| IiShares安硕信托IVV |
| 26.49% | 26.29% | $3,828.6万 | 5.1万股 | $3,260.9万 | 5.0万股 | +1,202股+2.41% | 加仓 |
| IiShares安硕信托IEFA |
| 17.83% | 18.86% | $2,576.6万 | 26.7万股 | $2,339.7万 | 25.8万股 | +8,334股+3.22% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 14.91% | 17.17% | $2,155.4万 | 27.9万股 | $2,129.2万 | 27.5万股 | +3,912股+1.42% | 加仓 |
| V先锋领航指数基金VTV |
| 8.9% | 9.22% | $1,285.8万 | 5.9万股 | $1,143.4万 | 5.8万股 | +722股+1.24% | 加仓 |
| IiShares安硕IEMG |
| 3.87% | 3.73% | $559.9万 | 6.8万股 | $462.1万 | 6.6万股 | +1,345股+2.03% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.38% | 2.89% | $488.2万 | 6.9万股 | $358.9万 | 5.6万股 | +1.3万股+22.33% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.4% | 2.46% | $347.3万 | 1.4万股 | $304.8万 | 1.4万股 | +266股+1.90% | 加仓 |
| V先锋领航全球基金VGT |
| 2.28% | 0.75% | $330.3万 | 2.8万股 | $93.5万 | 1,341股 | +2.6万股+1,960.63% | 加仓 |
| IiShares安硕·COREIJH |
| 2.22% | 2.23% | $320.8万 | 4.2万股 | $276.9万 | 4.1万股 | +603股+1.47% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.84% | 1.54% | $266.0万 | 1.2万股 | $191.6万 | 9,073股 | +2,643股+29.13% | 加仓 |
| V先锋领航指数基金VUG |
| 1.41% | 1.4% | $204.3万 | 2.4万股 | $173.0万 | 3,962股 | +2.0万股+498.74% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 1.28% | 1.09% | $185.0万 | 6,476股 | $135.0万 | 6,491股 | -15股-0.23% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.12% | 1.17% | $162.2万 | 1.9万股 | $144.9万 | 1.9万股 | +172股+0.92% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.04% | 1.16% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.99% | 0.8% | $143.3万 | 1.0万股 | $99.0万 | 8,752股 | +1,668股+19.06% | 加仓 |
| IiShares安硕信托AGG |
| 0.97% | 1.17% | $140.1万 | 1.4万股 | $144.8万 | 1.5万股 | -432股-2.96% | 减仓 |
| IiShares安硕EEMS |
| 0.8% | 0.81% | $116.3万 | 1.5万股 | $100.2万 | 1.4万股 | +842股+5.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.46% | $81.8万 | 1,634股 | $56.7万 | 1,183股 | +451股+38.12% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.54% | 0.57% | $78.6万 | 1.3万股 | $71.2万 | 1.3万股 | +2股+0.02% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.48% | 0.38% | $69.0万 | 5,046股 | $46.9万 | 3,962股 | +1,084股+27.36% | 加仓 |
| V先锋领航·MIDVO |
| 0.47% | 0.4% | $68.1万 | 8,454股 | $50.0万 | 1,740股 | +6,714股+385.86% | 加仓 |
| V先锋领航·TOTALBND |
| 0.47% | 0.35% | $67.6万 | 9,204股 | $43.8万 | 5,947股 | +3,257股+54.77% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.45% | 0.5% | $65.4万 | 6,783股 | $62.0万 | 6,995股 | -212股-3.03% | 减仓 |
 苹果AAPL |
| 0.42% | 0.43% | $61.1万 | 2,111股 | $52.8万 | 2,081股 | +30股+1.44% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.38% | — | $55.4万 | 5,936股 | $0 | 0股 | +5,936股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.38% | 0.39% | $54.6万 | 6,520股 | $49.0万 | 6,520股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.32% | 0.17% | $46.0万 | 1,350股 | $21.6万 | 1,350股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.31% | 0.36% | $45.2万 | 4,127股 | $45.3万 | 4,101股 | +26股+0.63% | 加仓 |
| MMORGAN STANLEY ETF TRUSTEVSD |
| 0.31% | 0.36% | $44.9万 | 8,821股 | $44.5万 | 8,732股 | +89股+1.02% | 加仓 |
 谷歌AGOOGL |
| 0.29% | 0.28% | $42.6万 | 1,192股 | $34.3万 | 1,192股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.28% | 0.21% | $40.1万 | 4,073股 | $26.0万 | 2,819股 | +1,254股+44.48% | 加仓 |
| IiShares安硕信托IDEV |
| 0.25% | 0.28% | $36.4万 | 4,091股 | $34.2万 | 4,088股 | +3股+0.07% | 加仓 |
| V先锋领航全球基金VDE |
| 0.22% | 0.3% | $32.1万 | 2,140股 | $36.8万 | 2,126股 | +14股+0.66% | 加仓 |
| V先锋领航全球基金VIS |
| 0.22% | 0.22% | $31.9万 | 885股 | $27.6万 | 883股 | +2股+0.23% | 加仓 |
| C花旗集团C |
| 0.21% | — | $30.7万 | 2,193股 | $0 | 0股 | +2,193股 | 新买入 |
 微软MSFT |
| 0.2% | 0.23% | $29.0万 | 777股 | $28.2万 | 761股 | +16股+2.10% | 加仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.19% | 0.2% | $26.8万 | 9,162股 | $24.7万 | 9,178股 | -16股-0.17% | 减仓 |
| V先锋领航指数基金VB |
| 0.18% | 0.19% | $26.3万 | 869股 | $23.0万 | 877股 | -8股-0.91% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.18% | 0.27% | $26.0万 | 4,469股 | $33.7万 | 5,761股 | -1,292股-22.43% | 减仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.17% | 0.19% | $24.4万 | 5,207股 | $24.1万 | 5,152股 | +55股+1.07% | 加仓 |
| IiShares安硕信托EFG |
| 0.16% | 0.17% | $23.6万 | 1,900股 | $21.2万 | 1,900股 | 00.00% | 持仓不变 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.16% | — | $23.0万 | 1,764股 | $0 | 0股 | +1,764股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.16% | 0.18% | $22.8万 | 2,763股 | $22.9万 | 2,763股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.15% | 0.17% | $21.1万 | 2,187股 | $20.5万 | 2,187股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.14% | — | $20.1万 | 1,471股 | $0 | 0股 | +1,471股 | 新买入 |
