 微软MSFT |
| 6.62% | 7.32% | $4,227.2万 | 11.3万股 | $4,150.6万 | 11.2万股 | +1,197股+1.07% | 加仓 |
 苹果AAPL |
| 6.38% | 6.39% | $4,070.9万 | 14.1万股 | $3,624.2万 | 14.3万股 | -2,117股-1.48% | 减仓 |
| I景顺QQQ信托VOO |
| 5.89% | 5.25% | $3,763.5万 | 5.1万股 | $2,977.3万 | 5.2万股 | -478股-0.93% | 减仓 |
 好市多COST |
| 4.88% | 5.9% | $3,119.4万 | 3.3万股 | $3,343.0万 | 3.4万股 | -203股-0.61% | 减仓 |
 英伟达NVDA |
| 4.87% | 4.8% | $3,110.0万 | 15.5万股 | $2,718.1万 | 15.6万股 | -428股-0.27% | 减仓 |
 谷歌AGOOGL |
| 3.72% | 3.4% | $2,374.8万 | 6.6万股 | $1,927.1万 | 6.7万股 | -563股-0.84% | 减仓 |
 亚马逊AMZN |
| 3.54% | 3.55% | $2,260.1万 | 9.5万股 | $2,009.4万 | 9.6万股 | -1,654股-1.71% | 减仓 |
 博通AVGO |
| 3.08% | 2.87% | $1,968.8万 | 5.2万股 | $1,627.1万 | 5.3万股 | -451股-0.86% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.03% | 3.26% | $1,934.2万 | 3.9万股 | $1,849.6万 | 3.9万股 | +57股+0.15% | 加仓 |
 卡特彼勒CAT |
| 2.87% | 2.2% | $1,835.7万 | 1.7万股 | $1,248.0万 | 1.8万股 | -377股-2.14% | 减仓 |
| S嘉信策略信托SCHD |
| 2.87% | 3.13% | $1,834.5万 | 57.9万股 | $1,772.6万 | 57.8万股 | +733股+0.13% | 加仓 |
| IiShares安硕信托ILCG |
| 2.6% | 2.41% | $1,658.4万 | 14.2万股 | $1,363.1万 | 14.3万股 | -1,037股-0.73% | 减仓 |
 星巴克SBUX |
| 1.82% | 1.81% | $1,162.5万 | 11.4万股 | $1,027.4万 | 11.5万股 | -922股-0.80% | 减仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 1.4% | 1.44% | $896.1万 | 8.9万股 | $815.8万 | 8.8万股 | +916股+1.05% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.34% | 1.35% | $855.0万 | 10.2万股 | $765.7万 | 10.2万股 | +121股+0.12% | 加仓 |
 GE VernovaGEV |
| 1.28% | 1.12% | $819.0万 | 6,971股 | $634.0万 | 7,263股 | -292股-4.02% | 减仓 |
 礼来LLY |
| 1.08% | 0.95% | $686.5万 | 5,724股 | $538.2万 | 5,851股 | -127股-2.17% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.04% | 0.94% | $665.2万 | 3.1万股 | $533.9万 | 2.8万股 | +3,445股+12.38% | 加仓 |
 特斯拉TSLA |
| 1.01% | 1% | $643.9万 | 1.5万股 | $566.4万 | 1.5万股 | +73股+0.48% | 加仓 |
| SSPDR黄金信托GLD |
| 0.97% | 1.31% | $620.7万 | 1.7万股 | $740.4万 | 1.7万股 | -358股-2.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.81% | $568.0万 | 1.6万股 | $458.0万 | 1.6万股 | +109股+0.68% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.86% | 0.82% | $546.6万 | 18.9万股 | $467.5万 | 18.6万股 | +2,469股+1.33% | 加仓 |
 CrowdStrikeCRWD |
| 0.85% | 0.48% | $545.6万 | 7,149股 | $270.8万 | 6,936股 | +213股+3.07% | 加仓 |
| V先锋领航指数基金VTV |
| 0.84% | 0.87% | $538.8万 | 2.5万股 | $494.3万 | 2.5万股 | -473股-1.88% | 减仓 |
 TIMBERLAND BANCORP INC COMTSBK |
