| V先锋领航指数基金VOO |
| 21.7% | 21.18% | $5,732.2万 | 8.3万股 | $5,010.2万 | 8.4万股 | -385股-0.46% | 减仓 |
| S嘉信策略信托SCHF |
| 8.61% | 8.53% | $2,274.8万 | 82.1万股 | $2,018.1万 | 81.5万股 | +5,826股+0.71% | 加仓 |
| SSPDR道富系列信托SPYG |
| 8.31% | 9.38% | $2,196.6万 | 18.5万股 | $2,217.3万 | 22.6万股 | -4.2万股-18.49% | 减仓 |
| S嘉信策略信托SCHE |
| 6.39% | 3.22% | $1,688.2万 | 46.6万股 | $762.4万 | 23.1万股 | +23.4万股+101.21% | 加仓 |
| V先锋领航债券指数基金BIV |
| 6.27% | 4.5% | $1,657.4万 | 21.6万股 | $1,063.7万 | 13.8万股 | +7.8万股+56.79% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 5.88% | — | $1,554.5万 | 20.7万股 | $0 | 0股 | +20.7万股 | 新买入 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 5.73% | 5.67% | $1,514.9万 | 32.4万股 | $1,342.1万 | 28.9万股 | +3.5万股+12.27% | 加仓 |
| IiShares安硕·COREIJR |
| 5.68% | 2.13% | $1,500.8万 | 10.1万股 | $504.8万 | 4.1万股 | +6.1万股+149.17% | 加仓 |
| IiShares安硕信托IVV |
| 4.44% | 4.35% | $1,171.9万 | 1.6万股 | $1,029.3万 | 1.6万股 | -109股-0.69% | 减仓 |
| V先锋领航指数基金VTV |
| 4.38% | 9.78% | $1,156.3万 | 5.3万股 | $2,313.8万 | 11.8万股 | -6.5万股-55.01% | 减仓 |
| IiShares安硕·COREIJH |
| 3.39% | 3.22% | $895.4万 | 11.6万股 | $761.1万 | 11.3万股 | +3,415股+3.03% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.96% | 1.91% | $519.0万 | 15.3万股 | $452.6万 | 15.5万股 | -2,021股-1.30% | 减仓 |
| IiShares安硕信托IEFA |
| 1.93% | 1.92% | $511.0万 | 5.3万股 | $453.7万 | 5.0万股 | +2,795股+5.58% | 加仓 |
| V先锋领航全球基金MGV |
| 1.76% | 1.75% | $466.1万 | 2.9万股 | $414.2万 | 2.9万股 | -55股-0.19% | 减仓 |
| V先锋领航·MIDVO |
| 1.46% | 1.47% | $386.6万 | 4.8万股 | $346.5万 | 1.2万股 | +3.6万股+297.70% | 加仓 |
| V先锋领航指数基金VB |
| 1.34% | 1.3% | $354.0万 | 1.2万股 | $306.9万 | 1.2万股 | -38股-0.32% | 减仓 |
| IiShares安硕信托IWL |
| 0.96% | 0.96% | $254.8万 | 1.4万股 | $226.0万 | 1.4万股 | -306股-2.17% | 减仓 |
| IiShares安硕IEMG |
| 0.93% | 0.88% | $247.0万 | 3.0万股 | $208.0万 | 3.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.84% | 0.79% | $221.1万 | 2.6万股 | $186.2万 | 4,262股 | +2.1万股+502.32% | 加仓 |
 英伟达NVDA |
| 0.69% | 0.18% | $183.0万 | 9,145股 | $42.7万 | 2,449股 | +6,696股+273.42% | 加仓 |
| S道富SPYX |
| 0.68% | 0.73% | $180.8万 | 3.0万股 | $173.5万 | 3.3万股 | -3,127股-9.56% | 减仓 |
| IiShares安硕信托IUSV |
| 0.55% | 0.62% | $146.2万 | 1.3万股 | $145.6万 | 1.4万股 | -962股-6.76% | 减仓 |
 苹果AAPL |
| 0.53% | 0.51% | $138.7万 | 4,794股 | $120.0万 | 4,726股 | +68股+1.44% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.41% | 0.2% | $109.0万 | 2.2万股 | $46.3万 | 9,259股 | +1.2万股+132.40% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.41% | 0.56% | $107.5万 | 2.1万股 | $131.3万 | 2.6万股 | -5,064股-19.24% | 减仓 |
| IiShares安硕信托AGG |
| 0.38% | 0.6% | $100.8万 | 1.0万股 | $140.9万 | 1.4万股 | -4,007股-28.23% | 减仓 |
| F第一信托·USTFMHI |
| 0.34% | 0.35% | $89.6万 | 1.8万股 | $81.8万 | 1.7万股 | +1,271股+7.39% | 加仓 |
 迪尔DE |
| 0.34% | 0.33% | $88.6万 | 1,396股 | $78.5万 | 1,394股 | +2股+0.14% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.32% | 0.31% | $85.1万 | 4,525股 | $73.1万 | 4,712股 | -187股-3.97% | 减仓 |
 甲骨文ORCL |
| 0.3% | 0.33% | $78.6万 | 5,363股 | $78.8万 | 5,355股 | +8股+0.15% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.27% | 0.28% | $72.5万 | 8,476股 | $65.4万 | 8,476股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.25% | 0.24% | $65.8万 | 2.2万股 | $57.3万 | 2.2万股 | -7股-0.03% | 减仓 |
 谷歌AGOOGL |
| 0.25% | 0.22% | $65.2万 | 1,824股 | $51.3万 | 1,783股 | +41股+2.30% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.23% | $61.8万 | 828股 | $53.8万 | 828股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.22% | 0.22% | $57.4万 | 4,007股 | $52.4万 | 4,000股 | +7股+0.18% | 加仓 |
| S道富SPTI |
| 0.22% | 0.24% | $57.1万 | 2.0万股 | $57.2万 | 2.0万股 | +137股+0.69% | 加仓 |
 亚马逊AMZN |
| 0.21% | 0.2% | $54.5万 | 2,286股 | $46.5万 | 2,233股 | +53股+2.37% | 加仓 |
 宝洁PG |
| 0.2% | 0.22% | $53.9万 | 3,678股 | $52.7万 | 3,652股 | +26股+0.71% | 加仓 |
 摩根大通JPM |
| 0.2% | 0.2% | $52.6万 | 1,608股 | $46.6万 | 1,585股 | +23股+1.45% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.19% | $48.1万 | 961股 | $45.3万 | 945股 | +16股+1.69% | 加仓 |
| SSPDR道富指数基金EFAX |
| 0.16% | 0.17% | $41.6万 | 7,687股 | $40.6万 | 8,163股 | -476股-5.83% | 减仓 |
 埃克森美孚XOM |
| 0.15% | 0.21% | $39.9万 | 2,920股 | $49.1万 | 2,893股 | +27股+0.93% | 加仓 |
| IIBMIBM |
| 0.14% | 0.14% | $37.7万 | 1,339股 | $32.3万 | 1,333股 | +6股+0.45% | 加仓 |
| SSTATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETFEEMX |
| 0.11% | — | $29.7万 | 5,487股 | $0 | 0股 | +5,487股 | 新买入 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.09% | 0.1% | $24.7万 | 6,661股 | $22.5万 | 6,103股 | +558股+9.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.09% | — | $22.9万 | 647股 | $0 | 0股 | +647股 | 新买入 |
 可口可乐KO |
| 0.09% | 0.09% | $22.6万 | 2,786股 | $20.8万 | 2,730股 | +56股+2.05% | 加仓 |
