 伯克希尔哈撒韦BRK.A |
| 14.45% | 0.16% | $6,911.8万 | 100股 | $61.2万 | 1股 | +99股+9,900.00% | 加仓 |
| AAvantis·U SAVUV |
| 3.33% | 3.87% | $1,595.5万 | 16.6万股 | $1,485.0万 | 16.6万股 | +766股+0.46% | 加仓 |
 苹果AAPL |
| 2.9% | 3% | $1,387.7万 | 6.0万股 | $1,149.7万 | 5.5万股 | +4,968股+9.10% | 加仓 |
 微软MSFT |
| 2.86% | 3.79% | $1,370.3万 | 3.2万股 | $1,455.0万 | 3.3万股 | -709股-2.18% | 减仓 |
| IiShares安硕信托IEFA |
| 2.76% | 3.12% | $1,320.7万 | 16.9万股 | $1,196.7万 | 16.5万股 | +4,464股+2.71% | 加仓 |
| IiShares安硕IEMG |
| 2.53% | 2.87% | $1,208.2万 | 21.0万股 | $1,101.1万 | 20.6万股 | +4,766股+2.32% | 加仓 |
 谷歌AGOOGL |
| 2.52% | 3.48% | $1,205.7万 | 7.3万股 | $1,333.3万 | 7.3万股 | -505股-0.69% | 减仓 |
 甲骨文ORCL |
| 2.33% | 2.5% | $1,113.6万 | 6.5万股 | $957.7万 | 6.8万股 | -2,475股-3.65% | 减仓 |
 艾伯维ABBV |
| 1.86% | 2.04% | $891.1万 | 4.5万股 | $783.8万 | 4.6万股 | -572股-1.25% | 减仓 |
 摩根大通JPM |
| 1.85% | 2.25% | $885.8万 | 4.2万股 | $861.1万 | 4.3万股 | -565股-1.33% | 减仓 |
 VisaV |
| 1.8% | 2.15% | $863.0万 | 3.1万股 | $824.3万 | 3.1万股 | -18股-0.06% | 减仓 |
 宝洁PG |
| 1.79% | 2.14% | $855.8万 | 4.9万股 | $819.0万 | 5.0万股 | -250股-0.50% | 减仓 |
 AMGEN COMAMGN |
| 1.75% | 2.14% | $838.6万 | 2.6万股 | $821.0万 | 2.6万股 | -250股-0.95% | 减仓 |
| IiShares安硕信托IGIB |
| 1.72% | 1.97% | $822.2万 | 15.3万股 | $754.5万 | 14.7万股 | +5,853股+3.98% | 加仓 |
 强生JNJ |
| 1.71% | 1.9% | $819.6万 | 5.1万股 | $727.2万 | 5.0万股 | +820股+1.65% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.7% | 1.96% | $814.6万 | 10.4万股 | $750.1万 | 10.0万股 | +3,789股+3.78% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.61% | 1.68% | $768.1万 | 7.9万股 | $644.9万 | 7.7万股 | +1,851股+2.40% | 加仓 |
 雷神技术RTX |
| 1.47% | 1.54% | $701.9万 | 5.8万股 | $589.3万 | 5.9万股 | -775股-1.32% | 减仓 |
 博通AVGO |
| 1.42% | 1.67% | $679.3万 | 3.9万股 | $640.6万 | 3,990股 | +3.5万股+886.97% | 加仓 |
 联邦快递FDX |
| 1.34% | 1.86% | $642.9万 | 2.3万股 | $712.6万 | 2.4万股 | -274股-1.15% | 减仓 |
 美国运通AXP |
| 1.33% | 1.47% | $637.6万 | 2.4万股 | $564.1万 | 2.4万股 | -854股-3.51% | 减仓 |
 TARGET COMTGT |
| 1.31% | 1.51% | $626.8万 | 4.0万股 | $580.1万 | 3.9万股 | +1,032股+2.63% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.25% | 1.48% | $599.8万 | 3.7万股 | $568.0万 | 3.7万股 | -292股-0.78% | 减仓 |
 百事可乐PEP |
| 1.25% | 1.51% | $598.8万 | 3.5万股 | $578.1万 | 3.5万股 | +164股+0.47% | 加仓 |
 史赛克SYK |
| 1.23% | 1.48% | $589.4万 | 1.6万股 | $569.1万 | 1.7万股 | -410股-2.45% | 减仓 |
 埃克森美孚XOM |
