| V先锋领航指数基金VXF |
| 6.47% | 5.94% | $3,473.9万 | 14.1万股 | $2,852.8万 | 13.9万股 | +2,476股+1.79% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.24% | 6.32% | $3,349.8万 | 14.2万股 | $3,037.5万 | 14.1万股 | +330股+0.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.2% | 5.93% | $3,326.9万 | 4.5万股 | $2,850.1万 | 4.4万股 | +726股+1.66% | 加仓 |
| G通用动力VTI |
| 5.56% | 5.21% | $2,983.4万 | 8.1万股 | $2,503.1万 | 7.8万股 | +2,598股+3.33% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 4.78% | 4.57% | $2,569.1万 | 30.7万股 | $2,193.8万 | 29.2万股 | +1.5万股+5.01% | 加仓 |
| V先锋领航指数基金VTV |
| 4.72% | 4.71% | $2,535.8万 | 11.6万股 | $2,261.3万 | 11.5万股 | +1,106股+0.96% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.54% | 4.5% | $2,436.4万 | 78.3万股 | $2,163.1万 | 77.7万股 | +6,700股+0.86% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.18% | 4.66% | $2,245.2万 | 28.4万股 | $2,240.2万 | 28.3万股 | +1,491股+0.53% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.23% | 3.28% | $1,736.8万 | 18.0万股 | $1,576.3万 | 17.8万股 | +2,405股+1.35% | 加仓 |
| IiShares安硕信托IUSB |
| 3.05% | 3.38% | $1,635.8万 | 35.4万股 | $1,624.9万 | 35.2万股 | +2,666股+0.76% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.45% | 2.36% | $1,315.7万 | 5.4万股 | $1,131.6万 | 5.2万股 | +2,061股+3.96% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.18% | 2.15% | $1,169.5万 | 2.9万股 | $1,032.4万 | 2.9万股 | -395股-1.36% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.17% | 2.13% | $1,165.0万 | 49.2万股 | $1,024.4万 | 47.7万股 | +1.5万股+3.21% | 加仓 |
| S嘉信策略信托SCHC |
| 1.87% | 1.83% | $1,005.8万 | 19.1万股 | $881.0万 | 18.0万股 | +1.1万股+5.88% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.86% | 2.06% | $999.5万 | 19.8万股 | $989.6万 | 19.8万股 | -742股-0.37% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.86% | 1.82% | $997.7万 | 4.7万股 | $875.9万 | 4.6万股 | +1,256股+2.75% | 加仓 |
| S嘉信策略信托SCHF |
| 1.85% | 1.79% | $996.2万 | 36.0万股 | $861.4万 | 34.8万股 | +1.2万股+3.33% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.72% | 1.33% | $924.8万 | 18.3万股 | $638.1万 | 12.6万股 | +5.7万股+45.04% | 加仓 |
| IiShares安硕信托AGG |
| 1.67% | 1.92% | $895.3万 | 9.0万股 | $921.8万 | 9.3万股 | -2,412股-2.60% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.27% | 1.24% | $679.8万 | 23.5万股 | $594.4万 | 23.7万股 | -2,053股-0.87% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.16% | 1.16% | $625.5万 | 8,893股 | $555.0万 | 8,999股 | -106股-1.18% | 减仓 |
| IiShares安硕信托IXUS |
| 1.05% | 0.93% | $565.7万 | 5.9万股 | $446.4万 | 5.2万股 | +7,753股+15.05% | 加仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 1.05% | 0.89% | $564.1万 | 3.3万股 | $427.4万 | 3.4万股 | -450股-1.33% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.96% | 1.23% | $517.4万 | 5.1万股 | $593.0万 | 5.9万股 | -7,563股-12.90% | 减仓 |
