| V先锋领航指数基金VTV |
| 10.68% | 12.69% | $2.38亿 | 109.4万股 | $2.12亿 | 107.9万股 | +1.5万股+1.34% | 加仓 |
| V先锋领航指数基金VUG |
| 10.31% | 11.55% | $2.30亿 | 267.1万股 | $1.93亿 | 44.2万股 | +222.9万股+504.82% | 加仓 |
| V先锋领航指数基金VV |
| 6.64% | 7.71% | $1.48亿 | 43.1万股 | $1.29亿 | 43.1万股 | -22股-0.01% | 减仓 |
| V先锋领航·TOTALBND |
| 5.95% | — | $1.33亿 | 180.8万股 | $0 | 0股 | +180.8万股 | 新买入 |
| G通用动力VTI |
| 4.26% | 4.96% | $9,516.0万 | 25.7万股 | $8,287.3万 | 25.8万股 | -1,162股-0.45% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 4.15% | 4.97% | $9,266.1万 | 104.7万股 | $8,300.6万 | 100.7万股 | +4.0万股+3.93% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 3.22% | 3.67% | $7,190.3万 | 62.2万股 | $6,127.5万 | 62.7万股 | -5,468股-0.87% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 2.71% | 3.48% | $6,052.7万 | 64.0万股 | $5,814.9万 | 60.9万股 | +3.1万股+5.05% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.6% | 3.29% | $5,808.5万 | 115.6万股 | $5,498.0万 | 110.1万股 | +5.6万股+5.06% | 加仓 |
 微软MSFT |
| 2.42% | 3.13% | $5,392.5万 | 14.5万股 | $5,227.5万 | 14.1万股 | +3,343股+2.37% | 加仓 |
| V先锋领航指数基金VB |
| 2.28% | 2.64% | $5,084.3万 | 16.8万股 | $4,408.3万 | 16.8万股 | -575股-0.34% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.14% | — | $4,778.5万 | 102.1万股 | $0 | 0股 | +102.1万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 2.05% | — | $4,581.7万 | 90.6万股 | $0 | 0股 | +90.6万股 | 新买入 |
| S嘉信·USSCHP |
| 1.75% | — | $3,900.7万 | 147.2万股 | $0 | 0股 | +147.2万股 | 新买入 |
| V先锋领航指数基金VNQ |
| 1.66% | 2% | $3,709.9万 | 38.5万股 | $3,334.0万 | 37.6万股 | +8,856股+2.36% | 加仓 |
| V先锋领航指数基金VOO |
| 1.6% | 2.02% | $3,575.5万 | 5.2万股 | $3,378.2万 | 5.7万股 | -4,476股-7.92% | 减仓 |
| IiShares安硕信托GVI |
| 1.59% | — | $3,552.8万 | 33.0万股 | $0 | 0股 | +33.0万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 1.55% | 1.89% | $3,463.4万 | 48.6万股 | $3,161.7万 | 49.3万股 | -7,307股-1.48% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.51% | 1.57% | $3,365.6万 | 99.5万股 | $2,625.6万 | 90.1万股 | +9.3万股+10.34% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.43% | 1.7% | $3,193.6万 | 53.5万股 | $2,835.3万 | 52.5万股 | +1.0万股+1.99% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.39% | 1.6% | $3,106.7万 | 23.5万股 | $2,669.2万 | 23.8万股 | -2,819股-1.19% | 减仓 |
 苹果AAPL |
| 1.37% | 1.6% | $3,061.5万 | 10.6万股 | $2,673.2万 | 10.5万股 | +469股+0.45% | 加仓 |
 亚马逊AMZN |
| 1.18% | 1.36% | $2,640.4万 | 11.1万股 | $2,276.6万 | 10.9万股 | +1,472股+1.35% | 加仓 |
| I景顺QQQ信托VOO |
| 1.18% | 1.18% | $2,632.7万 | 3.6万股 | $1,970.0万 | 3.4万股 | +1,620股+4.75% | 加仓 |
| IiShares安硕信托IUSV |
| 1.15% | 1.45% | $2,560.0万 | 23.2万股 | $2,427.8万 | 23.7万股 | -5,026股-2.12% | 减仓 |
| IiShares安硕信托AGG |
