 伯克希尔哈撒韦BRK.B |
| 9.34% | 9.17% | $3,020.1万 | 6.0万股 | $2,749.3万 | 5.7万股 | +2,981股+5.20% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 4.3% | 5.86% | $1,389.8万 | 34.7万股 | $1,757.5万 | 37.6万股 | -2.9万股-7.70% | 减仓 |
| I景顺交易所交易基金信托PBP |
| 3.51% | 3.53% | $1,136.4万 | 49.6万股 | $1,059.4万 | 48.2万股 | +1.4万股+3.01% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.97% | 3.01% | $961.4万 | 9.3万股 | $902.3万 | 9.3万股 | -345股-0.37% | 减仓 |
| IiShares安硕信托IVV |
| 2.58% | 2.29% | $832.8万 | 1.1万股 | $687.4万 | 1.1万股 | +597股+5.67% | 加仓 |
| G通用动力VTI |
| 2.44% | 2% | $789.0万 | 2.1万股 | $600.6万 | 1.9万股 | +2,600股+13.89% | 加仓 |
| I景顺·S&PSPHQ |
| 2.14% | 1.55% | $693.6万 | 7.7万股 | $465.6万 | 6.2万股 | +1.5万股+24.32% | 加仓 |
| IiShares安硕·COREIJH |
| 2.14% | 1.91% | $691.9万 | 9.0万股 | $571.7万 | 8.5万股 | +5,064股+5.98% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.08% | 1.51% | $673.1万 | 7.9万股 | $453.1万 | 5.9万股 | +2.0万股+34.01% | 加仓 |
 微软MSFT |
| 2.02% | 2.17% | $653.7万 | 1.8万股 | $650.9万 | 1.8万股 | -59股-0.34% | 减仓 |
| V先锋领航指数基金VUG |
| 1.92% | 1.47% | $619.8万 | 7.2万股 | $441.9万 | 1.0万股 | +6.2万股+611.19% | 加仓 |
| V先锋领航指数基金VXF |
| 1.7% | 1.51% | $548.7万 | 2.2万股 | $454.3万 | 2.2万股 | +210股+0.95% | 加仓 |
 苹果AAPL |
| 1.37% | 1.33% | $442.7万 | 1.5万股 | $397.8万 | 1.6万股 | -375股-2.39% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.27% | 0.99% | $411.8万 | 2.6万股 | $296.8万 | 2.0万股 | +6,020股+30.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.23% | 0.77% | $397.9万 | 5,328股 | $229.5万 | 3,529股 | +1,799股+50.98% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.19% | 1.22% | $384.1万 | 4.6万股 | $366.5万 | 4.4万股 | +2,180股+4.92% | 加仓 |
| IiShares安硕·COREIJR |
| 1.11% | 0.98% | $359.2万 | 2.4万股 | $292.6万 | 2.4万股 | +681股+2.89% | 加仓 |
 思科CSCO |
| 1.11% | 0.79% | $359.1万 | 3.1万股 | $236.0万 | 3.0万股 | +152股+0.50% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.02% | 0.93% | $331.3万 | 7.1万股 | $279.4万 | 5.9万股 | +1.1万股+18.93% | 加仓 |
 摩根大通JPM |
| 1.01% | 1.01% | $327.8万 | 1.0万股 | $304.2万 | 1.0万股 | -328股-3.17% | 减仓 |
| IiShares黄金信托IAU |
| 1.01% | 1.2% | $327.1万 | 4.3万股 | $360.1万 | 4.1万股 | +2,481股+6.07% | 加仓 |
| IiShares安硕信托AGG |
| 1.01% | 1.06% | $325.1万 | 3.3万股 | $317.8万 | 3.2万股 | +830股+2.59% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.86% | 0.9% | $278.6万 | 9.0万股 | $268.6万 | 8.7万股 | +3,050股+3.50% | 加仓 |
 英伟达NVDA |
