| V先锋领航债券指数基金BSV |
| 5% | 4.04% | $1.08亿 | 143.7万股 | $8,597.4万 | 112.0万股 | +31.7万股+28.34% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.87% | 4.84% | $8,303.6万 | 172.5万股 | $1.03亿 | 206.0万股 | -33.5万股-16.28% | 减仓 |
 苹果AAPL |
| 3.3% | 3.18% | $7,086.8万 | 51.3万股 | $6,770.7万 | 49.5万股 | +1.8万股+3.55% | 加仓 |
| RRELIANCERS |
| 3.07% | 3.04% | $6,592.7万 | 37.8万股 | $6,461.1万 | 38.0万股 | -2,381股-0.63% | 减仓 |
| V先锋领航·TOTALBND |
| 2.68% | 2.71% | $5,758.2万 | 80.7万股 | $5,765.9万 | 76.6万股 | +4.1万股+5.37% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.56% | 1.81% | $5,497.8万 | 120.1万股 | $3,845.4万 | 74.5万股 | +45.6万股+61.21% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.4% | 2.48% | $5,148.7万 | 132.1万股 | $5,268.3万 | 131.0万股 | +1.1万股+0.86% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.34% | 2.36% | $5,027.9万 | 226.1万股 | $5,009.6万 | 215.0万股 | +11.1万股+5.15% | 加仓 |
| V先锋领航指数基金VOO |
| 2.26% | 2.15% | $4,848.9万 | 14.8万股 | $4,562.9万 | 13.2万股 | +1.6万股+12.28% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.25% | 2.36% | $4,836.6万 | 124.6万股 | $5,020.0万 | 123.2万股 | +1.4万股+1.14% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.17% | 1.6% | $4,665.2万 | 62.8万股 | $3,411.4万 | 44.7万股 | +18.1万股+40.40% | 加仓 |
 可口可乐KO |
| 2.05% | 2.33% | $4,396.0万 | 78.5万股 | $4,958.7万 | 78.8万股 | -3,503股-0.44% | 减仓 |
 微软MSFT |
| 1.87% | 2.01% | $4,014.9万 | 17.2万股 | $4,276.3万 | 16.7万股 | +5,884股+3.53% | 加仓 |
| DDimensional维度·USDFUV |
| 1.66% | 1.54% | $3,567.5万 | 120.5万股 | $3,271.8万 | 103.5万股 | +16.9万股+16.37% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.66% | 1.67% | $3,560.6万 | 70.8万股 | $3,543.0万 | 70.0万股 | +8,360股+1.20% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.64% | 1.68% | $3,530.4万 | 61.4万股 | $3,569.9万 | 58.2万股 | +3.2万股+5.45% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.53% | 0.3% | $3,279.6万 | 152.0万股 | $630.2万 | 26.1万股 | +125.9万股+482.39% | 加仓 |
 亚马逊AMZN |
| 1.36% | 1.29% | $2,921.2万 | 25.9万股 | $2,736.0万 | 25.8万股 | +914股+0.35% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.14% | 0.71% | $2,453.2万 | 51.0万股 | $1,517.5万 | 30.3万股 | +20.7万股+68.41% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.01% | 1.34% | $2,163.6万 | 48.8万股 | $2,846.5万 | 57.0万股 | -8.2万股-14.40% | 减仓 |
 联合健康UNH |
| 1% | 1.03% | $2,156.6万 | 4.3万股 | $2,195.6万 | 4.3万股 | -45股-0.11% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.97% | 1.12% | $2,091.2万 | 81.2万股 | $2,389.7万 | 82.7万股 | -1.5万股-1.86% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.95% | 0.97% | $2,038.0万 | 7.6万股 | $2,061.4万 | 7.6万股 | +820股+1.09% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.9% | 0.95% | $1,941.5万 | 41.7万股 | $2,017.9万 | 42.0万股 | -3,048股-0.73% | 减仓 |
