| V先锋领航指数基金VOO |
| 13.23% | 12.34% | $8,715.2万 | 12.7万股 | $7,266.9万 | 12.2万股 | +5,283股+4.34% | 加仓 |
| V先锋领航·FTSEVEA |
| 11.11% | 11.63% | $7,313.4万 | 102.6万股 | $6,850.7万 | 106.9万股 | -4.3万股-3.99% | 减仓 |
| SSPDR标普500 ETFSPY |
| 11.05% | 10.7% | $7,273.3万 | 9.7万股 | $6,303.6万 | 9.7万股 | +469股+0.48% | 加仓 |
| V先锋领航·TOTALBND |
| 9.06% | 8.99% | $5,963.9万 | 81.2万股 | $5,297.2万 | 71.9万股 | +9.3万股+12.94% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 8.53% | 9.27% | $5,617.4万 | 111.1万股 | $5,462.2万 | 109.5万股 | +1.6万股+1.44% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 6.03% | 4.96% | $3,968.6万 | 98.7万股 | $2,919.4万 | 86.2万股 | +12.5万股+14.47% | 加仓 |
| IiShares安硕·COREIJH |
| 4.5% | 4.28% | $2,963.0万 | 38.4万股 | $2,519.9万 | 37.3万股 | +1.1万股+2.98% | 加仓 |
| IiShares安硕信托IEFA |
| 4.25% | 4.39% | $2,801.4万 | 29.0万股 | $2,588.9万 | 28.6万股 | +4,095股+1.43% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.44% | 3.62% | $2,262.2万 | 27.4万股 | $2,134.9万 | 25.8万股 | +1.6万股+6.09% | 加仓 |
| IiShares安硕信托TIP |
| 3.18% | 3.4% | $2,093.3万 | 19.1万股 | $2,005.7万 | 18.2万股 | +9,545股+5.25% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.83% | 3.47% | $1,863.9万 | 47.1万股 | $2,041.9万 | 57.2万股 | -10.0万股-17.56% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.81% | 2.58% | $1,847.2万 | 22.4万股 | $1,517.8万 | 21.3万股 | +1.1万股+5.14% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.56% | 2.57% | $1,683.8万 | 17.5万股 | $1,511.3万 | 17.0万股 | +4,234股+2.49% | 加仓 |
| V先锋领航指数基金VXF |
| 2.38% | 2.24% | $1,567.1万 | 6.4万股 | $1,318.4万 | 6.4万股 | -412股-0.64% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.58% | 1.64% | $1,042.4万 | 21.6万股 | $967.9万 | 20.2万股 | +1.4万股+6.80% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.24% | 1.36% | $816.9万 | 3.5万股 | $800.1万 | 3.7万股 | -2,678股-7.20% | 减仓 |
| I景顺QQQ信托VOO |
| 1.02% | 0.86% | $673.8万 | 9,150股 | $506.4万 | 8,773股 | +377股+4.30% | 加仓 |
| G通用动力VTI |
| 0.93% | 0.85% | $610.9万 | 1.7万股 | $500.3万 | 1.6万股 | +916股+5.87% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.74% | — | $487.2万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 苹果AAPL |
| 0.73% | 0.68% | $482.1万 | 1.7万股 | $400.0万 | 1.6万股 | +900股+5.71% | 加仓 |
| S道富XLI |
| 0.67% | 0.64% | $442.6万 | 2.4万股 | $376.0万 | 2.3万股 | +649股+2.79% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.63% | 0.65% | $413.1万 | 8.1万股 | $385.1万 | 7.7万股 | +4,201股+5.45% | 加仓 |
| V先锋领航指数基金VB |
| 0.59% | 0.58% | $387.9万 | 1.3万股 | $343.5万 | 1.3万股 | -317股-2.42% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.56% | 0.74% | $370.6万 | 7.0万股 | $438.5万 | 7.2万股 | -1,805股-2.52% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.45% | 1.23% | $298.9万 | 3.3万股 | $723.6万 | 7.9万股 | -4.6万股-58.70% | 减仓 |
| V先锋领航·MIDVO |
| 0.45% | 0.46% | $295.7万 | 3.7万股 | $271.8万 | 9,466股 | +2.7万股+287.70% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.38% | 0.37% | $249.8万 | 3.0万股 | $217.3万 | 3.0万股 | +37股+0.12% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.37% | 0.38% | $246.6万 | 4.1万股 | $226.3万 | 4.2万股 | -552股-1.32% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.37% | 0.36% | $243.1万 | 1.8万股 | $209.5万 | 1.9万股 | -274股-1.47% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.34% | 0.36% | $224.2万 | 2.6万股 | $209.5万 | 2.7万股 | -947股-3.49% | 减仓 |
| V先锋领航指数基金VUG |
| 0.31% | 0.29% | $203.6万 | 2.4万股 | $171.9万 | 3,935股 | +2.0万股+500.74% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.29% | 0.29% | $193.0万 | 3.6万股 | $170.1万 | 3.6万股 | -67股-0.19% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.26% | 0.27% | $169.8万 | 2,136股 | $158.5万 | 2,177股 | -41股-1.88% | 减仓 |
| IiShares安硕信托MTUM |
| 0.17% | — | $109.4万 | 3,191股 | $0 | 0股 | +3,191股 | 新买入 |
 微软MSFT |
| 0.15% | 0.17% | $100.0万 | 2,681股 | $102.9万 | 2,781股 | -100股-3.60% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.15% | 0.15% | $99.2万 | 3,627股 | $88.2万 | 3,730股 | -103股-2.76% | 减仓 |
 嘉信理财SCHW |
| 0.13% | 0.14% | $83.0万 | 9,000股 | $84.6万 | 9,000股 | 00.00% | 持仓不变 |
 ALLIANT ENERGY COMLNT |
| 0.12% | 0.13% | $82.1万 | 1.1万股 | $77.3万 | 1.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.11% | 0.12% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.11% | 0.1% | $70.3万 | 4,559股 | $60.7万 | 4,596股 | -37股-0.81% | 减仓 |
| IiShares安硕信托DSI |
| 0.1% | 0.09% | $63.5万 | 4,463股 | $55.0万 | 4,539股 | -76股-1.67% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.1% | 0.11% | $62.6万 | 1.9万股 | $66.4万 | 1.7万股 | +1,507股+8.71% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.09% | 0.1% | $62.4万 | 9,944股 | $61.2万 | 9,745股 | +199股+2.04% | 加仓 |
| V先锋领航指数基金VTV |
| 0.09% | 0.09% | $59.5万 | 2,732股 | $52.6万 | 2,683股 | +49股+1.83% | 加仓 |
 特斯拉TSLA |
| 0.09% | 0.08% | $56.1万 | 1,333股 | $49.6万 | 1,333股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.08% | 0.08% | $56.0万 | 2,303股 | $50.0万 | 2,303股 | 00.00% | 持仓不变 |
| TTyler科技TYL |
| 0.07% | 0.08% | $49.1万 | 1,680股 | $49.6万 | 1,449股 | +231股+15.94% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.07% | 0.07% | $48.3万 | 1.7万股 | $41.9万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.06% | 0.07% | $39.8万 | 2,535股 | $38.6万 | 2,789股 | -254股-9.11% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.06% | 0.06% | $36.8万 | 2,964股 | $32.6万 | 764股 | +2,200股+287.96% | 加仓 |
