| V先锋领航斯科茨代尔基金VONG |
| 8.74% | 8.52% | $1.43亿 | 112.0万股 | $1.20亿 | 109.5万股 | +2.5万股+2.28% | 加仓 |
| SSPDR道富系列信托SHM |
| 6.73% | 7.33% | $1.10亿 | 229.9万股 | $1.03亿 | 216.1万股 | +13.9万股+6.41% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.73% | 4.52% | $7,757.3万 | 94.5万股 | $6,375.0万 | 77.2万股 | +17.3万股+22.36% | 加仓 |
| IiShares安硕IEMG |
| 4.59% | 4.44% | $7,526.8万 | 90.9万股 | $6,256.2万 | 89.7万股 | +1.2万股+1.30% | 加仓 |
| IiShares安硕信托EFG |
| 4.49% | 4.48% | $7,363.9万 | 59.2万股 | $6,316.9万 | 56.7万股 | +2.5万股+4.35% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.7% | 3.74% | $6,068.6万 | 153.5万股 | $5,269.6万 | 147.6万股 | +5.9万股+4.01% | 加仓 |
 苹果AAPL |
| 2.61% | 2.61% | $4,270.8万 | 14.8万股 | $3,683.2万 | 14.5万股 | +2,465股+1.70% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 2.52% | 2.68% | $4,131.7万 | 142.4万股 | $3,783.5万 | 129.7万股 | +12.8万股+9.84% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.17% | 2.23% | $3,559.9万 | 65.9万股 | $3,146.0万 | 59.6万股 | +6.3万股+10.56% | 加仓 |
| AAvantis·U SAVUV |
| 2.14% | 2.1% | $3,509.9万 | 28.1万股 | $2,954.0万 | 26.7万股 | +1.4万股+5.21% | 加仓 |
| IiShares安硕信托EEM |
| 2.07% | 2.06% | $3,387.7万 | 49.5万股 | $2,898.7万 | 51.0万股 | -1.5万股-2.98% | 减仓 |
| SSPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETFBWZ |
| 1.9% | 2.13% | $3,113.3万 | 116.4万股 | $3,004.4万 | 111.6万股 | +4.8万股+4.28% | 加仓 |
| SSPDR道富指数基金RWO |
| 1.88% | 1.93% | $3,075.9万 | 61.9万股 | $2,717.0万 | 59.4万股 | +2.5万股+4.24% | 加仓 |
 英伟达NVDA |
| 1.65% | 1.55% | $2,706.1万 | 13.5万股 | $2,181.8万 | 12.5万股 | +1.0万股+8.11% | 加仓 |
| IiShares黄金信托IAU |
| 1.64% | 2.21% | $2,684.0万 | 35.5万股 | $3,112.7万 | 35.3万股 | +2,374股+0.67% | 加仓 |
| IiShares安硕·S&P GSCI COMMODITYGSG |
| 1.63% | 2.12% | $2,676.1万 | 93.6万股 | $2,992.6万 | 92.8万股 | +7,759股+0.84% | 加仓 |
| V先锋领航指数基金VBK |
| 1.62% | 1.53% | $2,660.9万 | 7.3万股 | $2,159.3万 | 7.1万股 | +1,319股+1.85% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.1% | 1.2% | $1,795.8万 | 17.3万股 | $1,687.1万 | 17.4万股 | -821股-0.47% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.97% | 1.16% | $1,593.7万 | 20.1万股 | $1,641.4万 | 17.7万股 | +2.4万股+13.32% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.94% | 0.86% | $1,533.3万 | 3.9万股 | $1,212.5万 | 3.9万股 | +283股+0.73% | 加仓 |
 微软MSFT |
| 0.89% | 1% | $1,452.8万 | 3.9万股 | $1,416.7万 | 3.8万股 | +676股+1.77% | 加仓 |
| IiShares安硕信托REET |
| 0.86% | 0.9% | $1,405.7万 | 50.9万股 | $1,271.3万 | 50.5万股 | +3,466股+0.69% | 加仓 |
| IiShares安硕·ESG OPTIMIZED MSCI USA ETFTOK |
| 0.85% | 0.86% | $1,395.9万 | 9.0万股 | $1,214.9万 | 9.2万股 | -1,502股-1.63% | 减仓 |
| IiShares安硕信托EFV |
| 0.84% | 0.95% | $1,373.2万 | 17.9万股 | $1,335.2万 | 18.0万股 | -198股-0.11% | 减仓 |
| IiShares安硕信托GVI |
