 伯克希尔哈撒韦BRK.A |
| 6.04% | 6.57% | $2,321.4万 | 31股 | $2,226.2万 | 31股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 5.9% | 5.82% | $2,268.5万 | 3.3万股 | $1,971.9万 | 3.3万股 | +30股+0.09% | 加仓 |
 苹果AAPL |
| 2.8% | 2.66% | $1,076.9万 | 3.7万股 | $899.8万 | 3.5万股 | +1,761股+4.97% | 加仓 |
| IiShares安硕·COREIJH |
| 2.29% | 2.29% | $881.0万 | 11.4万股 | $775.9万 | 11.5万股 | -641股-0.56% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.25% | 1.81% | $866.8万 | 1.2万股 | $613.9万 | 9,440股 | +2,167股+22.96% | 加仓 |
| IiShares安硕信托IVV |
| 2.11% | 1.99% | $809.7万 | 1.1万股 | $672.7万 | 1.0万股 | +514股+4.99% | 加仓 |
 微软MSFT |
| 2.06% | 2.33% | $793.7万 | 2.1万股 | $788.0万 | 2.1万股 | -10股-0.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.89% | 2.19% | $727.0万 | 1.5万股 | $741.1万 | 1.5万股 | -936股-6.05% | 减仓 |
 谷歌AGOOGL |
| 1.85% | 1.71% | $711.5万 | 2.0万股 | $580.0万 | 2.0万股 | -261股-1.29% | 减仓 |
 礼来LLY |
| 1.78% | 1.54% | $683.7万 | 5,700股 | $522.7万 | 5,683股 | +17股+0.30% | 加仓 |
 摩根大通JPM |
| 1.72% | 1.75% | $660.7万 | 2.0万股 | $594.5万 | 2.0万股 | -27股-0.13% | 减仓 |
| V先锋领航·TOTALBND |
| 1.67% | 1.68% | $643.7万 | 8.8万股 | $569.6万 | 7.7万股 | +1.0万股+13.36% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.6% | 1.69% | $615.2万 | 5.9万股 | $571.5万 | 5.9万股 | +386股+0.66% | 加仓 |
 亚马逊AMZN |
| 1.59% | 1.57% | $612.4万 | 2.6万股 | $533.2万 | 2.6万股 | +95股+0.37% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.5% | 1.53% | $576.2万 | 2.4万股 | $518.6万 | 2.4万股 | +237股+0.98% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.29% | $536.2万 | 1.5万股 | $437.5万 | 1.5万股 | -78股-0.51% | 减仓 |
 好市多COST |
| 1.19% | 1.44% | $458.4万 | 4,900股 | $488.0万 | 4,897股 | +3股+0.06% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.18% | 1.13% | $452.6万 | 5.1万股 | $381.5万 | 1.0万股 | +4.1万股+395.79% | 加仓 |
 VisaV |
| 1.17% | 1.14% | $450.4万 | 1.3万股 | $386.8万 | 1.3万股 | +329股+2.57% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.15% | 1.21% | $442.0万 | 1.9万股 | $411.0万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金MGV |
| 1.14% | 1.15% | $437.6万 | 2.7万股 | $388.0万 | 2.7万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.11% | 1.16% | $425.3万 | 1.7万股 | $393.0万 | 1.6万股 | +671股+4.17% | 加仓 |
| G通用动力VTI |
| 1.08% | 1.07% | $413.8万 | 1.1万股 | $361.8万 | 1.1万股 | -97股-0.86% | 减仓 |
| IiShares安硕信托IEFA |
| 0.98% | 0.94% | $378.6万 | 3.9万股 | $318.2万 | 3.5万股 | +4,049股+11.52% | 加仓 |
 Meta平台META |
| 0.92% | 1.03% | $352.8万 | 6,264股 | $347.7万 | 6,077股 | +187股+3.08% | 加仓 |
