| V先锋领航全球基金MGV |
| 10.91% | 11.66% | $1.24亿 | 75.7万股 | $1.07亿 | 73.7万股 | +2.0万股+2.71% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 8.5% | 8.36% | $9,642.1万 | 109.7万股 | $7,660.2万 | 20.8万股 | +88.8万股+426.12% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.4% | 4.7% | $6,124.6万 | 175.9万股 | $4,303.6万 | 141.1万股 | +34.8万股+24.69% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.31% | 4.01% | $6,025.1万 | 178.0万股 | $3,670.9万 | 126.0万股 | +52.0万股+41.29% | 加仓 |
| IiShares安硕信托AGG |
| 4.14% | 4.87% | $4,697.7万 | 47.5万股 | $4,462.9万 | 45.0万股 | +2.5万股+5.57% | 加仓 |
| S道富SPTI |
| 3.93% | 4.65% | $4,453.4万 | 156.9万股 | $4,262.0万 | 148.7万股 | +8.2万股+5.48% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 3.62% | 2.89% | $4,104.4万 | 15.0万股 | $2,649.4万 | 11.2万股 | +3.8万股+33.81% | 加仓 |
| V先锋领航指数基金VUG |
| 3.05% | 3.23% | $3,459.9万 | 40.2万股 | $2,964.5万 | 6.8万股 | +33.4万股+491.80% | 加仓 |
| S嘉信策略信托SCHF |
| 2.89% | 3.03% | $3,280.6万 | 118.4万股 | $2,779.6万 | 112.3万股 | +6.1万股+5.45% | 加仓 |
| V先锋领航指数基金VOT |
| 2.44% | 2.33% | $2,765.2万 | 9.0万股 | $2,135.3万 | 8.3万股 | +7,305股+8.80% | 加仓 |
| LLINDBLAD EXPEDITIONS ILIND |
| 2.39% | 2.02% | $2,710.9万 | 96.0万股 | $1,848.3万 | 106.8万股 | -10.8万股-10.15% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 2.32% | 2.43% | $2,629.2万 | 89.7万股 | $2,226.3万 | 82.7万股 | +7.0万股+8.47% | 加仓 |
| IiShares安硕信托IGIB |
| 2.07% | 2.42% | $2,346.5万 | 44.1万股 | $2,220.5万 | 41.7万股 | +2.4万股+5.78% | 加仓 |
| S嘉信·USSCHX |
| 2.03% | 2.2% | $2,306.6万 | 78.4万股 | $2,019.2万 | 78.8万股 | -3,780股-0.48% | 减仓 |
| IiShares安硕信托IMCV |
| 1.98% | 2.01% | $2,244.3万 | 24.6万股 | $1,841.0万 | 21.7万股 | +2.8万股+13.11% | 加仓 |
| G通用动力VTI |
| 1.79% | 0.84% | $2,033.9万 | 5.5万股 | $772.6万 | 2.4万股 | +3.1万股+128.24% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.75% | 1.91% | $1,984.3万 | 82.2万股 | $1,755.0万 | 72.3万股 | +9.9万股+13.68% | 加仓 |
| V先锋领航指数基金VTV |
| 1.73% | 1.93% | $1,962.1万 | 9.0万股 | $1,766.6万 | 9.0万股 | -8股-0.01% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.7% | 1.94% | $1,932.2万 | 36.9万股 | $1,776.9万 | 33.8万股 | +3.1万股+9.05% | 加仓 |
| IiShares安硕信托GVI |
| 1.69% | 1.95% | $1,913.7万 | 17.8万股 | $1,788.8万 | 16.9万股 | +9,306股+5.52% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.67% | 1.76% | $1,896.5万 | 7.8万股 | $1,608.4万 | 7.4万股 | +4,014股+5.42% | 加仓 |
| IiShares安硕IEMG |
| 1.35% | 1.28% | $1,527.5万 | 18.4万股 | $1,173.4万 | 16.8万股 | +1.6万股+9.61% | 加仓 |
| V先锋领航·MIDVO |
| 1.32% | 1.35% | $1,499.2万 | 18.6万股 | $1,239.2万 | 4.3万股 | +14.3万股+331.24% | 加仓 |
| V先锋领航指数基金VV |
| 1.18% | 0.62% | $1,341.4万 | 3.9万股 | $572.2万 | 1.9万股 | +2.0万股+103.71% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.17% | 1.3% | $1,324.8万 | 18.6万股 | $1,188.0万 | 18.5万股 | +543股+0.29% | 加仓 |
