| IiShares安硕信托IVV |
| 8.31% | 8.27% | $6,568.7万 | 8.8万股 | $5,702.2万 | 8.7万股 | +418股+0.48% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 7.65% | 7.31% | $6,048.1万 | 48.7万股 | $5,040.6万 | 11.8万股 | +36.9万股+312.04% | 加仓 |
| V先锋领航指数基金VTV |
| 7.32% | 7.57% | $5,783.8万 | 26.5万股 | $5,217.4万 | 26.6万股 | -525股-0.20% | 减仓 |
| G通用动力VTI |
| 6.82% | 6.83% | $5,391.3万 | 14.6万股 | $4,709.5万 | 14.7万股 | -1,103股-0.75% | 减仓 |
| IiShares安硕信托AGG |
| 5.72% | 6.13% | $4,520.7万 | 45.7万股 | $4,222.7万 | 42.5万股 | +3.1万股+7.37% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.49% | 5.63% | $4,343.5万 | 18.4万股 | $3,879.3万 | 18.0万股 | +3,183股+1.76% | 加仓 |
| V先锋领航·TOTALBND |
| 3.93% | 4.28% | $3,105.8万 | 42.3万股 | $2,946.3万 | 40.0万股 | +2.3万股+5.74% | 加仓 |
| IiShares安硕·COREIJH |
| 3.72% | 3.71% | $2,938.9万 | 38.1万股 | $2,554.9万 | 37.8万股 | +2,789股+0.74% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.36% | 3.5% | $2,653.4万 | 31.0万股 | $2,409.1万 | 31.2万股 | -2,053股-0.66% | 减仓 |
| V先锋领航指数基金VUG |
| 3.25% | 3.07% | $2,572.5万 | 29.9万股 | $2,114.6万 | 4.8万股 | +25.0万股+516.88% | 加仓 |
| IiShares安硕·COREIJR |
| 3.2% | 3.02% | $2,532.8万 | 17.1万股 | $2,084.4万 | 16.8万股 | +3,099股+1.85% | 加仓 |
| IiShares安硕信托USMV |
| 2.7% | 2.91% | $2,133.7万 | 22.1万股 | $2,004.3万 | 21.6万股 | +5,071股+2.35% | 加仓 |
 苹果AAPL |
| 2.44% | 1.48% | $1,930.5万 | 6.7万股 | $1,022.8万 | 4.0万股 | +2.6万股+65.55% | 加仓 |
| IiShares安硕IEMG |
| 2.27% | 2.14% | $1,798.6万 | 21.7万股 | $1,474.8万 | 21.1万股 | +5,673股+2.68% | 加仓 |
| V先锋领航指数基金VOO |
| 2.22% | 2.1% | $1,754.1万 | 2.6万股 | $1,446.3万 | 2.4万股 | +1,337股+5.52% | 加仓 |
| IiShares安硕信托ITOT |
| 2.14% | 2.07% | $1,693.6万 | 10.3万股 | $1,428.2万 | 10.0万股 | +2,827股+2.82% | 加仓 |
| IiShares安硕信托IEI |
| 1.96% | 2.33% | $1,549.6万 | 12.9万股 | $1,608.9万 | 13.5万股 | -5,743股-4.27% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.76% | 1.7% | $1,388.3万 | 27.4万股 | $1,173.9万 | 23.5万股 | +3.9万股+16.71% | 加仓 |
| IiShares安硕信托IXUS |
| 1.73% | 1.74% | $1,364.6万 | 14.3万股 | $1,197.9万 | 13.8万股 | +4,720股+3.41% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.34% | 1.5% | $1,056.1万 | 20.9万股 | $1,033.5万 | 20.7万股 | +1,628股+0.79% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.27% | 1.38% | $1,005.6万 | 6.4万股 | $953.3万 | 6.4万股 | -738股-1.15% | 减仓 |
| IiShares安硕信托GVI |
| 1.24% | 1.37% | $983.5万 | 9.1万股 | $946.7万 | 8.9万股 | +2,199股+2.47% | 加仓 |
| IiShares安硕信托IEFA |
| 1.18% | 1.2% | $933.1万 | 9.7万股 | $827.3万 | 9.1万股 | +5,237股+5.73% | 加仓 |
| V先锋领航·WELLINGTON FDVFMF |
| 0.96% | 0.9% | $761.8万 | 4.3万股 | $619.2万 | 4.0万股 | +3,118股+7.81% | 加仓 |
| S嘉信策略信托SCHD |
