| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 12.2% | 10.17% | $1,840.0万 | 74.6万股 | $1,835.9万 | 74.3万股 | +3,637股+0.49% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.97% | 4.87% | $1,050.9万 | 4.4万股 | $879.7万 | 4.1万股 | +3,508股+8.58% | 加仓 |
| SSPDR道富系列信托EBND |
| 6.4% | 4.94% | $965.5万 | 46.2万股 | $892.1万 | 43.2万股 | +2.9万股+6.79% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.55% | 4.3% | $837.5万 | 14.0万股 | $776.4万 | 14.4万股 | -3,347股-2.33% | 减仓 |
| S嘉信·USSCHX |
| 4.99% | 3.59% | $753.0万 | 25.6万股 | $647.3万 | 25.2万股 | +3,390股+1.34% | 加仓 |
| AALPS O SHRS U S SML CP QLTY DIV ETFOUSM |
| 4.28% | 2.88% | $645.0万 | 13.6万股 | $520.6万 | 11.9万股 | +1.7万股+14.03% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 4.15% | 3.25% | $626.0万 | 13.0万股 | $587.2万 | 12.6万股 | +4,471股+3.56% | 加仓 |
| S嘉信策略信托SCHF |
| 3.89% | 2.64% | $586.8万 | 21.2万股 | $476.5万 | 19.3万股 | +1.9万股+10.04% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.45% | 2% | $369.6万 | 3.6万股 | $360.1万 | 3.8万股 | -1,715股-4.55% | 减仓 |
| V先锋领航全球基金ESGV |
| 2.29% | 1.74% | $344.9万 | 2.6万股 | $314.8万 | 2.8万股 | -1,956股-6.98% | 减仓 |
 AMGEN COMAMGN |
| 2% | 1.92% | $301.8万 | 8,334股 | $345.7万 | 9,826股 | -1,492股-15.18% | 减仓 |
| V先锋领航指数基金VXF |
| 1.97% | 1.53% | $297.5万 | 1.2万股 | $276.1万 | 1.3万股 | -1,331股-9.92% | 减仓 |
 苹果AAPL |
| 1.89% | 1.74% | $284.4万 | 9,830股 | $314.3万 | 1.2万股 | -2,554股-20.62% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.8% | 1.5% | $271.4万 | 3.2万股 | $271.4万 | 3.6万股 | -3,736股-10.34% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.71% | 1.38% | $258.1万 | 5.8万股 | $248.3万 | 5.6万股 | +1,683股+3.01% | 加仓 |
 微软MSFT |
| 1.69% | 2.35% | $254.2万 | 6,813股 | $423.9万 | 1.1万股 | -4,638股-40.50% | 减仓 |
 好市多COST |
| 1.61% | 2.03% | $243.5万 | 2,603股 | $366.1万 | 3,674股 | -1,071股-29.15% | 减仓 |
 星巴克SBUX |
| 1.52% | 4.79% | $228.5万 | 2.2万股 | $863.8万 | 9.6万股 | -7.4万股-76.81% | 减仓 |
 VisaV |
| 1.45% | 1.42% | $218.7万 | 6,375股 | $256.2万 | 8,478股 | -2,103股-24.81% | 减仓 |
| IiShares安硕GHYG |
| 1.43% | 1.21% | $215.1万 | 4.8万股 | $218.8万 | 4.9万股 | -1,000股-2.06% | 减仓 |
| IiShares安硕信托IUSB |
| 1.35% | 1.13% | $203.1万 | 4.4万股 | $203.2万 | 4.4万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.31% | 1.04% | $197.8万 | 6,042股 | $187.0万 | 6,356股 | -314股-4.94% | 减仓 |
| KKimco地产KIM |
| 1.26% | 0.98% | $190.3万 | 7.5万股 | $177.1万 | 7.9万股 | -3,735股-4.74% | 减仓 |
 福泰制药VRTX |
| 1.08% | 1.12% | $163.2万 | 3,286股 | $201.3万 | 4,509股 | -1,223股-27.12% | 减仓 |
