| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 27.94% | — | $6,285.8万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
| V先锋领航全球基金VGT |
| 10.8% | 1.05% | $2,429.3万 | 20.3万股 | $111.7万 | 1,601股 | +20.2万股+12,595.25% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5.65% | 12.02% | $1,272.0万 | 16.3万股 | $1,278.2万 | 16.3万股 | +256股+0.16% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.63% | 4.49% | $816.7万 | 17.7万股 | $477.5万 | 10.4万股 | +7.4万股+71.13% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 2.85% | — | $641.4万 | 37.0万股 | $0 | 0股 | +37.0万股 | 新买入 |
| V先锋领航指数基金VOO |
| 2.32% | 4.23% | $522.9万 | 7,614股 | $449.3万 | 7,518股 | +96股+1.28% | 加仓 |
| IiShares安硕信托ITOT |
| 2.02% | — | $454.9万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 1.85% | 0.47% | $415.6万 | 4.9万股 | $50.3万 | 6,528股 | +4.2万股+644.70% | 加仓 |
 美国运通AXP |
| 1.8% | 3.97% | $404.4万 | 1.2万股 | $422.1万 | 1.4万股 | -2,000股-14.33% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.5% | 0.65% | $337.4万 | 4,506股 | $69.6万 | 1,067股 | +3,439股+322.31% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.38% | 1.27% | $311.3万 | 2.3万股 | $134.5万 | 1.2万股 | +1.1万股+93.21% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.35% | — | $303.9万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| G通用动力VTI |
| 1.26% | 2.28% | $283.7万 | 7,666股 | $241.9万 | 7,540股 | +126股+1.67% | 加仓 |
| I景顺QQQ信托VOO |
| 1.23% | 0.82% | $277.1万 | 3,760股 | $87.7万 | 1,519股 | +2,241股+147.53% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.21% | 2.26% | $273.2万 | 1.7万股 | $239.9万 | 1.7万股 | +62股+0.36% | 加仓 |
 苹果AAPL |
| 1.19% | 2.04% | $268.6万 | 9,284股 | $216.8万 | 8,542股 | +742股+8.69% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.17% | 2.26% | $263.8万 | 1.1万股 | $240.1万 | 1.1万股 | -15股-0.13% | 减仓 |
| IiShares安硕信托IEFA |
| 1.09% | 2.16% | $245.5万 | 2.5万股 | $229.8万 | 2.5万股 | +30股+0.12% | 加仓 |
| V先锋领航全球基金VSGX |
| 1.07% | — | $241.5万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| IiShares安硕信托DSI |
| 0.98% | — | $220.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.97% | 1.15% | $217.2万 | 3.6万股 | $122.5万 | 2.3万股 | +1.4万股+60.58% | 加仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 0.87% | 0.36% | $195.9万 | 1.5万股 | $38.7万 | 3,381股 | +1.2万股+344.28% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.86% | 1.13% | $192.5万 | 2.3万股 | $119.8万 | 1.6万股 | +7,030股+44.05% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.83% | — | $186.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| DDOORDASHDASH |
| 0.73% | — | $164.2万 | 8,899股 | $0 | 0股 | +8,899股 | 新买入 |
| J骏利亨德森JAAA |
| 0.72% | 1.45% | $161.8万 | 3.2万股 | $154.3万 | 3.1万股 | +1,434股+4.70% | 加仓 |
| IiShares安硕信托ITOT |
| 0.68% | 1.24% | $152.5万 | 9,284股 | $132.2万 | 9,284股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.67% | 1.35% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.65% | 0.96% | $146.7万 | 4.6万股 | $101.9万 | 3.3万股 | +1.3万股+39.27% | 加仓 |
 英伟达NVDA |
| 0.64% | 0.96% | $143.9万 | 7,194股 | $102.1万 | 5,852股 | +1,342股+22.93% | 加仓 |
| IiShares安硕信托EEM |
| 0.63% | 0.53% | $142.2万 | 2.1万股 | $56.6万 | 9,975股 | +1.1万股+108.43% | 加仓 |
 特斯拉TSLA |
| 0.63% | 1.15% | $141.6万 | 3,366股 | $121.9万 | 3,278股 | +88股+2.68% | 加仓 |
| IiShares安硕信托IWD |
| 0.61% | 1.14% | $137.5万 | 5,670股 | $120.8万 | 5,653股 | +17股+0.30% | 加仓 |
| V先锋领航指数基金VTV |
| 0.59% | 0.94% | $133.7万 | 6,136股 | $99.6万 | 5,074股 | +1,062股+20.93% | 加仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.94% | $114.5万 | 1,529股 | $99.9万 | 1,529股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.48% | — | $108.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.46% | — | $104.3万 | 2,831股 | $0 | 0股 | +2,831股 | 新买入 |
| IiShares安硕信托DVY |
| 0.45% | 0.93% | $102.1万 | 6,530股 | $98.9万 | 6,530股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.41% | — | $92.8万 | 7,644股 | $0 | 0股 | +7,644股 | 新买入 |
 摩根大通JPM |
| 0.41% | 1.82% | $91.6万 | 2,798股 | $193.8万 | 6,588股 | -3,790股-57.53% | 减仓 |
| V先锋领航指数基金VXF |
| 0.4% | 0.69% | $89.8万 | 3,648股 | $73.8万 | 3,584股 | +64股+1.79% | 加仓 |
 百事可乐PEP |
| 0.38% | 0.92% | $85.3万 | 6,300股 | $97.8万 | 6,300股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.37% | 0.73% | $83.2万 | 9,072股 | $77.3万 | 9,072股 | 00.00% | 持仓不变 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 0.36% | — | $81.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.36% | 0.33% | $81.4万 | 1.1万股 | $35.6万 | 5,200股 | +5,496股+105.69% | 加仓 |
 微软MSFT |
| 0.35% | 2.34% | $78.9万 | 2,116股 | $249.1万 | 6,729股 | -4,613股-68.55% | 减仓 |
| G高盛ETF信托GSEW |
| 0.34% | 0.48% | $77.4万 | 8,198股 | $50.7万 | 5,984股 | +2,214股+37.00% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.34% | — | $76.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.34% | — | $75.4万 | 2,509股 | $0 | 0股 | +2,509股 | 新买入 |
 KAYNE ANDERSON ENERGY INFRSTKYN |
| 0.33% | 0.19% | $74.7万 | 5.4万股 | $19.7万 | 1.4万股 | +4.0万股+291.90% | 加仓 |
