| IiShares安硕信托IVV |
| 13.39% | 13.75% | $6,389.0万 | 11.7万股 | $6,458.3万 | 12.3万股 | -6,093股-4.96% | 减仓 |
 AVANTIS INTLNGG |
| 8.38% | 6.21% | $3,999.6万 | 64.2万股 | $2,917.1万 | 45.8万股 | +18.5万股+40.37% | 加仓 |
| IiShares安硕信托AGG |
| 7.43% | 7.74% | $3,546.1万 | 36.5万股 | $3,634.4万 | 37.1万股 | -5,773股-1.56% | 减仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 6.67% | 6.59% | $3,182.6万 | 61.9万股 | $3,096.7万 | 57.4万股 | +4.5万股+7.81% | 加仓 |
| WWisdomTree信托DGRW |
| 5.08% | 0.94% | $2,424.9万 | 31.1万股 | $440.1万 | 5.8万股 | +25.3万股+437.80% | 加仓 |
| S嘉信策略信托SCHD |
| 4.13% | 8.25% | $1,970.1万 | 25.1万股 | $3,875.1万 | 48.1万股 | -22.9万股-47.68% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 3.87% | 4.14% | $1,844.4万 | 33.5万股 | $1,943.9万 | 34.1万股 | -5,828股-1.71% | 减仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 3.02% | — | $1,438.6万 | 45.1万股 | $0 | 0股 | +45.1万股 | 新买入 |
| PPacer基金信托CALF |
| 2.94% | — | $1,403.5万 | 32.2万股 | $0 | 0股 | +32.2万股 | 新买入 |
| F第一信托交易所交易基金VIUCON |
| 2.72% | 2.95% | $1,296.4万 | 53.0万股 | $1,386.9万 | 56.4万股 | -3.4万股-5.96% | 减仓 |
 苹果AAPL |
| 2.18% | 1.23% | $1,037.9万 | 4.9万股 | $577.3万 | 3.4万股 | +1.6万股+46.37% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.07% | 0.52% | $987.1万 | 21.3万股 | $246.5万 | 5.3万股 | +16.0万股+303.19% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.79% | 1.86% | $853.3万 | 16.9万股 | $872.1万 | 17.3万股 | -3,790股-2.19% | 减仓 |
 微软MSFT |
| 1.7% | 1.72% | $811.5万 | 1.8万股 | $807.3万 | 1.9万股 | -1,030股-5.37% | 减仓 |
| PPacer基金信托COWZ |
| 1.3% | 1.45% | $618.0万 | 11.3万股 | $681.2万 | 11.7万股 | -4,258股-3.63% | 减仓 |
 PROGRESSIVEPGR |
| 1.27% | 1.28% | $607.8万 | 2.9万股 | $602.0万 | 2.9万股 | +153股+0.53% | 加仓 |
 英伟达NVDA |
| 1.08% | 0.81% | $517.3万 | 4.2万股 | $381.8万 | 4,225股 | +3.8万股+891.05% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.94% | 0.71% | $447.0万 | 8.9万股 | $332.2万 | 6.6万股 | +2.4万股+35.84% | 加仓 |
| G通用动力VTI |
| 0.9% | 0.89% | $431.0万 | 1.6万股 | $418.6万 | 1.6万股 | 00.00% | 持仓不变 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.84% | 0.82% | $400.4万 | 6.1万股 | $386.4万 | 6.1万股 | +510股+0.84% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.78% | 0.79% | $373.4万 | 5.6万股 | $370.5万 | 5.5万股 | +622股+1.13% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.7% | $363.1万 | 1.9万股 | $330.3万 | 1.8万股 | +480股+2.62% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.71% | 0.74% | $338.6万 | 7.4万股 | $345.6万 | 7.5万股 | -849股-1.13% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.56% | 0.53% | $269.5万 | 1.0万股 | $248.1万 | 9,923股 | +470股+4.74% | 加仓 |
