| V先锋领航指数基金VTV |
| 15.72% | 15.41% | $3,979.0万 | 18.3万股 | $3,494.9万 | 17.8万股 | +4,453股+2.50% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 12.63% | 13.37% | $3,195.5万 | 75.7万股 | $3,031.3万 | 71.8万股 | +3.9万股+5.44% | 加仓 |
| V先锋领航指数基金VUG |
| 11.52% | 10.73% | $2,916.5万 | 33.9万股 | $2,432.8万 | 5.6万股 | +28.3万股+507.88% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 8.56% | 8.9% | $2,165.8万 | 27.4万股 | $2,017.1万 | 25.4万股 | +2.0万股+7.70% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.05% | 7.09% | $1,785.3万 | 25.1万股 | $1,608.6万 | 25.1万股 | -466股-0.19% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 6.81% | 7.14% | $1,722.8万 | 46.2万股 | $1,619.9万 | 45.6万股 | +6,443股+1.41% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 5.03% | 5.18% | $1,273.2万 | 25.1万股 | $1,174.9万 | 23.2万股 | +1.9万股+8.22% | 加仓 |
| IiShares安硕·COREIJH |
| 4.87% | 4.64% | $1,233.1万 | 16.0万股 | $1,052.7万 | 15.6万股 | +4,030股+2.59% | 加仓 |
| IiShares安硕·COREIJR |
| 3.93% | 3.68% | $995.1万 | 6.7万股 | $835.1万 | 6.7万股 | -83股-0.12% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.71% | 3.61% | $939.5万 | 23.1万股 | $818.7万 | 23.7万股 | -5,770股-2.44% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.6% | 3.55% | $910.4万 | 15.3万股 | $804.1万 | 14.9万股 | +3,756股+2.52% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.51% | 2.35% | $634.2万 | 7.7万股 | $532.4万 | 7.5万股 | +2,170股+2.90% | 加仓 |
| V先锋领航·TOTALBND |
| 2.27% | 2.4% | $574.1万 | 7.8万股 | $543.5万 | 7.4万股 | +4,389股+5.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.36% | 1.46% | $343.0万 | 6,855股 | $330.2万 | 6,891股 | -36股-0.52% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.99% | 1.09% | $250.8万 | 5.2万股 | $247.9万 | 5.2万股 | +172股+0.33% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.83% | 0.82% | $211.1万 | 4.1万股 | $185.4万 | 4.1万股 | -255股-0.62% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.82% | 0.93% | $207.4万 | 2.0万股 | $210.6万 | 2.2万股 | -1,722股-7.94% | 减仓 |
 联合太平洋铁路UNP |
| 0.58% | 0.58% | $146.8万 | 5,397股 | $131.5万 | 5,419股 | -22股-0.41% | 减仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.54% | $142.2万 | 4,692股 | $122.9万 | 4,691股 | +1股+0.02% | 加仓 |
 苹果AAPL |
| 0.54% | 0.53% | $136.5万 | 4,717股 | $120.1万 | 4,732股 | -15股-0.32% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.51% | 0.48% | $130.0万 | 1.6万股 | $108.6万 | 2,665股 | +1.3万股+490.21% | 加仓 |
| V先锋领航·MIDVO |
| 0.5% | 0.5% | $126.8万 | 1.6万股 | $114.2万 | 3,977股 | +1.2万股+295.83% | 加仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYUJAN |
| 0.44% | 0.46% | $110.5万 | 2.4万股 | $103.7万 | 2.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.4% | 0.43% | $101.9万 | 2,731股 | $98.0万 | 2,648股 | +83股+3.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.28% | $68.5万 | 917股 | $63.1万 | 971股 | -54股-5.56% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.26% | 0.24% | $66.4万 | 5,577股 | $55.1万 | 5,627股 | -50股-0.89% | 减仓 |
| IiShares安硕信托GVI |
| 0.25% | 0.17% | $63.6万 | 5,905股 | $38.9万 | 3,666股 | +2,239股+61.07% | 加仓 |
 好市多COST |
| 0.25% | 0.3% | $63.1万 | 674股 | $67.1万 | 673股 | +1股+0.15% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.23% | 0.22% | $58.8万 | 4,732股 | $50.4万 | 1,183股 | +3,549股+300.00% | 加仓 |
 沃尔玛WMT |
| 0.23% | 0.28% | $57.5万 | 5,079股 | $63.1万 | 5,078股 | +1股+0.02% | 加仓 |
| IiShares安硕信托IVW |
| 0.23% | 0.21% | $57.4万 | 4,170股 | $47.6万 | 4,209股 | -39股-0.93% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.22% | 0.26% | $55.5万 | 2.9万股 | $59.6万 | 2.4万股 | +4,978股+20.38% | 加仓 |
 美国合众银行USB |
| 0.2% | 0.2% | $51.7万 | 8,562股 | $44.5万 | 8,562股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.2% | 0.22% | $50.5万 | 6,477股 | $49.8万 | 6,352股 | +125股+1.97% | 加仓 |
 强生JNJ |
| 0.19% | 0.2% | $47.4万 | 1,866股 | $45.5万 | 1,861股 | +5股+0.27% | 加仓 |
 谷歌AGOOGL |
| 0.19% | 0.17% | $47.3万 | 1,323股 | $38.8万 | 1,351股 | -28股-2.07% | 减仓 |
| VVALMONT INDSVMI |
| 0.18% | 0.14% | $45.4万 | 787股 | $31.4万 | 787股 | 00.00% | 持仓不变 |
| IInnovator ETF信托APOC |
| 0.16% | 0.18% | $39.8万 | 1.5万股 | $39.9万 | 1.6万股 | -485股-3.10% | 减仓 |
| IiShares安硕信托IVV |
| 0.15% | 0.15% | $38.1万 | 509股 | $33.2万 | 509股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.14% | 0.13% | $35.4万 | 6,334股 | $29.7万 | 6,326股 | +8股+0.13% | 加仓 |
| IInnovator ETF信托EALT |
| 0.14% | 0.18% | $34.2万 | 9,540股 | $41.3万 | 1.2万股 | -2,753股-22.39% | 减仓 |
 亚马逊AMZN |
| 0.11% | 0.1% | $28.5万 | 1,197股 | $22.8万 | 1,093股 | +104股+9.52% | 加仓 |
| IiShares安硕信托EEM |
| 0.11% | 0.1% | $27.8万 | 4,064股 | $23.0万 | 4,043股 | +21股+0.52% | 加仓 |
| V先锋领航指数基金VOO |
| 0.11% | 0.1% | $27.1万 | 395股 | $21.6万 | 362股 | +33股+9.12% | 加仓 |
 可口可乐KO |
| 0.1% | 0.11% | $25.8万 | 3,176股 | $24.0万 | 3,157股 | +19股+0.60% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.09% | 0.09% | $21.7万 | 3,840股 | $21.4万 | 3,771股 | +69股+1.83% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.08% | 0.1% | $21.5万 | 5,842股 | $22.1万 | 5,842股 | 00.00% | 持仓不变 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBERUSEP |
| 0.08% | — | $21.0万 | 5,118股 | $0 | 0股 | +5,118股 | 新买入 |
 特斯拉TSLA |
| 0.08% | — | $20.8万 | 494股 | $0 | 0股 | +494股 | 新买入 |
