| G通用动力VTI |
| 31.49% | 30.05% | $5.43亿 | 146.8万股 | $4.70亿 | 146.7万股 | +1,179股+0.08% | 加仓 |
| V先锋领航·TOTALBND |
| 8.28% | 8.89% | $1.43亿 | 194.6万股 | $1.39亿 | 189.0万股 | +5.6万股+2.96% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.76% | 5.65% | $9,935.3万 | 139.4万股 | $8,843.8万 | 138.0万股 | +1.4万股+1.04% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.09% | 4.43% | $7,047.9万 | 85.3万股 | $6,931.7万 | 83.8万股 | +1.5万股+1.80% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.83% | 3.8% | $6,609.2万 | 78.9万股 | $5,946.4万 | 79.2万股 | -2,644股-0.33% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.24% | 3.19% | $5,581.6万 | 93.5万股 | $4,997.8万 | 92.5万股 | +1.0万股+1.13% | 加仓 |
| S道富SPSM |
| 2.79% | 2.5% | $4,809.6万 | 83.4万股 | $3,913.2万 | 81.0万股 | +2.4万股+2.98% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.39% | 2.57% | $4,121.5万 | 52.2万股 | $4,023.4万 | 50.8万股 | +1.4万股+2.75% | 加仓 |
| V先锋领航指数基金VB |
| 1.73% | 1.66% | $2,990.6万 | 9.9万股 | $2,602.8万 | 9.9万股 | -713股-0.72% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.69% | 1.64% | $2,908.3万 | 100.4万股 | $2,565.5万 | 102.2万股 | -1.8万股-1.75% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.44% | 1.41% | $2,476.5万 | 25.7万股 | $2,206.2万 | 24.9万股 | +8,084股+3.25% | 加仓 |
| IiShares安硕信托AGG |
| 1.15% | 1.27% | $1,986.5万 | 20.1万股 | $1,982.7万 | 20.0万股 | +967股+0.48% | 加仓 |
| IiShares安硕信托IVV |
| 1.09% | 1.05% | $1,887.6万 | 2.5万股 | $1,647.8万 | 2.5万股 | -20股-0.08% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.06% | 1.06% | $1,825.3万 | 31.4万股 | $1,655.0万 | 28.3万股 | +3.1万股+10.93% | 加仓 |
| V先锋领航全球基金VPU |
| 1.03% | 1.15% | $1,770.7万 | 9.0万股 | $1,804.2万 | 9.1万股 | -591股-0.65% | 减仓 |
| V先锋领航·MIDVO |
| 0.97% | 0.97% | $1,670.3万 | 20.7万股 | $1,519.6万 | 5.3万股 | +15.4万股+291.80% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.93% | 0.98% | $1,608.2万 | 10.2万股 | $1,534.9万 | 10.4万股 | -1,874股-1.81% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 0.88% | $1,579.5万 | 2.1万股 | $1,382.0万 | 2.1万股 | -100股-0.47% | 减仓 |
| V先锋领航全球基金VDC |
| 0.88% | 0.99% | $1,525.5万 | 6.8万股 | $1,550.0万 | 6.9万股 | -1,364股-1.98% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.83% | 0.89% | $1,439.6万 | 29.7万股 | $1,393.7万 | 29.0万股 | +7,196股+2.48% | 加仓 |
| S嘉信策略信托SCHF |
| 0.78% | 0.78% | $1,353.4万 | 48.9万股 | $1,214.7万 | 49.1万股 | -2,233股-0.45% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.78% | 0.8% | $1,352.8万 | 5.7万股 | $1,245.7万 | 5.8万股 | -749股-1.29% | 减仓 |
| IiShares安硕IEMG |
| 0.77% | 0.73% | $1,326.1万 | 16.0万股 | $1,140.4万 | 16.4万股 | -3,418股-2.09% | 减仓 |
 苹果AAPL |
| 0.71% | 0.58% | $1,222.2万 | 4.2万股 | $907.6万 | 3.6万股 | +6,476股+18.11% | 加仓 |
