| IiShares安硕信托IVV |
| 26.99% | 26.81% | $2.44亿 | 32.5万股 | $2.18亿 | 33.3万股 | -7,902股-2.37% | 减仓 |
| IiShares安硕信托IDEV |
| 13.59% | 14.13% | $1.23亿 | 137.8万股 | $1.15亿 | 137.2万股 | +5,916股+0.43% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 9.34% | 10.08% | $8,427.8万 | 102.6万股 | $8,180.1万 | 99.1万股 | +3.6万股+3.60% | 加仓 |
| IiShares安硕IEMG |
| 6.75% | 6.5% | $6,087.5万 | 73.5万股 | $5,272.8万 | 75.6万股 | -2.1万股-2.79% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 6.12% | 5.63% | $5,523.4万 | 76.4万股 | $4,572.1万 | 74.6万股 | +1.9万股+2.49% | 加仓 |
| DDimensional维度·USDFUV |
| 5.52% | 5.43% | $4,982.5万 | 90.6万股 | $4,405.8万 | 90.9万股 | -3,404股-0.37% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.19% | 3.15% | $2,876.3万 | 41.1万股 | $2,554.1万 | 40.9万股 | +2,513股+0.61% | 加仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 2.78% | 2.32% | $2,506.8万 | 8.7万股 | $1,886.7万 | 8.2万股 | +4,765股+5.78% | 加仓 |
| V先锋领航指数基金VV |
| 2.03% | 1.89% | $1,833.3万 | 5.3万股 | $1,533.0万 | 5.1万股 | +2,009股+3.92% | 加仓 |
 强生JNJ |
| 1.38% | 1.48% | $1,242.9万 | 4.9万股 | $1,203.0万 | 4.9万股 | -278股-0.56% | 减仓 |
| NNUSHARES ETF TRNUEM |
| 1.38% | 1.32% | $1,241.2万 | 29.2万股 | $1,075.0万 | 29.3万股 | -132股-0.05% | 减仓 |
 苹果AAPL |
| 1.34% | 1.35% | $1,212.3万 | 4.2万股 | $1,095.3万 | 4.3万股 | -1,261股-2.92% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.74% | 1.05% | $667.0万 | 8.6万股 | $854.3万 | 10.9万股 | -2.3万股-21.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.69% | $587.9万 | 1.2万股 | $563.0万 | 1.2万股 | +1股+0.01% | 加仓 |
 微软MSFT |
| 0.65% | 0.73% | $585.8万 | 1.6万股 | $594.9万 | 1.6万股 | -368股-2.29% | 减仓 |
 埃克森美孚XOM |
| 0.63% | 0.85% | $568.9万 | 4.2万股 | $691.0万 | 4.1万股 | +879股+2.16% | 加仓 |
 默沙东MRK |
| 0.55% | 0.57% | $497.7万 | 3.9万股 | $464.2万 | 3.9万股 | +137股+0.35% | 加仓 |
 英伟达NVDA |
| 0.53% | 0.51% | $479.4万 | 2.4万股 | $415.3万 | 2.4万股 | +146股+0.61% | 加仓 |
| CCALVERT US MID-CAP CORE RESPONSIBLE INDEX ETFCVMC |
| 0.52% | — | $465.5万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 iShares安硕信托FITB |
| 0.51% | 0.46% | $457.5万 | 8.2万股 | $370.7万 | 7.9万股 | +2,972股+3.77% | 加仓 |
| IiShares安硕信托ITOT |
| 0.49% | 0.45% | $438.2万 | 2.7万股 | $365.5万 | 2.6万股 | +1,014股+3.95% | 加仓 |
 谷歌AGOOGL |
| 0.37% | 0.33% | $329.4万 | 9,217股 | $269.4万 | 9,367股 | -150股-1.60% | 减仓 |
| V先锋领航·TOTALBND |
| 0.35% | 0.51% | $318.1万 | 4.3万股 | $416.7万 | 5.7万股 | -1.3万股-23.42% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.35% | 0.34% | $318.0万 | 7,765股 | $276.9万 | 7,765股 | 00.00% | 持仓不变 |
| TTidal·TRUST IJSTC |