| V先锋领航指数基金VUG |
| 0.9% | 0.66% | $347.7万 | 4.0万股 | $224.0万 | 5,129股 | +3.5万股+687.00% | 加仓 |
| I景顺QQQ信托VOO |
| 0.89% | 0.79% | $342.3万 | 4,648股 | $267.0万 | 4,626股 | +22股+0.48% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.86% | 0.89% | $331.5万 | 5.6万股 | $300.8万 | 5.6万股 | -115股-0.21% | 减仓 |
| IiShares安硕·COREIJR |
| 0.84% | 0.77% | $321.0万 | 2.2万股 | $259.7万 | 2.1万股 | +754股+3.61% | 加仓 |
 艾伯维ABBV |
| 0.83% | 0.76% | $319.1万 | 1.3万股 | $257.6万 | 1.2万股 | +835股+7.05% | 加仓 |
| V先锋领航指数基金VTV |
| 0.74% | 0.37% | $284.2万 | 1.3万股 | $124.7万 | 6,433股 | +6,610股+102.75% | 加仓 |
| BBANK OF AMERBAC |
| 0.74% | 0.64% | $283.3万 | 5.0万股 | $216.4万 | 4.4万股 | +5,325股+12.00% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.72% | 0.81% | $275.3万 | 4.7万股 | $274.0万 | 4.6万股 | +674股+1.46% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.65% | 0.74% | $251.8万 | 4.3万股 | $249.4万 | 4.3万股 | +658股+1.54% | 加仓 |
 宝洁PG |
| 0.65% | 0.73% | $249.5万 | 1.7万股 | $248.9万 | 1.7万股 | -214股-1.24% | 减仓 |
 英伟达NVDA |
| 0.65% | 0.55% | $249.4万 | 1.2万股 | $186.4万 | 1.1万股 | +1,774股+16.59% | 加仓 |
| IiShares安硕信托GVI |
| 0.62% | 0.67% | $239.4万 | 2.2万股 | $228.2万 | 2.1万股 | +1,056股+4.93% | 加仓 |
| IiShares安硕信托IVW |
| 0.55% | 0.52% | $210.0万 | 1.5万股 | $175.4万 | 1.6万股 | -236股-1.52% | 减仓 |
| IiShares安硕信托DVY |
| 0.54% | 0.6% | $209.2万 | 1.3万股 | $202.6万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 0.54% | 0.55% | $207.2万 | 1.4万股 | $187.1万 | 1.4万股 | -101股-0.72% | 减仓 |
| IiShares安硕IEMG |
| 0.54% | 0.43% | $205.8万 | 2.5万股 | $147.1万 | 2.1万股 | +3,751股+17.78% | 加仓 |
 雪佛龙CVX |
| 0.53% | 0.72% | $204.0万 | 1.2万股 | $244.0万 | 1.2万股 | +509股+4.32% | 加仓 |
 思科CSCO |
| 0.51% | 0.38% | $197.1万 | 1.7万股 | $130.2万 | 1.7万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.5% | 0.56% | $191.6万 | 2.3万股 | $190.9万 | 2.4万股 | -792股-3.30% | 减仓 |
| IiShares安硕信托GVI |
| 0.44% | 0.5% | $170.7万 | 1.6万股 | $168.5万 | 1.6万股 | -13股-0.08% | 减仓 |
 可口可乐KO |
| 0.43% | 0.34% | $165.4万 | 2.0万股 | $114.3万 | 1.5万股 | +5,321股+35.40% | 加仓 |
| IiShares安硕信托AGG |
| 0.43% | 0.48% | $164.1万 | 1.7万股 | $163.2万 | 1.6万股 | +135股+0.82% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.42% | 0.39% | $161.6万 | 2.0万股 | $133.0万 | 3,262股 | +1.6万股+499.60% | 加仓 |
| IiShares安硕信托ILCG |
| 0.41% | 0.38% | $158.0万 | 1.4万股 | $129.0万 | 1.4万股 | -5股-0.04% | 减仓 |
 麦当劳MCD |
| 0.38% | 0.48% | $147.1万 | 5,441股 | $163.4万 | 5,256股 | +185股+3.52% | 加仓 |
