| IiShares安硕·ESGEFA |
| 12.64% | 12.81% | $4,462.0万 | 43.4万股 | $4,046.7万 | 42.3万股 | +1.1万股+2.55% | 加仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 10.93% | 10.35% | $3,857.4万 | 52.9万股 | $3,271.1万 | 51.9万股 | +1.0万股+1.99% | 加仓 |
 英伟达NVDA |
| 7.75% | 7.62% | $2,733.5万 | 13.7万股 | $2,406.6万 | 13.8万股 | -1,373股-1.00% | 减仓 |
| V先锋领航全球基金ESGV |
| 7.23% | 6.58% | $2,551.1万 | 19.3万股 | $2,079.8万 | 18.5万股 | +7,655股+4.13% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 6.58% | 6.93% | $2,323.4万 | 49.0万股 | $2,190.8万 | 46.1万股 | +2.9万股+6.36% | 加仓 |
 苹果AAPL |
| 5.31% | 5.24% | $1,874.2万 | 6.5万股 | $1,655.0万 | 6.5万股 | -440股-0.67% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.99% | 4.23% | $1,409.6万 | 18.3万股 | $1,336.7万 | 17.3万股 | +9,768股+5.65% | 加仓 |
| IiShares安硕信托GARP |
| 3.36% | 3.06% | $1,185.8万 | 14.4万股 | $966.8万 | 15.1万股 | -7,486股-4.95% | 减仓 |
 微软MSFT |
| 3.24% | 3.6% | $1,141.9万 | 3.1万股 | $1,137.3万 | 3.1万股 | -114股-0.37% | 减仓 |
| S道富SPYV |
| 2.8% | 2.98% | $988.8万 | 16.3万股 | $940.7万 | 16.6万股 | -3,615股-2.17% | 减仓 |
| FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV |
| 2.29% | 2.37% | $808.4万 | 20.1万股 | $747.8万 | 18.7万股 | +1.4万股+7.56% | 加仓 |
| I景顺QQQ信托VOO |
| 1.89% | 1.63% | $668.2万 | 9,074股 | $513.6万 | 8,899股 | +175股+1.97% | 加仓 |
| IiShares安硕信托IVV |
| 1.89% | 1.85% | $667.6万 | 8,914股 | $583.3万 | 8,930股 | -16股-0.18% | 减仓 |
| FFLEXSHARES TRESG |
| 1.62% | 1.59% | $573.1万 | 3.3万股 | $503.5万 | 3.3万股 | -580股-1.75% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.52% | 1.45% | $534.7万 | 3.5万股 | $458.2万 | 3.5万股 | -36股-0.10% | 减仓 |
| IiShares安硕信托GJS |
| 1.22% | 1.32% | $431.0万 | 18.9万股 | $418.6万 | 18.3万股 | +6,463股+3.54% | 加仓 |
| IiShares安硕信托IXUS |
| 1.11% | 1.12% | $391.2万 | 4.1万股 | $353.2万 | 4.1万股 | +222股+0.54% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.04% | 0.97% | $365.8万 | 4,898股 | $305.1万 | 4,680股 | +218股+4.66% | 加仓 |
| V先锋领航指数基金VOO |
| 1.02% | 0.99% | $361.1万 | 5,257股 | $313.9万 | 5,254股 | +3股+0.06% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.85% | 0.87% | $301.6万 | 9,586股 | $275.1万 | 9,586股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.85% | 0.83% | $299.9万 | 3.6万股 | $263.1万 | 3.7万股 | -264股-0.72% | 减仓 |
 好市多COST |
| 0.79% | 0.94% | $278.9万 | 2,981股 | $297.6万 | 2,987股 | -6股-0.20% | 减仓 |
| SSPDR黄金信托GLD |
| 0.72% | 0.94% | $254.9万 | 6,919股 | $297.1万 | 6,906股 | +13股+0.19% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.68% | 0.76% | $241.5万 | 2.8万股 | $239.8万 | 3.1万股 | -2,858股-9.19% | 减仓 |
| V先锋领航指数基金VUG |
| 0.64% | 0.62% | $225.5万 | 2.6万股 | $196.0万 | 4,489股 | +2.2万股+483.07% | 加仓 |
| NNUSHARES ETF TRNUBD |
| 0.56% | 0.65% | $198.0万 | 8.9万股 | $205.1万 | 9.2万股 | -2,915股-3.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.57% | $189.7万 | 3,791股 | $181.6万 | 3,791股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.54% | 0.56% | $189.2万 | 1.9万股 | $175.8万 | 1.8万股 | +1,401股+7.91% | 加仓 |
| IiShares安硕·COREIJR |
| 0.52% | 0.51% | $183.1万 | 1.2万股 | $161.7万 | 1.3万股 | -668股-5.13% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.5% | 0.49% | $175.8万 | 2,500股 | $154.5万 | 2,500股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.48% | 0.38% | $168.2万 | 6,667股 | $120.9万 | 6,667股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.46% | 0.52% | $163.6万 | 1.5万股 | $163.6万 | 1.5万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.45% | 0.45% | $157.8万 | 5,800股 | $140.7万 | 5,800股 | 00.00% | 持仓不变 |
| F第一信托·USTFVD |
| 0.42% | 0.48% | $147.0万 | 3.1万股 | $151.8万 | 3.2万股 | -1,779股-5.51% | 减仓 |
 VisaV |
| 0.41% | 0.41% | $146.1万 | 4,259股 | $129.8万 | 4,297股 | -38股-0.88% | 减仓 |
 NETFLIXNFLX |
| 0.39% | 0.58% | $136.3万 | 1.9万股 | $183.7万 | 1.9万股 | -18股-0.09% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 0.39% | 0.37% | $136.1万 | 1.0万股 | $117.8万 | 1.0万股 | +43股+0.43% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.38% | 0.45% | $133.9万 | 6,282股 | $142.6万 | 6,514股 | -232股-3.56% | 减仓 |
 应用材料AMAT |
| 0.37% | 0.19% | $130.1万 | 1,800股 | $61.5万 | 1,800股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.35% | 0.35% | $125.2万 | 1.8万股 | $109.9万 | 1.7万股 | +403股+2.35% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.34% | 0.38% | $120.5万 | 2.6万股 | $119.2万 | 2.6万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.33% | 0.4% | $115.1万 | 5,222股 | $126.0万 | 5,336股 | -114股-2.14% | 减仓 |
 家得宝HD |
| 0.32% | 0.36% | $113.2万 | 3,211股 | $112.2万 | 3,413股 | -202股-5.92% | 减仓 |
| IiShares安硕信托HYBB |
| 0.32% | 0.35% | $112.2万 | 2.4万股 | $111.1万 | 2.4万股 | +4股+0.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.26% | $100.9万 | 2,855股 | $81.8万 | 2,855股 | 00.00% | 持仓不变 |
 柯蒂斯怀特CW |
| 0.28% | 0.28% | $99.7万 | 1,316股 | $89.6万 | 1,316股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.28% | 0.26% | $97.4万 | 4,087股 | $83.3万 | 4,003股 | +84股+2.10% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.27% | 0.3% | $93.9万 | 1.1万股 | $94.0万 | 1.1万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.26% | 0.18% | $90.6万 | 800股 | $58.2万 | 800股 | 00.00% | 持仓不变 |
 FICOFICO |
| 0.25% | 0.25% | $89.6万 | 750股 | $80.0万 | 750股 | 00.00% | 持仓不变 |
