| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 38.94% | 37.02% | $1.82亿 | 630.1万股 | $1.58亿 | 628.0万股 | +2.0万股+0.32% | 加仓 |
| S嘉信策略信托SCHF |
| 14.65% | 14.36% | $6,865.1万 | 247.8万股 | $6,115.5万 | 247.1万股 | +7,469股+0.30% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 11.25% | 11.95% | $5,271.1万 | 63.8万股 | $5,088.4万 | 61.5万股 | +2.3万股+3.72% | 加仓 |
| S嘉信策略信托SCHD |
| 10.61% | 11.18% | $4,972.6万 | 156.8万股 | $4,758.7万 | 155.1万股 | +1.7万股+1.10% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 7.57% | 8.12% | $3,546.5万 | 60.1万股 | $3,457.1万 | 58.1万股 | +2.1万股+3.58% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 7.14% | 7.64% | $3,344.3万 | 71.4万股 | $3,252.9万 | 69.3万股 | +2.2万股+3.12% | 加仓 |
| IiShares安硕·COREIJR |
| 5.88% | 5.33% | $2,756.0万 | 18.6万股 | $2,269.8万 | 18.3万股 | +3,239股+1.77% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.7% | $338.9万 | 4,538股 | $299.1万 | 4,599股 | -61股-1.33% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.49% | 0.16% | $229.1万 | 6.6万股 | $69.8万 | 2.3万股 | +4.3万股+187.49% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.35% | 0.35% | $162.9万 | 6,883股 | $148.3万 | 6,895股 | -12股-0.17% | 减仓 |
 苹果AAPL |
| 0.26% | 0.25% | $122.7万 | 4,241股 | $107.6万 | 4,240股 | +1股+0.02% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.22% | 0.23% | $101.4万 | 2.0万股 | $100.0万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.21% | 0.21% | $100.1万 | 4,128股 | $88.2万 | 4,128股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.21% | 0.2% | $98.8万 | 2,670股 | $85.4万 | 2,663股 | +7股+0.26% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.18% | 0.17% | $82.7万 | 9,877股 | $73.8万 | 9,831股 | +46股+0.47% | 加仓 |
| IiShares安硕信托AGG |
| 0.17% | 0.19% | $80.2万 | 8,101股 | $80.4万 | 8,101股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.16% | 0.13% | $75.9万 | 2,009股 | $54.4万 | 1,759股 | +250股+14.21% | 加仓 |
 英伟达NVDA |
| 0.14% | 0.08% | $67.4万 | 3,369股 | $34.3万 | 1,968股 | +1,401股+71.19% | 加仓 |
 SMARTFINANCIAL COM NEWSMBK |
| 0.12% | 0.11% | $55.7万 | 1.2万股 | $46.3万 | 1.2万股 | +26股+0.22% | 加仓 |
 特斯拉TSLA |
| 0.1% | 0.01% | $48.4万 | 1,150股 | $5.7万 | 153股 | +997股+651.63% | 加仓 |
 谷歌AGOOGL |
| 0.08% | 0.07% | $36.7万 | 1,028股 | $29.6万 | 1,028股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.07% | 0.02% | $32.3万 | 2,313股 | $10.2万 | 2,313股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.07% | 0.08% | $31.1万 | 1,410股 | $33.3万 | 1,410股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.06% | 0.06% | $27.3万 | 901股 | $23.5万 | 898股 | +3股+0.33% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.06% | 0.04% | $26.2万 | 1,038股 | $18.8万 | 1,038股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.06% | 0.05% | $25.9万 | 3,010股 | $21.8万 | 499股 | +2,511股+503.21% | 加仓 |
 台积电TSM |
| 0.05% | 0.02% | $24.7万 | 518股 | $9.1万 | 268股 | +250股+93.28% | 加仓 |
 卡特彼勒CAT |
| 0.05% | 0.03% | $22.4万 | 210股 | $14.9万 | 210股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.05% | 0.05% | $21.9万 | 621股 | $20.4万 | 620股 | +1股+0.16% | 加仓 |
 微软MSFT |
| 0.05% | 0.05% | $21.3万 | 571股 | $21.1万 | 571股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.04% | 0.01% | $20.2万 | 929股 | $4.0万 | 205股 | +724股+353.17% | 加仓 |
