| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 8.78% | — | $1,179.3万 | 48.9万股 | $0 | 0股 | +48.9万股 | 新买入 |
| V先锋领航指数基金VTV |
| 7.79% | — | $1,045.5万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 7.72% | — | $1,036.6万 | 35.8万股 | $0 | 0股 | +35.8万股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.18% | — | $695.7万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| V先锋领航指数基金VB |
| 4.85% | 4.3% | $651.5万 | 2.1万股 | $570.0万 | 2.2万股 | -270股-1.24% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 4.8% | — | $644.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| V先锋领航债券指数基金BSV |
| 4.57% | 0.56% | $613.5万 | 7.9万股 | $74.9万 | 9,452股 | +6.9万股+733.16% | 加仓 |
| HHARBOR ETF TRUSTEPIN |
| 4.39% | — | $589.7万 | 21.3万股 | $0 | 0股 | +21.3万股 | 新买入 |
| S嘉信·USSCHA |
| 3.92% | — | $525.9万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| IiShares安硕EWA |
| 3.55% | — | $477.3万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
| S道富SPYM |
| 3.27% | — | $438.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| G通用动力VTI |
| 3.26% | 3.53% | $438.3万 | 1.2万股 | $467.6万 | 1.5万股 | -2,732股-18.74% | 减仓 |
| V先锋领航全球基金VGT |
| 2.32% | — | $311.7万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| SSPDR道富指数基金SPEM |
| 2.13% | — | $286.4万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 1.98% | — | $265.7万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.96% | 1.89% | $262.7万 | 2.5万股 | $250.9万 | 2.5万股 | +355股+1.41% | 加仓 |
 景顺IVZ |
| 1.81% | — | $242.9万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.76% | — | $236.9万 | 5,659股 | $0 | 0股 | +5,659股 | 新买入 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.55% | — | $207.9万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| S道富SPSM |
| 1.54% | — | $207.4万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| S嘉信策略信托SCHE |
| 1.45% | 1.28% | $195.2万 | 5.4万股 | $169.6万 | 5.1万股 | +2,348股+4.56% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.36% | — | $183.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 苹果AAPL |
| 1.35% | 1.2% | $181.4万 | 6,270股 | $159.1万 | 6,270股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.23% | 1.19% | $165.4万 | 3,306股 | $158.3万 | 3,306股 | 00.00% | 持仓不变 |
| WWisdomTree·INCWT |
| 1.13% | — | $152.3万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.95% | 0.87% | $127.7万 | 1.5万股 | $115.1万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.85% | 0.78% | $114.2万 | 1.9万股 | $103.9万 | 1.9万股 | -108股-0.56% | 减仓 |
| V先锋领航全球基金VCR |
| 0.69% | — | $92.8万 | 2,340股 | $0 | 0股 | +2,340股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.57% | — | $76.5万 | 9,683股 | $0 | 0股 | +9,683股 | 新买入 |
 美敦力MDT |
| 0.56% | 0.52% | $75.8万 | 9,683股 | $68.7万 | 7,933股 | +1,750股+22.06% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.56% | 0.52% | $75.1万 | 2,510股 | $68.3万 | 2,510股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.56% | — | $74.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.56% | 0.54% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.55% | — | $73.2万 | 8,502股 | $0 | 0股 | +8,502股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.54% | — | $72.5万 | 3,065股 | $0 | 0股 | +3,065股 | 新买入 |
| V先锋领航全球基金VFH |
| 0.48% | 0.45% | $64.5万 | 4,900股 | $59.1万 | 4,900股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.43% | — | $58.0万 | 1,361股 | $0 | 0股 | +1,361股 | 新买入 |
 联合健康UNH |
| 0.42% | 0.32% | $57.0万 | 1,373股 | $42.4万 | 1,559股 | -186股-11.93% | 减仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETFDWX |
| 0.39% | — | $52.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 微软MSFT |
| 0.33% | 0.32% | $44.8万 | 1,200股 | $42.3万 | 1,143股 | +57股+4.99% | 加仓 |
 康宁GLW |
| 0.27% | 0.15% | $36.8万 | 1,440股 | $19.5万 | 1,440股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SHM |
| 0.26% | 1.79% | $35.4万 | 7,382股 | $237.6万 | 5.0万股 | -4.2万股-85.09% | 减仓 |
 VeevaVEEV |
| 0.25% | 0.25% | $33.6万 | 1,894股 | $33.2万 | 1,894股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.24% | 0.2% | $32.7万 | 915股 | $26.3万 | 915股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.2% | $32.7万 | 925股 | $26.5万 | 925股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VIS |
| 0.23% | 0.2% | $30.6万 | 850股 | $26.5万 | 850股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.22% | 0.08% | $29.6万 | 510股 | $10.3万 | 510股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHC |
| 0.22% | 1.53% | $29.5万 | 5,590股 | $203.0万 | 4.3万股 | -3.8万股-87.14% | 减仓 |
 亚马逊AMZN |
| 0.22% | 0.19% | $29.2万 | 1,226股 | $25.5万 | 1,226股 | 00.00% | 持仓不变 |
| BBEST BUYBBY |
| 0.2% | 0.17% | $26.9万 | 3,547股 | $22.7万 | 3,547股 | 00.00% | 持仓不变 |
