| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 48.66% | 46.99% | $1.76亿 | 606.8万股 | $1.55亿 | 618.1万股 | -11.4万股-1.84% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 12.5% | 13.25% | $4,513.1万 | 43.4万股 | $4,375.6万 | 45.0万股 | -1.6万股-3.56% | 减仓 |
| G通用动力VTI |
| 6.38% | 6.93% | $2,303.5万 | 6.2万股 | $2,287.2万 | 7.1万股 | -9,044股-12.69% | 减仓 |
| V先锋领航·FTSEVEA |
| 6.32% | 6.34% | $2,282.7万 | 32.0万股 | $2,095.2万 | 32.7万股 | -6,585股-2.01% | 减仓 |
| IiShares安硕信托EEM |
| 3.5% | 3.87% | $1,263.1万 | 18.5万股 | $1,278.9万 | 22.5万股 | -4.1万股-18.01% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.47% | 2.41% | $892.7万 | 2.9万股 | $796.1万 | 3.4万股 | -4,037股-12.05% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.04% | 2.03% | $736.9万 | 12.3万股 | $669.4万 | 12.4万股 | -385股-0.31% | 减仓 |
| V先锋领航·TOTALBND |
| 1.65% | 1.81% | $597.5万 | 8.1万股 | $597.2万 | 8.1万股 | +294股+0.36% | 加仓 |
 礼来LLY |
| 1.29% | 1.09% | $465.1万 | 3,878股 | $360.3万 | 3,917股 | -39股-1.00% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.14% | 1.15% | $412.4万 | 8.5万股 | $379.9万 | 7.9万股 | +6,088股+7.70% | 加仓 |
 谷歌AGOOGL |
| 1.08% | 0.96% | $388.6万 | 1.1万股 | $316.3万 | 1.1万股 | -124股-1.13% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.06% | 1.08% | $382.6万 | 4.9万股 | $356.8万 | 4.6万股 | +3,593股+7.89% | 加仓 |
 英伟达NVDA |
| 1.01% | 0.97% | $365.6万 | 1.8万股 | $321.8万 | 1.8万股 | -181股-0.98% | 减仓 |
 微软MSFT |
| 0.93% | 1% | $334.5万 | 8,968股 | $331.7万 | 8,960股 | +8股+0.09% | 加仓 |
 强生JNJ |
| 0.9% | 0.95% | $326.6万 | 1.3万股 | $314.3万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.82% | 0.79% | $297.4万 | 2.7万股 | $262.1万 | 2.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.77% | 0.75% | $277.3万 | 9,583股 | $247.9万 | 9,769股 | -186股-1.90% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.74% | 0.75% | $268.5万 | 1.7万股 | $247.6万 | 1.8万股 | -794股-4.44% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.66% | $257.5万 | 7,287股 | $217.0万 | 7,566股 | -279股-3.69% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.52% | 0.52% | $186.3万 | 2.4万股 | $171.7万 | 2.2万股 | +2,046股+9.20% | 加仓 |
| V先锋领航债券指数基金BLV |
| 0.48% | 0.48% | $174.1万 | 2.5万股 | $158.9万 | 2.3万股 | +2,164股+9.37% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.4% | $136.7万 | 2,731股 | $130.7万 | 2,727股 | +4股+0.15% | 加仓 |
 Meta平台META |
| 0.31% | 0.34% | $113.3万 | 2,011股 | $112.6万 | 1,968股 | +43股+2.18% | 加仓 |
 亚马逊AMZN |
| 0.31% | 0.3% | $111.8万 | 4,692股 | $98.4万 | 4,726股 | -34股-0.72% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.29% | 0.28% | $103.1万 | 2.2万股 | $93.6万 | 2.0万股 | +2,096股+10.52% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.28% | 0.29% | $101.4万 | 1.3万股 | $96.2万 | 1.2万股 | +702股+5.79% | 加仓 |
| V先锋领航指数基金VOO |
| 0.28% | 0.24% | $100.4万 | 1,363股 | $79.5万 | 1,377股 | -14股-1.02% | 减仓 |
| EETF系列解决方案CTEF |
| 0.27% | 0.21% | $98.3万 | 1.0万股 | $70.5万 | 1.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.24% | $91.3万 | 1,222股 | $80.7万 | 1,241股 | -19股-1.53% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.21% | 0.32% | $75.4万 | 3,542股 | $106.2万 | 5,532股 | -1,990股-35.97% | 减仓 |
| PProShares信托NOBL |
| 0.2% | 0.19% | $70.6万 | 1.3万股 | $63.6万 | 5,995股 | +6,581股+109.77% | 加仓 |
 艾伯维ABBV |
| 0.19% | 0.18% | $69.0万 | 2,741股 | $59.6万 | 2,741股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.18% | 0.14% | $65.9万 | 2,612股 | $47.4万 | 2,612股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.18% | 0.19% | $65.3万 | 1.3万股 | $64.4万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.16% | 0.15% | $56.3万 | 2,322股 | $49.6万 | 2,322股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.13% | 0.09% | $46.6万 | 3,966股 | $30.8万 | 3,966股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.12% | 0.13% | $44.1万 | 5,162股 | $41.9万 | 5,430股 | -268股-4.94% | 减仓 |
| V先锋领航指数基金VTV |
| 0.12% | 0.12% | $42.9万 | 1,968股 | $38.6万 | 1,968股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.1% | 0.11% | $36.9万 | 2,246股 | $34.9万 | 2,450股 | -204股-8.33% | 减仓 |
 特斯拉TSLA |
| 0.1% | 0.1% | $36.2万 | 860股 | $33.0万 | 888股 | -28股-3.15% | 减仓 |
| V先锋领航·MIDVO |
| 0.1% | 0.1% | $35.2万 | 4,366股 | $34.1万 | 1,186股 | +3,180股+268.13% | 加仓 |
| IiShares安硕信托IVV |
| 0.1% | 0.09% | $35.0万 | 468股 | $30.6万 | 468股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 0.09% | 0.09% | $31.8万 | 3,824股 | $31.3万 | 3,824股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.08% | 0.11% | $29.0万 | 2,123股 | $36.0万 | 2,123股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.08% | 0.09% | $28.6万 | 1,948股 | $28.1万 | 1,948股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.08% | 0.08% | $27.6万 | 1,931股 | $25.3万 | 1,931股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.07% | 0.07% | $24.9万 | 6,743股 | $21.7万 | 6,993股 | -250股-3.58% | 减仓 |
 AMGEN COMAMGN |
| 0.07% | 0.07% | $24.8万 | 686股 | $24.1万 | 686股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.07% | 0.07% | $24.8万 | 700股 | $24.0万 | 700股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.07% | 0.08% | $23.6万 | 253股 | $25.1万 | 252股 | +1股+0.40% | 加仓 |
