| V先锋领航指数基金VOO |
| 15.29% | 16.07% | $1,594.0万 | 2.3万股 | $1,424.0万 | 2.4万股 | -591股-2.48% | 减仓 |
| SSPDR道富指数基金SPDW |
| 10.18% | 10.7% | $1,060.6万 | 21.0万股 | $948.5万 | 20.8万股 | +2,931股+1.41% | 加仓 |
 苹果AAPL |
| 10.16% | 10.73% | $1,059.0万 | 3.7万股 | $950.7万 | 3.7万股 | -862股-2.30% | 减仓 |
| IiShares安硕信托SUSL |
| 8.96% | 7.68% | $934.0万 | 7.0万股 | $680.2万 | 6.0万股 | +1.0万股+17.50% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 7.41% | 7.11% | $772.5万 | 7.5万股 | $629.7万 | 6.6万股 | +9,281股+14.09% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 6.74% | 7.68% | $702.7万 | 13.9万股 | $680.8万 | 13.6万股 | +2,476股+1.81% | 加仓 |
| IiShares安硕信托IUSB |
| 6.55% | 7.27% | $682.4万 | 14.8万股 | $644.2万 | 13.9万股 | +8,393股+6.02% | 加仓 |
| IiShares安硕信托AGG |
| 5.08% | 5.59% | $529.9万 | 10.5万股 | $495.3万 | 9.9万股 | +5,752股+5.81% | 加仓 |
| V先锋领航指数基金VXF |
| 3.78% | 3.61% | $393.8万 | 1.6万股 | $319.7万 | 1.6万股 | +481股+3.10% | 加仓 |
| IiShares安硕信托EUSB |
| 3.2% | 2.24% | $333.1万 | 7.7万股 | $198.8万 | 4.6万股 | +3.1万股+67.80% | 加仓 |
| SSPDR道富指数基金SPEM |
| 3.1% | 3.21% | $322.8万 | 6.2万股 | $284.2万 | 6.1万股 | +1,838股+3.04% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 3.06% | 2.76% | $318.9万 | 4.4万股 | $244.4万 | 4.5万股 | -966股-2.16% | 减仓 |
| G通用动力VTI |
| 2.56% | 2.6% | $266.3万 | 7,197股 | $230.8万 | 7,194股 | +3股+0.04% | 加仓 |
| NNUVEEN ESGNUSC |
| 2.2% | 2.06% | $229.1万 | 4.4万股 | $182.5万 | 4.0万股 | +3,469股+8.57% | 加仓 |
| IiShares安硕信托GVI |
| 1.42% | 1.5% | $147.9万 | 1.4万股 | $132.5万 | 1.2万股 | +1,258股+10.08% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.28% | 1.26% | $133.8万 | 1.0万股 | $111.7万 | 9,950股 | +167股+1.68% | 加仓 |
| IiShares安硕信托IVV |
| 1.22% | 0.41% | $127.4万 | 1,701股 | $36.2万 | 554股 | +1,147股+207.04% | 加仓 |
| IiShares安硕信托ITOT |
| 1.21% | — | $126.3万 | 7,720股 | $0 | 0股 | +7,720股 | 新买入 |
| IiShares安硕ESGE |
| 0.55% | 0.6% | $57.2万 | 1.0万股 | $52.9万 | 1.2万股 | -1,180股-10.14% | 减仓 |
 微软MSFT |
| 0.52% | 0.67% | $53.8万 | 1,441股 | $59.5万 | 1,606股 | -165股-10.27% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.44% | 0.59% | $45.3万 | 9,564股 | $52.4万 | 1.1万股 | -1,456股-13.21% | 减仓 |
| IiShares安硕信托SGOV |
| 0.43% | — | $45.1万 | 4,483股 | $0 | 0股 | +4,483股 | 新买入 |
| V先锋领航·TOTALBNDX |
| 0.43% | 0.57% | $44.9万 | 9,267股 | $50.1万 | 1.0万股 | -1,160股-11.12% | 减仓 |
| IiShares安硕信托IEFA |
| 0.43% | — | $44.5万 | 4,605股 | $0 | 0股 | +4,605股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.39% | 0.48% | $40.6万 | 2,585股 | $42.9万 | 3,099股 | -514股-16.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.34% | $37.6万 | 1,065股 | $30.6万 | 1,065股 | 00.00% | 持仓不变 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.33% | 0.37% | $34.7万 | 6,960股 | $33.0万 | 6,960股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.37% | $33.9万 | 678股 | $32.5万 | 678股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.29% | 0.28% | $30.7万 | 813股 | $25.2万 | 813股 | 00.00% | 持仓不变 |
| JJPMorgan Sustainable Municipal Income ETFJMSI |
| 0.29% | 0.43% | $30.3万 | 6,015股 | $37.8万 | 7,593股 | -1,578股-20.78% | 减仓 |
 英伟达NVDA |
| 0.27% | 0.28% | $28.6万 | 1,428股 | $24.9万 | 1,428股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.26% | 0.27% | $27.6万 | 3,353股 | $23.7万 | 3,297股 | +56股+1.70% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.24% | 0.34% | $24.7万 | 4,420股 | $30.3万 | 6,440股 | -2,020股-31.37% | 减仓 |
| S嘉信策略信托SCHF |
| 0.22% | 0.26% | $23.2万 | 8,368股 | $22.7万 | 9,154股 | -786股-8.59% | 减仓 |
 谷歌AGOOGL |
| 0.21% | — | $22.3万 | 625股 | $0 | 0股 | +625股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.21% | 1.36% | $22.3万 | 1,355股 | $120.5万 | 8,521股 | -7,166股-84.10% | 减仓 |
| V先锋领航指数基金VB |
| 0.2% | — | $20.8万 | 685股 | $0 | 0股 | +685股 | 新买入 |
 Meta平台META |
| 0.2% | 0.33% | $20.7万 | 368股 | $29.3万 | 512股 | -144股-28.13% | 减仓 |
