| G通用动力VTI |
| 39.14% | 39.37% | $8,456.3万 | 22.9万股 | $7,499.8万 | 23.4万股 | -5,252股-2.25% | 减仓 |
| V先锋领航·TOTALBND |
| 26.3% | 26.55% | $5,682.2万 | 77.4万股 | $5,057.6万 | 68.7万股 | +8.7万股+12.70% | 加仓 |
| V先锋领航STAR基金VXUS |
| 8.16% | 8.79% | $1,763.4万 | 20.6万股 | $1,674.4万 | 21.7万股 | -1.1万股-5.01% | 减仓 |
| IiShares安硕信托ITOT |
| 6.85% | 6.58% | $1,480.3万 | 9.0万股 | $1,252.5万 | 8.8万股 | +2,173股+2.47% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.44% | 4.5% | $959.7万 | 19.8万股 | $857.5万 | 17.8万股 | +2.0万股+11.05% | 加仓 |
| IiShares安硕信托IXUS |
| 3.15% | 3.09% | $681.4万 | 7.1万股 | $589.3万 | 6.8万股 | +3,381股+4.97% | 加仓 |
| IiShares安硕信托AGG |
| 2.79% | 2.54% | $603.2万 | 6.1万股 | $483.6万 | 4.9万股 | +1.2万股+25.09% | 加仓 |
| S嘉信·USSCHX |
| 1.37% | 1.35% | $296.3万 | 10.1万股 | $258.0万 | 10.1万股 | +53股+0.05% | 加仓 |
| S嘉信策略信托SCHM |
| 0.88% | 0.84% | $189.6万 | 5.1万股 | $159.2万 | 5.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.8% | 0.79% | $173.7万 | 5,731股 | $150.1万 | 5,731股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.67% | 0.64% | $145.2万 | 5,898股 | $121.4万 | 5,898股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.66% | 0.67% | $141.9万 | 6,511股 | $127.7万 | 6,511股 | 00.00% | 持仓不变 |
 ALLIANT ENERGY COMLNT |
| 0.54% | 0.58% | $117.0万 | 1.5万股 | $110.0万 | 1.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.45% | 0.51% | $98.2万 | 2,632股 | $97.4万 | 2,632股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.45% | 0.41% | $96.7万 | 2.7万股 | $77.8万 | 2.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.35% | 0.35% | $76.7万 | 2,649股 | $67.2万 | 2,649股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.28% | 0.29% | $61.2万 | 7,596股 | $54.5万 | 1,899股 | +5,697股+300.00% | 加仓 |
| V先锋领航指数基金VOO |
| 0.26% | 0.26% | $57.2万 | 833股 | $49.8万 | 833股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.23% | $53.6万 | 1,500股 | $43.1万 | 1,500股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.24% | $53.5万 | 1,514股 | $45.3万 | 1,580股 | -66股-4.18% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.23% | 0.11% | $49.6万 | 9,807股 | $21.4万 | 4,284股 | +5,523股+128.92% | 加仓 |
| S嘉信策略信托SCHF |
| 0.2% | 0.2% | $43.5万 | 1.6万股 | $38.9万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VNQ |
| 0.2% | 0.21% | $42.4万 | 4,540股 | $40.2万 | 4,540股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.17% | 0.18% | $36.0万 | 700股 | $35.0万 | 700股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.15% | 0.18% | $31.4万 | 2,775股 | $34.5万 | 2,775股 | 00.00% | 持仓不变 |
 MGE ENERGY COMMGEE |
| 0.14% | 0.15% | $29.7万 | 3,640股 | $28.1万 | 3,640股 | 00.00% | 持仓不变 |
 VisaV |
| 0.13% | 0.13% | $27.4万 | 800股 | $24.2万 | 800股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.12% | 0.13% | $26.7万 | 3,750股 | $24.0万 | 3,750股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.11% | — | $23.5万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.11% | — | $23.3万 | 1,573股 | $0 | 0股 | +1,573股 | 新买入 |
 麦当劳MCD |
| 0.1% | 0.13% | $21.6万 | 800股 | $24.9万 | 800股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPUS |
| 0.1% | — | $21.0万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 强生JNJ |
| 0.09% | — | $20.3万 | 800股 | $0 | 0股 | +800股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.09% | — | $20.0万 | 400股 | $0 | 0股 | +400股 | 新买入 |
