| V先锋领航指数基金VV |
| 8.7% | 7.96% | $6,536.3万 | 19.0万股 | $5,603.6万 | 18.8万股 | +2,551股+1.36% | 加仓 |
| V先锋领航STAR基金VXUS |
| 6.03% | 5.68% | $4,529.1万 | 53.0万股 | $3,997.1万 | 51.8万股 | +1.1万股+2.20% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5% | 4.72% | $3,754.2万 | 84.6万股 | $3,321.1万 | 85.5万股 | -8,346股-0.98% | 减仓 |
| V先锋领航·MIDVO |
| 4.67% | 4.33% | $3,506.9万 | 43.5万股 | $3,045.1万 | 10.6万股 | +32.9万股+310.49% | 加仓 |
| IiShares安硕信托DGRO |
| 4.52% | 4.38% | $3,392.7万 | 44.8万股 | $3,082.7万 | 43.9万股 | +8,387股+1.91% | 加仓 |
| V先锋领航指数基金VB |
| 3.97% | 3.64% | $2,984.7万 | 9.8万股 | $2,563.7万 | 9.8万股 | +585股+0.60% | 加仓 |
 苹果AAPL |
| 2.96% | 3.09% | $2,226.2万 | 7.7万股 | $2,175.6万 | 8.6万股 | -8,789股-10.25% | 减仓 |
 英伟达NVDA |
| 2.91% | 3.03% | $2,187.8万 | 10.9万股 | $2,133.8万 | 12.2万股 | -1.3万股-10.63% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.79% | 2.82% | $2,098.9万 | 9.6万股 | $1,985.2万 | 10.3万股 | -7,846股-7.58% | 减仓 |
| IiShares安硕信托AGG |
| 2.78% | 2.86% | $2,084.8万 | 21.1万股 | $2,015.7万 | 20.3万股 | +7,575股+3.73% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 2.29% | 2.27% | $1,720.5万 | 39.7万股 | $1,597.7万 | 38.2万股 | +1.5万股+3.96% | 加仓 |
 iShares安硕信托AFL |
| 2.02% | 2.09% | $1,514.0万 | 13.9万股 | $1,467.1万 | 13.4万股 | +4,826股+3.61% | 加仓 |
| IiShares安硕信托VLUE |
| 1.93% | 1.46% | $1,448.1万 | 7.2万股 | $1,030.5万 | 7.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 1.86% | 1.91% | $1,394.7万 | 17.6万股 | $1,346.6万 | 17.0万股 | +6,599股+3.88% | 加仓 |
| IiShares安硕信托LQD |
| 1.74% | 1.79% | $1,305.8万 | 12.0万股 | $1,256.7万 | 11.5万股 | +4,410股+3.82% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.72% | 1.61% | $1,294.9万 | 25.0万股 | $1,135.9万 | 24.2万股 | +7,930股+3.27% | 加仓 |
 谷歌AGOOGL |
| 1.67% | 1.69% | $1,256.5万 | 3.5万股 | $1,188.6万 | 4.1万股 | -6,174股-14.94% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.64% | 1.62% | $1,232.8万 | 33.5万股 | $1,143.1万 | 33.7万股 | -1,878股-0.56% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.61% | 1.67% | $1,209.4万 | 50.1万股 | $1,174.1万 | 48.4万股 | +1.7万股+3.56% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.54% | 1.49% | $1,159.4万 | 5.9万股 | $1,048.5万 | 5.7万股 | +1,777股+3.12% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 1.5% | 1.36% | $1,126.7万 | 12.6万股 | $954.1万 | 12.6万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.39% | 1.43% | $1,047.0万 | 17.8万股 | $1,009.1万 | 16.9万股 | +8,062股+4.76% | 加仓 |
 微软MSFT |
| 1.36% | 1.6% | $1,021.1万 | 2.7万股 | $1,129.3万 | 3.1万股 | -3,133股-10.27% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.22% | 1.11% | $913.7万 | 8.4万股 | $782.4万 | 8.3万股 | +1,009股+1.22% | 加仓 |
