| IiShares安硕信托IVV |
| 35.8% | 35.8% | $7,034.6万 | 12.5万股 | $7,034.6万 | 12.5万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 10.59% | 10.59% | $2,081.1万 | 63.1万股 | $2,081.1万 | 63.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 6.1% | 6.1% | $1,197.7万 | 15股 | $1,197.7万 | 15股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 5.1% | 5.1% | $1,002.8万 | 9.6万股 | $1,002.8万 | 9.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 5.09% | 5.09% | $1,000.0万 | 3.6万股 | $1,000.0万 | 3.6万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 3.93% | 3.93% | $772.0万 | 27.4万股 | $772.0万 | 27.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.71% | 3.71% | $729.7万 | 23.4万股 | $729.7万 | 23.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 3.69% | 3.69% | $724.5万 | 12.4万股 | $724.5万 | 12.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.12% | 2.12% | $417.4万 | 1.9万股 | $417.4万 | 1.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.97% | 1.97% | $386.2万 | 6,903股 | $386.2万 | 6,903股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 1.63% | 1.63% | $320.0万 | 3.5万股 | $320.0万 | 3.5万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 1.56% | 1.56% | $307.1万 | 4.2万股 | $307.1万 | 4.2万股 | 00.00% | 持仓不变 |
| CCLEARPOINT NEUROCLPT |
| 1.48% | 1.48% | $291.7万 | 24.5万股 | $291.7万 | 24.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 1.35% | 1.35% | $265.9万 | 2.7万股 | $265.9万 | 2.7万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.33% | 1.33% | $261.8万 | 4.4万股 | $261.8万 | 4.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 1.2% | 1.2% | $234.9万 | 8.5万股 | $234.9万 | 8.5万股 | 00.00% | 持仓不变 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.01% | 1.01% | $197.5万 | 4.9万股 | $197.5万 | 4.9万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1% | 1% | $195.6万 | 3,672股 | $195.6万 | 3,672股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.91% | 0.91% | $179.1万 | 2.6万股 | $179.1万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.89% | 0.89% | $175.8万 | 2.3万股 | $175.8万 | 2.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.83% | 0.83% | $162.2万 | 6.3万股 | $162.2万 | 6.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.82% | 0.82% | $160.3万 | 6.1万股 | $160.3万 | 6.1万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.61% | 0.61% | $119.4万 | 5.5万股 | $119.4万 | 5.5万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.57% | 0.57% | $113.0万 | 2,061股 | $113.0万 | 2,061股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.57% | 0.57% | $112.0万 | 3,010股 | $112.0万 | 3,010股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.44% | 0.44% | $87.2万 | 3,932股 | $87.2万 | 3,932股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.42% | 0.42% | $82.5万 | 1.3万股 | $82.5万 | 1.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.38% | 0.38% | $75.3万 | 2.0万股 | $75.3万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.35% | 0.35% | $68.1万 | 1,326股 | $68.1万 | 1,326股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.34% | 0.34% | $67.0万 | 1.3万股 | $67.0万 | 1.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.33% | 0.33% | $64.7万 | 3,399股 | $64.7万 | 3,399股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.33% | 0.33% | $64.1万 | 2,620股 | $64.1万 | 2,620股 | 00.00% | 持仓不变 |
 AQUESTIVE THERAPEUTICSAQST |
| 0.32% | 0.32% | $63.3万 | 21.8万股 | $63.3万 | 21.8万股 | 00.00% | 持仓不变 |
| TTRANSMEDICSTMDX |
| 0.31% | 0.31% | $60.5万 | 8,987股 | $60.5万 | 8,987股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIS |
| 0.3% | 0.3% | $58.3万 | 2.3万股 | $58.3万 | 2.3万股 | 00.00% | 持仓不变 |
| VVIKING THERAPEUTICSVKTX |
| 0.26% | 0.26% | $51.4万 | 2.1万股 | $51.4万 | 2.1万股 | 00.00% | 持仓不变 |
| VVERONA PHARMA PLC |
| 0.26% | 0.26% | $51.2万 | 8,060股 | $51.2万 | 8,060股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DUSB |
| 0.26% | 0.26% | $50.4万 | 9,933股 | $50.4万 | 9,933股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.26% | 0.26% | $50.2万 | 1,390股 | $50.2万 | 1,390股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.23% | 0.23% | $45.7万 | 7,542股 | $45.7万 | 7,542股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.23% | 0.23% | $44.7万 | 5,658股 | $44.7万 | 5,658股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.2% | 0.2% | $38.6万 | 2,072股 | $38.6万 | 2,072股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.17% | 0.17% | $32.9万 | 2,800股 | $32.9万 | 2,800股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.16% | 0.16% | $31.9万 | 337股 | $31.9万 | 337股 | 00.00% | 持仓不变 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.12% | 0.12% | $24.3万 | 3,200股 | $24.3万 | 3,200股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 0.12% | 0.12% | $24.0万 | 1,455股 | $24.0万 | 1,455股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.12% | 0.12% | $23.7万 | 2,705股 | $23.7万 | 2,705股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.12% | 0.12% | $23.2万 | 3,061股 | $23.2万 | 3,061股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.11% | 0.11% | $22.5万 | 1,452股 | $22.5万 | 1,452股 | 00.00% | 持仓不变 |
