| G通用动力VTI |
| 24.83% | 24.02% | $2.90亿 | 78.4万股 | $2.68亿 | 77.4万股 | +1.0万股+1.34% | 加仓 |
| V先锋领航·TOTALBND |
| 11.49% | 11.8% | $1.34亿 | 182.9万股 | $1.32亿 | 178.3万股 | +4.6万股+2.60% | 加仓 |
| V先锋领航STAR基金VXUS |
| 7.5% | 7.49% | $8,767.6万 | 102.6万股 | $8,350.7万 | 101.1万股 | +1.5万股+1.48% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 5.51% | 5.73% | $6,441.9万 | 155.6万股 | $6,385.0万 | 153.2万股 | +2.4万股+1.57% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 5.41% | 5.69% | $6,325.5万 | 135.8万股 | $6,343.9万 | 135.6万股 | +2,432股+0.18% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 4.72% | 4.64% | $5,514.8万 | 20.2万股 | $5,174.3万 | 20.2万股 | -246股-0.12% | 减仓 |
| V先锋领航债券指数基金BIV |
| 4.64% | 4.66% | $5,422.3万 | 70.7万股 | $5,195.7万 | 67.2万股 | +3.5万股+5.21% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 4.61% | 4.65% | $5,384.9万 | 64.3万股 | $5,183.0万 | 64.4万股 | -805股-0.13% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.98% | 4.2% | $4,651.1万 | 86.1万股 | $4,684.1万 | 84.7万股 | +1.4万股+1.68% | 加仓 |
| DDimensional维度·USDFUV |
| 3.92% | 3.4% | $4,585.2万 | 83.4万股 | $3,792.8万 | 75.1万股 | +8.2万股+10.94% | 加仓 |
| IiShares安硕信托IVV |
| 3.05% | 3.03% | $3,562.4万 | 4.8万股 | $3,373.0万 | 4.8万股 | -293股-0.61% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.75% | 2.76% | $3,216.2万 | 13.2万股 | $3,074.0万 | 13.5万股 | -2,311股-1.72% | 减仓 |
| V先锋领航指数基金VV |
| 2.07% | 2.04% | $2,418.2万 | 7.0万股 | $2,270.3万 | 7.0万股 | -68股-0.10% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.54% | 1.95% | $1,803.3万 | 19.8万股 | $2,177.6万 | 25.7万股 | -6.0万股-23.18% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.23% | 1.28% | $1,440.8万 | 28.7万股 | $1,426.7万 | 28.4万股 | +2,350股+0.83% | 加仓 |
| IiShares安硕信托IXUS |
| 1.21% | 1.22% | $1,410.0万 | 14.8万股 | $1,363.3万 | 14.7万股 | +975股+0.66% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.8% | 0.83% | $934.9万 | 18.5万股 | $925.2万 | 18.4万股 | +871股+0.47% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.78% | 0.66% | $908.6万 | 11.9万股 | $738.6万 | 9.7万股 | +2.1万股+21.99% | 加仓 |
| V先锋领航·MIDVO |
| 0.77% | 0.77% | $903.7万 | 11.2万股 | $854.0万 | 2.8万股 | +8.4万股+297.65% | 加仓 |
| IiShares安硕信托DVY |
| 0.59% | 0.63% | $692.2万 | 4.4万股 | $700.3万 | 4.6万股 | -1,524股-3.33% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.45% | 0.42% | $523.5万 | 10.8万股 | $462.8万 | 9.6万股 | +1.3万股+13.08% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.41% | 0.37% | $483.4万 | 2.7万股 | $407.0万 | 2.6万股 | +670股+2.57% | 加仓 |
| IiShares安硕·COREIJH |
| 0.37% | 0.37% | $437.7万 | 5.7万股 | $407.9万 | 5.7万股 | -300股-0.53% | 减仓 |
 ALTRIAMO |
| 0.34% | 0.32% | $393.6万 | 5.5万股 | $355.5万 | 5.5万股 | -43股-0.08% | 减仓 |
