| V先锋领航指数基金VV |
| 15.25% | 14.94% | $5,741.0万 | 16.7万股 | $5,001.8万 | 16.7万股 | -436股-0.26% | 减仓 |
| V先锋领航斯科茨代尔基金VCSH |
| 5.82% | 6.33% | $2,190.4万 | 27.7万股 | $2,118.6万 | 26.7万股 | +9,898股+3.70% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 5.06% | 4.92% | $1,905.7万 | 7.0万股 | $1,645.8万 | 7.0万股 | +9股+0.01% | 加仓 |
| G通用动力GD |
| 4.77% | 4.61% | $1,797.0万 | 4.9万股 | $1,545.1万 | 4.8万股 | +401股+0.83% | 加仓 |
| V先锋领航指数基金VB |
| 4.39% | 4.3% | $1,652.1万 | 5.5万股 | $1,440.3万 | 5.5万股 | -486股-0.88% | 减仓 |
| V先锋领航白厅基金VYM |
| 4.2% | 4.48% | $1,582.1万 | 10.0万股 | $1,501.4万 | 10.1万股 | -1,264股-1.25% | 减仓 |
| V先锋领航指数基金VTV |
| 3.66% | 3.56% | $1,376.3万 | 6.3万股 | $1,191.1万 | 6.1万股 | +2,443股+4.02% | 加仓 |
| V先锋领航指数基金VUG |
| 3.62% | 3.28% | $1,364.4万 | 15.8万股 | $1,099.9万 | 2.5万股 | +13.3万股+529.01% | 加仓 |
| V先锋领航·MIDVO |
| 3.44% | 3.54% | $1,295.5万 | 16.1万股 | $1,185.3万 | 4.1万股 | +12.0万股+289.56% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.4% | 3.35% | $1,281.3万 | 44.2万股 | $1,121.9万 | 44.7万股 | -4,525股-1.01% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 3.39% | 3.46% | $1,277.5万 | 15.3万股 | $1,159.5万 | 15.4万股 | -1,847股-1.20% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 3.1% | 2.99% | $1,168.8万 | 22.6万股 | $1,002.3万 | 22.2万股 | +3,975股+1.79% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.69% | 2.61% | $1,013.4万 | 12.4万股 | $874.8万 | 12.3万股 | +320股+0.26% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.67% | 2.66% | $1,003.7万 | 14.1万股 | $891.1万 | 13.9万股 | +1,805股+1.30% | 加仓 |
| S嘉信·USSCHX |
| 2.66% | 2.59% | $1,002.7万 | 34.1万股 | $867.8万 | 33.8万股 | +2,257股+0.67% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.64% | 2.55% | $993.4万 | 22.4万股 | $854.3万 | 22.0万股 | +4,102股+1.87% | 加仓 |
| V先锋领航指数基金VXF |
| 2.46% | 2.35% | $924.6万 | 3.8万股 | $788.1万 | 3.8万股 | -743股-1.94% | 减仓 |
| PPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDEMNT |
| 1.35% | — | $509.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.19% | 1.2% | $449.1万 | 6,539股 | $401.1万 | 6,713股 | -174股-2.59% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.09% | 1.24% | $411.7万 | 17.8万股 | $414.2万 | 17.8万股 | -366股-0.21% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.02% | 1.05% | $385.1万 | 6.5万股 | $349.9万 | 6.5万股 | -232股-0.36% | 减仓 |
 埃克森美孚XOM |
| 0.85% | 1.19% | $319.1万 | 2.3万股 | $399.5万 | 2.4万股 | -210股-0.89% | 减仓 |
 苹果AAPL |
| 0.85% | 0.84% | $318.7万 | 1.1万股 | $282.7万 | 1.1万股 | -123股-1.10% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.83% | 0.9% | $314.3万 | 6.2万股 | $302.3万 | 6.1万股 | +1,559股+2.57% | 加仓 |
 宝洁PG |
| 0.82% | 0.91% | $309.8万 | 2.1万股 | $305.0万 | 2.1万股 | +10股+0.05% | 加仓 |
| S嘉信·USSCHA |
| 0.65% | 0.58% | $243.7万 | 6.7万股 | $194.8万 | 6.7万股 | +458股+0.68% | 加仓 |
| V先锋领航全球基金MGV |
| 0.59% | 0.55% | $221.4万 | 1.4万股 | $184.6万 | 1.3万股 | +812股+6.38% | 加仓 |
| S嘉信策略信托SCHM |
| 0.56% | 0.53% | $211.9万 | 5.7万股 | $178.2万 | 5.8万股 | -105股-0.18% | 减仓 |
 微软MSFT |
| 0.49% | 0.55% | $186.3万 | 4,995股 | $185.6万 | 5,014股 | -19股-0.38% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.45% | 0.43% | $167.8万 | 2.0万股 | $144.7万 | 2.0万股 | +35股+0.17% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.42% | 0.46% | $158.6万 | 1.7万股 | $152.6万 | 1.7万股 | +666股+4.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.43% | $152.0万 | 3,037股 | $145.5万 | 3,037股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.4% | 0.32% | $150.0万 | 1.3万股 | $108.1万 | 1,550股 | +1.1万股+709.74% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.4% | 0.38% | $148.7万 | 1.7万股 | $126.0万 | 3,428股 | +1.3万股+393.55% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.39% | 0.39% | $148.3万 | 6,105股 | $131.0万 | 6,032股 | +73股+1.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.32% | $122.8万 | 1,644股 | $106.8万 | 1,643股 | +1股+0.06% | 加仓 |
 强生JNJ |
| 0.28% | 0.32% | $107.1万 | 4,218股 | $106.2万 | 4,346股 | -128股-2.95% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.26% | 0.23% | $96.5万 | 2.9万股 | $77.1万 | 2.6万股 | +2,070股+7.82% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.24% | 0.26% | $91.0万 | 2.2万股 | $85.8万 | 2.2万股 | +42股+0.19% | 加仓 |
 礼来LLY |
| 0.24% | <0.01% | $90.6万 | 755股 | $1.5万 | 43股 | +712股+1,655.81% | 加仓 |
 英特尔INTC |
| 0.23% | 0.09% | $88.3万 | 6,325股 | $29.7万 | 6,741股 | -416股-6.17% | 减仓 |
 家得宝HD |
| 0.23% | 0.25% | $87.3万 | 2,474股 | $82.4万 | 2,506股 | -32股-1.28% | 减仓 |
 摩根大通JPM |
| 0.23% | 0.23% | $87.0万 | 2,658股 | $78.1万 | 2,656股 | +2股+0.08% | 加仓 |
 美光科技MU |
| 0.22% | 0.07% | $81.8万 | 709股 | $24.0万 | 709股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.2% | 0.2% | $76.6万 | 1,023股 | $66.8万 | 1,023股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.2% | 0.2% | $74.1万 | 2,635股 | $65.5万 | 2,703股 | -68股-2.52% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.19% | 0.19% | $73.2万 | 2.1万股 | $62.0万 | 2.0万股 | +719股+3.54% | 加仓 |
 AMD超威AMD |
| 0.19% | 0.08% | $72.6万 | 1,250股 | $25.4万 | 1,250股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.19% | 0.24% | $71.4万 | 2,877股 | $80.3万 | 2,876股 | +1股+0.03% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.19% | — | $70.8万 | 6,989股 | $0 | 0股 | +6,989股 | 新买入 |
