| G通用动力VTI |
| 25.22% | 25.01% | $7,739.8万 | 20.9万股 | $6,743.5万 | 21.0万股 | -1,042股-0.50% | 减仓 |
| V先锋领航白厅基金VYM |
| 10.95% | 11.61% | $3,362.0万 | 21.3万股 | $3,128.7万 | 21.1万股 | +1,491股+0.71% | 加仓 |
| V先锋领航指数基金VOO |
| 7.83% | 7.75% | $2,402.8万 | 3.5万股 | $2,090.5万 | 3.5万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLRE |
| 7.77% | 7.84% | $2,383.3万 | 59.2万股 | $2,114.2万 | 52.7万股 | +6.5万股+12.31% | 加仓 |
| S嘉信策略信托SCHD |
| 7.64% | 4.16% | $2,346.1万 | 74.0万股 | $1,122.0万 | 36.6万股 | +37.4万股+102.31% | 加仓 |
| S道富SPHY |
| 6.14% | 6.96% | $1,885.8万 | 80.5万股 | $1,876.1万 | 80.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 3.56% | 3.54% | $1,093.0万 | 1.5万股 | $953.4万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 3.36% | 1.88% | $1,032.0万 | 12.3万股 | $506.5万 | 6.7万股 | +5.6万股+82.72% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.51% | 2.44% | $768.9万 | 26.6万股 | $657.9万 | 26.2万股 | +3,387股+1.29% | 加仓 |
| J骏利亨德森JAAA |
| 2.1% | 1.32% | $644.9万 | 12.8万股 | $355.2万 | 7.1万股 | +5.7万股+81.15% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 2.02% | 2.11% | $620.5万 | 13.9万股 | $568.2万 | 12.7万股 | +1.2万股+9.33% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.83% | 1.71% | $562.4万 | 7.9万股 | $461.6万 | 7.2万股 | +6,899股+9.58% | 加仓 |
| V先锋领航指数基金VUG |
| 1.49% | 1.71% | $458.1万 | 5.3万股 | $461.2万 | 1.1万股 | +4.3万股+403.67% | 加仓 |
| I景顺QQQ信托VOO |
| 1.31% | 1.1% | $400.7万 | 5,441股 | $296.1万 | 5,130股 | +311股+6.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.13% | 1.12% | $345.8万 | 4,631股 | $301.2万 | 4,631股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 1.03% | — | $317.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.99% | 1.13% | $304.0万 | 3.8万股 | $305.0万 | 3.8万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.91% | 1.03% | $280.1万 | 7,837股 | $276.7万 | 9,622股 | -1,785股-18.55% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.86% | 0.89% | $263.8万 | 4.4万股 | $238.9万 | 4.4万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.8% | 0.82% | $244.0万 | 1.1万股 | $220.1万 | 1.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.73% | 0.8% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.73% | 0.7% | $224.5万 | 7,329股 | $188.6万 | 7,329股 | 00.00% | 持仓不变 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.64% | 0.37% | $197.9万 | 2.6万股 | $98.6万 | 1.3万股 | +1.3万股+99.28% | 加仓 |
| IiShares安硕信托DVY |
| 0.52% | 0.58% | $160.6万 | 1.0万股 | $155.5万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYG |
| 0.5% | 0.56% | $153.0万 | 1.9万股 | $152.2万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.45% | 0.52% | $138.5万 | 1.8万股 | $139.4万 | 1.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.43% | 0.42% | $131.7万 | 4,345股 | $113.8万 | 4,345股 | 00.00% | 持仓不变 |
| W富国银行WFC |
| 0.41% | 0.47% | $127.3万 | 1,100股 | $127.3万 | 1,100股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.37% | 0.42% | $113.2万 | 1.5万股 | $113.9万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.37% | 0.36% | $112.6万 | 2,641股 | $97.9万 | 2,641股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.35% | 0.2% | $107.6万 | 7,252股 | $54.0万 | 4,343股 | +2,909股+66.98% | 加仓 |
 博通AVGO |
| 0.28% | 0.41% | $86.3万 | 2,284股 | $109.2万 | 3,528股 | -1,244股-35.26% | 减仓 |
| IiShares安硕·COREIJH |
| 0.26% | 0.26% | $79.4万 | 1.0万股 | $69.5万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BLV |
| 0.23% | 0.26% | $70.7万 | 1.0万股 | $70.6万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.22% | 0.22% | $68.1万 | 4,143股 | $59.0万 | 4,143股 | 00.00% | 持仓不变 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.21% | 0.23% | $65.1万 | 519股 | $61.9万 | 519股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.21% | 0.24% | $64.0万 | 2.1万股 | $63.7万 | 2.1万股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.21% | 0.23% | $64.0万 | 2,502股 | $61.1万 | 2,502股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.19% | 0.23% | $59.7万 | 1,980股 | $62.7万 | 426股 | +1,554股+364.79% | 加仓 |
 苹果AAPL |
| 0.19% | 0.4% | $59.4万 | 2,053股 | $108.1万 | 4,260股 | -2,207股-51.81% | 减仓 |
| IiShares安硕信托AGG |
| 0.18% | 0.21% | $56.3万 | 5,692股 | $56.5万 | 5,692股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.18% | 0.15% | $54.4万 | 763股 | $41.1万 | 763股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.17% | 0.59% | $52.6万 | 2,627股 | $158.1万 | 9,068股 | -6,441股-71.03% | 减仓 |
 微软MSFT |
| 0.16% | 0.39% | $49.4万 | 1,323股 | $105.1万 | 2,840股 | -1,517股-53.42% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.16% | 0.18% | $47.9万 | 9,139股 | $48.0万 | 9,139股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.16% | 0.16% | $47.9万 | 5,944股 | $42.7万 | 1,486股 | +4,458股+300.00% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.14% | 0.15% | $42.6万 | 1,634股 | $40.4万 | 1,634股 | 00.00% | 持仓不变 |
 福特F |
| 0.14% | 0.13% | $41.7万 | 3.0万股 | $34.6万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.13% | 0.14% | $40.8万 | 3,930股 | $38.2万 | 3,930股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.13% | 0.24% | $40.8万 | 1,606股 | $65.4万 | 2,674股 | -1,068股-39.94% | 减仓 |
