| IiShares安硕信托IVV |
| 11.77% | 13.7% | $21.48亿 | 286.8万股 | $17.44亿 | 267.0万股 | +19.8万股+7.43% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.11% | 7.33% | $11.16亿 | 1,566.2万股 | $9.33亿 | 1,456.3万股 | +109.9万股+7.55% | 加仓 |
| V先锋领航指数基金VOO |
| 4.34% | 5.3% | $7.93亿 | 115.4万股 | $6.75亿 | 113.0万股 | +2.4万股+2.14% | 加仓 |
| IiShares安硕·COREIJH |
| 3.36% | 4.09% | $6.14亿 | 796.2万股 | $5.21亿 | 770.9万股 | +25.2万股+3.27% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.02% | 3.84% | $5.51亿 | 644.7万股 | $4.88亿 | 633.5万股 | +11.2万股+1.76% | 加仓 |
| S道富SPYM |
| 2.79% | 0.45% | $5.10亿 | 579.9万股 | $5,751.6万 | 75.1万股 | +504.8万股+671.74% | 加仓 |
| G通用动力VTI |
| 2.63% | 2.43% | $4.81亿 | 129.9万股 | $3.09亿 | 96.3万股 | +33.6万股+34.91% | 加仓 |
| S嘉信策略信托SCHD |
| 2.36% | 3.21% | $4.30亿 | 1,357.5万股 | $4.08亿 | 1,331.1万股 | +26.3万股+1.98% | 加仓 |
| V先锋领航指数基金VUG |
| 2.08% | 2.32% | $3.80亿 | 441.5万股 | $2.96亿 | 67.7万股 | +373.8万股+551.85% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.06% | 2.25% | $3.75亿 | 50.3万股 | $2.87亿 | 44.1万股 | +6.1万股+13.94% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.83% | 2.29% | $3.35亿 | 754.9万股 | $2.92亿 | 750.5万股 | +4.4万股+0.58% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.7% | 2.08% | $3.10亿 | 519.8万股 | $2.65亿 | 489.7万股 | +30.1万股+6.14% | 加仓 |
| S嘉信策略信托SCHF |
| 1.66% | 2.37% | $3.03亿 | 1,094.0万股 | $3.02亿 | 1,220.9万股 | -126.9万股-10.40% | 减仓 |
| IiShares安硕·COREIJR |
| 1.65% | 1.89% | $3.00亿 | 202.6万股 | $2.41亿 | 194.1万股 | +8.4万股+4.35% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.39% | 1.75% | $2.53亿 | 504.6万股 | $2.23亿 | 445.6万股 | +59.0万股+13.23% | 加仓 |
| IiShares安硕信托IUSB |
| 1.39% | 1.71% | $2.53亿 | 548.3万股 | $2.18亿 | 472.7万股 | +75.6万股+15.99% | 加仓 |
 AON SHS CL AAON |
| 1.32% | 2.49% | $2.41亿 | 72.6万股 | $3.18亿 | 98.4万股 | -25.8万股-26.18% | 减仓 |
 苹果AAPL |
| 1.24% | 1.02% | $2.27亿 | 78.5万股 | $1.30亿 | 51.3万股 | +27.2万股+53.07% | 加仓 |
| IiShares安硕信托SGOV |
| 1.23% | 0.01% | $2.24亿 | 222.4万股 | $151.1万 | 1.5万股 | +220.9万股+14,716.82% | 加仓 |
| V先锋领航指数基金VXF |
| 1.13% | 1.33% | $2.06亿 | 83.8万股 | $1.69亿 | 82.4万股 | +1.5万股+1.78% | 加仓 |
| V先锋领航·MIDVO |
| 1.03% | 1.39% | $1.89亿 | 234.5万股 | $1.78亿 | 61.9万股 | +172.7万股+279.14% | 加仓 |
| V先锋领航指数基金VV |
| 1% | 1.9% | $1.82亿 | 53.0万股 | $2.41亿 | 80.8万股 | -27.8万股-34.37% | 减仓 |
| IiShares安硕IEMG |
| 0.81% | 0.92% | $1.48亿 | 179.1万股 | $1.18亿 | 168.7万股 | +10.4万股+6.16% | 加仓 |
 英伟达NVDA |
| 0.7% | 0.43% | $1.28亿 | 64.1万股 | $5,534.6万 | 31.7万股 | +32.4万股+101.99% | 加仓 |
 微软MSFT |
| 0.7% | 0.69% | $1.28亿 | 34.2万股 | $8,797.6万 | 23.8万股 | +10.5万股+43.98% | 加仓 |
| IiShares黄金信托IAU |
| 0.69% | 0.02% | $1.25亿 | 165.9万股 | $271.7万 | 3.1万股 | +162.8万股+5,283.62% | 加仓 |
