| G通用动力VTI |
| 33.21% | 32.21% | $4,738.6万 | 12.8万股 | $4,122.9万 | 12.9万股 | -460股-0.36% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 9.76% | 11.02% | $1,393.0万 | 23.9万股 | $1,410.0万 | 24.1万股 | -1,506股-0.63% | 减仓 |
| IiShares安硕信托ITOT |
| 9.46% | 9.27% | $1,350.1万 | 8.2万股 | $1,187.0万 | 8.3万股 | -1,152股-1.38% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.72% | 5.94% | $816.5万 | 9.6万股 | $759.7万 | 9.9万股 | -3,002股-3.05% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.11% | 5.12% | $728.9万 | 10.2万股 | $655.5万 | 10.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 4.6% | 4.92% | $657.0万 | 1.3万股 | $629.1万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 3.63% | 3.86% | $518.1万 | 5.4万股 | $493.5万 | 5.7万股 | -2,673股-4.69% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.84% | 2.75% | $404.5万 | 5,417股 | $351.9万 | 5,411股 | +6股+0.11% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.76% | 2.75% | $393.9万 | 1.6万股 | $352.2万 | 1.6万股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 2% | 2.1% | $284.7万 | 5.1万股 | $268.7万 | 2.5万股 | +2.5万股+100.00% | 加仓 |
| V先锋领航指数基金VUG |
| 1.9% | 1.79% | $271.5万 | 3.2万股 | $229.5万 | 5,253股 | +2.6万股+499.92% | 加仓 |
| V先锋领航指数基金VTV |
| 1.54% | 1.55% | $219.8万 | 1.0万股 | $197.9万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 1.49% | 1.47% | $212.1万 | 2.5万股 | $188.0万 | 2.5万股 | +282股+1.13% | 加仓 |
 苹果AAPL |
| 1.24% | 1.22% | $177.3万 | 6,128股 | $155.5万 | 6,128股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 1.09% | 1.05% | $155.5万 | 5,130股 | $134.4万 | 5,130股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 1.05% | 1.12% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| FFRANKLIN STR PPTYS CORP COMFSP |
| 1.04% | 1.49% | $147.8万 | 286.9万股 | $190.7万 | 286.9万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.89% | 0.72% | $126.8万 | 1.1万股 | $92.5万 | 1,325股 | +9,288股+700.98% | 加仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.81% | $118.7万 | 1,728股 | $103.3万 | 1,728股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.79% | 0.88% | $113.1万 | 4,782股 | $112.9万 | 5,251股 | -469股-8.93% | 减仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.79% | 0.88% | $113.1万 | 1.5万股 | $113.1万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.71% | — | $100.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| V先锋领航·MALVERN FDSVCRB |
| 0.6% | — | $85.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| V先锋领航全球基金ESGV |
| 0.52% | 0.49% | $73.9万 | 5,588股 | $62.6万 | 5,580股 | +8股+0.14% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.52% | 0.5% | $73.7万 | 8,949股 | $64.2万 | 8,949股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.47% | 0.45% | $67.2万 | 5,412股 | $57.7万 | 1,353股 | +4,059股+300.00% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.43% | 0.49% | $61.8万 | 7,932股 | $62.2万 | 7,932股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.43% | 0.47% | $60.9万 | 4,884股 | $59.9万 | 5,419股 | -535股-9.87% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.43% | 0.39% | $60.9万 | 5,117股 | $50.1万 | 5,117股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.42% | 0.39% | $60.6万 | 2,016股 | $50.0万 | 2,016股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.42% | 0.4% | $60.3万 | 3,906股 | $51.6万 | 3,906股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.37% | 0.41% | $53.2万 | 1,427股 | $52.8万 | 1,427股 | 00.00% | 持仓不变 |
| MMOOGMOG/A |
| 0.35% | 0.27% | $50.3万 | 1,187股 | $34.7万 | 1,187股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.35% | 0.5% | $50.1万 | 9,910股 | $63.6万 | 1.3万股 | -2,840股-22.27% | 减仓 |
 艾伯维ABBV |
| 0.31% | 0.3% | $44.9万 | 1,785股 | $38.8万 | 1,785股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.3% | 0.3% | $43.3万 | 578股 | $37.8万 | 578股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.29% | 0.29% | $40.7万 | 5,351股 | $36.6万 | 5,351股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.27% | 0.3% | $38.4万 | 5,231股 | $38.5万 | 5,231股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 0.25% | 0.28% | $35.6万 | 1.4万股 | $35.7万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.19% | 0.2% | $27.8万 | 2,676股 | $26.0万 | 2,676股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.18% | 0.19% | $25.2万 | 1,717股 | $24.8万 | 1,717股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.16% | 0.17% | $23.5万 | 1,301股 | $21.5万 | 1,301股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.16% | 0.18% | $23.4万 | 1,600股 | $23.5万 | 1,600股 | 00.00% | 持仓不变 |
 SAFEHOLDSAFE |
| 0.12% | 0.11% | $16.6万 | 1.1万股 | $14.3万 | 1.1万股 | 00.00% | 持仓不变 |
