| IiShares安硕信托IVV |
| 12.49% | 11.74% | $9,287.2万 | 12.4万股 | $7,993.5万 | 12.2万股 | +1,641股+1.34% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 11.28% | 11.81% | $8,387.1万 | 112股 | $8,043.2万 | 112股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLC |
| 4.4% | 3.87% | $3,271.5万 | 36.4万股 | $2,632.2万 | 33.9万股 | +2.4万股+7.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.48% | 3.57% | $2,584.4万 | 5.2万股 | $2,429.3万 | 5.1万股 | +954股+1.88% | 加仓 |
| IiShares安硕·COREIJH |
| 3.14% | 3.57% | $2,334.8万 | 30.3万股 | $2,428.0万 | 36.0万股 | -5.7万股-15.79% | 减仓 |
| IiShares安硕信托USMV |
| 2.99% | 3.11% | $2,221.8万 | 23.0万股 | $2,116.0万 | 22.8万股 | +2,168股+0.95% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.42% | 2.32% | $1,795.9万 | 8.2万股 | $1,582.5万 | 8.3万股 | -657股-0.80% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.39% | 2.41% | $1,776.3万 | 45.8万股 | $1,640.8万 | 46.8万股 | -1.0万股-2.21% | 减仓 |
| IiShares安硕信托MTUM |
| 2.29% | 1.8% | $1,704.4万 | 5.0万股 | $1,225.3万 | 5.1万股 | -1,340股-2.62% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 2.24% | 2.08% | $1,661.7万 | 14.2万股 | $1,413.2万 | 12.2万股 | +2.0万股+16.78% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.22% | 2.18% | $1,653.8万 | 40.1万股 | $1,482.1万 | 38.0万股 | +2.1万股+5.39% | 加仓 |
| IiShares安硕信托DGRO |
| 2.22% | 2.27% | $1,652.3万 | 21.8万股 | $1,545.2万 | 22.0万股 | -2,170股-0.99% | 减仓 |
 艾伯维ABBV |
| 1.63% | 1.54% | $1,215.2万 | 4.8万股 | $1,049.4万 | 4.8万股 | +42股+0.09% | 加仓 |
| IiShares安硕信托ITOT |
| 1.35% | 1.3% | $1,003.5万 | 6.1万股 | $883.0万 | 6.2万股 | -909股-1.47% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.33% | 1.04% | $991.4万 | 1.5万股 | $707.6万 | 2.2万股 | -6,057股-28.13% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.27% | — | $946.7万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
| IiShares安硕信托IAI |
| 1.25% | 1.2% | $926.8万 | 5.3万股 | $816.5万 | 5.0万股 | +3,130股+6.29% | 加仓 |
| AALPHA ARCHITECT US QUANTITATIVE VALQVAL |
| 1.24% | 1.17% | $918.3万 | 16.6万股 | $795.3万 | 15.3万股 | +1.3万股+8.57% | 加仓 |
| IiShares安硕信托ITA |
| 1.23% | 1.3% | $911.4万 | 3.8万股 | $885.2万 | 4.0万股 | -2,874股-7.10% | 减仓 |
| TTOWLE VALUE ETFTCV |
| 1.23% | 1.16% | $911.1万 | 28.4万股 | $790.2万 | 28.5万股 | -624股-0.22% | 减仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 1.22% | 1.14% | $904.0万 | 5.4万股 | $777.4万 | 5.3万股 | +1,558股+2.96% | 加仓 |
 GENTEXGNTX |
| 1.21% | 1.15% | $902.9万 | 35.7万股 | $781.6万 | 35.8万股 | -380股-0.11% | 减仓 |
| IISHARES U.S. TELECOMMUNICATIONS ETFIYZ |
| 1.21% | — | $901.8万 | 21.3万股 | $0 | 0股 | +21.3万股 | 新买入 |
| I景顺交易所交易基金IIIDHQ |
| 1.21% | 1.11% | $897.4万 | 20.5万股 | $758.4万 | 21.4万股 | -9,118股-4.25% | 减仓 |
