| V先锋领航指数基金VUG |
| 14.04% | 16.08% | $7,381.4万 | 85.7万股 | $6,685.6万 | 15.3万股 | +70.4万股+459.85% | 加仓 |
| IiShares安硕信托IVV |
| 5.75% | 5.61% | $3,021.0万 | 4.0万股 | $2,334.9万 | 3.6万股 | +4,594股+12.85% | 加仓 |
| S嘉信·USSCHX |
| 3.99% | 4.11% | $2,099.7万 | 71.3万股 | $1,707.9万 | 66.6万股 | +4.7万股+7.11% | 加仓 |
| IiShares安硕信托ITOT |
| 3.86% | 4.23% | $2,031.1万 | 12.4万股 | $1,757.8万 | 12.3万股 | +233股+0.19% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.27% | 3.66% | $1,717.5万 | 13.8万股 | $1,524.1万 | 3.6万股 | +10.3万股+286.98% | 加仓 |
| S道富SPYV |
| 3.03% | 2.35% | $1,593.5万 | 26.2万股 | $977.2万 | 17.3万股 | +8.9万股+51.76% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.97% | 3.15% | $1,561.3万 | 7.9万股 | $1,309.7万 | 7.1万股 | +7,943股+11.18% | 加仓 |
| IiShares安硕·S&PIUSG |
| 2.8% | 3.36% | $1,469.9万 | 7.8万股 | $1,396.4万 | 9.0万股 | -1.2万股-13.19% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 2.77% | 2.77% | $1,458.3万 | 30.5万股 | $1,151.0万 | 24.0万股 | +6.5万股+27.05% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.66% | 2.3% | $1,397.4万 | 12.8万股 | $956.7万 | 10.1万股 | +2.7万股+26.62% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 2.57% | 2.88% | $1,350.6万 | 26.6万股 | $1,197.0万 | 23.6万股 | +3.0万股+12.91% | 加仓 |
 TapestryTPR |
| 2.18% | 2.65% | $1,144.4万 | 7.8万股 | $1,102.6万 | 7.8万股 | +43股+0.06% | 加仓 |
| S嘉信·USSCHA |
| 2.02% | 2.01% | $1,064.5万 | 29.5万股 | $835.8万 | 28.7万股 | +7,196股+2.50% | 加仓 |
| G通用动力VTI |
| 2.02% | 2.02% | $1,062.7万 | 2.9万股 | $840.1万 | 2.6万股 | +2,530股+9.66% | 加仓 |
| S嘉信策略信托SCHD |
| 1.99% | 2.46% | $1,045.1万 | 33.0万股 | $1,021.2万 | 33.3万股 | -3,278股-0.98% | 减仓 |
 联合太平洋铁路UNP |
| 1.88% | 1.93% | $986.6万 | 3.6万股 | $802.4万 | 3.3万股 | +3,197股+9.67% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.81% | 1.85% | $949.5万 | 6.5万股 | $770.1万 | 6.0万股 | +4,743股+7.89% | 加仓 |
| S嘉信策略信托SCHF |
| 1.69% | 1.34% | $890.8万 | 32.2万股 | $555.3万 | 22.4万股 | +9.7万股+43.33% | 加仓 |
| V先锋领航指数基金VTV |
| 1.38% | 1.23% | $725.9万 | 3.3万股 | $511.8万 | 2.6万股 | +7,223股+27.69% | 加仓 |
 苹果AAPL |
| 1.32% | 1.2% | $692.7万 | 2.4万股 | $500.6万 | 2.0万股 | +4,217股+21.38% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.28% | 1.29% | $673.3万 | 3.0万股 | $535.2万 | 2.8万股 | +2,207股+7.82% | 加仓 |
| S嘉信策略信托SCHM |
| 1.27% | 1.09% | $665.4万 | 18.0万股 | $451.7万 | 14.6万股 | +3.5万股+23.69% | 加仓 |
| IiShares安硕信托IUSV |
| 1.23% | 1.18% | $649.2万 | 5.9万股 | $491.0万 | 4.8万股 | +1.1万股+22.73% | 加仓 |
| S嘉信策略信托SCHE |
