| IiShares安硕信托IVV |
| 33.29% | 33.27% | $2.32亿 | 31.0万股 | $2.05亿 | 31.4万股 | -3,317股-1.06% | 减仓 |
| IiShares安硕·COREIJH |
| 8.27% | 9.12% | $5,772.5万 | 74.9万股 | $5,618.7万 | 83.2万股 | -8.3万股-10.03% | 减仓 |
| A美国世纪ETF信托AVEM |
| 7% | 6.76% | $4,889.6万 | 50.7万股 | $4,164.8万 | 51.7万股 | -1.0万股-1.95% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 4.18% | 4.57% | $2,919.8万 | 62.2万股 | $2,814.5万 | 59.8万股 | +2.4万股+4.05% | 加仓 |
| AAvantis·U SAVUV |
| 3.98% | 3.98% | $2,781.4万 | 22.3万股 | $2,451.0万 | 22.2万股 | +1,069股+0.48% | 加仓 |
| IiShares安硕信托IEFA |
| 3.96% | 4.3% | $2,761.4万 | 28.6万股 | $2,644.9万 | 29.2万股 | -6,231股-2.13% | 减仓 |
 AVANTIS INTLNGG |
| 3.78% | 4.08% | $2,635.8万 | 29.5万股 | $2,509.4万 | 29.6万股 | -288股-0.10% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 3.69% | 3.52% | $2,579.4万 | 8.6万股 | $2,164.5万 | 8.7万股 | -1,430股-1.64% | 减仓 |
| AAvantis Total Equity Markets ETFAVTM |
| 3.08% | 3.03% | $2,153.8万 | 39.6万股 | $1,868.6万 | 39.7万股 | -1,876股-0.47% | 减仓 |
| A美国世纪ETF信托AVMC |
| 2.76% | 1.88% | $1,926.5万 | 24.0万股 | $1,160.6万 | 16.1万股 | +7.9万股+49.42% | 加仓 |
| V先锋领航·MIDVO |
| 2.32% | 2.34% | $1,617.1万 | 20.1万股 | $1,443.1万 | 5.0万股 | +15.0万股+299.40% | 加仓 |
| IiShares安硕IEMG |
| 1.96% | 1.9% | $1,365.0万 | 16.5万股 | $1,170.1万 | 16.8万股 | -2,978股-1.78% | 减仓 |
| V先锋领航指数基金VV |
| 1.89% | 1.86% | $1,320.1万 | 3.8万股 | $1,147.1万 | 3.8万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.77% | 1.85% | $1,235.5万 | 20.7万股 | $1,139.0万 | 21.1万股 | -3,757股-1.78% | 减仓 |
| IiShares安硕·COREIJR |
| 1.66% | 1.59% | $1,159.2万 | 7.8万股 | $980.0万 | 7.9万股 | -677股-0.86% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.6% | 1.66% | $1,119.8万 | 15.7万股 | $1,021.4万 | 15.9万股 | -2,242股-1.41% | 减仓 |
 艾伯维ABBV |
| 1.57% | 1.54% | $1,097.7万 | 4.4万股 | $948.8万 | 4.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.16% | — | $811.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 苹果AAPL |
| 0.95% | 0.95% | $661.1万 | 2.3万股 | $582.0万 | 2.3万股 | -87股-0.38% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.7% | 0.77% | $491.0万 | 4.7万股 | $474.8万 | 4.9万股 | -1,618股-3.31% | 减仓 |
 雅培ABT |
| 0.67% | 0.86% | $467.3万 | 5.2万股 | $528.8万 | 5.2万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.59% | 0.59% | $410.3万 | 6,468股 | $364.3万 | 6,468股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.54% | 0.58% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.42% | 0.41% | $295.4万 | 4.9万股 | $254.4万 | 4.9万股 | 00.00% | 持仓不变 |
 PPG工业PPG |
| 0.37% | 0.37% | $257.3万 | 2.1万股 | $226.7万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.36% | 0.35% | $252.0万 | 2.0万股 | $216.4万 | 5,075股 | +1.5万股+299.96% | 加仓 |
| DDimensional维度·USDFUV |
| 0.33% | 0.33% | $230.3万 | 4.2万股 | $202.9万 | 4.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.32% | 0.36% | $225.0万 | 6,033股 | $223.4万 | 6,035股 | -2股-0.03% | 减仓 |
 卡特彼勒CAT |
| 0.27% | 0.21% | $189.9万 | 1,783股 | $126.3万 | 1,783股 | 00.00% | 持仓不变 |
| IiShares安硕信托EUSB |
| 0.26% | 0.23% | $183.9万 | 4.2万股 | $142.2万 | 3.3万股 | +9,636股+29.48% | 加仓 |
 强生JNJ |
| 0.26% | 0.29% | $182.4万 | 7,183股 | $175.6万 | 7,183股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.25% | 0.24% | $173.4万 | 4,687股 | $150.4万 | 4,687股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.25% | 0.25% | $173.3万 | 5,717股 | $154.7万 | 5,906股 | -189股-3.20% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.23% | 0.24% | $161.5万 | 6,825股 | $150.3万 | 6,988股 | -163股-2.33% | 减仓 |
| IiShares安硕信托XVV |
| 0.22% | 0.12% | $155.9万 | 2.7万股 | $74.8万 | 1.5万股 | +1.2万股+80.52% | 加仓 |
 亚马逊AMZN |
| 0.2% | 0.2% | $139.1万 | 5,836股 | $121.2万 | 5,821股 | +15股+0.26% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.19% | 0.18% | $130.0万 | 5,924股 | $113.6万 | 5,924股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.16% | 0.15% | $114.5万 | 8,323股 | $94.1万 | 8,323股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.16% | 0.22% | $113.8万 | 1.5万股 | $132.9万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.16% | 0.2% | $108.7万 | 4,788股 | $122.4万 | 5,799股 | -1,011股-17.43% | 减仓 |
 谷歌AGOOGL |
| 0.15% | 0.14% | $107.7万 | 3,014股 | $86.7万 | 3,014股 | 00.00% | 持仓不变 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.15% | 0.18% | $104.6万 | 2.1万股 | $113.7万 | 2.2万股 | -1,783股-7.94% | 减仓 |
 波音BA |
| 0.15% | 0.16% | $104.5万 | 4,826股 | $96.1万 | 4,826股 | 00.00% | 持仓不变 |
 SOUTHWEST AIRLS COMLUV |
| 0.12% | 0.1% | $82.8万 | 1.6万股 | $60.5万 | 1.6万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.12% | 0.16% | $80.9万 | 5,919股 | $101.0万 | 5,953股 | -34股-0.57% | 减仓 |
| IiShares安硕信托ITOT |
| 0.11% | 0.11% | $76.5万 | 4,656股 | $67.1万 | 4,713股 | -57股-1.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.11% | 0.12% | $75.6万 | 1,510股 | $72.4万 | 1,510股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.11% | 0.14% | $74.7万 | 2,029股 | $87.3万 | 2,029股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.1% | 0.1% | $72.2万 | 1,051股 | $62.8万 | 1,051股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.1% | 0.11% | $71.0万 | 1,382股 | $69.1万 | 1,383股 | -1股-0.07% | 减仓 |