| IiShares安硕信托IDGT |
| 1.18% | — | $875.0万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.1% | 1.06% | $815.9万 | 1.1万股 | $719.7万 | 1.1万股 | -141股-1.27% | 减仓 |
| IiShares安硕信托VLUE |
| 1.05% | 0.83% | $782.0万 | 3.9万股 | $561.9万 | 4.0万股 | -385股-0.97% | 减仓 |
| I景顺·S&PSPHQ |
| 1.02% | 0.98% | $756.3万 | 8.4万股 | $666.9万 | 8.9万股 | -4,745股-5.35% | 减仓 |
| IiShares安硕信托EFAV |
| 0.9% | 1.02% | $665.6万 | 7.6万股 | $691.9万 | 7.6万股 | +159股+0.21% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.88% | 0.76% | $654.1万 | 7.9万股 | $514.7万 | 7.2万股 | +7,070股+9.77% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.83% | 1.07% | $614.0万 | 7.5万股 | $728.1万 | 8.8万股 | -1.3万股-15.20% | 减仓 |
| V先锋领航指数基金VTV |
| 0.82% | 2.63% | $609.1万 | 2.8万股 | $1,790.9万 | 9.1万股 | -6.3万股-69.38% | 减仓 |
| IiShares安硕EEMV |
| 0.78% | 0.74% | $579.6万 | 7.7万股 | $507.2万 | 7.8万股 | -1,360股-1.74% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.69% | 0.59% | $512.6万 | 28.6万股 | $400.3万 | 25.2万股 | +3.4万股+13.41% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.66% | 0.9% | $493.9万 | 2.3万股 | $611.7万 | 3.2万股 | -8,660股-27.17% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.65% | 0.64% | $485.0万 | 3.1万股 | $439.0万 | 3.2万股 | -825股-2.60% | 减仓 |
| V先锋领航指数基金VOO |
| 0.63% | 0.61% | $467.2万 | 6,802股 | $418.0万 | 6,995股 | -193股-2.76% | 减仓 |
 苹果AAPL |
| 0.63% | 0.83% | $466.9万 | 1.6万股 | $566.8万 | 2.2万股 | -6,200股-27.76% | 减仓 |
| IiShares黄金信托IAU |
| 0.62% | 2.17% | $462.1万 | 6.1万股 | $1,479.2万 | 16.8万股 | -10.7万股-63.53% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.57% | 0.53% | $426.5万 | 3.2万股 | $362.1万 | 3.2万股 | +2股+0.01% | 加仓 |
| IiShares安硕·COREIJR |
| 0.57% | 0.52% | $422.0万 | 2.8万股 | $353.8万 | 2.8万股 | -4股-0.01% | 减仓 |
 雅培ABT |
| 0.55% | 0.68% | $405.6万 | 4.5万股 | $460.1万 | 4.5万股 | -109股-0.24% | 减仓 |
 亚马逊AMZN |
| 0.54% | 0.59% | $404.4万 | 1.7万股 | $404.4万 | 1.9万股 | -2,451股-12.62% | 减仓 |
 摩根大通JPM |
| 0.47% | 0.48% | $346.3万 | 1.1万股 | $326.5万 | 1.1万股 | -520股-4.69% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.45% | 0.41% | $334.5万 | 3.7万股 | $276.3万 | 3.4万股 | +2,402股+7.01% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.45% | 0.37% | $333.4万 | 2.1万股 | $255.2万 | 1.8万股 | +2,798股+15.17% | 加仓 |
 台积电TSM |
| 0.44% | 0.35% | $325.7万 | 6,820股 | $235.6万 | 6,971股 | -151股-2.17% | 减仓 |
 微软MSFT |
| 0.43% | 0.52% | $321.1万 | 8,609股 | $353.8万 | 9,558股 | -949股-9.93% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTAXE |
| 0.39% | 0.42% | $291.8万 | 5.7万股 | $288.7万 | 5.7万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.34% | 0.35% | $255.5万 | 2.8万股 | $236.9万 | 2.8万股 | +65股+0.23% | 加仓 |
