| V先锋领航指数基金VOO |
| 12.46% | 11.88% | $3,047.3万 | 4.4万股 | $2,541.3万 | 4.3万股 | +1,840股+4.33% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5.48% | 6.39% | $1,341.3万 | 17.2万股 | $1,367.3万 | 17.4万股 | -2,224股-1.28% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 4.02% | 3.78% | $983.5万 | 3.3万股 | $808.7万 | 3.3万股 | +124股+0.38% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.98% | 4.09% | $973.7万 | 19.4万股 | $876.0万 | 17.5万股 | +1.8万股+10.54% | 加仓 |
| G通用动力VTI |
| 3.96% | 3.9% | $968.6万 | 2.6万股 | $834.6万 | 2.6万股 | +160股+0.62% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 3.61% | 4.15% | $883.8万 | 36.6万股 | $887.7万 | 36.6万股 | +325股+0.09% | 加仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 3.21% | 3.5% | $786.4万 | 7.4万股 | $748.7万 | 7.0万股 | +3,935股+5.61% | 加仓 |
| IiShares安硕信托IVV |
| 3.18% | 3.15% | $777.6万 | 1.0万股 | $674.8万 | 1.0万股 | +52股+0.50% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.34% | 2.3% | $571.7万 | 8.0万股 | $493.1万 | 7.7万股 | +3,299股+4.29% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.24% | 2.28% | $547.7万 | 7.2万股 | $487.5万 | 7.1万股 | +765股+1.07% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2% | 2.28% | $490.4万 | 10.2万股 | $487.7万 | 10.1万股 | +985股+0.98% | 加仓 |
| V先锋领航·TOTALBND |
| 1.8% | 2.01% | $440.5万 | 6.0万股 | $430.4万 | 5.8万股 | +1,557股+2.66% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.71% | 1.74% | $417.6万 | 9.4万股 | $371.5万 | 9.6万股 | -1,469股-1.54% | 减仓 |
| S嘉信·USSCHX |
| 1.6% | 1.46% | $390.5万 | 13.3万股 | $311.5万 | 12.2万股 | +1.1万股+9.20% | 加仓 |
| S嘉信·USSCHP |
| 1.6% | 1.86% | $390.2万 | 14.7万股 | $397.4万 | 14.9万股 | -2,110股-1.41% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.5% | 1.49% | $366.0万 | 12.6万股 | $318.5万 | 12.7万股 | -499股-0.39% | 减仓 |
| S嘉信·USSCHA |
| 1.41% | 1.31% | $345.3万 | 9.6万股 | $280.3万 | 9.6万股 | -823股-0.85% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.41% | 1.56% | $344.6万 | 4.5万股 | $333.4万 | 4.3万股 | +1,723股+3.99% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.39% | 1.45% | $339.7万 | 9.2万股 | $310.6万 | 9.1万股 | +777股+0.85% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.36% | 1.45% | $331.8万 | 14.3万股 | $310.9万 | 13.4万股 | +9,550股+7.13% | 加仓 |
| S道富SPYM |
| 1.3% | 1.17% | $318.3万 | 3.6万股 | $251.3万 | 3.3万股 | +3,381股+10.30% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.29% | 1.45% | $316.3万 | 6.3万股 | $310.8万 | 6.2万股 | +224股+0.36% | 加仓 |
 英伟达NVDA |
| 1.2% | 1.11% | $293.8万 | 1.5万股 | $237.3万 | 1.4万股 | +1,076股+7.91% | 加仓 |
 谷歌AGOOGL |
| 1.05% | 0.89% | $257.2万 | 7,196股 | $191.4万 | 6,656股 | +540股+8.11% | 加仓 |
