| IiShares安硕信托IVV |
| 36.4% | 35.79% | $1.41亿 | 18.9万股 | $1.19亿 | 18.3万股 | +5,922股+3.24% | 加仓 |
| IiShares安硕信托IEFA |
| 14.05% | 14.49% | $5,455.2万 | 56.5万股 | $4,833.8万 | 53.4万股 | +3.1万股+5.79% | 加仓 |
| IiShares安硕·COREIJH |
| 6.95% | 6.89% | $2,700.1万 | 35.0万股 | $2,298.8万 | 34.0万股 | +9,743股+2.86% | 加仓 |
| IiShares安硕·COREIJR |
| 6.82% | 6.48% | $2,648.2万 | 17.9万股 | $2,163.5万 | 17.4万股 | +4,517股+2.60% | 加仓 |
| S嘉信·USSCHX |
| 6.67% | 6.67% | $2,588.1万 | 87.9万股 | $2,226.6万 | 86.8万股 | +1.1万股+1.27% | 加仓 |
| S嘉信策略信托SCHM |
| 2.71% | 2.69% | $1,054.2万 | 28.6万股 | $898.1万 | 29.0万股 | -4,185股-1.44% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.42% | 2.44% | $939.9万 | 32.5万股 | $813.3万 | 32.4万股 | +512股+0.16% | 加仓 |
| S嘉信策略信托SCHF |
| 2.37% | 2.37% | $919.8万 | 33.2万股 | $789.9万 | 31.9万股 | +1.3万股+4.05% | 加仓 |
| S嘉信·USSCHA |
| 1.79% | 1.71% | $695.5万 | 19.2万股 | $569.4万 | 19.6万股 | -3,310股-1.69% | 减仓 |
| IiShares安硕信托AGG |
| 1.31% | 0.92% | $510.2万 | 5.2万股 | $308.2万 | 3.1万股 | +2.0万股+66.02% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.22% | 1.22% | $473.7万 | 3.8万股 | $407.7万 | 9,562股 | +2.9万股+299.01% | 加仓 |
| S嘉信策略信托SCHD |
| 1.18% | 1.35% | $457.6万 | 14.4万股 | $451.9万 | 14.7万股 | -2,964股-2.01% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.96% | 1.08% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSV |
| 0.96% | 1.03% | $373.4万 | 3.4万股 | $345.2万 | 3.4万股 | +137股+0.41% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.82% | 0.83% | $317.4万 | 1.7万股 | $277.9万 | 1.8万股 | -1,040股-5.81% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.69% | 0.71% | $267.4万 | 7.7万股 | $235.3万 | 7.7万股 | -359股-0.47% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.68% | 0.65% | $263.6万 | 7.8万股 | $215.8万 | 7.4万股 | +3,826股+5.16% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.56% | 0.59% | $217.6万 | 9,197股 | $197.2万 | 9,167股 | +30股+0.33% | 加仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.57% | $216.1万 | 7,128股 | $188.8万 | 7,210股 | -82股-1.14% | 减仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.52% | $201.8万 | 2,939股 | $175.1万 | 2,930股 | +9股+0.31% | 加仓 |
 谷歌AGOOGL |
| 0.49% | 0.47% | $191.4万 | 5,356股 | $156.9万 | 5,456股 | -100股-1.83% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.45% | 0.46% | $175.6万 | 4.0万股 | $153.8万 | 4.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.41% | 0.44% | $160.8万 | 2.7万股 | $145.5万 | 2.7万股 | +27股+0.10% | 加仓 |
 苹果AAPL |
| 0.39% | 0.43% | $152.3万 | 5,262股 | $143.0万 | 5,633股 | -371股-6.59% | 减仓 |
| IiShares安硕信托EFAV |
| 0.38% | 0.43% | $147.9万 | 1.7万股 | $143.3万 | 1.6万股 | +1,174股+7.48% | 加仓 |
| IiShares安硕信托ICSH |
| 0.35% | — | $135.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.34% | 0.37% | $130.6万 | 8,262股 | $124.6万 | 8,414股 | -152股-1.81% | 减仓 |
| IiShares安硕IEMG |
| 0.32% | 0.32% | $125.5万 | 1.5万股 | $105.1万 | 1.5万股 | +81股+0.54% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.32% | 0.32% | $125.5万 | 5.4万股 | $106.5万 | 4.6万股 | +8,417股+18.36% | 加仓 |
| V先锋领航指数基金VV |
| 0.32% | 0.32% | $124.8万 | 3,628股 | $108.1万 | 3,617股 | +11股+0.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.28% | $115.8万 | 3,278股 | $94.0万 | 3,277股 | +1股+0.03% | 加仓 |
| V先锋领航指数基金VBK |
| 0.28% | 0.27% | $107.5万 | 2,939股 | $88.8万 | 2,939股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.25% | 0.26% | $95.3万 | 4,372股 | $85.4万 | 4,352股 | +20股+0.46% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.25% | 0.34% | $95.2万 | 1.9万股 | $114.0万 | 2.3万股 | -4,045股-17.70% | 减仓 |
| V先锋领航指数基金VOT |
| 0.21% | 0.21% | $83.5万 | 2,725股 | $70.0万 | 2,722股 | +3股+0.11% | 加仓 |
 英伟达NVDA |
| 0.2% | 0.21% | $76.7万 | 3,832股 | $70.5万 | 4,040股 | -208股-5.15% | 减仓 |
| IiShares安硕信托USMV |
| 0.18% | 0.2% | $70.0万 | 7,256股 | $67.3万 | 7,256股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.18% | 0.18% | $68.8万 | 8,541股 | $61.4万 | 2,137股 | +6,404股+299.67% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.18% | 0.18% | $68.3万 | 6,191股 | $60.2万 | 6,191股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.18% | $68.2万 | 913股 | $59.3万 | 912股 | +1股+0.11% | 加仓 |
 CHUBB LIMITEDCB |
| 0.18% | 0.2% | $68.1万 | 2,000股 | $65.2万 | 2,000股 | 00.00% | 持仓不变 |
 HERSHEY COMHSY |
| 0.17% | 0.24% | $67.5万 | 3,850股 | $80.0万 | 3,850股 | 00.00% | 持仓不变 |
| AARS PHARMACEUTICALSSPRY |
| 0.17% | 0.2% | $66.7万 | 8.3万股 | $66.8万 | 8.3万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.17% | 0.18% | $64.3万 | 3,254股 | $59.7万 | 3,242股 | +12股+0.37% | 加仓 |
| V先锋领航指数基金VUG |
| 0.16% | 0.16% | $63.9万 | 7,421股 | $54.0万 | 1,237股 | +6,184股+499.92% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.16% | 0.16% | $62.4万 | 1.5万股 | $53.7万 | 1.4万股 | +1,336股+9.69% | 加仓 |
| I景顺QQQ信托VOO |
| 0.16% | 0.15% | $62.2万 | 845股 | $48.8万 | 845股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.16% | 0.11% | $61.9万 | 1.7万股 | $36.7万 | 1.1万股 | +5,910股+53.00% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.15% | 0.16% | $59.3万 | 1.6万股 | $54.6万 | 1.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.15% | 0.16% | $57.6万 | 2,415股 | $52.8万 | 2,533股 | -118股-4.66% | 减仓 |
