| G通用动力VTI |
| 23.32% | 24.16% | $4,100.5万 | 11.0万股 | $3,381.7万 | 10.5万股 | +4,693股+4.45% | 加仓 |
| V先锋领航STAR基金VXUS |
| 16% | 15.1% | $2,812.6万 | 33.1万股 | $2,112.9万 | 27.4万股 | +5.7万股+20.77% | 加仓 |
| V先锋领航·TOTALBND |
| 13.16% | 11.91% | $2,313.0万 | 31.8万股 | $1,666.3万 | 22.6万股 | +9.1万股+40.38% | 加仓 |
| V先锋领航指数基金VOO |
| 9.56% | 10.57% | $1,680.8万 | 2.4万股 | $1,479.4万 | 2.5万股 | -530股-2.14% | 减仓 |
| V先锋领航·TOTALBNDX |
| 8.45% | 8.84% | $1,486.2万 | 30.9万股 | $1,236.5万 | 25.7万股 | +5.2万股+20.25% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 7.12% | 8.04% | $1,251.2万 | 15.1万股 | $1,125.0万 | 15.0万股 | +708股+0.47% | 加仓 |
| V先锋领航指数基金VXF |
| 3.09% | 3.18% | $542.4万 | 2.3万股 | $445.2万 | 2.2万股 | +944股+4.36% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.63% | 1.87% | $462.0万 | 5.6万股 | $262.0万 | 3.2万股 | +2.5万股+78.10% | 加仓 |
| IiShares安硕信托SGOV |
| 2.25% | 1.54% | $394.9万 | 3.9万股 | $214.8万 | 2.1万股 | +1.8万股+84.02% | 加仓 |
| V先锋领航指数基金VUG |
| 1.83% | 1.91% | $321.9万 | 3.7万股 | $266.8万 | 6,108股 | +3.1万股+500.57% | 加仓 |
| V先锋领航指数基金VTV |
| 1.49% | 1.69% | $261.4万 | 1.2万股 | $236.7万 | 1.2万股 | -45股-0.37% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.34% | — | $235.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 1.31% | 0.62% | $229.7万 | 2.9万股 | $86.9万 | 1.1万股 | +1.8万股+166.20% | 加仓 |
| V先锋领航·MIDVO |
| 1.02% | 1.14% | $179.6万 | 2.2万股 | $159.8万 | 5,566股 | +1.7万股+301.08% | 加仓 |
| V先锋领航指数基金VB |
| 0.97% | 1.07% | $169.7万 | 5,712股 | $149.5万 | 5,707股 | +5股+0.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.95% | 1.08% | $167.8万 | 2.4万股 | $151.0万 | 2.4万股 | +126股+0.53% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.93% | 1.75% | $164.0万 | 6,911股 | $244.8万 | 1.1万股 | -4,470股-39.28% | 减仓 |
| S嘉信策略信托SGVT |
| 0.72% | 0.96% | $127.3万 | 1.3万股 | $134.3万 | 1.3万股 | -690股-5.17% | 减仓 |
| V先锋领航市政债券基金VTEI |
| 0.66% | 0.82% | $116.4万 | 1.2万股 | $114.4万 | 1.1万股 | +157股+1.37% | 加仓 |
| V先锋领航市政债券基金VTEL |
| 0.48% | 0.62% | $84.6万 | 8,148股 | $86.4万 | 8,424股 | -276股-3.28% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.47% | 0.61% | $83.0万 | 8,221股 | $86.0万 | 8,500股 | -279股-3.28% | 减仓 |
 微软MSFT |
| 0.38% | 0.44% | $66.3万 | 1,675股 | $62.0万 | 1,674股 | +1股+0.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.34% | 0.37% | $59.9万 | 793股 | $51.5万 | 793股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 0.28% | 0.38% | $49.7万 | 1,221股 | $52.7万 | 1,214股 | +7股+0.58% | 加仓 |
| V先锋领航指数基金VV |
| 0.23% | 0.25% | $40.6万 | 1,168股 | $34.8万 | 1,164股 | +4股+0.34% | 加仓 |
| IiShares安硕信托IVW |
| 0.23% | 0.24% | $40.5万 | 2,922股 | $33.0万 | 2,921股 | +1股+0.03% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.22% | 0.25% | $38.6万 | 3,124股 | $34.8万 | 815股 | +2,309股+283.31% | 加仓 |
| I景顺QQQ信托VOO |
| 0.18% | 0.19% | $30.9万 | 430股 | $26.3万 | 456股 | -26股-5.70% | 减仓 |
 默沙东MRK |
| 0.15% | 0.24% | $26.1万 | 2,109股 | $33.0万 | 2,744股 | -635股-23.14% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.13% | 0.19% | $23.2万 | 3,046股 | $25.9万 | 3,356股 | -310股-9.24% | 减仓 |
| IiShares安硕信托STIP |
| 0.11% | — | $20.1万 | 1,979股 | $0 | 0股 | +1,979股 | 新买入 |
