| SSpaceXSPCX |
| 26.08% | — | $3.74亿 | 219.0万股 | $0 | 0股 | +219.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 13.08% | 13.75% | $1.88亿 | 25.1万股 | $1.13亿 | 17.4万股 | +7.7万股+44.20% | 加仓 |
| V先锋领航指数基金VOO |
| 4.23% | 5.69% | $6,071.8万 | 8.8万股 | $4,691.5万 | 7.9万股 | +9,894股+12.60% | 加仓 |
| IiShares安硕信托AGG |
| 3.46% | 5.76% | $4,971.4万 | 50.2万股 | $4,748.8万 | 47.8万股 | +2.4万股+4.99% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.1% | 4.54% | $4,445.6万 | 87.9万股 | $3,747.9万 | 75.1万股 | +12.8万股+17.00% | 加仓 |
| IiShares安硕信托IEFA |
| 3.04% | 4.66% | $4,355.6万 | 45.1万股 | $3,846.1万 | 42.5万股 | +2.6万股+6.15% | 加仓 |
| IiShares安硕信托GVI |
| 2.31% | 4.21% | $3,316.1万 | 30.8万股 | $3,470.4万 | 32.7万股 | -1.9万股-5.75% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.87% | 2.61% | $2,685.5万 | 37.7万股 | $2,154.8万 | 33.6万股 | +4.1万股+12.09% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 1.83% | 2.17% | $2,619.7万 | 101.5万股 | $1,793.4万 | 70.4万股 | +31.1万股+44.15% | 加仓 |
| IiShares安硕信托IVV |
| 1.76% | 2.42% | $2,520.3万 | 3.4万股 | $1,993.2万 | 3.1万股 | +3,141股+10.29% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.55% | 0.76% | $2,228.3万 | 29.4万股 | $624.0万 | 8.2万股 | +21.2万股+256.95% | 加仓 |
 苹果AAPL |
| 1.51% | 2.11% | $2,168.3万 | 7.5万股 | $1,741.8万 | 6.9万股 | +6,304股+9.19% | 加仓 |
| I景顺QQQ信托VOO |
| 1.45% | 1.85% | $2,083.8万 | 2.8万股 | $1,524.2万 | 2.6万股 | +1,883股+7.13% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.44% | 2.18% | $2,060.9万 | 19.8万股 | $1,799.0万 | 18.5万股 | +1.3万股+7.11% | 加仓 |
| FFRESHPETFRPT |
| 1.43% | 2.48% | $2,053.0万 | 34.7万股 | $2,047.4万 | 34.7万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 1.38% | 3.17% | $1,983.3万 | 21.6万股 | $2,618.5万 | 28.6万股 | -6.9万股-24.26% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.25% | 1.87% | $1,794.8万 | 34.7万股 | $1,539.0万 | 32.8万股 | +1.9万股+5.65% | 加仓 |
| S嘉信策略信托SCHF |
| 1.21% | 1.86% | $1,732.1万 | 62.5万股 | $1,534.6万 | 62.0万股 | +5,264股+0.85% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.96% | 0.77% | $1,378.6万 | 32.4万股 | $638.6万 | 16.2万股 | +16.2万股+100.00% | 加仓 |
| V先锋领航·MIDVO |
| 0.94% | 1.17% | $1,355.4万 | 16.8万股 | $966.8万 | 3.4万股 | +13.5万股+399.73% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.94% | 1.23% | $1,354.6万 | 26.9万股 | $1,011.3万 | 22.2万股 | +4.7万股+21.34% | 加仓 |
| S嘉信·USSCHA |
| 0.88% | 1.17% | $1,269.9万 | 35.1万股 | $963.7万 | 33.1万股 | +2.0万股+6.07% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.88% | 1.25% | $1,264.8万 | 21.2万股 | $1,031.3万 | 19.1万股 | +2.1万股+11.05% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.76% | 1.14% | $1,091.5万 | 24.6万股 | $942.3万 | 24.2万股 | +3,589股+1.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.98% | $1,000.3万 | 2.8万股 | $806.5万 | 2.8万股 | +197股+0.70% | 加仓 |