| V先锋领航指数基金VV |
| 0.7% | 0.7% | $1,214.8万 | 3.5万股 | $1,099.9万 | 3.7万股 | -1,482股-4.03% | 减仓 |
| S嘉信·USSCHA |
| 0.6% | 0.56% | $1,034.7万 | 28.6万股 | $869.4万 | 29.9万股 | -1.3万股-4.21% | 减仓 |
| S嘉信策略信托SCHM |
| 0.6% | 0.56% | $1,034.3万 | 28.1万股 | $869.1万 | 28.1万股 | -186股-0.07% | 减仓 |
| IiShares安硕信托IEFA |
| 0.57% | 0.59% | $982.4万 | 10.2万股 | $920.6万 | 10.2万股 | +34股+0.03% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.57% | 0.63% | $981.1万 | 18.7万股 | $980.8万 | 18.7万股 | +584股+0.31% | 加仓 |
| IiShares安硕信托GVI |
| 0.54% | 0.59% | $935.2万 | 8.7万股 | $927.1万 | 8.7万股 | -443股-0.51% | 减仓 |
| IiShares安硕信托ITOT |
| 0.52% | 0.54% | $889.3万 | 5.4万股 | $840.2万 | 5.9万股 | -4,852股-8.23% | 减仓 |
| S嘉信·USSCHX |
| 0.51% | 0.5% | $885.7万 | 30.1万股 | $782.5万 | 30.5万股 | -4,248股-1.39% | 减仓 |
| IiShares安硕信托IDEV |
| 0.44% | 0.47% | $758.7万 | 8.5万股 | $738.0万 | 8.8万股 | -3,077股-3.48% | 减仓 |
| S嘉信策略信托SCHD |
| 0.43% | 0.48% | $742.1万 | 23.4万股 | $743.7万 | 24.2万股 | -8,396股-3.46% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.41% | 0.37% | $700.6万 | 5.1万股 | $583.9万 | 5.1万股 | +93股+0.18% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.4% | 0.45% | $693.3万 | 8.4万股 | $708.5万 | 8.6万股 | -1,364股-1.59% | 减仓 |
| IiShares安硕信托IVW |
| 0.4% | 0.36% | $683.9万 | 5.0万股 | $565.4万 | 5.0万股 | -258股-0.52% | 减仓 |
| I景顺QQQ信托VOO |
| 0.39% | 0.36% | $677.2万 | 9,197股 | $560.2万 | 9,707股 | -510股-5.25% | 减仓 |
| IiShares安硕信托IGIB |
| 0.36% | 0.39% | $620.7万 | 11.7万股 | $609.6万 | 11.5万股 | +2,206股+1.93% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.35% | 0.46% | $605.0万 | 7.8万股 | $714.4万 | 9.1万股 | -1.3万股-14.78% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.35% | 0.36% | $596.6万 | 11.8万股 | $561.8万 | 11.3万股 | +5,346股+4.75% | 加仓 |
| S嘉信策略信托SCHE |
| 0.33% | 0.33% | $576.8万 | 15.9万股 | $523.0万 | 15.9万股 | +333股+0.21% | 加仓 |
| V先锋领航全球基金VGT |
| 0.33% | 0.26% | $562.1万 | 4.7万股 | $410.1万 | 5,878股 | +4.1万股+700.05% | 加仓 |
 英伟达NVDA |
| 0.32% | 0.36% | $548.6万 | 2.7万股 | $562.7万 | 3.2万股 | -4,850股-15.03% | 减仓 |
| V先锋领航指数基金VOO |
| 0.28% | 0.27% | $486.0万 | 7,076股 | $428.5万 | 7,171股 | -95股-1.32% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.26% | 0.28% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.25% | 0.25% | $425.7万 | 8.4万股 | $385.1万 | 8.4万股 | +127股+0.15% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.22% | 0.24% | $378.6万 | 7.9万股 | $375.5万 | 8.0万股 | -1,651股-2.06% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.21% | 0.19% | $358.7万 | 2.7万股 | $303.6万 | 2.7万股 | +81股+0.30% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.21% | 0.2% | $354.1万 | 4.1万股 | $314.4万 | 4.1万股 | +646股+1.58% | 加仓 |
