| IiShares安硕信托IEFA |
| 24.83% | 25.93% | $4,072.5万 | 56.1万股 | $4,260.7万 | 57.4万股 | -1.3万股-2.34% | 减仓 |
| G通用动力VTI |
| 21.67% | 20.82% | $3,554.9万 | 13.3万股 | $3,421.2万 | 13.2万股 | +1,250股+0.95% | 加仓 |
| IiShares安硕IEMG |
| 7.47% | 7.16% | $1,224.7万 | 22.9万股 | $1,176.2万 | 22.8万股 | +834股+0.37% | 加仓 |
| PPimco Active Bond ETFBOND |
| 6.25% | 6.77% | $1,024.7万 | 11.3万股 | $1,112.7万 | 12.1万股 | -8,629股-7.12% | 减仓 |
 LEVI STRAUSS & NEWLEVI |
| 4.87% | 5.04% | $798.2万 | 41.4万股 | $827.6万 | 41.4万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 4.32% | 4.26% | $708.1万 | 14.3万股 | $699.5万 | 13.9万股 | +3,855股+2.76% | 加仓 |
| V先锋领航指数基金VNQ |
| 4.1% | 4.3% | $672.5万 | 8.0万股 | $706.0万 | 8.2万股 | -1,341股-1.64% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 3.44% | 3.23% | $564.9万 | 6.4万股 | $530.2万 | 5.9万股 | +5,408股+9.17% | 加仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 3.3% | 3.33% | $541.7万 | 13.5万股 | $546.7万 | 13.3万股 | +1,840股+1.38% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.92% | 3.09% | $478.3万 | 10.9万股 | $507.9万 | 12.2万股 | -1.2万股-10.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.57% | 2.56% | $421.3万 | 7,741股 | $420.3万 | 8,035股 | -294股-3.66% | 减仓 |
| SSPDR行业精选信托XLE |
| 2.17% | 2.2% | $355.4万 | 3.9万股 | $361.6万 | 3.8万股 | +691股+1.80% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.97% | 1.56% | $323.0万 | 5.1万股 | $255.9万 | 4.2万股 | +9,450股+22.54% | 加仓 |
| V先锋领航·TOTALBND |
| 1.23% | 1.06% | $202.5万 | 2.8万股 | $174.7万 | 2.4万股 | +4,054股+16.86% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 0.97% | 0.82% | $158.4万 | 1.1万股 | $134.1万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.89% | 0.87% | $145.8万 | 1.3万股 | $143.0万 | 1.3万股 | 00.00% | 持仓不变 |
| PProShares信托CSM |
| 0.74% | 0.72% | $121.3万 | 2.0万股 | $118.8万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.69% | 0.62% | $113.4万 | 1.1万股 | $101.4万 | 9,424股 | +1,215股+12.89% | 加仓 |
 苹果AAPL |
| 0.53% | 0.43% | $87.4万 | 4,148股 | $71.1万 | 4,148股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDE |
| 0.47% | 0.56% | $77.4万 | 6,070股 | $91.3万 | 6,929股 | -859股-12.40% | 减仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 0.47% | 0.79% | $77.1万 | 1.4万股 | $129.8万 | 2.2万股 | -8,600股-38.39% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.42% | 0.41% | $69.6万 | 1.5万股 | $67.2万 | 1.4万股 | +423股+3.00% | 加仓 |
| IiShares安硕信托ITOT |
| 0.42% | 0.35% | $68.1万 | 5,710股 | $56.7万 | 4,934股 | +776股+15.73% | 加仓 |
 Meta平台META |
| 0.38% | 0.36% | $62.0万 | 1,229股 | $59.7万 | 1,229股 | 00.00% | 持仓不变 |
 GOLUB CAP BDCGBDC |
| 0.35% | — | $57.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 0.32% | 0.32% | $52.8万 | 1.1万股 | $53.3万 | 1.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.27% | 0.27% | $45.1万 | 1.4万股 | $44.5万 | 1.4万股 | +42股+0.30% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.23% | 0.2% | $37.5万 | 4,758股 | $33.1万 | 4,140股 | +618股+14.93% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.19% | 0.16% | $31.1万 | 3,215股 | $26.0万 | 2,785股 | +430股+15.44% | 加仓 |
 雪佛龙CVX |
| 0.17% | 0.18% | $28.5万 | 1,824股 | $29.1万 | 1,844股 | -20股-1.08% | 减仓 |
| I景顺QQQ信托QQQ |
| 0.17% | 0.16% | $28.3万 | 590股 | $26.2万 | 590股 | 00.00% | 持仓不变 |
| IiShares安硕信托 |
| 0.16% | 0.16% | $26.2万 | 1.0万股 | $26.1万 | 1.0万股 | 00.00% | 持仓不变 |
| IINVESCO S&P 500 PURE GROWTH ETFRPG |
| 0.15% | 0.15% | $24.7万 | 6,630股 | $24.3万 | 6,630股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.15% | 0.13% | $24.2万 | 4,225股 | $21.3万 | 3,705股 | +520股+14.04% | 加仓 |
 微软MSFT |
| 0.14% | 0.13% | $23.5万 | 525股 | $22.1万 | 525股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.14% | 0.15% | $22.7万 | 2,366股 | $24.0万 | 2,366股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.13% | 0.14% | $22.0万 | 540股 | $23.8万 | 565股 | -25股-4.42% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.13% | 0.13% | $21.7万 | 1,927股 | $21.2万 | 1,927股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.13% | — | $20.7万 | 5,200股 | $0 | 0股 | +5,200股 | 新买入 |
| BBRC INC COM CL A0HW0 |
| 0.09% | 0.06% | $14.5万 | 2.4万股 | $10.1万 | 2.4万股 | 00.00% | 持仓不变 |