| S嘉信策略信托SCHF |
| 1.03% | 0.98% | $251.1万 | 9.1万股 | $208.7万 | 8.4万股 | +6,361股+7.55% | 加仓 |
 苹果AAPL |
| 1.02% | 0.95% | $250.5万 | 8,658股 | $203.2万 | 8,006股 | +652股+8.14% | 加仓 |
| IiShares安硕信托IDEV |
| 0.92% | 0.57% | $224.1万 | 2.5万股 | $122.7万 | 1.5万股 | +1.1万股+71.54% | 加仓 |
| V先锋领航指数基金VB |
| 0.75% | 0.71% | $183.0万 | 6,036股 | $151.2万 | 5,772股 | +264股+4.57% | 加仓 |
 微软MSFT |
| 0.74% | 0.79% | $181.5万 | 4,867股 | $168.0万 | 4,539股 | +328股+7.23% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.7% | 0.71% | $170.3万 | 1.1万股 | $152.7万 | 1.0万股 | +467股+4.53% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.66% | 0.68% | $160.2万 | 2.7万股 | $144.5万 | 2.7万股 | +108股+0.40% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.64% | 0.65% | $156.0万 | 6,420股 | $139.7万 | 6,430股 | -10股-0.16% | 减仓 |
 美光科技MU |
| 0.63% | 0.08% | $154.8万 | 1,341股 | $16.5万 | 487股 | +854股+175.36% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.62% | 0.64% | $150.5万 | 6,359股 | $136.2万 | 6,333股 | +26股+0.41% | 加仓 |
 泛林集团LRCX |
| 0.6% | 0.29% | $146.2万 | 3,375股 | $62.7万 | 2,933股 | +442股+15.07% | 加仓 |
| IiShares安硕信托IEFA |
| 0.57% | 0.61% | $138.5万 | 1.4万股 | $129.5万 | 1.4万股 | +35股+0.24% | 加仓 |
 西部数据WDC |
| 0.54% | 0.27% | $131.7万 | 2,062股 | $57.8万 | 2,136股 | -74股-3.46% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.51% | 0.51% | $124.8万 | 7,955股 | $108.6万 | 7,854股 | +101股+1.29% | 加仓 |
| S嘉信策略信托SCHE |
| 0.51% | 0.51% | $123.9万 | 3.4万股 | $109.3万 | 3.3万股 | +1,000股+3.02% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.48% | 0.41% | $118.5万 | 9,762股 | $87.3万 | 8,719股 | +1,043股+11.96% | 加仓 |
| S嘉信策略信托SCHD |
| 0.46% | 0.51% | $113.4万 | 3.6万股 | $108.3万 | 3.5万股 | +464股+1.31% | 加仓 |
| IiShares安硕信托GVI |
| 0.45% | 0.51% | $110.6万 | 1.0万股 | $108.2万 | 1.0万股 | +220股+2.16% | 加仓 |
| IiShares安硕信托GVI |
| 0.43% | 0.49% | $105.4万 | 9,796股 | $104.0万 | 9,796股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.4% | 0.4% | $98.7万 | 2.5万股 | $85.8万 | 2.4万股 | +967股+3.95% | 加仓 |
 VertivVRT |
| 0.39% | 0.55% | $95.2万 | 2,842股 | $117.6万 | 4,692股 | -1,850股-39.43% | 减仓 |
| V先锋领航指数基金VTV |
| 0.39% | 0.42% | $95.0万 | 4,359股 | $89.7万 | 4,571股 | -212股-4.64% | 减仓 |
| IiShares安硕信托AGG |
| 0.39% | 0.44% | $94.9万 | 9,586股 | $93.7万 | 9,440股 | +146股+1.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.39% | $94.7万 | 1,268股 | $82.5万 | 1,268股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.38% | 0.38% | $91.8万 | 1.8万股 | $80.3万 | 1.8万股 | -29股-0.16% | 减仓 |
 亚马逊AMZN |
| 0.38% | 0.35% | $91.8万 | 3,850股 | $74.3万 | 3,567股 | +283股+7.93% | 加仓 |
