| IiShares安硕信托IVV |
| 9.49% | 9.95% | $1,115.5万 | 2.9万股 | $1,051.7万 | 2.9万股 | -291股-0.99% | 减仓 |
| IiShares安硕·COREIJH |
| 8.73% | 8.57% | $1,026.2万 | 4.2万股 | $905.7万 | 4.1万股 | +1,120股+2.71% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 6.82% | 7.6% | $802.3万 | 16.1万股 | $802.9万 | 16.3万股 | -1,891股-1.16% | 减仓 |
| IiShares安硕信托USMV |
| 4.95% | 5.1% | $581.5万 | 8.1万股 | $538.9万 | 8.2万股 | -877股-1.08% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.29% | 3.08% | $386.3万 | 1.3万股 | $324.9万 | 1.2万股 | +336股+2.76% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 2.95% | 3.13% | $347.4万 | 6.9万股 | $331.2万 | 6.6万股 | +3,233股+4.91% | 加仓 |
| IiShares安硕信托STIP |
| 2.29% | 2.8% | $269.8万 | 2.8万股 | $295.4万 | 3.1万股 | -2,911股-9.47% | 减仓 |
| IiShares安硕信托ICSH |
| 2.09% | 1.54% | $246.2万 | 4.9万股 | $162.5万 | 3.2万股 | +1.7万股+51.44% | 加仓 |
 苹果AAPL |
| 2.07% | 2.39% | $243.6万 | 1.9万股 | $253.0万 | 1.8万股 | +445股+2.43% | 加仓 |
| IiShares安硕信托TIP |
| 1.95% | 2.17% | $229.8万 | 2.2万股 | $229.0万 | 2.2万股 | -244股-1.12% | 减仓 |
| IiShares安硕·COREIJR |
| 1.84% | 1.98% | $216.4万 | 2.3万股 | $209.6万 | 2.4万股 | -1,172股-4.88% | 减仓 |
| IiShares黄金信托IAU |
| 1.63% | 1.52% | $192.2万 | 5.6万股 | $160.8万 | 5.1万股 | +4,570股+8.96% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.63% | 1.86% | $191.3万 | 2.9万股 | $196.9万 | 3.3万股 | -3,345股-10.19% | 减仓 |
| IiShares安硕信托DGRO |
| 1.59% | 1.47% | $186.5万 | 3.7万股 | $155.2万 | 3.5万股 | +2,394股+6.86% | 加仓 |
| V先锋领航指数基金VTV |
| 1.58% | 0.62% | $186.1万 | 1.3万股 | $65.1万 | 5,275股 | +7,986股+151.39% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.48% | 1.77% | $174.6万 | 3.7万股 | $187.1万 | 3.9万股 | -1,519股-3.91% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.46% | 1.43% | $171.3万 | 1.9万股 | $151.2万 | 1.8万股 | +432股+2.36% | 加仓 |
| IIshares Gnma Bond EtfGNMA |
| 1.29% | 1.66% | $151.9万 | 3.5万股 | $175.2万 | 4.1万股 | -5,820股-14.29% | 减仓 |
| IiShares安硕信托IEI |
| 1.29% | 1.36% | $151.4万 | 1.6万股 | $143.5万 | 1.6万股 | -274股-1.69% | 减仓 |
| V先锋领航指数基金VUG |
| 1.22% | 0.39% | $143.2万 | 6,717股 | $41.1万 | 1,923股 | +4,794股+249.30% | 加仓 |
 埃克森美孚XOM |
| 1.17% | 1% | $137.7万 | 1.2万股 | $106.0万 | 1.2万股 | +344股+2.83% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.13% | 1.63% | $133.3万 | 1.6万股 | $172.6万 | 2.3万股 | -6,542股-28.77% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.12% | 1.16% | $131.2万 | 1.9万股 | $122.1万 | 1.9万股 | -28股-0.15% | 减仓 |
| V先锋领航·MIDVO |
| 1.1% | 1.12% | $129.5万 | 6,353股 | $118.6万 | 6,308股 | +45股+0.71% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.06% | 1.03% | $124.6万 | 8,204股 | $109.0万 | 8,065股 | +139股+1.72% | 加仓 |
 微软MSFT |
| 0.99% | 1.08% | $116.3万 | 4,850股 | $114.0万 | 4,896股 | -46股-0.94% | 减仓 |
 强生JNJ |
| 0.91% | 0.94% | $107.2万 | 6,070股 | $99.5万 | 6,092股 | -22股-0.36% | 减仓 |
| IiShares安硕信托SHV |
| 0.9% | 1% | $105.9万 | 9,637股 | $105.2万 | 9,564股 | +73股+0.76% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.88% | 0.73% | $102.9万 | 1.8万股 | $76.8万 | 1.6万股 | +2,473股+15.71% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.87% | 0.39% | $102.1万 | 4.1万股 | $40.8万 | 1.9万股 | +2.2万股+119.85% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.83% | 1.12% | $97.9万 | 2.0万股 | $118.5万 | 2.5万股 | -4,846股-19.68% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.79% | 0.48% | $92.5万 | 2.4万股 | $50.6万 | 1.4万股 | +9,869股+71.16% | 加仓 |
 家得宝HD |
| 0.76% | 0.83% | $89.0万 | 2,819股 | $87.3万 | 3,163股 | -344股-10.88% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.73% | — | $85.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 0.71% | 0.72% | $83.9万 | 3.5万股 | $76.3万 | 3.4万股 | +248股+0.72% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.71% | 0.67% | $83.0万 | 1.6万股 | $70.7万 | 1.5万股 | +1,043股+6.87% | 加仓 |
| IiShares安硕信托AGG |
| 0.69% | 0.56% | $81.5万 | 8,407股 | $58.8万 | 6,102股 | +2,305股+37.77% | 加仓 |
 艾伯维ABBV |
| 0.64% | 0.56% | $75.6万 | 4,679股 | $58.9万 | 4,386股 | +293股+6.68% | 加仓 |
| IiShares安硕EEMV |
| 0.64% | 0.59% | $75.6万 | 1.4万股 | $62.1万 | 1.2万股 | +1,998股+16.30% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.58% | 0.47% | $68.6万 | 8,448股 | $49.8万 | 6,134股 | +2,314股+37.72% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.58% | 0.61% | $68.2万 | 1.6万股 | $64.4万 | 1.7万股 | -989股-5.99% | 减仓 |
| IiShares安硕信托GVI |
| 0.57% | 0.24% | $66.8万 | 6,407股 | $24.9万 | 2,422股 | +3,985股+164.53% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.56% | — | $65.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.55% | 0.51% | $64.8万 | 1,843股 | $53.6万 | 1,633股 | +210股+12.86% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.55% | 0.6% | $64.1万 | 2.9万股 | $63.7万 | 3.1万股 | -2,583股-8.29% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.54% | 0.57% | $63.7万 | 9,842股 | $60.4万 | 9,842股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.53% | 0.49% | $62.2万 | 5,668股 | $52.0万 | 5,375股 | +293股+5.45% | 加仓 |
| IiShares安硕信托IEFA |
| 0.5% | 0.57% | $59.3万 | 9,615股 | $60.0万 | 1.1万股 | -1,778股-15.61% | 减仓 |
| IiShares安硕信托IGM |
| 0.5% | 0.63% | $58.7万 | 2,097股 | $66.3万 | 2,400股 | -303股-12.63% | 减仓 |
 默沙东MRK |
| 0.49% | 0.4% | $57.6万 | 5,195股 | $42.5万 | 4,929股 | +266股+5.40% | 加仓 |