| IiShares安硕IEMG |
| 0.69% | 0.84% | $992.6万 | 12.0万股 | $697.2万 | 10.0万股 | +2.0万股+19.88% | 加仓 |
 谷歌AGOOGL |
| 0.68% | 0.73% | $975.7万 | 2.7万股 | $601.0万 | 2.1万股 | +6,399股+30.61% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.65% | 0.98% | $931.4万 | 2.3万股 | $811.9万 | 2.3万股 | -25股-0.11% | 减仓 |
 微软MSFT |
| 0.63% | 0.96% | $902.5万 | 2.4万股 | $795.5万 | 2.1万股 | +2,705股+12.59% | 加仓 |
 亚马逊AMZN |
| 0.59% | 0.75% | $848.4万 | 3.6万股 | $621.4万 | 3.0万股 | +5,758股+19.30% | 加仓 |
| CCleanSparkCLSK |
| 0.57% | 0.73% | $813.4万 | 55.9万股 | $603.4万 | 70.9万股 | -15.0万股-21.16% | 减仓 |
| V先锋领航·TOTALBND |
| 0.48% | 0.27% | $695.6万 | 9.5万股 | $219.7万 | 3.0万股 | +6.5万股+217.58% | 加仓 |
| G通用动力VTI |
| 0.48% | 0.64% | $690.2万 | 1.9万股 | $530.1万 | 1.7万股 | +2,130股+12.89% | 加仓 |
 iShares安硕·MBSACGL |
| 0.48% | 0.77% | $689.9万 | 7.3万股 | $633.7万 | 6.7万股 | +6,255股+9.37% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.47% | 0.78% | $674.0万 | 9股 | $646.3万 | 9股 | 00.00% | 持仓不变 |
 GrindrGRND |
| 0.41% | 0.73% | $584.2万 | 40.7万股 | $601.5万 | 49.8万股 | -9.1万股-18.28% | 减仓 |
 泛林集团LRCX |
| 0.39% | 0.34% | $565.5万 | 1.3万股 | $283.9万 | 1.3万股 | -230股-1.73% | 减仓 |
 英伟达NVDA |
| 0.39% | 0.48% | $564.8万 | 2.8万股 | $398.3万 | 2.3万股 | +5,392股+23.61% | 加仓 |
 科磊KLAC |
| 0.36% | 0.3% | $509.5万 | 1.7万股 | $248.1万 | 1,685股 | +1.5万股+902.20% | 加仓 |
| V先锋领航指数基金VB |
| 0.34% | 0.5% | $486.3万 | 1.6万股 | $412.7万 | 1.6万股 | +286股+1.82% | 加仓 |
| S嘉信策略信托SCHM |
| 0.32% | 0.47% | $456.7万 | 12.4万股 | $386.8万 | 12.5万股 | -1,074股-0.86% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.3% | 0.41% | $427.2万 | 4.4万股 | $339.0万 | 3.8万股 | +6,086股+15.92% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.29% | 0.29% | $423.0万 | 2.7万股 | $239.1万 | 1.7万股 | +9,666股+55.91% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.29% | 0.3% | $419.0万 | 4.2万股 | $249.3万 | 2.5万股 | +1.6万股+65.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.46% | $410.8万 | 8,210股 | $381.9万 | 7,969股 | +241股+3.02% | 加仓 |
 卡特彼勒CAT |
| 0.28% | 0.33% | $406.1万 | 3,813股 | $274.7万 | 3,878股 | -65股-1.68% | 减仓 |
 博通AVGO |
| 0.28% | 0.38% | $395.3万 | 1.0万股 | $314.6万 | 1.0万股 | +298股+2.93% | 加仓 |
| S嘉信策略信托SCHE |
| 0.27% | 0.42% | $392.4万 | 10.8万股 | $348.4万 | 10.6万股 | +2,497股+2.36% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.27% | 0.41% | $390.6万 | 3.5万股 | $341.8万 | 3.5万股 | +250股+0.71% | 加仓 |
 摩根大通JPM |
| 0.25% | 0.35% | $361.8万 | 1.1万股 | $290.8万 | 9,884股 | +1,170股+11.84% | 加仓 |