| 0.86% | 1.29% | $277.3万 | 1.4万股 | $387.3万 | 2.2万股 | -8,345股-37.58% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.85% | 0.8% | $273.5万 | 3.8万股 | $238.5万 | 3.7万股 | +1,168股+3.14% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.84% | 0.73% | $271.0万 | 3.5万股 | $219.6万 | 2.8万股 | +6,870股+24.14% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.84% | 0.79% | $270.2万 | 1.5万股 | $238.3万 | 1.4万股 | +522股+3.62% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.83% | 0.89% | $268.0万 | 3.3万股 | $265.7万 | 3.2万股 | +455股+1.41% | 加仓 |
 雪佛龙CVX |
| 0.82% | 1.09% | $264.8万 | 1.6万股 | $328.0万 | 1.6万股 | +123股+0.78% | 加仓 |
 亚马逊AMZN |
| 0.75% | 0.75% | $243.5万 | 1.0万股 | $223.6万 | 1.1万股 | -522股-4.86% | 减仓 |
 艾伯维ABBV |
| 0.75% | 0.68% | $243.1万 | 9,661股 | $203.0万 | 9,336股 | +325股+3.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.67% | $238.6万 | 6,753股 | $201.1万 | 7,010股 | -257股-3.67% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.7% | 0.68% | $227.2万 | 3.8万股 | $203.1万 | 3.8万股 | +470股+1.25% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.68% | 0.75% | $218.4万 | 3.7万股 | $226.1万 | 3.8万股 | -932股-2.46% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.67% | 0.5% | $215.2万 | 1.1万股 | $150.1万 | 1.1万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.64% | 0.64% | $206.0万 | 1.6万股 | $192.9万 | 1.6万股 | -5股-0.03% | 减仓 |
 可口可乐KO |
| 0.64% | 0.66% | $205.9万 | 2.5万股 | $198.9万 | 2.6万股 | -820股-3.13% | 减仓 |
 家得宝HD |
| 0.64% | 0.64% | $205.9万 | 5,837股 | $190.7万 | 5,799股 | +38股+0.66% | 加仓 |
 博通AVGO |
| 0.61% | 0.66% | $196.0万 | 5,189股 | $199.1万 | 6,433股 | -1,244股-19.34% | 减仓 |
 杜克能源DUK |
| 0.58% | 0.65% | $188.5万 | 1.5万股 | $194.7万 | 1.5万股 | +18股+0.12% | 加仓 |
| IIBMIBM |
| 0.58% | 0.53% | $188.4万 | 6,699股 | $160.2万 | 6,608股 | +91股+1.38% | 加仓 |
 Meta平台META |
| 0.57% | 0.63% | $183.3万 | 3,254股 | $189.7万 | 3,316股 | -62股-1.87% | 减仓 |
| AAT&TT |
| 0.55% | 0.81% | $178.3万 | 8.6万股 | $243.2万 | 8.4万股 | +2,241股+2.67% | 加仓 |
 礼来LLY |
| 0.55% | 0.45% | $178.2万 | 1,486股 | $136.3万 | 1,482股 | +4股+0.27% | 加仓 |
| N新纪元能源NEE |
| 0.54% | 0.58% | $173.4万 | 2.0万股 | $174.1万 | 1.9万股 | +1,015股+5.41% | 加仓 |
 谷歌AGOOGL |
| 0.52% | 0.55% | $168.8万 | 4,722股 | $166.4万 | 5,787股 | -1,065股-18.40% | 减仓 |
 百时美施贵宝BMY |
| 0.52% | 0.57% | $167.1万 | 2.9万股 | $171.8万 | 2.8万股 | +670股+2.37% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.5% | 0.56% | $161.5万 | 3.1万股 | $166.9万 | 3.2万股 | -940股-2.96% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.5% | 0.45% | $160.6万 | 6,523股 | $134.7万 | 6,473股 | +50股+0.77% | 加仓 |
 ONEOKOKE |
| 0.49% | 0.53% | $160.0万 | 1.8万股 | $160.2万 | 1.8万股 | +690股+3.89% | 加仓 |
