| V先锋领航·TOTALBND |
| 20.94% | 20.64% | $5,977.6万 | 81.4万股 | $5,345.9万 | 72.6万股 | +8.8万股+12.17% | 加仓 |
| IiShares安硕信托IVV |
| 20.49% | 20.66% | $5,850.3万 | 7.8万股 | $5,349.3万 | 8.2万股 | -3,774股-4.61% | 减仓 |
| V先锋领航指数基金VB |
| 12.85% | 12.5% | $3,667.6万 | 12.1万股 | $3,236.8万 | 12.4万股 | -2,584股-2.09% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 12.49% | 12.65% | $3,565.4万 | 42.6万股 | $3,274.7万 | 43.6万股 | -1.0万股-2.37% | 减仓 |
| V先锋领航指数基金VNQ |
| 5.27% | 5.37% | $1,504.1万 | 15.6万股 | $1,390.9万 | 15.7万股 | -833股-0.53% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 2.56% | 2.55% | $731.1万 | 15.4万股 | $659.8万 | 13.9万股 | +1.5万股+11.13% | 加仓 |
| IiShares安硕信托SUSL |
| 2.33% | 2.16% | $665.5万 | 5.0万股 | $559.7万 | 4.9万股 | +858股+1.74% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.21% | 2.15% | $631.8万 | 8.9万股 | $556.5万 | 8.7万股 | +1,830股+2.11% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.2% | 2.5% | $626.8万 | 8.0万股 | $648.6万 | 8.3万股 | -2,264股-2.74% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.98% | 1.81% | $565.2万 | 10.1万股 | $467.9万 | 10.0万股 | +1,541股+1.55% | 加仓 |
| G通用动力VTI |
| 1.89% | 2.02% | $539.6万 | 1.5万股 | $523.3万 | 1.6万股 | -1,731股-10.61% | 减仓 |
| V先锋领航全球基金VSGX |
| 1.75% | 1.63% | $500.1万 | 6.1万股 | $420.8万 | 5.9万股 | +2,076股+3.54% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.56% | 1.76% | $444.9万 | 9.2万股 | $456.5万 | 9.4万股 | -1,978股-2.10% | 减仓 |
| IiShares安硕信托AGG |
| 1.48% | 1.67% | $422.6万 | 4.3万股 | $433.1万 | 4.4万股 | -941股-2.16% | 减仓 |
| V先锋领航指数基金VOO |
| 1.47% | 1.3% | $418.6万 | 6,095股 | $336.2万 | 5,627股 | +468股+8.32% | 加仓 |
| S道富SPYM |
| 1.35% | 1.35% | $386.5万 | 4.4万股 | $348.8万 | 4.6万股 | -1,589股-3.49% | 减仓 |
| IiShares安硕·COREIJR |
| 1.23% | 1.13% | $351.8万 | 2.4万股 | $293.3万 | 2.4万股 | +126股+0.53% | 加仓 |
| S嘉信·USSCHA |
| 0.96% | 0.87% | $274.4万 | 7.6万股 | $226.3万 | 7.8万股 | -1,848股-2.38% | 减仓 |
| V先锋领航指数基金VV |
| 0.91% | 0.96% | $261.0万 | 7,590股 | $247.4万 | 8,278股 | -688股-8.31% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.9% | 0.94% | $257.7万 | 3.0万股 | $244.2万 | 3.2万股 | -1,524股-4.81% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.6% | 0.58% | $172.4万 | 3.4万股 | $150.2万 | 3.0万股 | +3,974股+13.20% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.59% | 0.55% | $167.6万 | 1.1万股 | $143.5万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.41% | 0.43% | $117.9万 | 1.5万股 | $111.4万 | 3,879股 | +1.1万股+277.24% | 加仓 |
 苹果AAPL |
| 0.28% | 0.27% | $79.4万 | 2,744股 | $70.1万 | 2,763股 | -19股-0.69% | 减仓 |
 微软MSFT |
| 0.21% | 0.23% | $60.1万 | 1,611股 | $60.6万 | 1,638股 | -27股-1.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.27% | $59.1万 | 791股 | $69.8万 | 1,073股 | -282股-26.28% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.2% | 0.2% | $57.9万 | 2.4万股 | $53.0万 | 2.5万股 | -214股-0.87% | 减仓 |
| IiShares安硕·COREIJH |
| 0.14% | 0.13% | $41.2万 | 5,342股 | $33.9万 | 5,015股 | +327股+6.52% | 加仓 |
 安费诺APH |
| 0.12% | 0.09% | $33.6万 | 1,905股 | $23.9万 | 1,895股 | +10股+0.53% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.11% | 0.11% | $31.1万 | 2,349股 | $27.5万 | 2,453股 | -104股-4.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.09% | $24.2万 | 484股 | $22.9万 | 478股 | +6股+1.26% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.08% | — | $22.4万 | 1,198股 | $0 | 0股 | +1,198股 | 新买入 |
| DDBX ETF信托USSG |
| 0.08% | 0.1% | $21.8万 | 3,138股 | $25.6万 | 4,285股 | -1,147股-26.77% | 减仓 |
 卡特彼勒CAT |
| 0.07% | — | $21.4万 | 201股 | $0 | 0股 | +201股 | 新买入 |
