| V先锋领航指数基金VV |
| 12.01% | 10.37% | $1,827.4万 | 5.3万股 | $1,467.1万 | 4.9万股 | +4,044股+8.24% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.69% | 10.09% | $1,625.6万 | 22.8万股 | $1,426.7万 | 22.3万股 | +5,516股+2.48% | 加仓 |
| V先锋领航·MIDVO |
| 7.64% | 7.15% | $1,161.5万 | 14.4万股 | $1,011.2万 | 3.5万股 | +10.9万股+309.38% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.42% | 4.98% | $825.1万 | 13.8万股 | $704.2万 | 13.0万股 | +7,944股+6.10% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.87% | 3.92% | $589.2万 | 1.2万股 | $554.6万 | 1.2万股 | +201股+1.74% | 加仓 |
| V先锋领航指数基金VTV |
| 3.84% | 3.72% | $584.7万 | 2.7万股 | $526.9万 | 2.7万股 | -24股-0.09% | 减仓 |
| V先锋领航·TOTALBND |
| 3.63% | 3.72% | $552.2万 | 7.5万股 | $526.2万 | 7.1万股 | +3,758股+5.26% | 加仓 |
| IiShares安硕信托EFV |
| 3.55% | 3.32% | $539.7万 | 7.1万股 | $469.4万 | 6.3万股 | +7,367股+11.67% | 加仓 |
| V先锋领航指数基金VB |
| 3.52% | 3.24% | $536.0万 | 1.8万股 | $458.8万 | 1.8万股 | +165股+0.94% | 加仓 |
| G通用动力VTI |
| 3.2% | 2.98% | $486.7万 | 1.3万股 | $421.2万 | 1.3万股 | +22股+0.17% | 加仓 |
| AAvantis·U SAVUV |
| 2.98% | 2.59% | $452.7万 | 3.6万股 | $366.5万 | 3.3万股 | +3,112股+9.38% | 加仓 |
| IiShares安硕信托IEI |
| 2.77% | 2.68% | $421.4万 | 3.6万股 | $379.8万 | 3.2万股 | +3,857股+12.04% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.66% | 2.57% | $404.6万 | 4.2万股 | $363.5万 | 4.1万股 | +979股+2.39% | 加仓 |
| S嘉信·USSCHX |
| 2.62% | 2.27% | $398.7万 | 13.5万股 | $320.4万 | 12.5万股 | +1.1万股+8.41% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 2.31% | 5.69% | $351.9万 | 6.9万股 | $805.5万 | 15.8万股 | -8.9万股-56.33% | 减仓 |
| S嘉信策略信托SCHF |
| 2.28% | 1.9% | $347.0万 | 12.5万股 | $268.4万 | 10.8万股 | +1.7万股+15.50% | 加仓 |
| S嘉信·USSCHA |
| 1.97% | 1.71% | $300.4万 | 8.3万股 | $241.8万 | 8.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.95% | 1.86% | $297.2万 | 3.6万股 | $263.1万 | 3.2万股 | +4,330股+13.59% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.8% | 1.53% | $274.5万 | 3.0万股 | $216.6万 | 2.7万股 | +3,221股+11.99% | 加仓 |
| J骏利亨德森JAAA |
| 1.59% | 1.67% | $242.1万 | 4.8万股 | $236.4万 | 4.7万股 | +1,010股+2.15% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.51% | 1.46% | $230.0万 | 9,464股 | $206.7万 | 9,516股 | -52股-0.55% | 减仓 |
| IiShares安硕信托GVI |
| 1.33% | 3.2% | $202.3万 | 1.9万股 | $452.6万 | 4.3万股 | -2.4万股-55.29% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 1.29% | 3.18% | $196.5万 | 1.9万股 | $450.1万 | 4.5万股 | -2.5万股-56.40% | 减仓 |
| S嘉信策略信托SCHM |
| 1.21% | 1.1% | $184.5万 | 5.0万股 | $154.9万 | 5.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 1.2% | 1.07% | $182.9万 | 6,088股 | $151.3万 | 6,101股 | -13股-0.21% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.01% | 0.95% | $153.0万 | 3.4万股 | $134.0万 | 3.4万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.99% | 1.37% | $150.8万 | 1.1万股 | $194.1万 | 1.1万股 | -411股-3.59% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.9% | 0.76% | $136.3万 | 1.4万股 | $107.1万 | 1.1万股 | +3,193股+28.46% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.84% | 0.78% | $127.8万 | 9,977股 | $110.9万 | 9,977股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.77% | 0.74% | $117.7万 | 2,799股 | $104.1万 | 2,799股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.63% | 0.66% | $96.1万 | 3.0万股 | $93.0万 | 3.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 0.63% | 0.65% | $95.8万 | 2.6万股 | $91.3万 | 2.6万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.51% | 0.5% | $78.0万 | 3.3万股 | $70.8万 | 3.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.46% | 0.45% | $70.4万 | 1.9万股 | $63.9万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.45% | 0.41% | $68.6万 | 8,279股 | $57.7万 | 8,279股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.44% | 0.41% | $66.3万 | 965股 | $57.7万 | 965股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.37% | 0.56% | $55.6万 | 1.1万股 | $79.8万 | 1.6万股 | -5,000股-31.25% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.36% | 0.33% | $55.0万 | 1.4万股 | $46.7万 | 1.4万股 | 00.00% | 持仓不变 |
| SSPDR Series Trust |
| 0.35% | 0.2% | $53.1万 | 5,791股 | $28.9万 | 3,150股 | +2,641股+83.84% | 加仓 |
 英伟达NVDA |
| 0.33% | 0.31% | $49.7万 | 2,484股 | $43.3万 | 2,482股 | +2股+0.08% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.3% | 0.47% | $45.4万 | 1.4万股 | $66.0万 | 2.1万股 | -6,554股-31.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.26% | $45.0万 | 1,275股 | $36.6万 | 1,275股 | 00.00% | 持仓不变 |
| PPacer基金信托CALF |
| 0.29% | 0.28% | $44.8万 | 8,850股 | $39.7万 | 8,850股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托EFV |
| 0.29% | 0.22% | $43.9万 | 5,664股 | $31.2万 | 4,164股 | +1,500股+36.02% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.27% | 0.26% | $41.7万 | 3,823股 | $36.2万 | 3,823股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.26% | — | $39.3万 | 328股 | $0 | 0股 | +328股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.26% | 0.26% | $39.3万 | 4,065股 | $36.8万 | 4,065股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.22% | 0.21% | $33.7万 | 9,680股 | $29.5万 | 9,680股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.19% | 0.19% | $29.1万 | 3,406股 | $26.3万 | 3,406股 | 00.00% | 持仓不变 |
| WWisdomTree信托EZM |
| 0.19% | 0.18% | $28.5万 | 3,765股 | $25.3万 | 3,765股 | 00.00% | 持仓不变 |
