 伯克希尔哈撒韦BRK.B |
| 9.7% | 10.43% | $3,408.2万 | 6.8万股 | $3,281.1万 | 6.8万股 | -360股-0.53% | 减仓 |
| V先锋领航指数基金VUG |
| 7.35% | 6.86% | $2,580.6万 | 30.0万股 | $2,156.7万 | 4.9万股 | +25.0万股+506.73% | 加仓 |
| V先锋领航指数基金VB |
| 6.92% | 6.56% | $2,431.7万 | 8.0万股 | $2,063.1万 | 7.9万股 | +1,455股+1.85% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 6.54% | 6.29% | $2,298.8万 | 18.5万股 | $1,977.5万 | 4.6万股 | +13.9万股+299.20% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.08% | 5.98% | $2,134.9万 | 9.0万股 | $1,881.0万 | 8.7万股 | +2,763股+3.16% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.88% | 5.8% | $2,064.5万 | 29.0万股 | $1,824.9万 | 28.5万股 | +4,961股+1.74% | 加仓 |
| V先锋领航指数基金VTV |
| 5.88% | 5.75% | $2,064.3万 | 9.5万股 | $1,807.2万 | 9.2万股 | +2,614股+2.84% | 加仓 |
| S嘉信策略信托SCHD |
| 4.49% | 4.87% | $1,577.4万 | 49.7万股 | $1,531.6万 | 49.9万股 | -1,756股-0.35% | 减仓 |
| V先锋领航·MIDVO |
| 3.66% | 3.44% | $1,286.9万 | 16.0万股 | $1,083.1万 | 3.8万股 | +12.2万股+323.51% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 3.28% | 3.21% | $1,151.2万 | 7.9万股 | $1,010.5万 | 7.9万股 | -242股-0.31% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.67% | 2.38% | $936.8万 | 20.0万股 | $748.6万 | 15.9万股 | +4.1万股+25.52% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.65% | 2.91% | $930.6万 | 11.8万股 | $915.4万 | 11.5万股 | +2,267股+1.96% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.65% | 2.74% | $930.5万 | 9.0万股 | $862.0万 | 8.9万股 | +830股+0.94% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.53% | 2.8% | $890.0万 | 17.7万股 | $881.0万 | 17.6万股 | +798股+0.45% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 2.39% | 2.82% | $838.7万 | 16.4万股 | $887.1万 | 17.4万股 | -9,565股-5.50% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.24% | 2.23% | $786.9万 | 3.2万股 | $702.0万 | 3.2万股 | +74股+0.23% | 加仓 |
| SSPDR道富系列信托SDY |
| 2.21% | 2.39% | $777.3万 | 5.1万股 | $752.6万 | 5.2万股 | -493股-0.96% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.61% | 1.68% | $565.1万 | 2.9万股 | $527.6万 | 2.9万股 | -30股-0.10% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.55% | 1.48% | $545.9万 | 2.5万股 | $466.9万 | 2.5万股 | +53股+0.22% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.53% | 1.5% | $536.8万 | 4.9万股 | $472.4万 | 4.9万股 | +72股+0.15% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.41% | 1.44% | $494.5万 | 5.1万股 | $451.8万 | 5.1万股 | +343股+0.67% | 加仓 |
| IiShares安硕信托NYF |
| 1.38% | 1.59% | $486.4万 | 9.0万股 | $499.8万 | 9.4万股 | -3,856股-4.10% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.28% | 1.37% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.13% | 1.02% | $397.4万 | 13.7万股 | $322.3万 | 12.8万股 | +8,805股+6.86% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.02% | 1.05% | $357.3万 | 3.5万股 | $330.4万 | 3.5万股 | +8股+0.02% | 加仓 |
| IiShares安硕信托IWS |
| 1% | 0.99% | $352.1万 | 2.1万股 | $311.8万 | 2.1万股 | 00.00% | 持仓不变 |
| S道富SLYG |
| 0.94% | 0.85% | $330.4万 | 2.8万股 | $266.2万 | 2.8万股 | +178股+0.65% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.88% | 0.78% | $309.4万 | 7,853股 | $245.5万 | 7,823股 | +30股+0.38% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.83% | 0.81% | $291.9万 | 4,150股 | $256.0万 | 4,150股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMUB |
| 0.79% | 0.9% | $276.6万 | 5.5万股 | $282.7万 | 5.7万股 | -1,941股-3.43% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.64% | 0.62% | $224.6万 | 2.7万股 | $195.1万 | 2.6万股 | +849股+3.27% | 加仓 |
| V先锋领航指数基金VBK |
| 0.5% | 0.46% | $176.0万 | 4,813股 | $145.3万 | 4,807股 | +6股+0.12% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.43% | 0.4% | $151.4万 | 5,038股 | $124.9万 | 5,038股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.42% | 0.41% | $146.2万 | 6,030股 | $128.8万 | 6,030股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.41% | 0.4% | $145.1万 | 3,543股 | $126.3万 | 3,543股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.38% | 0.4% | $132.8万 | 5,194股 | $126.3万 | 5,174股 | +20股+0.39% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.36% | 0.56% | $124.9万 | 1.2万股 | $175.8万 | 1.7万股 | -5,050股-29.06% | 减仓 |
| V先锋领航指数基金VOT |
| 0.34% | 0.32% | $118.0万 | 3,851股 | $100.1万 | 3,890股 | -39股-1.00% | 减仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.3% | $113.1万 | 1,647股 | $95.1万 | 1,591股 | +56股+3.52% | 加仓 |
 苹果AAPL |
| 0.28% | 0.28% | $99.8万 | 3,448股 | $87.4万 | 3,445股 | +3股+0.09% | 加仓 |
| IiShares安硕信托ICF |
| 0.27% | 0.25% | $93.5万 | 1.4万股 | $79.4万 | 1.3万股 | +1,000股+7.80% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.26% | 0.21% | $92.3万 | 1.5万股 | $65.8万 | 1.2万股 | +3,304股+27.16% | 加仓 |
 微软MSFT |
| 0.21% | 0.18% | $73.9万 | 1,982股 | $56.8万 | 1,534股 | +448股+29.20% | 加仓 |
 亚马逊AMZN |
| 0.19% | 0.16% | $68.4万 | 2,870股 | $50.0万 | 2,400股 | +470股+19.58% | 加仓 |
 博通AVGO |
| 0.14% | 0.13% | $49.5万 | 1,309股 | $40.4万 | 1,307股 | +2股+0.15% | 加仓 |
| CCBRE CL ACBRE |
| 0.13% | 0.15% | $46.5万 | 3,455股 | $46.8万 | 3,455股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.13% | 0.13% | $44.0万 | 7,560股 | $41.3万 | 7,060股 | +500股+7.08% | 加仓 |
 NETFLIXNFLX |
| 0.12% | 0.18% | $42.8万 | 6,000股 | $57.7万 | 6,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托CMF |
| 0.1% | 0.11% | $36.6万 | 6,350股 | $36.1万 | 6,350股 | 00.00% | 持仓不变 |
 TREXTREX |
| 0.1% | 0.08% | $35.5万 | 7,100股 | $25.9万 | 7,100股 | 00.00% | 持仓不变 |
