| VVANGUARD 500 INDEX ADMIRVFIAX |
| 21.24% | 20.87% | $2,080.0万 | 5.1万股 | $1,899.6万 | 5.0万股 | +176股+0.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 12.6% | 12.52% | $1,233.5万 | 2.8万股 | $1,139.2万 | 2.8万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 10.41% | 10.72% | $1,019.7万 | 2.1万股 | $976.0万 | 2.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 8.38% | 7.66% | $820.3万 | 4.2万股 | $697.3万 | 4.2万股 | 00.00% | 持仓不变 |
 AFLAC COMAFL |
| 4.72% | 4.69% | $462.1万 | 6.6万股 | $427.2万 | 6.6万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 4.53% | 4.36% | $443.3万 | 3.5万股 | $397.2万 | 3.5万股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 3.5% | 3.65% | $343.0万 | 9,976股 | $331.8万 | 9,976股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 3.49% | 3.48% | $341.5万 | 1.1万股 | $316.3万 | 1.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 3.17% | 3.07% | $310.7万 | 6股 | $279.4万 | 6股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.12% | 1.95% | $207.3万 | 1.7万股 | $177.8万 | 1.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.1% | 1.96% | $205.2万 | 1.7万股 | $178.3万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 2% | 2.05% | $195.9万 | 1.0万股 | $186.6万 | 1.0万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.93% | 1.62% | $189.1万 | 1.6万股 | $147.5万 | 1.6万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 1.85% | 1.94% | $181.0万 | 2.3万股 | $176.5万 | 2.3万股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 1.76% | 1.97% | $172.4万 | 2.3万股 | $179.5万 | 2.3万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.72% | 1.75% | $168.1万 | 9,650股 | $159.2万 | 9,650股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1.5% | 1.81% | $146.7万 | 1.6万股 | $164.5万 | 1.6万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.45% | 1.44% | $141.7万 | 1.2万股 | $130.6万 | 1.2万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 1.24% | 1.24% | $121.7万 | 2.1万股 | $112.5万 | 2.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.1% | 1.11% | $107.9万 | 6,521股 | $101.1万 | 6,521股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.89% | 0.88% | $86.8万 | 3,940股 | $80.4万 | 3,940股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.78% | 0.99% | $76.3万 | 5,663股 | $90.3万 | 5,663股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.73% | 0.75% | $71.3万 | 9,769股 | $68.3万 | 9,769股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.6% | 0.52% | $58.8万 | 275股 | $47.0万 | 275股 | 00.00% | 持仓不变 |
| VVANGUARD EXTENDED MARKET INDEX ADMIRALVEXAX |
| 0.6% | 0.54% | $58.6万 | 5,189股 | $49.3万 | 5,171股 | +18股+0.35% | 加仓 |
 百时美施贵宝BMY |
| 0.53% | 0.62% | $51.8万 | 8,101股 | $56.1万 | 8,101股 | 00.00% | 持仓不变 |
| VVMWARE INC MERGER ELECTION EXP: 10/09/23VMW |
| 0.52% | 0.49% | $51.2万 | 3,563股 | $44.5万 | 3,563股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.51% | 0.53% | $49.8万 | 5,000股 | $48.4万 | 5,000股 | 00.00% | 持仓不变 |
 Truist金融TFC |
| 0.48% | 0.58% | $47.1万 | 1.6万股 | $52.9万 | 1.6万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | 0.36% | $43.9万 | 8,108股 | $32.6万 | 8,108股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.45% | 0.69% | $43.6万 | 7,240股 | $62.4万 | 1.0万股 | -2,820股-28.03% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.44% | 0.68% | $43.4万 | 5,983股 | $61.4万 | 8,591股 | -2,608股-30.36% | 减仓 |
 雅培ABT |
| 0.44% | 0.63% | $43.0万 | 3,947股 | $57.3万 | 5,663股 | -1,716股-30.30% | 减仓 |
 微软MSFT |
| 0.37% | 0.34% | $36.4万 | 1,070股 | $30.8万 | 1,070股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.34% | 0.4% | $33.6万 | 1.0万股 | $36.7万 | 1.0万股 | 00.00% | 持仓不变 |
| BBERKSHIRE HATHAWAY INC DEL CL B NEW |
| 0.3% | 0.29% | $29.5万 | 865股 | $26.7万 | 865股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.3% | 0.37% | $29.3万 | 4,390股 | $33.3万 | 4,390股 | 00.00% | 持仓不变 |
 WESTERN UNWU |
| 0.27% | 0.27% | $26.3万 | 2.2万股 | $25.0万 | 2.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.2% | — | $19.2万 | 1,318股 | $0 | 0股 | +1,318股 | 新买入 |
