| G通用动力VTI |
| 15.58% | 17.29% | $5,289.4万 | 19.2万股 | $5,245.0万 | 18.1万股 | +1.1万股+6.34% | 加仓 |
| V先锋领航·FTSEVEA |
| 11.37% | 11.29% | $3,858.6万 | 75.9万股 | $3,424.9万 | 71.6万股 | +4.3万股+5.99% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 9.88% | — | $3,353.5万 | 42股 | $0 | 0股 | +42股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 5.83% | 5.57% | $1,978.9万 | 3.7万股 | $1,689.0万 | 3.7万股 | -104股-0.28% | 减仓 |
 苹果AAPL |
| 5.11% | 6.48% | $1,735.8万 | 7.8万股 | $1,965.2万 | 7.8万股 | -335股-0.43% | 减仓 |
| V先锋领航指数基金VB |
| 4.54% | 5.28% | $1,542.5万 | 7.0万股 | $1,600.1万 | 6.7万股 | +2,966股+4.45% | 加仓 |
| WWisdomTree信托DGRW |
| 3.17% | 3.39% | $1,075.5万 | 13.5万股 | $1,026.8万 | 12.7万股 | +7,802股+6.15% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.79% | 2.92% | $946.2万 | 11.6万股 | $886.6万 | 11.7万股 | -1,484股-1.27% | 减仓 |
| IiShares安硕信托DGRO |
| 2.69% | 2.92% | $913.0万 | 14.8万股 | $885.5万 | 14.4万股 | +3,415股+2.37% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.63% | 2.73% | $892.5万 | 14.7万股 | $828.2万 | 14.4万股 | +2,859股+1.98% | 加仓 |
| I景顺QQQ信托VOO |
| 2.08% | 2.47% | $704.5万 | 1.5万股 | $748.1万 | 1.5万股 | +392股+2.68% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.02% | 2.23% | $685.1万 | 12.4万股 | $677.6万 | 12.2万股 | +2,157股+1.77% | 加仓 |
| V先锋领航指数基金VOO |
| 1.82% | 2.22% | $618.6万 | 1.2万股 | $672.5万 | 1.2万股 | -444股-3.56% | 减仓 |
 微软MSFT |
| 1.64% | 2.05% | $557.3万 | 1.5万股 | $621.5万 | 1.5万股 | +102股+0.69% | 加仓 |
| IiShares安硕信托USMV |
| 1.34% | 1.44% | $455.9万 | 4.9万股 | $437.4万 | 4.9万股 | -590股-1.20% | 减仓 |
| V先锋领航全球基金ESGV |
| 1.28% | 1.55% | $435.7万 | 4.4万股 | $471.3万 | 4.5万股 | -457股-1.02% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.19% | 1.05% | $404.4万 | 7.1万股 | $317.5万 | 5.5万股 | +1.6万股+28.23% | 加仓 |
| IiShares安硕IEMG |
| 1.16% | 1.21% | $392.2万 | 7.3万股 | $368.0万 | 7.0万股 | +2,188股+3.10% | 加仓 |
 好市多COST |
| 1.12% | 1.2% | $381.8万 | 4,036股 | $365.2万 | 3,986股 | +50股+1.25% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.93% | 1.05% | $316.0万 | 2.7万股 | $319.6万 | 2.7万股 | +45股+0.17% | 加仓 |
 特斯拉TSLA |
| 0.9% | 1.63% | $305.0万 | 1.2万股 | $494.3万 | 1.2万股 | -472股-3.86% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.79% | 0.73% | $269.8万 | 5.2万股 | $221.0万 | 3.9万股 | +1.3万股+32.92% | 加仓 |
 谷歌AGOOGL |
| 0.77% | 1.06% | $262.2万 | 1.7万股 | $320.9万 | 1.7万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.73% | 0.94% | $249.1万 | 1.3万股 | $283.7万 | 1.3万股 | +163股+1.26% | 加仓 |
 摩根大通JPM |
