| V先锋领航债券指数基金BSV |
| 14.14% | 15.37% | $7,001.8万 | 89.9万股 | $6,686.6万 | 85.3万股 | +4.6万股+5.38% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.97% | 9.05% | $4,442.1万 | 62.3万股 | $3,938.7万 | 61.5万股 | +8,798股+1.43% | 加仓 |
| G通用动力VTI |
| 8.3% | 8.13% | $4,112.1万 | 11.1万股 | $3,536.3万 | 11.0万股 | +895股+0.81% | 加仓 |
| IiShares安硕信托IVV |
| 8.21% | 8.28% | $4,066.6万 | 5.4万股 | $3,602.1万 | 5.5万股 | -843股-1.53% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 5.29% | 5.37% | $2,620.8万 | 64.5万股 | $2,337.6万 | 67.7万股 | -3.2万股-4.69% | 减仓 |
 卡特彼勒CAT |
| 5.21% | 3.95% | $2,580.9万 | 2.4万股 | $1,717.0万 | 2.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 5.08% | 5.71% | $2,514.8万 | 62.7万股 | $2,482.4万 | 62.9万股 | -2,749股-0.44% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 4.59% | 4.82% | $2,272.7万 | 58.6万股 | $2,096.7万 | 59.8万股 | -1.2万股-2.09% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 3.78% | 3.73% | $1,873.6万 | 64.7万股 | $1,622.1万 | 61.0万股 | +3.6万股+5.98% | 加仓 |
| V先锋领航指数基金VV |
| 3.41% | 3.53% | $1,687.9万 | 4.9万股 | $1,535.3万 | 5.1万股 | -2,293股-4.46% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 2.97% | 3.26% | $1,472.6万 | 16.6万股 | $1,418.4万 | 17.2万股 | -5,758股-3.35% | 减仓 |
 苹果AAPL |
| 2.52% | 2.37% | $1,247.2万 | 4.3万股 | $1,030.3万 | 4.1万股 | +2,506股+6.17% | 加仓 |
| IiShares安硕信托SGOV |
| 2.41% | 1.97% | $1,194.5万 | 11.9万股 | $857.1万 | 8.5万股 | +3.4万股+39.35% | 加仓 |
| IiShares安硕信托IEUR |
| 2.04% | 2.18% | $1,008.7万 | 13.4万股 | $946.5万 | 13.5万股 | -518股-0.38% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 1.83% | 1.82% | $908.3万 | 7.9万股 | $792.2万 | 8.1万股 | -2,549股-3.14% | 减仓 |
| IiShares安硕信托SUSB |
| 1.53% | 1.64% | $759.0万 | 30.4万股 | $713.4万 | 28.5万股 | +1.9万股+6.72% | 加仓 |
| IiShares安硕信托STIP |
| 1.52% | 1.73% | $753.7万 | 7.4万股 | $752.9万 | 7.3万股 | +979股+1.34% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 1.2% | 1.34% | $595.7万 | 7.3万股 | $584.6万 | 7.6万股 | -3,710股-4.86% | 减仓 |
 微软MSFT |
| 1.07% | 1.14% | $530.9万 | 1.4万股 | $494.6万 | 1.3万股 | +871股+6.52% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.83% | 0.89% | $409.7万 | 4.0万股 | $385.7万 | 4.0万股 | -487股-1.21% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.78% | 0.77% | $387.6万 | 6.9万股 | $333.6万 | 7.1万股 | -1,646股-2.32% | 减仓 |
| IiShares安硕信托ITOT |
| 0.73% | 0.73% | $359.6万 | 2.2万股 | $316.6万 | 2.2万股 | -414股-1.85% | 减仓 |
 AFFIRM COM CL AAFRM |
| 0.57% | 0.32% | $281.9万 | 3.5万股 | $139.4万 | 3.0万股 | +4,151股+13.65% | 加仓 |
 强生JNJ |
| 0.47% | 0.44% | $230.7万 | 9,085股 | $190.6万 | 7,796股 | +1,289股+16.53% | 加仓 |
