| G通用动力VTI |
| 27.89% | 27.03% | $1,545.7万 | 8.6万股 | $1,701.4万 | 9.0万股 | -4,151股-4.60% | 减仓 |
| V先锋领航STAR基金VXUS |
| 14.22% | 14.74% | $788.0万 | 17.2万股 | $928.1万 | 18.0万股 | -7,700股-4.28% | 减仓 |
| V先锋领航债券指数基金BIV |
| 11.79% | 10.69% | $653.2万 | 8.9万股 | $673.0万 | 8.7万股 | +2,119股+2.44% | 加仓 |
 PROGRESSIVEPGR |
| 4.03% | 3.22% | $223.6万 | 1.9万股 | $202.6万 | 1.8万股 | +1,664股+9.49% | 加仓 |
 微软MSFT |
| 3.53% | 3.01% | $195.5万 | 7,527股 | $189.6万 | 6,838股 | +689股+10.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.16% | 3% | $175.1万 | 6,557股 | $188.6万 | 6,908股 | -351股-5.08% | 减仓 |
 强生JNJ |
| 2.57% | 2.49% | $142.3万 | 8,733股 | $156.6万 | 8,795股 | -62股-0.70% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.39% | 2.12% | $132.7万 | 2.7万股 | $133.3万 | 2.6万股 | +1,101股+4.17% | 加仓 |
 亚马逊AMZN |
| 2.29% | 2.01% | $126.9万 | 1.1万股 | $126.8万 | 1.2万股 | -820股-6.88% | 减仓 |
 好市多COST |
| 1.95% | 1.61% | $108.2万 | 2,257股 | $101.5万 | 2,156股 | +101股+4.68% | 加仓 |
 埃克森美孚XOM |
| 1.95% | 1.67% | $108.2万 | 1.2万股 | $105.0万 | 1.2万股 | +97股+0.80% | 加仓 |
| S嘉信策略信托SCHF |
| 1.85% | 1.92% | $102.6万 | 3.6万股 | $120.8万 | 3.7万股 | -1,133股-3.03% | 减仓 |
 迪士尼DIS |
| 1.61% | 1.43% | $89.2万 | 9,149股 | $90.2万 | 9,504股 | -355股-3.74% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.57% | 1.52% | $86.9万 | 1.8万股 | $95.7万 | 1.9万股 | -1,113股-5.76% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.47% | 1.31% | $81.5万 | 1.8万股 | $82.2万 | 1.7万股 | +793股+4.62% | 加仓 |
 霍尼韦尔HON |
| 1.45% | 1.01% | $80.6万 | 9,263股 | $63.8万 | 7,319股 | +1,944股+26.56% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.45% | 1.32% | $80.6万 | 1.9万股 | $82.9万 | 1.8万股 | +1,197股+6.68% | 加仓 |
| S嘉信·USSCHA |
| 1.41% | 1.34% | $78.4万 | 2.0万股 | $84.4万 | 1.9万股 | +901股+4.79% | 加仓 |
 沃尔玛WMT |
| 1.31% | 1.08% | $72.6万 | 5,506股 | $68.2万 | 5,489股 | +17股+0.31% | 加仓 |
| CCIGNALIBD |
| 1.15% | 1% | $63.9万 | 2,376股 | $62.9万 | 2,403股 | -27股-1.12% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.02% | 0.75% | $56.3万 | 1.1万股 | $47.0万 | 1.1万股 | -393股-3.43% | 减仓 |
| MMANHATTAN BRDG CAPLOAN |
| 0.99% | 0.71% | $54.7万 | 9.1万股 | $44.7万 | 7.5万股 | +1.7万股+22.29% | 加仓 |
| S嘉信·USSCHX |
| 0.98% | 0.94% | $54.3万 | 1.3万股 | $59.3万 | 1.3万股 | -459股-3.47% | 减仓 |
| C花旗集团C |
| 0.91% | 0.88% | $50.7万 | 1.2万股 | $55.5万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.88% | 0.91% | $48.7万 | 1.2万股 | $57.0万 | 1.2万股 | +151股+1.31% | 加仓 |
 KROGER COMKR |
| 0.82% | 0.98% | $45.5万 | 1.0万股 | $61.4万 | 1.4万股 | -3,344股-24.64% | 减仓 |
 联合包裹UPSUPS |
| 0.78% | 0.67% | $43.3万 | 2,585股 | $42.0万 | 2,307股 | +278股+12.05% | 加仓 |
 Jack Henry & Associates, IncJKHY |
| 0.69% | 0.61% | $38.1万 | 2,046股 | $38.1万 | 2,044股 | +2股+0.10% | 加仓 |
| V先锋领航·MIDVO |
| 0.57% | 0.39% | $31.7万 | 1,300股 | $24.6万 | 1,249股 | +51股+4.08% | 加仓 |
| S嘉信策略信托SCHM |
| 0.56% | 0.51% | $30.9万 | 4,519股 | $32.1万 | 4,961股 | -442股-8.91% | 减仓 |
 雪佛龙CVX |
| 0.55% | 0.48% | $30.6万 | 2,134股 | $30.5万 | 2,106股 | +28股+1.33% | 加仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.47% | $28.1万 | 757股 | $29.9万 | 784股 | -27股-3.44% | 减仓 |
 德事隆TXT |
| 0.49% | 0.43% | $27.4万 | 4,684股 | $27.2万 | 4,449股 | +235股+5.28% | 加仓 |
| V先锋领航指数基金VOO |
| 0.41% | 0.22% | $22.8万 | 696股 | $14.0万 | 404股 | +292股+72.28% | 加仓 |
| IiShares安硕信托AGG |
| 0.38% | 0.38% | $21.0万 | 2,175股 | $23.9万 | 2,353股 | -178股-7.56% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.18% | 0.22% | $9.9万 | 3,186股 | $13.6万 | 3,768股 | -582股-15.45% | 减仓 |
| SSIRIUS XM HLDGS INCSIRIEUR |
| 0.16% | 0.16% | $8.6万 | 1.5万股 | $10.2万 | 1.7万股 | -1,774股-10.63% | 减仓 |
| FFOSSILFOSL |
| 0.08% | 0.09% | $4.2万 | 1.2万股 | $5.8万 | 1.2万股 | -8股-0.07% | 减仓 |
