| V先锋领航指数基金VOO |
| 55.26% | 56.5% | $9.20亿 | 134.0万股 | $8.41亿 | 140.7万股 | -6.7万股-4.76% | 减仓 |
| V先锋领航STAR基金VXUS |
| 14.33% | 15.26% | $2.39亿 | 279.0万股 | $2.27亿 | 294.4万股 | -15.4万股-5.22% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 5.05% | 0.83% | $8,415.0万 | 28.0万股 | $1,236.9万 | 5.0万股 | +23.0万股+461.55% | 加仓 |
| TTCW ETF TRUSTVOTE |
| 4.71% | 3.92% | $7,841.9万 | 88.9万股 | $5,834.3万 | 76.5万股 | +12.5万股+16.32% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.4% | 4.37% | $5,668.1万 | 121.1万股 | $6,504.9万 | 138.6万股 | -17.5万股-12.60% | 减仓 |
| IiShares安硕IEMG |
| 2.77% | 1.21% | $4,615.5万 | 55.7万股 | $1,792.9万 | 25.7万股 | +30.0万股+116.75% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 2.72% | 3.58% | $4,532.5万 | 60.2万股 | $5,323.1万 | 71.2万股 | -11.0万股-15.45% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.96% | 0.07% | $3,263.1万 | 37.1万股 | $106.3万 | 2,893股 | +36.8万股+12,730.63% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.83% | 1.41% | $3,052.6万 | 23.1万股 | $2,095.4万 | 18.7万股 | +4.4万股+23.68% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.18% | — | $1,967.7万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
| V先锋领航全球基金VSGX |
| 1.16% | 0.83% | $1,931.6万 | 23.5万股 | $1,238.1万 | 17.3万股 | +6.2万股+35.91% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.99% | — | $1,648.8万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| EEVERUS CONSTRECG |
| 0.63% | 0.51% | $1,042.9万 | 6.3万股 | $762.4万 | 6.5万股 | -1,739股-2.69% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.55% | — | $918.2万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| KKNIFE RIVERKNF |
| 0.51% | 0.56% | $849.1万 | 10.2万股 | $828.8万 | 10.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.47% | 0.02% | $777.6万 | 18.8万股 | $24.2万 | 5,685股 | +18.2万股+3,201.41% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.45% | — | $755.6万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.36% | 0.33% | $599.0万 | 7.0万股 | $488.3万 | 1.1万股 | +5.8万股+522.03% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.33% | 0.27% | $549.6万 | 9.2万股 | $406.6万 | 7.5万股 | +1.7万股+22.42% | 加仓 |
 MDU RESMDU |
| 0.31% | 0.34% | $520.5万 | 24.5万股 | $508.5万 | 24.5万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.27% | 0.31% | $441.9万 | 9.8万股 | $466.4万 | 11.0万股 | -1.2万股-10.93% | 减仓 |
| VVANGUARD MALVERN FDSVTG |
| 0.21% | 0.23% | $343.4万 | 4.6万股 | $342.4万 | 4.5万股 | +409股+0.90% | 加仓 |
| V先锋领航指数基金VTV |
| 0.19% | 0.19% | $317.6万 | 1.5万股 | $285.9万 | 1.5万股 | +2股+0.01% | 加仓 |
| IiShares安硕信托EFG |
| 0.14% | 0.23% | $227.9万 | 1.8万股 | $340.9万 | 3.1万股 | -1.2万股-40.17% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.13% | 0.13% | $212.5万 | 1.4万股 | $190.6万 | 1.4万股 | -242股-1.76% | 减仓 |
| V先锋领航·MALVERN FDSVGVT |
| 0.03% | 0.04% | $48.6万 | 6,458股 | $55.8万 | 7,377股 | -919股-12.46% | 减仓 |
 百事可乐PEP |
| 0.03% | 0.03% | $42.3万 | 3,126股 | $48.5万 | 3,126股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.02% | 0.02% | $32.0万 | 4,485股 | $28.6万 | 4,468股 | +17股+0.38% | 加仓 |
| IiShares安硕信托GVI |
| 0.01% | 0.01% | $8.4万 | 785股 | $8.3万 | 785股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VPL |
| <0.01% | 0.01% | $7.9万 | 685股 | $8.5万 | 865股 | -180股-20.81% | 减仓 |
| IiShares安硕信托PFF |
| <0.01% | <0.01% | $6,098 | 200股 | $6,064 | 200股 | 00.00% | 持仓不变 |
