| V先锋领航斯科茨代尔基金VCIT |
| 19.77% | 19.83% | $2,658.4万 | 28.2万股 | $2,530.1万 | 26.6万股 | +1.5万股+5.81% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 13.21% | 12.05% | $1,775.5万 | 7.3万股 | $1,537.1万 | 6.3万股 | +9,958股+15.68% | 加仓 |
| IiShares安硕信托AGG |
| 12.47% | 12.51% | $1,676.8万 | 14.6万股 | $1,596.2万 | 13.8万股 | +7,623股+5.51% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 8.62% | 8.07% | $1,158.3万 | 22.6万股 | $1,029.1万 | 20.1万股 | +2.5万股+12.62% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 7.14% | 6.7% | $959.5万 | 17.0万股 | $854.7万 | 15.0万股 | +2.0万股+13.29% | 加仓 |
| V先锋领航指数基金VB |
| 5.19% | 4.84% | $697.6万 | 3.2万股 | $617.9万 | 2.7万股 | +4,477股+16.32% | 加仓 |
| SSPDR道富指数基金SPDW |
| 5.1% | 4.63% | $686.3万 | 19.0万股 | $591.2万 | 16.1万股 | +2.9万股+17.94% | 加仓 |
| IiShares黄金信托IAU |
| 3.97% | 4.1% | $533.5万 | 16.0万股 | $523.2万 | 15.5万股 | +4,480股+2.89% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.65% | 3.31% | $491.1万 | 4.8万股 | $422.9万 | 4.0万股 | +7,154股+17.72% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.96% | 1.8% | $263.8万 | 6.2万股 | $229.2万 | 5.0万股 | +1.2万股+23.12% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.88% | 1.68% | $252.1万 | 3.4万股 | $214.0万 | 2.9万股 | +5,030股+17.43% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.87% | 2.22% | $250.9万 | 4.6万股 | $283.4万 | 5.2万股 | -5,793股-11.20% | 减仓 |
| IiShares安硕信托ICSH |
| 1.83% | 2.17% | $246.6万 | 4.9万股 | $276.9万 | 5.5万股 | -5,991股-10.93% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.8% | 2.14% | $242.0万 | 4.2万股 | $273.4万 | 4.8万股 | -5,397股-11.27% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.48% | 1.31% | $199.1万 | 2.4万股 | $167.7万 | 2.0万股 | +4,723股+24.14% | 加仓 |
| IiShares安硕信托IVV |
| 1.09% | 1.15% | $146.9万 | 3,410股 | $146.6万 | 3,410股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.84% | 0.78% | $112.4万 | 3.7万股 | $99.9万 | 3.1万股 | +6,127股+19.87% | 加仓 |
 苹果AAPL |
| 0.83% | 0.7% | $111.1万 | 7,850股 | $89.1万 | 6,504股 | +1,346股+20.69% | 加仓 |
 PAYPAL COMPYPL |
| 0.72% | 0.78% | $96.6万 | 3,711股 | $99.2万 | 3,403股 | +308股+9.05% | 加仓 |
 特斯拉TSLA |
| 0.56% | — | $75.5万 | 974股 | $0 | 0股 | +974股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.55% | 0.58% | $74.0万 | 2,702股 | $73.4万 | 2,702股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.4% | 0.44% | $53.5万 | 2,444股 | $56.1万 | 2,444股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.4% | 0.42% | $53.2万 | 162股 | $54.0万 | 157股 | +5股+3.18% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.39% | 0.41% | $52.3万 | 3,301股 | $52.9万 | 3,301股 | 00.00% | 持仓不变 |
 ROKU COM CL AROKU |
| 0.38% | 0.59% | $51.7万 | 1,650股 | $75.8万 | 1,650股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.37% | 0.36% | $49.7万 | 9,133股 | $45.9万 | 8,669股 | +464股+5.35% | 加仓 |
| SSPDR黄金信托GLD |
| 0.36% | 0.36% | $48.6万 | 2,962股 | $45.9万 | 2,773股 | +189股+6.82% | 加仓 |
| IIBMIBM |
| 0.35% | 0.37% | $47.6万 | 3,428股 | $47.6万 | 3,250股 | +178股+5.48% | 加仓 |
 可口可乐KO |
| 0.32% | 0.33% | $43.0万 | 8,201股 | $41.9万 | 7,745股 | +456股+5.89% | 加仓 |
| G通用动力VTI |
| 0.31% | 0.33% | $41.9万 | 1,886股 | $41.9万 | 1,881股 | +5股+0.27% | 加仓 |
 Meta平台META |
| 0.25% | 0.27% | $33.6万 | 991股 | $34.5万 | 991股 | 00.00% | 持仓不变 |
 福特F |
| 0.25% | 0.27% | $33.1万 | 2.3万股 | $34.7万 | 2.3万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.24% | 0.48% | $31.6万 | 3,117股 | $61.4万 | 5,866股 | -2,749股-46.86% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.21% | 0.24% | $28.5万 | 5,700股 | $31.0万 | 5,700股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.19% | 0.21% | $26.2万 | 1,435股 | $26.8万 | 1,435股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.19% | 0.2% | $25.7万 | 8,541股 | $25.7万 | 8,518股 | +23股+0.27% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 0.19% | 0.2% | $25.5万 | 5,432股 | $26.1万 | 5,432股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.18% | 0.18% | $23.7万 | 839股 | $22.7万 | 839股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.17% | 0.18% | $22.7万 | 1,629股 | $23.0万 | 1,629股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.15% | 0.18% | $20.4万 | 1,588股 | $22.6万 | 1,588股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.15% | 0.18% | $20.2万 | 1,108股 | $23.0万 | 1,108股 | 00.00% | 持仓不变 |
| QQUALIGEN THERAPEUTICS INC |
| 0.03% | 0.06% | $3.5万 | 2.7万股 | $7.4万 | 3.7万股 | -1.0万股-26.89% | 减仓 |
