| G通用动力VTI |
| 18.1% | 17.6% | $1.67亿 | 45.2万股 | $1.38亿 | 43.1万股 | +2.1万股+4.86% | 加仓 |
| V先锋领航STAR基金VXUS |
| 10.19% | 10.24% | $9,424.1万 | 110.2万股 | $8,053.3万 | 104.4万股 | +5.8万股+5.55% | 加仓 |
| V先锋领航·TOTALBND |
| 6.93% | 6.05% | $6,408.9万 | 87.3万股 | $4,758.6万 | 64.6万股 | +22.7万股+35.10% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.56% | 5.85% | $5,146.0万 | 72.2万股 | $4,604.8万 | 71.9万股 | +3,649股+0.51% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.77% | 3.94% | $3,491.3万 | 41.7万股 | $3,101.9万 | 41.3万股 | +3,843股+0.93% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.76% | 3.99% | $3,482.5万 | 22.0万股 | $3,136.1万 | 21.2万股 | +8,609股+4.07% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.74% | 3.07% | $3,457.3万 | 18.1万股 | $2,413.6万 | 18.2万股 | -148股-0.08% | 减仓 |
| V先锋领航指数基金VV |
| 3.51% | 3.43% | $3,247.5万 | 9.4万股 | $2,694.5万 | 9.0万股 | +4,267股+4.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.16% | 3.24% | $2,920.5万 | 3.9万股 | $2,544.7万 | 3.9万股 | -21股-0.05% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.77% | 2.8% | $2,565.5万 | 20.7万股 | $2,202.5万 | 5.2万股 | +15.5万股+300.00% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.69% | 2.85% | $2,485.5万 | 25.8万股 | $2,238.2万 | 25.2万股 | +5,412股+2.14% | 加仓 |
| IiShares安硕信托ICSH |
| 2.31% | 2.6% | $2,139.1万 | 42.3万股 | $2,046.4万 | 40.4万股 | +1.9万股+4.61% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.08% | 2.13% | $1,926.8万 | 66.5万股 | $1,677.7万 | 66.8万股 | -3,087股-0.46% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.03% | 2.44% | $1,880.1万 | 31.9万股 | $1,919.8万 | 32.2万股 | -3,619股-1.12% | 减仓 |
| SSPDR道富系列信托SPTM |
| 2.02% | 2.12% | $1,870.9万 | 20.6万股 | $1,665.2万 | 21.1万股 | -4,559股-2.16% | 减仓 |
| IiShares安硕信托IWV |
| 1.66% | 1.7% | $1,540.1万 | 3.6万股 | $1,338.9万 | 3.6万股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 1.5% | 1.51% | $1,391.6万 | 27.6万股 | $1,187.1万 | 26.0万股 | +1.6万股+6.20% | 加仓 |
| S嘉信·USSCHP |
| 1.4% | 1.8% | $1,294.0万 | 48.8万股 | $1,417.7万 | 53.3万股 | -4.4万股-8.34% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.33% | 1.41% | $1,228.0万 | 20.6万股 | $1,112.0万 | 20.6万股 | -11股-0.01% | 减仓 |
| IiShares安硕信托ITOT |
| 1.21% | 1.24% | $1,122.7万 | 6.8万股 | $973.7万 | 6.8万股 | -18股-0.03% | 减仓 |
| S嘉信策略信托SCHF |
| 1.2% | 1.26% | $1,107.3万 | 40.0万股 | $991.1万 | 40.0万股 | -707股-0.18% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.16% | 1.19% | $1,069.9万 | 2.9万股 | $937.1万 | 2.9万股 | -218股-0.74% | 减仓 |
| V先锋领航指数基金VOO |
| 1.13% | 0.38% | $1,046.3万 | 1.5万股 | $296.9万 | 4,968股 | +1.0万股+206.64% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.92% | 0.95% | $855.4万 | 2.5万股 | $744.4万 | 2.5万股 | +29股+0.11% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.88% | 0.74% | $817.9万 | 14.1万股 | $578.3万 | 9.9万股 | +4.2万股+42.26% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.75% | 0.77% | $693.1万 | 1.7万股 | $603.5万 | 1.7万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.52% | 0.65% | $481.9万 | 3.2万股 | $508.0万 | 3.2万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.5% | 0.51% | $467.1万 | 1.5万股 | $403.4万 | 1.5万股 | +10股+0.06% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.41% | 0.35% | $380.8万 | 16.4万股 | $277.5万 | 11.9万股 | +4.5万股+37.83% | 加仓 |
| IiShares安硕信托USRT |
| 0.41% | 0.39% | $375.4万 | 5.6万股 | $308.4万 | 5.2万股 | +4,384股+8.41% | 加仓 |
| IiShares安硕信托IXUS |
| 0.39% | 0.44% | $364.0万 | 3.8万股 | $344.1万 | 4.0万股 | -1,575股-3.97% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.38% | 0.41% | $347.6万 | 3.3万股 | $325.2万 | 3.3万股 | -22股-0.07% | 减仓 |
| IiShares安硕信托IEFA |
| 0.37% | 0.4% | $339.3万 | 3.5万股 | $318.5万 | 3.5万股 | -51股-0.14% | 减仓 |
 万事达MA |
| 0.36% | 0.41% | $335.2万 | 6,526股 | $326.1万 | 6,526股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.34% | 0.38% | $318.7万 | 3.2万股 | $299.1万 | 3.2万股 | +722股+2.28% | 加仓 |
| IiShares安硕信托IBDT |
| 0.34% | 0.3% | $313.2万 | 12.4万股 | $234.1万 | 9.2万股 | +3.2万股+34.21% | 加仓 |
| IIBMIBM |
| 0.32% | 0.33% | $297.9万 | 1.1万股 | $256.7万 | 1.1万股 | +2股+0.02% | 加仓 |
| IiShares安硕信托IBDS |
| 0.31% | 0.26% | $286.9万 | 11.8万股 | $202.1万 | 8.3万股 | +3.5万股+42.10% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.31% | 0.31% | $286.0万 | 1.0万股 | $247.0万 | 1.0万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.31% | 0.35% | $284.5万 | 1.9万股 | $273.6万 | 1.9万股 | -46股-0.25% | 减仓 |
| IiShares安硕信托IVV |
| 0.3% | 0.31% | $275.7万 | 3,682股 | $240.5万 | 3,682股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.28% | 0.3% | $255.2万 | 1.1万股 | $237.3万 | 1.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.27% | 0.28% | $248.6万 | 1.2万股 | $217.0万 | 1.2万股 | -17股-0.14% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.27% | 0.28% | $248.0万 | 11.4万股 | $224.1万 | 10.2万股 | +1.1万股+11.10% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.24% | 0.25% | $220.0万 | 2.0万股 | $194.0万 | 2.0万股 | -10股-0.05% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.24% | 0.15% | $218.3万 | 10.5万股 | $118.3万 | 5.7万股 | +4.8万股+85.30% | 加仓 |
 微软MSFT |
| 0.23% | 0.23% | $217.3万 | 5,826股 | $183.1万 | 4,946股 | +880股+17.79% | 加仓 |
 苹果AAPL |
| 0.2% | 0.18% | $189.5万 | 6,550股 | $141.4万 | 5,570股 | +980股+17.59% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.23% | $186.3万 | 3,723股 | $178.4万 | 3,723股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.2% | 0.23% | $182.3万 | 7.2万股 | $182.9万 | 7.2万股 | 00.00% | 持仓不变 |
