| SSCHWAB 1000 INDEX ETFSCHK |
| 14.51% | 16.26% | $1.29亿 | 358.5万股 | $1.12亿 | 358.1万股 | +4,893股+0.14% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 12.68% | 14.64% | $1.13亿 | 254.7万股 | $1.01亿 | 259.9万股 | -5.2万股-2.01% | 减仓 |
| V先锋领航指数基金VTV |
| 10.17% | 10.01% | $9,062.5万 | 41.6万股 | $6,904.8万 | 35.2万股 | +6.4万股+18.16% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.92% | 5.52% | $6,164.5万 | 105.9万股 | $3,807.7万 | 65.0万股 | +40.9万股+62.84% | 加仓 |
| V先锋领航指数基金VUG |
| 6.09% | 4.61% | $5,423.6万 | 63.0万股 | $3,180.0万 | 7.3万股 | +55.7万股+764.82% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 4.46% | 3.83% | $3,975.6万 | 51.8万股 | $2,642.4万 | 34.4万股 | +17.4万股+50.51% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 3.32% | 3.39% | $2,960.4万 | 21.5万股 | $2,336.9万 | 20.4万股 | +1.2万股+5.76% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.31% | 2.78% | $2,949.7万 | 41.4万股 | $1,915.5万 | 29.9万股 | +11.5万股+38.49% | 加仓 |
| SSPDR行业精选信托XLRE |
| 3.3% | 2.73% | $2,940.4万 | 66.8万股 | $1,882.0万 | 46.1万股 | +20.7万股+44.89% | 加仓 |
| I景顺QQQ信托VOO |
| 3.21% | 3.55% | $2,855.9万 | 3.9万股 | $2,450.9万 | 4.2万股 | -3,681股-8.67% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.58% | 1.18% | $2,300.0万 | 46.2万股 | $814.1万 | 16.4万股 | +29.9万股+182.54% | 加仓 |
| G通用动力VTI |
| 1.91% | 2.24% | $1,701.7万 | 4.6万股 | $1,543.6万 | 4.8万股 | -2,128股-4.42% | 减仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 1.54% | 1.46% | $1,375.5万 | 10.5万股 | $1,004.4万 | 8.8万股 | +1.8万股+20.06% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.43% | 1.63% | $1,271.8万 | 15.5万股 | $1,126.5万 | 15.9万股 | -3,653股-2.30% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.42% | 1.01% | $1,262.6万 | 21.2万股 | $694.0万 | 12.8万股 | +8.3万股+64.76% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.39% | 1.08% | $1,234.2万 | 22.4万股 | $744.4万 | 13.4万股 | +8.9万股+66.33% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.22% | 1.42% | $1,085.7万 | 1.5万股 | $977.6万 | 1.5万股 | -494股-3.29% | 减仓 |
 英伟达NVDA |
| 1.05% | 0.63% | $933.4万 | 4.7万股 | $436.9万 | 2.5万股 | +2.2万股+86.22% | 加仓 |
| V先锋领航指数基金VB |
| 0.98% | 1.18% | $873.7万 | 2.9万股 | $811.6万 | 3.1万股 | -2,166股-6.99% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.97% | 1.44% | $864.1万 | 16.3万股 | $992.0万 | 16.2万股 | +753股+0.46% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.96% | 0.05% | $851.2万 | 10.3万股 | $37.3万 | 4,505股 | +9.8万股+2,186.19% | 加仓 |
 苹果AAPL |
| 0.94% | 1.02% | $836.1万 | 2.9万股 | $707.1万 | 2.8万股 | +1,032股+3.70% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.83% | 1.04% | $740.6万 | 20.1万股 | $718.9万 | 21.2万股 | -1.1万股-5.00% | 减仓 |
| V先锋领航指数基金VXF |
