| IiShares安硕信托IVV |
| 21.78% | 20.72% | $3,079.8万 | 5.8万股 | $3,091.2万 | 5.9万股 | -685股-1.16% | 减仓 |
| G通用动力VTI |
| 14.84% | 13.74% | $2,099.0万 | 8.1万股 | $2,050.4万 | 7.9万股 | +1,702股+2.16% | 加仓 |
| IiShares安硕信托ITOT |
| 11.66% | 11.33% | $1,649.1万 | 14.3万股 | $1,690.5万 | 14.7万股 | -3,999股-2.73% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 6.84% | 6.28% | $966.8万 | 8.7万股 | $937.6万 | 8.5万股 | +1,910股+2.25% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 6.74% | 6.72% | $953.4万 | 10.3万股 | $1,002.7万 | 10.6万股 | -3,192股-3.01% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.98% | 3% | $421.0万 | 8.2万股 | $447.2万 | 8.7万股 | -4,883股-5.60% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.95% | 2.78% | $416.8万 | 5.1万股 | $414.6万 | 5.2万股 | -574股-1.11% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.61% | 7.3% | $368.4万 | 6.4万股 | $1,089.6万 | 18.8万股 | -12.4万股-66.07% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.22% | 2.16% | $314.6万 | 3.1万股 | $322.3万 | 3.2万股 | -810股-2.53% | 减仓 |
 苹果AAPL |
| 2.2% | 1.86% | $311.8万 | 1.6万股 | $276.8万 | 1.6万股 | +75股+0.46% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.18% | 2.09% | $307.8万 | 6.2万股 | $311.6万 | 6.2万股 | +319股+0.52% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.14% | 2.02% | $302.1万 | 5.3万股 | $300.8万 | 5.3万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 1.97% | 2.02% | $278.6万 | 3.6万股 | $300.8万 | 3.9万股 | -2,783股-7.15% | 减仓 |
 微软MSFT |
| 1.83% | 1.77% | $258.4万 | 6,224股 | $264.0万 | 6,275股 | -51股-0.81% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.49% | 1.48% | $210.4万 | 3.7万股 | $221.4万 | 3.8万股 | -1,247股-3.26% | 减仓 |
| PPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDEMNT |
| 1.46% | 1.38% | $207.1万 | 2.1万股 | $205.4万 | 2.1万股 | +148股+0.71% | 加仓 |
| V先锋领航指数基金VUG |
| 1.36% | 1.29% | $192.4万 | 5,486股 | $192.4万 | 5,590股 | -104股-1.86% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.27% | 0.98% | $179.1万 | 5.9万股 | $146.8万 | 4.9万股 | +1.0万股+21.12% | 加仓 |
| V先锋领航·MIDVO |
| 0.85% | 0.59% | $120.0万 | 4,907股 | $88.8万 | 3,552股 | +1,355股+38.15% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.82% | 0.79% | $115.4万 | 2.1万股 | $117.3万 | 2.2万股 | -346股-1.60% | 减仓 |
| VVanEck Russia ETFBBH |
| 0.69% | 0.68% | $97.7万 | 1.1万股 | $101.4万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.65% | 0.41% | $92.2万 | 5,721股 | $61.2万 | 3,758股 | +1,963股+52.24% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.47% | $71.4万 | 1,353股 | $70.6万 | 1,349股 | +4股+0.30% | 加仓 |
 亚马逊AMZN |
| 0.46% | 0.44% | $64.8万 | 3,675股 | $66.2万 | 3,672股 | +3股+0.08% | 加仓 |
 爱德华生命科学EW |
| 0.44% | 0.46% | $62.1万 | 7,150股 | $68.3万 | 7,149股 | +1股+0.01% | 加仓 |
 默沙东MRK |
| 0.42% | 0.42% | $59.0万 | 4,703股 | $62.2万 | 4,713股 | -10股-0.21% | 减仓 |
| S嘉信策略信托SCHD |
| 0.38% | 0.37% | $53.7万 | 6,831股 | $55.1万 | 6,831股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.38% | 0.35% | $53.1万 | 7,411股 | $52.4万 | 7,221股 | +190股+2.63% | 加仓 |
 百事可乐PEP |
| 0.33% | 0.32% | $46.9万 | 2,715股 | $47.2万 | 2,698股 | +17股+0.63% | 加仓 |
| IiShares安硕URTH |
| 0.33% | 0.31% | $46.6万 | 3,198股 | $46.3万 | 3,198股 | 00.00% | 持仓不变 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.33% | 0.39% | $46.2万 | 1.1万股 | $57.7万 | 1.4万股 | -3,181股-22.64% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.3% | 0.28% | $42.4万 | 3,818股 | $42.0万 | 3,818股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.29% | 0.27% | $40.5万 | 2,460股 | $40.0万 | 2,466股 | -6股-0.24% | 减仓 |
 GENERAL MILLS COMGIS |
| 0.24% | 0.23% | $34.6万 | 5,034股 | $34.9万 | 4,987股 | +47股+0.94% | 加仓 |
 谷歌AGOOGL |
| 0.23% | 0.26% | $32.8万 | 1,901股 | $38.2万 | 2,534股 | -633股-24.98% | 减仓 |
 埃克森美孚XOM |
| 0.23% | 0.19% | $32.2万 | 2,747股 | $28.9万 | 2,487股 | +260股+10.45% | 加仓 |
 摩根大通JPM |
| 0.22% | 0.21% | $31.3万 | 1,547股 | $30.7万 | 1,533股 | +14股+0.91% | 加仓 |
 Meta平台META |
| 0.21% | 0.21% | $29.4万 | 630股 | $31.0万 | 639股 | -9股-1.41% | 减仓 |
| BBLOCK H & RHRB |
| 0.2% | 0.19% | $28.3万 | 5,707股 | $27.9万 | 5,680股 | +27股+0.48% | 加仓 |
 强生JNJ |
| 0.2% | 0.21% | $28.3万 | 1,929股 | $31.3万 | 1,978股 | -49股-2.48% | 减仓 |
 好市多COST |
| 0.19% | 0.17% | $27.4万 | 338股 | $24.8万 | 339股 | -1股-0.29% | 减仓 |
| V先锋领航指数基金VOO |
| 0.19% | 0.17% | $26.3万 | 583股 | $25.9万 | 583股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.18% | 0.16% | $25.7万 | 6,437股 | $24.3万 | 6,408股 | +29股+0.45% | 加仓 |
| IiShares安硕信托USMV |
| 0.18% | 0.17% | $25.0万 | 3,013股 | $25.2万 | 3,013股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.16% | 0.16% | $22.4万 | 1,344股 | $24.4万 | 1,354股 | -10股-0.74% | 减仓 |
| N新纪元能源NEE |
| 0.16% | — | $22.0万 | 2,753股 | $0 | 0股 | +2,753股 | 新买入 |
| FFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRA |
| 0.15% | 0.14% | $21.2万 | 3,872股 | $21.1万 | 3,872股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.14% | 0.2% | $20.1万 | 6,512股 | $29.1万 | 6,595股 | -83股-1.26% | 减仓 |
| EEA SERIES TRUSTDRLL |
| 0.13% | 0.13% | $18.9万 | 6,106股 | $19.1万 | 6,106股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.1% | 0.09% | $14.4万 | 671股 | $13.8万 | 671股 | 00.00% | 持仓不变 |