| V先锋领航市政债券基金VTEI |
| 0.32% | 0.26% | $377.9万 | 3.7万股 | $292.0万 | 2.9万股 | +8,409股+28.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.31% | 0.31% | $367.9万 | 4,926股 | $346.2万 | 4,934股 | -8股-0.16% | 减仓 |
 苹果AAPL |
| 0.31% | 0.3% | $361.3万 | 1.2万股 | $333.6万 | 1.3万股 | -180股-1.42% | 减仓 |
| V先锋领航指数基金VOO |
| 0.29% | 0.29% | $341.3万 | 4,970股 | $320.3万 | 4,967股 | +3股+0.06% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.22% | 0.22% | $257.7万 | 7,775股 | $242.8万 | 7,833股 | -58股-0.74% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.22% | 0.22% | $253.4万 | 1.6万股 | $242.1万 | 1.6万股 | -129股-0.79% | 减仓 |
| IiShares黄金信托IAU |
| 0.19% | 0.24% | $227.7万 | 3.0万股 | $271.9万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.19% | 0.19% | $223.1万 | 9,203股 | $207.0万 | 9,202股 | +1股+0.01% | 加仓 |
| S嘉信策略信托SCHD |
| 0.18% | 0.2% | $215.1万 | 6.8万股 | $227.2万 | 7.4万股 | -5,934股-8.05% | 减仓 |
 微软MSFT |
| 0.18% | 0.19% | $205.1万 | 5,498股 | $209.2万 | 4,979股 | +519股+10.42% | 加仓 |
 道明尼能源D |
| 0.17% | 0.15% | $193.5万 | 2.8万股 | $167.7万 | 2.7万股 | +1,497股+5.58% | 加仓 |
 HCA医疗HCA |
| 0.16% | 0.21% | $186.0万 | 4,770股 | $230.4万 | 4,770股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.14% | 0.13% | $160.0万 | 5,690股 | $142.8万 | 5,690股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 0.12% | 0.16% | $144.9万 | 3.4万股 | $179.3万 | 4.2万股 | -7,829股-18.57% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.12% | 0.14% | $137.7万 | 2.4万股 | $156.1万 | 2.7万股 | -3,031股-11.36% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 0.12% | 0.12% | $134.6万 | 2.7万股 | $135.6万 | 2.7万股 | -210股-0.77% | 减仓 |
 固安捷GWW |
| 0.11% | 0.1% | $132.6万 | 974股 | $110.2万 | 972股 | +2股+0.21% | 加仓 |
 埃克森美孚XOM |
| 0.11% | 0.14% | $131.2万 | 9,595股 | $156.6万 | 1.0万股 | -708股-6.87% | 减仓 |
 谷歌AGOOGL |
| 0.1% | 0.1% | $120.8万 | 3,381股 | $113.1万 | 3,367股 | +14股+0.42% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.1% | 0.1% | $116.7万 | 1.4万股 | $106.7万 | 1.4万股 | +42股+0.30% | 加仓 |
 强生JNJ |
| 0.1% | 0.1% | $113.1万 | 4,453股 | $115.4万 | 4,921股 | -468股-9.51% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.1% | 0.09% | $111.6万 | 8,988股 | $105.9万 | 2,257股 | +6,731股+298.23% | 加仓 |
| IiShares安硕信托EFV |
| 0.09% | 0.1% | $110.0万 | 1.4万股 | $110.4万 | 1.4万股 | +159股+1.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.09% | 0.09% | $106.1万 | 2,120股 | $100.7万 | 2,120股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.08% | 0.09% | $99.2万 | 1.3万股 | $99.3万 | 1.3万股 | -39股-0.30% | 减仓 |
 摩根大通JPM |
| 0.08% | 0.08% | $97.9万 | 2,992股 | $94.0万 | 3,031股 | -39股-1.29% | 减仓 |
