| SSPDR道富指数基金SPDW |
| 8.4% | 8.23% | $2,325.8万 | 46.2万股 | $1,956.0万 | 42.8万股 | +3.3万股+7.73% | 加仓 |
| IiShares安硕信托AGG |
| 7.25% | 6.97% | $2,007.0万 | 39.7万股 | $1,655.8万 | 33.1万股 | +6.6万股+19.87% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.67% | 4.93% | $1,293.0万 | 18.1万股 | $1,170.6万 | 18.3万股 | -1,212股-0.66% | 减仓 |
| V先锋领航·TOTALBND |
| 4.47% | 4.85% | $1,237.3万 | 16.9万股 | $1,152.7万 | 15.7万股 | +1.2万股+7.68% | 加仓 |
 苹果AAPL |
| 3.68% | 3.38% | $1,018.0万 | 3.5万股 | $803.1万 | 3.2万股 | +3,540股+11.19% | 加仓 |
| SSPDR道富指数基金SPEM |
| 3.56% | 3.53% | $985.9万 | 19.0万股 | $838.0万 | 17.9万股 | +1.2万股+6.58% | 加仓 |
| IiShares安硕信托DMXF |
| 3.3% | 3.38% | $913.3万 | 10.8万股 | $803.7万 | 10.7万股 | +1,430股+1.34% | 加仓 |
| S道富SPYM |
| 3.2% | 3.26% | $887.3万 | 10.1万股 | $774.8万 | 10.1万股 | -268股-0.26% | 减仓 |
| S道富SPAB |
| 2.87% | 3.57% | $795.6万 | 31.2万股 | $849.4万 | 33.2万股 | -2.0万股-5.97% | 减仓 |
| TTCW ETF TRUSTVOTE |
| 2.73% | 2.69% | $756.0万 | 8.6万股 | $639.3万 | 8.4万股 | +1,954股+2.33% | 加仓 |
| S嘉信·USSCHA |
| 2.23% | 2.06% | $618.5万 | 17.1万股 | $489.5万 | 16.8万股 | +2,869股+1.70% | 加仓 |
| SSPDR道富系列信托SPTM |
| 2.23% | 2.28% | $617.2万 | 6.8万股 | $542.4万 | 6.9万股 | -634股-0.92% | 减仓 |
 微软MSFT |
| 1.94% | 1.38% | $538.3万 | 1.4万股 | $327.5万 | 8,848股 | +5,583股+63.10% | 加仓 |
| IiShares安硕信托EMXF |
| 1.94% | 1.76% | $537.8万 | 9.3万股 | $418.0万 | 8.7万股 | +5,435股+6.22% | 加仓 |
| G通用动力VTI |
| 1.79% | 1.8% | $494.6万 | 1.3万股 | $428.1万 | 1.3万股 | +20股+0.15% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.67% | 1.9% | $461.7万 | 9.1万股 | $452.6万 | 9.1万股 | +573股+0.63% | 加仓 |
| S嘉信·USSCHX |
| 1.65% | 1.71% | $456.9万 | 15.5万股 | $405.9万 | 15.8万股 | -3,065股-1.94% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.59% | 1.66% | $440.8万 | 5.3万股 | $395.3万 | 5.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.59% | 1.45% | $439.8万 | 1.2万股 | $344.3万 | 1.2万股 | +445股+3.71% | 加仓 |
| V先锋领航指数基金VXF |
| 1.46% | 1.42% | $402.9万 | 1.6万股 | $338.0万 | 1.6万股 | -62股-0.38% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.45% | 1.54% | $401.4万 | 6.7万股 | $366.6万 | 6.8万股 | -579股-0.85% | 减仓 |
 谷歌AGOOGL |
| 1.43% | 1.24% | $396.8万 | 1.1万股 | $294.1万 | 1.0万股 | +876股+8.56% | 加仓 |
| V先锋领航指数基金VOO |
| 1.22% | 1.23% | $338.4万 | 4,927股 | $293.1万 | 4,905股 | +22股+0.45% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.1% | 2.12% | $304.6万 | 6.3万股 | $504.6万 | 10.5万股 | -4.2万股-40.10% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.06% | 1.07% | $293.7万 | 10.1万股 | $254.5万 | 10.1万股 | +4股+0.00% | 加仓 |
