| V先锋领航指数基金VUG |
| 11.42% | 2.13% | $13.10亿 | 1,520.2万股 | $2.14亿 | 48.9万股 | +1,471.3万股+3,006.40% | 加仓 |
| V先锋领航指数基金VTV |
| 9.61% | 2.26% | $11.02亿 | 505.5万股 | $2.27亿 | 115.6万股 | +389.9万股+337.32% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 6.84% | 7.2% | $7.84亿 | 886.0万股 | $7.21亿 | 875.1万股 | +10.9万股+1.25% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 6.22% | 5.77% | $7.13亿 | 616.4万股 | $5.79亿 | 592.2万股 | +24.2万股+4.09% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.37% | 4.08% | $5.02亿 | 1,247.3万股 | $4.09亿 | 1,208.8万股 | +38.6万股+3.19% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.84% | 12.65% | $4.40亿 | 1,300.9万股 | $12.68亿 | 4,352.9万股 | -3,052.0万股-70.11% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.47% | 3.43% | $3.98亿 | 849.9万股 | $3.43亿 | 731.6万股 | +118.4万股+16.18% | 加仓 |
| S道富SPTI |
| 3.11% | 3.4% | $3.56亿 | 1,255.0万股 | $3.41亿 | 1,189.5万股 | +65.5万股+5.50% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.07% | 10.75% | $3.52亿 | 1,009.9万股 | $10.78亿 | 3,534.1万股 | -2,524.2万股-71.42% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.24% | 2.3% | $2.57亿 | 663.2万股 | $2.30亿 | 656.8万股 | +6.4万股+0.98% | 加仓 |
| V先锋领航指数基金VBK |
| 2.07% | 1.82% | $2.37亿 | 64.8万股 | $1.83亿 | 60.4万股 | +4.5万股+7.38% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.05% | 2.24% | $2.35亿 | 297.2万股 | $2.25亿 | 283.4万股 | +13.8万股+4.86% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.82% | 2.26% | $2.09亿 | 521.1万股 | $2.27亿 | 574.4万股 | -53.3万股-9.29% | 减仓 |
| IiShares安硕信托TIP |
| 1.7% | <0.01% | $1.95亿 | 178.3万股 | $9.1万 | 824股 | +178.2万股+216,243.69% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.63% | 1.98% | $1.87亿 | 411.0万股 | $1.98亿 | 434.4万股 | -23.4万股-5.39% | 减仓 |
| IiShares安硕信托TLH |
| 1.35% | <0.01% | $1.54亿 | 153.8万股 | $4.1万 | 409股 | +153.7万股+375,884.60% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.33% | 1.36% | $1.52亿 | 62.7万股 | $1.37亿 | 62.9万股 | -2,974股-0.47% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.13% | 1.3% | $1.29亿 | 255.0万股 | $1.31亿 | 261.3万股 | -6.4万股-2.44% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.09% | 2.85% | $1.25亿 | 163.0万股 | $2.86亿 | 370.0万股 | -207.0万股-55.95% | 减仓 |
| G通用动力VTI |
| 0.99% | 1% | $1.13亿 | 30.6万股 | $1.00亿 | 31.3万股 | -6,180股-1.98% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.9% | 0.94% | $1.03亿 | 173.3万股 | $9,462.8万 | 175.1万股 | -1.8万股-1.00% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.72% | 0.83% | $8,243.2万 | 99.7万股 | $8,273.8万 | 100.0万股 | -2,493股-0.25% | 减仓 |
| S嘉信策略信托SCHE |
| 0.67% | 0.68% | $7,680.0万 | 211.8万股 | $6,858.2万 | 208.1万股 | +3.7万股+1.76% | 加仓 |
| IiShares安硕信托IEUR |
| 0.64% | 0.7% | $7,388.6万 | 98.3万股 | $6,975.1万 | 99.3万股 | -9,689股-0.98% | 减仓 |
 苹果AAPL |
| 0.63% | 0.52% | $7,199.0万 | 25.1万股 | $5,174.4万 | 20.6万股 | +4.4万股+21.52% | 加仓 |