| V先锋领航指数基金VB |
| 1.16% | 1.02% | $1,311.9万 | 4.3万股 | $935.3万 | 3.6万股 | +7,569股+21.20% | 加仓 |
| IiShares安硕信托ISCG |
| 1.11% | 1.05% | $1,263.7万 | 19.3万股 | $965.1万 | 17.6万股 | +1.7万股+9.47% | 加仓 |
| S嘉信策略信托SCHM |
| 1.05% | 0.9% | $1,191.7万 | 32.3万股 | $826.4万 | 26.7万股 | +5.6万股+21.08% | 加仓 |
 苹果AAPL |
| 0.96% | 1.04% | $1,092.2万 | 3.8万股 | $953.4万 | 3.8万股 | +181股+0.48% | 加仓 |
| V先锋领航指数基金VBK |
| 0.93% | 0.84% | $1,056.6万 | 2.9万股 | $772.1万 | 2.6万股 | +3,346股+13.10% | 加仓 |
| S嘉信·USSCHA |
| 0.74% | 0.74% | $840.5万 | 23.3万股 | $681.2万 | 23.4万股 | -1,603股-0.68% | 减仓 |
| V先锋领航指数基金VOO |
| 0.7% | 0.77% | $794.5万 | 1.2万股 | $706.6万 | 1.2万股 | -257股-2.17% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.67% | 0.83% | $764.2万 | 3.6万股 | $757.0万 | 3.9万股 | -3,529股-8.95% | 减仓 |
| IiShares安硕信托IVV |
| 0.62% | 0.71% | $706.1万 | 9,428股 | $652.3万 | 9,986股 | -558股-5.59% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.58% | 0.62% | $658.1万 | 7.9万股 | $568.8万 | 7.6万股 | +2,850股+3.76% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.56% | 0.42% | $638.3万 | 8,548股 | $382.3万 | 5,878股 | +2,670股+45.42% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.55% | 0.62% | $620.7万 | 3.1万股 | $571.7万 | 3.1万股 | +388股+1.25% | 加仓 |
| I景顺QQQ信托VOO |
| 0.53% | 0.55% | $601.0万 | 8,161股 | $500.7万 | 8,674股 | -513股-5.91% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.46% | 0.59% | $521.7万 | 6.6万股 | $542.1万 | 6.8万股 | -2,376股-3.47% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.45% | 0.48% | $514.4万 | 5.3万股 | $439.6万 | 5.0万股 | +3,784股+7.64% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.44% | 0.17% | $495.8万 | 3.1万股 | $158.7万 | 1.1万股 | +2.1万股+192.87% | 加仓 |
| IiShares安硕信托IMCG |
| 0.37% | 0.37% | $422.3万 | 4.3万股 | $335.5万 | 4.3万股 | +367股+0.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.37% | $411.7万 | 1.2万股 | $335.2万 | 1.2万股 | -33股-0.28% | 减仓 |
 微软MSFT |
| 0.35% | 0.43% | $401.1万 | 1.1万股 | $393.9万 | 1.1万股 | +112股+1.05% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.34% | 0.45% | $389.8万 | 2.6万股 | $415.1万 | 2.8万股 | -2,827股-9.94% | 减仓 |
 英伟达NVDA |
| 0.33% | 0.37% | $374.5万 | 1.9万股 | $337.8万 | 1.9万股 | -654股-3.38% | 减仓 |
 谷歌AGOOGL |
| 0.3% | 0.29% | $344.5万 | 9,639股 | $265.6万 | 9,235股 | +404股+4.37% | 加仓 |
| IiShares安硕·COREIJR |
| 0.3% | 0.31% | $342.7万 | 2.3万股 | $280.7万 | 2.3万股 | +527股+2.33% | 加仓 |
 亚马逊AMZN |
| 0.29% | 0.32% | $334.5万 | 1.4万股 | $290.3万 | 1.4万股 | +94股+0.67% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.3% | $304.4万 | 9,300股 | $273.7万 | 9,306股 | -6股-0.06% | 减仓 |
