| V先锋领航·FTSEVEA |
| 15.61% | 15.21% | $1.05亿 | 148.1万股 | $8,960.7万 | 139.8万股 | +8.2万股+5.88% | 加仓 |
| V先锋领航指数基金VOO |
| 15.2% | 13.98% | $1.03亿 | 15.0万股 | $8,238.2万 | 13.8万股 | +1.2万股+8.54% | 加仓 |
| V先锋领航全球基金VGT |
| 7.9% | 6.46% | $5,341.0万 | 44.7万股 | $3,807.9万 | 5.5万股 | +39.2万股+718.80% | 加仓 |
| A美国世纪ETF信托AVSC |
| 7.46% | 7.24% | $5,040.0万 | 68.7万股 | $4,262.6万 | 68.4万股 | +2,997股+0.44% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 6.95% | 10.15% | $4,696.4万 | 179.5万股 | $5,982.0万 | 252.9万股 | -73.4万股-29.02% | 减仓 |
| A美国世纪ETF信托AVMC |
| 5.24% | 5.14% | $3,539.1万 | 44.1万股 | $3,031.0万 | 42.0万股 | +2.1万股+5.11% | 加仓 |
| IiShares安硕信托ICSH |
| 3.24% | 3.5% | $2,189.6万 | 43.3万股 | $2,062.5万 | 40.7万股 | +2.5万股+6.25% | 加仓 |
| G通用动力VTI |
| 3.23% | 3.1% | $2,182.7万 | 5.9万股 | $1,824.2万 | 5.7万股 | +2,124股+3.74% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 3.01% | — | $2,033.1万 | 27.9万股 | $0 | 0股 | +27.9万股 | 新买入 |
| EETFIS SER TR INFLT |
| 2.6% | 3.05% | $1,757.3万 | 76.6万股 | $1,794.4万 | 78.9万股 | -2.3万股-2.92% | 减仓 |
| S嘉信策略信托SCHF |
| 2.08% | 2.15% | $1,407.2万 | 50.8万股 | $1,264.0万 | 51.1万股 | -2,698股-0.53% | 减仓 |
| S嘉信策略信托SCHM |
| 1.88% | 1.82% | $1,269.9万 | 34.4万股 | $1,070.4万 | 34.6万股 | -1,308股-0.38% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.69% | 1.73% | $1,139.3万 | 13.3万股 | $1,017.3万 | 13.2万股 | +1,339股+1.01% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 1.42% | 4.21% | $958.0万 | 19.5万股 | $2,482.5万 | 61.9万股 | -42.4万股-68.54% | 减仓 |
| IiShares安硕·COREIJR |
| 1.29% | 1.26% | $870.9万 | 5.9万股 | $745.1万 | 6.0万股 | -1,223股-2.04% | 减仓 |
| S嘉信·USSCHA |
| 1.28% | 1.2% | $865.8万 | 24.0万股 | $708.8万 | 24.4万股 | -4,098股-1.68% | 减仓 |
| V先锋领航·MIDVO |
| 1.28% | 1.29% | $863.2万 | 10.7万股 | $762.4万 | 2.7万股 | +8.1万股+303.57% | 加仓 |
 苹果AAPL |
| 0.98% | 0.96% | $661.8万 | 2.3万股 | $564.0万 | 2.2万股 | +652股+2.93% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.81% | 0.67% | $550.6万 | 2.2万股 | $393.1万 | 2.2万股 | +161股+0.74% | 加仓 |
| WWisdomTree信托DLS |
| 0.7% | 0.78% | $476.6万 | 5.7万股 | $460.6万 | 5.7万股 | +364股+0.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.64% | $459.0万 | 6,147股 | $374.3万 | 5,756股 | +391股+6.79% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.62% | 0.82% | $417.6万 | 4.3万股 | $484.1万 | 5.5万股 | -1.1万股-20.66% | 减仓 |
| IiShares安硕信托IVV |
| 0.61% | 0.59% | $410.9万 | 5,486股 | $347.2万 | 5,315股 | +171股+3.22% | 加仓 |
| V先锋领航指数基金VB |
| 0.55% | 0.53% | $369.9万 | 1.2万股 | $311.3万 | 1.2万股 | +319股+2.68% | 加仓 |
 微软MSFT |
