| V先锋领航指数基金VUG |
| 8.97% | 8.55% | $7,579.4万 | 88.0万股 | $6,435.9万 | 14.7万股 | +73.3万股+497.16% | 加仓 |
| V先锋领航指数基金VTV |
| 8.14% | 8.24% | $6,879.6万 | 31.6万股 | $6,207.7万 | 31.6万股 | -718股-0.23% | 减仓 |
| IiShares安硕信托IVW |
| 4.83% | 4.43% | $4,083.3万 | 29.7万股 | $3,339.0万 | 29.5万股 | +1,701股+0.58% | 加仓 |
| IiShares安硕信托IEUR |
| 4.28% | 4.78% | $3,621.4万 | 48.2万股 | $3,599.5万 | 51.2万股 | -3.0万股-5.95% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 4.26% | 4.46% | $3,603.5万 | 41.0万股 | $3,357.9万 | 9.1万股 | +31.9万股+348.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.19% | 3.34% | $2,696.0万 | 3.6万股 | $2,516.6万 | 3.9万股 | -2,593股-6.70% | 减仓 |
| V先锋领航全球基金MGV |
| 3.07% | 3.05% | $2,597.7万 | 15.9万股 | $2,299.1万 | 15.9万股 | +314股+0.20% | 加仓 |
| IISHARES BROADUSIG |
| 2.59% | 2.9% | $2,185.7万 | 42.6万股 | $2,183.3万 | 42.6万股 | -29股-0.01% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.56% | 0.25% | $2,167.5万 | 26.4万股 | $188.2万 | 2.3万股 | +24.2万股+1,059.45% | 加仓 |
| IiShares安硕信托TIP |
| 2.54% | — | $2,148.9万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 苹果AAPL |
| 2.24% | 2.25% | $1,895.3万 | 6.6万股 | $1,690.3万 | 6.7万股 | -1,103股-1.66% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 2.06% | 2.32% | $1,745.0万 | 38.8万股 | $1,744.7万 | 38.6万股 | +1,703股+0.44% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.06% | 2.13% | $1,742.4万 | 7.7万股 | $1,607.1万 | 7.6万股 | +626股+0.82% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.04% | 1.53% | $1,721.3万 | 17.8万股 | $1,155.4万 | 14.3万股 | +3.5万股+24.42% | 加仓 |
| J骏利亨德森JAAA |
| 1.99% | 1.18% | $1,679.1万 | 33.3万股 | $887.8万 | 17.6万股 | +15.6万股+88.69% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 1.95% | 1.91% | $1,645.3万 | 14.2万股 | $1,437.8万 | 14.7万股 | -4,911股-3.34% | 减仓 |
| B贝莱德ETF信托BAI |
| 1.81% | 1.29% | $1,528.2万 | 29.0万股 | $973.0万 | 29.5万股 | -5,412股-1.83% | 减仓 |
 卡特彼勒CAT |
| 1.66% | 1.29% | $1,403.4万 | 1.3万股 | $967.5万 | 1.4万股 | -478股-3.50% | 减仓 |
| IiShares安硕信托ITOT |
| 1.62% | 1.6% | $1,373.3万 | 8.4万股 | $1,201.0万 | 8.5万股 | -1,017股-1.20% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.51% | 1.57% | $1,280.3万 | 21.4万股 | $1,179.2万 | 21.8万股 | -3,679股-1.69% | 减仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 1.44% | 1.5% | $1,215.6万 | 14.8万股 | $1,129.7万 | 14.8万股 | +721股+0.49% | 加仓 |
 亚马逊AMZN |
| 1.39% | 1.47% | $1,174.1万 | 4.9万股 | $1,106.4万 | 5.3万股 | -3,859股-7.26% | 减仓 |
| IiShares安硕信托IJK |
| 1.38% | 1.31% | $1,168.0万 | 9.9万股 | $988.0万 | 9.8万股 | +1,209股+1.23% | 加仓 |
| IiShares安硕IEMG |
| 1.37% | 1.25% | $1,158.1万 | 14.0万股 | $944.3万 | 13.5万股 | +4,413股+3.26% | 加仓 |
