| IiShares安硕信托IVV |
| 32.44% | 36.07% | $2,939.8万 | 3.9万股 | $2,565.8万 | 3.9万股 | -24股-0.06% | 减仓 |
 FICOFICO |
| 10.56% | 12.02% | $956.8万 | 8,008股 | $854.9万 | 8,008股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 6.76% | 7.5% | $612.9万 | 1.5万股 | $533.7万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 6.45% | 7.23% | $584.8万 | 8.2万股 | $514.5万 | 8.0万股 | +1,784股+2.22% | 加仓 |
| IiShares安硕信托IJK |
| 4.8% | 5.24% | $434.8万 | 3.7万股 | $372.6万 | 3.7万股 | -25股-0.07% | 减仓 |
| IiShares安硕信托IJJ |
| 4.63% | 5.12% | $420.0万 | 2.8万股 | $364.3万 | 2.7万股 | +936股+3.40% | 加仓 |
 美国运通AXP |
| 4.44% | 5.16% | $402.5万 | 1.2万股 | $367.2万 | 1.2万股 | -240股-1.98% | 减仓 |
| IiShares安硕·COREIJH |
| 2.43% | 2.71% | $219.9万 | 2.9万股 | $192.6万 | 2.9万股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 1.96% | — | $177.8万 | 3,875股 | $0 | 0股 | +3,875股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.93% | 2.3% | $175.0万 | 1.7万股 | $163.6万 | 1.7万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.92% | — | $174.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕·COREIJR |
| 1.91% | 2.05% | $173.5万 | 1.2万股 | $146.1万 | 1.2万股 | -54股-0.46% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.65% | 1.75% | $149.1万 | 4,964股 | $124.5万 | 5,019股 | -55股-1.10% | 减仓 |
 可口可乐KO |
| 1.58% | 1.9% | $143.3万 | 1.8万股 | $134.9万 | 1.8万股 | -99股-0.56% | 减仓 |
| V先锋领航指数基金VTV |
| 1.47% | 1.74% | $133.5万 | 6,126股 | $123.5万 | 6,293股 | -167股-2.65% | 减仓 |
| DDimensional维度·USDFUV |
| 1.38% | — | $124.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.02% | 1.07% | $92.2万 | 1,343股 | $76.0万 | 1,272股 | +71股+5.58% | 加仓 |
 NUVEEN MUNICIPAL VALUENUV |
| 0.93% | 1.15% | $84.2万 | 9.1万股 | $82.1万 | 9.1万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.91% | — | $82.2万 | 2,232股 | $0 | 0股 | +2,232股 | 新买入 |
 埃克森美孚XOM |
| 0.87% | — | $78.8万 | 5,765股 | $0 | 0股 | +5,765股 | 新买入 |
 宝洁PG |
| 0.74% | 0.93% | $67.2万 | 4,583股 | $66.2万 | 4,583股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.67% | 0.64% | $60.3万 | 1,613股 | $45.8万 | 1,613股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.57% | 0.62% | $51.8万 | 2,341股 | $44.4万 | 2,341股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.53% | 0.29% | $47.6万 | 1,694股 | $20.3万 | 838股 | +856股+102.15% | 加仓 |
 GE VernovaGEV |
| 0.52% | — | $47.3万 | 403股 | $0 | 0股 | +403股 | 新买入 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.51% | 0.65% | $46.3万 | 6,946股 | $46.5万 | 6,946股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.47% | — | $42.9万 | 2,648股 | $0 | 0股 | +2,648股 | 新买入 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.47% | — | $42.3万 | 1,248股 | $0 | 0股 | +1,248股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.42% | 0.44% | $38.4万 | 6,426股 | $31.1万 | 5,748股 | +678股+11.80% | 加仓 |
| T赛默飞世尔TMO |
| 0.42% | 0.07% | $38.2万 | 762股 | $5.2万 | 105股 | +657股+625.71% | 加仓 |
 康宁GLW |
| 0.37% | 0.06% | $33.2万 | 1,300股 | $3.9万 | 289股 | +1,011股+349.83% | 加仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.28% | $29.2万 | 963股 | $19.9万 | 759股 | +204股+26.88% | 加仓 |
| V先锋领航·MIDVO |
| 0.29% | 0.33% | $26.0万 | 3,224股 | $23.1万 | 806股 | +2,418股+300.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.34% | $25.0万 | 500股 | $24.0万 | 500股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.26% | — | $23.5万 | 315股 | $0 | 0股 | +315股 | 新买入 |
 强生JNJ |
| 0.26% | 0.32% | $23.4万 | 920股 | $22.5万 | 920股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.25% | 0.28% | $22.7万 | 2,062股 | $20.0万 | 2,062股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSV |
| 0.21% | 0.25% | $18.8万 | 1,705股 | $17.4万 | 1,705股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.2% | 0.15% | $18.3万 | 1,898股 | $10.5万 | 1,182股 | +716股+60.58% | 加仓 |
 谷歌AGOOGL |
| 0.16% | — | $14.3万 | 400股 | $0 | 0股 | +400股 | 新买入 |
| V先锋领航债券指数基金BIV |
| 0.15% | 0.08% | $13.7万 | 1,788股 | $5.9万 | 770股 | +1,018股+132.21% | 加仓 |
| AAT&TT |
| 0.15% | — | $13.6万 | 6,581股 | $0 | 0股 | +6,581股 | 新买入 |
 苹果AAPL |
| 0.14% | 0.12% | $12.4万 | 430股 | $8.4万 | 330股 | +100股+30.30% | 加仓 |
| V先锋领航·TOTALBND |
| 0.13% | 0.07% | $11.7万 | 1,588股 | $5.1万 | 688股 | +900股+130.81% | 加仓 |
| I景顺QQQ信托VOO |
| 0.12% | — | $11.0万 | 149股 | $0 | 0股 | +149股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.11% | 0.13% | $10.3万 | 1,209股 | $9.3万 | 1,209股 | 00.00% | 持仓不变 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 0.1% | 0.12% | $9.5万 | 831股 | $8.5万 | 831股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 0.1% | — | $8.6万 | 1,085股 | $0 | 0股 | +1,085股 | 新买入 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.09% | 0.11% | $8.5万 | 1,036股 | $8.1万 | 1,036股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.09% | 0.12% | $7.9万 | 520股 | $8.3万 | 520股 | 00.00% | 持仓不变 |