| 0.5% | 0.58% | $335.9万 | 9,006股 | $344.4万 | 9,303股 | -297股-3.19% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.48% | 0.28% | $322.2万 | 1.7万股 | $165.6万 | 1.2万股 | +4,454股+35.75% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.41% | $316.1万 | 1.6万股 | $243.0万 | 1.4万股 | +1,867股+13.40% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.43% | 0.48% | $291.7万 | 5.6万股 | $281.3万 | 6.0万股 | -3,645股-6.08% | 减仓 |
 亚马逊AMZN |
| 0.41% | 0.37% | $277.9万 | 1.2万股 | $219.8万 | 1.1万股 | +1,103股+10.45% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.46% | $271.3万 | 5,422股 | $272.8万 | 5,692股 | -270股-4.74% | 减仓 |
 谷歌AGOOGL |
| 0.34% | 0.3% | $226.9万 | 6,350股 | $178.3万 | 6,202股 | +148股+2.39% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.26% | $196.3万 | 5,556股 | $152.5万 | 5,317股 | +239股+4.50% | 加仓 |
| IiShares安硕·COREIJH |
| 0.28% | 0.31% | $192.2万 | 2.5万股 | $182.0万 | 2.7万股 | -2,027股-7.52% | 减仓 |
| IiShares安硕信托HYG |
| 0.28% | 0.74% | $189.6万 | 2.4万股 | $434.0万 | 5.5万股 | -3.1万股-56.54% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.26% | 0.26% | $177.1万 | 5.1万股 | $155.5万 | 4.6万股 | +4,363股+9.45% | 加仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 0.24% | 0.21% | $160.7万 | 3.1万股 | $125.3万 | 2.4万股 | +6,778股+28.03% | 加仓 |
 VisaV |
| 0.24% | 0.21% | $160.2万 | 4,671股 | $121.8万 | 4,031股 | +640股+15.88% | 加仓 |
 摩根大通JPM |
| 0.22% | 0.22% | $148.4万 | 4,533股 | $129.8万 | 4,411股 | +122股+2.77% | 加仓 |
| N新纪元能源NEE |
| 0.21% | 0.26% | $143.9万 | 1.6万股 | $153.3万 | 1.7万股 | -113股-0.68% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.21% | 0.23% | $143.4万 | 1.4万股 | $136.7万 | 1.4万股 | -350股-2.45% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.21% | 0.21% | $141.0万 | 4.9万股 | $122.2万 | 4.9万股 | +15股+0.03% | 加仓 |
 家得宝HD |
| 0.21% | 0.23% | $139.5万 | 3,956股 | $134.3万 | 4,082股 | -126股-3.09% | 减仓 |
 卡特彼勒CAT |
| 0.2% | 0.16% | $134.1万 | 1,259股 | $96.6万 | 1,364股 | -105股-7.70% | 减仓 |
 强生JNJ |
| 0.18% | 0.17% | $124.1万 | 4,885股 | $102.6万 | 4,198股 | +687股+16.36% | 加仓 |
 好市多COST |
| 0.17% | 0.21% | $117.2万 | 1,253股 | $124.3万 | 1,247股 | +6股+0.48% | 加仓 |
 SONOCO PRODSSON |
| 0.17% | — | $117.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 礼来LLY |
| 0.16% | 0.15% | $111.2万 | 927股 | $86.1万 | 936股 | -9股-0.96% | 减仓 |
 万事达MA |
| 0.16% | 0.13% | $110.1万 | 2,143股 | $74.5万 | 1,490股 | +653股+43.83% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.16% | 0.18% | $105.4万 | 4.5万股 | $104.1万 | 4.8万股 | -3,909股-8.07% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.15% | 0.09% | $99.2万 | 4,193股 | $51.2万 | 2,381股 | +1,812股+76.10% | 加仓 |
