| G通用动力VTI |
| 18.58% | 18.03% | $2.89亿 | 78.2万股 | $2.47亿 | 77.1万股 | +1.1万股+1.49% | 加仓 |
| V先锋领航指数基金VOO |
| 12.13% | 12.1% | $1.89亿 | 27.5万股 | $1.66亿 | 27.8万股 | -2,533股-0.91% | 减仓 |
| IiShares安硕信托IXUS |
| 9.71% | 10.02% | $1.51亿 | 158.5万股 | $1.37亿 | 158.6万股 | -508股-0.03% | 减仓 |
 摩根大通JPM |
| 8.43% | 8.59% | $1.31亿 | 40.1万股 | $1.18亿 | 40.0万股 | +1,014股+0.25% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.78% | 5.1% | $7,437.8万 | 153.6万股 | $6,985.8万 | 145.4万股 | +8.2万股+5.63% | 加仓 |
| S嘉信策略信托SCHC |
| 3.55% | 3.81% | $5,533.5万 | 104.9万股 | $5,219.6万 | 106.7万股 | -1.8万股-1.68% | 减仓 |
 苹果AAPL |
| 2.5% | 2.5% | $3,896.9万 | 13.5万股 | $3,421.9万 | 13.5万股 | -158股-0.12% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.09% | 2.16% | $3,262.3万 | 38.2万股 | $2,956.4万 | 38.3万股 | -1,811股-0.47% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 2.09% | 1.84% | $3,255.2万 | 39.7万股 | $2,527.4万 | 35.1万股 | +4.6万股+13.24% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.8% | 1.88% | $2,806.6万 | 35.5万股 | $2,577.5万 | 32.5万股 | +3.0万股+9.22% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.73% | 1.89% | $2,695.9万 | 36股 | $2,585.3万 | 36股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.48% | 1.49% | $2,310.7万 | 3.1万股 | $2,045.5万 | 3.1万股 | -511股-1.62% | 减仓 |
 谷歌AGOOGL |
| 1.3% | 1.19% | $2,031.3万 | 5.7万股 | $1,634.3万 | 5.7万股 | +7股+0.01% | 加仓 |
| IiShares安硕·COREIJR |
| 1.26% | 1.2% | $1,964.0万 | 13.2万股 | $1,645.6万 | 13.2万股 | +48股+0.04% | 加仓 |
| IiShares安硕信托IVV |
| 1.17% | 1.2% | $1,817.2万 | 2.4万股 | $1,643.5万 | 2.5万股 | -895股-3.56% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.13% | 1.27% | $1,760.8万 | 11.1万股 | $1,742.1万 | 11.8万股 | -6,206股-5.28% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.11% | 1.27% | $1,733.2万 | 57.8万股 | $1,740.8万 | 57.9万股 | -1,376股-0.24% | 减仓 |
| IiShares安硕·COREIJH |
| 0.94% | 0.93% | $1,459.5万 | 18.9万股 | $1,277.8万 | 18.9万股 | +55股+0.03% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.88% | 0.86% | $1,372.5万 | 11.1万股 | $1,178.3万 | 2.8万股 | +8.3万股+300.00% | 加仓 |
| IiShares安硕信托IEFA |
| 0.78% | 0.83% | $1,215.2万 | 12.6万股 | $1,138.3万 | 12.6万股 | +82股+0.07% | 加仓 |
 英伟达NVDA |
| 0.69% | 0.69% | $1,080.5万 | 5.4万股 | $939.4万 | 5.4万股 | +136股+0.25% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.67% | 0.64% | $1,041.8万 | 12.7万股 | $874.9万 | 12.3万股 | +3,522股+2.86% | 加仓 |
 微软MSFT |
| 0.67% | 0.75% | $1,038.2万 | 2.8万股 | $1,033.1万 | 2.8万股 | -79股-0.28% | 减仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.61% | 0.59% | $951.0万 | 53.6万股 | $811.9万 | 51.9万股 | +1.8万股+3.39% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.6% | $950.1万 | 4.0万股 | $829.0万 | 4.0万股 | +59股+0.15% | 加仓 |
