| V先锋领航指数基金VOO |
| 17.91% | 18.3% | $3.49亿 | 50.8万股 | $3.03亿 | 50.7万股 | +1,432股+0.28% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.92% | 10.04% | $1.94亿 | 271.6万股 | $1.66亿 | 259.3万股 | +12.3万股+4.75% | 加仓 |
| V先锋领航指数基金VUG |
| 9.44% | 9.39% | $1.84亿 | 213.7万股 | $1.56亿 | 35.6万股 | +178.1万股+500.08% | 加仓 |
| V先锋领航指数基金VTV |
| 6.51% | 6.85% | $1.27亿 | 58.2万股 | $1.13亿 | 57.8万股 | +4,704股+0.81% | 加仓 |
| IiShares安硕信托ICSH |
| 5.44% | 0.23% | $1.06亿 | 209.8万股 | $383.9万 | 7.6万股 | +202.2万股+2,666.06% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 5.23% | 5.08% | $1.02亿 | 203.1万股 | $8,416.8万 | 168.5万股 | +34.6万股+20.52% | 加仓 |
| IiShares安硕·COREIJH |
| 4.74% | 4.93% | $9,233.3万 | 119.7万股 | $8,157.8万 | 120.8万股 | -1.1万股-0.88% | 减仓 |
| IiShares安硕信托IVV |
| 4.05% | 4.22% | $7,899.9万 | 10.5万股 | $6,983.3万 | 10.7万股 | -1,419股-1.33% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 4.05% | 4.21% | $7,897.4万 | 19.3万股 | $6,977.8万 | 19.6万股 | -2,842股-1.45% | 减仓 |
| IiShares安硕信托IEFA |
| 2.67% | 2.99% | $5,210.1万 | 53.9万股 | $4,944.4万 | 54.6万股 | -6,711股-1.23% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.6% | 2.85% | $5,065.7万 | 65.6万股 | $4,725.3万 | 61.1万股 | +4.5万股+7.41% | 加仓 |
| V先锋领航·MIDVO |
| 2.41% | 2.49% | $4,700.2万 | 58.3万股 | $4,124.8万 | 14.4万股 | +44.0万股+306.16% | 加仓 |
| IiShares安硕信托IVW |
| 1.84% | 1.82% | $3,591.9万 | 26.1万股 | $3,006.8万 | 26.6万股 | -4,654股-1.75% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.55% | 1.62% | $3,022.5万 | 13.8万股 | $2,681.1万 | 14.0万股 | -2,036股-1.46% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 1.53% | 3.19% | $2,992.6万 | 74.8万股 | $5,280.1万 | 113.1万股 | -38.3万股-33.85% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.45% | 1.59% | $2,825.4万 | 33.0万股 | $2,639.8万 | 34.2万股 | -1.2万股-3.46% | 减仓 |
| IiShares安硕·COREIJR |
| 1.12% | 1.16% | $2,192.3万 | 14.8万股 | $1,916.8万 | 15.4万股 | -6,378股-4.14% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.03% | 1.14% | $2,011.6万 | 8.9万股 | $1,893.9万 | 9.0万股 | -1,098股-1.22% | 减仓 |
 苹果AAPL |
| 0.84% | 0.94% | $1,638.4万 | 5.7万股 | $1,548.3万 | 6.1万股 | -4,385股-7.19% | 减仓 |
 谷歌AGOOGL |
| 0.58% | 0.58% | $1,126.6万 | 3.2万股 | $954.5万 | 3.3万股 | -1,669股-5.03% | 减仓 |
| V先锋领航指数基金VB |
| 0.57% | 0.61% | $1,111.1万 | 3.7万股 | $1,004.4万 | 3.8万股 | -1,690股-4.41% | 减仓 |
| IiShares安硕信托EFV |
| 0.55% | 0.65% | $1,076.6万 | 14.1万股 | $1,068.5万 | 14.4万股 | -3,072股-2.14% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.5% | 0.55% | $978.5万 | 9.4万股 | $917.0万 | 9.4万股 | -209股-0.22% | 减仓 |
 博通AVGO |
| 0.48% | 0.49% | $944.4万 | 2.5万股 | $807.7万 | 2.6万股 | -1,096股-4.20% | 减仓 |