| 0.34% | 0.32% | $303.2万 | 13.3万股 | $256.2万 | 13.1万股 | +1,102股+0.84% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.33% | 0.44% | $299.5万 | 4股 | $359.1万 | 5股 | -1股-20.00% | 减仓 |
| IIBMIBM |
| 0.32% | 0.37% | $285.7万 | 1.0万股 | $302.3万 | 1.2万股 | -2,311股-18.53% | 减仓 |
 GE航空GE |
| 0.3% | 0.26% | $273.3万 | 7,313股 | $208.5万 | 7,347股 | -34股-0.46% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.29% | 0.27% | $260.4万 | 1.2万股 | $221.6万 | 1.2万股 | +313股+2.71% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.28% | 0.27% | $250.7万 | 3,357股 | $218.2万 | 3,355股 | +2股+0.06% | 加仓 |
 Old National Bancorp CORP COMMONONB |
| 0.27% | 0.28% | $247.1万 | 9.5万股 | $224.1万 | 10.1万股 | -6,000股-5.92% | 减仓 |
| G通用动力VTI |
| 0.27% | 0.26% | $245.2万 | 6,627股 | $211.1万 | 6,580股 | +47股+0.71% | 加仓 |
| V先锋领航指数基金VXF |
| 0.26% | 0.25% | $238.0万 | 9,667股 | $203.2万 | 9,872股 | -205股-2.08% | 减仓 |
 摩根大通JPM |
| 0.26% | 0.25% | $235.6万 | 7,198股 | $199.2万 | 6,772股 | +426股+6.29% | 加仓 |
 亚马逊AMZN |
| 0.25% | 0.25% | $228.5万 | 9,588股 | $200.5万 | 9,625股 | -37股-0.38% | 减仓 |
| V先锋领航指数基金VOO |
| 0.23% | 0.23% | $211.8万 | 3,083股 | $187.8万 | 3,144股 | -61股-1.94% | 减仓 |
 GE VernovaGEV |
| 0.22% | 0.18% | $200.9万 | 1,710股 | $147.3万 | 1,688股 | +22股+1.30% | 加仓 |
| IiShares安硕·COREIJR |
| 0.22% | 0.21% | $200.4万 | 1.4万股 | $169.9万 | 1.4万股 | -156股-1.14% | 减仓 |
 L3哈里斯LHX |
| 0.2% | 0.26% | $177.6万 | 6,112股 | $210.8万 | 6,109股 | +3股+0.05% | 加仓 |
| IiShares安硕信托IEFA |
| 0.19% | 0.2% | $174.7万 | 1.8万股 | $165.5万 | 1.8万股 | -189股-1.03% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.19% | 0.18% | $173.4万 | 1.7万股 | $149.0万 | 1.5万股 | +1,350股+8.80% | 加仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 0.18% | 0.18% | $166.5万 | 1.4万股 | $148.1万 | 1.5万股 | -1,605股-10.60% | 减仓 |
| HHEARTFLOWHTFL |
| 0.18% | 0.17% | $163.1万 | 5.6万股 | $135.3万 | 5.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.15% | $161.3万 | 4,564股 | $122.3万 | 4,263股 | +301股+7.06% | 加仓 |
 埃森哲ACN |
| 0.16% | 0.3% | $148.3万 | 1.2万股 | $241.3万 | 1.2万股 | -252股-2.07% | 减仓 |
 ExpediaEXPE |
| 0.16% | 0.16% | $141.4万 | 5,526股 | $127.5万 | 5,522股 | +4股+0.07% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.15% | 0.13% | $139.0万 | 1.1万股 | $106.9万 | 2,508股 | +8,685股+346.29% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.15% | 0.14% | $131.5万 | 8,523股 | $114.8万 | 8,690股 | -167股-1.92% | 减仓 |
 万事达MA |
| 0.15% | 0.16% | $131.1万 | 2,553股 | $127.1万 | 2,543股 | +10股+0.39% | 加仓 |
| V先锋领航指数基金VTV |
| 0.14% | 0.14% | $130.4万 | 5,984股 | $117.3万 | 5,977股 | +7股+0.12% | 加仓 |
