 微软MSFT |
| 12.22% | 13.21% | $7,573.5万 | 32.5万股 | $8,588.0万 | 33.4万股 | -9,204股-2.75% | 减仓 |
| V先锋领航·FTSEVEA |
| 7.78% | 7.91% | $4,821.0万 | 132.6万股 | $5,141.6万 | 126.0万股 | +6.6万股+5.21% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.1% | 6.02% | $3,778.4万 | 28.0万股 | $3,911.8万 | 27.3万股 | +6,889股+2.53% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5.93% | 7.22% | $3,678.2万 | 49.2万股 | $4,693.4万 | 61.1万股 | -12.0万股-19.57% | 减仓 |
 亚马逊AMZN |
| 5.82% | 5.18% | $3,604.6万 | 31.9万股 | $3,370.2万 | 31.7万股 | +1,667股+0.53% | 加仓 |
| IiShares安硕信托IEFA |
| 5.12% | 5.2% | $3,176.5万 | 60.3万股 | $3,383.6万 | 57.5万股 | +2.8万股+4.90% | 加仓 |
| V先锋领航指数基金VOO |
| 4.51% | 4.41% | $2,793.8万 | 8.5万股 | $2,866.2万 | 8.3万股 | +2,472股+2.99% | 加仓 |
| V先锋领航债券指数基金BIV |
| 3.59% | 4.41% | $2,226.4万 | 30.3万股 | $2,865.8万 | 36.9万股 | -6.6万股-17.90% | 减仓 |
| IiShares黄金信托IAU |
| 3.55% | 3.59% | $2,202.3万 | 69.8万股 | $2,335.0万 | 68.1万股 | +1.8万股+2.63% | 加仓 |
| IiShares安硕·ESGEFA |
| 2.72% | 2.87% | $1,683.3万 | 30.0万股 | $1,866.2万 | 29.7万股 | +2,534股+0.85% | 加仓 |
| IiShares安硕信托USRT |
| 2.64% | 2.78% | $1,636.7万 | 34.5万股 | $1,805.2万 | 33.8万股 | +6,532股+1.93% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.28% | 2.32% | $1,413.6万 | 4.0万股 | $1,511.8万 | 4.0万股 | -497股-1.24% | 减仓 |
| IiShares安硕信托ITOT |
| 2.26% | 2.31% | $1,403.4万 | 17.7万股 | $1,501.4万 | 17.9万股 | -2,226股-1.24% | 减仓 |
| IiShares安硕信托EMB |
| 2.25% | 2.35% | $1,392.1万 | 17.5万股 | $1,529.7万 | 17.9万股 | -3,956股-2.21% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.92% | 1.96% | $1,189.2万 | 32.6万股 | $1,272.1万 | 30.5万股 | +2.0万股+6.70% | 加仓 |
| IiShares安硕IEMG |
| 1.82% | 1.91% | $1,126.6万 | 26.2万股 | $1,238.9万 | 25.3万股 | +9,593股+3.80% | 加仓 |
| V先锋领航·TOTALBND |
| 1.8% | 0.04% | $1,118.3万 | 15.7万股 | $23.8万 | 3,168股 | +15.4万股+4,848.83% | 加仓 |
| IiShares安硕·COREIJR |
| 1.72% | 1.61% | $1,065.2万 | 12.2万股 | $1,046.2万 | 11.3万股 | +8,957股+7.91% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.55% | 1.38% | $963.0万 | 4.9万股 | $899.2万 | 4.3万股 | +5,521股+12.76% | 加仓 |
 苹果AAPL |
| 1.5% | 1.38% | $927.0万 | 6.7万股 | $894.8万 | 6.5万股 | +1,634股+2.50% | 加仓 |
| S嘉信策略信托SCHF |
| 1.22% | 1.3% | $755.1万 | 26.8万股 | $844.2万 | 26.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.19% | 1.04% | $735.1万 | 2.0万股 | $673.5万 | 1.8万股 | +2,733股+15.39% | 加仓 |
| V先锋领航·MIDVO |
| 0.91% | 0.91% | $561.5万 | 3.0万股 | $591.3万 | 3.0万股 | -151股-0.50% | 减仓 |
| IiShares安硕ESGE |
| 0.78% | 0.86% | $485.0万 | 17.5万股 | $560.2万 | 17.3万股 | +1,875股+1.08% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.72% | 0.56% | $445.6万 | 7.8万股 | $366.2万 | 6.0万股 | +1.8万股+29.74% | 加仓 |
