| V先锋领航指数基金VBK |
| 6.28% | — | $2,191.2万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| V先锋领航指数基金VTV |
| 6.12% | — | $2,136.6万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 5.75% | — | $2,007.3万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| IiShares安硕信托EFG |
| 5.48% | — | $1,910.8万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 5.42% | — | $1,892.6万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
| V先锋领航指数基金VUG |
| 4.82% | — | $1,680.6万 | 19.5万股 | $0 | 0股 | +19.5万股 | 新买入 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 4.72% | — | $1,647.2万 | 68.2万股 | $0 | 0股 | +68.2万股 | 新买入 |
| V先锋领航斯科茨代尔基金VMBS |
| 4.7% | 19.74% | $1,640.6万 | 35.0万股 | $1,566.5万 | 33.4万股 | +1.7万股+5.04% | 加仓 |
| IiShares安硕信托AGG |
| 4.64% | 8.83% | $1,620.0万 | 16.4万股 | $700.7万 | 14.0万股 | +2.4万股+16.88% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.25% | — | $1,483.4万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
| DDimensional维度ETF信托DFIV |
| 3.94% | 16.6% | $1,375.9万 | 25.5万股 | $1,316.8万 | 24.9万股 | +5,210股+2.09% | 加仓 |
| IiShares安硕·COREIJH |
| 3.81% | — | $1,328.2万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| S嘉信·USSCHP |
| 3.56% | — | $1,242.3万 | 46.9万股 | $0 | 0股 | +46.9万股 | 新买入 |
| DDimensional维度ETF信托DFIS |
| 2.85% | 11.79% | $993.9万 | 28.4万股 | $935.3万 | 27.8万股 | +5,947股+2.14% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.54% | — | $886.2万 | 17.6万股 | $0 | 0股 | +17.6万股 | 新买入 |
| VVANGUARD EMERGINGVWOB |
| 2.27% | — | $790.6万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.12% | — | $739.3万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 1.79% | 5.79% | $623.2万 | 5.2万股 | $459.4万 | 4.7万股 | +5,458股+11.63% | 加仓 |
| IiShares安硕信托EFV |
| 1.72% | — | $600.9万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| V先锋领航·MIDVO |
| 1.66% | — | $578.4万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| S道富SPMD |
| 1.66% | 5.73% | $578.3万 | 8.6万股 | $454.3万 | 7.7万股 | +8,887股+11.58% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.61% | — | $561.7万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.44% | — | $500.7万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 微软MSFT |
| 1.22% | — | $426.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETFPDN |
| 1.07% | 4.61% | $374.1万 | 8.3万股 | $365.6万 | 8.4万股 | -1,126股-1.34% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.91% | 3.84% | $315.9万 | 6.5万股 | $304.3万 | 6.3万股 | +1,897股+3.00% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.83% | — | $290.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 苹果AAPL |
| 0.68% | — | $238.8万 | 8,251股 | $0 | 0股 | +8,251股 | 新买入 |
| SSTATE STREET GLOBAL ALLOCATION ETFGAL |
| 0.68% | 2.73% | $237.7万 | 4.5万股 | $216.4万 | 4.4万股 | +1,284股+2.94% | 加仓 |
 亚马逊AMZN |
| 0.68% | — | $236.3万 | 9,914股 | $0 | 0股 | +9,914股 | 新买入 |
| G通用动力VTI |
| 0.46% | — | $159.4万 | 4,308股 | $0 | 0股 | +4,308股 | 新买入 |
 好市多COST |
| 0.45% | 2.1% | $155.8万 | 1,665股 | $166.2万 | 1,668股 | -3股-0.18% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.43% | — | $149.8万 | 2股 | $0 | 0股 | +2股 | 新买入 |
| SSPDR道富系列信托BIL |
| 0.4% | 1.92% | $139.2万 | 1.5万股 | $152.4万 | 1.7万股 | -1,445股-8.69% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.3% | 1.38% | $105.3万 | 3,474股 | $109.1万 | 4,593股 | -1,119股-24.36% | 减仓 |
 帕卡PCAR |
| 0.27% | — | $92.9万 | 7,732股 | $0 | 0股 | +7,732股 | 新买入 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 0.26% | 1.11% | $89.6万 | 4.1万股 | $87.7万 | 4.2万股 | -605股-1.44% | 减仓 |
| SSPDR黄金信托GLD |
| 0.25% | 1.28% | $86.9万 | 2,359股 | $101.5万 | 2,360股 | -1股-0.04% | 减仓 |
| WWisdomTree信托DLS |
| 0.25% | 1.05% | $85.7万 | 1.0万股 | $83.3万 | 1.0万股 | +17股+0.17% | 加仓 |
| V先锋领航·TOTALBND |
| 0.22% | — | $75.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 TRAVELERS COSTRV |
| 0.21% | — | $75.0万 | 2,271股 | $0 | 0股 | +2,271股 | 新买入 |
| DDimensional维度·USDFUV |
| 0.21% | 0.8% | $72.2万 | 1.3万股 | $63.6万 | 1.3万股 | +5股+0.04% | 加仓 |
| IiShares安硕信托STIP |
| 0.19% | 0.85% | $67.4万 | 6,593股 | $67.5万 | 6,528股 | +65股+1.00% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.19% | — | $65.4万 | 7,814股 | $0 | 0股 | +7,814股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.17% | — | $58.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.16% | — | $56.9万 | 827股 | $0 | 0股 | +827股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.16% | — | $55.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.16% | 0.62% | $54.6万 | 5,420股 | $49.1万 | 4,885股 | +535股+10.95% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.15% | 0.59% | $53.3万 | 1.2万股 | $46.7万 | 1.2万股 | +1股+0.01% | 加仓 |
 强生JNJ |
| 0.15% | — | $51.7万 | 2,035股 | $0 | 0股 | +2,035股 | 新买入 |