| IiShares安硕信托IJJ |
| 1.35% | 1.35% | $1,144.7万 | 7.7万股 | $1,013.3万 | 7.6万股 | +1,008股+1.32% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.31% | 1.28% | $1,103.8万 | 5.0万股 | $964.2万 | 5.0万股 | +34股+0.07% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.3% | 1.27% | $1,101.0万 | 16.2万股 | $952.6万 | 16.4万股 | -1,840股-1.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 0.97% | $999.7万 | 2.8万股 | $727.7万 | 2.5万股 | +2,928股+11.54% | 加仓 |
 微软MSFT |
| 1% | 1.12% | $846.1万 | 2.3万股 | $844.5万 | 2.3万股 | -131股-0.57% | 减仓 |
 康宁GLW |
| 0.97% | 0.84% | $819.8万 | 3.2万股 | $634.4万 | 4.7万股 | -1.5万股-31.22% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.95% | 0.51% | $801.3万 | 4.5万股 | $386.5万 | 2.7万股 | +1.8万股+67.97% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.94% | 0.63% | $796.8万 | 5.8万股 | $471.2万 | 4.0万股 | +1.9万股+46.55% | 加仓 |
 GE VernovaGEV |
| 0.92% | 0.77% | $777.4万 | 6,617股 | $580.5万 | 6,650股 | -33股-0.50% | 减仓 |
 摩根大通JPM |
| 0.89% | 0.9% | $752.0万 | 2.3万股 | $678.6万 | 2.3万股 | -96股-0.42% | 减仓 |
 谷歌AGOOGL |
| 0.88% | 0.86% | $740.6万 | 2.1万股 | $648.9万 | 2.3万股 | -1,841股-8.16% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.83% | 0.81% | $703.5万 | 9.6万股 | $607.8万 | 9.6万股 | +111股+0.12% | 加仓 |
 VisaV |
| 0.81% | 0.8% | $685.9万 | 2.0万股 | $604.2万 | 2.0万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.81% | 0.6% | $685.3万 | 1.6万股 | $454.1万 | 1.7万股 | -294股-1.75% | 减仓 |
| J骏利·HENDERSON SECURITIZED INCOME ETFJSI |
| 0.8% | 0.49% | $679.0万 | 13.3万股 | $372.2万 | 7.2万股 | +6.0万股+83.64% | 加仓 |
| JJ P MORGAN EXCHANGE-TRADED F |
| 0.71% | 0.76% | $599.1万 | 6.0万股 | $572.2万 | 6.1万股 | -565股-0.93% | 减仓 |
 Meta平台META |
| 0.67% | 0.79% | $569.9万 | 1.0万股 | $591.1万 | 1.0万股 | -213股-2.06% | 减仓 |
 家得宝HD |
| 0.67% | 0.7% | $562.5万 | 1.6万股 | $526.6万 | 1.6万股 | -62股-0.39% | 减仓 |
| EExxon Mobil Corp |
| 0.57% | — | $481.2万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| C花旗集团C |
| 0.57% | 0.52% | $481.1万 | 3.4万股 | $389.9万 | 3.4万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.54% | 0.56% | $460.0万 | 2.1万股 | $422.9万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.54% | 0.59% | $453.0万 | 4.4万股 | $441.6万 | 4.6万股 | -2,119股-4.59% | 减仓 |
 贝莱德·INC COMBLK |
| 0.54% | 0.6% | $452.8万 | 4,709股 | $452.9万 | 4,709股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.51% | 0.68% | $429.3万 | 4.8万股 | $512.8万 | 6.2万股 | -1.4万股-22.06% | 减仓 |
| VVanEck JPMorgan EMLcl Ccy Bd ETF |
| 0.49% | 0.55% | $415.7万 | 16.3万股 | $417.4万 | 16.6万股 | -3,576股-2.15% | 减仓 |
| IiShares安硕信托IXUS |
| 0.46% | 0.47% | $390.8万 | 4.1万股 | $354.7万 | 4.1万股 | +13股+0.03% | 加仓 |
