| IiShares安硕信托IVV |
| 24.18% | 23.51% | $4,458.8万 | 6.0万股 | $3,887.8万 | 6.0万股 | +21股+0.04% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 17.63% | 18.62% | $3,251.3万 | 140.6万股 | $3,079.6万 | 132.6万股 | +7.9万股+5.99% | 加仓 |
| S嘉信策略信托SCHF |
| 13.92% | 13.91% | $2,567.8万 | 92.7万股 | $2,300.8万 | 93.0万股 | -2,605股-0.28% | 减仓 |
| S嘉信·USSCHA |
| 11.08% | 10.05% | $2,044.3万 | 56.6万股 | $1,662.2万 | 57.2万股 | -5,784股-1.01% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 10.54% | 10.48% | $1,943.5万 | 82.1万股 | $1,732.8万 | 80.6万股 | +1.4万股+1.79% | 加仓 |
| S嘉信·USSCHP |
| 6.81% | 7.27% | $1,256.0万 | 47.4万股 | $1,202.3万 | 45.2万股 | +2.2万股+4.90% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 5.88% | 6.44% | $1,084.1万 | 44.9万股 | $1,064.3万 | 43.9万股 | +1.1万股+2.41% | 加仓 |
| S嘉信策略信托SCHE |
| 2.26% | 2.26% | $416.1万 | 11.5万股 | $374.2万 | 11.4万股 | +1,185股+1.04% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.84% | 1.82% | $339.7万 | 9.8万股 | $300.9万 | 9.9万股 | -1,075股-1.09% | 减仓 |
 英伟达NVDA |
| 1.05% | 0.77% | $193.0万 | 9,648股 | $126.5万 | 7,254股 | +2,394股+33.00% | 加仓 |
 苹果AAPL |
| 0.76% | 0.76% | $141.0万 | 4,874股 | $125.8万 | 4,956股 | -82股-1.65% | 减仓 |
| V先锋领航指数基金VOO |
| 0.57% | 0.5% | $105.9万 | 1,438股 | $83.0万 | 1,438股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.52% | 0.54% | $96.4万 | 2.0万股 | $88.7万 | 1.9万股 | +1,054股+5.55% | 加仓 |
| V先锋领航全球基金VFH |
| 0.35% | 0.36% | $64.7万 | 4,919股 | $59.4万 | 4,919股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.31% | 0.31% | $57.6万 | 2,643股 | $51.9万 | 2,643股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.31% | 0.31% | $57.4万 | 6,854股 | $51.5万 | 6,854股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.29% | 0.3% | $52.9万 | 1,499股 | $49.3万 | 1,499股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.28% | 0.27% | $52.3万 | 1.5万股 | $44.4万 | 1.5万股 | +194股+1.27% | 加仓 |
| S嘉信策略信托SCHD |
| 0.24% | 0.26% | $43.7万 | 1.4万股 | $42.3万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.22% | 0.21% | $41.0万 | 1,354股 | $35.5万 | 1,354股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.22% | 0.21% | $39.9万 | 1.4万股 | $34.6万 | 1.4万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.18% | 0.23% | $32.4万 | 880股 | $38.3万 | 889股 | -9股-1.01% | 减仓 |
| V先锋领航全球基金VPU |
| 0.15% | 0.17% | $28.4万 | 1,452股 | $28.8万 | 1,452股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.14% | 0.15% | $26.6万 | 1,685股 | $25.0万 | 1,685股 | 00.00% | 持仓不变 |
| NNEW JERSEY RESNJR |
| 0.14% | 0.15% | $25.5万 | 4,542股 | $24.7万 | 4,503股 | +39股+0.87% | 加仓 |
| IiShares安硕信托ITA |
| 0.12% | 0.12% | $22.8万 | 940股 | $20.6万 | 940股 | 00.00% | 持仓不变 |