 亚马逊AMZN |
| 1.07% | 1.18% | $806.6万 | 3.4万股 | $826.9万 | 4.0万股 | -5,860股-14.76% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.89% | 0.9% | $667.6万 | 13.8万股 | $634.1万 | 13.2万股 | +5,880股+4.46% | 加仓 |
 博通AVGO |
| 0.82% | 0.84% | $617.3万 | 1.6万股 | $589.8万 | 1.9万股 | -2,715股-14.25% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.75% | 0.72% | $561.0万 | 8.7万股 | $507.3万 | 8.4万股 | +2,280股+2.70% | 加仓 |
 Meta平台META |
| 0.62% | 0.82% | $466.9万 | 8,289股 | $578.1万 | 1.0万股 | -1,815股-17.96% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.61% | 0.58% | $455.1万 | 7.4万股 | $410.9万 | 7.5万股 | -1,002股-1.33% | 减仓 |
| G通用动力VTI |
| 0.57% | 0.53% | $431.7万 | 1.2万股 | $374.0万 | 1.2万股 | +10股+0.09% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.54% | 0.5% | $407.2万 | 14.1万股 | $355.2万 | 14.2万股 | -898股-0.63% | 减仓 |
 CULLEN FROST BANKERSCFR |
| 0.52% | 0.53% | $391.9万 | 2.5万股 | $370.0万 | 2.7万股 | -1,626股-6.02% | 减仓 |
 特斯拉TSLA |
| 0.52% | 0.53% | $390.5万 | 9,284股 | $374.5万 | 1.0万股 | -791股-7.85% | 减仓 |
| IiShares安硕信托ICSH |
| 0.51% | 0.5% | $383.1万 | 7.6万股 | $350.5万 | 6.9万股 | +6,502股+9.39% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.5% | 0.45% | $372.6万 | 7.4万股 | $319.0万 | 6.4万股 | +9,721股+15.20% | 加仓 |
 摩根大通JPM |
| 0.48% | 0.52% | $364.1万 | 1.1万股 | $364.8万 | 1.2万股 | -1,278股-10.30% | 减仓 |
| IiShares安硕·COREIJH |
| 0.48% | 0.45% | $358.0万 | 4.6万股 | $320.1万 | 4.7万股 | -977股-2.06% | 减仓 |
 礼来LLY |
| 0.45% | 0.58% | $338.2万 | 2,820股 | $405.1万 | 4,405股 | -1,585股-35.98% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.45% | 0.43% | $335.5万 | 6.7万股 | $303.5万 | 6.6万股 | +80股+0.12% | 加仓 |
 万事达MA |
| 0.44% | 0.46% | $330.5万 | 6,434股 | $321.5万 | 6,434股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.41% | 0.44% | $310.9万 | 4,152股 | $311.6万 | 4,770股 | -618股-12.96% | 减仓 |
 美光科技MU |
| 0.41% | 0.12% | $310.2万 | 2,687股 | $86.1万 | 2,546股 | +141股+5.54% | 加仓 |
| FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV |
| 0.41% | 0.4% | $308.4万 | 7.7万股 | $282.6万 | 7.1万股 | +6,035股+8.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.41% | $293.6万 | 5,868股 | $291.6万 | 6,086股 | -218股-3.58% | 减仓 |
 埃克森美孚XOM |
| 0.38% | 0.6% | $285.8万 | 2.1万股 | $421.4万 | 2.5万股 | -3,936股-15.85% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.38% | 0.38% | $282.8万 | 1.8万股 | $265.0万 | 1.8万股 | +1股+0.01% | 加仓 |
 强生JNJ |
| 0.37% | 0.49% | $277.4万 | 1.1万股 | $348.1万 | 1.4万股 | -3,320股-23.31% | 减仓 |
 VisaV |
| 0.36% | 0.33% | $267.1万 | 7,784股 | $235.3万 | 7,786股 | -2股-0.03% | 减仓 |
 AMD超威AMD |
| 0.35% | 0.11% | $265.5万 | 4,571股 | $78.9万 | 3,879股 | +692股+17.84% | 加仓 |