| VVANGUARD MUN BOND FUND INCVWIUX |
| 0.67% | — | $1.22亿 | 882.5万股 | $0 | 0股 | +882.5万股 | 新买入 |
| V先锋领航指数基金VB |
| 0.65% | 0.83% | $1.18亿 | 39.0万股 | $1.05亿 | 40.2万股 | -1.2万股-2.88% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.62% | 0.75% | $1.14亿 | 135.5万股 | $9,520.9万 | 126.8万股 | +8.8万股+6.91% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.6% | $1.08亿 | 30.5万股 | $7,601.3万 | 26.5万股 | +4.0万股+15.06% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.57% | 0.03% | $1.04亿 | 16.2万股 | $350.2万 | 1.1万股 | +15.1万股+1,416.91% | 加仓 |
| I景顺QQQ信托VOO |
| 0.54% | 0.57% | $9,873.8万 | 13.4万股 | $7,251.7万 | 12.6万股 | +8,442股+6.72% | 加仓 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 0.54% | 0.01% | $9,860.8万 | 68.8万股 | $107.5万 | 8,617股 | +67.9万股+7,880.61% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.52% | 0.65% | $9,545.5万 | 237.4万股 | $8,249.3万 | 243.6万股 | -6.2万股-2.56% | 减仓 |
| FFIDELITY LARGE CAP GROWTH IDXFSPGX |
| 0.52% | — | $9,483.0万 | 4,540股 | $0 | 0股 | +4,540股 | 新买入 |
| MMONEY MARKET FUND 261941702DTHXX |
| 0.5% | — | $9,186.3万 | 9,186.3万股 | $0 | 0股 | +9,186.3万股 | 新买入 |
 亚马逊AMZN |
| 0.5% | 0.36% | $9,124.2万 | 38.3万股 | $4,569.5万 | 21.9万股 | +16.3万股+74.48% | 加仓 |
| IiShares安硕信托IWV |
| 0.5% | 0.12% | $9,073.7万 | 21.3万股 | $1,534.1万 | 4.1万股 | +17.1万股+414.17% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.5% | 0.7% | $9,041.9万 | 207.9万股 | $8,944.9万 | 204.9万股 | +3.0万股+1.46% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.49% | 0.01% | $8,982.2万 | 118.0万股 | $87.5万 | 1.3万股 | +116.7万股+9,131.50% | 加仓 |
| IiShares安硕信托ITOT |
| 0.46% | 0.11% | $8,465.3万 | 51.5万股 | $1,340.1万 | 9.4万股 | +42.1万股+447.70% | 加仓 |
| S嘉信·USSCHX |
| 0.46% | 0.57% | $8,360.4万 | 284.1万股 | $7,238.0万 | 282.3万股 | +1.8万股+0.63% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.45% | 0.61% | $8,258.8万 | 200.2万股 | $7,757.8万 | 199.1万股 | +1.1万股+0.55% | 加仓 |
| IiShares安硕信托ICSH |
| 0.44% | 0.71% | $8,100.2万 | 160.0万股 | $9,077.1万 | 179.3万股 | -19.3万股-10.76% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.44% | 0.58% | $8,045.1万 | 277.7万股 | $7,323.5万 | 275.5万股 | +2.2万股+0.79% | 加仓 |
| IiShares安硕信托IXUS |
| 0.44% | 0.57% | $8,042.0万 | 84.3万股 | $7,237.8万 | 83.5万股 | +7,237股+0.87% | 加仓 |
| IiShares安硕信托IEFA |
| 0.44% | 0.56% | $8,025.9万 | 83.1万股 | $7,138.1万 | 78.8万股 | +4.3万股+5.39% | 加仓 |
 VanEck ETF信托SMH |
| 0.43% | 0.02% | $7,842.0万 | 12.0万股 | $234.7万 | 6,122股 | +11.3万股+1,852.99% | 加仓 |
 芝加哥商品交易所CME |
| 0.43% | 0.73% | $7,839.7万 | 35.5万股 | $9,335.7万 | 31.6万股 | +3.9万股+12.31% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.3% | $7,735.2万 | 21.6万股 | $3,880.4万 | 13.5万股 | +8.2万股+60.40% | 加仓 |