| 0.89% | 0.96% | $701.6万 | 22.1万股 | $664.7万 | 21.7万股 | +4,580股+2.11% | 加仓 |
| V先锋领航指数基金VB |
| 0.88% | 0.87% | $699.5万 | 2.3万股 | $601.7万 | 2.3万股 | +104股+0.45% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.78% | 0.74% | $613.3万 | 11.9万股 | $508.4万 | 11.3万股 | +5,983股+5.31% | 加仓 |
| V先锋领航·MIDVO |
| 0.72% | 0.73% | $571.5万 | 7.1万股 | $503.4万 | 1.8万股 | +5.3万股+304.63% | 加仓 |
 微软MSFT |
| 0.63% | 0.72% | $494.5万 | 1.3万股 | $496.4万 | 1.3万股 | -154股-1.15% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.6% | 0.84% | $473.6万 | 8.0万股 | $581.4万 | 9.8万股 | -1.7万股-17.76% | 减仓 |
 摩根大通JPM |
| 0.59% | 0.34% | $469.3万 | 1.4万股 | $235.8万 | 8,015股 | +6,320股+78.85% | 加仓 |
| IiShares安硕信托VLUE |
| 0.51% | 0.45% | $403.6万 | 2.0万股 | $312.8万 | 2.2万股 | -1,798股-8.17% | 减仓 |
| IiShares安硕信托HDV |
| 0.46% | 0.52% | $362.6万 | 13.2万股 | $359.8万 | 2.7万股 | +10.6万股+399.12% | 加仓 |
| IiShares安硕信托XT |
| 0.42% | 0.39% | $331.8万 | 4.0万股 | $269.3万 | 4.0万股 | +637股+1.61% | 加仓 |
 谷歌AGOOGL |
| 0.41% | 0.38% | $326.8万 | 9,143股 | $260.3万 | 9,053股 | +90股+0.99% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.4% | 0.4% | $315.8万 | 4,229股 | $274.0万 | 4,213股 | +16股+0.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.39% | 0.31% | $307.5万 | 1.6万股 | $215.1万 | 1.6万股 | -42股-0.26% | 减仓 |
 亚马逊AMZN |
| 0.37% | 0.37% | $291.2万 | 1.2万股 | $254.4万 | 1.2万股 | +2股+0.02% | 加仓 |
| IiShares安硕信托SGOV |
| 0.37% | 0.31% | $290.8万 | 2.9万股 | $210.7万 | 2.1万股 | +7,958股+38.03% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.35% | 0.36% | $280.0万 | 4.7万股 | $251.3万 | 4.6万股 | +413股+0.89% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.34% | 0.34% | $265.7万 | 3.7万股 | $236.7万 | 3.7万股 | +356股+0.96% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.31% | 0.34% | $246.9万 | 2.9万股 | $235.4万 | 3.1万股 | -1,861股-5.94% | 减仓 |
 英伟达NVDA |
| 0.31% | 0.31% | $245.3万 | 1.2万股 | $214.4万 | 1.2万股 | -39股-0.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.28% | $236.7万 | 6,700股 | $195.1万 | 6,800股 | -100股-1.47% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.24% | $187.5万 | 3,747股 | $168.7万 | 3,521股 | +226股+6.42% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.23% | 0.25% | $184.8万 | 3.7万股 | $175.7万 | 3.5万股 | +1,613股+4.59% | 加仓 |
 VisaV |
| 0.22% | 0.24% | $176.2万 | 5,136股 | $164.3万 | 5,436股 | -300股-5.52% | 减仓 |
 好市多COST |
| 0.21% | 0.26% | $169.4万 | 1,811股 | $182.4万 | 1,830股 | -19股-1.04% | 减仓 |
 Meta平台META |
| 0.21% | 0.24% | $165.9万 | 2,946股 | $167.6万 | 2,930股 | +16股+0.55% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.19% | — | $148.6万 | 8,027股 | $0 | 0股 | +8,027股 | 新买入 |
