| V先锋领航·FSTEVWO |
| 36.83% | 40.58% | $23.06亿 | 3,863.8万股 | $21.51亿 | 3,978.8万股 | -115.1万股-2.89% | 减仓 |
| IiShares安硕IEMG |
| 22.43% | 21.37% | $14.04亿 | 1,695.1万股 | $11.32亿 | 1,623.4万股 | +71.7万股+4.42% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.66% | 8.28% | $4.79亿 | 672.7万股 | $4.39亿 | 684.8万股 | -12.1万股-1.77% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 6.63% | 3.78% | $4.15亿 | 548.3万股 | $2.00亿 | 264.7万股 | +283.6万股+107.11% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.62% | 0.09% | $2.89亿 | 490.2万股 | $491.5万 | 8.3万股 | +482.0万股+5,839.80% | 加仓 |
| IiShares安硕ESGE |
| 3.95% | 4.45% | $2.47亿 | 451.9万股 | $2.36亿 | 518.2万股 | -66.3万股-12.79% | 减仓 |
| V先锋领航指数基金VOO |
| 3.62% | 3.78% | $2.27亿 | 33.0万股 | $2.00亿 | 33.5万股 | -4,856股-1.45% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.47% | 2.97% | $1.54亿 | 198.2万股 | $1.57亿 | 200.7万股 | -2.6万股-1.28% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.25% | 1.31% | $1.41亿 | 242.5万股 | $6,964.3万 | 119.0万股 | +123.6万股+103.85% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.77% | 1.81% | $1.11亿 | 72.0万股 | $9,601.0万 | 65.9万股 | +6.1万股+9.33% | 加仓 |
| IiShares安硕信托IEI |
| 1.24% | 5.07% | $7,764.3万 | 66.1万股 | $2.69亿 | 226.4万股 | -160.3万股-70.80% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.05% | 1.25% | $6,605.2万 | 86.1万股 | $6,646.5万 | 86.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 1.03% | 1.31% | $6,458.5万 | 21.3万股 | $6,920.5万 | 26.4万股 | -5.1万股-19.36% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.94% | 1.03% | $5,889.8万 | 24.2万股 | $5,434.9万 | 25.0万股 | -7,778股-3.11% | 减仓 |
| IiShares安硕·COREIJR |
| 0.85% | — | $5,308.1万 | 35.8万股 | $0 | 0股 | +35.8万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.81% | 0.9% | $5,102.3万 | 49.1万股 | $4,770.8万 | 49.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.71% | 0.84% | $4,456.7万 | 41.9万股 | $4,458.0万 | 41.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.45% | 0.44% | $2,819.5万 | 41.2万股 | $2,340.6万 | 41.2万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.4% | 0.46% | $2,495.6万 | 78.7万股 | $2,414.5万 | 78.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.13% | 0.13% | $824.4万 | 7.7万股 | $699.8万 | 6.6万股 | +1.1万股+16.20% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.05% | 0.06% | $332.4万 | 3.2万股 | $309.2万 | 3.2万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.04% | 0.06% | $269.5万 | 8.1万股 | $311.1万 | 8.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.03% | 0.03% | $204.2万 | 1.2万股 | $176.4万 | 1.2万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.02% | — | $138.4万 | 1,813股 | $0 | 0股 | +1,813股 | 新买入 |
