| V先锋领航指数基金VOO |
| 23.59% | 23.07% | $3,385.9万 | 4.9万股 | $2,953.5万 | 4.9万股 | -129股-0.26% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 10.63% | 11.87% | $1,525.9万 | 50.8万股 | $1,519.4万 | 50.5万股 | +3,174股+0.63% | 加仓 |
| V先锋领航指数基金VUG |
| 7.58% | 7.25% | $1,087.6万 | 12.6万股 | $927.5万 | 2.1万股 | +10.5万股+494.63% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6.75% | 6.69% | $968.9万 | 21.8万股 | $856.6万 | 22.0万股 | -2,027股-0.92% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 6.59% | 6.48% | $946.4万 | 17.5万股 | $829.0万 | 17.4万股 | +755股+0.43% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.89% | 5.02% | $701.3万 | 13.9万股 | $642.5万 | 12.7万股 | +1.2万股+9.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.1% | 3.73% | $588.1万 | 1.7万股 | $477.5万 | 1.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 4.08% | 3.68% | $586.1万 | 1.6万股 | $471.6万 | 1.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 3.47% | 3.39% | $498.4万 | 1.3万股 | $434.0万 | 1.4万股 | -60股-0.44% | 减仓 |
| IiShares安硕信托USMV |
| 2.74% | 3.01% | $392.9万 | 4.1万股 | $384.7万 | 4.1万股 | -745股-1.80% | 减仓 |
| DDimensional维度·USDFUV |
| 2.38% | 2.36% | $342.0万 | 6.2万股 | $302.0万 | 6.2万股 | -150股-0.24% | 减仓 |
| IiShares安硕·COREIJR |
| 2.35% | 2.18% | $337.3万 | 2.3万股 | $278.6万 | 2.2万股 | +331股+1.48% | 加仓 |
| S嘉信策略信托SCHD |
| 2.23% | 2.38% | $319.4万 | 10.1万股 | $305.3万 | 9.9万股 | +1,237股+1.24% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.02% | 1.98% | $289.5万 | 3.4万股 | $253.0万 | 3.3万股 | +1,048股+3.19% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.93% | 2.14% | $277.7万 | 3.6万股 | $273.8万 | 3.5万股 | +722股+2.07% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.63% | 1.77% | $234.1万 | 5.1万股 | $226.0万 | 5.0万股 | +1,920股+3.88% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.58% | 1.4% | $226.9万 | 4.4万股 | $179.3万 | 4.0万股 | +4,145股+10.43% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.38% | 1.39% | $198.6万 | 4.8万股 | $178.5万 | 4.6万股 | +2,329股+5.08% | 加仓 |
| IiShares安硕信托IVV |
| 1.01% | 0.99% | $145.6万 | 1,944股 | $126.4万 | 1,935股 | +9股+0.47% | 加仓 |
| V先锋领航指数基金VTV |
| 0.94% | 0.95% | $135.2万 | 6,203股 | $121.7万 | 6,203股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.93% | 1.09% | $132.9万 | 2.5万股 | $139.2万 | 2.6万股 | -1,128股-4.26% | 减仓 |
| IiShares安硕信托IWD |
| 0.77% | 0.76% | $109.9万 | 4,535股 | $96.9万 | 4,535股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.52% | 0.48% | $74.5万 | 2,480股 | $61.5万 | 2,480股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.51% | 0.51% | $73.1万 | 3,009股 | $65.4万 | 3,009股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.45% | 0.4% | $64.0万 | 1.6万股 | $51.7万 | 1.5万股 | +639股+4.18% | 加仓 |
 微软MSFT |
| 0.43% | 0.48% | $62.1万 | 1,665股 | $61.6万 | 1,665股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.4% | 0.42% | $57.8万 | 5,560股 | $54.0万 | 5,560股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.38% | 0.43% | $54.4万 | 6,889股 | $54.6万 | 6,889股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.32% | 0.31% | $45.8万 | 1,627股 | $39.4万 | 1,627股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.31% | 0.32% | $44.0万 | 4,566股 | $40.3万 | 4,546股 | +20股+0.44% | 加仓 |
| IiShares安硕信托GVI |
| 0.27% | 0.19% | $38.7万 | 3,598股 | $23.9万 | 2,248股 | +1,350股+60.05% | 加仓 |
 苹果AAPL |
| 0.27% | 0.26% | $38.2万 | 1,321股 | $33.5万 | 1,321股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.26% | 0.29% | $37.7万 | 3,811股 | $36.5万 | 3,676股 | +135股+3.67% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.24% | 0.25% | $35.0万 | 1,481股 | $31.9万 | 1,481股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.24% | 0.31% | $34.5万 | 1,350股 | $39.1万 | 2,875股 | -1,525股-53.04% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.21% | 0.21% | $30.2万 | 4,320股 | $27.0万 | 4,320股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DCOR |
| 0.21% | 0.2% | $29.8万 | 3,639股 | $26.2万 | 3,639股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.21% | 0.23% | $29.5万 | 4,020股 | $29.9万 | 4,060股 | -40股-0.99% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.21% | 0.21% | $29.5万 | 4,936股 | $26.7万 | 4,936股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.19% | 0.17% | $27.3万 | 1,886股 | $22.4万 | 1,887股 | -1股-0.05% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.18% | 0.21% | $26.0万 | 3,468股 | $27.2万 | 3,718股 | -250股-6.72% | 减仓 |
| S嘉信策略信托SCHF |
| 0.17% | 0.17% | $25.0万 | 9,010股 | $22.3万 | 9,010股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.16% | — | $22.8万 | 3,197股 | $0 | 0股 | +3,197股 | 新买入 |
 埃克森美孚XOM |
| 0.15% | 0.22% | $21.6万 | 1,583股 | $28.1万 | 1,659股 | -76股-4.58% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.14% | — | $20.0万 | 2,433股 | $0 | 0股 | +2,433股 | 新买入 |
