 伯克希尔哈撒韦BRK.B |
| 11.4% | 12% | $5,971.0万 | 11.9万股 | $5,780.3万 | 12.1万股 | -1,296股-1.07% | 减仓 |
 苹果AAPL |
| 7.1% | 6.85% | $3,720.4万 | 12.9万股 | $3,302.3万 | 13.0万股 | -1,548股-1.19% | 减仓 |
| IiShares安硕信托DGRO |
| 5.24% | 5.08% | $2,744.8万 | 36.2万股 | $2,447.3万 | 34.9万股 | +1.3万股+3.85% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 5.21% | 4.9% | $2,731.2万 | 52.8万股 | $2,360.8万 | 52.3万股 | +5,150股+0.98% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 4.87% | 6.28% | $2,551.1万 | 84.6万股 | $3,023.7万 | 85.3万股 | -7,725股-0.91% | 减仓 |
 谷歌AGOOGL |
| 4.66% | 4.1% | $2,442.7万 | 6.8万股 | $1,973.5万 | 6.9万股 | -278股-0.41% | 减仓 |
| IiShares安硕信托DVY |
| 3.75% | 3.77% | $1,964.6万 | 12.6万股 | $1,815.1万 | 12.0万股 | +5,817股+4.85% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.95% | 3.02% | $1,547.0万 | 37.5万股 | $1,453.5万 | 37.3万股 | +1,972股+0.53% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 2.41% | 2.4% | $1,262.4万 | 14.3万股 | $1,155.2万 | 14.0万股 | +2,425股+1.73% | 加仓 |
| AAvantis·U SAVUV |
| 2.3% | 2.2% | $1,204.6万 | 9.7万股 | $1,060.7万 | 9.6万股 | +538股+0.56% | 加仓 |
| A美国世纪ETF信托DSPY |
| 1.87% | 1.85% | $981.8万 | 15.0万股 | $890.5万 | 14.8万股 | +1,201股+0.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.81% | 1.61% | $948.8万 | 2.7万股 | $773.6万 | 2.7万股 | -117股-0.43% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.46% | 1.52% | $766.9万 | 7.8万股 | $731.8万 | 7.8万股 | +443股+0.57% | 加仓 |
| A美国世纪ETF信托AVLC |
| 1.45% | 1.35% | $758.3万 | 8.4万股 | $648.1万 | 8.4万股 | +727股+0.87% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.33% | 1.4% | $697.1万 | 6.8万股 | $675.2万 | 6.8万股 | +23股+0.03% | 加仓 |
| PPacer基金信托COWZ |
| 1.33% | 1.45% | $696.9万 | 11.2万股 | $699.2万 | 11.2万股 | +277股+0.25% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.32% | 1.31% | $690.2万 | 11.6万股 | $632.3万 | 11.7万股 | -1,344股-1.15% | 减仓 |
 TARGET COMTGT |
| 1.27% | 1.11% | $667.5万 | 5.1万股 | $534.1万 | 4.4万股 | +7,039股+16.02% | 加仓 |
 PALO ALTOPANW |
| 1.18% | 0.63% | $619.1万 | 1.8万股 | $303.2万 | 1.9万股 | -757股-4.00% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.18% | 1.11% | $615.9万 | 4.8万股 | $532.4万 | 4.8万股 | +195股+0.41% | 加仓 |
| VVIRTUS EQUITY & CONV INCM FDNIE |
| 1.16% | 1.06% | $609.3万 | 22.7万股 | $510.9万 | 21.9万股 | +8,118股+3.71% | 加仓 |
 摩根大通JPM |
| 1.16% | 1.14% | $609.1万 | 1.9万股 | $547.6万 | 1.9万股 | -8股-0.04% | 减仓 |
 联合健康UNH |
| 1.12% | 0.79% | $586.7万 | 1.4万股 | $382.1万 | 1.4万股 | -4股-0.03% | 减仓 |
 微软MSFT |