| 0.84% | 0.84% | $535.5万 | 12.0万股 | $473.4万 | 12.0万股 | -563股-0.47% | 减仓 |
 英特尔INTC |
| 0.83% | 0.3% | $532.8万 | 3.8万股 | $168.9万 | 3.8万股 | -107股-0.28% | 减仓 |
 HERITAGE FINL WASHHFWA |
| 0.81% | 0.8% | $518.5万 | 17.5万股 | $455.1万 | 17.5万股 | +13股+0.01% | 加仓 |
 波音BA |
| 0.8% | 0.78% | $513.5万 | 2.4万股 | $443.5万 | 2.2万股 | +1,437股+6.45% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.76% | 0.84% | $484.9万 | 6.2万股 | $474.4万 | 6.1万股 | +1,731股+2.86% | 加仓 |
 摩根大通JPM |
| 0.71% | 0.73% | $455.7万 | 1.4万股 | $414.0万 | 1.4万股 | -151股-1.07% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.7% | 0.73% | $447.5万 | 1.9万股 | $412.5万 | 1.9万股 | -270股-1.41% | 减仓 |
 强生JNJ |
| 0.62% | 0.68% | $398.2万 | 1.6万股 | $382.6万 | 1.6万股 | +25股+0.16% | 加仓 |
| G通用动力VTI |
| 0.59% | 0.59% | $377.8万 | 1.0万股 | $333.3万 | 1.0万股 | -179股-1.72% | 减仓 |
 Meta平台META |
| 0.56% | 0.55% | $357.4万 | 6,344股 | $311.1万 | 5,438股 | +906股+16.66% | 加仓 |
 伊顿ETN |
| 0.55% | 0.51% | $348.7万 | 8,184股 | $289.2万 | 8,086股 | +98股+1.21% | 加仓 |
 帕卡PCAR |
| 0.5% | 0.57% | $321.1万 | 2.7万股 | $323.7万 | 2.8万股 | -1,289股-4.60% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.49% | $319.7万 | 4,281股 | $277.5万 | 4,267股 | +14股+0.33% | 加仓 |
| IiShares安硕信托TLT |
| 0.5% | 0.56% | $317.7万 | 3.7万股 | $318.1万 | 3.7万股 | +70股+0.19% | 加仓 |
 AMD超威AMD |
| 0.49% | 0.21% | $315.9万 | 5,438股 | $116.5万 | 5,726股 | -288股-5.03% | 减仓 |
 宝洁PG |
| 0.45% | 0.54% | $290.5万 | 2.0万股 | $304.2万 | 2.1万股 | -1,248股-5.93% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.45% | 0.31% | $285.3万 | 12.3万股 | $174.9万 | 7.5万股 | +4.8万股+63.78% | 加仓 |
 麦当劳MCD |
| 0.43% | 0.59% | $274.9万 | 1.0万股 | $333.7万 | 1.1万股 | -567股-5.28% | 减仓 |
 VisaV |
| 0.43% | 0.43% | $274.8万 | 8,010股 | $245.5万 | 8,122股 | -112股-1.38% | 减仓 |
 思科CSCO |
| 0.43% | 0.32% | $272.4万 | 2.3万股 | $179.4万 | 2.3万股 | +78股+0.34% | 加仓 |
 应用材料AMAT |
| 0.42% | 0.23% | $268.2万 | 3,710股 | $128.8万 | 3,767股 | -57股-1.51% | 减仓 |
 沃尔玛WMT |
| 0.42% | 0.54% | $266.9万 | 2.4万股 | $303.9万 | 2.4万股 | -884股-3.62% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.55% | $248.2万 | 1.8万股 | $313.6万 | 1.8万股 | -332股-1.80% | 减仓 |
| S嘉信策略信托SCHF |
| 0.38% | 0.38% | $239.9万 | 8.7万股 | $214.7万 | 8.7万股 | -150股-0.17% | 减仓 |
 优步UBER |
| 0.38% | 0.48% | $239.6万 | 3.3万股 | $270.1万 | 3.8万股 | -4,350股-11.58% | 减仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.34% | $237.9万 | 3,464股 | $194.1万 | 3,249股 | +215股+6.62% | 加仓 |
