| G通用动力VTI |
| 18.94% | 18.19% | $2,411.0万 | 6.5万股 | $2,024.7万 | 6.3万股 | +2,043股+3.24% | 加仓 |
| V先锋领航·SMALLVBR |
| 6.17% | 6% | $785.2万 | 3.2万股 | $667.4万 | 3.1万股 | +1,593股+5.19% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 4.92% | 4.93% | $626.3万 | 14.1万股 | $548.6万 | 14.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 4.16% | 3.81% | $528.8万 | 1.4万股 | $424.4万 | 1.4万股 | +420股+2.99% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 4.01% | 4.29% | $509.9万 | 3.3万股 | $477.0万 | 3.3万股 | +331股+1.01% | 加仓 |
 卡特彼勒CAT |
| 3.83% | 2.91% | $487.0万 | 4,573股 | $324.0万 | 4,573股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 3.69% | 3.71% | $469.9万 | 2.2万股 | $413.3万 | 2.1万股 | +497股+2.36% | 加仓 |
| V先锋领航指数基金VB |
| 3.32% | 3.25% | $422.4万 | 1.4万股 | $361.8万 | 1.4万股 | +122股+0.88% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.22% | 3.51% | $410.4万 | 7.6万股 | $391.1万 | 7.4万股 | +1,863股+2.51% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.21% | 3.19% | $408.3万 | 4.8万股 | $354.8万 | 4.6万股 | +1,737股+3.77% | 加仓 |
 苹果AAPL |
| 3.05% | 3.23% | $388.0万 | 1.3万股 | $359.9万 | 1.4万股 | -775股-5.46% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.79% | 2.86% | $355.6万 | 6.0万股 | $318.3万 | 5.9万股 | +681股+1.16% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.71% | 2.92% | $344.4万 | 4.5万股 | $324.6万 | 4.2万股 | +2,855股+6.79% | 加仓 |
| V先锋领航指数基金VV |
| 2.62% | 2.61% | $334.1万 | 9,714股 | $290.7万 | 9,728股 | -14股-0.14% | 减仓 |
| V先锋领航指数基金VUG |
| 2.15% | 2.06% | $274.1万 | 3.2万股 | $228.9万 | 5,239股 | +2.7万股+507.39% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.78% | 1.9% | $226.6万 | 2.9万股 | $211.8万 | 2.7万股 | +2,060股+7.62% | 加仓 |
 帕卡PCAR |
| 1.64% | 1.8% | $208.6万 | 1.7万股 | $200.6万 | 1.7万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.61% | 2.02% | $205.1万 | 1.8万股 | $225.1万 | 1.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 1.59% | 1.69% | $202.3万 | 5.0万股 | $188.0万 | 4.8万股 | +2,745股+5.76% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.52% | 1.86% | $193.9万 | 1.2万股 | $207.3万 | 1.4万股 | -1,726股-12.33% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.52% | 1.67% | $193.2万 | 8,167股 | $185.6万 | 8,629股 | -462股-5.35% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.47% | 1.45% | $187.0万 | 2.3万股 | $161.4万 | 2.3万股 | +14股+0.06% | 加仓 |
 摩根大通JPM |
| 1.08% | 1.11% | $137.4万 | 4,198股 | $123.5万 | 4,198股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.98% | 1.02% | $124.8万 | 3,968股 | $113.9万 | 3,968股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.96% | 0.96% | $121.9万 | 2.2万股 | $107.3万 | 2.2万股 | +10股+0.05% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.88% | 0.84% | $111.7万 | 1.3万股 | $93.4万 | 2,541股 | +1.0万股+400.12% | 加仓 |
| V先锋领航·MIDVO |
| 0.83% | 0.84% | $105.1万 | 1.3万股 | $93.5万 | 3,257股 | +9,784股+300.40% | 加仓 |
 微软MSFT |
| 0.81% | 0.92% | $103.1万 | 2,764股 | $102.3万 | 2,764股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.81% | 0.84% | $102.8万 | 1.4万股 | $93.7万 | 1.5万股 | -185股-1.27% | 减仓 |
 谷歌AGOOGL |
| 0.8% | 0.73% | $101.5万 | 2,840股 | $81.7万 | 2,840股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.75% | 0.56% | $95.4万 | 3,200股 | $62.1万 | 3,200股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.68% | 0.76% | $85.9万 | 1.7万股 | $84.9万 | 1.7万股 | +104股+0.61% | 加仓 |
| IINTERDIGITALIDCC |
| 0.63% | 0.77% | $80.7万 | 2,851股 | $86.1万 | 2,851股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.57% | $78.1万 | 2,209股 | $63.4万 | 2,209股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.61% | 0.65% | $78.0万 | 2.1万股 | $72.0万 | 2.1万股 | -30股-0.14% | 减仓 |
 思科CSCO |
| 0.56% | 0.42% | $70.9万 | 6,038股 | $46.8万 | 6,038股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.51% | 0.38% | $65.3万 | 1,571股 | $42.5万 | 1,571股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.47% | 0.53% | $59.2万 | 1.0万股 | $59.5万 | 1.0万股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.46% | 0.4% | $58.8万 | 824股 | $44.3万 | 824股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.46% | 0.46% | $58.4万 | 850股 | $50.8万 | 850股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.45% | $57.9万 | 775股 | $50.4万 | 775股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.4% | 0.36% | $51.3万 | 696股 | $40.2万 | 696股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.4% | 0.41% | $50.9万 | 6,074股 | $45.6万 | 6,069股 | +5股+0.08% | 加仓 |
 强生JNJ |
| 0.38% | 0.42% | $48.1万 | 1,893股 | $46.3万 | 1,893股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.36% | 0.32% | $46.4万 | 387股 | $35.6万 | 387股 | 00.00% | 持仓不变 |
 ROYAL BK CDA COMRY |
| 0.36% | 0.33% | $46.4万 | 2,240股 | $36.2万 | 2,240股 | 00.00% | 持仓不变 |
 HUNTINGTON INGALLS INDS COMHII |
| 0.34% | 0.53% | $43.9万 | 1,567股 | $59.5万 | 1,567股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.33% | 0.47% | $42.4万 | 3,100股 | $52.6万 | 3,100股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICF |
| 0.33% | 0.34% | $42.0万 | 6,205股 | $37.4万 | 6,044股 | +161股+2.66% | 加仓 |
 BURKE HERBERT FINL SVCSBHRB |
| 0.32% | 0.32% | $40.9万 | 5,685股 | $35.4万 | 5,685股 | 00.00% | 持仓不变 |