| 1.23% | 1.51% | $586.8万 | 5.0万股 | $579.0万 | 5.0万股 | -235股-0.47% | 减仓 |
 好市多COST |
| 1.22% | 1.55% | $582.8万 | 6,574股 | $596.1万 | 7,013股 | -439股-6.26% | 减仓 |
 雪佛龙CVX |
| 1.12% | 1.44% | $537.4万 | 3.6万股 | $553.8万 | 3.5万股 | +1,086股+3.07% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.12% | 1.39% | $536.8万 | 3.5万股 | $534.6万 | 3.6万股 | -120股-0.34% | 减仓 |
 AVALONBAY CMNTYS INC REITAVB |
| 1.1% | 1.26% | $526.6万 | 2.3万股 | $482.3万 | 2.3万股 | +68股+0.29% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.1% | 1.44% | $525.6万 | 9.3万股 | $550.9万 | 9.3万股 | +292股+0.31% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.1% | 1.23% | $525.5万 | 3.1万股 | $473.2万 | 3.1万股 | -79股-0.25% | 减仓 |
 REALTY INCOME COMO |
| 1.02% | 1.04% | $490.0万 | 7.7万股 | $400.6万 | 7.6万股 | +1,413股+1.86% | 加仓 |
 联合太平洋铁路UNP |
| 1% | 1.13% | $476.4万 | 1.9万股 | $434.0万 | 1.9万股 | +148股+0.77% | 加仓 |
| BBANK OF AMERBAC |
| 0.98% | 1.23% | $471.2万 | 11.9万股 | $473.0万 | 11.9万股 | -199股-0.17% | 减仓 |
 家得宝HD |
| 0.97% | 1.03% | $462.6万 | 1.1万股 | $396.0万 | 1.2万股 | -89股-0.77% | 减仓 |
| B纽约梅隆银行BK |
| 0.96% | 1.01% | $458.3万 | 6.4万股 | $388.3万 | 6.5万股 | -1,057股-1.63% | 减仓 |
| T赛默飞世尔TMO |
| 0.95% | 1.06% | $456.0万 | 7,372股 | $407.5万 | 7,368股 | +4股+0.05% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.95% | 0.94% | $454.1万 | 1.2万股 | $359.5万 | 1.2万股 | -20股-0.16% | 减仓 |
 艺康ECL |
| 0.93% | 1.05% | $444.8万 | 2.0万股 | $402.9万 | 2.0万股 | +104股+0.53% | 加仓 |
 万事达MA |
| 0.9% | 1.03% | $430.2万 | 8,712股 | $396.0万 | 8,977股 | -265股-2.95% | 减仓 |
 D R HORTONDHI |
| 0.89% | 0.81% | $424.3万 | 2.2万股 | $308.8万 | 2.2万股 | +325股+1.48% | 加仓 |
 思科CSCO |
| 0.87% | 0.97% | $417.9万 | 7.9万股 | $371.6万 | 7.8万股 | +295股+0.38% | 加仓 |
 ADOBE COMADBE |
| 0.83% | 1.1% | $396.5万 | 7,658股 | $420.2万 | 7,563股 | +95股+1.26% | 加仓 |
 高盛GS |
| 0.77% | 0.91% | $370.3万 | 7,479股 | $347.7万 | 7,688股 | -209股-2.72% | 减仓 |
 壳牌SHEL |
| 0.77% | 1.06% | $369.3万 | 5.6万股 | $405.4万 | 5.6万股 | -180股-0.32% | 减仓 |
| V先锋领航指数基金VOO |
| 0.76% | 0.9% | $364.8万 | 6,914股 | $345.6万 | 6,911股 | +3股+0.04% | 加仓 |
 威瑞森VZ |
| 0.75% | 0.84% | $358.1万 | 8.0万股 | $322.2万 | 7.8万股 | +1,612股+2.06% | 加仓 |
 3M COMMMM |
| 0.74% | 0.7% | $354.1万 | 2.6万股 | $269.9万 | 2.6万股 | -515股-1.95% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.71% | 0.88% | $341.1万 | 4.1万股 | $336.4万 | 4.3万股 | -2,165股-5.04% | 减仓 |