 NETFLIXNFLX |
| 0.45% | 0.06% | $224.0万 | 3.1万股 | $27.0万 | 2,808股 | +2.9万股+1,017.45% | 加仓 |
| AAvantis·U SAVUV |
| 0.37% | 0.34% | $185.3万 | 1.5万股 | $150.0万 | 1.4万股 | +1,276股+9.40% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.31% | 0.35% | $156.0万 | 3.2万股 | $152.2万 | 3.3万股 | -149股-0.46% | 减仓 |
| IiShares安硕ESGE |
| 0.31% | 0.31% | $153.2万 | 2.8万股 | $133.6万 | 2.9万股 | -1,369股-4.66% | 减仓 |
| IiShares安硕EPP |
| 0.29% | 0.41% | $144.3万 | 2.7万股 | $178.3万 | 3.4万股 | -6,468股-19.28% | 减仓 |
 艾伯维ABBV |
| 0.28% | 0.25% | $140.4万 | 5,581股 | $106.7万 | 4,906股 | +675股+13.76% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.27% | 0.3% | $132.5万 | 1.4万股 | $128.9万 | 1.5万股 | -787股-5.42% | 减仓 |
 美光科技MU |
| 0.27% | 0.08% | $131.4万 | 1,138股 | $35.0万 | 1,036股 | +102股+9.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.22% | $127.1万 | 3,596股 | $94.8万 | 3,306股 | +290股+8.77% | 加仓 |
 亚马逊AMZN |
| 0.25% | 0.21% | $124.2万 | 5,213股 | $91.6万 | 4,399股 | +814股+18.50% | 加仓 |
 宝洁PG |
| 0.24% | 0.28% | $118.1万 | 8,051股 | $121.9万 | 8,441股 | -390股-4.62% | 减仓 |
 特斯拉TSLA |
| 0.24% | 0.25% | $117.1万 | 2,785股 | $109.6万 | 2,949股 | -164股-5.56% | 减仓 |
 应用材料AMAT |
| 0.24% | 0.09% | $116.4万 | 1,610股 | $37.6万 | 1,099股 | +511股+46.50% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.21% | 0.22% | $106.3万 | 4,494股 | $96.6万 | 4,494股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.21% | — | $104.3万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 思科CSCO |
| 0.2% | 0.14% | $97.3万 | 8,287股 | $60.6万 | 7,806股 | +481股+6.16% | 加仓 |
 摩根大通JPM |
| 0.2% | 0.14% | $97.2万 | 2,969股 | $62.6万 | 2,128股 | +841股+39.52% | 加仓 |
 雪佛龙CVX |
| 0.19% | 0.28% | $95.6万 | 5,768股 | $120.1万 | 5,805股 | -37股-0.64% | 减仓 |
| N新纪元能源NEE |
| 0.19% | 0.21% | $94.8万 | 1.1万股 | $93.1万 | 1.0万股 | +781股+7.79% | 加仓 |
 谷歌AGOOGL |
| 0.19% | 0.12% | $93.9万 | 2,626股 | $52.0万 | 1,808股 | +818股+45.24% | 加仓 |
| V先锋领航指数基金VOO |
| 0.19% | 0.15% | $92.0万 | 1,340股 | $65.5万 | 1,096股 | +244股+22.26% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.18% | 0.11% | $90.6万 | 4,809股 | $47.3万 | 2,848股 | +1,961股+68.86% | 加仓 |
 博通AVGO |
| 0.18% | 0.05% | $88.2万 | 2,336股 | $22.3万 | 721股 | +1,615股+223.99% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.18% | 0.16% | $86.8万 | 2,890股 | $71.7万 | 2,890股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.17% | 0.23% | $83.6万 | 1,640股 | $99.1万 | 1,640股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.15% | 0.17% | $76.1万 | 1.6万股 | $73.6万 | 1.6万股 | 00.00% | 持仓不变 |
