| IiShares安硕信托IVV |
| 8.42% | 9.01% | $3,366.6万 | 4.5万股 | $3,010.3万 | 4.6万股 | -1,130股-2.45% | 减仓 |
| V先锋领航指数基金VOO |
| 8.15% | 8.48% | $3,257.3万 | 4.7万股 | $2,833.9万 | 4.7万股 | +2股+0.00% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 5.87% | 6.03% | $2,346.8万 | 28.0万股 | $2,015.0万 | 26.8万股 | +1.2万股+4.44% | 加仓 |
| IiShares安硕·COREIJH |
| 5.48% | 2.43% | $2,192.3万 | 28.4万股 | $812.3万 | 12.0万股 | +16.4万股+136.36% | 加仓 |
| V先锋领航·MIDVO |
| 5.48% | 5.28% | $2,192.2万 | 27.2万股 | $1,765.0万 | 6.1万股 | +21.1万股+342.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.51% | 6.09% | $1,801.5万 | 3.6万股 | $2,033.2万 | 4.2万股 | -6,426股-15.15% | 减仓 |
 苹果AAPL |
| 4.5% | 4.52% | $1,797.0万 | 6.2万股 | $1,509.3万 | 5.9万股 | +2,634股+4.43% | 加仓 |
| G通用动力VTI |
| 4.1% | 4.17% | $1,640.1万 | 4.4万股 | $1,394.7万 | 4.3万股 | +846股+1.95% | 加仓 |
| IiShares安硕信托AGG |
| 3.02% | 4.01% | $1,205.8万 | 12.2万股 | $1,339.4万 | 13.5万股 | -1.3万股-9.71% | 减仓 |
| V先锋领航指数基金VB |
| 2.51% | 2.61% | $1,002.2万 | 3.3万股 | $873.4万 | 3.3万股 | -283股-0.85% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.45% | 3.39% | $981.0万 | 18.7万股 | $1,132.3万 | 21.5万股 | -2.8万股-13.11% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.41% | 2.51% | $962.6万 | 13.5万股 | $837.4万 | 13.1万股 | +4,425股+3.39% | 加仓 |
| IiShares安硕信托IEFA |
| 2.12% | 2.19% | $847.0万 | 8.8万股 | $732.7万 | 8.1万股 | +6,766股+8.36% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.1% | 2.18% | $840.5万 | 3.6万股 | $726.9万 | 3.4万股 | +1,720股+5.09% | 加仓 |
 摩根士丹利MS |
| 1.83% | 1.71% | $731.4万 | 3.5万股 | $572.7万 | 3.5万股 | +189股+0.54% | 加仓 |
 微软MSFT |
| 1.52% | 1.8% | $605.9万 | 1.6万股 | $602.0万 | 1.6万股 | -19股-0.12% | 减仓 |
| I景顺QQQ信托VOO |
| 1.47% | 1.38% | $588.0万 | 7,985股 | $461.6万 | 7,998股 | -13股-0.16% | 减仓 |
 谷歌AGOOGL |
| 1.34% | 1.26% | $537.2万 | 1.5万股 | $420.5万 | 1.5万股 | +409股+2.80% | 加仓 |
 英伟达NVDA |
| 1.34% | 1.28% | $534.1万 | 2.7万股 | $428.7万 | 2.5万股 | +2,115股+8.60% | 加仓 |
| V先锋领航指数基金VUG |
| 1.34% | 1.34% | $533.8万 | 6.2万股 | $446.4万 | 1.0万股 | +5.2万股+506.35% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 1.27% | 0.79% | $505.8万 | 2.7万股 | $262.7万 | 2.7万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.26% | 1.06% | $502.3万 | 6,726股 | $353.2万 | 5,431股 | +1,295股+23.84% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.15% | 1.1% | $458.9万 | 1.3万股 | $368.9万 | 1.3万股 | +131股+1.02% | 加仓 |
 亚马逊AMZN |
| 1.1% | 1.09% | $438.0万 | 1.8万股 | $365.8万 | 1.8万股 | +814股+4.63% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTDVG |
