| V先锋领航指数基金VV |
| 13.9% | 13.49% | $6,681.3万 | 19.4万股 | $5,665.4万 | 19.0万股 | +4,699股+2.48% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 11.88% | 11.11% | $5,712.2万 | 69.7万股 | $4,668.7万 | 65.8万股 | +3.9万股+5.88% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 8.64% | 8.13% | $4,151.5万 | 50.4万股 | $3,415.6万 | 48.0万股 | +2.4万股+5.00% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.61% | 6.57% | $3,179.2万 | 85.3万股 | $2,758.9万 | 77.7万股 | +7.7万股+9.88% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.47% | 6.67% | $3,109.2万 | 43.6万股 | $2,800.2万 | 43.7万股 | -608股-0.14% | 减仓 |
| V先锋领航指数基金VB |
| 5.47% | 5.46% | $2,627.2万 | 8.7万股 | $2,292.5万 | 8.8万股 | -854股-0.98% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.04% | 2.67% | $1,461.7万 | 36.0万股 | $1,122.0万 | 32.5万股 | +3.5万股+10.76% | 加仓 |
| V先锋领航指数基金VUG |
| 2.68% | 2.59% | $1,286.5万 | 14.9万股 | $1,089.8万 | 2.5万股 | +12.4万股+498.60% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.62% | 2.8% | $1,261.0万 | 13.1万股 | $1,176.3万 | 13.3万股 | -1,842股-1.39% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 2.62% | 2.85% | $1,257.8万 | 18.7万股 | $1,196.6万 | 18.2万股 | +4,904股+2.69% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.59% | 2.75% | $1,242.6万 | 20.8万股 | $1,156.7万 | 21.4万股 | -5,824股-2.72% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.32% | 2.46% | $1,116.0万 | 30.3万股 | $1,032.4万 | 30.4万股 | -988股-0.33% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.24% | 2.49% | $1,076.8万 | 13.0万股 | $1,046.0万 | 12.6万股 | +3,886股+3.07% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.19% | 2.38% | $1,054.3万 | 13.7万股 | $1,001.3万 | 13.0万股 | +7,715股+5.95% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.17% | 2.38% | $1,041.1万 | 13.2万股 | $998.7万 | 12.6万股 | +5,755股+4.57% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.62% | 1.82% | $780.9万 | 15.4万股 | $766.5万 | 15.4万股 | +748股+0.49% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.52% | 1.67% | $729.5万 | 17.7万股 | $703.5万 | 18.1万股 | -3,719股-2.06% | 减仓 |
| G通用动力VTI |
| 1.36% | 1.35% | $654.0万 | 1.8万股 | $567.8万 | 1.8万股 | -25股-0.14% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.33% | 1.3% | $637.4万 | 2.7万股 | $547.9万 | 2.5万股 | +1,460股+5.73% | 加仓 |
| S道富SPHY |
| 1.22% | 1.28% | $586.1万 | 25.0万股 | $536.2万 | 23.0万股 | +2.0万股+8.75% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.08% | 0.92% | $517.5万 | 19.8万股 | $387.7万 | 16.4万股 | +3.4万股+20.66% | 加仓 |
 苹果AAPL |
| 1.01% | 1.02% | $485.1万 | 1.7万股 | $430.3万 | 1.7万股 | -192股-1.13% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.98% | 1.07% | $469.6万 | 9.3万股 | $449.4万 | 9.0万股 | +3,531股+3.92% | 加仓 |
 礼来LLY |
| 0.84% | 0.73% | $404.8万 | 3,375股 | $308.3万 | 3,352股 | +23股+0.69% | 加仓 |
| S嘉信·USSCHX |
| 0.8% | 0.81% | $386.3万 | 13.1万股 | $340.3万 | 13.3万股 | -1,448股-1.09% | 减仓 |
| V先锋领航指数基金VTV |
| 0.66% | 0.68% | $318.3万 | 1.5万股 | $286.9万 | 1.5万股 | -18股-0.12% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.83% | $249.4万 | 4,984股 | $349.7万 | 7,298股 | -2,314股-31.71% | 减仓 |
 强生JNJ |
| 0.4% | 0.44% | $193.0万 | 7,600股 | $185.4万 | 7,583股 | +17股+0.22% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.38% | 0.37% | $184.7万 | 9,975股 | $156.9万 | 9,969股 | +6股+0.06% | 加仓 |
 沃尔玛WMT |
| 0.37% | 0.46% | $178.5万 | 1.6万股 | $194.9万 | 1.6万股 | +73股+0.47% | 加仓 |
 摩根大通JPM |
| 0.36% | 0.36% | $171.0万 | 5,223股 | $152.7万 | 5,191股 | +32股+0.62% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.31% | 0.34% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SHM |
| 0.31% | 0.35% | $149.7万 | 3.1万股 | $148.8万 | 3.1万股 | +100股+0.32% | 加仓 |
 微软MSFT |
| 0.31% | 0.34% | $147.8万 | 3,963股 | $141.8万 | 3,830股 | +133股+3.47% | 加仓 |
| V先锋领航·MIDVO |
| 0.29% | 0.29% | $138.9万 | 1.7万股 | $123.8万 | 4,311股 | +1.3万股+300.00% | 加仓 |
| IiShares安硕信托GVI |
| 0.26% | 0.3% | $126.8万 | 1.2万股 | $125.0万 | 1.2万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.26% | 0.24% | $124.7万 | 3.5万股 | $101.6万 | 3.5万股 | -424股-1.21% | 减仓 |
 江森自控JCI |
| 0.25% | 0.25% | $119.4万 | 8,169股 | $106.4万 | 8,126股 | +43股+0.53% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.23% | $115.1万 | 4,827股 | $96.3万 | 4,626股 | +201股+4.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.24% | 0.24% | $114.3万 | 1,531股 | $99.7万 | 1,534股 | -3股-0.20% | 减仓 |
 艾伯维ABBV |
| 0.21% | 0.21% | $102.6万 | 4,076股 | $87.5万 | 4,024股 | +52股+1.29% | 加仓 |
 英伟达NVDA |
| 0.19% | 0.17% | $91.7万 | 4,581股 | $69.9万 | 4,009股 | +572股+14.27% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.19% | 0.17% | $89.0万 | 2,242股 | $70.6万 | 2,219股 | +23股+1.04% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.17% | 0.13% | $83.9万 | 5,307股 | $54.5万 | 3,677股 | +1,630股+44.33% | 加仓 |
 GE航空GE |
| 0.17% | 0.15% | $82.6万 | 2,210股 | $62.7万 | 2,209股 | +1股+0.05% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.17% | 0.17% | $82.2万 | 2,007股 | $71.6万 | 2,007股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.17% | 0.13% | $80.0万 | 751股 | $53.1万 | 750股 | +1股+0.13% | 加仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.17% | $79.9万 | 1,163股 | $69.4万 | 1,161股 | +2股+0.17% | 加仓 |
 布鲁克菲尔德BN |
| 0.16% | — | $78.1万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 AMD超威AMD |
| 0.13% | 0.05% | $64.3万 | 1,107股 | $22.5万 | 1,104股 | +3股+0.27% | 加仓 |