| 1.1% | 1.18% | $574.1万 | 1.5万股 | $570.3万 | 1.5万股 | -16股-0.10% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.02% | 1.02% | $534.5万 | 3.0万股 | $489.1万 | 3.0万股 | -38股-0.13% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 1.02% | 1.11% | $532.9万 | 12.6万股 | $532.7万 | 12.6万股 | +64股+0.05% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.99% | 0.97% | $519.1万 | 11.7万股 | $469.5万 | 12.1万股 | -3,793股-3.14% | 减仓 |
| KKAROOOOOKARO |
| 0.89% | 0.97% | $465.0万 | 9.4万股 | $469.6万 | 9.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.89% | 0.85% | $464.2万 | 1.9万股 | $409.8万 | 2.0万股 | -202股-1.03% | 减仓 |
 好市多COST |
| 0.84% | 1.03% | $441.5万 | 4,719股 | $494.1万 | 4,958股 | -239股-4.82% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 0.8% | 0.86% | $418.0万 | 7.7万股 | $413.1万 | 7.7万股 | +233股+0.30% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.74% | 0.73% | $389.9万 | 5.6万股 | $351.7万 | 5.6万股 | -535股-0.95% | 减仓 |
 英伟达NVDA |
| 0.66% | 0.65% | $343.4万 | 1.7万股 | $311.3万 | 1.8万股 | -689股-3.86% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.65% | 0.68% | $342.3万 | 4.1万股 | $325.6万 | 4.1万股 | +516股+1.26% | 加仓 |
 强生JNJ |
| 0.64% | 0.67% | $334.5万 | 1.3万股 | $321.1万 | 1.3万股 | +34股+0.26% | 加仓 |
 Meta平台META |
| 0.62% | 0.69% | $327.1万 | 5,807股 | $333.0万 | 5,820股 | -13股-0.22% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 0.59% | 0.55% | $310.7万 | 7.3万股 | $267.3万 | 7.5万股 | -1,896股-2.54% | 减仓 |
 AVANTIS INTLNGG |
| 0.57% | 0.59% | $300.4万 | 3.4万股 | $283.4万 | 3.3万股 | +280股+0.84% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.51% | 0.56% | $267.2万 | 5.3万股 | $268.3万 | 5.3万股 | -181股-0.34% | 减仓 |
 VisaV |
| 0.49% | 0.48% | $259.0万 | 7,548股 | $232.2万 | 7,681股 | -133股-1.73% | 减仓 |
 星巴克SBUX |
| 0.47% | 0.44% | $243.8万 | 2.4万股 | $212.3万 | 2.4万股 | +159股+0.67% | 加仓 |
 麦当劳MCD |
| 0.45% | 0.56% | $237.9万 | 8,801股 | $271.7万 | 8,741股 | +60股+0.69% | 加仓 |
 WEYERHAEUSERWY |
| 0.45% | 0.46% | $237.9万 | 9.9万股 | $222.3万 | 9.1万股 | +8,354股+9.18% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.44% | 0.47% | $230.5万 | 5.7万股 | $228.0万 | 5.8万股 | -366股-0.63% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.44% | 0.47% | $228.1万 | 6.1万股 | $227.0万 | 6.4万股 | -2,659股-4.16% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.4% | 0.38% | $210.2万 | 2.2万股 | $184.0万 | 2.1万股 | +1,056股+5.09% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.39% | 0.39% | $206.9万 | 3.7万股 | $186.6万 | 3.3万股 | +3,705股+11.25% | 加仓 |
| IiShares安硕信托IEUR |
| 0.38% | 0.36% | $201.6万 | 2.7万股 | $173.9万 | 2.5万股 | +2,077股+8.39% | 加仓 |
| IiShares安硕IEMG |
| 0.38% | 0.36% | $200.6万 | 2.4万股 | $172.5万 | 2.5万股 | -522股-2.11% | 减仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.33% | 0.22% | $171.6万 | 6.6万股 | $107.1万 | 5.7万股 | +9,000股+15.92% | 加仓 |