| 0.67% | 0.75% | $228.6万 | 9,319股 | $228.8万 | 9,544股 | -225股-2.36% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.66% | 0.73% | $224.0万 | 2.5万股 | $222.2万 | 2.5万股 | -208股-0.83% | 减仓 |
| IiShares安硕信托EFAV |
| 0.62% | 0.63% | $210.9万 | 2.7万股 | $191.4万 | 2.7万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.61% | 0.84% | $206.4万 | 1.9万股 | $256.1万 | 1.9万股 | -23股-0.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.73% | $184.6万 | 1.2万股 | $221.6万 | 1.2万股 | +177股+1.52% | 加仓 |
 VisaV |
| 0.5% | 0.51% | $170.8万 | 4,872股 | $156.1万 | 4,938股 | -66股-1.34% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.47% | 0.54% | $161.0万 | 8,301股 | $163.1万 | 8,330股 | -29股-0.35% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.58% | $158.2万 | 1.3万股 | $175.2万 | 1.6万股 | -2,987股-18.34% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.46% | 0.53% | $156.0万 | 2.6万股 | $161.2万 | 2.8万股 | -1,978股-6.96% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.5% | $138.0万 | 2,467股 | $151.1万 | 2,578股 | -111股-4.31% | 减仓 |
| BBANK OF AMERBAC |
| 0.39% | 0.49% | $131.8万 | 3.2万股 | $148.4万 | 3.4万股 | -2,188股-6.48% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.38% | 0.41% | $129.0万 | 1.7万股 | $123.5万 | 1.8万股 | -373股-2.11% | 减仓 |
 标普全球SPGI |
| 0.32% | 0.36% | $110.3万 | 2,171股 | $107.9万 | 2,167股 | +4股+0.18% | 加仓 |
 Meta平台META |
| 0.3% | 0.34% | $101.0万 | 1,753股 | $102.6万 | 1,753股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.28% | 0.36% | $96.3万 | 9,757股 | $109.7万 | 9,849股 | -92股-0.93% | 减仓 |
 百事可乐PEP |
| 0.28% | 0.34% | $94.1万 | 6,274股 | $104.4万 | 6,865股 | -591股-8.61% | 减仓 |
 礼来LLY |
| 0.27% | 0.31% | $92.7万 | 1,122股 | $95.0万 | 1,231股 | -109股-8.85% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.26% | 0.31% | $88.8万 | 2.7万股 | $93.0万 | 2.7万股 | +31股+0.12% | 加仓 |
| V先锋领航指数基金VTV |
| 0.26% | 0.27% | $88.4万 | 5,119股 | $82.9万 | 4,894股 | +225股+4.60% | 加仓 |
| V先锋领航·MIDVO |
| 0.26% | 0.3% | $87.1万 | 3,370股 | $90.2万 | 3,415股 | -45股-1.32% | 减仓 |
 雪佛龙CVX |
| 0.24% | 0.23% | $81.6万 | 4,879股 | $70.4万 | 4,859股 | +20股+0.41% | 加仓 |
 家得宝HD |
| 0.24% | 0.29% | $81.1万 | 2,212股 | $87.9万 | 2,259股 | -47股-2.08% | 减仓 |
| V先锋领航·TOTALBND |
| 0.22% | 0.23% | $74.4万 | 1.0万股 | $70.6万 | 9,819股 | +309股+3.15% | 加仓 |
 默沙东MRK |
| 0.21% | 0.26% | $69.9万 | 7,785股 | $79.8万 | 8,023股 | -238股-2.97% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.2% | 0.16% | $67.4万 | 3.5万股 | $48.0万 | 2.5万股 | +9,919股+40.16% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.2% | 0.25% | $67.1万 | 1,858股 | $75.4万 | 1,877股 | -19股-1.01% | 减仓 |
