| V先锋领航指数基金VB |
| 3.23% | 3.48% | $1,995.7万 | 6.6万股 | $1,858.6万 | 7.1万股 | -5,120股-7.22% | 减仓 |
| V先锋领航·MIDVO |
| 3.15% | 3.72% | $1,945.9万 | 24.2万股 | $1,990.6万 | 6.9万股 | +17.2万股+248.43% | 加仓 |
| G高盛ETF信托GBIL |
| 3.02% | 3.05% | $1,865.5万 | 18.6万股 | $1,630.8万 | 16.3万股 | +2.3万股+14.43% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.95% | 3.27% | $1,819.8万 | 8.6万股 | $1,749.3万 | 9.1万股 | -5,619股-6.16% | 减仓 |
| AAvantis·U SAVUV |
| 2.87% | 3.27% | $1,773.4万 | 14.2万股 | $1,749.4万 | 15.8万股 | -1.6万股-10.24% | 减仓 |
| IiShares安硕信托IEFA |
| 2.81% | 3.23% | $1,732.3万 | 17.9万股 | $1,724.3万 | 19.0万股 | -1.1万股-5.83% | 减仓 |
| V先锋领航·TOTALBND |
| 2.64% | 2.15% | $1,629.9万 | 22.2万股 | $1,148.4万 | 15.6万股 | +6.6万股+42.37% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.3% | 0.76% | $1,420.7万 | 18.0万股 | $406.2万 | 5.1万股 | +12.9万股+250.82% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.28% | 1.88% | $1,404.2万 | 17.0万股 | $1,004.6万 | 12.1万股 | +4.8万股+39.94% | 加仓 |
 苹果AAPL |
| 1.97% | 2.04% | $1,216.7万 | 4.2万股 | $1,093.0万 | 4.3万股 | -1,020股-2.37% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.9% | 1.92% | $1,174.8万 | 12.9万股 | $1,025.5万 | 12.7万股 | +1,585股+1.25% | 加仓 |
| IiShares黄金信托IAU |
| 1.88% | 3.21% | $1,158.1万 | 15.3万股 | $1,716.4万 | 19.5万股 | -4.1万股-21.22% | 减仓 |
| G通用动力VTI |
| 1.87% | 1.86% | $1,152.9万 | 3.1万股 | $996.3万 | 3.1万股 | +100股+0.32% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.86% | 1.07% | $1,145.8万 | 1.5万股 | $570.1万 | 8,766股 | +6,577股+75.03% | 加仓 |
| SSPDR道富系列信托SDY |
| 1.84% | 2.11% | $1,137.2万 | 7.5万股 | $1,127.9万 | 7.7万股 | -2,558股-3.31% | 减仓 |
 特斯拉TSLA |
| 1.82% | 1.85% | $1,121.5万 | 2.7万股 | $990.3万 | 2.7万股 | +27股+0.10% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.73% | 1.88% | $1,065.9万 | 17.9万股 | $1,003.7万 | 18.6万股 | -7,118股-3.83% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.65% | 1.3% | $1,016.5万 | 13.4万股 | $692.4万 | 9.2万股 | +4.3万股+46.76% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.64% | 1.33% | $1,014.8万 | 21.0万股 | $708.7万 | 14.8万股 | +6.2万股+42.06% | 加仓 |
 AVANTIS INTLNGG |
| 1.53% | 1.76% | $943.4万 | 10.6万股 | $943.0万 | 11.1万股 | -5,384股-4.84% | 减仓 |
| S道富XLI |
| 1.47% | 1.52% | $904.9万 | 4.9万股 | $811.3万 | 5.0万股 | -1,309股-2.61% | 减仓 |
| G高盛ETF信托GSST |
| 1.44% | 1.56% | $888.2万 | 17.6万股 | $831.8万 | 16.5万股 | +1.1万股+6.72% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.38% | 1.53% | $849.2万 | 6.6万股 | $820.6万 | 7.4万股 | -7,500股-10.16% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.26% | 1.44% | $779.6万 | 4.9万股 | $768.0万 | 5.2万股 | -2,526股-4.87% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.12% | $719.2万 | 2.0万股 | $597.7万 | 2.1万股 | -482股-2.31% | 减仓 |