| 0.92% | — | $2,062.2万 | 20.8万股 | $0 | 0股 | +20.8万股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.91% | 1.08% | $2,028.2万 | 58.3万股 | $1,801.5万 | 59.1万股 | -8,014股-1.36% | 减仓 |
| IiShares安硕信托IEUR |
| 0.88% | 1.11% | $1,973.9万 | 26.3万股 | $1,852.1万 | 26.4万股 | -964股-0.37% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.86% | 1.37% | $1,909.0万 | 25.2万股 | $2,290.6万 | 30.3万股 | -5.1万股-16.70% | 减仓 |
 谷歌AGOOGL |
| 0.85% | 0.9% | $1,890.4万 | 5.3万股 | $1,500.8万 | 5.2万股 | +705股+1.35% | 加仓 |
| S嘉信策略信托SCHF |
| 0.84% | 1.03% | $1,878.0万 | 67.8万股 | $1,715.9万 | 69.3万股 | -1.5万股-2.21% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.87% | $1,857.0万 | 5.3万股 | $1,445.8万 | 5.0万股 | +2,158股+4.28% | 加仓 |
| V先锋领航指数基金VBK |
| 0.66% | 0.73% | $1,473.4万 | 4.0万股 | $1,225.4万 | 4.1万股 | -254股-0.63% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.63% | 0.44% | $1,396.1万 | 1.9万股 | $739.6万 | 1.1万股 | +7,322股+64.38% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.61% | 0.78% | $1,357.5万 | 5.7万股 | $1,309.8万 | 6.1万股 | -3,535股-5.80% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.54% | 0.71% | $1,212.0万 | 20.5万股 | $1,181.4万 | 19.8万股 | +7,102股+3.58% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.54% | 0.34% | $1,199.4万 | 5.5万股 | $570.9万 | 2.8万股 | +2.7万股+95.31% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.51% | 0.64% | $1,137.1万 | 13.9万股 | $1,073.3万 | 14.0万股 | -1,495股-1.07% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.45% | — | $993.7万 | 21.0万股 | $0 | 0股 | +21.0万股 | 新买入 |
| V先锋领航全球基金VSGX |
| 0.44% | 0.54% | $989.2万 | 12.0万股 | $900.1万 | 12.5万股 | -5,347股-4.26% | 减仓 |
| S嘉信策略信托SCHE |
| 0.44% | 0.55% | $985.4万 | 27.2万股 | $911.0万 | 27.6万股 | -4,711股-1.70% | 减仓 |
 英伟达NVDA |
| 0.44% | 0.51% | $975.3万 | 4.9万股 | $848.4万 | 4.9万股 | +98股+0.20% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.43% | 0.74% | $967.1万 | 4.0万股 | $1,243.2万 | 5.7万股 | -1.7万股-30.45% | 减仓 |
 Meta平台META |
| 0.36% | 0.37% | $806.5万 | 1.4万股 | $625.3万 | 1.1万股 | +3,388股+31.00% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.36% | 0.41% | $793.5万 | 6.4万股 | $683.1万 | 1.6万股 | +4.8万股+298.95% | 加仓 |
| IiShares安硕·COREIJR |
| 0.33% | 0.37% | $727.0万 | 4.9万股 | $623.4万 | 5.0万股 | -1,131股-2.26% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.32% | 0.37% | $711.0万 | 1.7万股 | $620.7万 | 1.7万股 | -45股-0.26% | 减仓 |
| S嘉信·USSCHA |
| 0.31% | 0.34% | $691.2万 | 19.1万股 | $562.2万 | 19.3万股 | -2,031股-1.05% | 减仓 |
| IiShares安硕信托CMF |
| 0.3% | 0.4% | $673.2万 | 11.7万股 | $671.5万 | 11.8万股 | -1,308股-1.11% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.29% | — | $655.2万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
