| V先锋领航·FTSEVEA |
| 14.86% | 16.31% | $2,730.6万 | 38.3万股 | $2,407.5万 | 37.6万股 | +7,534股+2.01% | 加仓 |
 微软MSFT |
| 6.28% | 5.89% | $1,153.6万 | 3.1万股 | $869.6万 | 2.3万股 | +7,433股+31.64% | 加仓 |
| IiShares安硕IEMG |
| 5.37% | 5.65% | $987.4万 | 11.9万股 | $834.4万 | 12.0万股 | -442股-0.37% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 5.3% | 5.87% | $973.6万 | 7.8万股 | $866.2万 | 2.0万股 | +5.8万股+285.99% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 4.59% | 4.97% | $844.4万 | 16.7万股 | $733.6万 | 14.7万股 | +2.0万股+13.52% | 加仓 |
| IiShares安硕信托IWD |
| 4.58% | 5.29% | $841.1万 | 3.5万股 | $781.3万 | 3.7万股 | -1,870股-5.11% | 减仓 |
 亚马逊AMZN |
| 4.46% | 4.84% | $819.0万 | 3.4万股 | $714.2万 | 3.4万股 | +68股+0.20% | 加仓 |
| G通用动力VTI |
| 4% | 4.02% | $734.2万 | 2.0万股 | $594.0万 | 1.9万股 | +1,326股+7.16% | 加仓 |
 苹果AAPL |
| 3.61% | 3.58% | $664.2万 | 2.3万股 | $527.9万 | 2.1万股 | +2,153股+10.35% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.09% | 3.05% | $568.6万 | 11.3万股 | $450.1万 | 9.0万股 | +2.3万股+25.64% | 加仓 |
| V先锋领航指数基金VTV |
| 2.96% | 3.11% | $544.2万 | 2.5万股 | $459.4万 | 2.3万股 | +1,554股+6.64% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.77% | 2.89% | $508.2万 | 8.5万股 | $427.2万 | 7.9万股 | +6,091股+7.71% | 加仓 |
| IiShares安硕信托AGG |
| 2.75% | 3.09% | $506.3万 | 5.1万股 | $455.7万 | 4.6万股 | +5,240股+11.41% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.64% | 2.57% | $484.9万 | 4.7万股 | $379.6万 | 3.9万股 | +7,591股+19.42% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.32% | 2.51% | $425.9万 | 1.0万股 | $370.8万 | 1.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.09% | 0.35% | $383.6万 | 1.1万股 | $52.0万 | 1,813股 | +9,043股+498.79% | 加仓 |
| IiShares安硕信托LQD |
| 2.08% | 2.08% | $382.5万 | 3.5万股 | $306.8万 | 2.8万股 | +6,924股+24.60% | 加仓 |
| V先锋领航指数基金VBK |
| 1.94% | 2.12% | $357.4万 | 9,773股 | $312.6万 | 1.0万股 | -568股-5.49% | 减仓 |
| V先锋领航指数基金VUG |
| 1.89% | 1.89% | $347.5万 | 4.0万股 | $278.4万 | 6,373股 | +3.4万股+532.94% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.69% | 2.02% | $310.6万 | 1.6万股 | $298.5万 | 1.6万股 | -482股-2.98% | 减仓 |
 谷歌AGOOGL |
| 1.69% | 0.9% | $310.5万 | 8,687股 | $132.3万 | 4,602股 | +4,085股+88.77% | 加仓 |
 英伟达NVDA |
| 1.57% | 1.57% | $287.9万 | 1.4万股 | $231.5万 | 1.3万股 | +1,117股+8.42% | 加仓 |
 Meta平台META |
| 1.28% | 0.44% | $235.3万 | 4,177股 | $64.7万 | 1,130股 | +3,047股+269.65% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.27% | 1.61% | $232.9万 | 10.1万股 | $237.9万 | 10.2万股 | -1,780股-1.74% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.12% | 1.23% | $206.3万 | 4.1万股 | $182.2万 | 3.6万股 | +4,359股+11.97% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.98% | 0.98% | $180.2万 | 6.2万股 | $144.2万 | 5.7万股 | +4,774股+8.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.88% | 0.6% | $162.4万 | 3,245股 | $88.2万 | 1,841股 | +1,404股+76.26% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.81% | 0.97% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.78% | 1% | $143.3万 | 6,538股 | $147.7万 | 7,248股 | -710股-9.80% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.7% | 0.89% | $129.2万 | 1.6万股 | $131.0万 | 1.6万股 | -191股-1.21% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.61% | 0.6% | $111.7万 | 1.4万股 | $88.5万 | 2,170股 | +1.1万股+522.86% | 加仓 |
| IiShares安硕信托GVI |
| 0.59% | 0.91% | $109.3万 | 1.0万股 | $134.0万 | 1.3万股 | -2,467股-19.54% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.57% | 0.64% | $105.0万 | 1.2万股 | $94.7万 | 1.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.48% | 0.43% | $87.6万 | 2,320股 | $63.6万 | 2,056股 | +264股+12.84% | 加仓 |
 特斯拉TSLA |
| 0.45% | 0.33% | $82.6万 | 1,964股 | $48.2万 | 1,296股 | +668股+51.54% | 加仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.47% | $79.3万 | 1,154股 | $69.3万 | 1,159股 | -5股-0.43% | 减仓 |
| IiShares安硕信托IWS |
| 0.38% | 0.4% | $70.1万 | 4,261股 | $59.5万 | 4,085股 | +176股+4.31% | 加仓 |
 礼来LLY |
| 0.35% | 0.21% | $65.0万 | 542股 | $31.6万 | 343股 | +199股+58.02% | 加仓 |
 应用材料AMAT |
| 0.33% | — | $60.4万 | 835股 | $0 | 0股 | +835股 | 新买入 |
 台积电TSM |
| 0.32% | 0.27% | $59.3万 | 1,242股 | $39.1万 | 1,158股 | +84股+7.25% | 加仓 |
| IiShares安硕信托IEFA |
| 0.3% | — | $54.7万 | 5,659股 | $0 | 0股 | +5,659股 | 新买入 |
 NETFLIXNFLX |
| 0.28% | 0.45% | $51.3万 | 7,178股 | $67.0万 | 6,965股 | +213股+3.06% | 加仓 |
 BOOKING COMBKNG |
| 0.27% | 0.32% | $50.2万 | 2,816股 | $46.7万 | 111股 | +2,705股+2,436.94% | 加仓 |
| V先锋领航·MIDVO |
| 0.26% | 0.21% | $47.5万 | 5,896股 | $31.3万 | 1,089股 | +4,807股+441.41% | 加仓 |
| V先锋领航·TOTALBND |
| 0.26% | 0.31% | $47.1万 | 6,418股 | $46.3万 | 6,286股 | +132股+2.10% | 加仓 |
 美光科技MU |
| 0.23% | — | $42.6万 | 369股 | $0 | 0股 | +369股 | 新买入 |
 摩根大通JPM |
| 0.22% | 0.21% | $40.3万 | 1,230股 | $31.5万 | 1,071股 | +159股+14.85% | 加仓 |
 好市多COST |
| 0.21% | 0.26% | $39.4万 | 421股 | $39.1万 | 393股 | +28股+7.12% | 加仓 |
 沃尔玛WMT |
| 0.2% | — | $36.2万 | 3,193股 | $0 | 0股 | +3,193股 | 新买入 |
 埃克森美孚XOM |
| 0.2% | 0.25% | $35.9万 | 2,625股 | $36.8万 | 2,168股 | +457股+21.08% | 加仓 |