| V先锋领航指数基金VTV |
| 0.61% | 0.62% | $944.4万 | 4.3万股 | $849.2万 | 4.3万股 | +55股+0.13% | 加仓 |
| IiShares安硕信托ITOT |
| 0.59% | 0.58% | $919.6万 | 5.6万股 | $797.3万 | 5.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.56% | $885.9万 | 2.5万股 | $764.4万 | 2.7万股 | -1,573股-5.90% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.47% | 0.46% | $727.0万 | 14.1万股 | $635.3万 | 14.1万股 | -151股-0.11% | 减仓 |
| IiShares安硕信托IWD |
| 0.46% | 0.46% | $719.5万 | 3.0万股 | $634.1万 | 3.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.44% | 0.46% | $680.5万 | 7.1万股 | $626.0万 | 7.1万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.4% | 0.34% | $623.3万 | 5,305股 | $465.9万 | 5,337股 | -32股-0.60% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.36% | 0.41% | $554.7万 | 7.2万股 | $560.7万 | 7.3万股 | -328股-0.45% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.35% | 0.36% | $549.9万 | 9.2万股 | $497.7万 | 9.2万股 | +52股+0.06% | 加仓 |
 博通AVGO |
| 0.35% | 0.35% | $542.1万 | 1.4万股 | $486.4万 | 1.6万股 | -1,365股-8.69% | 减仓 |
 应用材料AMAT |
| 0.34% | 0.19% | $533.4万 | 7,378股 | $257.6万 | 7,538股 | -160股-2.12% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.34% | 0.33% | $524.5万 | 6.4万股 | $453.9万 | 6.4万股 | 00.00% | 持仓不变 |
| IINVESCO PHLX SEMICONDUCTOR ETFSOXQ |
| 0.32% | 0.2% | $504.5万 | 4.5万股 | $268.7万 | 4.5万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.31% | 0.28% | $487.0万 | 6,613股 | $381.2万 | 6,605股 | +8股+0.12% | 加仓 |
 VisaV |
| 0.31% | 0.32% | $480.7万 | 1.4万股 | $436.5万 | 1.4万股 | -430股-2.98% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.3% | 0.31% | $474.5万 | 1.5万股 | $431.6万 | 1.5万股 | +46股+0.31% | 加仓 |
 卡特彼勒CAT |
| 0.3% | 0.22% | $466.2万 | 4,378股 | $301.5万 | 4,256股 | +122股+2.87% | 加仓 |
 汽车地带AZO |
| 0.29% | — | $453.8万 | 1,420股 | $0 | 0股 | +1,420股 | 新买入 |
 安费诺APH |
| 0.28% | 0.23% | $434.9万 | 2.5万股 | $312.4万 | 2.5万股 | -59股-0.24% | 减仓 |
 特灵科技TT |
| 0.27% | 0.26% | $426.1万 | 8,675股 | $361.8万 | 8,682股 | -7股-0.08% | 减仓 |
 礼来LLY |
| 0.27% | 0.09% | $420.9万 | 3,509股 | $117.8万 | 1,281股 | +2,228股+173.93% | 加仓 |
 家得宝HD |
| 0.24% | 0.24% | $375.7万 | 1.1万股 | $335.2万 | 1.0万股 | +461股+4.52% | 加仓 |
 PALO ALTOPANW |
| 0.23% | 0.12% | $359.4万 | 1.1万股 | $168.7万 | 1.1万股 | +18股+0.17% | 加仓 |
 埃克森美孚XOM |
| 0.22% | 0.31% | $347.8万 | 2.5万股 | $422.3万 | 2.5万股 | +549股+2.21% | 加仓 |
 强生JNJ |
| 0.21% | 0.23% | $330.7万 | 1.3万股 | $309.3万 | 1.3万股 | +370股+2.92% | 加仓 |
