| V先锋领航·SMALLVBR |
| 13.85% | 13.18% | $3,279.5万 | 13.5万股 | $2,991.1万 | 13.8万股 | -2,720股-1.98% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 10.59% | 10.48% | $2,507.5万 | 12.7万股 | $2,379.4万 | 12.9万股 | -2,221股-1.72% | 减仓 |
| EEMERGING MARKETS INTERNET and eCOMMERCE ETFEMQQ |
| 9.6% | 10.65% | $2,273.3万 | 72.9万股 | $2,418.5万 | 73.1万股 | -2,540股-0.35% | 减仓 |
| V先锋领航·TOTALBNDX |
| 6.35% | 6.58% | $1,503.7万 | 31.0万股 | $1,493.2万 | 31.1万股 | -269股-0.09% | 减仓 |
| S嘉信·USSCHP |
| 5.89% | 6.21% | $1,395.5万 | 52.7万股 | $1,410.1万 | 53.0万股 | -3,319股-0.63% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 4.51% | 4.75% | $1,067.9万 | 46.2万股 | $1,077.9万 | 46.4万股 | -2,498股-0.54% | 减仓 |
| G通用动力VTI |
| 4.46% | 4.15% | $1,055.5万 | 2.9万股 | $941.2万 | 2.9万股 | -813股-2.77% | 减仓 |
| FFMQQ THE NEXT FRONTIER INTERNET ETFFMQQ |
| 4.43% | 4.42% | $1,049.9万 | 89.0万股 | $1,003.4万 | 89.1万股 | -464股-0.05% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 4.38% | 4.37% | $1,036.9万 | 6.7万股 | $991.9万 | 6.8万股 | -834股-1.23% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.18% | 3.02% | $752.9万 | 10.6万股 | $684.5万 | 10.7万股 | -1,139股-1.07% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.98% | 3.14% | $706.1万 | 29.3万股 | $712.0万 | 29.3万股 | -847股-0.29% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.96% | 2.88% | $700.4万 | 3.0万股 | $653.5万 | 3.0万股 | -787股-2.59% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 2.03% | 2.02% | $480.2万 | 9.9万股 | $459.4万 | 9.9万股 | -203股-0.20% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 1.62% | 1.71% | $383.1万 | 9.3万股 | $388.8万 | 9.3万股 | -327股-0.35% | 减仓 |
| WWisdomTree信托DLS |
| 1.53% | 1.55% | $361.5万 | 4.3万股 | $352.6万 | 4.3万股 | -127股-0.29% | 减仓 |
| V先锋领航·TOTALBND |
| 1.44% | 1.57% | $342.1万 | 4.7万股 | $356.0万 | 4.8万股 | -1,736股-3.59% | 减仓 |
| IiShares安硕信托AGG |
| 1.33% | 1.4% | $315.5万 | 6.2万股 | $317.9万 | 6.4万股 | -1,178股-1.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.05% | $272.6万 | 3,651股 | $237.4万 | 3,651股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 1.11% | 1.05% | $262.4万 | 3.1万股 | $237.3万 | 3.2万股 | -270股-0.85% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.02% | 1.1% | $242.7万 | 4.2万股 | $249.4万 | 4.3万股 | -889股-2.09% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.02% | 0.98% | $241.1万 | 3.4万股 | $223.6万 | 3.6万股 | -1,304股-3.64% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.91% | 0.94% | $216.1万 | 4.5万股 | $213.8万 | 4.6万股 | -821股-1.80% | 减仓 |
| EEXCHANGE TRADED CONCEPTS TRUINQQ |
| 0.77% | 0.73% | $181.4万 | 14.1万股 | $165.2万 | 14.2万股 | -1,046股-0.74% | 减仓 |
苹果AAPL |
| 0.74% | 0.68% | $175.4万 | 6,060股 | $155.1万 | 6,111股 | -51股-0.83% | 减仓 |
| V先锋领航指数基金VB |
| 0.67% | 0.6% | $157.9万 | 5,210股 | $136.5万 | 5,210股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.65% | 0.65% | $154.1万 | 4.0万股 | $147.7万 | 4.2万股 | -2,415股-5.73% | 减仓 |
摩根大通JPM |
| 0.65% | 0.61% | $153.0万 | 4,673股 | $137.5万 | 4,673股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.58% | 0.44% | $136.5万 | 1.1万股 | $100.9万 | 1,446股 | +9,978股+690.04% | 加仓 |
微软MSFT |
| 0.57% | 0.59% | $134.1万 | 3,595股 | $133.4万 | 3,605股 | -10股-0.28% | 减仓 |
SYMBOTIC CLASS A COMSYM |
| 0.5% | 0.62% | $119.1万 | 2.7万股 | $141.0万 | 2.7万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.48% | 0.45% | $112.9万 | 1.9万股 | $102.2万 | 1.9万股 | 00.00% | 持仓不变 |
英伟达NVDA |
| 0.46% | 0.42% | $109.4万 | 5,465股 | $96.5万 | 5,531股 | -66股-1.19% | 减仓 |
GE航空GE |
| 0.42% | 0.34% | $100.4万 | 2,686股 | $76.2万 | 2,686股 | 00.00% | 持仓不变 |
伯克希尔哈撒韦BRK.B |
| 0.38% | 0.38% | $90.1万 | 1,800股 | $86.3万 | 1,800股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.33% | 0.31% | $79.0万 | 3,626股 | $71.1万 | 3,626股 | 00.00% | 持仓不变 |
GE VernovaGEV |
| 0.32% | 0.25% | $75.2万 | 640股 | $55.9万 | 640股 | 00.00% | 持仓不变 |
柯蒂斯怀特CW |
| 0.3% | 0.28% | $70.2万 | 926股 | $63.1万 | 926股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.29% | 0.27% | $69.5万 | 928股 | $60.6万 | 928股 | 00.00% | 持仓不变 |
ADPADP |
| 0.29% | 0.28% | $69.4万 | 3,100股 | $63.0万 | 3,100股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.29% | 0.26% | $69.0万 | 2,454股 | $59.5万 | 2,454股 | 00.00% | 持仓不变 |
艾伯维ABBV |
| 0.29% | 0.26% | $68.8万 | 2,733股 | $59.4万 | 2,733股 | 00.00% | 持仓不变 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.28% | 0.25% | $66.0万 | 1,992股 | $57.3万 | 1,992股 | 00.00% | 持仓不变 |
谷歌AGOOGL |
| 0.24% | 0.2% | $56.5万 | 1,580股 | $45.4万 | 1,580股 | 00.00% | 持仓不变 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.21% | 0.18% | $49.5万 | 1.0万股 | $40.4万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.2% | 0.18% | $48.2万 | 1,319股 | $39.9万 | 1,319股 | 00.00% | 持仓不变 |
埃克森美孚XOM |
| 0.2% | 0.26% | $48.0万 | 3,512股 | $59.6万 | 3,512股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.17% | $45.9万 | 1,300股 | $37.6万 | 1,310股 | -10股-0.76% | 减仓 |
家得宝HD |
| 0.19% | 0.19% | $45.4万 | 1,287股 | $42.3万 | 1,287股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.19% | 0.14% | $44.1万 | 2,314股 | $30.8万 | 2,314股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.18% | 0.17% | $43.8万 | 5,432股 | $39.0万 | 1,358股 | +4,074股+300.00% | 加仓 |