 伯克希尔哈撒韦BRK.A |
| 4.04% | 3.6% | $718.6万 | 9股 | $612.8万 | 9股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 3% | 2.59% | $533.8万 | 1.0万股 | $441.0万 | 9,728股 | +294股+3.02% | 加仓 |
| S道富SPYM |
| 2.91% | 1.39% | $516.6万 | 7.9万股 | $236.8万 | 3.4万股 | +4.4万股+128.71% | 加仓 |
| IiShares安硕IEMG |
| 2.9% | 2.84% | $514.8万 | 9.5万股 | $484.4万 | 9.3万股 | +2,622股+2.83% | 加仓 |
| IiShares安硕信托IEFA |
| 2.69% | 0.77% | $479.0万 | 6.3万股 | $131.9万 | 1.9万股 | +4.5万股+237.40% | 加仓 |
 苹果AAPL |
| 2.59% | 3.01% | $460.4万 | 2.1万股 | $513.2万 | 2.0万股 | +234股+1.14% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.55% | 2.42% | $453.9万 | 7.6万股 | $411.8万 | 6.6万股 | +9,677股+14.58% | 加仓 |
| IiShares安硕信托EFV |
| 2.19% | 3.24% | $389.0万 | 6.6万股 | $551.2万 | 10.5万股 | -3.9万股-37.17% | 减仓 |
| G通用动力VTI |
| 2.08% | 2.27% | $370.0万 | 1.3万股 | $387.0万 | 1.3万股 | +110股+0.82% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.05% | 2.01% | $363.8万 | 6.4万股 | $342.0万 | 5.9万股 | +4,221股+7.10% | 加仓 |
 微软MSFT |
| 1.87% | 2.09% | $332.2万 | 8,849股 | $355.1万 | 8,425股 | +424股+5.03% | 加仓 |
| S道富SPSM |
| 1.79% | 1.85% | $318.6万 | 7.8万股 | $315.4万 | 7.0万股 | +7,935股+11.30% | 加仓 |
| IiShares安硕信托IVV |
| 1.61% | 1.68% | $285.6万 | 5,083股 | $286.6万 | 4,869股 | +214股+4.40% | 加仓 |
| S嘉信·USSCHX |
| 1.58% | 3.11% | $281.8万 | 12.8万股 | $529.3万 | 22.8万股 | -10.1万股-44.11% | 减仓 |
| I景顺QQQ信托VOO |
| 1.5% | 1.86% | $267.2万 | 5,698股 | $316.9万 | 6,199股 | -501股-8.08% | 减仓 |
| IiShares安硕信托AGG |
| 1.32% | 1.36% | $234.0万 | 2.4万股 | $232.4万 | 2.4万股 | -320股-1.33% | 减仓 |
 谷歌AGOOGL |
| 1.2% | 1.44% | $213.4万 | 1.4万股 | $245.3万 | 1.3万股 | +844股+6.51% | 加仓 |
 英伟达NVDA |
| 1.16% | 1.43% | $206.5万 | 1.9万股 | $244.2万 | 1.8万股 | +874股+4.81% | 加仓 |
| V先锋领航指数基金VOO |
| 1.14% | 1.08% | $202.5万 | 3,940股 | $184.1万 | 3,416股 | +524股+15.34% | 加仓 |
 亚马逊AMZN |
| 1.12% | 1.25% | $198.8万 | 1.0万股 | $212.1万 | 9,669股 | +782股+8.09% | 加仓 |
| IiShares安硕·COREIJR |
| 1.08% | 1.15% | $191.2万 | 1.8万股 | $195.1万 | 1.7万股 | +1,347股+7.95% | 加仓 |
 WASHINGTON TR BANCORPWASH |
| 1.07% | 1.03% | $190.1万 | 6.2万股 | $174.8万 | 5.6万股 | +5,833股+10.46% | 加仓 |
| BBALLYS CORPORATION COMMON STOCKBALY |
| 1.05% | 1.65% | $186.6万 | 15.2万股 | $280.5万 | 15.2万股 | -150股-0.10% | 减仓 |
| S道富SPMD |
| 0.97% | 0.25% | $171.9万 | 3.4万股 | $41.9万 | 7,653股 | +2.6万股+338.90% | 加仓 |
| IiShares安硕·COREIJH |
| 0.95% | 0.98% | $168.6万 | 2.9万股 | $166.7万 | 2.7万股 | +2,144股+8.01% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.95% | 1.03% | $168.5万 | 5.8万股 | $174.6万 | 6.0万股 | -2,577股-4.28% | 减仓 |
