| IiShares安硕信托IVV |
| 18.89% | 18.42% | $6,971.2万 | 9.3万股 | $5,807.2万 | 9.1万股 | +1,625股+1.78% | 加仓 |
| V先锋领航指数基金VTV |
| 9.56% | 9.57% | $3,528.6万 | 16.2万股 | $3,018.1万 | 15.6万股 | +5,561股+3.56% | 加仓 |
| V先锋领航指数基金VUG |
| 9.01% | 8.33% | $3,322.4万 | 38.6万股 | $2,625.9万 | 6.3万股 | +32.3万股+516.92% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.82% | 7.82% | $2,883.9万 | 40.5万股 | $2,464.2万 | 39.7万股 | +7,494股+1.89% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 7.8% | 8.09% | $2,877.2万 | 54.5万股 | $2,549.2万 | 53.6万股 | +9,004股+1.68% | 加仓 |
| S嘉信·USSCHA |
| 6.88% | 6.1% | $2,537.8万 | 70.2万股 | $1,922.6万 | 68.5万股 | +1.8万股+2.59% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5.53% | 6% | $2,041.8万 | 42.2万股 | $1,892.9万 | 39.6万股 | +2.6万股+6.44% | 加仓 |
| V先锋领航债券指数基金BLV |
| 4.43% | 4.78% | $1,634.3万 | 21.0万股 | $1,507.5万 | 19.3万股 | +1.7万股+8.95% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.43% | 3.44% | $1,264.6万 | 21.2万股 | $1,084.9万 | 20.7万股 | +4,903股+2.37% | 加仓 |
| V先锋领航·TOTALBND |
| 3.19% | 3.48% | $1,177.4万 | 17.1万股 | $1,096.8万 | 16.0万股 | +1.1万股+6.73% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 3.1% | 3.37% | $1,144.9万 | 28.9万股 | $1,061.0万 | 28.5万股 | +3,689股+1.30% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.69% | 2.96% | $992.7万 | 42.9万股 | $932.2万 | 40.3万股 | +2.7万股+6.62% | 加仓 |
| IiShares安硕信托REET |
| 2.67% | 2.69% | $984.7万 | 35.7万股 | $849.1万 | 34.3万股 | +1.4万股+4.09% | 加仓 |
| S嘉信策略信托SCHF |
| 1.59% | 1.61% | $585.1万 | 21.1万股 | $506.3万 | 21.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 1.55% | 1.66% | $571.8万 | 2.1万股 | $524.3万 | 2.3万股 | -1,965股-8.60% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.39% | 1.4% | $513.9万 | 14.8万股 | $441.5万 | 14.8万股 | 00.00% | 持仓不变 |
 COMMERCE BANCSHARESCBSH |
| 0.82% | 0.82% | $301.1万 | 4.5万股 | $258.7万 | 4.5万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.81% | — | $298.7万 | 4,131股 | $0 | 0股 | +4,131股 | 新买入 |
 雷神技术RTX |
| 0.78% | 0.9% | $289.4万 | 1.5万股 | $282.7万 | 1.5万股 | +150股+0.99% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.75% | 0.81% | $277.1万 | 1.3万股 | $254.4万 | 1.4万股 | -502股-3.71% | 减仓 |
 苹果AAPL |
| 0.68% | 0.66% | $251.1万 | 8,679股 | $206.8万 | 8,385股 | +294股+3.51% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.44% | 0.46% | $161.5万 | 1.7万股 | $146.2万 | 1.7万股 | +1股+0.01% | 加仓 |
 KeyCorpKEY |
| 0.44% | 0.43% | $161.0万 | 7.0万股 | $135.5万 | 7.0万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.4% | 0.45% | $148.1万 | 6,780股 | $142.1万 | 7,056股 | -276股-3.91% | 减仓 |
 英伟达NVDA |
| 0.33% | 0.32% | $123.2万 | 6,155股 | $102.4万 | 6,202股 | -47股-0.76% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.32% | 0.35% | $118.6万 | 3.3万股 | $111.1万 | 3.5万股 | -2,104股-6.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.34% | $112.1万 | 1,501股 | $106.9万 | 1,692股 | -191股-11.29% | 减仓 |
| V先锋领航指数基金VB |
| 0.3% | 0.29% | $110.2万 | 3,634股 | $92.8万 | 3,654股 | -20股-0.55% | 减仓 |
 安费诺APH |
| 0.28% | 0.23% | $105.1万 | 5,959股 | $71.0万 | 5,959股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.28% | 0.31% | $102.7万 | 2,752股 | $98.4万 | 2,742股 | +10股+0.36% | 加仓 |
 CARRIER GLOBALCARR |
| 0.27% | 0.23% | $98.1万 | 1.3万股 | $72.7万 | 1.3万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.26% | 0.19% | $94.2万 | 885股 | $59.1万 | 885股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.21% | 0.2% | $77.5万 | 2,367股 | $62.8万 | 2,213股 | +154股+6.96% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.2% | 0.26% | $72.7万 | 6,995股 | $82.3万 | 8,746股 | -1,751股-20.02% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.17% | 0.17% | $63.0万 | 2.2万股 | $53.0万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LDEM |
| 0.14% | 0.1% | $50.9万 | 8,481股 | $30.0万 | 1.2万股 | -3,925股-31.64% | 减仓 |
 BANCO SANTANDER ADRSAN |
| 0.14% | — | $49.9万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 OTIS WORLDWIDEOTIS |
| 0.13% | 0.16% | $47.9万 | 6,690股 | $51.1万 | 6,690股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.13% | 0.13% | $46.3万 | 1,313股 | $42.5万 | 1,313股 | 00.00% | 持仓不变 |
 VisaV |
| 0.12% | 0.12% | $44.8万 | 1,306股 | $38.7万 | 1,292股 | +14股+1.08% | 加仓 |
 M&T银行MTB |
| 0.11% | — | $42.3万 | 1,778股 | $0 | 0股 | +1,778股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.11% | 0.1% | $39.9万 | 1.2万股 | $33.1万 | 1.2万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.1% | 0.11% | $36.2万 | 1,000股 | $34.9万 | 1,000股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.1% | 0.1% | $35.7万 | 2,778股 | $32.8万 | 2,778股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.09% | — | $34.2万 | 588股 | $0 | 0股 | +588股 | 新买入 |
| IiShares安硕信托EEM |
| 0.09% | 0.09% | $34.0万 | 4,967股 | $27.2万 | 4,967股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.09% | 0.1% | $33.7万 | 598股 | $32.0万 | 597股 | +1股+0.17% | 加仓 |
 埃克森美孚XOM |
| 0.09% | 0.13% | $32.8万 | 2,402股 | $41.2万 | 2,402股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.09% | 0.1% | $31.7万 | 9,987股 | $30.4万 | 9,987股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.08% | 0.08% | $30.8万 | 1,292股 | $24.9万 | 1,241股 | +51股+4.11% | 加仓 |
