| V先锋领航指数基金VOO |
| 21.45% | 21.64% | $9,245.1万 | 24.6万股 | $8,650.9万 | 24.6万股 | -392股-0.16% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 8.64% | 8.64% | $3,723.6万 | 69.6万股 | $3,454.6万 | 68.9万股 | +7,388股+1.07% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.97% | 4.89% | $2,142.7万 | 30.0万股 | $1,955.0万 | 29.8万股 | +1,751股+0.59% | 加仓 |
 苹果AAPL |
| 4.96% | 4.21% | $2,139.6万 | 13.0万股 | $1,683.4万 | 13.0万股 | +186股+0.14% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.6% | 4.59% | $1,982.9万 | 39.4万股 | $1,834.4万 | 36.6万股 | +2.8万股+7.69% | 加仓 |
| IiShares安硕·COREIJH |
| 4.49% | 4.67% | $1,933.8万 | 7.7万股 | $1,867.5万 | 7.7万股 | +100股+0.13% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 4.08% | 3.28% | $1,759.3万 | 7.2万股 | $1,310.3万 | 6.1万股 | +1.1万股+17.73% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.86% | 3.9% | $1,661.5万 | 34.7万股 | $1,559.6万 | 34.8万股 | -817股-0.23% | 减仓 |
| S嘉信·USSCHX |
| 3.44% | 3.47% | $1,480.9万 | 30.6万股 | $1,387.9万 | 30.7万股 | -1,235股-0.40% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 3.21% | 3.24% | $1,381.6万 | 6.1万股 | $1,293.6万 | 6.1万股 | -107股-0.17% | 减仓 |
| IiShares安硕信托IWD |
| 2.9% | 3.07% | $1,250.9万 | 8.2万股 | $1,228.2万 | 8.1万股 | +1,167股+1.44% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.67% | 2.67% | $1,151.9万 | 6.5万股 | $1,067.1万 | 6.1万股 | +3,365股+5.50% | 加仓 |
| IiShares安硕信托IVV |
| 1.72% | 1.71% | $742.5万 | 1.8万股 | $684.3万 | 1.8万股 | +251股+1.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.6% | 1.62% | $688.1万 | 1.7万股 | $649.3万 | 1.7万股 | -170股-1.00% | 减仓 |
| V先锋领航指数基金VTV |
| 1.59% | 1.73% | $684.6万 | 5.0万股 | $692.7万 | 4.9万股 | +222股+0.45% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.51% | 1.36% | $649.9万 | 9.3万股 | $544.6万 | 8.1万股 | +1.2万股+15.13% | 加仓 |
 DANAHER DEL COMDHR |
| 1.45% | 1.64% | $623.1万 | 2.5万股 | $656.2万 | 2.5万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 1.09% | 1.16% | $469.8万 | 2.6万股 | $465.5万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.99% | 0.83% | $426.9万 | 4.6万股 | $332.1万 | 4.0万股 | +5,923股+14.94% | 加仓 |
 宝洁PG |
| 0.88% | 0.97% | $378.7万 | 2.5万股 | $386.0万 | 2.5万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.87% | 0.88% | $375.4万 | 14.6万股 | $350.9万 | 14.6万股 | +65股+0.04% | 加仓 |
 微软MSFT |
| 0.79% | 0.71% | $340.7万 | 1.2万股 | $283.6万 | 1.2万股 | -8股-0.07% | 减仓 |
| IiShares安硕信托EFV |
| 0.69% | 0.58% | $298.3万 | 6.1万股 | $232.0万 | 5.1万股 | +1.1万股+21.57% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.69% | 0.64% | $297.7万 | 11.5万股 | $256.3万 | 10.6万股 | +8,700股+8.19% | 加仓 |
| IiShares安硕信托IEFA |
| 0.63% | 0.63% | $272.0万 | 4.1万股 | $252.4万 | 4.1万股 | -259股-0.63% | 减仓 |
 ARES CAPITALARCC |
| 0.63% | 0.68% | $269.7万 | 14.8万股 | $272.6万 | 14.8万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.59% | 0.64% | $253.3万 | 2.0万股 | $256.1万 | 2.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.57% | 0.72% | $244.5万 | 1.6万股 | $287.1万 | 1.6万股 | -475股-2.92% | 减仓 |
 英伟达NVDA |
| 0.54% | 0.31% | $233.0万 | 8,389股 | $122.6万 | 8,389股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.51% | 0.5% | $218.9万 | 3.4万股 | $199.5万 | 3.4万股 | +160股+0.47% | 加仓 |
 埃森哲ACN |
| 0.46% | 0.46% | $198.8万 | 6,955股 | $185.6万 | 6,955股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.44% | 0.46% | $191.5万 | 4.6万股 | $185.0万 | 4.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.44% | 0.49% | $190.8万 | 8,413股 | $195.1万 | 9,097股 | -684股-7.52% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.44% | 0.55% | $188.5万 | 1.9万股 | $221.1万 | 2.2万股 | -3,424股-15.28% | 减仓 |
 CALAMOS STRATEGIC TOTALCSQ |
| 0.42% | 0.44% | $181.4万 | 13.0万股 | $173.9万 | 13.0万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.41% | 0.4% | $178.8万 | 8,760股 | $161.2万 | 8,430股 | +330股+3.91% | 加仓 |
 联合健康UNH |
| 0.37% | 0.45% | $159.8万 | 3,382股 | $178.7万 | 3,371股 | +11股+0.33% | 加仓 |
| IiShares安硕信托AGG |
| 0.34% | 0.37% | $148.3万 | 1.5万股 | $147.5万 | 1.5万股 | -328股-2.16% | 减仓 |
 埃克森美孚XOM |
| 0.3% | 0.34% | $130.7万 | 1.2万股 | $135.2万 | 1.2万股 | -333股-2.72% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.3% | 0.31% | $129.3万 | 8,521股 | $123.6万 | 8,521股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.28% | 0.29% | $122.7万 | 4.8万股 | $116.9万 | 4.8万股 | 00.00% | 持仓不变 |
 新思科技SNPS |
| 0.28% | 0.25% | $120.7万 | 3,125股 | $99.8万 | 3,125股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.28% | 0.33% | $119.5万 | 7,326股 | $133.3万 | 7,426股 | -100股-1.35% | 减仓 |
| IiShares安硕·COREIJR |
| 0.27% | 0.26% | $115.0万 | 1.2万股 | $105.4万 | 1.1万股 | +761股+6.84% | 加仓 |
| S嘉信策略信托SCHM |
| 0.26% | 0.27% | $110.1万 | 1.6万股 | $106.5万 | 1.6万股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.24% | 0.25% | $101.9万 | 2.1万股 | $100.8万 | 2.1万股 | +1股+0.00% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.23% | 0.29% | $100.9万 | 7,365股 | $114.7万 | 8,269股 | -904股-10.93% | 减仓 |
 默沙东MRK |
| 0.23% | 0.26% | $100.7万 | 9,466股 | $103.8万 | 9,357股 | +109股+1.16% | 加仓 |
 德州仪器TXN |
| 0.23% | 0.22% | $99.1万 | 5,328股 | $88.0万 | 5,328股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 0.22% | 0.21% | $96.0万 | 5,797股 | $85.8万 | 5,758股 | +39股+0.68% | 加仓 |
