| IiShares安硕信托IVV |
| 12.63% | 12.63% | $1,648.4万 | 2.9万股 | $1,648.4万 | 2.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 3.91% | 3.91% | $509.9万 | 9,115股 | $509.9万 | 9,115股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 2.7% | 2.7% | $352.5万 | 1.3万股 | $352.5万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GJS |
| 2.35% | 2.35% | $306.7万 | 13.3万股 | $306.7万 | 13.3万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 2.17% | 2.17% | $282.6万 | 9,809股 | $282.6万 | 9,809股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 2.16% | 2.16% | $282.1万 | 10.1万股 | $282.1万 | 10.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 2.05% | 2.05% | $267.6万 | 1.2万股 | $267.6万 | 1.2万股 | 00.00% | 持仓不变 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.76% | 1.76% | $230.1万 | 4.9万股 | $230.1万 | 4.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.74% | 1.74% | $227.0万 | 2.8万股 | $227.0万 | 2.8万股 | 00.00% | 持仓不变 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.65% | 1.65% | $215.9万 | 3.6万股 | $215.9万 | 3.6万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.56% | 1.56% | $204.0万 | 9,184股 | $204.0万 | 9,184股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1.53% | 1.53% | $199.1万 | 1.5万股 | $199.1万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 1.5% | 1.5% | $195.4万 | 1.8万股 | $195.4万 | 1.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.44% | 1.44% | $188.0万 | 3,530股 | $188.0万 | 3,530股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 1.35% | 1.35% | $175.9万 | 1.9万股 | $175.9万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 1.28% | 1.28% | $167.1万 | 2.7万股 | $167.1万 | 2.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.28% | 1.28% | $166.8万 | 3,558股 | $166.8万 | 3,558股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 1.25% | 1.25% | $162.8万 | 2.8万股 | $162.8万 | 2.8万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.19% | 1.19% | $155.8万 | 4,444股 | $155.8万 | 4,444股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.18% | 1.18% | $153.9万 | 4,099股 | $153.9万 | 4,099股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.16% | 1.16% | $151.4万 | 7,958股 | $151.4万 | 7,958股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.07% | 1.07% | $139.6万 | 2.7万股 | $139.6万 | 2.7万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.07% | 1.07% | $139.1万 | 1.6万股 | $139.1万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 1.05% | 1.05% | $137.5万 | 1.8万股 | $137.5万 | 1.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.04% | 1.04% | $135.7万 | 1.3万股 | $135.7万 | 1.3万股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.01% | 1.01% | $132.0万 | 5.7万股 | $132.0万 | 5.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 1% | 1% | $130.9万 | 1.1万股 | $130.9万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 1% | 1% | $130.4万 | 5,042股 | $130.4万 | 5,042股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.99% | 0.99% | $129.2万 | 1.6万股 | $129.2万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.99% | 0.99% | $129.0万 | 2.2万股 | $129.0万 | 2.2万股 | 00.00% | 持仓不变 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.98% | 0.98% | $127.9万 | 1,036股 | $127.9万 | 1,036股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.94% | 0.94% | $122.1万 | 1.3万股 | $122.1万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.93% | 0.93% | $121.1万 | 6,069股 | $121.1万 | 6,069股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.92% | 0.92% | $119.8万 | 1,266股 | $119.8万 | 1,266股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.82% | 0.82% | $106.4万 | 6,141股 | $106.4万 | 6,141股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIUSG |
| 0.81% | 0.81% | $105.5万 | 8,301股 | $105.5万 | 8,301股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.79% | 0.79% | $103.7万 | 2.3万股 | $103.7万 | 2.3万股 | 00.00% | 持仓不变 |
| S道富SPIB |
| 0.77% | 0.77% | $101.0万 | 3.0万股 | $101.0万 | 3.0万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.77% | 0.77% | $100.0万 | 5,366股 | $100.0万 | 5,366股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.76% | 0.76% | $99.2万 | 9,487股 | $99.2万 | 9,487股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.75% | 0.75% | $97.8万 | 1.3万股 | $97.8万 | 1.3万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.74% | 0.74% | $96.5万 | 2,633股 | $96.5万 | 2,633股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCR |
| 0.72% | 0.72% | $93.4万 | 4.8万股 | $93.4万 | 4.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.71% | 0.71% | $92.2万 | 5,394股 | $92.2万 | 5,394股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.66% | 0.66% | $85.6万 | 5,863股 | $85.6万 | 5,863股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPQ |
| 0.65% | 0.65% | $84.3万 | 1.6万股 | $84.3万 | 1.6万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCQ |
| 0.64% | 0.64% | $83.2万 | 4.3万股 | $83.2万 | 4.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.63% | 0.63% | $82.2万 | 1,426股 | $82.2万 | 1,426股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCU |
| 0.6% | 0.6% | $78.3万 | 4.7万股 | $78.3万 | 4.7万股 | 00.00% | 持仓不变 |
| W富国银行WFC |
| 0.59% | 0.59% | $77.1万 | 642股 | $77.1万 | 642股 | 00.00% | 持仓不变 |
