| G通用动力VTI |
| 36.27% | 39.02% | $1.16亿 | 31.1万股 | $7,776.1万 | 24.2万股 | +6.9万股+28.49% | 加仓 |
| V先锋领航STAR基金VXUS |
| 14.91% | 13.67% | $4,767.3万 | 55.4万股 | $2,724.9万 | 35.3万股 | +20.0万股+56.65% | 加仓 |
| V先锋领航指数基金VOO |
| 8.21% | 6.49% | $2,626.7万 | 3.8万股 | $1,294.0万 | 2.2万股 | +1.6万股+75.64% | 加仓 |
| V先锋领航·TOTALBND |
| 7.04% | 9.02% | $2,252.9万 | 30.8万股 | $1,798.3万 | 24.5万股 | +6.3万股+25.90% | 加仓 |
| V先锋领航·TOTALBNDX |
| 6.89% | 7.78% | $2,203.4万 | 45.7万股 | $1,550.3万 | 32.3万股 | +13.4万股+41.40% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 4.83% | 2.19% | $1,545.6万 | 18.3万股 | $437.2万 | 5.8万股 | +12.5万股+214.94% | 加仓 |
| V先锋领航指数基金VXF |
| 3.77% | 3.55% | $1,204.5万 | 4.9万股 | $708.3万 | 3.4万股 | +1.5万股+42.99% | 加仓 |
| V先锋领航指数基金VUG |
| 2% | 2.07% | $640.1万 | 7.4万股 | $411.8万 | 9,427股 | +6.4万股+683.36% | 加仓 |
| V先锋领航指数基金VTV |
| 1.63% | 1.79% | $521.1万 | 2.4万股 | $357.0万 | 1.8万股 | +5,548股+30.49% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.55% | 1.67% | $495.7万 | 6.9万股 | $332.4万 | 5.2万股 | +1.7万股+32.92% | 加仓 |
 英伟达NVDA |
| 1.19% | 1.69% | $380.2万 | 1.9万股 | $337.4万 | 1.9万股 | +98股+0.51% | 加仓 |
| I景顺QQQ信托VOO |
| 1.1% | 1.41% | $353.0万 | 4,884股 | $281.9万 | 4,884股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.88% | — | $283.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| V先锋领航全球基金VSGX |
| 0.83% | — | $264.9万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 苹果AAPL |
| 0.68% | 0.86% | $217.7万 | 6,975股 | $172.0万 | 6,776股 | +199股+2.94% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.66% | 0.52% | $212.5万 | 2.6万股 | $103.3万 | 1.3万股 | +1.3万股+106.30% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.54% | 0.41% | $172.1万 | 2.2万股 | $81.8万 | 1.0万股 | +1.1万股+111.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.46% | $123.2万 | 3,376股 | $92.3万 | 3,216股 | +160股+4.98% | 加仓 |
| S嘉信策略信托SCHF |
| 0.38% | 0.38% | $121.3万 | 4.4万股 | $74.8万 | 3.0万股 | +1.3万股+44.18% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.37% | 0.58% | $118.0万 | 2.3万股 | $116.5万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.34% | 0.48% | $108.5万 | 4,454股 | $96.1万 | 4,421股 | +33股+0.75% | 加仓 |
| AAvantis·U SAVUV |
| 0.3% | 0.4% | $96.8万 | 7,820股 | $80.6万 | 7,300股 | +520股+7.12% | 加仓 |
 亚马逊AMZN |
| 0.27% | 0.31% | $86.2万 | 3,529股 | $61.3万 | 2,942股 | +587股+19.95% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.27% | 0.38% | $85.0万 | 3,556股 | $76.5万 | 3,556股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.26% | 0.27% | $84.3万 | 2,794股 | $53.4万 | 2,038股 | +756股+37.10% | 加仓 |
 微软MSFT |
| 0.26% | 0.4% | $83.8万 | 2,166股 | $80.2万 | 2,165股 | +1股+0.05% | 加仓 |
 摩根大通JPM |
| 0.26% | 0.36% | $82.8万 | 2,452股 | $72.1万 | 2,452股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.24% | 0.35% | $77.9万 | 1.0万股 | $70.1万 | 9,111股 | +1,073股+11.78% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.22% | 0.36% | $71.5万 | 9,342股 | $71.3万 | 9,342股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.21% | 0.3% | $68.1万 | 8,422股 | $60.5万 | 2,105股 | +6,317股+300.10% | 加仓 |
 台积电TSM |
| 0.2% | 0.24% | $64.1万 | 1,418股 | $47.9万 | 1,418股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.18% | — | $56.9万 | 3,876股 | $0 | 0股 | +3,876股 | 新买入 |
 雪佛龙CVX |
| 0.16% | 0.29% | $50.1万 | 2,979股 | $57.7万 | 2,788股 | +191股+6.85% | 加仓 |
 博通AVGO |
| 0.16% | 0.17% | $49.9万 | 1,335股 | $33.6万 | 1,085股 | +250股+23.04% | 加仓 |
 帕兰提尔PLTR |
| 0.14% | 0.25% | $44.8万 | 3,381股 | $49.5万 | 3,381股 | 00.00% | 持仓不变 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.12% | — | $36.9万 | 1,084股 | $0 | 0股 | +1,084股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.11% | — | $35.7万 | 4,336股 | $0 | 0股 | +4,336股 | 新买入 |
| IiShares安硕信托IVV |
| 0.11% | — | $34.2万 | 453股 | $0 | 0股 | +453股 | 新买入 |
| V先锋领航债券指数基金BSV |
| 0.11% | 0.14% | $33.9万 | 4,358股 | $27.2万 | 3,474股 | +884股+25.45% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.11% | 0.15% | $33.8万 | 5,634股 | $30.4万 | 5,624股 | +10股+0.18% | 加仓 |
| GGRANITE CONSTRSPHB |
| 0.1% | — | $33.2万 | 2,234股 | $0 | 0股 | +2,234股 | 新买入 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.1% | — | $33.1万 | 4,423股 | $0 | 0股 | +4,423股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.1% | 0.15% | $32.6万 | 1,631股 | $30.1万 | 1,631股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.11% | $32.5万 | 641股 | $22.4万 | 467股 | +174股+37.26% | 加仓 |
 沃尔玛WMT |
| 0.1% | 0.18% | $31.5万 | 2,836股 | $35.2万 | 2,836股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.09% | 0.16% | $30.2万 | 3,452股 | $31.9万 | 3,429股 | +23股+0.67% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.09% | — | $29.9万 | 1,085股 | $0 | 0股 | +1,085股 | 新买入 |
 阿斯麦ASML |
| 0.09% | 0.11% | $29.7万 | 163股 | $21.5万 | 163股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.08% | — | $25.1万 | 2,959股 | $0 | 0股 | +2,959股 | 新买入 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.08% | — | $24.0万 | 6,946股 | $0 | 0股 | +6,946股 | 新买入 |
