| V先锋领航指数基金VTV |
| 20.36% | 21.67% | $1.42亿 | 65.1万股 | $1.26亿 | 64.4万股 | +6,620股+1.03% | 加仓 |
 苹果AAPL |
| 16.4% | 16.65% | $1.14亿 | 39.5万股 | $9,709.9万 | 38.3万股 | +1.2万股+3.17% | 加仓 |
| V先锋领航指数基金VUG |
| 10.34% | 10.33% | $7,198.6万 | 83.6万股 | $6,021.0万 | 13.8万股 | +69.8万股+506.24% | 加仓 |
| IiShares安硕信托IEFA |
| 9.07% | 9.53% | $6,315.4万 | 65.4万股 | $5,555.0万 | 61.4万股 | +4.0万股+6.57% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 6.65% | 7.73% | $4,634.3万 | 45.0万股 | $4,506.4万 | 45.1万股 | -1,556股-0.34% | 减仓 |
| V先锋领航指数基金VBK |
| 5.33% | 5.23% | $3,714.3万 | 10.2万股 | $3,047.3万 | 10.1万股 | +746股+0.74% | 加仓 |
| V先锋领航·SMALLVBR |
| 4.4% | 4.65% | $3,062.6万 | 12.6万股 | $2,711.9万 | 12.5万股 | +1,213股+0.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.74% | 3.89% | $2,603.5万 | 3.5万股 | $2,267.3万 | 3.5万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 2.99% | 3.5% | $2,082.8万 | 41.5万股 | $2,040.4万 | 40.8万股 | +6,159股+1.51% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.1% | 2.35% | $1,463.3万 | 14.1万股 | $1,368.2万 | 14.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 1.87% | 1.95% | $1,302.8万 | 10.5万股 | $1,134.7万 | 2.7万股 | +7.8万股+294.26% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.7% | — | $1,183.1万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
| IiShares安硕信托MTUM |
| 1.55% | 1.29% | $1,081.2万 | 3.2万股 | $755.0万 | 3.1万股 | +79股+0.25% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.45% | 1.62% | $1,008.7万 | 17.1万股 | $943.8万 | 15.8万股 | +1.3万股+7.91% | 加仓 |
| IiShares安硕信托USMV |
| 1.38% | 1.7% | $962.6万 | 10.0万股 | $988.7万 | 10.7万股 | -6,812股-6.39% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.31% | 1.47% | $915.3万 | 4.6万股 | $855.3万 | 4.6万股 | -89股-0.19% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.11% | — | $770.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| IiShares安硕信托EFV |
| 1% | — | $693.7万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.93% | — | $646.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| IISHARES MSCI USA SMALL-CAP MIN VOL FACTORETFSMMV |
| 0.81% | 0.95% | $561.5万 | 12.2万股 | $554.8万 | 12.7万股 | -5,234股-4.12% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.5% | 0.54% | $349.9万 | 5.9万股 | $317.0万 | 5.9万股 | -15股-0.03% | 减仓 |
| IiShares安硕信托EFAV |
| 0.34% | 0.49% | $236.4万 | 2.7万股 | $285.7万 | 3.1万股 | -4,321股-13.82% | 减仓 |
| IiShares安硕信托IMTM |
| 0.32% | 0.33% | $221.8万 | 4.2万股 | $195.0万 | 4.1万股 | +973股+2.40% | 加仓 |
| S嘉信策略信托SCHF |
| 0.28% | 0.3% | $195.0万 | 7.0万股 | $174.2万 | 7.0万股 | +8股+0.01% | 加仓 |
| G通用动力VTI |
| 0.28% | 0.23% | $193.2万 | 5,221股 | $134.8万 | 4,201股 | +1,020股+24.28% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.21% | 0.22% | $148.2万 | 9,441股 | $128.3万 | 9,273股 | +168股+1.81% | 加仓 |
 英伟达NVDA |
| 0.21% | 0.22% | $148.0万 | 7,399股 | $130.2万 | 7,464股 | -65股-0.87% | 减仓 |
 ILLUMINAILMN |
| 0.2% | 0.17% | $138.6万 | 7,884股 | $97.2万 | 7,884股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.19% | 0.2% | $135.2万 | 1.0万股 | $116.9万 | 1.0万股 | -181股-1.74% | 减仓 |
| IiShares安硕信托IUSV |
| 0.19% | 0.21% | $130.0万 | 1.2万股 | $120.7万 | 1.2万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.18% | 0.11% | $126.2万 | 2,912股 | $62.5万 | 2,925股 | -13股-0.44% | 减仓 |
| V先锋领航指数基金VOO |
| 0.18% | 0.04% | $123.1万 | 1,793股 | $21.5万 | 372股 | +1,421股+381.99% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.17% | 0.18% | $121.1万 | 8,271股 | $106.7万 | 8,330股 | -59股-0.71% | 减仓 |
| IiShares安硕信托SGOV |
| 0.14% | 0.16% | $96.2万 | 9,560股 | $90.5万 | 8,992股 | +568股+6.32% | 加仓 |
 微软MSFT |
| 0.13% | 0.15% | $87.1万 | 2,335股 | $87.1万 | 2,353股 | -18股-0.76% | 减仓 |
 Meta平台META |
| 0.12% | 0.15% | $86.7万 | 1,539股 | $87.8万 | 1,534股 | +5股+0.33% | 加仓 |
 科磊KLAC |
| 0.12% | 0.07% | $84.5万 | 2,800股 | $41.2万 | 280股 | +2,520股+900.00% | 加仓 |
 亚马逊AMZN |
| 0.1% | 0.11% | $71.0万 | 2,978股 | $62.1万 | 2,982股 | -4股-0.13% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.09% | 0.11% | $63.6万 | 6,723股 | $64.5万 | 6,763股 | -40股-0.59% | 减仓 |
| IiShares安硕信托IVV |
| 0.09% | 0.09% | $62.4万 | 833股 | $54.4万 | 833股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.09% | 0.1% | $59.2万 | 1,183股 | $58.8万 | 1,228股 | -45股-3.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.08% | 0.08% | $57.7万 | 1,632股 | $47.2万 | 1,646股 | -14股-0.85% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.08% | 0.08% | $56.5万 | 1.7万股 | $45.5万 | 1.6万股 | +1,077股+6.90% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.08% | 0.09% | $55.0万 | 6,678股 | $50.1万 | 6,984股 | -306股-4.38% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.08% | 0.08% | $54.7万 | 1.6万股 | $48.2万 | 1.6万股 | -82股-0.52% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.07% | 0.08% | $50.5万 | 6,143股 | $48.2万 | 6,143股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.07% | 0.07% | $50.1万 | 1,325股 | $40.8万 | 1,319股 | +6股+0.45% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.07% | 0.08% | $47.7万 | 5,804股 | $45.5万 | 5,507股 | +297股+5.39% | 加仓 |
| AAvantis·U SAVUV |
| 0.07% | 0.08% | $45.7万 | 3,662股 | $44.3万 | 4,012股 | -350股-8.72% | 减仓 |
 谷歌AGOOGL |
| 0.06% | 0.06% | $40.6万 | 1,137股 | $33.1万 | 1,152股 | -15股-1.30% | 减仓 |