| IiShares安硕IEMG |
| 1.01% | 1.19% | $625.9万 | 7.6万股 | $637.6万 | 9.1万股 | -1.6万股-17.35% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 1.01% | 0.89% | $623.2万 | 9.3万股 | $478.1万 | 7.3万股 | +2.0万股+27.34% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.01% | 1.07% | $623.1万 | 4.0万股 | $571.5万 | 3.9万股 | +1,187股+3.03% | 加仓 |
 亚马逊AMZN |
| 0.99% | 0.98% | $612.2万 | 2.6万股 | $524.9万 | 2.5万股 | +481股+1.91% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.96% | 1.07% | $589.7万 | 2.0万股 | $571.3万 | 2.1万股 | -1,259股-6.00% | 减仓 |
 微软MSFT |
| 0.93% | 1.06% | $575.0万 | 1.5万股 | $567.5万 | 1.5万股 | +83股+0.54% | 加仓 |
 英伟达NVDA |
| 0.93% | 0.93% | $572.3万 | 2.9万股 | $499.0万 | 2.9万股 | -9股-0.03% | 减仓 |
| IiShares安硕信托SGOV |
| 0.87% | 0.8% | $536.8万 | 5.3万股 | $428.0万 | 4.3万股 | +1.1万股+25.39% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.85% | 1.04% | $525.3万 | 8.1万股 | $554.9万 | 12.3万股 | -4.1万股-33.58% | 减仓 |
| NNETSKOPENTSK |
| 0.81% | — | $500.5万 | 45.8万股 | $0 | 0股 | +45.8万股 | 新买入 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.81% | 0.77% | $499.4万 | 10.7万股 | $411.5万 | 8.8万股 | +1.9万股+21.72% | 加仓 |
| J骏利亨德森JAAA |
| 0.75% | 1.23% | $465.6万 | 9.2万股 | $659.5万 | 13.1万股 | -3.9万股-29.58% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.74% | 0.5% | $459.6万 | 15.9万股 | $265.7万 | 10.0万股 | +5.9万股+58.69% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.69% | 0.87% | $425.2万 | 8.5万股 | $465.5万 | 9.3万股 | -8,090股-8.65% | 减仓 |
 谷歌AGOOGL |
| 0.68% | 0.63% | $417.0万 | 1.2万股 | $335.7万 | 1.2万股 | -6股-0.05% | 减仓 |
| VVANGUARD FIXED INCOME SECS FVGHY |
| 0.65% | 0.3% | $398.7万 | 5.3万股 | $159.8万 | 2.1万股 | +3.2万股+148.00% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.64% | 0.63% | $394.2万 | 7.8万股 | $335.6万 | 6.7万股 | +1.1万股+16.80% | 加仓 |
| SSPDR黄金信托GLD |
| 0.57% | 0.12% | $351.1万 | 9,532股 | $62.5万 | 1,452股 | +8,080股+556.47% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.57% | 0.51% | $349.9万 | 4.5万股 | $272.0万 | 3.5万股 | +1.0万股+28.67% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.54% | 0.44% | $335.7万 | 5.8万股 | $237.6万 | 4.1万股 | +1.7万股+42.12% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 0.54% | 0.53% | $334.1万 | 3.5万股 | $284.4万 | 3.0万股 | +5,268股+17.75% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.53% | 0.56% | $327.6万 | 3.2万股 | $299.8万 | 3.2万股 | +331股+1.04% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.54% | $322.6万 | 9,855股 | $288.3万 | 9,802股 | +53股+0.54% | 加仓 |
| IiShares安硕信托AGG |
| 0.51% | 0.49% | $312.8万 | 6.2万股 | $261.9万 | 5.2万股 | +9,479股+18.11% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.48% | 0.47% | $294.7万 | 6.4万股 | $249.9万 | 5.4万股 | +9,746股+17.97% | 加仓 |
