| V先锋领航指数基金VOO |
| 7.31% | 6.82% | $856.0万 | 1.2万股 | $733.9万 | 1.2万股 | +182股+1.48% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 6.91% | 7.12% | $808.6万 | 16.0万股 | $766.7万 | 15.3万股 | +6,255股+4.08% | 加仓 |
| IiShares安硕信托GVI |
| 5.26% | 5.66% | $616.0万 | 5.7万股 | $609.8万 | 5.7万股 | -204股-0.36% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 4.54% | 4.56% | $531.7万 | 8.7万股 | $490.8万 | 8.8万股 | -1,899股-2.15% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.04% | 4.3% | $473.1万 | 5.7万股 | $462.9万 | 5.6万股 | +1,300股+2.32% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.7% | 4.29% | $433.5万 | 7.7万股 | $461.4万 | 8.1万股 | -4,657股-5.72% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.13% | 3.08% | $366.2万 | 1.5万股 | $331.3万 | 1.5万股 | +68股+0.44% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 3.09% | 3.74% | $362.0万 | 7.7万股 | $402.7万 | 8.5万股 | -8,352股-9.81% | 减仓 |
| PPimco Active Bond ETFBOND |
| 3.05% | 3.31% | $357.6万 | 3.9万股 | $355.9万 | 3.9万股 | +214股+0.55% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.05% | 3.31% | $356.9万 | 7.8万股 | $356.0万 | 7.8万股 | +421股+0.54% | 加仓 |
| SSPDR道富指数基金SPDW |
| 3% | 3.03% | $350.7万 | 7.0万股 | $326.7万 | 7.2万股 | -1,968股-2.75% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.99% | 2.76% | $350.1万 | 4.3万股 | $296.8万 | 4.2万股 | +871股+2.08% | 加仓 |
| IiShares安硕信托CMF |
| 2.6% | 2.64% | $304.8万 | 5.3万股 | $283.9万 | 5.0万股 | +2,961股+5.93% | 加仓 |
| V先锋领航·MIDVO |
| 2.54% | 2.45% | $297.1万 | 3.7万股 | $264.3万 | 9,202股 | +2.8万股+300.77% | 加仓 |
| V先锋领航白厅基金VNQ |
| 2.54% | 2.61% | $297.0万 | 3.2万股 | $280.9万 | 3.2万股 | +46股+0.14% | 加仓 |
| S道富SPMD |
| 2.44% | 2.33% | $285.4万 | 4.2万股 | $251.1万 | 4.2万股 | -156股-0.37% | 减仓 |
| SSPDR道富指数基金QEFA |
| 2.16% | 2.3% | $252.9万 | 2.6万股 | $247.5万 | 2.7万股 | -188股-0.71% | 减仓 |
 英伟达NVDA |
| 2.15% | 2.04% | $251.6万 | 1.3万股 | $219.4万 | 1.3万股 | -4股-0.03% | 减仓 |
| IiShares安硕信托IVV |
| 2.03% | 1.96% | $237.2万 | 3,168股 | $211.4万 | 3,236股 | -68股-2.10% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.96% | 1.86% | $229.2万 | 3,069股 | $200.5万 | 3,083股 | -14股-0.45% | 减仓 |
| V先锋领航指数基金VB |
| 1.81% | 1.71% | $211.5万 | 6,976股 | $183.9万 | 7,021股 | -45股-0.64% | 减仓 |
| S道富SPSM |
| 1.8% | 1.67% | $210.8万 | 3.7万股 | $179.8万 | 3.7万股 | -659股-1.77% | 减仓 |
| IiShares安硕信托STIP |
| 1.73% | 1.75% | $202.1万 | 2.0万股 | $188.4万 | 1.8万股 | +1,559股+8.56% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.71% | 1.81% | $199.7万 | 1.3万股 | $194.7万 | 1.3万股 | -510股-3.88% | 减仓 |
| IiShares安硕·COREIJH |
| 1.58% | 1.5% | $184.4万 | 2.4万股 | $161.6万 | 2.4万股 | -20股-0.08% | 减仓 |
 苹果AAPL |
| 1.44% | 1.38% | $168.8万 | 5,834股 | $148.1万 | 5,835股 | -1股-0.02% | 减仓 |
| SSPDR道富系列信托ONEV |
| 1.38% | 1.41% | $161.7万 | 1.1万股 | $151.9万 | 1.1万股 | -21股-0.19% | 减仓 |
| J摩根大通交易所交易基金JPRE |
| 1.36% | 1.36% | $159.0万 | 3.0万股 | $146.6万 | 3.1万股 | -29股-0.10% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.14% | 1.23% | $134.0万 | 3.4万股 | $132.7万 | 3.5万股 | -921股-2.66% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 1.12% | 1.12% | $131.1万 | 4.5万股 | $120.3万 | 4.5万股 | +27股+0.06% | 加仓 |
| IiShares安硕信托SHYG |
| 1.05% | 1.12% | $123.3万 | 2.9万股 | $120.6万 | 2.8万股 | +577股+2.02% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.96% | 0.98% | $112.7万 | 1.1万股 | $105.3万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.94% | 0.86% | $109.7万 | 1.1万股 | $92.5万 | 1.2万股 | -1,027股-8.74% | 减仓 |
 微软MSFT |
| 0.89% | 0.96% | $103.9万 | 2,786股 | $102.9万 | 2,781股 | +5股+0.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.67% | $89.0万 | 2,519股 | $72.3万 | 2,519股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.7% | 0.62% | $82.4万 | 2,306股 | $66.3万 | 2,306股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.7% | 0.66% | $81.5万 | 3,421股 | $71.2万 | 3,421股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.69% | 0.73% | $80.3万 | 9,759股 | $78.7万 | 1.0万股 | -272股-2.71% | 减仓 |
| IiShares安硕·COREIJR |
| 0.67% | 0.61% | $78.2万 | 5,271股 | $65.7万 | 5,286股 | -15股-0.28% | 减仓 |
 美光科技MU |
| 0.59% | 0.19% | $69.3万 | 600股 | $20.8万 | 615股 | -15股-2.44% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.57% | 0.61% | $67.1万 | 1.7万股 | $66.0万 | 1.6万股 | +220股+1.34% | 加仓 |
| IiShares安硕信托IJK |
| 0.54% | 0.51% | $63.5万 | 5,404股 | $54.4万 | 5,404股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.52% | 0.51% | $60.9万 | 1,862股 | $54.9万 | 1,868股 | -6股-0.32% | 减仓 |
| IiShares安硕信托IWS |
| 0.48% | 0.46% | $56.3万 | 3,422股 | $49.9万 | 3,422股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.46% | 0.46% | $54.4万 | 7,637股 | $49.1万 | 7,661股 | -24股-0.31% | 减仓 |
 AMD超威AMD |
| 0.43% | — | $50.9万 | 876股 | $0 | 0股 | +876股 | 新买入 |
 应用材料AMAT |
| 0.43% | 0.22% | $49.8万 | 689股 | $23.5万 | 689股 | 00.00% | 持仓不变 |
| IiShares安硕信托NYF |
| 0.39% | 0.42% | $45.7万 | 8,472股 | $45.0万 | 8,472股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.37% | 0.33% | $43.4万 | 2,432股 | $35.2万 | 2,432股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.37% | 0.33% | $43.1万 | 1,142股 | $35.3万 | 1,142股 | 00.00% | 持仓不变 |
