4.46% | 4.87% | $1,572.6万 | 21股 | $1,508.1万 | 21股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 3.98% | 4.14% | $1,402.7万 | 19.7万股 | $1,282.8万 | 20.0万股 | -3,307股-1.65% | 减仓 |
EQUITY LIFESTYLE PROPERTIESELS |
| 3.63% | 3.96% | $1,277.8万 | 19.8万股 | $1,227.1万 | 19.7万股 | +1,676股+0.85% | 加仓 |
ENTERPRISE PRODS PARTNERS LEPD |
| 3.2% | 3.72% | $1,128.4万 | 30.7万股 | $1,152.6万 | 30.5万股 | +2,368股+0.78% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 3.13% | 3.13% | $1,101.5万 | 7.0万股 | $969.7万 | 7.0万股 | +79股+0.11% | 加仓 |
PUBLIC STORAGE COMPSA |
| 2.78% | 2.67% | $979.8万 | 3.1万股 | $826.1万 | 3.0万股 | +283股+0.93% | 加仓 |
AMERICOLD REALTY TRUSTCOLD |
| 2.53% | 2.06% | $890.0万 | 56.6万股 | $637.0万 | 55.6万股 | +1.0万股+1.85% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 2.42% | 2.37% | $852.8万 | 1.7万股 | $733.3万 | 1.5万股 | +1,741股+11.38% | 加仓 |
甲骨文ORCL |
| 2.36% | — | $831.3万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| IiShares白银信托SLV |
| 1.9% | 2.63% | $668.7万 | 12.5万股 | $814.3万 | 12.0万股 | +5,560股+4.65% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.79% | 2.11% | $630.2万 | 7.9万股 | $653.5万 | 7.1万股 | +8,847股+12.55% | 加仓 |
威廉姆斯WMB |
| 1.3% | 1.45% | $459.1万 | 6.2万股 | $449.5万 | 6.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.04% | 1.1% | $364.8万 | 6.1万股 | $339.9万 | 6.3万股 | -1,769股-2.81% | 减仓 |
| IiShares安硕信托IEFA |
| 0.51% | 0.6% | $179.1万 | 1.9万股 | $185.6万 | 2.1万股 | -1,959股-9.55% | 减仓 |
苹果AAPL |
| 0.49% | 0.41% | $172.2万 | 5,951股 | $125.7万 | 4,951股 | +1,000股+20.20% | 加仓 |
雷诺士LII |
| 0.49% | — | $171.9万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| V先锋领航指数基金VV |
| 0.37% | 0.37% | $130.7万 | 3,800股 | $113.6万 | 3,800股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.33% | 0.35% | $117.1万 | 1.1万股 | $109.4万 | 1.1万股 | 00.00% | 持仓不变 |
英伟达NVDA |
| 0.29% | 0.16% | $101.9万 | 5,093股 | $50.9万 | 2,920股 | +2,173股+74.42% | 加仓 |
| IiShares安硕·COREIJR |
| 0.27% | 0.25% | $93.4万 | 6,298股 | $78.3万 | 6,298股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONV |
| 0.24% | 0.24% | $83.2万 | 7,825股 | $73.4万 | 7,825股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.23% | 0.23% | $82.4万 | 1,100股 | $71.9万 | 1,100股 | 00.00% | 持仓不变 |
| EETFS GOLD TRSGOL |
| 0.22% | 0.29% | $76.8万 | 2.0万股 | $89.7万 | 2.0万股 | 00.00% | 持仓不变 |
谷歌AGOOGL |
| 0.2% | 0.33% | $69.3万 | 1,940股 | $101.8万 | 3,540股 | -1,600股-45.20% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.17% | 0.2% | $59.0万 | 7,461股 | $61.6万 | 7,774股 | -313股-4.03% | 减仓 |
| IiShares安硕IEMG |
| 0.16% | 0.17% | $54.7万 | 6,606股 | $51.1万 | 7,324股 | -718股-9.80% | 减仓 |
微软MSFT |
| 0.14% | 0.15% | $47.6万 | 1,275股 | $47.2万 | 1,275股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.12% | 0.12% | $41.4万 | 2,532股 | $35.8万 | 2,532股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.11% | 0.11% | $39.1万 | 2,494股 | $34.5万 | 2,494股 | 00.00% | 持仓不变 |
摩根大通JPM |
| 0.1% | — | $36.6万 | 1,117股 | $0 | 0股 | +1,117股 | 新买入 |
好市多COST |
| 0.09% | — | $31.6万 | 338股 | $0 | 0股 | +338股 | 新买入 |
TANGERSKT |
| 0.09% | 0.09% | $31.6万 | 8,000股 | $27.2万 | 8,000股 | 00.00% | 持仓不变 |
高盛GS |
| 0.09% | — | $30.3万 | 300股 | $0 | 0股 | +300股 | 新买入 |
亚马逊AMZN |
| 0.08% | 0.08% | $28.6万 | 1,200股 | $25.0万 | 1,200股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.07% | 0.07% | $25.4万 | 720股 | $20.7万 | 720股 | 00.00% | 持仓不变 |
PEBBLEBROOK HOTEL TRPEB |
| 0.07% | 0.05% | $23.3万 | 1.2万股 | $15.2万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.06% | — | $20.9万 | 304股 | $0 | 0股 | +304股 | 新买入 |