| S嘉信·USSCHX |
| 29.24% | 28.22% | $1.58亿 | 536.6万股 | $1.36亿 | 529.5万股 | +7.1万股+1.35% | 加仓 |
| IiShares安硕信托IEFA |
| 11.61% | 11.9% | $6,268.6万 | 64.9万股 | $5,725.7万 | 63.2万股 | +1.7万股+2.62% | 加仓 |
| V先锋领航·MIDVO |
| 10.49% | 10.35% | $5,663.0万 | 70.3万股 | $4,980.0万 | 17.3万股 | +52.9万股+305.32% | 加仓 |
| S嘉信策略信托SCHD |
| 10.09% | 10.48% | $5,447.9万 | 171.8万股 | $5,040.4万 | 164.3万股 | +7.5万股+4.57% | 加仓 |
| IiShares安硕信托ICSH |
| 8.1% | 11.95% | $4,373.9万 | 86.4万股 | $5,750.3万 | 113.6万股 | -27.2万股-23.94% | 减仓 |
| V先锋领航·SMALLVBR |
| 6.3% | 6.16% | $3,401.4万 | 14.0万股 | $2,965.5万 | 13.7万股 | +3,483股+2.55% | 加仓 |
| IiShares安硕·COREIJR |
| 5.64% | 5.38% | $3,046.7万 | 20.5万股 | $2,586.5万 | 20.8万股 | -2,642股-1.27% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.54% | — | $2,450.2万 | 31.0万股 | $0 | 0股 | +31.0万股 | 新买入 |
| IiShares安硕信托SHV |
| 3.56% | 5.75% | $1,923.6万 | 17.4万股 | $2,766.2万 | 25.1万股 | -7.6万股-30.44% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.96% | 0.98% | $518.6万 | 5.4万股 | $472.7万 | 5.3万股 | +489股+0.92% | 加仓 |
 苹果AAPL |
| 0.95% | 0.91% | $515.2万 | 1.8万股 | $437.9万 | 1.7万股 | +550股+3.19% | 加仓 |
 卡特彼勒CAT |
| 0.71% | 0.54% | $383.6万 | 3,603股 | $258.4万 | 3,647股 | -44股-1.21% | 减仓 |
 礼来LLY |
| 0.55% | 0.48% | $297.9万 | 2,483股 | $229.0万 | 2,490股 | -7股-0.28% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.55% | $271.1万 | 5,417股 | $264.4万 | 5,517股 | -100股-1.81% | 减仓 |
 谷歌AGOOGL |
| 0.49% | 0.44% | $262.6万 | 7,348股 | $210.4万 | 7,318股 | +30股+0.41% | 加仓 |
 好市多COST |
| 0.46% | 0.55% | $248.7万 | 2,659股 | $266.7万 | 2,677股 | -18股-0.67% | 减仓 |
 亚马逊AMZN |
| 0.37% | 0.36% | $199.1万 | 8,354股 | $174.5万 | 8,378股 | -24股-0.29% | 减仓 |
| G通用动力VTI |
| 0.31% | 0.3% | $169.6万 | 4,584股 | $144.1万 | 4,493股 | +91股+2.03% | 加仓 |
 迪尔DE |
| 0.27% | 0.27% | $144.9万 | 2,285股 | $128.4万 | 2,280股 | +5股+0.22% | 加仓 |
 康明斯CMI |
| 0.22% | 0.18% | $118.1万 | 1,656股 | $88.8万 | 1,651股 | +5股+0.30% | 加仓 |
 雪佛龙CVX |
| 0.21% | 0.3% | $115.5万 | 6,969股 | $143.6万 | 6,938股 | +31股+0.45% | 加仓 |
 强生JNJ |
| 0.21% | 0.22% | $111.0万 | 4,370股 | $106.4万 | 4,354股 | +16股+0.37% | 加仓 |
 思科CSCO |
| 0.2% | 0.15% | $107.7万 | 9,168股 | $70.9万 | 9,139股 | +29股+0.32% | 加仓 |
 微软MSFT |
