| V先锋领航指数基金VOO |
| 26.89% | 26.91% | $3,443.0万 | 5.0万股 | $3,132.8万 | 5.2万股 | -2,297股-4.38% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 12.46% | 13.56% | $1,595.3万 | 19.0万股 | $1,578.9万 | 21.0万股 | -2.0万股-9.40% | 减仓 |
| V先锋领航指数基金VXF |
| 7.46% | 7.36% | $955.2万 | 3.9万股 | $857.4万 | 4.2万股 | -2,866股-6.88% | 减仓 |
| V先锋领航·FTSEVEA |
| 6.65% | 6.7% | $851.6万 | 12.0万股 | $780.6万 | 12.2万股 | -2,303股-1.89% | 减仓 |
| V先锋领航指数基金VTV |
| 5.65% | 5.6% | $723.7万 | 3.3万股 | $652.6万 | 3.3万股 | -55股-0.17% | 减仓 |
| V先锋领航指数基金VUG |
| 5.62% | 5.27% | $719.3万 | 8.4万股 | $613.1万 | 1.4万股 | +6.9万股+494.90% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.23% | 4.32% | $541.1万 | 9.1万股 | $502.5万 | 9.3万股 | -2,306股-2.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.09% | 4.04% | $523.7万 | 7,013股 | $469.9万 | 7,225股 | -212股-2.93% | 减仓 |
| F第一信托·USTQTEC |
| 4.06% | 3.03% | $520.5万 | 1.6万股 | $352.5万 | 1.6万股 | -770股-4.72% | 减仓 |
| IiShares安硕信托IGM |
| 3.48% | 3.04% | $446.1万 | 2.7万股 | $353.5万 | 3.0万股 | -2,553股-8.56% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.34% | 3.74% | $427.8万 | 7.9万股 | $435.2万 | 8.2万股 | -3,260股-3.95% | 减仓 |
| IiShares安硕·COREIJR |
| 2.66% | 2.64% | $340.3万 | 2.3万股 | $307.3万 | 2.5万股 | -1,772股-7.17% | 减仓 |
| F第一信托交易所交易基金FPX |
| 2.49% | 2.4% | $319.3万 | 1.7万股 | $279.7万 | 1.7万股 | -448股-2.62% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.43% | 2.77% | $311.4万 | 12.9万股 | $322.6万 | 13.3万股 | -3,944股-2.97% | 减仓 |
| S嘉信策略信托SCHD |
| 2.23% | 2.42% | $285.0万 | 9.0万股 | $281.4万 | 9.2万股 | -1,843股-2.01% | 减仓 |
| V先锋领航指数基金VV |
| 0.88% | 0.84% | $113.2万 | 3,291股 | $98.3万 | 3,290股 | +1股+0.03% | 加仓 |
| IiShares安硕信托GVI |
| 0.84% | 0.91% | $107.6万 | 1.0万股 | $106.2万 | 1.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 0.8% | 0.85% | $102.2万 | 2.5万股 | $98.6万 | 2.5万股 | +474股+1.90% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.77% | 0.84% | $98.3万 | 1.9万股 | $97.6万 | 2.0万股 | -129股-0.66% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.58% | 0.52% | $73.9万 | 2,458股 | $61.0万 | 2,458股 | 00.00% | 持仓不变 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.35% | 0.23% | $44.5万 | 5,029股 | $26.8万 | 3,434股 | +1,595股+46.45% | 加仓 |
 洛克希德马丁LMT |
| 0.3% | 0.39% | $38.4万 | 754股 | $45.6万 | 754股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.27% | 0.27% | $35.1万 | 3,178股 | $31.9万 | 3,278股 | -100股-3.05% | 减仓 |
| G通用动力VTI |
| 0.26% | 0.25% | $33.7万 | 911股 | $29.3万 | 914股 | -3股-0.33% | 减仓 |
 沃尔玛WMT |
| 0.26% | 0.31% | $32.7万 | 2,891股 | $35.9万 | 2,891股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.22% | 0.22% | $28.5万 | 986股 | $25.6万 | 1,008股 | -22股-2.18% | 减仓 |
| IiShares安硕信托GVI |
| 0.2% | — | $25.2万 | 2,367股 | $0 | 0股 | +2,367股 | 新买入 |
| V先锋领航全球基金VSGX |
| 0.19% | — | $24.9万 | 3,028股 | $0 | 0股 | +3,028股 | 新买入 |
| IiShares安硕信托EFG |
| 0.19% | 0.18% | $24.0万 | 1,928股 | $20.6万 | 1,848股 | +80股+4.33% | 加仓 |
| SSPDR黄金信托GLD |
| 0.16% | 0.2% | $20.3万 | 550股 | $23.7万 | 550股 | 00.00% | 持仓不变 |
