| V先锋领航斯科茨代尔基金VONG |
| 19.35% | 18.28% | $8,722.2万 | 68.2万股 | $7,245.6万 | 66.1万股 | +2.2万股+3.31% | 加仓 |
| V先锋领航指数基金VTV |
| 15.18% | 2.03% | $6,843.3万 | 31.4万股 | $803.9万 | 4.1万股 | +27.3万股+666.39% | 加仓 |
| IiShares安硕信托IWS |
| 7.9% | 8.34% | $3,562.1万 | 21.6万股 | $3,303.8万 | 22.7万股 | -1.0万股-4.54% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.13% | 6.5% | $2,762.9万 | 54.6万股 | $2,577.9万 | 50.9万股 | +3.7万股+7.26% | 加仓 |
| IiShares安硕信托IEFA |
| 4.86% | 4.89% | $2,188.9万 | 22.7万股 | $1,937.3万 | 21.4万股 | +1.3万股+5.91% | 加仓 |
| SSPDR道富指数基金SPEM |
| 4.42% | 4.5% | $1,990.7万 | 38.4万股 | $1,783.1万 | 38.0万股 | +4,352股+1.14% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4% | 3.85% | $1,804.4万 | 35.9万股 | $1,527.1万 | 30.6万股 | +5.4万股+17.50% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.74% | 17.68% | $1,233.3万 | 5.4万股 | $7,008.1万 | 33.2万股 | -27.8万股-83.64% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.46% | 2.35% | $1,109.6万 | 3.7万股 | $931.9万 | 3.8万股 | -645股-1.72% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.45% | 2.41% | $1,105.4万 | 10.1万股 | $953.6万 | 10.1万股 | +489股+0.49% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.4% | 1.47% | $628.8万 | 6.5万股 | $582.3万 | 6.6万股 | -435股-0.66% | 减仓 |
| IiShares安硕信托IVW |
| 1.35% | 0.73% | $607.8万 | 4.4万股 | $289.5万 | 2.6万股 | +1.9万股+72.67% | 加仓 |
| IiShares安硕信托AGG |
| 1.32% | 1.49% | $595.5万 | 6.0万股 | $591.8万 | 6.0万股 | +551股+0.92% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.27% | 1.15% | $572.9万 | 11.2万股 | $456.0万 | 8.9万股 | +2.3万股+25.57% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.26% | 1.2% | $568.4万 | 1.7万股 | $477.3万 | 1.6万股 | +606股+3.75% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.21% | 1.21% | $546.1万 | 4.9万股 | $481.1万 | 4.9万股 | +17股+0.03% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.06% | 1.14% | $478.7万 | 2.4万股 | $450.3万 | 2.4万股 | -208股-0.85% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.04% | 1.06% | $470.7万 | 6.6万股 | $421.5万 | 6.6万股 | +279股+0.42% | 加仓 |
 英伟达NVDA |
| 1.01% | 1.01% | $455.3万 | 2.3万股 | $401.1万 | 2.3万股 | -243股-1.06% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.92% | 0.95% | $412.6万 | 2.7万股 | $375.3万 | 2.6万股 | +999股+3.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 1.03% | $400.6万 | 8,005股 | $407.8万 | 8,510股 | -505股-5.93% | 减仓 |
| V先锋领航全球基金VGT |
| 0.87% | 0.72% | $390.5万 | 3.3万股 | $285.5万 | 4,092股 | +2.9万股+698.44% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.85% | 0.82% | $381.1万 | 7.5万股 | $326.7万 | 6.5万股 | +9,867股+15.07% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.83% | 0.9% | $372.5万 | 8.3万股 | $357.9万 | 8.1万股 | +2,544股+3.16% | 加仓 |
| IiShares安硕·COREIJH |
| 0.81% | 0.77% | $364.8万 | 4.7万股 | $303.7万 | 4.5万股 | +2,338股+5.20% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.63% | 0.73% | $283.5万 | 3.1万股 | $290.7万 | 3.2万股 | -795股-2.51% | 减仓 |
| IiShares安硕IEMG |
| 0.61% | 0.54% | $273.4万 | 3.3万股 | $214.2万 | 3.1万股 | +2,294股+7.47% | 加仓 |
| G通用动力VTI |
| 0.61% | 0.59% | $273.3万 | 7,385股 | $233.7万 | 7,284股 | +101股+1.39% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.49% | 0.44% | $222.4万 | 2.1万股 | $175.4万 | 1.9万股 | +2,206股+11.79% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.46% | 0.37% | $209.3万 | 1.1万股 | $145.7万 | 1.1万股 | +24股+0.22% | 加仓 |
| IiShares安硕信托GVI |
| 0.45% | 0.51% | $201.9万 | 1.9万股 | $200.9万 | 1.9万股 | -169股-0.89% | 减仓 |
| IiShares安硕信托IUSB |
| 0.43% | 0.46% | $193.0万 | 4.2万股 | $180.6万 | 3.9万股 | +2,717股+6.95% | 加仓 |
| IiShares安硕信托LQD |
| 0.42% | 0.42% | $191.1万 | 1.8万股 | $166.6万 | 1.5万股 | +2,237股+14.64% | 加仓 |
 亚马逊AMZN |
| 0.41% | 0.42% | $186.1万 | 7,809股 | $164.8万 | 7,913股 | -104股-1.31% | 减仓 |
 博通AVGO |
| 0.4% | 0.37% | $179.4万 | 4,750股 | $147.0万 | 4,750股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.39% | 0.38% | $177.8万 | 2,589股 | $151.9万 | 2,542股 | +47股+1.85% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.38% | 0.35% | $172.6万 | 2.9万股 | $139.3万 | 2.6万股 | +3,136股+12.17% | 加仓 |
| IiShares安硕信托SGOV |
| 0.37% | 0.13% | $166.4万 | 1.7万股 | $53.3万 | 5,296股 | +1.1万股+212.08% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.34% | 0.34% | $152.8万 | 6,961股 | $136.7万 | 7,125股 | -164股-2.30% | 减仓 |
| V先锋领航指数基金VUG |
| 0.3% | 0.29% | $136.3万 | 1.6万股 | $113.0万 | 2,586股 | +1.3万股+511.87% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.28% | 0.23% | $125.4万 | 1.0万股 | $91.3万 | 9,113股 | +1,213股+13.31% | 加仓 |
 谷歌AGOOGL |
| 0.27% | 0.28% | $122.3万 | 3,422股 | $111.7万 | 3,884股 | -462股-11.89% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.26% | 0.24% | $115.8万 | 1.4万股 | $95.3万 | 1.2万股 | +1,180股+9.54% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.24% | 0.32% | $109.4万 | 2.1万股 | $126.1万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VOX |
| 0.24% | 0.27% | $108.7万 | 5,912股 | $106.3万 | 5,912股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.24% | 0.21% | $107.6万 | 2,559股 | $82.5万 | 2,220股 | +339股+15.27% | 加仓 |
 联合健康UNH |
| 0.24% | 0.18% | $107.1万 | 2,576股 | $69.7万 | 2,576股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.23% | 0.24% | $102.9万 | 3,557股 | $93.5万 | 3,686股 | -129股-3.50% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.23% | 0.24% | $101.9万 | 6,421股 | $95.9万 | 6,539股 | -118股-1.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.21% | $101.6万 | 2,877股 | $83.3万 | 2,905股 | -28股-0.96% | 减仓 |
