| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 36.4% | 35.64% | $8,266.9万 | 24.4万股 | $7,105.1万 | 24.1万股 | +3,311股+1.38% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 30.49% | 30.83% | $6,925.2万 | 82.7万股 | $6,145.0万 | 81.8万股 | +8,641股+1.06% | 加仓 |
| V先锋领航指数基金VOO |
| 7.2% | 7.23% | $1,636.3万 | 2.4万股 | $1,442.1万 | 2.4万股 | -309股-1.28% | 减仓 |
| IiShares安硕信托IVV |
| 4.01% | 4.01% | $909.9万 | 1.2万股 | $800.4万 | 1.2万股 | -103股-0.84% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 2.79% | 3.04% | $633.6万 | 4.1万股 | $606.8万 | 4.2万股 | -557股-1.34% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.6% | 2.8% | $590.2万 | 5.7万股 | $559.1万 | 5.8万股 | -752股-1.31% | 减仓 |
苹果AAPL |
| 1.79% | 1.92% | $406.1万 | 1.4万股 | $381.8万 | 1.5万股 | -1,011股-6.72% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.74% | 1.66% | $395.9万 | 2.9万股 | $331.2万 | 2.9万股 | -61股-0.21% | 减仓 |
| S嘉信·USSCHX |
| 1.63% | 1.62% | $369.8万 | 12.6万股 | $322.8万 | 12.6万股 | -269股-0.21% | 减仓 |
| V先锋领航指数基金VV |
| 1.5% | 1.4% | $339.9万 | 9,884股 | $280.1万 | 9,371股 | +513股+5.47% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.84% | 0.81% | $190.3万 | 2.2万股 | $162.2万 | 2.1万股 | +1,220股+5.80% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.77% | 0.79% | $175.1万 | 2.5万股 | $157.5万 | 2.5万股 | 00.00% | 持仓不变 |
英伟达NVDA |
| 0.65% | 0.65% | $148.7万 | 7,430股 | $129.0万 | 7,394股 | +36股+0.49% | 加仓 |
| G通用动力VTI |
| 0.61% | 0.6% | $139.1万 | 3,759股 | $119.5万 | 3,724股 | +35股+0.94% | 加仓 |
微软MSFT |
| 0.52% | 0.6% | $117.5万 | 3,149股 | $119.5万 | 3,228股 | -79股-2.45% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.51% | 0.48% | $115.0万 | 9,471股 | $94.9万 | 9,476股 | -5股-0.05% | 减仓 |
亚马逊AMZN |
| 0.44% | 0.47% | $99.8万 | 4,186股 | $94.2万 | 4,522股 | -336股-7.43% | 减仓 |
| S嘉信策略信托SCHF |
| 0.43% | 0.44% | $97.9万 | 3.5万股 | $87.5万 | 3.5万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.29% | 0.29% | $66.3万 | 4,226股 | $57.4万 | 4,147股 | +79股+1.90% | 加仓 |
| V先锋领航·TOTALBND |
| 0.29% | 0.34% | $65.6万 | 8,936股 | $68.6万 | 9,310股 | -374股-4.02% | 减仓 |
| V先锋领航指数基金VUG |
| 0.28% | 0.27% | $63.8万 | 7,404股 | $53.9万 | 1,234股 | +6,170股+500.00% | 加仓 |
谷歌AGOOGL |
| 0.28% | 0.33% | $62.7万 | 1,755股 | $64.9万 | 2,255股 | -500股-22.17% | 减仓 |
雪佛龙CVX |
| 0.27% | 0.4% | $61.0万 | 3,683股 | $79.0万 | 3,818股 | -135股-3.54% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.21% | $53.2万 | 1,506股 | $41.5万 | 1,447股 | +59股+4.08% | 加仓 |
| S道富SPYM |
| 0.23% | 0.23% | $52.5万 | 5,974股 | $45.7万 | 5,974股 | 00.00% | 持仓不变 |
GE航空GE |
| 0.22% | 0.19% | $50.0万 | 1,339股 | $38.1万 | 1,339股 | 00.00% | 持仓不变 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.21% | 0.26% | $48.1万 | 1,098股 | $52.1万 | 1,098股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.2% | 0.19% | $46.0万 | 1,532股 | $38.4万 | 1,550股 | -18股-1.16% | 减仓 |
| IIBMIBM |
| 0.19% | 0.14% | $42.6万 | 1,514股 | $28.5万 | 1,174股 | +340股+28.96% | 加仓 |
| V先锋领航指数基金VB |
| 0.19% | 0.17% | $42.2万 | 1,392股 | $34.3万 | 1,308股 | +84股+6.42% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.18% | 0.15% | $40.9万 | 1,620股 | $29.4万 | 1,620股 | 00.00% | 持仓不变 |
摩根大通JPM |
| 0.18% | 0.17% | $40.1万 | 1,225股 | $34.4万 | 1,169股 | +56股+4.79% | 加仓 |
GE VernovaGEV |
| 0.17% | 0.14% | $38.7万 | 329股 | $28.7万 | 329股 | 00.00% | 持仓不变 |
伯克希尔哈撒韦BRK.B |
| 0.16% | 0.17% | $36.3万 | 725股 | $33.3万 | 695股 | +30股+4.32% | 加仓 |
| S嘉信·USSCHA |
| 0.14% | 0.13% | $32.9万 | 9,113股 | $26.5万 | 9,113股 | 00.00% | 持仓不变 |
再生元REGN |
| 0.14% | — | $31.2万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.13% | 0.14% | $30.4万 | 8,388股 | $27.6万 | 8,388股 | 00.00% | 持仓不变 |
家得宝HD |
| 0.13% | 0.18% | $30.0万 | 850股 | $36.2万 | 1,100股 | -250股-22.73% | 减仓 |
| TTPG COM CL ATPG |
| 0.13% | 0.15% | $29.0万 | 7,160股 | $29.0万 | 7,160股 | 00.00% | 持仓不变 |
| IIMMUNEERINGIMRX |
| 0.12% | 0.15% | $27.5万 | 5.5万股 | $29.0万 | 5.5万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.12% | 0.12% | $26.3万 | 3,266股 | $23.5万 | 818股 | +2,448股+299.27% | 加仓 |
惠顿贵金属WPM |
| 0.11% | 0.14% | $23.9万 | 2,127股 | $27.9万 | 2,127股 | 00.00% | 持仓不变 |
| GGRAVITYGRVY |
| 0.1% | 0.11% | $23.5万 | 3,500股 | $21.7万 | 3,500股 | 00.00% | 持仓不变 |
沃尔玛WMT |
| 0.1% | 0.12% | $21.7万 | 1,914股 | $24.0万 | 1,926股 | -12股-0.62% | 减仓 |
AON SHS CL AAON |
| 0.09% | — | $20.3万 | 613股 | $0 | 0股 | +613股 | 新买入 |
| KKURA ONCOLOGYKURA |
| 0.09% | 0.07% | $19.7万 | 1.8万股 | $14.6万 | 1.8万股 | 00.00% | 持仓不变 |
| EENTRAVISION COMMUNICATIONS CEVC |
| 0.06% | — | $13.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| PPRECIGEN INC COMPGEN |
| 0.05% | 0.04% | $11.4万 | 2.0万股 | $7.7万 | 2.0万股 | 00.00% | 持仓不变 |
| OOUTLOOK THERAPEUTICS INC COMOTLK |
| 0.01% | <0.01% | $3.2万 | 2.0万股 | $4,116 | 2.0万股 | 00.00% | 持仓不变 |