| V先锋领航·TOTALBND |
| 14.02% | 14.8% | $3,187.4万 | 43.4万股 | $2,840.6万 | 38.6万股 | +4.8万股+12.56% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 13.57% | 13.21% | $3,083.7万 | 88.6万股 | $2,536.0万 | 83.1万股 | +5.4万股+6.54% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 13.24% | 12.62% | $3,009.6万 | 88.9万股 | $2,421.7万 | 83.1万股 | +5.8万股+6.98% | 加仓 |
| V先锋领航·FTSEVEA |
| 12.59% | 12.14% | $2,860.7万 | 40.2万股 | $2,330.6万 | 36.4万股 | +3.8万股+10.39% | 加仓 |
| VVanEck Russia ETFBBH |
| 10.07% | 10.39% | $2,287.6万 | 22.0万股 | $1,995.0万 | 20.6万股 | +1.4万股+6.66% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 8.29% | 9.03% | $1,884.8万 | 78.1万股 | $1,733.1万 | 71.4万股 | +6.7万股+9.34% | 加仓 |
| S嘉信策略信托SCHC |
| 6.25% | 6.57% | $1,420.1万 | 26.9万股 | $1,261.9万 | 25.8万股 | +1.1万股+4.37% | 加仓 |
| S嘉信·USSCHA |
| 4.06% | 3.53% | $923.3万 | 25.6万股 | $678.2万 | 23.3万股 | +2.2万股+9.58% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.45% | 2.45% | $556.2万 | 5.8万股 | $470.0万 | 5.3万股 | +4,690股+8.85% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.39% | 2.23% | $543.8万 | 9.1万股 | $427.2万 | 7.9万股 | +1.2万股+15.24% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 2.25% | 2.05% | $511.0万 | 13.4万股 | $393.8万 | 12.1万股 | +1.3万股+10.57% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.21% | 1.32% | $274.3万 | 6.9万股 | $253.7万 | 6.6万股 | +2,809股+4.24% | 加仓 |
| V先锋领航指数基金VOO |
| 0.9% | 0.91% | $204.1万 | 2,972股 | $175.5万 | 2,937股 | +35股+1.19% | 加仓 |
 卡特彼勒CAT |
| 0.82% | 0.66% | $186.8万 | 1,754股 | $126.9万 | 1,791股 | -37股-2.07% | 减仓 |
| S嘉信策略信托SCHF |
| 0.76% | 0.8% | $171.6万 | 6.2万股 | $153.9万 | 6.2万股 | -228股-0.37% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.59% | 0.7% | $134.6万 | 1.8万股 | $134.7万 | 1.7万股 | +98股+0.56% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.47% | 0.54% | $107.4万 | 2.1万股 | $103.5万 | 2.1万股 | +474股+2.28% | 加仓 |
| IiShares安硕信托IVW |
| 0.47% | 0.46% | $106.9万 | 7,772股 | $87.8万 | 7,765股 | +7股+0.09% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.39% | 0.47% | $88.4万 | 1.5万股 | $90.1万 | 1.5万股 | -206股-1.34% | 减仓 |
 苹果AAPL |
| 0.36% | 0.38% | $82.4万 | 2,848股 | $73.5万 | 2,895股 | -47股-1.62% | 减仓 |
| IiShares安硕信托GVI |
| 0.35% | 0.4% | $80.3万 | 7,465股 | $77.7万 | 7,321股 | +144股+1.97% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.35% | 0.35% | $78.8万 | 2.7万股 | $68.1万 | 2.7万股 | +71股+0.26% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.35% | 0.38% | $78.6万 | 3,462股 | $72.8万 | 3,448股 | +14股+0.41% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.33% | 0.34% | $75.2万 | 1.7万股 | $65.7万 | 1.7万股 | +42股+0.25% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.3% | 0.34% | $69.1万 | 4,370股 | $64.9万 | 4,383股 | -13股-0.30% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.3% | 0.35% | $67.1万 | 2.9万股 | $66.6万 | 2.9万股 | +296股+1.03% | 加仓 |
| V先锋领航指数基金VB |
| 0.29% | 0.31% | $66.9万 | 2,206股 | $58.8万 | 2,245股 | -39股-1.74% | 减仓 |
| V先锋领航指数基金VUG |
| 0.21% | 0.22% | $48.8万 | 5,660股 | $42.2万 | 966股 | +4,694股+485.92% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.2% | 0.17% | $46.4万 | 2,434股 | $32.5万 | 2,443股 | -9股-0.37% | 减仓 |
| IiShares安硕信托GVI |
| 0.18% | 0.21% | $40.8万 | 3,834股 | $40.6万 | 3,810股 | +24股+0.63% | 加仓 |
 联合包裹UPSUPS |
| 0.17% | — | $38.4万 | 3,576股 | $0 | 0股 | +3,576股 | 新买入 |
| OORION GROUP HLDGS INC COMORN |
| 0.17% | 0.13% | $37.8万 | 2.3万股 | $24.5万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.15% | 0.15% | $34.9万 | 1,163股 | $28.8万 | 1,160股 | +3股+0.26% | 加仓 |
 微软MSFT |
| 0.15% | 0.18% | $34.6万 | 928股 | $34.2万 | 923股 | +5股+0.54% | 加仓 |
| V先锋领航全球基金VGT |
| 0.15% | 0.13% | $33.5万 | 2,800股 | $24.4万 | 350股 | +2,450股+700.00% | 加仓 |
 GE航空GE |
| 0.13% | 0.12% | $30.5万 | 815股 | $23.1万 | 814股 | +1股+0.12% | 加仓 |
| IiShares安硕信托IVV |
| 0.12% | 0.11% | $28.4万 | 379股 | $20.8万 | 319股 | +60股+18.81% | 加仓 |
| S道富SPYV |
| 0.12% | 0.14% | $28.1万 | 4,621股 | $26.3万 | 4,642股 | -21股-0.45% | 减仓 |
| IiShares安硕信托IEFA |
| 0.12% | 0.13% | $26.2万 | 2,710股 | $24.2万 | 2,668股 | +42股+1.57% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.11% | 0.12% | $25.2万 | 1.1万股 | $22.8万 | 1.1万股 | +64股+0.60% | 加仓 |
| V先锋领航指数基金VTV |
| 0.11% | 0.11% | $24.1万 | 1,107股 | $21.7万 | 1,107股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.1% | 0.11% | $23.0万 | 1,853股 | $21.3万 | 498股 | +1,355股+272.09% | 加仓 |
 GE VernovaGEV |
| 0.1% | — | $22.7万 | 193股 | $0 | 0股 | +193股 | 新买入 |
 美敦力MDT |
| 0.1% | 0.13% | $22.0万 | 2,807股 | $24.4万 | 2,814股 | -7股-0.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.09% | — | $21.4万 | 606股 | $0 | 0股 | +606股 | 新买入 |
| V先锋领航债券指数基金BSV |
| 0.09% | — | $20.4万 | 2,616股 | $0 | 0股 | +2,616股 | 新买入 |