| 1.12% | 0.78% | $587.1万 | 16.2万股 | $325.1万 | 9.9万股 | +6.3万股+64.10% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.07% | 1.07% | $563.1万 | 1.4万股 | $444.9万 | 1.4万股 | +116股+0.82% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.03% | 1.04% | $541.0万 | 2.2万股 | $434.5万 | 2.0万股 | +2,264股+11.32% | 加仓 |
| BBOSTON OMAHA CORP CL A COM STKBOC |
| 0.94% | 1.28% | $495.8万 | 36.4万股 | $533.3万 | 45.7万股 | -9.3万股-20.38% | 减仓 |
 英伟达NVDA |
| 0.85% | 0.56% | $447.0万 | 2.2万股 | $232.6万 | 1.3万股 | +9,000股+67.47% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.81% | 0.93% | $426.6万 | 8.5万股 | $384.8万 | 8.4万股 | +373股+0.44% | 加仓 |
| S道富SPYM |
| 0.77% | 0.94% | $404.4万 | 4.6万股 | $390.1万 | 5.1万股 | -4,943股-9.70% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.74% | 0.77% | $391.4万 | 2.2万股 | $321.2万 | 2.2万股 | -275股-1.24% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.72% | 0.7% | $379.3万 | 5.3万股 | $291.7万 | 4.6万股 | +7,710股+16.94% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.72% | 0.43% | $376.2万 | 4.2万股 | $179.2万 | 2.2万股 | +2.1万股+95.43% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.84% | $375.8万 | 7,510股 | $347.8万 | 7,259股 | +251股+3.46% | 加仓 |
| S道富SLYG |
| 0.7% | 0.51% | $369.2万 | 3.1万股 | $210.8万 | 2.2万股 | +9,173股+42.04% | 加仓 |
 AMD超威AMD |
| 0.67% | 0.28% | $354.4万 | 6,100股 | $118.5万 | 5,823股 | +277股+4.76% | 加仓 |
| S道富SPMD |
| 0.66% | 0.73% | $344.5万 | 5.1万股 | $303.1万 | 5.1万股 | -202股-0.39% | 减仓 |
| IiShares安硕IEMG |
| 0.62% | 0.65% | $323.5万 | 3.9万股 | $268.6万 | 3.9万股 | +545股+1.42% | 加仓 |
 亚马逊AMZN |
| 0.6% | 0.56% | $318.1万 | 1.3万股 | $232.5万 | 1.1万股 | +2,182股+19.54% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.58% | 0.63% | $307.0万 | 2.6万股 | $262.3万 | 2.7万股 | -991股-3.70% | 减仓 |
 POOLPOOL |
| 0.57% | 0.37% | $298.9万 | 1.4万股 | $153.7万 | 7,598股 | +6,309股+83.04% | 加仓 |
 Meta平台META |
| 0.55% | 0.62% | $290.7万 | 5,161股 | $258.1万 | 4,511股 | +650股+14.41% | 加仓 |
 谷歌AGOOGL |
| 0.53% | 0.45% | $277.8万 | 7,774股 | $187.5万 | 6,522股 | +1,252股+19.20% | 加仓 |
| V先锋领航指数基金VOT |
| 0.51% | 0.52% | $267.0万 | 8,718股 | $217.6万 | 8,455股 | +263股+3.11% | 加仓 |
| SSpaceXSPCX |
| 0.5% | — | $262.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 BUCKLEBKE |
| 0.49% | 0.74% | $259.3万 | 6.1万股 | $309.4万 | 6.1万股 | +7股+0.01% | 加仓 |
 微软MSFT |
| 0.49% | 0.49% | $255.6万 | 6,852股 | $203.8万 | 5,504股 | +1,348股+24.49% | 加仓 |
| V先锋领航·MIDVO |
| 0.47% | 0.52% | $246.8万 | 3.1万股 | $216.2万 | 7,528股 | +2.3万股+306.92% | 加仓 |
| AAT&TT |
| 0.46% | — | $244.1万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.44% | 0.45% | $233.7万 | 3,129股 | $187.5万 | 2,883股 | +246股+8.53% | 加仓 |