 谷歌AGOOGL |
| 0.51% | 0.47% | $245.7万 | 1.3万股 | $218.6万 | 1.4万股 | -996股-6.88% | 减仓 |
| V先锋领航指数基金VV |
| 0.44% | 0.42% | $209.4万 | 8,388股 | $197.0万 | 8,217股 | +171股+2.08% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 0.4% | $203.3万 | 1.8万股 | $189.2万 | 1.6万股 | +1,382股+8.49% | 加仓 |
 Meta平台META |
| 0.42% | 0.44% | $202.0万 | 4,007股 | $204.5万 | 4,212股 | -205股-4.87% | 减仓 |
 ANTERO MIDSTREAMAM |
| 0.41% | 0.4% | $196.0万 | 13.3万股 | $186.9万 | 13.3万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.39% | 0.39% | $187.5万 | 1.1万股 | $182.9万 | 1.1万股 | +97股+0.86% | 加仓 |
 台积电TSM |
| 0.38% | 0.33% | $183.0万 | 1.1万股 | $153.4万 | 1.1万股 | -742股-6.59% | 减仓 |
| S嘉信·USSCHA |
| 0.38% | 3.84% | $183.0万 | 3.8万股 | $1,804.1万 | 36.6万股 | -32.8万股-89.50% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.37% | 0.38% | $175.8万 | 5.0万股 | $176.2万 | 5.0万股 | +627股+1.26% | 加仓 |
| V先锋领航指数基金VOO |
| 0.36% | 0.38% | $172.5万 | 3,443股 | $176.4万 | 3,670股 | -227股-6.19% | 减仓 |
| S嘉信策略信托SCHC |
| 0.36% | 0.36% | $169.9万 | 4.8万股 | $167.7万 | 4.7万股 | +1,208股+2.57% | 加仓 |
 沃尔玛WMT |
| 0.32% | 0.28% | $150.5万 | 2.2万股 | $129.4万 | 2.1万股 | +728股+3.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.32% | 0.39% | $150.4万 | 3.0万股 | $183.9万 | 3.7万股 | -6,219股-16.97% | 减仓 |
| IiShares安硕信托EFAV |
| 0.27% | 2.76% | $129.2万 | 1.9万股 | $1,296.7万 | 18.3万股 | -16.4万股-89.82% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.27% | 0.3% | $128.4万 | 7,003股 | $142.7万 | 9,373股 | -2,370股-25.29% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.26% | 0.33% | $125.0万 | 1.2万股 | $153.9万 | 1.7万股 | -4,214股-25.39% | 减仓 |
 礼来LLY |
| 0.25% | 0.21% | $119.3万 | 1,318股 | $98.6万 | 1,267股 | +51股+4.03% | 加仓 |
 洛克希德马丁LMT |
| 0.25% | 0.3% | $117.1万 | 2,506股 | $141.0万 | 3,100股 | -594股-19.16% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.23% | 0.25% | $110.5万 | 6,055股 | $116.2万 | 6,055股 | 00.00% | 持仓不变 |
 VisaV |
| 0.22% | 0.26% | $106.5万 | 4,057股 | $119.9万 | 4,297股 | -240股-5.59% | 减仓 |
 SAP SPON ADRSAP |
| 0.22% | 0.22% | $104.6万 | 5,186股 | $103.6万 | 5,311股 | -125股-2.35% | 减仓 |
 诺和诺德NVO |
| 0.2% | 0.18% | $96.0万 | 6,728股 | $82.8万 | 6,438股 | +290股+4.50% | 加仓 |
| Q高通QCOM |
| 0.2% | 0.16% | $93.4万 | 4,691股 | $77.4万 | 4,572股 | +119股+2.60% | 加仓 |
 博通AVGO |
| 0.19% | 0.16% | $91.5万 | 570股 | $73.0万 | 550股 | +20股+3.64% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.19% | 0.21% | $90.4万 | 1.5万股 | $97.7万 | 1.7万股 | -1,241股-7.45% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.19% | 0.18% | $89.0万 | 1.8万股 | $84.1万 | 1.7万股 | +1,039股+5.95% | 加仓 |