| 0.74% | 0.81% | $663.0万 | 2.7万股 | $556.3万 | 2.7万股 | -103股-0.38% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.71% | 1.08% | $631.7万 | 20.9万股 | $742.1万 | 20.9万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.65% | 0.76% | $579.4万 | 6.8万股 | $524.0万 | 6.8万股 | -179股-0.26% | 减仓 |
| V先锋领航指数基金VV |
| 0.63% | 0.71% | $565.2万 | 1.6万股 | $491.2万 | 1.6万股 | -4股-0.02% | 减仓 |
| S嘉信策略信托SCHD |
| 0.46% | 0.6% | $412.0万 | 13.0万股 | $417.3万 | 13.6万股 | -6,088股-4.48% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.46% | 0.64% | $408.8万 | 5.2万股 | $440.8万 | 5.6万股 | -3,882股-6.98% | 减仓 |
 微软MSFT |
| 0.36% | 0.44% | $319.4万 | 8,563股 | $306.0万 | 8,267股 | +296股+3.58% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.38% | $304.1万 | 1.3万股 | $258.9万 | 1.2万股 | +326股+2.62% | 加仓 |
 谷歌AGOOGL |
| 0.33% | 0.31% | $295.4万 | 8,267股 | $212.4万 | 7,385股 | +882股+11.94% | 加仓 |
| DDimensional维度·USDFUV |
| 0.32% | 0.36% | $285.6万 | 5.2万股 | $251.6万 | 5.2万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.31% | 0.45% | $277.9万 | 3.6万股 | $309.5万 | 4.0万股 | -3,867股-9.64% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.29% | 0.52% | $262.4万 | 2.7万股 | $360.7万 | 4.1万股 | -1.3万股-33.10% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.29% | 0.4% | $260.8万 | 5.7万股 | $277.0万 | 6.1万股 | -3,400股-5.60% | 减仓 |
| V先锋领航指数基金VOO |
| 0.29% | 0.59% | $256.2万 | 3,730股 | $406.6万 | 6,804股 | -3,074股-45.18% | 减仓 |
 美光科技MU |
| 0.29% | 0.06% | $255.6万 | 2,214股 | $38.0万 | 1,124股 | +1,090股+96.98% | 加仓 |
| S嘉信·USSCHA |
| 0.26% | 0.27% | $233.6万 | 6.5万股 | $187.7万 | 6.5万股 | +117股+0.18% | 加仓 |
| S嘉信策略信托SCHF |
| 0.26% | 0.3% | $229.4万 | 8.3万股 | $205.2万 | 8.3万股 | -88股-0.11% | 减仓 |
 埃克森美孚XOM |
| 0.25% | 0.45% | $222.1万 | 1.6万股 | $307.6万 | 1.8万股 | -1,885股-10.40% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.25% | 0.5% | $220.1万 | 2.1万股 | $348.1万 | 3.6万股 | -1.5万股-40.87% | 减仓 |
| IiShares安硕信托IVV |
| 0.24% | 0.15% | $209.6万 | 2,799股 | $102.5万 | 1,570股 | +1,229股+78.28% | 加仓 |
 博通AVGO |
| 0.23% | 0.23% | $202.8万 | 5,368股 | $158.8万 | 5,131股 | +237股+4.62% | 加仓 |
| S嘉信·USSCHX |
| 0.22% | 0.25% | $199.8万 | 6.8万股 | $173.5万 | 6.8万股 | +234股+0.35% | 加仓 |
| V先锋领航全球基金VGT |
| 0.21% | 0.2% | $185.7万 | 1.6万股 | $136.5万 | 1,957股 | +1.4万股+693.82% | 加仓 |
 AMD超威AMD |
| 0.21% | 0.06% | $184.1万 | 3,169股 | $39.7万 | 1,950股 | +1,219股+62.51% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 0.21% | 0.27% | $183.6万 | 3.7万股 | $185.1万 | 3.7万股 | -324股-0.88% | 减仓 |
| IiShares安硕IEMG |
| 0.2% | 0.21% | $175.3万 | 2.1万股 | $144.9万 | 2.1万股 | +383股+1.84% | 加仓 |
 FIRST FINL BANKSHARESFFIN |
| 0.19% | 0.21% | $168.9万 | 4.9万股 | $143.6万 | 4.9万股 | +63股+0.13% | 加仓 |
