| V先锋领航指数基金VB |
| 12.23% | 11.8% | $1,622.9万 | 5.4万股 | $1,430.7万 | 5.5万股 | -1,083股-1.98% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 11.65% | 11.39% | $1,546.5万 | 30.6万股 | $1,380.3万 | 27.7万股 | +2.9万股+10.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.83% | 11% | $1,437.2万 | 20.2万股 | $1,333.7万 | 20.8万股 | -6,420股-3.08% | 减仓 |
| S嘉信·USSCHX |
| 9.55% | 9.38% | $1,267.3万 | 43.1万股 | $1,136.8万 | 44.3万股 | -1.3万股-2.88% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 8.34% | 8.89% | $1,106.2万 | 22.0万股 | $1,077.4万 | 21.6万股 | +4,526股+2.10% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 7.78% | 9.02% | $1,032.4万 | 12.5万股 | $1,093.1万 | 13.2万股 | -7,184股-5.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 7.68% | 7.31% | $1,019.4万 | 1.4万股 | $886.3万 | 1.4万股 | +22股+0.16% | 加仓 |
| IiShares安硕信托AGG |
| 7.02% | 7.48% | $931.8万 | 9.4万股 | $907.4万 | 9.1万股 | +2,726股+2.98% | 加仓 |
| IiShares安硕IEMG |
| 5.26% | 4.95% | $698.4万 | 8.4万股 | $600.2万 | 8.6万股 | -1,748股-2.03% | 减仓 |
| V先锋领航·TOTALBNDX |
| 4.17% | 4.41% | $553.0万 | 11.4万股 | $534.8万 | 11.1万股 | +2,871股+2.58% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 4.14% | 3.93% | $550.0万 | 23.2万股 | $476.4万 | 22.2万股 | +1.1万股+4.77% | 加仓 |
| S嘉信·USSCHA |
| 3.64% | 3.26% | $483.6万 | 13.4万股 | $395.4万 | 13.6万股 | -2,107股-1.55% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.77% | 2.8% | $367.2万 | 3.8万股 | $339.9万 | 3.8万股 | -241股-0.63% | 减仓 |
| S道富SPYM |
| 1.97% | 1.62% | $260.9万 | 3.0万股 | $196.3万 | 2.6万股 | +4,040股+15.75% | 加仓 |
| S嘉信策略信托SCHF |
| 1.26% | 1.15% | $167.8万 | 6.1万股 | $139.6万 | 5.6万股 | +4,180股+7.41% | 加仓 |
| IiShares安硕信托GVI |
| 0.53% | 0.48% | $70.8万 | 6,577股 | $58.6万 | 5,517股 | +1,060股+19.21% | 加仓 |
| IiShares安硕·COREIJR |
| 0.31% | 0.29% | $41.4万 | 2,792股 | $35.3万 | 2,844股 | -52股-1.83% | 减仓 |
| G通用动力VTI |
| 0.26% | 0.25% | $35.0万 | 945股 | $30.3万 | 944股 | +1股+0.11% | 加仓 |
| V先锋领航指数基金VOO |
| 0.14% | 0.13% | $18.0万 | 263股 | $15.6万 | 262股 | +1股+0.38% | 加仓 |
 特斯拉TSLA |
| 0.13% | 0.12% | $17.0万 | 404股 | $15.0万 | 404股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.09% | 0.09% | $11.9万 | 1,425股 | $10.7万 | 1,419股 | +6股+0.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.05% | 0.05% | $6.6万 | 132股 | $6.3万 | 132股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.05% | 0.05% | $6.6万 | 672股 | $5.9万 | 670股 | +2股+0.30% | 加仓 |
 微软MSFT |
| 0.04% | 0.04% | $4.9万 | 132股 | $4.9万 | 132股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.03% | 0.03% | $3.9万 | 646股 | $3.5万 | 645股 | +1股+0.16% | 加仓 |
| IiShares安硕信托TIP |
| 0.02% | 0.02% | $2.3万 | 210股 | $2.3万 | 210股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDE |
| 0.02% | 0.02% | $2.3万 | 150股 | $2.6万 | 150股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.02% | 0.02% | $2.2万 | 210股 | $2.2万 | 210股 | 00.00% | 持仓不变 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.01% | 0.01% | $1.8万 | 174股 | $1.6万 | 174股 | 00.00% | 持仓不变 |
