| V先锋领航指数基金VBK |
| 8.17% | 7.62% | $1,306.6万 | 3.6万股 | $1,094.6万 | 3.6万股 | -484股-1.34% | 减仓 |
| V先锋领航·SMALLVBR |
| 7.94% | 7.71% | $1,269.9万 | 5.2万股 | $1,108.6万 | 5.1万股 | +1,231股+2.41% | 加仓 |
| V先锋领航指数基金VOT |
| 7.62% | 7.12% | $1,217.9万 | 4.0万股 | $1,023.8万 | 4.0万股 | -22股-0.06% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 7.6% | 7.58% | $1,214.6万 | 6.1万股 | $1,088.9万 | 5.9万股 | +2,373股+4.02% | 加仓 |
| V先锋领航全球基金MGV |
| 6.23% | 5.89% | $996.6万 | 6.1万股 | $846.7万 | 5.8万股 | +2,562股+4.39% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 5.86% | 5.48% | $937.4万 | 10.7万股 | $787.0万 | 2.1万股 | +8.5万股+397.84% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 4.69% | 4.86% | $749.4万 | 4.9万股 | $698.0万 | 4.8万股 | +689股+1.44% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.61% | 4.64% | $737.0万 | 12.3万股 | $667.4万 | 12.3万股 | -6股-0.00% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 3.9% | 3.82% | $623.0万 | 7.4万股 | $548.5万 | 7.3万股 | +1,353股+1.85% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.24% | 3.37% | $517.9万 | 6.6万股 | $484.4万 | 6.1万股 | +4,434股+7.26% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 3.2% | 3.26% | $510.9万 | 9.3万股 | $469.2万 | 8.5万股 | +7,843股+9.25% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.14% | 3.32% | $501.8万 | 6.4万股 | $477.7万 | 6.1万股 | +3,486股+5.72% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.12% | 3.1% | $498.5万 | 6.0万股 | $444.9万 | 5.4万股 | +6,551股+12.18% | 加仓 |
| IiShares安硕信托IEI |
| 3.03% | 3.18% | $483.9万 | 4.1万股 | $456.6万 | 3.9万股 | +2,696股+7.00% | 加仓 |
| IINVESCO DB COMMODITY INDEX TRACKING FUNDDBC |
| 2.94% | 3.34% | $469.4万 | 17.6万股 | $479.9万 | 16.6万股 | +1.0万股+6.21% | 加仓 |
| IiShares安硕信托HYG |
| 2.28% | 2.31% | $364.2万 | 4.6万股 | $331.8万 | 4.2万股 | +3,840股+9.21% | 加仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 2.27% | 2.26% | $362.5万 | 7.9万股 | $325.4万 | 7.2万股 | +7,551股+10.51% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 2.17% | 2.38% | $346.9万 | 21.8万股 | $342.6万 | 19.8万股 | +2.1万股+10.44% | 加仓 |
| IiShares安硕信托EMB |
| 1.67% | 1.69% | $266.3万 | 2.8万股 | $243.0万 | 2.6万股 | +1,744股+6.74% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.66% | 1.7% | $264.9万 | 3.9万股 | $244.8万 | 3.7万股 | +2,141股+5.75% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.63% | 1.68% | $261.3万 | 5.4万股 | $241.3万 | 5.0万股 | +3,737股+7.44% | 加仓 |
| IiShares安硕信托LQD |
| 1.63% | 1.7% | $260.5万 | 2.4万股 | $243.7万 | 2.2万股 | +1,526股+6.82% | 加仓 |
 通用动力GD |
| 1.33% | 1.44% | $212.9万 | 6,011股 | $206.3万 | 6,011股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.29% | 1.24% | $206.3万 | 2,762股 | $178.1万 | 2,739股 | +23股+0.84% | 加仓 |
| V先锋领航指数基金VTV |
| 0.9% | 0.94% | $143.8万 | 6,600股 | $134.6万 | 6,859股 | -259股-3.78% | 减仓 |
| V先锋领航指数基金VUG |
| 0.84% | 0.83% | $133.6万 | 1.6万股 | $119.9万 | 2,744股 | +1.3万股+465.20% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.64% | 0.64% | $102.1万 | 9,824股 | $92.3万 | 9,506股 | +318股+3.35% | 加仓 |
| N新纪元能源NEE |
| 0.5% | 0.59% | $79.9万 | 9,103股 | $84.5万 | 9,103股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.42% | 0.45% | $67.8万 | 6,853股 | $64.2万 | 6,469股 | +384股+5.94% | 加仓 |
 可口可乐KO |
| 0.4% | 0.42% | $64.5万 | 7,938股 | $60.4万 | 7,938股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.4% | 0.37% | $64.0万 | 7,721股 | $53.9万 | 7,721股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.4% | 0.4% | $63.9万 | 8,397股 | $57.5万 | 8,397股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.39% | 0.41% | $62.4万 | 7,579股 | $59.4万 | 7,579股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.38% | 0.38% | $60.6万 | 1,852股 | $54.5万 | 1,852股 | 00.00% | 持仓不变 |
| CCACI国际CACI |
| 0.38% | 0.49% | $60.2万 | 1,300股 | $70.7万 | 1,300股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.33% | 0.28% | $52.5万 | 1,405股 | $39.9万 | 1,405股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.3% | 0.25% | $48.2万 | 410股 | $35.8万 | 410股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.22% | 0.24% | $35.1万 | 2,391股 | $34.5万 | 2,391股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.21% | 0.2% | $33.5万 | 477股 | $28.6万 | 464股 | +13股+2.80% | 加仓 |
 埃克森美孚XOM |
| 0.18% | 0.25% | $28.9万 | 2,114股 | $35.8万 | 2,111股 | +3股+0.14% | 加仓 |
 亚马逊AMZN |
| 0.18% | 0.21% | $28.6万 | 1,199股 | $29.8万 | 1,430股 | -231股-16.15% | 减仓 |
 特灵科技TT |
| 0.16% | 0.15% | $25.0万 | 509股 | $21.2万 | 509股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.15% | 0.14% | $23.2万 | 976股 | $20.2万 | 976股 | 00.00% | 持仓不变 |
| WWEC ENERGY COMIDU |
| 0.14% | 0.16% | $22.5万 | 1,929股 | $22.3万 | 1,929股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.13% | 0.16% | $20.7万 | 1,829股 | $22.7万 | 1,829股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.11% | 0.12% | $18.3万 | 719股 | $17.6万 | 719股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.1% | 0.1% | $16.2万 | 998股 | $14.5万 | 998股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.09% | 0.13% | $14.2万 | 3,362股 | $18.2万 | 3,618股 | -256股-7.08% | 减仓 |
| V先锋领航指数基金VB |
| 0.08% | 0.1% | $12.4万 | 411股 | $14.6万 | 556股 | -145股-26.08% | 减仓 |
| G通用动力VTI |
| 0.06% | 0.06% | $10.1万 | 273股 | $9.0万 | 282股 | -9股-3.19% | 减仓 |
