| V先锋领航全球基金MGV |
| 4.93% | 4.93% | $614.2万 | 3.8万股 | $537.8万 | 3.7万股 | +481股+1.30% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 4.68% | 4.51% | $583.3万 | 6.6万股 | $491.6万 | 1.3万股 | +5.3万股+395.99% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 4.28% | 5.04% | $534.1万 | 9.2万股 | $549.8万 | 9.4万股 | -2,151股-2.29% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.15% | 4.89% | $517.1万 | 8.8万股 | $533.1万 | 9.0万股 | -1,854股-2.07% | 减仓 |
| S嘉信·USSCHX |
| 3.67% | 3.6% | $457.3万 | 15.5万股 | $392.9万 | 15.3万股 | +2,139股+1.40% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 3.2% | 3.71% | $399.1万 | 8.0万股 | $405.0万 | 8.1万股 | -1,134股-1.39% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 3.19% | 3.24% | $398.2万 | 1.5万股 | $352.9万 | 1.5万股 | -380股-2.54% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.17% | 3.72% | $395.3万 | 8.4万股 | $405.0万 | 8.6万股 | -1,808股-2.10% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.96% | 3.09% | $369.3万 | 1.6万股 | $336.4万 | 1.6万股 | -33股-0.21% | 减仓 |
| IiShares安硕信托EFG |
| 2.3% | 2.23% | $286.2万 | 2.3万股 | $243.6万 | 2.2万股 | +1,131股+5.17% | 加仓 |
| IiShares安硕信托EFV |
| 2.22% | 2.34% | $276.2万 | 3.6万股 | $255.6万 | 3.4万股 | +1,706股+4.96% | 加仓 |
 苹果AAPL |
| 1.75% | 1.63% | $218.3万 | 7,544股 | $177.3万 | 6,987股 | +557股+7.97% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.72% | 1.91% | $215.0万 | 2.7万股 | $208.2万 | 2.6万股 | +931股+3.54% | 加仓 |
| V先锋领航·MIDVO |
| 1.71% | 1.74% | $212.8万 | 2.6万股 | $189.5万 | 6,599股 | +2.0万股+300.21% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.68% | 1.82% | $209.4万 | 2.5万股 | $198.6万 | 2.4万股 | +1,339股+5.58% | 加仓 |
| TTIMOTHY PLAN US LARGE/MID CAP CORE ETFTPLC |
| 1.67% | 1.97% | $207.9万 | 4.1万股 | $214.5万 | 4.6万股 | -4,898股-10.60% | 减仓 |
| PPRAXIS FDSPRXG |
| 1.62% | 1.56% | $201.5万 | 5.2万股 | $170.3万 | 5.2万股 | -178股-0.34% | 减仓 |
| UUNIFIED SER TROAIM |
| 1.58% | 1.33% | $196.5万 | 4.1万股 | $144.6万 | 3.4万股 | +7,509股+22.36% | 加仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 1.37% | 1.41% | $170.4万 | 1.5万股 | $154.2万 | 1.5万股 | -181股-1.20% | 减仓 |
| NNUSHARES ETF TRNULG |
| 1.35% | 1.12% | $168.5万 | 1.4万股 | $122.5万 | 1.3万股 | +927股+6.88% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.34% | 1.3% | $167.6万 | 1.1万股 | $142.0万 | 1.1万股 | +358股+3.23% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1.33% | 1.54% | $165.4万 | 3.6万股 | $168.3万 | 3.7万股 | -617股-1.69% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.27% | 1.28% | $157.9万 | 2.6万股 | $139.3万 | 2.6万股 | +684股+2.65% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.19% | 1.34% | $147.9万 | 2.9万股 | $146.6万 | 2.9万股 | -136股-0.46% | 减仓 |
| IiShares安硕信托DMXF |
| 1.15% | 1.1% | $143.0万 | 1.7万股 | $120.2万 | 1.6万股 | +960股+6.02% | 加仓 |
| CCOLUMBIA ETF TR IEQIN |
| 1.13% | 1.17% | $140.9万 | 2.7万股 | $127.1万 | 2.6万股 | +1,603股+6.20% | 加仓 |
 谷歌AGOOGL |
| 1.13% | 0.88% | $140.6万 | 3,935股 | $95.8万 | 3,330股 | +605股+18.17% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.06% | 1.18% | $132.0万 | 8,353股 | $128.1万 | 8,651股 | -298股-3.44% | 减仓 |
| IINSPIRE CORPORATE BOND ETFIBD |
| 1.02% | 1.35% | $126.8万 | 5.3万股 | $146.9万 | 6.2万股 | -8,256股-13.40% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 1% | 1.14% | $124.3万 | 2.5万股 | $124.1万 | 2.5万股 | +8股+0.03% | 加仓 |
| IiShares安硕信托XVV |
| 0.99% | 0.86% | $123.3万 | 2.2万股 | $93.6万 | 1.9万股 | +2,699股+14.19% | 加仓 |
| NNORTHERN LTS FD TR IVISMD |
| 0.94% | 0.97% | $117.3万 | 2.3万股 | $105.6万 | 2.6万股 | -2,946股-11.16% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 1.16% | $115.1万 | 1,541股 | $126.2万 | 1,940股 | -399股-20.57% | 减仓 |
| G通用动力VTI |
| 0.9% | 0.89% | $112.3万 | 3,034股 | $97.3万 | 3,034股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.83% | 0.84% | $103.8万 | 2,782股 | $91.7万 | 2,478股 | +304股+12.27% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.82% | 0.85% | $102.3万 | 2,498股 | $92.6万 | 2,598股 | -100股-3.85% | 减仓 |
 摩根大通JPM |
| 0.8% | 0.86% | $99.7万 | 3,046股 | $93.4万 | 3,176股 | -130股-4.09% | 减仓 |
| F富达Covington信托FESM |
| 0.75% | 0.63% | $94.1万 | 1.9万股 | $68.9万 | 1.8万股 | +1,344股+7.41% | 加仓 |
 英伟达NVDA |
| 0.74% | 0.51% | $91.8万 | 4,586股 | $55.4万 | 3,177股 | +1,409股+44.35% | 加仓 |
| IiShares安硕信托IVV |
| 0.65% | 0.65% | $81.3万 | 1,085股 | $70.9万 | 1,085股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.59% | 0.48% | $73.5万 | 3,084股 | $52.8万 | 2,534股 | +550股+21.70% | 加仓 |
| IiShares安硕信托STIP |
| 0.57% | 0.7% | $71.6万 | 7,013股 | $76.0万 | 7,343股 | -330股-4.49% | 减仓 |
 强生JNJ |
| 0.56% | 0.59% | $70.0万 | 2,755股 | $64.4万 | 2,636股 | +119股+4.51% | 加仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.52% | $65.7万 | 4,000股 | $57.0万 | 4,000股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.51% | 0.16% | $63.1万 | 7,190股 | $17.6万 | 1,892股 | +5,298股+280.02% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.48% | 0.53% | $60.0万 | 5,922股 | $57.6万 | 5,697股 | +225股+3.95% | 加仓 |
 博通AVGO |
| 0.43% | 0.37% | $54.2万 | 1,435股 | $40.1万 | 1,296股 | +139股+10.73% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.37% | 0.38% | $45.7万 | 6,410股 | $41.1万 | 6,410股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.36% | $45.5万 | 910股 | $39.6万 | 826股 | +84股+10.17% | 加仓 |
 英特尔INTC |
| 0.36% | 0.12% | $44.4万 | 3,178股 | $12.9万 | 2,923股 | +255股+8.72% | 加仓 |