 好市多COST |
| 0.89% | 0.92% | $1,918.7万 | 4.1万股 | $1,947.8万 | 4.1万股 | -13股-0.03% | 减仓 |
| V先锋领航全球基金VPU |
| 0.88% | 0.95% | $1,897.6万 | 13.3万股 | $2,012.0万 | 13.2万股 | +1,330股+1.01% | 加仓 |
 谷歌AGOOGL |
| 0.85% | 1.01% | $1,823.7万 | 19.1万股 | $2,154.9万 | 9,888股 | +18.1万股+1,828.27% | 加仓 |
 礼来LLY |
| 0.84% | 0.85% | $1,798.9万 | 5.6万股 | $1,805.0万 | 5.6万股 | -37股-0.07% | 减仓 |
 REVVITYRVTY |
| 0.76% | 0.91% | $1,641.3万 | 13.6万股 | $1,939.7万 | 13.6万股 | +13股+0.01% | 加仓 |
| Q高通QCOM |
| 0.75% | 0.86% | $1,614.4万 | 14.3万股 | $1,826.7万 | 14.3万股 | -104股-0.07% | 减仓 |
| V先锋领航全球基金VDE |
| 0.73% | 0.71% | $1,578.8万 | 15.5万股 | $1,515.1万 | 15.2万股 | +3,108股+2.04% | 加仓 |
 强生JNJ |
| 0.72% | 0.8% | $1,548.3万 | 9.5万股 | $1,695.7万 | 9.6万股 | -748股-0.78% | 减仓 |
 家得宝HD |
| 0.71% | 0.72% | $1,527.2万 | 5.5万股 | $1,521.2万 | 5.5万股 | -119股-0.21% | 减仓 |
 VisaV |
| 0.64% | 0.72% | $1,377.9万 | 7.8万股 | $1,522.3万 | 7.7万股 | +248股+0.32% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.63% | 0.63% | $1,351.6万 | 4.2万股 | $1,348.3万 | 3.9万股 | +3,841股+9.96% | 加仓 |
 Ionis制药IONS |
| 0.62% | 0.53% | $1,338.3万 | 30.3万股 | $1,120.1万 | 30.3万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VAW |
| 0.62% | 0.67% | $1,324.4万 | 8.9万股 | $1,430.4万 | 8.9万股 | -44股-0.05% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.57% | 0.61% | $1,225.3万 | 32.1万股 | $1,287.1万 | 29.1万股 | +3.0万股+10.44% | 加仓 |
 万事达MA |
| 0.55% | 0.62% | $1,190.3万 | 4.2万股 | $1,327.0万 | 4.2万股 | -201股-0.48% | 减仓 |
 特斯拉TSLA |
| 0.55% | 0.46% | $1,188.1万 | 4.5万股 | $970.1万 | 1.4万股 | +3.0万股+210.91% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.53% | 0.53% | $1,146.6万 | 15.9万股 | $1,121.2万 | 15.7万股 | +2,427股+1.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.49% | 0.51% | $1,051.9万 | 2.9万股 | $1,086.3万 | 2.9万股 | +655股+2.27% | 加仓 |
 艾伯维ABBV |
| 0.49% | 0.57% | $1,048.6万 | 7.8万股 | $1,205.0万 | 7.9万股 | -545股-0.69% | 减仓 |
 麦当劳MCD |
| 0.47% | 0.51% | $1,009.8万 | 4.4万股 | $1,089.0万 | 4.4万股 | -346股-0.78% | 减仓 |
| V先锋领航·MIDVO |
| 0.45% | 0.41% | $967.1万 | 5.1万股 | $875.1万 | 4.4万股 | +7,022股+15.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.51% | $964.0万 | 10.0万股 | $1,092.4万 | 4,994股 | +9.5万股+1,907.51% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.45% | 0.47% | $962.9万 | 9.5万股 | $1,003.9万 | 9.5万股 | -607股-0.64% | 减仓 |
 摩根大通JPM |
| 0.44% | 0.49% | $952.9万 | 9.1万股 | $1,043.1万 | 9.3万股 | -1,441股-1.56% | 减仓 |
| V先锋领航全球基金VGT |
| 0.44% | 0.44% | $948.3万 | 3.1万股 | $941.0万 | 2.9万股 | +2,034股+7.06% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.43% | 0.08% | $930.6万 | 48.8万股 | $171.2万 | 8.0万股 | +40.8万股+508.77% | 加仓 |
