| G通用动力VTI |
| 10.82% | 11.07% | $2,092.6万 | 5.7万股 | $1,869.7万 | 5.8万股 | -1,729股-2.97% | 减仓 |
| V先锋领航指数基金VB |
| 8.7% | 8.64% | $1,683.7万 | 5.6万股 | $1,459.9万 | 5.6万股 | -194股-0.35% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 8.51% | 9.13% | $1,645.8万 | 33.1万股 | $1,542.3万 | 31.0万股 | +2.1万股+6.72% | 加仓 |
| V先锋领航指数基金VOO |
| 8.22% | 7.57% | $1,590.4万 | 2.3万股 | $1,279.2万 | 2.1万股 | +1,749股+8.17% | 加仓 |
| V先锋领航·MIDVO |
| 5.75% | 5.74% | $1,112.5万 | 13.8万股 | $969.8万 | 3.4万股 | +10.4万股+308.88% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 4.82% | 4.59% | $933.2万 | 10.6万股 | $775.7万 | 2.1万股 | +8.5万股+402.80% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.61% | 4.4% | $892.8万 | 10.4万股 | $743.1万 | 9.6万股 | +8,069股+8.37% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.86% | 4.07% | $746.7万 | 3.2万股 | $686.7万 | 3.2万股 | -374股-1.17% | 减仓 |
 苹果AAPL |
| 3.1% | 3.12% | $600.4万 | 2.1万股 | $526.3万 | 2.1万股 | +11股+0.05% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.56% | 2.75% | $495.8万 | 10.3万股 | $464.4万 | 9.6万股 | +6,932股+7.23% | 加仓 |
| IiShares安硕信托DSI |
| 2.54% | 2.39% | $490.9万 | 3.4万股 | $404.3万 | 3.3万股 | +1,114股+3.34% | 加仓 |
| IiShares安硕信托IWV |
| 2.24% | 2.23% | $433.5万 | 1.0万股 | $376.4万 | 1.0万股 | +11股+0.11% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 2.23% | 2.26% | $431.6万 | 1.6万股 | $381.3万 | 1.6万股 | -359股-2.23% | 减仓 |
| V先锋领航全球基金ESGV |
| 2.14% | 2.28% | $413.8万 | 3.1万股 | $385.7万 | 3.4万股 | -3,062股-8.91% | 减仓 |
| IiShares安硕信托SGOV |
| 2.12% | 2.34% | $409.7万 | 4.1万股 | $394.8万 | 3.9万股 | +1,475股+3.76% | 加仓 |
| V先锋领航指数基金VV |
| 1.6% | 1.59% | $309.6万 | 9,003股 | $269.1万 | 9,003股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 1.6% | 1.5% | $308.7万 | 4,191股 | $253.1万 | 4,385股 | -194股-4.42% | 减仓 |
| V先锋领航指数基金VTV |
| 1.24% | 1.2% | $239.7万 | 1.1万股 | $203.1万 | 1.0万股 | +644股+6.22% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.96% | 1.02% | $185.4万 | 1.2万股 | $171.5万 | 1.2万股 | +152股+1.31% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.85% | 0.89% | $163.6万 | 1.8万股 | $149.9万 | 1.9万股 | -952股-5.02% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.84% | 0.66% | $162.4万 | 2.0万股 | $111.8万 | 1.6万股 | +4,147股+26.62% | 加仓 |
| IiShares安硕信托IVV |
| 0.83% | 0.8% | $161.0万 | 2,150股 | $135.0万 | 2,066股 | +84股+4.07% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.8% | 0.83% | $155.2万 | 2.6万股 | $140.0万 | 2.6万股 | +96股+0.37% | 加仓 |
| V先锋领航全球基金VGT |
| 0.78% | 0.65% | $150.7万 | 1.3万股 | $109.8万 | 1,574股 | +1.1万股+700.95% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.77% | 0.79% | $148.7万 | 2.1万股 | $134.2万 | 2.1万股 | -72股-0.34% | 减仓 |
| IiShares安硕信托ITOT |
| 0.72% | 0.59% | $138.8万 | 8,481股 | $99.3万 | 7,021股 | +1,460股+20.79% | 加仓 |
| V先锋领航指数基金VXF |
| 0.71% | 0.68% | $137.2万 | 5,571股 | $115.3万 | 5,603股 | -32股-0.57% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.68% | 0.66% | $131.1万 | 4,362股 | $111.5万 | 4,495股 | -133股-2.96% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.63% | 0.65% | $121.6万 | 2,970股 | $109.0万 | 3,057股 | -87股-2.85% | 减仓 |
 微软MSFT |
| 0.63% | 0.71% | $121.4万 | 3,254股 | $120.4万 | 3,253股 | +1股+0.03% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.61% | 0.64% | $117.2万 | 4,825股 | $108.4万 | 4,989股 | -164股-3.29% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.58% | 0.57% | $112.2万 | 2.9万股 | $96.8万 | 2.8万股 | +1,298股+4.70% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.55% | 0.54% | $107.0万 | 6,935股 | $91.5万 | 6,927股 | +8股+0.12% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.53% | 0.58% | $102.0万 | 1.2万股 | $97.6万 | 1.3万股 | -819股-6.30% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.55% | $97.4万 | 1,947股 | $93.3万 | 1,947股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.49% | 0.48% | $94.0万 | 5,720股 | $80.4万 | 5,642股 | +78股+1.38% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.48% | 0.5% | $93.2万 | 4,718股 | $84.6万 | 4,590股 | +128股+2.79% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.46% | 0.49% | $89.7万 | 1.8万股 | $83.5万 | 1.8万股 | -481股-2.63% | 减仓 |
| V先锋领航指数基金VBK |
| 0.45% | 0.49% | $86.5万 | 2,366股 | $83.2万 | 2,753股 | -387股-14.06% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.44% | 0.41% | $84.6万 | 7,111股 | $69.6万 | 7,104股 | +7股+0.10% | 加仓 |
 谷歌AGOOGL |
| 0.44% | 0.42% | $84.4万 | 2,361股 | $71.6万 | 2,491股 | -130股-5.22% | 减仓 |
 亚马逊AMZN |
| 0.38% | 0.39% | $74.3万 | 3,117股 | $66.5万 | 3,191股 | -74股-2.32% | 减仓 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.37% | 0.36% | $72.5万 | 8,196股 | $61.1万 | 7,816股 | +380股+4.86% | 加仓 |
 宝洁PG |
| 0.36% | 0.41% | $70.1万 | 4,783股 | $69.7万 | 4,825股 | -42股-0.87% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.33% | 0.38% | $63.0万 | 8,089股 | $63.6万 | 8,107股 | -18股-0.22% | 减仓 |
 礼来LLY |
| 0.32% | 0.28% | $62.4万 | 520股 | $47.8万 | 520股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.32% | 0.35% | $61.8万 | 1.1万股 | $58.6万 | 1.2万股 | -1,418股-11.69% | 减仓 |
| V先锋领航全球基金VPU |
| 0.29% | 0.34% | $56.7万 | 2,896股 | $58.0万 | 2,927股 | -31股-1.06% | 减仓 |
 沃尔玛WMT |
| 0.28% | 0.35% | $54.1万 | 4,780股 | $59.2万 | 4,763股 | +17股+0.36% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.27% | 0.28% | $53.0万 | 1.1万股 | $47.6万 | 1.1万股 | +28股+0.26% | 加仓 |
