 伯克希尔哈撒韦BRK.B |
| 28.99% | 30.53% | $6,024.9万 | 12.0万股 | $5,860.5万 | 12.2万股 | -1,894股-1.55% | 减仓 |
| V先锋领航指数基金VOO |
| 13.34% | 12.63% | $2,773.2万 | 4.0万股 | $2,424.1万 | 4.1万股 | -189股-0.47% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 11.77% | 11.23% | $2,445.5万 | 15.6万股 | $2,155.2万 | 15.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 7.59% | 7.19% | $1,577.1万 | 4.3万股 | $1,379.5万 | 4.3万股 | -379股-0.88% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.7% | 5.65% | $1,184.1万 | 13.9万股 | $1,085.2万 | 14.1万股 | -2,222股-1.58% | 减仓 |
| V先锋领航·TOTALBND |
| 4.37% | 4.73% | $907.7万 | 12.4万股 | $908.8万 | 12.3万股 | +242股+0.20% | 加仓 |
| A美国世纪ETF信托AVGE |
| 3.08% | 2.97% | $639.4万 | 6.5万股 | $570.6万 | 6.5万股 | -310股-0.48% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 2.52% | 2.62% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 2.29% | 2.2% | $475.5万 | 6,350股 | $422.2万 | 6,463股 | -113股-1.75% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.24% | 2.2% | $464.8万 | 2.0万股 | $422.3万 | 2.0万股 | +9股+0.05% | 加仓 |
| DDimensional维度·USDFUV |
| 2.22% | 2.11% | $460.5万 | 8.4万股 | $405.7万 | 8.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 2.01% | 1.9% | $417.0万 | 9.4万股 | $365.2万 | 9.4万股 | +41股+0.04% | 加仓 |
 苹果AAPL |
| 1.64% | 1.55% | $340.0万 | 1.2万股 | $298.2万 | 1.2万股 | -1股-0.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.59% | 1.4% | $330.0万 | 9,339股 | $267.9万 | 9,339股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 1.48% | 1.61% | $308.4万 | 3.9万股 | $309.4万 | 3.9万股 | -20股-0.05% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.25% | 1.21% | $259.3万 | 3,678股 | $231.4万 | 3,743股 | -65股-1.74% | 减仓 |
 万事达MA |
| 0.78% | 0.84% | $162.8万 | 3,170股 | $160.9万 | 3,219股 | -49股-1.52% | 减仓 |
 VisaV |
| 0.73% | 0.72% | $151.6万 | 4,419股 | $137.7万 | 4,557股 | -138股-3.03% | 减仓 |
| IiShares安硕信托SGOV |
| 0.68% | 0.72% | $141.4万 | 1.4万股 | $138.8万 | 1.4万股 | +252股+1.83% | 加仓 |
 微软MSFT |
| 0.67% | 0.73% | $139.9万 | 3,751股 | $140.0万 | 3,783股 | -32股-0.85% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.63% | 0.63% | $131.5万 | 3.6万股 | $121.3万 | 3.6万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.52% | 0.6% | $108.1万 | 1,156股 | $115.1万 | 1,156股 | 00.00% | 持仓不变 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.49% | 0.51% | $102.3万 | 2.1万股 | $98.2万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.43% | 0.41% | $89.4万 | 1,194股 | $77.9万 | 1,194股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.36% | 0.34% | $74.7万 | 9,115股 | $64.6万 | 9,115股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.24% | 0.23% | $48.9万 | 1,798股 | $43.6万 | 1,798股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.22% | 0.22% | $45.4万 | 5,090股 | $43.2万 | 5,090股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.21% | 0.22% | $44.1万 | 4,275股 | $42.7万 | 4,271股 | +4股+0.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.21% | 0.15% | $44.0万 | 6,171股 | $29.6万 | 4,621股 | +1,550股+33.54% | 加仓 |
| V先锋领航指数基金VXF |
| 0.16% | 0.15% | $33.9万 | 1,378股 | $28.3万 | 1,375股 | +3股+0.22% | 加仓 |
 HERSHEY COMHSY |
| 0.14% | 0.23% | $29.6万 | 1,685股 | $44.2万 | 2,125股 | -440股-20.71% | 减仓 |
| AAvantis·U SAVUV |
| 0.13% | 0.13% | $28.0万 | 2,241股 | $24.7万 | 2,239股 | +2股+0.09% | 加仓 |
 应用材料AMAT |
| 0.12% | 0.06% | $25.2万 | 349股 | $11.9万 | 349股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.11% | 0.11% | $23.8万 | 1,000股 | $20.8万 | 1,000股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.11% | 0.12% | $23.7万 | 935股 | $22.8万 | 934股 | +1股+0.11% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.11% | 0.1% | $23.5万 | 2,806股 | $19.7万 | 2,619股 | +187股+7.14% | 加仓 |
| IiShares安硕信托KXI |
| 0.11% | 0.12% | $22.2万 | 3,292股 | $23.3万 | 3,481股 | -189股-5.43% | 减仓 |
| IiShares安硕信托AOR |
| 0.11% | 0.11% | $22.0万 | 3,171股 | $20.3万 | 3,162股 | +9股+0.28% | 加仓 |
 麦当劳MCD |
| 0.09% | 0.16% | $18.6万 | 690股 | $30.4万 | 978股 | -288股-29.45% | 减仓 |
| V先锋领航·MIDVO |
| 0.08% | 0.07% | $16.1万 | 1,997股 | $14.3万 | 498股 | +1,499股+301.00% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.07% | 0.08% | $15.0万 | 2,820股 | $14.9万 | 2,820股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.07% | 0.05% | $13.9万 | 195股 | $10.5万 | 195股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.06% | 0.05% | $11.9万 | 346股 | $10.3万 | 346股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.04% | 0.06% | $9.1万 | 668股 | $12.2万 | 783股 | -115股-14.69% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.04% | 0.04% | $8.6万 | 470股 | $7.8万 | 470股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.04% | 0.05% | $8.2万 | 600股 | $10.2万 | 600股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.03% | 0.03% | $6.8万 | 1,411股 | $6.6万 | 1,420股 | -9股-0.63% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.02% | 0.03% | $4.6万 | 1,518股 | $5.4万 | 1,518股 | 00.00% | 持仓不变 |
 REPUBLIC SVCSRSG |
| 0.02% | 0.02% | $3.5万 | 166股 | $3.6万 | 166股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 0.02% | 0.05% | $3.1万 | 246股 | $8.7万 | 784股 | -538股-68.62% | 减仓 |
