| G通用动力VTI |
| 23.95% | 24% | $1.88亿 | 50.7万股 | $1.63亿 | 50.7万股 | -301股-0.06% | 减仓 |
| V先锋领航STAR基金VXUS |
| 7.7% | 7.83% | $6,029.4万 | 70.5万股 | $5,308.6万 | 68.8万股 | +1.7万股+2.45% | 加仓 |
| V先锋领航指数基金VOO |
| 7.22% | 7.51% | $5,656.8万 | 8.2万股 | $5,090.6万 | 8.5万股 | -2,828股-3.32% | 减仓 |
 CINCINNATI FINL COMCINF |
| 7.07% | 6.91% | $5,538.5万 | 29.8万股 | $4,683.4万 | 29.8万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 6.76% | 7.14% | $5,296.6万 | 63.2万股 | $4,838.8万 | 64.4万股 | -1.2万股-1.84% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 6.08% | 8.1% | $4,764.6万 | 94.2万股 | $5,491.7万 | 110.1万股 | -15.9万股-14.42% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 6% | 4.26% | $4,699.9万 | 61.5万股 | $2,886.9万 | 38.4万股 | +23.1万股+60.14% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.7% | 2.44% | $2,117.7万 | 25.6万股 | $1,651.4万 | 20.0万股 | +5.7万股+28.40% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.42% | 2.51% | $1,892.1万 | 26.6万股 | $1,701.6万 | 26.6万股 | +9股+0.00% | 加仓 |
| V先锋领航指数基金VXF |
| 2.17% | 2.09% | $1,696.1万 | 6.9万股 | $1,417.6万 | 6.9万股 | +9股+0.01% | 加仓 |
| V先锋领航·TOTALBND |
| 1.86% | 1.94% | $1,454.8万 | 19.8万股 | $1,313.7万 | 17.8万股 | +2.0万股+11.09% | 加仓 |
 特斯拉TSLA |
| 1.66% | 0.04% | $1,297.7万 | 3.1万股 | $26.2万 | 706股 | +3.0万股+4,270.25% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.38% | 1.43% | $1,082.3万 | 22.3万股 | $970.5万 | 20.2万股 | +2.2万股+10.65% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.34% | 1.32% | $1,049.3万 | 12.8万股 | $895.0万 | 12.6万股 | +1,832股+1.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.19% | 1.2% | $934.2万 | 1.3万股 | $813.6万 | 1.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.97% | 0.98% | $763.0万 | 2.6万股 | $662.1万 | 2.6万股 | +279股+1.07% | 加仓 |
 微软MSFT |
| 0.82% | 0.94% | $638.5万 | 1.7万股 | $635.9万 | 1.7万股 | -61股-0.36% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.66% | 0.76% | $518.9万 | 5.1万股 | $516.9万 | 5.1万股 | +109股+0.21% | 加仓 |
 谷歌AGOOGL |
| 0.51% | 0.47% | $400.6万 | 1.1万股 | $316.9万 | 1.1万股 | +189股+1.71% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.49% | 0.49% | $381.3万 | 1.4万股 | $329.4万 | 1.4万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.44% | 0.45% | $343.6万 | 11.9万股 | $303.7万 | 12.1万股 | -2,345股-1.94% | 减仓 |
| V先锋领航市政债券基金VSDM |
| 0.4% | 0.36% | $313.0万 | 4.1万股 | $246.1万 | 3.2万股 | +8,581股+26.60% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.39% | 0.42% | $308.7万 | 8.4万股 | $282.1万 | 8.3万股 | +744股+0.90% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.38% | 0.42% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.37% | 0.38% | $293.3万 | 1.2万股 | $254.3万 | 1.2万股 | +95股+0.78% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.34% | 0.28% | $265.4万 | 3.4万股 | $190.6万 | 2.5万股 | +9,731股+39.51% | 加仓 |
| V先锋领航指数基金VTV |
| 0.33% | 0.34% | $255.7万 | 1.2万股 | $230.2万 | 1.2万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.32% | 0.29% | $253.5万 | 3,443股 | $197.7万 | 3,426股 | +17股+0.50% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.32% | 0.35% | $252.0万 | 2.4万股 | $235.6万 | 2.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.32% | 0.32% | $251.7万 | 1.3万股 | $217.2万 | 1.2万股 | +126股+1.01% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.32% | 0.3% | $250.2万 | 8,329股 | $206.2万 | 8,314股 | +15股+0.18% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.32% | 0.32% | $249.8万 | 3,551股 | $219.0万 | 3,551股 | 00.00% | 持仓不变 |
| IiShares安硕信托DSI |
| 0.32% | — | $249.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.32% | 0.35% | $247.3万 | 3.1万股 | $234.6万 | 3.0万股 | +1,698股+5.74% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.3% | $231.3万 | 7,065股 | $205.7万 | 6,993股 | +72股+1.03% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.28% | 0.29% | $220.4万 | 9,071股 | $197.1万 | 9,071股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.28% | 0.22% | $217.3万 | 7,290股 | $150.7万 | 7,763股 | -473股-6.09% | 减仓 |
 VisaV |
| 0.27% | 0.32% | $212.5万 | 6,195股 | $217.7万 | 7,202股 | -1,007股-13.98% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.25% | 0.24% | $198.1万 | 2.4万股 | $163.8万 | 2.4万股 | +448股+1.87% | 加仓 |
 宝洁PG |
| 0.24% | 0.28% | $188.0万 | 1.3万股 | $187.9万 | 1.3万股 | -190股-1.46% | 减仓 |
 Meta平台META |
| 0.24% | 0.28% | $186.9万 | 3,318股 | $192.1万 | 3,358股 | -40股-1.19% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.22% | 0.23% | $169.5万 | 7,967股 | $153.9万 | 8,017股 | -50股-0.62% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.21% | 0.22% | $167.1万 | 2.2万股 | $150.3万 | 2.2万股 | 00.00% | 持仓不变 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.21% | 0.07% | $166.1万 | 2.1万股 | $49.6万 | 6,388股 | +1.5万股+235.18% | 加仓 |
 安费诺APH |
| 0.21% | 0.17% | $162.9万 | 9,226股 | $116.6万 | 9,226股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.2% | 0.21% | $160.5万 | 5,295股 | $139.9万 | 5,340股 | -45股-0.84% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.2% | 0.21% | $156.0万 | 2.6万股 | $141.1万 | 2.6万股 | +20股+0.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.18% | $155.0万 | 4,388股 | $123.6万 | 4,308股 | +80股+1.86% | 加仓 |
| IiShares安硕信托GVI |
| 0.18% | 0.64% | $139.2万 | 1.3万股 | $432.3万 | 4.1万股 | -2.8万股-68.25% | 减仓 |
| V先锋领航全球基金VGT |
| 0.17% | 0.14% | $132.7万 | 1.1万股 | $96.8万 | 1,387股 | +9,713股+700.29% | 加仓 |
