| V先锋领航指数基金VOO |
| 15.74% | 15.01% | $3,513.2万 | 5.1万股 | $2,975.3万 | 5.0万股 | +1,361股+2.73% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 14.77% | 14.9% | $3,296.2万 | 13.9万股 | $2,953.1万 | 13.7万股 | +1,988股+1.45% | 加仓 |
| I景顺QQQ信托VOO |
| 14.02% | 12.48% | $3,128.6万 | 4.2万股 | $2,474.2万 | 4.3万股 | -383股-0.89% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 13.96% | 15.74% | $3,115.8万 | 134.7万股 | $3,121.1万 | 134.4万股 | +2,932股+0.22% | 加仓 |
| IiShares安硕信托SHYG |
| 6.97% | 7.67% | $1,555.7万 | 36.7万股 | $1,520.2万 | 35.9万股 | +7,523股+2.09% | 加仓 |
| IiShares安硕信托USMV |
| 6.14% | 6.52% | $1,370.6万 | 14.2万股 | $1,293.0万 | 13.9万股 | +2,670股+1.92% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.1% | 4.8% | $1,138.5万 | 16.0万股 | $951.5万 | 14.8万股 | +1.1万股+7.61% | 加仓 |
 AVANTIS INTLNGG |
| 4.45% | 4.69% | $992.9万 | 11.1万股 | $930.3万 | 11.0万股 | +1,652股+1.51% | 加仓 |
 苹果AAPL |
| 2.76% | 1.99% | $615.2万 | 2.1万股 | $394.4万 | 1.6万股 | +5,721股+36.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.24% | 1.16% | $276.4万 | 5,523股 | $230.8万 | 4,817股 | +706股+14.66% | 加仓 |
 礼来LLY |
| 1.02% | 0.86% | $226.6万 | 1,889股 | $170.0万 | 1,848股 | +41股+2.22% | 加仓 |
 亚马逊AMZN |
| 0.99% | 0.87% | $221.4万 | 9,290股 | $171.9万 | 8,255股 | +1,035股+12.54% | 加仓 |
 摩根大通JPM |
| 0.93% | 0.92% | $208.5万 | 6,371股 | $182.2万 | 6,195股 | +176股+2.84% | 加仓 |
| IiShares安硕信托IWV |
| 0.83% | 0.81% | $184.4万 | 4,324股 | $159.9万 | 4,314股 | +10股+0.23% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.71% | $175.6万 | 4,970股 | $140.4万 | 4,895股 | +75股+1.53% | 加仓 |
 英伟达NVDA |
| 0.73% | 0.7% | $163.8万 | 8,185股 | $139.1万 | 7,974股 | +211股+2.65% | 加仓 |
 博通AVGO |
| 0.73% | 0.67% | $163.4万 | 4,326股 | $133.7万 | 4,318股 | +8股+0.19% | 加仓 |
 微软MSFT |
| 0.69% | 0.69% | $153.6万 | 4,117股 | $137.0万 | 3,701股 | +416股+11.24% | 加仓 |
| V先锋领航指数基金VUG |
| 0.67% | 0.63% | $148.9万 | 1.7万股 | $125.7万 | 2,878股 | +1.4万股+500.66% | 加仓 |
 VisaV |
| 0.66% | 0.62% | $147.4万 | 4,297股 | $123.1万 | 4,074股 | +223股+5.47% | 加仓 |
| IiShares安硕信托ITOT |
| 0.64% | 0.63% | $143.3万 | 8,753股 | $124.6万 | 8,809股 | -56股-0.64% | 减仓 |
 埃克森美孚XOM |
| 0.62% | 0.83% | $137.4万 | 1.0万股 | $164.7万 | 9,709股 | +344股+3.54% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.49% | 0.57% | $109.2万 | 2.3万股 | $112.7万 | 2.4万股 | -669股-2.82% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.47% | 0.45% | $104.0万 | 8,379股 | $89.3万 | 2,093股 | +6,286股+300.33% | 加仓 |
 康明斯CMI |
| 0.44% | 0.37% | $97.4万 | 1,366股 | $73.5万 | 1,366股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.32% | 0.31% | $70.4万 | 1,719股 | $61.2万 | 1,715股 | +4股+0.23% | 加仓 |
| G通用动力VTI |
| 0.28% | 0.68% | $63.4万 | 1,713股 | $135.3万 | 4,218股 | -2,505股-59.39% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.23% | 0.21% | $50.6万 | 1,683股 | $41.6万 | 1,679股 | +4股+0.24% | 加仓 |
 甲骨文ORCL |
| 0.23% | 0.25% | $50.2万 | 3,429股 | $50.4万 | 3,426股 | +3股+0.09% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.22% | 0.22% | $49.9万 | 6,062股 | $43.9万 | 6,123股 | -61股-1.00% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.2% | $48.2万 | 1,348股 | $38.7万 | 1,347股 | +1股+0.07% | 加仓 |
| IiShares安硕信托SDG |
| 0.21% | 0.22% | $47.4万 | 5,295股 | $44.6万 | 5,309股 | -14股-0.26% | 减仓 |
 宝洁PG |
| 0.21% | 0.23% | $46.3万 | 3,156股 | $45.6万 | 3,154股 | +2股+0.06% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.19% | 0.19% | $42.1万 | 2,878股 | $36.8万 | 2,875股 | +3股+0.10% | 加仓 |
| V先锋领航指数基金VXF |
| 0.17% | — | $38.5万 | 1,562股 | $0 | 0股 | +1,562股 | 新买入 |
| IiShares安硕信托IWS |
| 0.17% | 0.17% | $38.2万 | 2,324股 | $33.8万 | 2,316股 | +8股+0.35% | 加仓 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.16% | 0.19% | $35.6万 | 7,496股 | $37.2万 | 7,841股 | -345股-4.40% | 减仓 |
| SSPDR道富系列信托SHE |
| 0.15% | 0.15% | $33.7万 | 2,183股 | $29.8万 | 2,329股 | -146股-6.27% | 减仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 0.15% | 0.15% | $32.7万 | 1,294股 | $30.6万 | 1,372股 | -78股-5.69% | 减仓 |
 沃特世WAT |
| 0.15% | 0.13% | $32.5万 | 867股 | $25.8万 | 867股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.13% | — | $28.9万 | 4,850股 | $0 | 0股 | +4,850股 | 新买入 |
 鲍尔公司BALL |
| 0.13% | 0.14% | $28.6万 | 4,581股 | $27.1万 | 4,581股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.13% | 0.35% | $28.3万 | 9,783股 | $68.4万 | 2.7万股 | -1.7万股-64.12% | 减仓 |
| IIBMIBM |
| 0.13% | 0.12% | $28.2万 | 1,003股 | $24.3万 | 1,003股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.12% | 0.12% | $26.6万 | 1,098股 | $23.4万 | 1,095股 | +3股+0.27% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.11% | 0.12% | $24.2万 | 2,068股 | $23.7万 | 2,050股 | +18股+0.88% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.1% | $23.2万 | 311股 | $20.2万 | 311股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 0.1% | 0.13% | $22.1万 | 2,407股 | $25.9万 | 2,829股 | -422股-14.92% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTDVG |
| 0.09% | — | $20.8万 | 4,246股 | $0 | 0股 | +4,246股 | 新买入 |
| T赛默飞世尔TMO |
| 0.09% | — | $20.2万 | 403股 | $0 | 0股 | +403股 | 新买入 |