 亚马逊AMZN |
| 1.05% | 1.07% | $290.6万 | 1.2万股 | $254.4万 | 1.2万股 | -20股-0.16% | 减仓 |
| S嘉信策略信托SCHM |
| 1.05% | 1.17% | $289.3万 | 7.8万股 | $277.6万 | 9.0万股 | -1.1万股-12.49% | 减仓 |
| SSPDR道富指数基金EFAX |
| 0.99% | 1.2% | $273.4万 | 5.1万股 | $284.0万 | 5.7万股 | -6,552股-11.48% | 减仓 |
| IiShares安硕信托USXF |
| 0.93% | 0.81% | $258.5万 | 3.7万股 | $192.6万 | 3.5万股 | +2,319股+6.65% | 加仓 |
 英伟达NVDA |
| 0.93% | 0.77% | $256.8万 | 1.3万股 | $181.9万 | 1.0万股 | +2,401股+23.02% | 加仓 |
| IiShares安硕信托IVV |
| 0.88% | 0.9% | $245.0万 | 3,271股 | $213.7万 | 3,272股 | -1股-0.03% | 减仓 |
 Markel Group Inc.MKL |
| 0.88% | 1.05% | $243.5万 | 1,247股 | $248.6万 | 1,299股 | -52股-4.00% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.74% | 0.75% | $205.2万 | 2.0万股 | $179.0万 | 1.9万股 | +1,232股+6.58% | 加仓 |
| IiShares安硕信托SUSL |
| 0.67% | 0.74% | $186.6万 | 1.4万股 | $176.2万 | 1.6万股 | -1,461股-9.42% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.63% | 0.67% | $174.3万 | 1.3万股 | $158.5万 | 1.4万股 | -938股-6.65% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.58% | 0.57% | $159.6万 | 2.9万股 | $135.1万 | 2.9万股 | -205股-0.71% | 减仓 |
 阿斯麦ASML |
| 0.57% | 0.44% | $157.8万 | 793股 | $103.6万 | 784股 | +9股+1.15% | 加仓 |
| S道富SPSM |
| 0.57% | 0.56% | $156.6万 | 2.7万股 | $132.7万 | 2.7万股 | -302股-1.10% | 减仓 |
| S嘉信策略信托SCHE |
| 0.56% | 0.58% | $155.6万 | 4.3万股 | $136.7万 | 4.2万股 | +1,409股+3.40% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.56% | 0.58% | $154.6万 | 5.0万股 | $138.4万 | 5.0万股 | 00.00% | 持仓不变 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.55% | 0.57% | $151.3万 | 5.0万股 | $135.1万 | 5.0万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.53% | 0.56% | $145.5万 | 9,210股 | $133.2万 | 8,997股 | +213股+2.37% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.48% | 0.5% | $132.3万 | 1.3万股 | $118.8万 | 1.2万股 | +1,158股+9.66% | 加仓 |
| IiShares安硕IEMG |
| 0.47% | 0.47% | $129.8万 | 1.6万股 | $112.7万 | 1.6万股 | -493股-3.05% | 减仓 |
 好市多COST |
| 0.46% | 0.56% | $126.5万 | 1,352股 | $133.8万 | 1,343股 | +9股+0.67% | 加仓 |
 礼来LLY |
| 0.42% | 0.33% | $117.1万 | 976股 | $78.2万 | 850股 | +126股+14.82% | 加仓 |
 VisaV |
| 0.38% | 0.35% | $106.3万 | 3,097股 | $82.7万 | 2,736股 | +361股+13.19% | 加仓 |
 iShares安硕信托FITB |
| 0.38% | 0.38% | $105.3万 | 2.0万股 | $89.5万 | 2.0万股 | +471股+2.39% | 加仓 |
 博通AVGO |
| 0.37% | 0.28% | $103.7万 | 2,746股 | $66.3万 | 2,141股 | +605股+28.26% | 加仓 |
 Meta平台META |
| 0.37% | 0.24% | $102.7万 | 1,823股 | $56.1万 | 981股 | +842股+85.83% | 加仓 |