 史赛克SYK |
| 1.05% | 1.11% | $158.4万 | 5,018股 | $200.6万 | 6,089股 | -1,071股-17.59% | 减仓 |
| IIBMIBM |
| 1.03% | 0.87% | $155.7万 | 5,536股 | $156.5万 | 6,457股 | -921股-14.26% | 减仓 |
 沃特世WAT |
| 0.98% | 0.81% | $148.4万 | 3,958股 | $146.0万 | 4,904股 | -946股-19.29% | 减仓 |
 谷歌AGOOGL |
| 0.98% | 0.67% | $148.1万 | 4,144股 | $121.6万 | 4,229股 | -85股-2.01% | 减仓 |
 高露洁CL |
| 0.92% | 0.8% | $138.9万 | 1.5万股 | $144.2万 | 1.7万股 | -1,773股-10.48% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.89% | 0.69% | $133.9万 | 1.5万股 | $123.7万 | 1.6万股 | -269股-1.71% | 减仓 |
 WASTE MGMT DELWM |
| 0.85% | 0.76% | $128.0万 | 5,745股 | $137.3万 | 5,976股 | -231股-3.87% | 减仓 |
 美国合众银行USB |
| 0.84% | 0.78% | $126.9万 | 2.1万股 | $139.9万 | 2.7万股 | -5,805股-21.79% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.84% | 0.65% | $126.1万 | 1.1万股 | $116.7万 | 1.3万股 | -1,859股-14.36% | 减仓 |
 辉瑞PFE |
| 0.76% | 0.83% | $114.3万 | 4.7万股 | $149.2万 | 5.3万股 | -5,689股-10.70% | 减仓 |
 WEYERHAEUSERWY |
| 0.74% | 0.67% | $111.7万 | 4.7万股 | $120.3万 | 4.9万股 | -2,575股-5.23% | 减仓 |
 高盛GS |
| 0.74% | 0.55% | $111.4万 | 1,101股 | $99.4万 | 1,175股 | -74股-6.30% | 减仓 |
 ADOBE COMADBE |
| 0.73% | 1.07% | $110.3万 | 5,379股 | $193.5万 | 7,961股 | -2,582股-32.43% | 减仓 |
 联合包裹UPSUPS |
| 0.7% | 0.58% | $105.4万 | 9,809股 | $104.3万 | 1.1万股 | -793股-7.48% | 减仓 |
 罗克韦尔自动化ROK |
| 0.66% | 0.41% | $99.9万 | 2,018股 | $74.3万 | 2,069股 | -51股-2.46% | 减仓 |
| S嘉信·USSCHP |
| 0.66% | 0.66% | $99.5万 | 3.8万股 | $118.7万 | 4.5万股 | -7,038股-15.78% | 减仓 |
 强生JNJ |
| 0.64% | 0.66% | $95.8万 | 3,774股 | $118.5万 | 4,849股 | -1,075股-22.17% | 减仓 |
 ESSENTIAL UTILSWTRG |
| 0.61% | 0.53% | $91.5万 | 2.4万股 | $96.3万 | 2.4万股 | -12股-0.05% | 减仓 |
 威瑞森VZ |
| 0.6% | 1% | $90.3万 | 2.1万股 | $180.3万 | 3.6万股 | -1.5万股-40.62% | 减仓 |
 家得宝HD |
| 0.58% | 0.48% | $88.0万 | 2,496股 | $86.7万 | 2,635股 | -139股-5.28% | 减仓 |
 WELLTOWER COMWELL |
| 0.5% | — | $75.8万 | 3,340股 | $0 | 0股 | +3,340股 | 新买入 |
 KENVUE COMKVUE |
| 0.46% | 0.35% | $69.3万 | 3.6万股 | $63.3万 | 3.7万股 | -442股-1.20% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.46% | $65.7万 | 1,860股 | $82.9万 | 2,890股 | -1,030股-35.64% | 减仓 |
 雪佛龙CVX |
| 0.42% | 0.7% | $62.7万 | 3,783股 | $125.9万 | 6,087股 | -2,304股-37.85% | 减仓 |
 DANAHER DEL COMDHR |
| 0.41% | 0.48% | $61.1万 | 3,200股 | $87.4万 | 4,600股 | -1,400股-30.43% | 减仓 |
| MMANHATTAN ASSOCIATESMANH |
| 0.36% | 0.23% | $54.9万 | 3,941股 | $41.0万 | 3,083股 | +858股+27.83% | 加仓 |
