| IiShares安硕信托IVV |
| 36.08% | 29.89% | $1.08亿 | 14.5万股 | $7,777.6万 | 11.9万股 | +2.6万股+21.46% | 加仓 |
| IiShares安硕信托IEFA |
| 12.97% | 13.29% | $3,892.4万 | 40.3万股 | $3,457.4万 | 38.2万股 | +2.1万股+5.53% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 10.17% | 7.56% | $3,053.2万 | 18.9万股 | $1,966.9万 | 17.5万股 | +1.4万股+7.73% | 加仓 |
| IiShares安硕信托SHV |
| 9.26% | 10.78% | $2,778.7万 | 25.2万股 | $2,805.4万 | 25.4万股 | -2,324股-0.91% | 减仓 |
| A美国世纪ETF信托AVUS |
| 4.33% | 4.37% | $1,301.3万 | 10.2万股 | $1,136.4万 | 10.2万股 | -611股-0.60% | 减仓 |
| IiShares安硕信托SGOV |
| 3.5% | 4.45% | $1,052.0万 | 10.4万股 | $1,157.7万 | 11.5万股 | -1.1万股-9.14% | 减仓 |
| S道富SPYM |
| 3.39% | 3.46% | $1,017.4万 | 11.6万股 | $899.2万 | 11.7万股 | -1,709股-1.45% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.64% | 2.93% | $792.7万 | 7.7万股 | $763.3万 | 7.6万股 | +483股+0.63% | 加仓 |
| AAvantis·U SAVUV |
| 2.58% | 1.53% | $773.7万 | 6.2万股 | $397.2万 | 3.6万股 | +2.6万股+72.46% | 加仓 |
| IiShares黄金信托IAU |
| 2.46% | 3.38% | $737.5万 | 9.8万股 | $880.7万 | 10.0万股 | -2,226股-2.23% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.12% | 2.39% | $636.1万 | 8.2万股 | $622.3万 | 7.9万股 | +2,280股+2.87% | 加仓 |
| S道富SPAB |
| 1.43% | 1.59% | $428.0万 | 16.8万股 | $413.3万 | 16.1万股 | +6,395股+3.96% | 加仓 |
| IiShares安硕信托GJS |
| 1.4% | 1.57% | $421.7万 | 18.5万股 | $409.1万 | 17.9万股 | +6,534股+3.66% | 加仓 |
| IiShares比特币ETFIBIT |
| 1.12% | 1.18% | $335.4万 | 10.1万股 | $306.5万 | 8.0万股 | +2.1万股+26.28% | 加仓 |
| V先锋领航·MIDVO |
| 0.93% | 1.04% | $277.9万 | 3.4万股 | $269.5万 | 9,385股 | +2.5万股+267.57% | 加仓 |
| G通用动力VTI |
| 0.83% | 6.04% | $248.7万 | 6,721股 | $1,572.8万 | 4.9万股 | -4.2万股-86.29% | 减仓 |
| S嘉信·USSCHX |
| 0.83% | 0.83% | $248.6万 | 8.4万股 | $217.1万 | 8.5万股 | -208股-0.25% | 减仓 |
| V先锋领航指数基金VUG |
| 0.51% | 0.5% | $154.1万 | 1.8万股 | $130.2万 | 2,981股 | +1.5万股+500.00% | 加仓 |
| V先锋领航指数基金VTV |
| 0.41% | 0.42% | $122.2万 | 5,606股 | $110.0万 | 5,606股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.32% | 0.12% | $95.0万 | 3,283股 | $30.8万 | 1,213股 | +2,070股+170.65% | 加仓 |
| Q高通QCOM |
| 0.28% | 0.22% | $83.5万 | 4,518股 | $58.2万 | 4,518股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.26% | $76.2万 | 1,020股 | $66.7万 | 1,025股 | -5股-0.49% | 减仓 |
 宝洁PG |
| 0.23% | 0.27% | $70.4万 | 4,798股 | $70.0万 | 4,844股 | -46股-0.95% | 减仓 |
 微软MSFT |
| 0.22% | 0.21% | $66.2万 | 1,774股 | $53.8万 | 1,453股 | +321股+22.09% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.2% | 0.23% | $60.8万 | 7,359股 | $59.0万 | 7,409股 | -50股-0.67% | 减仓 |
 埃克森美孚XOM |
| 0.16% | 0.23% | $47.6万 | 3,482股 | $59.1万 | 3,482股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.14% | 0.11% | $43.3万 | 7,864股 | $28.3万 | 5,849股 | +2,015股+34.45% | 加仓 |
| I景顺QQQ信托VOO |
| 0.13% | 0.09% | $38.5万 | 523股 | $23.7万 | 411股 | +112股+27.25% | 加仓 |
 谷歌AGOOGL |
| 0.12% | — | $37.1万 | 1,038股 | $0 | 0股 | +1,038股 | 新买入 |
 SEMPRA COMSRE |
| 0.12% | 0.15% | $36.9万 | 3,978股 | $38.7万 | 3,978股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 0.12% | 0.12% | $35.6万 | 1,078股 | $31.4万 | 1,078股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.11% | 0.1% | $32.9万 | 1,645股 | $25.2万 | 1,445股 | +200股+13.84% | 加仓 |
| V先锋领航指数基金VOO |
| 0.1% | 0.1% | $29.6万 | 431股 | $25.5万 | 427股 | +4股+0.94% | 加仓 |
| OOKLOOKLO |
| 0.09% | 0.1% | $26.2万 | 5,000股 | $24.8万 | 5,000股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.09% | — | $26.1万 | 2,184股 | $0 | 0股 | +2,184股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.08% | 0.08% | $25.2万 | 3,079股 | $21.8万 | 3,079股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.08% | 0.1% | $23.5万 | 1,739股 | $27.0万 | 1,739股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.08% | 0.08% | $22.7万 | 7,173股 | $21.4万 | 6,964股 | +209股+3.00% | 加仓 |
 摩根大通JPM |
| 0.07% | — | $20.7万 | 633股 | $0 | 0股 | +633股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.07% | — | $20.4万 | 841股 | $0 | 0股 | +841股 | 新买入 |
