| V先锋领航指数基金VUG |
| 10.48% | 9.3% | $1,318.7万 | 15.3万股 | $1,038.3万 | 2.4万股 | +12.9万股+544.02% | 加仓 |
| V先锋领航指数基金VOO |
| 10.21% | 7.6% | $1,284.4万 | 1.9万股 | $848.9万 | 1.4万股 | +4,496股+31.65% | 加仓 |
| IiShares安硕信托IEFA |
| 9.14% | 7.58% | $1,149.2万 | 11.9万股 | $846.3万 | 9.3万股 | +2.6万股+27.29% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 6.65% | 3.81% | $837.0万 | 15.9万股 | $425.3万 | 8.1万股 | +7.8万股+95.26% | 加仓 |
| V先锋领航·MIDVO |
| 6.52% | 6.8% | $820.0万 | 10.2万股 | $759.7万 | 2.6万股 | +7.5万股+284.74% | 加仓 |
| S道富SPYV |
| 4.2% | 2.87% | $528.1万 | 8.7万股 | $320.8万 | 5.7万股 | +3.0万股+53.22% | 加仓 |
| V先锋领航指数基金VB |
| 3.83% | 4.75% | $482.0万 | 1.6万股 | $530.3万 | 2.0万股 | -4,345股-21.46% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.17% | 3.73% | $399.3万 | 1.7万股 | $416.9万 | 1.9万股 | -2,511股-12.95% | 减仓 |
 苹果AAPL |
| 3.03% | 3% | $381.7万 | 1.3万股 | $334.7万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VNQ |
| 2.84% | 3.43% | $356.8万 | 3.8万股 | $382.4万 | 4.3万股 | -5,018股-11.61% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 2.25% | 1.83% | $282.7万 | 11.0万股 | $203.9万 | 8.0万股 | +3.0万股+37.94% | 加仓 |
| IiShares安硕信托SGOV |
| 2.19% | 4.66% | $275.0万 | 2.7万股 | $519.8万 | 5.2万股 | -2.4万股-47.11% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.1% | 2.75% | $264.7万 | 4.4万股 | $306.7万 | 5.7万股 | -1.2万股-21.86% | 减仓 |
| V先锋领航指数基金VTV |
| 2.08% | 2.77% | $261.3万 | 1.2万股 | $309.6万 | 1.6万股 | -3,788股-24.01% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.85% | 1.12% | $233.1万 | 2.8万股 | $124.9万 | 1.8万股 | +1.1万股+61.20% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.7% | 1.25% | $213.9万 | 2.6万股 | $139.6万 | 1.7万股 | +9,007股+53.39% | 加仓 |
| PPIMCO太平洋投资管理ETFPMBS |
| 1.67% | 1.21% | $209.5万 | 4.2万股 | $135.6万 | 2.7万股 | +1.5万股+55.19% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.51% | 1.88% | $190.5万 | 1.8万股 | $209.7万 | 2.2万股 | -3,257股-15.08% | 减仓 |
| S嘉信策略信托SCHE |
| 1.43% | 0.95% | $179.9万 | 5.0万股 | $105.8万 | 3.2万股 | +1.8万股+54.52% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 1.31% | 0.94% | $165.2万 | 3.3万股 | $104.8万 | 2.1万股 | +1.2万股+57.46% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.23% | 1.48% | $154.7万 | 1.8万股 | $165.6万 | 2.2万股 | -3,578股-16.22% | 减仓 |
| S嘉信策略信托SCHD |
| 1.21% | 1.89% | $151.8万 | 4.8万股 | $210.8万 | 6.9万股 | -2.1万股-30.35% | 减仓 |
 微软MSFT |
| 1.13% | 1.27% | $142.3万 | 3,816股 | $141.3万 | 3,816股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 1.07% | 2.01% | $134.1万 | 1.7万股 | $224.6万 | 2.9万股 | -1.2万股-39.94% | 减仓 |
| IiShares安硕·COREIJH |
| 1.05% | 1.05% | $131.7万 | 1.7万股 | $117.2万 | 1.7万股 | -270股-1.56% | 减仓 |
| S嘉信·USSCHP |
| 0.85% | 1.57% | $106.4万 | 4.0万股 | $175.2万 | 6.6万股 | -2.6万股-39.03% | 减仓 |
| PPGIM ETF TRPHYL |
| 0.82% | 0.58% | $103.1万 | 3.0万股 | $64.4万 | 1.9万股 | +1.1万股+58.86% | 加仓 |
 LoewsL |
| 0.68% | 0.72% | $84.9万 | 7,500股 | $80.1万 | 7,500股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.65% | 1.04% | $82.0万 | 1.7万股 | $115.7万 | 2.5万股 | -7,704股-31.13% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.6% | 0.62% | $76.0万 | 4,200股 | $69.4万 | 4,200股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.63% | $73.0万 | 1,458股 | $69.9万 | 1,458股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.53% | 0.67% | $67.1万 | 8,157股 | $74.5万 | 9,502股 | -1,345股-14.15% | 减仓 |
 LOWES COS COMLOW |
| 0.52% | 0.64% | $65.0万 | 2,950股 | $71.7万 | 3,033股 | -83股-2.74% | 减仓 |
| IiShares安硕信托STIP |
| 0.51% | 0.58% | $64.0万 | 6,262股 | $64.8万 | 6,262股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.45% | $62.2万 | 1,760股 | $50.5万 | 1,760股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.48% | 0.46% | $60.1万 | 1.3万股 | $51.9万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.47% | 0.46% | $59.2万 | 790股 | $51.6万 | 790股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.41% | 0.63% | $51.7万 | 5,360股 | $70.6万 | 7,962股 | -2,602股-32.68% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.4% | 0.53% | $50.5万 | 1.0万股 | $59.0万 | 1.2万股 | -1,746股-14.79% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.38% | 0.33% | $47.7万 | 4,667股 | $36.7万 | 4,667股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.38% | 0.23% | $47.2万 | 1,848股 | $25.1万 | 1,848股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.37% | 0.52% | $46.5万 | 2,805股 | $58.0万 | 2,805股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.37% | 0.42% | $46.1万 | 2,430股 | $46.9万 | 2,430股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.33% | 0.32% | $41.1万 | 1,632股 | $35.5万 | 1,632股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.33% | 0.44% | $41.0万 | 4,250股 | $49.6万 | 5,343股 | -1,093股-20.46% | 减仓 |
 强生JNJ |
| 0.31% | 0.34% | $38.9万 | 1,533股 | $37.5万 | 1,533股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.31% | 0.32% | $38.9万 | 3,984股 | $35.3万 | 3,984股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.31% | 0.31% | $38.9万 | 1,050股 | $35.0万 | 1,092股 | -42股-3.85% | 减仓 |
| IiShares安硕EEMV |
| 0.29% | 0.29% | $36.3万 | 4,827股 | $32.0万 | 4,947股 | -120股-2.43% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.28% | 0.34% | $35.5万 | 476股 | $38.4万 | 590股 | -114股-19.32% | 减仓 |
