 ESSENTIAL PPTYS RLTY TREPRT |
| 6.86% | — | $4,024.4万 | 130.5万股 | $0 | 0股 | +130.5万股 | 新买入 |
| S嘉信策略信托SCHF |
| 3.87% | 6.41% | $2,271.0万 | 82.0万股 | $2,032.4万 | 82.1万股 | -1,300股-0.16% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.53% | — | $2,070.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 苹果AAPL |
| 3.26% | 4.83% | $1,915.0万 | 6.6万股 | $1,533.7万 | 6.0万股 | +5,750股+9.51% | 加仓 |
| S嘉信策略信托SCHM |
| 3.26% | 5.03% | $1,912.8万 | 51.9万股 | $1,595.4万 | 51.5万股 | +3,468股+0.67% | 加仓 |
| V先锋领航指数基金VOO |
| 3.05% | 4.89% | $1,787.9万 | 2.6万股 | $1,551.9万 | 2.6万股 | +60股+0.23% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.94% | 4.7% | $1,724.5万 | 51.0万股 | $1,492.2万 | 51.2万股 | -2,660股-0.52% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.77% | — | $1,627.7万 | 20.6万股 | $0 | 0股 | +20.6万股 | 新买入 |
| S嘉信策略信托SCHD |
| 2.69% | 4.89% | $1,581.4万 | 49.9万股 | $1,551.8万 | 50.6万股 | -7,118股-1.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2% | — | $1,171.5万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.95% | — | $1,144.8万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
 微软MSFT |
| 1.94% | 2.58% | $1,138.8万 | 3.1万股 | $819.1万 | 2.2万股 | +8,400股+37.96% | 加仓 |
| S嘉信·USSCHA |
| 1.91% | 3% | $1,122.8万 | 31.1万股 | $952.3万 | 32.7万股 | -1.7万股-5.10% | 减仓 |
 思科CSCO |
| 1.68% | — | $986.6万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.5% | 2.39% | $882.1万 | 30.5万股 | $759.3万 | 30.3万股 | +2,070股+0.68% | 加仓 |
| S嘉信·USSCHX |
| 1.41% | 2.25% | $826.1万 | 28.1万股 | $714.8万 | 27.9万股 | +1,900股+0.68% | 加仓 |
 亚马逊AMZN |
| 1.39% | 2.28% | $817.5万 | 3.4万股 | $724.6万 | 3.5万股 | -490股-1.41% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.38% | — | $808.3万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 强生JNJ |
| 1.33% | 1.95% | $781.9万 | 3.1万股 | $620.0万 | 2.5万股 | +5,422股+21.38% | 加仓 |
 摩根大通JPM |
| 1.27% | — | $743.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 英特尔INTC |
| 1.12% | 0.62% | $654.7万 | 4.7万股 | $195.8万 | 4.4万股 | +2,526股+5.69% | 加仓 |
| IiShares安硕信托TIP |
| 1.01% | 1.86% | $591.9万 | 5.4万股 | $588.7万 | 5.3万股 | +748股+1.40% | 加仓 |
 埃克森美孚XOM |
| 0.96% | — | $563.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| S嘉信·USSCHP |
| 0.93% | 1.71% | $548.2万 | 20.7万股 | $543.3万 | 20.4万股 | +2,700股+1.32% | 加仓 |
| BBARINGS CORPORATE INVSMCI |
| 0.86% | — | $505.3万 | 28.8万股 | $0 | 0股 | +28.8万股 | 新买入 |
| J摩根大通·BETABUILDERS EUROPE ETFBBEU |
| 0.85% | 1.46% | $500.8万 | 6.4万股 | $463.3万 | 6.4万股 | +410股+0.64% | 加仓 |
| IiShares安硕信托GVI |
| 0.81% | 1.57% | $474.0万 | 4.4万股 | $498.8万 | 4.7万股 | -2,950股-6.28% | 减仓 |
 VisaV |
| 0.8% | — | $472.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 TJXTJX |
| 0.8% | 1.63% | $469.0万 | 3.1万股 | $517.8万 | 3.2万股 | -1,470股-4.53% | 减仓 |
 雷神技术RTX |
| 0.79% | — | $464.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.78% | — | $460.2万 | 6,163股 | $0 | 0股 | +6,163股 | 新买入 |
| V先锋领航指数基金VBK |
| 0.75% | 1.16% | $441.8万 | 1.2万股 | $366.6万 | 1.2万股 | -50股-0.41% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.74% | 1.37% | $433.7万 | 18.8万股 | $435.4万 | 18.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.69% | 1.25% | $406.7万 | 8,128股 | $396.7万 | 8,278股 | -150股-1.81% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.69% | 1.22% | $402.9万 | 3.9万股 | $386.9万 | 4.0万股 | -1,050股-2.64% | 减仓 |
| IiShares安硕信托GVI |
| 0.68% | 1.36% | $400.9万 | 3.8万股 | $430.9万 | 4.0万股 | -2,810股-6.95% | 减仓 |
 英伟达NVDA |
| 0.67% | — | $396.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 礼来LLY |
| 0.65% | 0.97% | $384.1万 | 3,202股 | $308.3万 | 3,352股 | -150股-4.47% | 减仓 |
 百事可乐PEP |
| 0.63% | 1.14% | $368.4万 | 2.7万股 | $362.3万 | 2.3万股 | +3,880股+16.63% | 加仓 |
| IiShares安硕信托PFF |
| 0.6% | 1.14% | $353.3万 | 11.6万股 | $363.2万 | 12.0万股 | -3,930股-3.28% | 减仓 |
 宝洁PG |
| 0.59% | 0.97% | $345.9万 | 2.4万股 | $309.0万 | 2.1万股 | +2,200股+10.29% | 加仓 |
 谷歌AGOOGL |
| 0.57% | — | $333.0万 | 9,318股 | $0 | 0股 | +9,318股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.56% | 0.95% | $330.5万 | 9.1万股 | $302.3万 | 9.2万股 | -600股-0.65% | 减仓 |
 默沙东MRK |
| 0.55% | — | $320.1万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 艾伯维ABBV |
| 0.53% | — | $312.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.51% | — | $299.5万 | 4股 | $0 | 0股 | +4股 | 新买入 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.5% | 1.05% | $291.1万 | 5.6万股 | $332.1万 | 6.3万股 | -7,650股-12.11% | 减仓 |
 雪佛龙CVX |
| 0.49% | 0.87% | $284.9万 | 1.7万股 | $277.4万 | 1.3万股 | +3,780股+28.20% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.82% | $270.6万 | 3,614股 | $259.7万 | 3,976股 | -362股-9.10% | 减仓 |
| IiShares安硕信托IOO |
| 0.45% | 0.73% | $261.6万 | 1.9万股 | $231.7万 | 1.9万股 | 00.00% | 持仓不变 |
