| S嘉信策略信托SCHR |
| 21.29% | 22.9% | $1.02亿 | 412.0万股 | $9,947.1万 | 399.3万股 | +12.7万股+3.18% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 13.25% | 14.18% | $6,324.3万 | 108.7万股 | $6,157.7万 | 105.2万股 | +3.5万股+3.31% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 11.28% | 10.91% | $5,382.7万 | 159.1万股 | $4,738.0万 | 162.6万股 | -3.6万股-2.20% | 减仓 |
| V先锋领航指数基金VUG |
| 11.03% | 10.25% | $5,263.6万 | 61.1万股 | $4,449.7万 | 10.2万股 | +50.9万股+499.83% | 加仓 |
| V先锋领航指数基金VTV |
| 7.91% | 7.83% | $3,776.6万 | 17.3万股 | $3,400.7万 | 17.3万股 | -33股-0.02% | 减仓 |
| V先锋领航·FTSEVEA |
| 6.22% | 6.25% | $2,969.9万 | 41.7万股 | $2,713.6万 | 42.3万股 | -6,651股-1.57% | 减仓 |
| S嘉信策略信托SCHF |
| 5.36% | 5.21% | $2,558.9万 | 92.4万股 | $2,261.5万 | 91.4万股 | +1.0万股+1.10% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.76% | 4.52% | $2,270.1万 | 65.2万股 | $1,961.5万 | 64.3万股 | +9,032股+1.40% | 加仓 |
| V先锋领航指数基金VBK |
| 2.43% | 2.28% | $1,158.9万 | 3.2万股 | $991.8万 | 3.3万股 | -1,126股-3.43% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.95% | 1.94% | $930.4万 | 3.8万股 | $842.4万 | 3.9万股 | -486股-1.25% | 减仓 |
| S嘉信策略信托SCHE |
| 1.67% | 1.65% | $798.6万 | 22.0万股 | $715.6万 | 21.7万股 | +3,069股+1.41% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.49% | 1.49% | $711.5万 | 11.9万股 | $647.7万 | 12.0万股 | -627股-0.52% | 减仓 |
| S嘉信·USSCHX |
| 1.36% | 1.33% | $650.2万 | 22.1万股 | $576.8万 | 22.5万股 | -4,007股-1.78% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.14% | 1.16% | $546.0万 | 4.4万股 | $502.0万 | 1.2万股 | +3.2万股+273.52% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.91% | 0.95% | $434.4万 | 18.0万股 | $414.4万 | 17.1万股 | +9,190股+5.38% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.8% | 0.85% | $382.0万 | 7.9万股 | $367.8万 | 7.9万股 | +701股+0.89% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.78% | 0.82% | $373.1万 | 2.4万股 | $354.6万 | 2.4万股 | -140股-0.58% | 减仓 |
| IiShares安硕信托IWD |
| 0.66% | 0.65% | $313.8万 | 1.3万股 | $283.9万 | 1.3万股 | -345股-2.60% | 减仓 |
| VVICORVICR |
| 0.64% | — | $307.4万 | 8,095股 | $0 | 0股 | +8,095股 | 新买入 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.64% | 0.68% | $306.6万 | 5.2万股 | $294.1万 | 4.9万股 | +2,602股+5.27% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.36% | 0.32% | $171.3万 | 4,348股 | $138.0万 | 4,398股 | -50股-1.14% | 减仓 |
| V先锋领航指数基金VB |
| 0.35% | 0.35% | $166.6万 | 5,496股 | $152.3万 | 5,814股 | -318股-5.47% | 减仓 |
 苹果AAPL |
| 0.34% | 0.32% | $161.3万 | 5,574股 | $137.7万 | 5,425股 | +149股+2.75% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.37% | $160.2万 | 3,202股 | $160.6万 | 3,352股 | -150股-4.47% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.32% | 0.32% | $152.8万 | 6,906股 | $137.7万 | 7,263股 | -357股-4.92% | 减仓 |
| IiShares安硕信托EFG |
| 0.23% | 0.22% | $107.7万 | 8,654股 | $94.1万 | 8,453股 | +201股+2.38% | 加仓 |
 联合健康UNH |
| 0.2% | 0.15% | $97.7万 | 2,350股 | $63.6万 | 2,350股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.2% | 0.22% | $96.6万 | 2,611股 | $95.0万 | 2,962股 | -351股-11.85% | 减仓 |
| S嘉信·USSCHA |
| 0.14% | 0.13% | $68.7万 | 1.9万股 | $58.1万 | 2.0万股 | -968股-4.85% | 减仓 |
| S道富SPYX |
| 0.12% | 0.11% | $57.0万 | 9,325股 | $49.5万 | 9,325股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDT |
| 0.12% | — | $56.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| IiShares安硕信托IVW |
| 0.11% | 0.1% | $53.1万 | 3,864股 | $43.7万 | 3,864股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.1% | 0.1% | $49.4万 | 719股 | $43.0万 | 719股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.1% | 0.11% | $48.3万 | 5,850股 | $46.6万 | 5,850股 | 00.00% | 持仓不变 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 0.1% | — | $47.7万 | 5,883股 | $0 | 0股 | +5,883股 | 新买入 |
| IiShares安硕信托EEM |
| 0.1% | 0.09% | $46.3万 | 6,770股 | $39.2万 | 6,895股 | -125股-1.81% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.09% | 0.1% | $43.2万 | 5,255股 | $41.3万 | 5,270股 | -15股-0.28% | 减仓 |
 标普全球SPGI |
| 0.08% | 0.09% | $38.9万 | 955股 | $40.6万 | 955股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.08% | 0.07% | $38.3万 | 2,900股 | $32.6万 | 2,900股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.08% | 0.07% | $37.6万 | 3,620股 | $31.7万 | 3,260股 | +360股+11.04% | 加仓 |
 礼来LLY |
| 0.08% | 0.06% | $36.3万 | 303股 | $27.9万 | 303股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.07% | 0.05% | $34.6万 | 968股 | $20.7万 | 720股 | +248股+34.44% | 加仓 |
 英伟达NVDA |
| 0.06% | 0.05% | $29.1万 | 1,456股 | $23.6万 | 1,356股 | +100股+7.37% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.06% | 0.06% | $28.8万 | 5,145股 | $26.2万 | 5,570股 | -425股-7.63% | 减仓 |
 强生JNJ |
| 0.06% | 0.06% | $28.3万 | 1,116股 | $27.3万 | 1,116股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.06% | 0.06% | $27.1万 | 728股 | $24.2万 | 654股 | +74股+11.31% | 加仓 |
 好市多COST |
| 0.05% | 0.06% | $25.8万 | 276股 | $27.5万 | 276股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.05% | 0.05% | $25.7万 | 784股 | $20.9万 | 709股 | +75股+10.58% | 加仓 |
 康宁GLW |
| 0.05% | — | $25.5万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.05% | 0.05% | $25.2万 | 3,008股 | $22.6万 | 3,008股 | 00.00% | 持仓不变 |
