| IiShares安硕信托IVV |
| 10.4% | 8.52% | $7,262.3万 | 9.7万股 | $6,517.4万 | 10.0万股 | -2,801股-2.81% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 7.92% | 6.64% | $5,533.2万 | 53.3万股 | $5,078.6万 | 52.3万股 | +9,789股+1.87% | 加仓 |
 帕卡PCAR |
| 6.29% | 5.52% | $4,395.5万 | 36.6万股 | $4,226.5万 | 36.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 6% | 4.66% | $4,188.5万 | 28.2万股 | $3,566.2万 | 28.7万股 | -4,463股-1.56% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.04% | 4.28% | $3,517.0万 | 42.6万股 | $3,275.5万 | 39.6万股 | +3.0万股+7.50% | 加仓 |
| V先锋领航指数基金VOO |
| 4.61% | 3.32% | $3,222.1万 | 4.7万股 | $2,540.6万 | 4.3万股 | +4,397股+10.34% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 4% | 3.45% | $2,792.5万 | 37.1万股 | $2,640.0万 | 35.3万股 | +1.8万股+5.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.13% | 2.84% | $2,186.5万 | 4.4万股 | $2,173.4万 | 4.5万股 | -1,659股-3.66% | 减仓 |
| IiShares安硕IEMG |
| 2.96% | 2.58% | $2,069.3万 | 25.0万股 | $1,972.1万 | 28.3万股 | -3.3万股-11.65% | 减仓 |
| IiShares安硕信托USRT |
| 2.92% | 2.28% | $2,039.4万 | 30.7万股 | $1,746.2万 | 29.5万股 | +1.2万股+4.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.64% | 2.09% | $1,846.5万 | 2.5万股 | $1,598.7万 | 2.5万股 | +144股+0.59% | 加仓 |
| IiShares安硕信托EFV |
| 2.32% | 2% | $1,620.8万 | 21.2万股 | $1,533.4万 | 20.6万股 | +5,490股+2.66% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.27% | 1.68% | $1,588.1万 | 6.5万股 | $1,284.5万 | 5.9万股 | +6,232股+10.54% | 加仓 |
| IiShares安硕信托AGG |
| 2.12% | 2.18% | $1,477.3万 | 14.9万股 | $1,666.9万 | 16.8万股 | -1.9万股-11.11% | 减仓 |
| V先锋领航·MIDVO |
| 1.71% | 2.08% | $1,195.5万 | 14.8万股 | $1,587.7万 | 5.5万股 | +9.3万股+168.39% | 加仓 |
| G通用动力VTI |
| 1.43% | 0.94% | $999.8万 | 2.7万股 | $719.7万 | 2.2万股 | +4,585股+20.44% | 加仓 |
 苹果AAPL |
| 1.23% | 1.23% | $858.4万 | 3.0万股 | $942.3万 | 3.7万股 | -7,465股-20.10% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.12% | 0.93% | $782.2万 | 1.9万股 | $713.5万 | 2.0万股 | -908股-4.54% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.1% | 1.17% | $767.3万 | 9.7万股 | $895.6万 | 9.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 1.01% | 0.97% | $704.2万 | 2.3万股 | $743.7万 | 2.8万股 | -5,162股-18.18% | 减仓 |
| IiShares安硕信托EEM |
| 0.99% | 0.73% | $692.7万 | 10.1万股 | $559.4万 | 9.9万股 | +2,750股+2.79% | 加仓 |
| EEA SERIES TRUSTGEW |
| 0.99% | 0.83% | $692.0万 | 12.6万股 | $636.0万 | 12.6万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.94% | 0.83% | $658.9万 | 2.4万股 | $635.1万 | 2.4万股 | -34股-0.14% | 减仓 |
| IiShares安硕信托IEFA |
| 0.93% | 1.46% | $649.1万 | 6.7万股 | $1,115.4万 | 12.3万股 | -5.6万股-45.45% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.92% | 0.8% | $645.4万 | 9.1万股 | $613.4万 | 9.6万股 | -5,141股-5.37% | 减仓 |
 优步UBER |
| 0.9% | 1.16% | $630.2万 | 8.7万股 | $887.9万 | 12.3万股 | -3.6万股-29.25% | 减仓 |
 英伟达NVDA |
| 0.85% | 0.99% | $596.5万 | 3.0万股 | $759.7万 | 4.4万股 | -1.4万股-31.55% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.82% | 0.64% | $574.6万 | 6.9万股 | $488.1万 | 6.5万股 | +3,621股+5.57% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.81% | 0.69% | $568.2万 | 9.5万股 | $526.2万 | 9.7万股 | -2,151股-2.21% | 减仓 |
 AON SHS CL AAON |
| 0.72% | 7.73% | $502.0万 | 1.5万股 | $5,916.9万 | 18.3万股 | -16.8万股-91.74% | 减仓 |
| V先锋领航指数基金VUG |
| 0.68% | 0.51% | $471.4万 | 5.5万股 | $392.6万 | 8,988股 | +4.6万股+508.91% | 加仓 |
 雷神技术RTX |
| 0.62% | 0.58% | $433.7万 | 2.3万股 | $440.9万 | 2.3万股 | 00.00% | 持仓不变 |
 BYLINE BANCORPBY |
| 0.6% | 0.47% | $417.5万 | 11.1万股 | $360.8万 | 11.4万股 | -3,422股-2.99% | 减仓 |
| V先锋领航指数基金VV |
| 0.58% | 0.46% | $408.0万 | 1.2万股 | $354.5万 | 1.2万股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTGEQ |
| 0.57% | — | $395.5万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.54% | 0.46% | $377.0万 | 1.3万股 | $351.4万 | 1.4万股 | -1,625股-11.47% | 减仓 |
| V先锋领航指数基金VXF |
| 0.53% | — | $372.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.53% | 0.43% | $372.0万 | 3.0万股 | $329.4万 | 7,726股 | +2.2万股+287.81% | 加仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.53% | — | $371.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.53% | 0.37% | $368.4万 | 4.3万股 | $279.4万 | 3.6万股 | +6,856股+18.92% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.51% | — | $355.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.49% | 0.44% | $344.2万 | 4.7万股 | $339.2万 | 4.6万股 | +823股+1.79% | 加仓 |
 亚马逊AMZN |
| 0.49% | 0.45% | $342.4万 | 1.4万股 | $342.0万 | 1.6万股 | -2,056股-12.52% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.46% | 0.45% | $320.4万 | 2.0万股 | $340.7万 | 2.5万股 | -4,223股-17.14% | 减仓 |
 微软MSFT |
| 0.41% | 0.38% | $288.3万 | 7,729股 | $293.9万 | 7,940股 | -211股-2.66% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.39% | 0.37% | $271.7万 | 7.4万股 | $280.3万 | 7.4万股 | -161股-0.22% | 减仓 |
| IiShares安硕·COREIJH |
| 0.37% | 0.3% | $259.5万 | 3.4万股 | $227.2万 | 3.4万股 | +18股+0.05% | 加仓 |
 谷歌AGOOGL |
| 0.36% | 0.28% | $253.8万 | 7,102股 | $211.6万 | 7,358股 | -256股-3.48% | 减仓 |
 戴蒙德能源FANG |
| 0.35% | 6.16% | $243.9万 | 1.4万股 | $4,710.0万 | 23.8万股 | -22.4万股-94.17% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.33% | 0.16% | $233.4万 | 4.7万股 | $122.9万 | 2.2万股 | +2.5万股+112.60% | 加仓 |
