| V先锋领航指数基金VOO |
| 21.92% | 22.93% | $7,362.3万 | 11.7万股 | $7,361.3万 | 12.0万股 | -2,812股-2.34% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 9.92% | 10.2% | $3,333.1万 | 5.5万股 | $3,275.2万 | 5.5万股 | +299股+0.54% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 8.52% | 8.82% | $2,861.5万 | 11.6万股 | $2,832.6万 | 11.7万股 | -825股-0.70% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.23% | 5.39% | $1,757.7万 | 2.6万股 | $1,729.2万 | 2.6万股 | -183股-0.70% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.62% | 3.56% | $1,215.8万 | 12.7万股 | $1,143.3万 | 12.2万股 | +4,157股+3.39% | 加仓 |
| IiShares安硕信托AGG |
| 3.48% | 3.2% | $1,169.5万 | 11.7万股 | $1,027.5万 | 10.2万股 | +1.5万股+14.24% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.44% | 3.7% | $1,156.8万 | 2.4万股 | $1,188.8万 | 2.5万股 | -939股-3.70% | 减仓 |
| IiShares安硕信托IWD |
| 2.75% | 2.81% | $925.2万 | 4.4万股 | $900.9万 | 4.4万股 | -262股-0.59% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 2.7% | 2.82% | $905.8万 | 12股 | $905.0万 | 12股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.62% | 2.71% | $878.6万 | 2.7万股 | $870.7万 | 2.7万股 | -3股-0.01% | 减仓 |
| IiShares安硕信托IJJ |
| 2.48% | 2.35% | $831.4万 | 6.3万股 | $755.7万 | 5.8万股 | +4,929股+8.46% | 加仓 |
| V先锋领航指数基金VB |
| 2.46% | 2.53% | $825.8万 | 3.2万股 | $813.3万 | 3.2万股 | +29股+0.09% | 加仓 |
| IiShares安硕信托IJK |
| 2.27% | 2.33% | $761.1万 | 7.9万股 | $748.6万 | 7.8万股 | +497股+0.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.11% | 2.13% | $707.7万 | 1.4万股 | $683.0万 | 1.4万股 | +493股+3.63% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 2.03% | 2.09% | $680.7万 | 3.8万股 | $672.2万 | 3.8万股 | -452股-1.19% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.73% | 1.61% | $579.7万 | 6.2万股 | $517.7万 | 6.2万股 | +438股+0.71% | 加仓 |
| IiShares安硕信托EEM |
| 1.58% | 1.64% | $530.9万 | 9.7万股 | $527.3万 | 9.9万股 | -1,708股-1.73% | 减仓 |
| IiShares安硕信托IVV |
| 1.3% | 1.31% | $435.2万 | 6,353股 | $421.7万 | 6,300股 | +53股+0.84% | 加仓 |
 苹果AAPL |
| 1.11% | 0.99% | $372.3万 | 1.4万股 | $317.4万 | 1.2万股 | +1,231股+9.88% | 加仓 |
| V先锋领航·TOTALBND |
| 0.93% | 0.84% | $310.8万 | 4.2万股 | $270.5万 | 3.6万股 | +5,585股+15.35% | 加仓 |
 美国运通AXP |
| 0.85% | 0.78% | $284.4万 | 7,688股 | $249.6万 | 7,513股 | +175股+2.33% | 加仓 |
 BUCKLEBKE |
| 0.7% | 0.8% | $235.0万 | 4.4万股 | $258.0万 | 4.4万股 | +4股+0.01% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.68% | 0.71% | $226.9万 | 9.7万股 | $228.2万 | 9.7万股 | -104股-0.11% | 减仓 |
| IiShares安硕·COREIJH |
| 0.65% | 0.67% | $217.0万 | 3.3万股 | $214.2万 | 3.3万股 | +50股+0.15% | 加仓 |
