 伯克希尔哈撒韦BRK.B |
| 8.13% | 8.5% | $1,709.6万 | 3.4万股 | $1,599.3万 | 3.3万股 | +791股+2.37% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.16% | 6.1% | $1,295.2万 | 31.4万股 | $1,147.3万 | 29.4万股 | +2.0万股+6.63% | 加仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 5.11% | 5.41% | $1,073.9万 | 23.6万股 | $1,018.1万 | 22.2万股 | +1.3万股+5.99% | 加仓 |
 谷歌AGOOGL |
| 3.94% | 3.55% | $828.5万 | 2.3万股 | $667.5万 | 2.3万股 | -29股-0.12% | 减仓 |
| IiShares安硕信托IDEV |
| 3.87% | 4.08% | $814.1万 | 9.1万股 | $768.7万 | 9.2万股 | -527股-0.57% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.97% | 2.69% | $624.0万 | 14.1万股 | $506.0万 | 13.0万股 | +1.0万股+8.03% | 加仓 |
| TTCW ETF TRUSTXB |
| 2.73% | 2.88% | $572.7万 | 14.6万股 | $542.6万 | 13.8万股 | +7,888股+5.71% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 2.43% | 2.74% | $511.5万 | 5.3万股 | $516.1万 | 5.4万股 | -371股-0.69% | 减仓 |
| S嘉信策略信托SCHD |
| 2.2% | 2.3% | $462.9万 | 14.6万股 | $432.0万 | 14.1万股 | +5,167股+3.67% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 2.08% | 1.91% | $436.2万 | 5.8万股 | $359.8万 | 4.8万股 | +1.0万股+21.17% | 加仓 |
| V先锋领航·MIDVO |
| 2.07% | 1.89% | $435.6万 | 5.4万股 | $354.8万 | 1.2万股 | +4.2万股+337.57% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.07% | 2.14% | $434.3万 | 8.0万股 | $403.1万 | 7.6万股 | +4,021股+5.27% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.95% | 2.07% | $408.9万 | 6.3万股 | $390.3万 | 6.5万股 | -1,737股-2.68% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.88% | 1.54% | $395.4万 | 3.9万股 | $290.4万 | 3.7万股 | +1,730股+4.69% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.83% | 2.53% | $384.1万 | 4.8万股 | $475.9万 | 5.1万股 | -2,982股-5.81% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.8% | 1.42% | $377.8万 | 4.1万股 | $266.5万 | 2.9万股 | +1.2万股+41.85% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.58% | 1.53% | $331.2万 | 4.7万股 | $288.1万 | 4.6万股 | +1,255股+2.72% | 加仓 |
| SSIMPLIFY MBS ETFMTBA |
| 1.53% | 1.7% | $322.2万 | 6.6万股 | $320.8万 | 6.5万股 | +800股+1.23% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.5% | 1.7% | $315.5万 | 13.1万股 | $319.3万 | 13.2万股 | -876股-0.67% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 1.41% | 1.48% | $297.0万 | 6.4万股 | $279.3万 | 6.1万股 | +3,861股+6.37% | 加仓 |
| IiShares安硕信托STIP |
| 1.37% | 1.52% | $288.6万 | 2.8万股 | $286.2万 | 2.8万股 | +578股+2.09% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.37% | 1.22% | $287.5万 | 7.1万股 | $228.8万 | 6.8万股 | +3,924股+5.81% | 加仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 1.32% | 1.28% | $277.6万 | 3.6万股 | $241.7万 | 3.4万股 | +1,573股+4.58% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.28% | 1.34% | $268.5万 | 5.1万股 | $252.8万 | 4.9万股 | +2,630股+5.40% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.27% | 1.26% | $267.4万 | 5.6万股 | $237.1万 | 5.1万股 | +4,828股+9.52% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 1.17% | 1.08% | $244.9万 | 2.4万股 | $202.4万 | 2.4万股 | -112股-0.47% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 1.08% | 1% | $226.0万 | 7.7万股 | $188.7万 | 7.0万股 | +7,011股+10.00% | 加仓 |
| IiShares安硕信托DGRO |
| 0.96% | 1% | $202.6万 | 2.7万股 | $187.9万 | 2.7万股 | -39股-0.15% | 减仓 |
 苹果AAPL |
| 0.96% | 0.94% | $201.8万 | 6,972股 | $176.9万 | 6,972股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 0.95% | 0.98% | $199.8万 | 8,241股 | $184.5万 | 8,435股 | -194股-2.30% | 减仓 |
 BANCROFT FDBCV |
| 0.9% | 0.85% | $189.4万 | 7.3万股 | $159.2万 | 7.4万股 | -1,031股-1.39% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.82% | 0.8% | $173.3万 | 3.4万股 | $150.8万 | 3.3万股 | +112股+0.34% | 加仓 |
| PPGIM ULTRAPULS |
| 0.81% | 0.9% | $170.0万 | 3.4万股 | $169.9万 | 3.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.79% | 0.74% | $166.3万 | 1.1万股 | $139.4万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.77% | 0.83% | $162.2万 | 1.7万股 | $156.3万 | 1.7万股 | -474股-2.74% | 减仓 |
| FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM |
| 0.73% | 0.8% | $153.7万 | 2.2万股 | $151.1万 | 2.2万股 | -55股-0.25% | 减仓 |
| S道富SPSM |
| 0.72% | 0.52% | $151.0万 | 2.6万股 | $98.6万 | 2.0万股 | +5,789股+28.38% | 加仓 |
 英伟达NVDA |
| 0.71% | — | $150.3万 | 7,509股 | $0 | 0股 | +7,509股 | 新买入 |
| AALERIAN MLP IDX ETNS DUE JANUARY 28, 2044AMJB |
| 0.69% | 0.74% | $144.4万 | 4.2万股 | $139.4万 | 4.0万股 | +1,533股+3.80% | 加仓 |
 Meta平台META |
| 0.68% | 0.76% | $142.4万 | 2,528股 | $143.3万 | 2,504股 | +24股+0.96% | 加仓 |
| TTRI CONTLTY |
| 0.66% | 0.67% | $137.8万 | 4.0万股 | $126.3万 | 4.0万股 | +42股+0.11% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.65% | 0.6% | $137.1万 | 2.8万股 | $113.4万 | 2.8万股 | -412股-1.46% | 减仓 |
 微软MSFT |
| 0.6% | 0.64% | $125.6万 | 3,368股 | $120.3万 | 3,251股 | +117股+3.60% | 加仓 |
 摩根大通JPM |
| 0.53% | 0.53% | $111.3万 | 3,400股 | $100.0万 | 3,400股 | 00.00% | 持仓不变 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.52% | 0.34% | $109.0万 | 2.9万股 | $64.2万 | 2.0万股 | +8,780股+43.21% | 加仓 |
| G通用动力VTI |
| 0.51% | 0.5% | $108.1万 | 2,922股 | $93.8万 | 2,922股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.5% | 0.49% | $105.1万 | 1.2万股 | $91.5万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.5% | 0.5% | $105.1万 | 1.5万股 | $94.5万 | 1.5万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.5% | 0.48% | $104.4万 | 9,564股 | $90.5万 | 9,564股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.49% | 0.55% | $103.6万 | 1.8万股 | $104.2万 | 1.8万股 | -41股-0.22% | 减仓 |
