| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 11.82% | 9.26% | $2,631.6万 | 90.9万股 | $1,919.4万 | 70.1万股 | +20.8万股+29.66% | 加仓 |
| S嘉信策略信托SCHF |
| 10.01% | 9.37% | $2,229.4万 | 80.5万股 | $1,941.6万 | 74.3万股 | +6.2万股+8.29% | 加仓 |
| G通用动力VTI |
| 8.48% | 8.31% | $1,888.8万 | 5.1万股 | $1,722.4万 | 4.9万股 | +1,800股+3.66% | 加仓 |
| S嘉信策略信托SCHR |
| 8.04% | 8.14% | $1,791.4万 | 72.6万股 | $1,686.7万 | 67.8万股 | +4.8万股+7.07% | 加仓 |
| S嘉信·USSCHX |
| 7.34% | 8.91% | $1,635.0万 | 55.6万股 | $1,846.7万 | 66.1万股 | -10.5万股-15.89% | 减仓 |
| V先锋领航指数基金VV |
| 4.84% | 4.93% | $1,078.1万 | 3.1万股 | $1,022.2万 | 3.1万股 | +25股+0.08% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.25% | 4.21% | $946.8万 | 11.1万股 | $871.9万 | 10.7万股 | +4,089股+3.83% | 加仓 |
| S嘉信策略信托SCHM |
| 2.65% | 3.12% | $589.2万 | 16.0万股 | $646.8万 | 19.5万股 | -3.5万股-17.88% | 减仓 |
| S道富SPYM |
| 2.58% | 2.58% | $575.7万 | 6.6万股 | $534.7万 | 6.4万股 | +1,488股+2.32% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.42% | 3.18% | $539.6万 | 9.1万股 | $658.5万 | 11.1万股 | -1.9万股-17.44% | 减仓 |
| IiShares安硕信托IXUS |
| 2.2% | 2.24% | $489.4万 | 5.1万股 | $464.2万 | 5.1万股 | +707股+1.40% | 加仓 |
| S道富SPTI |
| 2.02% | 1.37% | $450.0万 | 15.8万股 | $283.7万 | 9.9万股 | +5.9万股+59.75% | 加仓 |
 英伟达NVDA |
| 1.9% | 1.3% | $423.7万 | 2.1万股 | $269.1万 | 1.3万股 | +8,300股+64.47% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.82% | 1.81% | $406.4万 | 8.1万股 | $374.8万 | 7.8万股 | +2,810股+3.61% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.62% | 1.68% | $359.8万 | 10.6万股 | $347.9万 | 10.7万股 | -300股-0.28% | 减仓 |
| V先锋领航·MIDVO |
| 1.59% | 6.07% | $353.4万 | 4.4万股 | $1,257.6万 | 4.4万股 | +38股+0.09% | 加仓 |
| S嘉信·USSCHA |
| 1.56% | 1.76% | $348.3万 | 9.6万股 | $364.9万 | 11.4万股 | -1.8万股-15.68% | 减仓 |
| V先锋领航指数基金VOO |
| 1.52% | 1.58% | $338.2万 | 4,924股 | $326.9万 | 5,011股 | -87股-1.74% | 减仓 |
| IiShares安硕信托IVV |
| 1.12% | 1.15% | $250.3万 | 3,343股 | $237.8万 | 3,335股 | +8股+0.24% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.11% | 1.17% | $247.3万 | 3.5万股 | $242.2万 | 3.6万股 | -1,079股-3.01% | 减仓 |
| EEA SERIES TRUSTAAUA |
| 0.9% | — | $201.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| S道富SPMD |
| 0.88% | 0.86% | $195.4万 | 2.9万股 | $178.8万 | 2.8万股 | +593股+2.09% | 加仓 |
| V先锋领航指数基金VB |
| 0.84% | 0.84% | $187.5万 | 6,187股 | $174.7万 | 6,234股 | -47股-0.75% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.81% | — | $180.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.59% | 0.59% | $131.9万 | 6,053股 | $122.9万 | 6,032股 | +21股+0.35% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.49% | 0.52% | $109.1万 | 1.8万股 | $107.6万 | 1.9万股 | -246股-1.33% | 减仓 |
| IiShares安硕信托ITOT |
| 0.46% | 0.47% | $103.5万 | 6,298股 | $97.8万 | 6,296股 | +2股+0.03% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.43% | 0.46% | $95.2万 | 3.3万股 | $95.6万 | 3.3万股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.43% | 0.42% | $94.7万 | 1.6万股 | $87.8万 | 1.7万股 | -224股-1.35% | 减仓 |
| V先锋领航指数基金VUG |
| 0.41% | 2.14% | $92.3万 | 1.1万股 | $443.9万 | 1.0万股 | +554股+5.45% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.4% | 0.41% | $89.2万 | 2,633股 | $84.5万 | 2,633股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.4% | 0.2% | $88.5万 | 2,104股 | $41.4万 | 1,104股 | +1,000股+90.58% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.4% | 0.42% | $88.2万 | 3.7万股 | $86.2万 | 3.6万股 | +984股+2.77% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.34% | 0.34% | $75.5万 | 3,106股 | $71.4万 | 3,097股 | +9股+0.29% | 加仓 |
| S嘉信策略信托SCHC |
| 0.33% | 0.34% | $72.4万 | 1.4万股 | $69.8万 | 1.4万股 | +5股+0.04% | 加仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 0.32% | 0.32% | $72.2万 | 2.3万股 | $65.8万 | 2.1万股 | +2,031股+9.65% | 加仓 |
| IiShares安硕信托GVI |
| 0.31% | 0.33% | $68.5万 | 6,362股 | $68.2万 | 6,362股 | 00.00% | 持仓不变 |
| IiShares安硕信托GJS |
| 0.28% | 0.31% | $62.4万 | 2.7万股 | $64.1万 | 2.8万股 | -611股-2.18% | 减仓 |
 谷歌AGOOGL |
| 0.28% | 0.29% | $61.9万 | 1,732股 | $60.7万 | 1,732股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.27% | 0.28% | $61.1万 | 2,113股 | $57.1万 | 2,113股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.27% | 0.32% | $59.0万 | 1,671股 | $66.9万 | 1,922股 | -251股-13.06% | 减仓 |
 鲍尔公司BALL |
| 0.26% | 0.27% | $57.8万 | 9,265股 | $56.9万 | 9,265股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.25% | 0.27% | $56.7万 | 1.8万股 | $56.5万 | 1.8万股 | -78股-0.43% | 减仓 |
| IiShares安硕·COREIJH |
| 0.24% | 0.25% | $54.5万 | 7,074股 | $51.0万 | 7,086股 | -12股-0.17% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.24% | 0.09% | $54.4万 | 2,000股 | $18.8万 | 2,000股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.24% | 0.26% | $52.9万 | 2.3万股 | $53.1万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.22% | 0.23% | $50.1万 | 3,786股 | $47.0万 | 3,778股 | +8股+0.21% | 加仓 |
| IiShares安硕信托IEFA |
| 0.22% | 0.23% | $48.2万 | 4,989股 | $47.0万 | 4,989股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.2% | 0.2% | $44.5万 | 3,003股 | $40.8万 | 3,008股 | -5股-0.17% | 减仓 |
| I景顺QQQ信托VOO |
| 0.2% | 0.19% | $43.8万 | 595股 | $38.9万 | 595股 | 00.00% | 持仓不变 |