 微软MSFT |
| 0.64% | 0.43% | $214.1万 | 4,428股 | $138.9万 | 2,682股 | +1,746股+65.10% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.53% | $198.7万 | 6,168股 | $169.8万 | 5,384股 | +784股+14.56% | 加仓 |
| S嘉信·USSCHX |
| 0.58% | 0.58% | $194.2万 | 7.2万股 | $184.9万 | 7.0万股 | +1,965股+2.80% | 加仓 |
| G通用动力VTI |
| 0.57% | 0.59% | $192.5万 | 5,741股 | $190.2万 | 5,795股 | -54股-0.93% | 减仓 |
| S嘉信·USSCHA |
| 0.51% | 0.53% | $171.9万 | 6.0万股 | $170.2万 | 6.1万股 | -629股-1.03% | 减仓 |
 强生JNJ |
| 0.5% | 0.44% | $166.5万 | 8,046股 | $142.4万 | 7,681股 | +365股+4.75% | 加仓 |
| S嘉信策略信托SCHM |
| 0.49% | 0.5% | $164.5万 | 5.5万股 | $159.1万 | 5.4万股 | +1,034股+1.93% | 加仓 |
 亚马逊AMZN |
| 0.44% | 0.24% | $146.2万 | 6,336股 | $76.2万 | 3,472股 | +2,864股+82.49% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.43% | 0.12% | $145.6万 | 6.6万股 | $39.5万 | 1.8万股 | +4.8万股+270.39% | 加仓 |
 伊顿ETN |
| 0.41% | 0.49% | $137.3万 | 4,311股 | $158.6万 | 4,237股 | +74股+1.75% | 加仓 |
| V先锋领航·MIDVO |
| 0.37% | 0.41% | $125.2万 | 4,315股 | $132.4万 | 4,506股 | -191股-4.24% | 减仓 |
| IIBMIBM |
| 0.35% | 0.32% | $116.3万 | 3,925股 | $102.3万 | 3,627股 | +298股+8.22% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.33% | 0.35% | $110.5万 | 2,959股 | $111.2万 | 3,042股 | -83股-2.73% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.32% | 0.35% | $108.4万 | 7,532股 | $112.3万 | 3,986股 | +3,546股+88.96% | 加仓 |
 谷歌AGOOGL |
| 0.3% | 0.14% | $101.7万 | 3,249股 | $45.0万 | 1,850股 | +1,399股+75.62% | 加仓 |
 联合太平洋铁路UNP |
| 0.27% | 0.25% | $91.4万 | 3,951股 | $79.1万 | 3,345股 | +606股+18.12% | 加仓 |
| I景顺QQQ信托VOO |
| 0.26% | 0.25% | $87.0万 | 1,416股 | $78.9万 | 1,315股 | +101股+7.68% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.15% | $86.4万 | 2,754股 | $48.8万 | 2,003股 | +751股+37.49% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.26% | 0.26% | $86.1万 | 1.3万股 | $82.6万 | 1.3万股 | +124股+0.98% | 加仓 |
 英伟达NVDA |
| 0.24% | 0.09% | $80.7万 | 4,327股 | $30.4万 | 1,629股 | +2,698股+165.62% | 加仓 |
 美国合众银行USB |
| 0.24% | 0.23% | $80.0万 | 1.5万股 | $72.5万 | 1.5万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.23% | 0.23% | $76.2万 | 2,494股 | $72.5万 | 2,384股 | +110股+4.61% | 加仓 |
| IiShares安硕信托IBDR |
| 0.22% | 0.24% | $75.4万 | 3.1万股 | $75.6万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.22% | 0.16% | $74.2万 | 3,503股 | $52.4万 | 2,509股 | +994股+39.62% | 加仓 |
| IiShares安硕IEMG |
| 0.21% | — | $71.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.21% | 0.2% | $70.4万 | 1,777股 | $63.2万 | 1,777股 | 00.00% | 持仓不变 |
