| V先锋领航指数基金VOO |
| 21.46% | 21.01% | $2.46亿 | 35.8万股 | $2.12亿 | 35.5万股 | +2,957股+0.83% | 加仓 |
| G通用动力VTI |
| 13.95% | 13.67% | $1.60亿 | 43.2万股 | $1.38亿 | 43.0万股 | +1,604股+0.37% | 加仓 |
| V先锋领航指数基金VXF |
| 13.86% | 12.93% | $1.59亿 | 64.5万股 | $1.31亿 | 63.4万股 | +1.1万股+1.71% | 加仓 |
| V先锋领航STAR基金VXUS |
| 10.09% | 10.14% | $1.16亿 | 135.2万股 | $1.02亿 | 132.7万股 | +2.5万股+1.85% | 加仓 |
| V先锋领航指数基金VTV |
| 6.61% | 6.86% | $7,575.2万 | 34.8万股 | $6,920.3万 | 35.3万股 | -5,116股-1.45% | 减仓 |
| V先锋领航指数基金VUG |
| 5.84% | 5.75% | $6,695.2万 | 77.7万股 | $5,809.3万 | 13.3万股 | +64.4万股+484.39% | 加仓 |
| S嘉信·USSCHX |
| 3.25% | 3.19% | $3,721.1万 | 126.4万股 | $3,222.4万 | 125.7万股 | +7,620股+0.61% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.01% | 3.44% | $3,448.9万 | 68.2万股 | $3,469.1万 | 69.5万股 | -1.3万股-1.94% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 2.77% | 3% | $3,169.9万 | 31.3万股 | $3,029.8万 | 30.0万股 | +1.3万股+4.45% | 加仓 |
| IiShares安硕信托ITOT |
| 1.95% | 1.93% | $2,234.5万 | 13.6万股 | $1,953.1万 | 13.7万股 | -1,100股-0.80% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.88% | 2.43% | $2,159.3万 | 36.6万股 | $2,454.5万 | 41.2万股 | -4.6万股-11.18% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.73% | 1.95% | $1,986.2万 | 36.0万股 | $1,969.1万 | 35.6万股 | +4,233股+1.19% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.52% | 1.54% | $1,736.8万 | 29.1万股 | $1,558.7万 | 28.8万股 | +2,600股+0.90% | 加仓 |
| S嘉信策略信托SCHF |
| 1.06% | 1.24% | $1,212.6万 | 43.8万股 | $1,247.0万 | 50.4万股 | -6.6万股-13.11% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.88% | 0.93% | $1,006.9万 | 6.4万股 | $937.8万 | 6.3万股 | +391股+0.62% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.86% | 0.88% | $986.1万 | 4.2万股 | $892.5万 | 4.2万股 | +176股+0.42% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.65% | 0.65% | $750.4万 | 22.2万股 | $654.8万 | 22.5万股 | -3,024股-1.35% | 减仓 |
| IiShares安硕信托IXUS |
| 0.64% | 0.65% | $737.2万 | 7.7万股 | $661.0万 | 7.6万股 | +947股+1.24% | 加仓 |
| S嘉信策略信托SCHM |
| 0.6% | 0.57% | $686.9万 | 18.6万股 | $573.2万 | 18.5万股 | +1,175股+0.63% | 加仓 |
| V先锋领航·MIDVO |
| 0.5% | 0.53% | $567.9万 | 7.0万股 | $534.8万 | 1.9万股 | +5.2万股+278.45% | 加仓 |
| V先锋领航指数基金VB |
| 0.48% | 0.5% | $552.8万 | 1.8万股 | $504.4万 | 1.9万股 | -1,017股-5.28% | 减仓 |
| S嘉信策略信托SCHE |
| 0.42% | 0.43% | $478.8万 | 13.2万股 | $434.6万 | 13.2万股 | +165股+0.13% | 加仓 |
| S嘉信·USSCHA |