| 0.78% | 0.79% | $1,275.8万 | 12.0万股 | $1,119.4万 | 10.5万股 | +1.5万股+14.01% | 加仓 |
 谷歌AGOOGL |
| 0.76% | 0.68% | $1,244.9万 | 3.5万股 | $964.9万 | 3.4万股 | +1,280股+3.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.73% | $1,241.0万 | 3.5万股 | $1,032.5万 | 3.6万股 | -872股-2.42% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.7% | 0.69% | $1,139.8万 | 6.1万股 | $970.9万 | 6.3万股 | -1,996股-3.19% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.68% | 0.74% | $1,115.1万 | 31.8万股 | $1,039.7万 | 30.9万股 | +9,541股+3.09% | 加仓 |
 DatadogDDOG |
| 0.65% | 0.35% | $1,069.1万 | 4.1万股 | $495.9万 | 4.2万股 | -949股-2.26% | 减仓 |
| IiShares安硕信托IUSV |
| 0.65% | 0.7% | $1,058.6万 | 9.6万股 | $985.4万 | 9.6万股 | -265股-0.27% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.64% | 0.62% | $1,048.3万 | 8.8万股 | $868.1万 | 8.9万股 | -564股-0.64% | 减仓 |
 亚马逊AMZN |
| 0.62% | 0.59% | $1,014.0万 | 4.3万股 | $831.5万 | 4.0万股 | +2,621股+6.57% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.61% | 0.81% | $998.9万 | 2.3万股 | $1,144.4万 | 2.4万股 | -1,009股-4.15% | 减仓 |
| V先锋领航指数基金VUG |
| 0.61% | <0.01% | $993.3万 | 11.6万股 | $1,747 | 4股 | +11.6万股+2,887,500.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.58% | 0.59% | $944.0万 | 3.9万股 | $837.9万 | 3.9万股 | -276股-0.70% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.57% | 0.57% | $926.6万 | 3.8万股 | $806.8万 | 3.7万股 | +998股+2.69% | 加仓 |
| S道富SPYV |
| 0.55% | 0.61% | $906.9万 | 14.9万股 | $855.5万 | 15.1万股 | -2,006股-1.33% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.53% | 0.53% | $861.5万 | 6.9万股 | $746.6万 | 1.8万股 | +5.2万股+296.30% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.48% | $769.3万 | 1.0万股 | $679.2万 | 1.0万股 | -143股-1.37% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.41% | 0.46% | $674.0万 | 9股 | $646.3万 | 9股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.4% | 0.41% | $660.0万 | 8.0万股 | $578.7万 | 8.1万股 | -524股-0.65% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.4% | 0.43% | $654.1万 | 6.4万股 | $611.9万 | 6.4万股 | -374股-0.58% | 减仓 |
 礼来LLY |
| 0.4% | 0.33% | $651.6万 | 5,433股 | $462.9万 | 5,033股 | +400股+7.95% | 加仓 |
 博通AVGO |
| 0.39% | 0.34% | $638.4万 | 1.7万股 | $477.2万 | 1.5万股 | +1,481股+9.61% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.38% | 0.39% | $622.6万 | 4.6万股 | $543.6万 | 4.6万股 | -336股-0.73% | 减仓 |
 美光科技MU |
| 0.38% | 0.12% | $616.2万 | 5,338股 | $162.3万 | 4,805股 | +533股+11.09% | 加仓 |
| IiShares安硕ESGE |
| 0.36% | 0.35% | $590.1万 | 10.8万股 | $499.1万 | 11.0万股 | -1,872股-1.71% | 减仓 |
| S道富SLYG |
| 0.35% | 0.32% | $579.3万 | 4.9万股 | $450.4万 | 4.7万股 | +2,006股+4.30% | 加仓 |
 AMD超威AMD |
| 0.35% | 0.13% | $575.9万 | 9,913股 | $185.8万 | 9,131股 | +782股+8.56% | 加仓 |