| IiShares安硕信托AGG |
| 0.58% | 0.61% | $6,602.3万 | 66.7万股 | $6,160.9万 | 62.1万股 | +4.6万股+7.48% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.51% | 0.54% | $5,895.8万 | 70.4万股 | $5,426.8万 | 72.3万股 | -1.9万股-2.58% | 减仓 |
| IiShares安硕信托IVV |
| 0.5% | 0.5% | $5,745.0万 | 7.7万股 | $5,035.6万 | 7.7万股 | -377股-0.49% | 减仓 |
| IiShares安硕信托EMB |
| 0.5% | 0.01% | $5,676.5万 | 58.9万股 | $86.1万 | 9,168股 | +57.9万股+6,320.20% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.47% | 0.5% | $5,364.1万 | 65.5万股 | $5,038.0万 | 65.8万股 | -3,760股-0.57% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.46% | 0.51% | $5,311.2万 | 110.4万股 | $5,135.0万 | 109.9万股 | +5,099股+0.46% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.46% | 0.49% | $5,270.8万 | 104.2万股 | $4,952.0万 | 99.3万股 | +4.9万股+4.99% | 加仓 |
 宝洁PG |
| 0.46% | 0.46% | $5,229.9万 | 35.7万股 | $4,621.0万 | 32.0万股 | +3.7万股+11.48% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.44% | 0.44% | $5,060.3万 | 128.0万股 | $4,445.6万 | 124.5万股 | +3.5万股+2.80% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.44% | 0.45% | $5,037.0万 | 122.1万股 | $4,497.9万 | 115.4万股 | +6.7万股+5.77% | 加仓 |
 英伟达NVDA |
| 0.44% | 0.4% | $4,998.3万 | 25.8万股 | $4,002.0万 | 23.7万股 | +2.1万股+8.78% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.43% | 2.16% | $4,906.0万 | 187.0万股 | $2.16亿 | 822.6万股 | -635.6万股-77.26% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.42% | 0.5% | $4,775.9万 | 136.3万股 | $5,000.4万 | 148.5万股 | -12.2万股-8.20% | 减仓 |
| V先锋领航指数基金VOO |
| 0.42% | 0.41% | $4,761.3万 | 6.9万股 | $4,084.3万 | 6.8万股 | +973股+1.42% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.37% | 0.33% | $4,256.4万 | 32.2万股 | $3,260.3万 | 29.0万股 | +3.1万股+10.84% | 加仓 |
 微软MSFT |
| 0.35% | 0.33% | $4,044.7万 | 11.0万股 | $3,346.5万 | 9.2万股 | +1.8万股+19.57% | 加仓 |
| V先锋领航指数基金VXF |
| 0.3% | 0.3% | $3,447.2万 | 14.0万股 | $2,964.5万 | 14.4万股 | -4,038股-2.80% | 减仓 |
| IiShares安硕信托IOO |
| 0.29% | 0.31% | $3,365.4万 | 24.6万股 | $3,058.7万 | 25.3万股 | -6,479股-2.56% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.28% | 0.29% | $3,241.0万 | 20.6万股 | $2,865.5万 | 20.7万股 | -669股-0.32% | 减仓 |
 埃克森美孚XOM |
| 0.27% | 0.33% | $3,108.6万 | 24.3万股 | $3,314.9万 | 21.2万股 | +3.1万股+14.42% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.27% | 0.31% | $3,067.4万 | 52.0万股 | $3,099.3万 | 52.0万股 | -376股-0.07% | 减仓 |
 亚马逊AMZN |
| 0.26% | 0.18% | $3,033.3万 | 12.7万股 | $1,851.9万 | 8.9万股 | +3.8万股+43.13% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.25% | 0.28% | $2,911.5万 | 65.6万股 | $2,790.3万 | 71.8万股 | -6.2万股-8.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.16% | $2,862.0万 | 8.1万股 | $1,625.6万 | 5.7万股 | +2.4万股+42.94% | 加仓 |
 博通AVGO |
| 0.23% | 0.19% | $2,660.5万 | 7.0万股 | $1,906.2万 | 6.2万股 | +8,840股+14.35% | 加仓 |
