| V先锋领航斯科茨代尔基金VCIT |
| 7.34% | 7.2% | $1,878.9万 | 22.7万股 | $1,695.9万 | 20.5万股 | +2.2万股+10.93% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.49% | 6.45% | $1,660.9万 | 10.5万股 | $1,519.1万 | 10.3万股 | +2,526股+2.46% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.45% | 6.43% | $1,651.0万 | 32.6万股 | $1,513.8万 | 29.9万股 | +2.7万股+9.15% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.15% | 4.8% | $1,318.9万 | 32.5万股 | $1,130.7万 | 32.7万股 | -2,750股-0.84% | 减仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 4.65% | 4.86% | $1,188.7万 | 27.5万股 | $1,144.5万 | 27.4万股 | +722股+0.26% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 4.37% | 4.72% | $1,118.1万 | 19.2万股 | $1,111.7万 | 19.0万股 | +2,208股+1.16% | 加仓 |
| V先锋领航指数基金VOO |
| 4.31% | 3.92% | $1,102.4万 | 1.6万股 | $924.3万 | 1.5万股 | +582股+3.76% | 加仓 |
| IiShares安硕信托IDEV |
| 3.86% | 3.87% | $988.0万 | 11.1万股 | $911.8万 | 10.9万股 | +1,891股+1.73% | 加仓 |
| IiShares安硕信托REET |
| 3.45% | 3.02% | $883.5万 | 32.0万股 | $712.3万 | 28.3万股 | +3.7万股+12.94% | 加仓 |
| IiShares安硕信托IJJ |
| 3.34% | 3.32% | $855.8万 | 5.8万股 | $781.7万 | 5.9万股 | -1,065股-1.81% | 减仓 |
| IiShares安硕IEMG |
| 3.29% | 3.02% | $842.3万 | 10.2万股 | $711.2万 | 10.2万股 | -280股-0.27% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 2.93% | 3.05% | $748.9万 | 10股 | $718.1万 | 10股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 2.9% | 3.03% | $741.4万 | 13.7万股 | $714.6万 | 13.5万股 | +1,857股+1.37% | 加仓 |
| IiShares安硕信托IJK |
| 2.61% | 2.43% | $667.2万 | 5.7万股 | $571.3万 | 5.7万股 | +4股+0.01% | 加仓 |
| IiShares安硕信托EFV |
| 2.42% | 2.69% | $619.7万 | 8.1万股 | $633.8万 | 8.5万股 | -4,280股-5.02% | 减仓 |
| V先锋领航指数基金VUG |
| 2.36% | 2.11% | $603.5万 | 7.0万股 | $497.7万 | 1.1万股 | +5.9万股+514.78% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 2.35% | 3.73% | $600.9万 | 9.2万股 | $878.0万 | 13.5万股 | -4.3万股-31.69% | 减仓 |
| IiShares安硕·COREIJR |
| 2.29% | 2.01% | $587.0万 | 4.0万股 | $473.9万 | 3.8万股 | +1,457股+3.82% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.79% | 1.9% | $458.5万 | 2.3万股 | $447.7万 | 2.4万股 | -1,089股-4.48% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.79% | 1.88% | $457.4万 | 3.0万股 | $441.8万 | 3.0万股 | -659股-2.17% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.7% | 1.73% | $435.2万 | 6.7万股 | $408.2万 | 6.8万股 | -660股-0.97% | 减仓 |
| V先锋领航指数基金VB |
| 1.52% | 1.44% | $389.5万 | 1.3万股 | $340.0万 | 1.3万股 | -131股-1.01% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.5% | 1.42% | $384.6万 | 2.8万股 | $335.2万 | 2.8万股 | -163股-0.58% | 减仓 |
 苹果AAPL |
| 1.49% | 1.42% | $380.5万 | 1.3万股 | $333.7万 | 1.3万股 | +2股+0.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.45% | 1.51% | $371.3万 | 7,420股 | $355.2万 | 7,412股 | +8股+0.11% | 加仓 |
 埃克森美孚XOM |
| 1.15% | 1.54% | $293.2万 | 2.1万股 | $362.0万 | 2.1万股 | +111股+0.52% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.02% | 0.77% | $260.0万 | 5.1万股 | $181.4万 | 3.6万股 | +1.5万股+43.25% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.95% | 0.89% | $242.2万 | 2.8万股 | $208.5万 | 5,675股 | +2.2万股+385.52% | 加仓 |
 英伟达NVDA |
| 0.94% | 1.05% | $241.4万 | 1.2万股 | $246.5万 | 1.4万股 | -2,070股-14.65% | 减仓 |
| V先锋领航指数基金VOT |
| 0.91% | 0.83% | $234.0万 | 7,638股 | $196.4万 | 7,633股 | +5股+0.07% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.86% | 0.89% | $220.3万 | 2.4万股 | $208.9万 | 2.4万股 | -19股-0.08% | 减仓 |
| V先锋领航全球基金MGV |
| 0.7% | 0.7% | $178.1万 | 1.1万股 | $163.9万 | 1.1万股 | -411股-3.64% | 减仓 |
| V先锋领航指数基金VTV |
| 0.68% | 0.67% | $175.1万 | 8,035股 | $158.5万 | 8,076股 | -41股-0.51% | 减仓 |
 微软MSFT |
| 0.66% | 0.71% | $168.9万 | 4,527股 | $167.4万 | 4,522股 | +5股+0.11% | 加仓 |
| IiShares安硕信托IWS |
| 0.47% | 0.5% | $121.2万 | 7,366股 | $118.9万 | 8,156股 | -790股-9.69% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.44% | 0.44% | $112.6万 | 1.2万股 | $104.2万 | 1.2万股 | -66股-0.56% | 减仓 |
 亚马逊AMZN |
| 0.42% | 0.4% | $108.6万 | 4,555股 | $94.9万 | 4,555股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.35% | $101.8万 | 2,880股 | $82.6万 | 2,880股 | 00.00% | 持仓不变 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.4% | 0.4% | $101.1万 | 1.8万股 | $94.4万 | 1.8万股 | -73股-0.41% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.39% | 0.39% | $100.6万 | 1.7万股 | $92.2万 | 1.7万股 | -195股-1.14% | 减仓 |
| IiShares安硕信托EFG |
| 0.39% | 0.39% | $100.2万 | 8,055股 | $92.0万 | 8,262股 | -207股-2.51% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.39% | 0.38% | $99.2万 | 1.2万股 | $89.7万 | 1.2万股 | -29股-0.25% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.39% | 0.38% | $99.0万 | 1.4万股 | $89.1万 | 1.4万股 | +1股+0.01% | 加仓 |
| G通用动力VTI |
| 0.36% | 0.34% | $92.0万 | 2,486股 | $79.2万 | 2,470股 | +16股+0.65% | 加仓 |
| IIBMIBM |
| 0.32% | 0.3% | $81.3万 | 2,893股 | $70.1万 | 2,893股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.29% | 0.21% | $75.3万 | 707股 | $50.1万 | 707股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.28% | 0.32% | $72.8万 | 8,419股 | $75.4万 | 8,698股 | -279股-3.21% | 减仓 |
 博通AVGO |
| 0.25% | 0.22% | $62.8万 | 1,662股 | $51.4万 | 1,662股 | 00.00% | 持仓不变 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.24% | 0.31% | $62.4万 | 1.6万股 | $72.8万 | 1.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.24% | 0.21% | $61.4万 | 1,719股 | $49.4万 | 1,719股 | 00.00% | 持仓不变 |