 苹果AAPL |
| 0.94% | 0.92% | $502.5万 | 1.7万股 | $443.4万 | 1.7万股 | -106股-0.61% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.9% | 0.88% | $485.5万 | 7.2万股 | $420.5万 | 6.6万股 | +6,042股+9.18% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.9% | 0.82% | $483.3万 | 1.6万股 | $394.7万 | 1.6万股 | +172股+1.08% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.9% | 0.97% | $480.8万 | 3.2万股 | $463.9万 | 3.2万股 | -190股-0.60% | 减仓 |
| IiShares黄金信托IAU |
| 0.75% | 1.09% | $401.1万 | 5.3万股 | $521.3万 | 5.9万股 | -6,011股-10.17% | 减仓 |
 Meta平台META |
| 0.71% | 0.77% | $382.8万 | 6,795股 | $367.9万 | 6,430股 | +365股+5.68% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.69% | 0.72% | $372.6万 | 5.2万股 | $343.6万 | 5.4万股 | -1,333股-2.49% | 减仓 |
| IiShares安硕信托IVV |
| 0.63% | 0.57% | $337.6万 | 4,508股 | $275.7万 | 4,220股 | +288股+6.82% | 加仓 |
 微软MSFT |
| 0.63% | 0.65% | $336.5万 | 9,020股 | $310.6万 | 8,391股 | +629股+7.50% | 加仓 |
| S嘉信·USSCHA |
| 0.6% | 0.55% | $324.8万 | 9.0万股 | $263.8万 | 9.1万股 | -829股-0.91% | 减仓 |
| N新纪元能源NEE |
| 0.55% | 0.65% | $296.6万 | 3.4万股 | $313.7万 | 3.4万股 | +19股+0.06% | 加仓 |
| PPacer基金信托COWZ |
| 0.54% | 0.61% | $291.1万 | 4.7万股 | $292.3万 | 4.7万股 | +75股+0.16% | 加仓 |
| I景顺交易所交易基金信托PWV |
| 0.53% | 0.54% | $283.1万 | 3.7万股 | $260.5万 | 3.7万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.53% | $274.4万 | 5,483股 | $252.2万 | 5,262股 | +221股+4.20% | 加仓 |
| SSPDR黄金信托GLD |
| 0.51% | 0.67% | $273.6万 | 7,427股 | $320.4万 | 7,445股 | -18股-0.24% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.49% | 0.43% | $264.2万 | 5.2万股 | $205.6万 | 4.0万股 | +1.1万股+28.41% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.49% | 0.3% | $263.2万 | 6.6万股 | $144.5万 | 3.1万股 | +3.5万股+112.64% | 加仓 |
| IiShares安硕信托IEFA |
| 0.48% | 0.51% | $259.5万 | 2.7万股 | $244.9万 | 2.7万股 | -192股-0.71% | 减仓 |
 埃克森美孚XOM |
| 0.46% | 0.78% | $245.9万 | 1.8万股 | $373.2万 | 2.2万股 | -4,011股-18.23% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.45% | 0.46% | $239.4万 | 2.1万股 | $219.2万 | 2.1万股 | +1股+0.00% | 加仓 |
 谷歌AGOOGL |
| 0.43% | 0.38% | $228.5万 | 6,394股 | $180.5万 | 6,278股 | +116股+1.85% | 加仓 |
| IiShares安硕·COREIJR |
| 0.41% | 0.3% | $219.7万 | 1.5万股 | $144.0万 | 1.2万股 | +3,226股+27.84% | 加仓 |
| G高盛ETF信托GSEW |
| 0.37% | 0.28% | $200.2万 | 2.1万股 | $134.4万 | 1.6万股 | +5,325股+33.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.33% | 0.28% | $174.6万 | 4,942股 | $135.4万 | 4,721股 | +221股+4.68% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.31% | 0.31% | $168.3万 | 2.0万股 | $150.2万 | 1.8万股 | +2,220股+12.23% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.31% | 0.31% | $164.3万 | 3.5万股 | $148.8万 | 3.5万股 | 00.00% | 持仓不变 |