| S道富SPMD |
| 0.47% | 0.51% | $922.4万 | 13.7万股 | $844.1万 | 14.3万股 | -6,008股-4.22% | 减仓 |
| S嘉信策略信托SCHF |
| 0.47% | 0.49% | $912.7万 | 32.9万股 | $816.4万 | 33.0万股 | -369股-0.11% | 减仓 |
 亚马逊AMZN |
| 0.41% | 0.45% | $799.8万 | 3.4万股 | $741.4万 | 3.6万股 | -2,040股-5.73% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.41% | 0.36% | $797.0万 | 13.4万股 | $587.9万 | 10.9万股 | +2.5万股+22.76% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.4% | 0.28% | $784.5万 | 1.0万股 | $467.6万 | 7,170股 | +3,308股+46.14% | 加仓 |
| DDimensional维度·USDFUV |
| 0.36% | 0.36% | $692.9万 | 12.6万股 | $601.4万 | 12.4万股 | +1,854股+1.49% | 加仓 |
 安费诺APH |
| 0.32% | 0.3% | $631.1万 | 3.6万股 | $496.3万 | 3.9万股 | -3,460股-8.83% | 减仓 |
| V先锋领航指数基金VV |
| 0.29% | 0.29% | $561.5万 | 1.6万股 | $488.0万 | 1.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.28% | 0.29% | $542.1万 | 1.5万股 | $477.8万 | 1.5万股 | -243股-1.63% | 减仓 |
 PALO ALTOPANW |
| 0.28% | 0.19% | $536.6万 | 1.6万股 | $311.1万 | 1.9万股 | -3,674股-18.93% | 减仓 |
| IiShares安硕信托EFG |
| 0.26% | 0.29% | $511.1万 | 4.1万股 | $484.4万 | 4.3万股 | -2,415股-5.55% | 减仓 |
| SSPDR黄金信托GLD |
| 0.26% | 0.35% | $499.6万 | 1.4万股 | $583.6万 | 1.4万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.25% | 0.29% | $490.8万 | 1.5万股 | $472.4万 | 1.6万股 | -1,065股-6.63% | 减仓 |
 微软MSFT |
| 0.24% | 0.3% | $464.7万 | 1.2万股 | $489.4万 | 1.3万股 | -764股-5.78% | 减仓 |
| IiShares黄金信托IAU |
| 0.24% | 0.33% | $462.1万 | 6.1万股 | $539.5万 | 6.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.26% | $449.9万 | 8,990股 | $431.9万 | 9,013股 | -23股-0.26% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.21% | 0.19% | $411.6万 | 1.4万股 | $319.6万 | 1.3万股 | +811股+6.29% | 加仓 |
 好市多COST |
| 0.2% | 0.26% | $390.7万 | 4,176股 | $433.5万 | 4,351股 | -175股-4.02% | 减仓 |
 万事达MA |
| 0.19% | 0.24% | $377.8万 | 7,357股 | $391.2万 | 7,830股 | -473股-6.04% | 减仓 |
| IiShares安硕信托IWV |
| 0.18% | 0.18% | $345.5万 | 8,103股 | $300.4万 | 8,103股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.17% | 0.19% | $331.1万 | 2.1万股 | $310.3万 | 2.1万股 | 00.00% | 持仓不变 |
| DDBX ETF信托DBEF |
| 0.16% | 0.17% | $310.6万 | 5.7万股 | $280.9万 | 5.7万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.16% | 0.16% | $302.3万 | 1.4万股 | $259.9万 | 1.6万股 | -1,331股-8.43% | 减仓 |
| S嘉信·USSCHX |
| 0.14% | 0.15% | $279.2万 | 9.5万股 | $243.3万 | 9.5万股 | -53股-0.06% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.14% | 0.14% | $269.3万 | 9.3万股 | $235.2万 | 9.4万股 | -710股-0.76% | 减仓 |
 雷诺士LII |
| 0.12% | 0.12% | $242.5万 | 4,222股 | $198.6万 | 4,266股 | -44股-1.03% | 减仓 |