| 0.39% | 0.36% | $450.6万 | 12.5万股 | $360.1万 | 12.4万股 | +875股+0.71% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.31% | $346.2万 | 1.1万股 | $309.2万 | 1.1万股 | +66股+0.63% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.29% | 0.27% | $327.1万 | 11.3万股 | $270.1万 | 10.8万股 | +5,370股+4.99% | 加仓 |
 思科CSCO |
| 0.25% | 0.18% | $282.4万 | 2.4万股 | $183.4万 | 2.4万股 | +414股+1.75% | 加仓 |
 宝洁PG |
| 0.22% | 0.25% | $256.6万 | 1.7万股 | $255.8万 | 1.8万股 | -211股-1.19% | 减仓 |
| BBANK OF AMERBAC |
| 0.21% | 0.21% | $245.1万 | 4.3万股 | $207.2万 | 4.2万股 | +520股+1.22% | 加仓 |
 埃克森美孚XOM |
| 0.2% | 0.29% | $232.6万 | 1.7万股 | $294.3万 | 1.7万股 | -336股-1.94% | 减仓 |
 卡特彼勒CAT |
| 0.2% | 0.15% | $227.0万 | 2,131股 | $149.1万 | 2,105股 | +26股+1.24% | 加仓 |
 迪尔DE |
| 0.16% | 0.16% | $188.3万 | 2,968股 | $165.8万 | 2,943股 | +25股+0.85% | 加仓 |
 雪佛龙CVX |
| 0.16% | 0.23% | $184.9万 | 1.1万股 | $227.3万 | 1.1万股 | +169股+1.54% | 加仓 |
 CINTAS COMCTAS |
| 0.15% | 0.17% | $171.8万 | 1.0万股 | $169.9万 | 1.0万股 | +58股+0.58% | 加仓 |
 南方电力SO |
| 0.15% | 0.17% | $169.8万 | 1.8万股 | $171.1万 | 1.8万股 | +19股+0.11% | 加仓 |
 强生JNJ |
| 0.15% | 0.16% | $167.8万 | 6,605股 | $157.0万 | 6,425股 | +180股+2.80% | 加仓 |
 礼来LLY |
| 0.14% | 0.12% | $164.1万 | 1,368股 | $123.5万 | 1,343股 | +25股+1.86% | 加仓 |
| Q高通QCOM |
| 0.14% | 0.11% | $160.9万 | 8,705股 | $109.5万 | 8,504股 | +201股+2.36% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.14% | 0.12% | $158.2万 | 6,788股 | $123.3万 | 6,760股 | +28股+0.41% | 加仓 |
| C花旗集团C |
| 0.12% | 0.11% | $135.3万 | 9,664股 | $107.6万 | 9,484股 | +180股+1.90% | 加仓 |
 可口可乐KO |
| 0.11% | 0.13% | $127.6万 | 1.6万股 | $133.7万 | 1.8万股 | -1,885股-10.72% | 减仓 |
 好市多COST |
| 0.11% | 0.13% | $126.9万 | 1,356股 | $134.2万 | 1,346股 | +10股+0.74% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.11% | 0.11% | $126.9万 | 1.5万股 | $109.5万 | 1.5万股 | +173股+1.15% | 加仓 |
 苹果AAPL |
| 0.11% | 0.09% | $126.0万 | 4,356股 | $94.9万 | 3,741股 | +615股+16.44% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.1% | 0.13% | $119.0万 | 9,418股 | $129.2万 | 9,273股 | +145股+1.56% | 加仓 |
 特斯拉TSLA |
| 0.1% | 0.1% | $118.9万 | 2,828股 | $100.0万 | 2,690股 | +138股+5.13% | 加仓 |
 谷歌AGOOGL |
| 0.08% | 0.05% | $91.9万 | 2,573股 | $55.4万 | 1,926股 | +647股+33.59% | 加仓 |
 沃尔玛WMT |
| 0.08% | 0.09% | $88.4万 | 7,803股 | $92.3万 | 7,425股 | +378股+5.09% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.07% | — | $82.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.07% | 0.12% | $75.4万 | 1,007股 | $121.6万 | 1,861股 | -854股-45.89% | 减仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.06% | 0.07% | $72.3万 | 2.8万股 | $69.2万 | 2.7万股 | +830股+3.05% | 加仓 |
