| V先锋领航·FTSEVEA |
| 14.36% | 14.36% | $2,774.7万 | 46.3万股 | $2,774.7万 | 46.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 11.41% | 11.41% | $2,204.3万 | 4.6万股 | $2,204.3万 | 4.6万股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 10.76% | 10.76% | $2,079.6万 | 88.6万股 | $2,079.6万 | 88.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 10.07% | 10.07% | $1,945.4万 | 10.4万股 | $1,945.4万 | 10.4万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBNDX |
| 6.88% | 6.88% | $1,330.2万 | 26.9万股 | $1,330.2万 | 26.9万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 5.79% | 5.79% | $1,118.2万 | 15.2万股 | $1,118.2万 | 15.2万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 4.23% | 4.23% | $817.3万 | 16.3万股 | $817.3万 | 16.3万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 4.09% | 4.09% | $789.5万 | 14.6万股 | $789.5万 | 14.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 4.03% | 4.03% | $779.6万 | 2.4万股 | $779.6万 | 2.4万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托TFI |
| 3.32% | 3.32% | $641.5万 | 14.1万股 | $641.5万 | 14.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 3.07% | 3.07% | $593.7万 | 2.0万股 | $593.7万 | 2.0万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.88% | 2.88% | $555.5万 | 3.2万股 | $555.5万 | 3.2万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 2.8% | 2.8% | $541.9万 | 23.3万股 | $541.9万 | 23.3万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 2.53% | 2.53% | $488.2万 | 18.5万股 | $488.2万 | 18.5万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 2.47% | 2.47% | $476.3万 | 2.3万股 | $476.3万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 2.45% | 2.45% | $472.8万 | 1.6万股 | $472.8万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 1.59% | 1.59% | $307.4万 | 4.1万股 | $307.4万 | 4.1万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.2% | 1.2% | $231.5万 | 7.3万股 | $231.5万 | 7.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.94% | 0.94% | $181.7万 | 5.4万股 | $181.7万 | 5.4万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.85% | 0.85% | $163.4万 | 5.9万股 | $163.4万 | 5.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.77% | 0.77% | $149.3万 | 1.4万股 | $149.3万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.67% | 0.67% | $130.3万 | 6,040股 | $130.3万 | 6,040股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.54% | 0.54% | $103.9万 | 3.5万股 | $103.9万 | 3.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.47% | 0.47% | $91.8万 | 1,371股 | $91.8万 | 1,371股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.39% | 0.39% | $75.4万 | 1股 | $75.4万 | 1股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.2% | 0.2% | $38.8万 | 1.3万股 | $38.8万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.17% | 0.17% | $33.1万 | 6,453股 | $33.1万 | 6,453股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.16% | 0.16% | $30.0万 | 2,990股 | $30.0万 | 2,990股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.15% | 0.15% | $29.1万 | 2,581股 | $29.1万 | 2,581股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.15% | 0.15% | $28.5万 | 1.0万股 | $28.5万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.14% | 0.14% | $27.5万 | 449股 | $27.5万 | 449股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.13% | 0.13% | $24.6万 | 2,695股 | $24.6万 | 2,695股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.13% | 0.13% | $24.2万 | 1,000股 | $24.2万 | 1,000股 | 00.00% | 持仓不变 |
| WWisdomTree信托DGRW |
| 0.11% | 0.11% | $21.6万 | 2,424股 | $21.6万 | 2,424股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.11% | 0.11% | $21.2万 | 288股 | $21.2万 | 288股 | 00.00% | 持仓不变 |