| 1.07% | 0.26% | $427.5万 | 8.7万股 | $86.6万 | 1.9万股 | +6.8万股+349.16% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.02% | 0.88% | $408.3万 | 1.3万股 | $292.8万 | 1.2万股 | +1,157股+9.39% | 加仓 |
 摩根大通JPM |
| 0.83% | 0.86% | $332.0万 | 1.0万股 | $287.3万 | 9,768股 | +374股+3.83% | 加仓 |
 礼来LLY |
| 0.69% | 0.6% | $274.0万 | 2,284股 | $198.8万 | 2,161股 | +123股+5.69% | 加仓 |
 AMD超威AMD |
| 0.67% | 0.29% | $268.8万 | 4,628股 | $98.3万 | 4,835股 | -207股-4.28% | 减仓 |
 Meta平台META |
| 0.62% | 0.84% | $248.6万 | 4,412股 | $279.9万 | 4,893股 | -481股-9.83% | 减仓 |
 应用材料AMAT |
| 0.53% | 0.3% | $210.2万 | 2,907股 | $101.4万 | 2,967股 | -60股-2.02% | 减仓 |
| V先锋领航指数基金VTV |
| 0.49% | 0.53% | $197.6万 | 9,069股 | $177.9万 | 9,069股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.49% | 0.47% | $196.4万 | 7,731股 | $158.7万 | 6,491股 | +1,240股+19.10% | 加仓 |
 英特尔INTC |
| 0.49% | 0.18% | $194.1万 | 1.4万股 | $59.5万 | 1.3万股 | +416股+3.08% | 加仓 |
| V先锋领航全球基金VGT |
| 0.42% | 0.22% | $166.6万 | 1.4万股 | $73.1万 | 1,048股 | +1.3万股+1,230.06% | 加仓 |
 埃克森美孚XOM |
| 0.4% | 0.58% | $161.6万 | 1.2万股 | $194.1万 | 1.1万股 | +378股+3.30% | 加仓 |
 博通AVGO |
| 0.38% | 0.34% | $153.1万 | 4,053股 | $113.7万 | 3,673股 | +380股+10.35% | 加仓 |
 黑石集团BX |
| 0.38% | 0.43% | $152.4万 | 1.3万股 | $144.8万 | 1.3万股 | +360股+2.86% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.38% | 0.38% | $152.4万 | 1.5万股 | $128.3万 | 1.3万股 | +1,455股+11.01% | 加仓 |
 卡特彼勒CAT |
| 0.36% | 0.27% | $143.7万 | 1,349股 | $91.8万 | 1,296股 | +53股+4.09% | 加仓 |
| IiShares安硕信托IXUS |
| 0.35% | 0.37% | $140.6万 | 1.5万股 | $125.1万 | 1.4万股 | +300股+2.08% | 加仓 |
 可口可乐KO |
| 0.34% | 0.42% | $136.5万 | 1.7万股 | $140.2万 | 1.8万股 | -1,639股-8.89% | 减仓 |
| IiShares安硕·COREIJR |
| 0.34% | 0.34% | $135.2万 | 9,115股 | $114.4万 | 9,204股 | -89股-0.97% | 减仓 |
 EASTERN BANKSHARESEBC |
| 0.33% | 0.35% | $133.9万 | 6.0万股 | $117.7万 | 6.0万股 | +3股+0.00% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.32% | 0.36% | $128.7万 | 1.5万股 | $119.8万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.32% | 0.45% | $126.1万 | 4.2万股 | $149.6万 | 4.2万股 | -400股-0.95% | 减仓 |
| IIBMIBM |
| 0.29% | 0.24% | $116.5万 | 4,144股 | $80.0万 | 3,302股 | +842股+25.50% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.29% | 0.39% | $115.9万 | 2.3万股 | $131.6万 | 2.6万股 | -3,093股-11.98% | 减仓 |
 阿斯麦ASML |
| 0.29% | 0.22% | $114.6万 | 576股 | $71.9万 | 544股 | +32股+5.88% | 加仓 |
 高露洁CL |
| 0.28% | 0.31% | $112.3万 | 1.2万股 | $104.4万 | 1.2万股 | +5股+0.04% | 加仓 |