 特斯拉TSLA |
| 0.61% | 0.46% | $377.5万 | 1.4万股 | $299.2万 | 4,442股 | +9,790股+220.40% | 加仓 |
| V先锋领航指数基金VB |
| 0.57% | 0.48% | $353.2万 | 2.1万股 | $315.1万 | 1.8万股 | +2,775股+15.51% | 加仓 |
 联合健康UNH |
| 0.5% | 0.46% | $312.7万 | 6,193股 | $300.7万 | 5,854股 | +339股+5.79% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.48% | 0.43% | $297.1万 | 5.3万股 | $279.7万 | 4.5万股 | +8,302股+18.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | 0.47% | $292.9万 | 1.1万股 | $303.9万 | 1.1万股 | -162股-1.46% | 减仓 |
| IiShares安硕·COREIJH |
| 0.47% | 0.43% | $291.0万 | 1.3万股 | $278.7万 | 1.2万股 | +954股+7.75% | 加仓 |
 谷歌AGOOGL |
| 0.46% | 0.5% | $283.6万 | 3.0万股 | $322.6万 | 1,480股 | +2.8万股+1,903.72% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.42% | 0.42% | $262.4万 | 3.3万股 | $276.3万 | 3.0万股 | +2,400股+7.91% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.38% | $237.3万 | 2.5万股 | $246.8万 | 1,128股 | +2.4万股+2,088.21% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.38% | 0.39% | $236.3万 | 3.1万股 | $251.2万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.38% | 0.41% | $234.3万 | 5.3万股 | $263.4万 | 5.3万股 | +100股+0.19% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.38% | 0.36% | $232.8万 | 7.6万股 | $235.6万 | 7.5万股 | +1,100股+1.47% | 加仓 |
 星巴克SBUX |
| 0.35% | 0.29% | $214.9万 | 2.5万股 | $186.4万 | 2.4万股 | +1,098股+4.50% | 加仓 |
| UUnityU |
| 0.33% | 0.36% | $202.7万 | 6.4万股 | $234.1万 | 6.4万股 | +56股+0.09% | 加仓 |
 强生JNJ |
| 0.31% | 0.33% | $194.2万 | 1.2万股 | $212.1万 | 1.2万股 | -56股-0.47% | 减仓 |
| V先锋领航指数基金VUG |
| 0.31% | 0.08% | $190.5万 | 8,903股 | $54.4万 | 2,440股 | +6,463股+264.88% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.28% | 0.3% | $172.5万 | 3.8万股 | $194.6万 | 3.8万股 | -23股-0.06% | 减仓 |
 Meta平台META |
| 0.24% | 0.2% | $151.1万 | 1.1万股 | $133.0万 | 8,246股 | +2,885股+34.99% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.23% | 0.19% | $141.7万 | 5.5万股 | $123.9万 | 4.3万股 | +1.2万股+27.88% | 加仓 |
 博通AVGO |
| 0.21% | 0.22% | $133.0万 | 2,995股 | $144.3万 | 2,970股 | +25股+0.84% | 加仓 |
 家得宝HD |
| 0.21% | 0.18% | $130.5万 | 4,728股 | $115.4万 | 4,205股 | +523股+12.44% | 加仓 |
| V先锋领航指数基金VTV |
| 0.21% | 0.05% | $128.8万 | 1.0万股 | $35.1万 | 2,659股 | +7,769股+292.18% | 加仓 |
 好市多COST |
| 0.2% | 0.19% | $124.2万 | 2,630股 | $122.0万 | 2,547股 | +83股+3.26% | 加仓 |
 VisaV |
| 0.2% | 0.19% | $124.1万 | 6,984股 | $124.4万 | 6,320股 | +664股+10.51% | 加仓 |
 艾伯维ABBV |
| 0.2% | 0.22% | $123.4万 | 9,189股 | $140.6万 | 9,178股 | +11股+0.12% | 加仓 |