| T赛默飞世尔TMO |
| 0.95% | 0.99% | $168.1万 | 3,379股 | $169.4万 | 3,257股 | +122股+3.75% | 加仓 |
| S嘉信策略信托SCHM |
| 0.92% | 1.61% | $162.9万 | 6.2万股 | $273.9万 | 9.9万股 | -3.7万股-37.12% | 减仓 |
 摩根大通JPM |
| 0.88% | 0.88% | $157.1万 | 6,405股 | $150.2万 | 6,267股 | +138股+2.20% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.87% | 0.87% | $154.2万 | 5.7万股 | $148.3万 | 5.7万股 | -55股-0.10% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.85% | 0.8% | $151.5万 | 1.8万股 | $135.8万 | 1.5万股 | +2,444股+15.91% | 加仓 |
 沃尔玛WMT |
| 0.84% | 0.86% | $148.6万 | 1.7万股 | $146.5万 | 1.6万股 | +714股+4.40% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.82% | 0.83% | $145.5万 | 7,295股 | $142.0万 | 6,425股 | +870股+13.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.99% | $139.6万 | 8,936股 | $168.8万 | 8,862股 | +74股+0.84% | 加仓 |
 VisaV |
| 0.72% | 0.59% | $128.2万 | 3,658股 | $100.6万 | 3,183股 | +475股+14.92% | 加仓 |
 雷神技术RTX |
| 0.7% | 0.57% | $124.4万 | 9,393股 | $97.8万 | 8,451股 | +942股+11.15% | 加仓 |
 埃克森美孚XOM |
| 0.68% | 0.6% | $121.6万 | 1.0万股 | $101.5万 | 9,435股 | +788股+8.35% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.68% | 0.6% | $120.1万 | 9,315股 | $102.4万 | 8,028股 | +1,287股+16.03% | 加仓 |
| IiShares安硕信托SGOV |
| 0.63% | 0.27% | $112.5万 | 1.1万股 | $46.1万 | 4,591股 | +6,588股+143.50% | 加仓 |
 思科CSCO |
| 0.63% | 0.59% | $111.6万 | 1.8万股 | $100.7万 | 1.7万股 | +1,079股+6.34% | 加仓 |
 国际纸业IP |
| 0.61% | 0.73% | $109.0万 | 2.0万股 | $124.6万 | 2.3万股 | -2,707股-11.70% | 减仓 |
 强生JNJ |
| 0.61% | 0.51% | $108.8万 | 6,560股 | $86.1万 | 5,956股 | +604股+10.14% | 加仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 0.59% | 0.55% | $104.1万 | 1.5万股 | $93.3万 | 1.4万股 | +1,442股+10.53% | 加仓 |
| IiShares安硕信托SHV |
| 0.58% | 0.5% | $103.4万 | 9,364股 | $84.6万 | 7,681股 | +1,683股+21.91% | 加仓 |
| CCSG SYS INTL |
| 0.57% | 0.52% | $101.4万 | 1.7万股 | $88.8万 | 1.7万股 | -619股-3.56% | 减仓 |
 ADPADP |
| 0.56% | 0.55% | $99.1万 | 3,242股 | $93.6万 | 3,199股 | +43股+1.34% | 加仓 |
| IiShares安硕信托IDEV |
| 0.55% | 0.51% | $97.9万 | 1.4万股 | $86.6万 | 1.3万股 | +779股+5.80% | 加仓 |
| S道富SPTI |
| 0.55% | 0.65% | $97.6万 | 3.4万股 | $110.1万 | 4.0万股 | -5,354股-13.55% | 减仓 |
| HHASBROHAS |
| 0.55% | 0.52% | $97.3万 | 1.6万股 | $88.7万 | 1.6万股 | -31股-0.20% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.55% | 0.46% | $97.2万 | 1.1万股 | $78.2万 | 8,553股 | +2,045股+23.91% | 加仓 |
