| V先锋领航指数基金VOO |
| 23.79% | 23.48% | $6,646.5万 | 9.7万股 | $5,796.9万 | 9.7万股 | -237股-0.24% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 8.93% | 8.35% | $2,494.0万 | 8.3万股 | $2,061.7万 | 8.3万股 | -123股-0.15% | 减仓 |
| V先锋领航·FTSEVEA |
| 7.49% | 7.66% | $2,091.5万 | 29.4万股 | $1,890.9万 | 29.5万股 | -1,532股-0.52% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 5.84% | 5.87% | $1,631.5万 | 19.5万股 | $1,449.3万 | 19.3万股 | +1,821股+0.94% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 5.55% | 5.42% | $1,549.4万 | 7.0万股 | $1,338.6万 | 7.1万股 | -558股-0.79% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 5.41% | 4.93% | $1,512.5万 | 3.8万股 | $1,217.6万 | 3.9万股 | -408股-1.05% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.67% | 4.72% | $1,303.7万 | 1.7万股 | $1,164.6万 | 1.8万股 | -450股-2.51% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.14% | 4.14% | $1,157.8万 | 14.0万股 | $1,023.3万 | 12.4万股 | +1.6万股+13.27% | 加仓 |
| IiShares安硕信托AGG |
| 3.62% | 3.81% | $1,012.9万 | 10.2万股 | $940.5万 | 9.5万股 | +7,590股+8.01% | 加仓 |
| IiShares安硕信托TIP |
| 3.58% | 3.72% | $1,000.7万 | 9.1万股 | $918.7万 | 8.3万股 | +8,200股+9.85% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.06% | 3.26% | $856.1万 | 14.3万股 | $805.6万 | 14.9万股 | -5,625股-3.77% | 减仓 |
| IiShares安硕信托STIP |
| 2.18% | 2.31% | $610.3万 | 6.0万股 | $569.6万 | 5.5万股 | +4,666股+8.47% | 加仓 |
| IiShares安硕信托IWD |
| 2.06% | 2.09% | $575.5万 | 2.4万股 | $515.2万 | 2.4万股 | -375股-1.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.06% | 2.23% | $574.7万 | 1.1万股 | $550.4万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.75% | 1.79% | $490.3万 | 2.3万股 | $441.5万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 1.68% | 1.61% | $470.3万 | 5.5万股 | $397.5万 | 9,100股 | +4.6万股+500.00% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.59% | 1.58% | $444.5万 | 3.6万股 | $389.1万 | 9,125股 | +2.7万股+292.33% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.12% | 1.12% | $312.2万 | 7,625股 | $275.4万 | 7,725股 | -100股-1.29% | 减仓 |
| DDBX ETF信托DBEF |
| 0.83% | 0.9% | $232.0万 | 4.2万股 | $223.4万 | 4.5万股 | -2,766股-6.12% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.77% | 0.87% | $214.6万 | 1.4万股 | $213.8万 | 1.5万股 | -550股-3.75% | 减仓 |
| IiShares白银信托SLV |
| 0.73% | 0.11% | $205.1万 | 3.8万股 | $27.9万 | 4,100股 | +3.4万股+835.73% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.66% | 0.74% | $185.4万 | 1.9万股 | $182.5万 | 1.9万股 | +175股+0.92% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.66% | 1.1% | $184.7万 | 3.4万股 | $271.3万 | 5.5万股 | -2.1万股-37.31% | 减仓 |
| IiShares安硕信托FXI |
| 0.61% | 0.43% | $169.9万 | 5.4万股 | $107.3万 | 3.0万股 | +2.4万股+79.85% | 加仓 |
 GE航空GE |
| 0.56% | 0.54% | $155.9万 | 4,171股 | $132.5万 | 4,671股 | -500股-10.70% | 减仓 |
| IiShares安硕IEMG |
| 0.49% | 0.47% | $138.2万 | 1.7万股 | $116.4万 | 1.7万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.46% | 0.46% | $129.3万 | 5.5万股 | $113.3万 | 5.3万股 | +1,900股+3.61% | 加仓 |
| V先锋领航全球基金VGT |
| 0.42% | 1.65% | $117.7万 | 9,850股 | $406.4万 | 5,825股 | +4,025股+69.10% | 加仓 |
| S道富XLI |
| 0.38% | 0.29% | $105.9万 | 5,715股 | $72.8万 | 4,500股 | +1,215股+27.00% | 加仓 |
| SSPDR黄金信托GLD |
| 0.37% | 0.49% | $103.1万 | 2,800股 | $120.5万 | 2,800股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.36% | 0.36% | $100.8万 | 3,080股 | $88.1万 | 2,995股 | +85股+2.84% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.34% | 0.3% | $95.2万 | 6,000股 | $73.3万 | 5,000股 | +1,000股+20.00% | 加仓 |
 谷歌AGOOGL |
| 0.34% | 0.31% | $94.4万 | 2,642股 | $76.0万 | 2,642股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYG |
| 0.32% | 0.27% | $88.3万 | 1.1万股 | $67.6万 | 8,500股 | +2,540股+29.88% | 加仓 |
| IiShares安硕·COREIJR |
| 0.3% | 0.28% | $83.6万 | 5,638股 | $69.0万 | 5,550股 | +88股+1.59% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.29% | 0.33% | $81.3万 | 1.0万股 | $81.3万 | 1.0万股 | +66股+0.64% | 加仓 |
 GLOBAL PMTS COMGPN |
| 0.26% | 0.27% | $72.4万 | 9,974股 | $67.1万 | 9,974股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.21% | 0.16% | $57.6万 | 1,991股 | $38.3万 | 1,511股 | +480股+31.77% | 加仓 |
 微软MSFT |
| 0.2% | 0.11% | $55.1万 | 1,478股 | $26.9万 | 728股 | +750股+103.02% | 加仓 |
 英伟达NVDA |
| 0.2% | 0.19% | $55.0万 | 2,751股 | $47.5万 | 2,722股 | +29股+1.07% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.17% | 0.18% | $46.7万 | 4,500股 | $43.7万 | 4,500股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.16% | 0.16% | $43.4万 | 4,500股 | $39.9万 | 4,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.15% | 0.15% | $42.4万 | 566股 | $37.0万 | 566股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.15% | 0.1% | $41.8万 | 1,184股 | $25.4万 | 884股 | +300股+33.94% | 加仓 |
| IiShares黄金信托IAU |
| 0.13% | 0.17% | $35.1万 | 4,650股 | $41.0万 | 4,650股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 0.12% | — | $32.5万 | 143股 | $0 | 0股 | +143股 | 新买入 |
| I景顺·DB MULTI-SECTOR COMMDBA |
| 0.11% | 0.13% | $30.4万 | 1.1万股 | $31.1万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.1% | 0.08% | $28.6万 | 3,900股 | $20.4万 | 2,775股 | +1,125股+40.54% | 加仓 |
 亚马逊AMZN |
| 0.1% | — | $27.2万 | 1,140股 | $0 | 0股 | +1,140股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.1% | 0.1% | $26.8万 | 7,688股 | $25.0万 | 8,188股 | -500股-6.11% | 减仓 |
