| V先锋领航指数基金VOO |
| 19.24% | 18.37% | $2,903.1万 | 4.2万股 | $2,433.8万 | 4.1万股 | +1,539股+3.78% | 加仓 |
| V先锋领航·FTSEVEA |
| 16.59% | 16.49% | $2,503.6万 | 35.1万股 | $2,184.9万 | 34.1万股 | +1.0万股+3.05% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 7.9% | 8.43% | $1,192.6万 | 22.8万股 | $1,116.1万 | 21.5万股 | +1.3万股+6.02% | 加仓 |
| V先锋领航指数基金VB |
| 5.57% | 5.19% | $840.0万 | 2.8万股 | $686.9万 | 2.6万股 | +1,487股+5.67% | 加仓 |
| S嘉信策略信托SCHD |
| 5.36% | 5.6% | $809.4万 | 25.5万股 | $741.8万 | 24.2万股 | +1.3万股+5.58% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 5.35% | 5.37% | $806.9万 | 3.8万股 | $711.8万 | 3.7万股 | +832股+2.24% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.4% | 3.43% | $512.4万 | 8.6万股 | $454.3万 | 8.4万股 | +1,781股+2.12% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.94% | 3.2% | $443.1万 | 5.7万股 | $424.0万 | 5.4万股 | +2,800股+5.18% | 加仓 |
| G通用动力VTI |
| 2.77% | 2.76% | $418.3万 | 1.1万股 | $365.0万 | 1.1万股 | -74股-0.65% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.61% | 2.78% | $393.3万 | 4.8万股 | $368.1万 | 4.4万股 | +3,107股+6.99% | 加仓 |
| IiShares安硕信托GVI |
| 2.34% | 2.69% | $353.1万 | 3.3万股 | $356.1万 | 3.3万股 | -274股-0.82% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 2.33% | 2.53% | $351.1万 | 7.3万股 | $335.3万 | 7.2万股 | +1,238股+1.73% | 加仓 |
| V先锋领航指数基金VXF |
| 2.18% | 2.16% | $329.6万 | 1.3万股 | $285.9万 | 1.4万股 | -505股-3.64% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.02% | 2.06% | $305.4万 | 9.8万股 | $273.5万 | 9.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 1.95% | 2.02% | $293.5万 | 3.1万股 | $267.0万 | 3.1万股 | -65股-0.21% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.74% | 1.66% | $261.9万 | 6.9万股 | $220.0万 | 6.8万股 | +963股+1.42% | 加仓 |
| IiShares安硕信托GVI |
| 1.63% | 1.83% | $245.5万 | 2.3万股 | $242.2万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.57% | 1.63% | $236.6万 | 1.1万股 | $215.8万 | 1.1万股 | -142股-1.29% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.26% | 1.2% | $190.7万 | 6,347股 | $159.3万 | 6,422股 | -75股-1.17% | 减仓 |
 苹果AAPL |
| 1.04% | 1.04% | $156.7万 | 5,416股 | $137.5万 | 5,416股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1% | 1% | $151.6万 | 2,155股 | $133.0万 | 2,157股 | -2股-0.09% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.94% | 0.97% | $141.7万 | 1.8万股 | $129.0万 | 1.7万股 | +1,674股+10.04% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.78% | 0.78% | $117.5万 | 9,195股 | $103.7万 | 9,451股 | -256股-2.71% | 减仓 |
| V先锋领航市政债券基金VTEI |
| 0.61% | 0.69% | $92.8万 | 9,189股 | $91.8万 | 9,189股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.6% | 0.63% | $91.1万 | 3,823股 | $83.4万 | 4,005股 | -182股-4.54% | 减仓 |
| V先锋领航·MIDVO |
| 0.58% | 0.54% | $87.0万 | 1.1万股 | $71.5万 | 2,489股 | +8,313股+333.99% | 加仓 |
| S道富SPYM |
| 0.55% | 0.56% | $82.3万 | 9,362股 | $74.1万 | 9,686股 | -324股-3.35% | 减仓 |
 艾伯维ABBV |
| 0.35% | 0.35% | $53.0万 | 2,105股 | $45.7万 | 2,103股 | +2股+0.10% | 加仓 |
| S嘉信·USSCHX |
| 0.31% | 0.31% | $47.1万 | 1.6万股 | $41.0万 | 1.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.31% | 0.31% | $46.0万 | 1,234股 | $40.4万 | 1,092股 | +142股+13.00% | 加仓 |
 谷歌AGOOGL |
| 0.29% | 0.25% | $43.6万 | 1,219股 | $32.9万 | 1,143股 | +76股+6.65% | 加仓 |
| I景顺交易所交易基金信托EQWL |
| 0.23% | 0.24% | $35.0万 | 2,710股 | $31.2万 | 2,710股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPGM |
| 0.22% | 0.22% | $33.0万 | 3,849股 | $29.5万 | 3,903股 | -54股-1.38% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.21% | 0.21% | $31.7万 | 2,017股 | $27.6万 | 1,996股 | +21股+1.05% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.21% | 0.18% | $31.6万 | 1.1万股 | $23.4万 | 9,334股 | +1,566股+16.78% | 加仓 |
 礼来LLY |
| 0.21% | 0.18% | $31.5万 | 262股 | $24.1万 | 262股 | 00.00% | 持仓不变 |
| IINVESCO S&P 500 PURE GROWTH ETFRPG |
| 0.2% | 0.17% | $30.7万 | 4,805股 | $22.5万 | 4,805股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.2% | 0.28% | $30.3万 | 2,216股 | $37.6万 | 2,216股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.19% | 0.2% | $28.9万 | 882股 | $25.9万 | 882股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | 0.21% | $28.2万 | 564股 | $28.0万 | 584股 | -20股-3.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.17% | $27.1万 | 768股 | $22.0万 | 768股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.18% | 0.17% | $26.4万 | 7,593股 | $23.2万 | 7,593股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.17% | 0.19% | $26.2万 | 5,257股 | $25.4万 | 5,092股 | +165股+3.24% | 加仓 |
 GE航空GE |
| 0.17% | — | $25.8万 | 691股 | $0 | 0股 | +691股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.17% | 0.22% | $25.3万 | 688股 | $29.6万 | 688股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.16% | 0.19% | $24.3万 | 1,660股 | $24.8万 | 1,716股 | -56股-3.26% | 减仓 |
 雅培ABT |
| 0.16% | 0.2% | $23.6万 | 2,603股 | $26.6万 | 2,591股 | +12股+0.46% | 加仓 |
 GE VernovaGEV |
| 0.16% | — | $23.6万 | 201股 | $0 | 0股 | +201股 | 新买入 |
| S嘉信·USSCHA |
| 0.15% | — | $22.3万 | 6,182股 | $0 | 0股 | +6,182股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.14% | — | $21.0万 | 281股 | $0 | 0股 | +281股 | 新买入 |