| 0.19% | 0.2% | $101.2万 | 2,713股 | $97.8万 | 2,643股 | +70股+2.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.18% | $99.9万 | 1,338股 | $86.8万 | 1,334股 | +4股+0.30% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.14% | — | $77.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.13% | 0.12% | $71.1万 | 2,012股 | $57.7万 | 2,010股 | +2股+0.10% | 加仓 |
 万事达MA |
| 0.13% | 0.14% | $70.7万 | 1,377股 | $68.7万 | 1,374股 | +3股+0.22% | 加仓 |
 洛克希德马丁LMT |
| 0.12% | 0.16% | $63.5万 | 1,247股 | $75.1万 | 1,243股 | +4股+0.32% | 加仓 |
 帕卡PCAR |
| 0.12% | 0.12% | $62.2万 | 5,180股 | $59.7万 | 5,169股 | +11股+0.21% | 加仓 |
 美光科技MU |
| 0.11% | 0.05% | $62.1万 | 538股 | $22.3万 | 661股 | -123股-18.61% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.11% | 0.11% | $61.9万 | 4,987股 | $53.1万 | 1,246股 | +3,741股+300.24% | 加仓 |
 ADPADP |
| 0.11% | 0.11% | $58.2万 | 2,597股 | $53.4万 | 2,628股 | -31股-1.18% | 减仓 |
 埃克森美孚XOM |
| 0.11% | 0.15% | $58.1万 | 4,250股 | $72.0万 | 4,241股 | +9股+0.21% | 加仓 |
 宝洁PG |
| 0.11% | 0.12% | $57.4万 | 3,914股 | $58.9万 | 4,075股 | -161股-3.95% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.1% | 0.1% | $53.5万 | 2,957股 | $48.4万 | 2,930股 | +27股+0.92% | 加仓 |
 英特尔INTC |
| 0.09% | — | $51.1万 | 3,659股 | $0 | 0股 | +3,659股 | 新买入 |
 博通AVGO |
| 0.09% | 0.09% | $50.2万 | 1,328股 | $41.0万 | 1,326股 | +2股+0.15% | 加仓 |
 艾伯维ABBV |
| 0.09% | 0.09% | $49.6万 | 1,972股 | $42.6万 | 1,960股 | +12股+0.61% | 加仓 |
 百事可乐PEP |
| 0.08% | 0.1% | $44.0万 | 3,249股 | $50.0万 | 3,221股 | +28股+0.87% | 加仓 |
 联合太平洋铁路UNP |
| 0.08% | 0.07% | $40.5万 | 1,490股 | $36.1万 | 1,486股 | +4股+0.27% | 加仓 |
 摩根大通JPM |
| 0.07% | 0.07% | $40.0万 | 1,223股 | $35.8万 | 1,218股 | +5股+0.41% | 加仓 |
 哈勃HUBB |
| 0.07% | 0.08% | $39.2万 | 750股 | $36.8万 | 750股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 0.07% | 0.07% | $38.8万 | 1,176股 | $34.2万 | 1,173股 | +3股+0.26% | 加仓 |
 默沙东MRK |
| 0.07% | 0.08% | $38.7万 | 3,013股 | $36.2万 | 3,007股 | +6股+0.20% | 加仓 |
 高盛GS |
| 0.07% | 0.07% | $37.9万 | 374股 | $31.6万 | 374股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.07% | — | $36.7万 | 631股 | $0 | 0股 | +631股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.07% | 0.07% | $35.9万 | 5,038股 | $32.1万 | 5,011股 | +27股+0.54% | 加仓 |
 美国运通AXP |
| 0.07% | 0.07% | $35.6万 | 1,052股 | $31.7万 | 1,049股 | +3股+0.29% | 加仓 |
| BBANK OF AMERBAC |
| 0.07% | 0.07% | $35.5万 | 6,234股 | $32.0万 | 6,573股 | -339股-5.16% | 减仓 |
