| S嘉信·USSCHX |
| 16.27% | 15.42% | $4,770.0万 | 162.1万股 | $4,074.0万 | 158.9万股 | +3.2万股+2.01% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 14.48% | 14.5% | $4,244.5万 | 17.9万股 | $3,831.7万 | 17.8万股 | +1,212股+0.68% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 10.77% | 14.36% | $3,158.0万 | 40.0万股 | $3,794.3万 | 47.9万股 | -7.9万股-16.52% | 减仓 |
| S嘉信·USSCHA |
| 10.36% | 9.33% | $3,037.4万 | 84.1万股 | $2,466.4万 | 84.8万股 | -7,452股-0.88% | 减仓 |
| V先锋领航STAR基金VXUS |
| 9.36% | 8.43% | $2,744.3万 | 32.1万股 | $2,228.7万 | 28.9万股 | +3.2万股+11.07% | 加仓 |
| WWisdomTree信托DLN |
| 8.62% | 8.99% | $2,526.9万 | 26.2万股 | $2,374.3万 | 26.6万股 | -3,442股-1.30% | 减仓 |
| V先锋领航·MIDVO |
| 8.4% | 8.21% | $2,463.9万 | 30.6万股 | $2,170.0万 | 7.6万股 | +23.0万股+304.72% | 加仓 |
| V先锋领航·TOTALBND |
| 5.29% | 3.37% | $1,552.0万 | 21.1万股 | $889.2万 | 12.1万股 | +9.1万股+75.08% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.98% | 3.53% | $1,167.6万 | 34.5万股 | $932.3万 | 32.0万股 | +2.5万股+7.80% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.97% | 4.16% | $1,163.9万 | 23.2万股 | $1,100.0万 | 22.0万股 | +1.1万股+5.22% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.15% | 2.74% | $629.5万 | 6.5万股 | $723.8万 | 8.2万股 | -1.6万股-20.00% | 减仓 |
| S嘉信策略信托SCHE |
| 2.01% | 1.99% | $589.6万 | 16.3万股 | $526.9万 | 16.0万股 | +2,697股+1.69% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.89% | 1.65% | $260.5万 | 3.3万股 | $435.0万 | 5.5万股 | -2.2万股-39.74% | 减仓 |
 特斯拉TSLA |
| 0.74% | 0.73% | $216.3万 | 5,143股 | $193.0万 | 5,193股 | -50股-0.96% | 减仓 |
| V先锋领航指数基金VB |
| 0.54% | 0.52% | $157.6万 | 5,200股 | $136.2万 | 5,200股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.47% | 0.44% | $138.4万 | 3.8万股 | $116.2万 | 3.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.36% | 0.4% | $106.4万 | 2,852股 | $105.4万 | 2,849股 | +3股+0.11% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.29% | 0.33% | $86.4万 | 3.7万股 | $86.7万 | 3.7万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.2% | 0.21% | $58.9万 | 1,669股 | $54.5万 | 1,658股 | +11股+0.66% | 加仓 |
 强生JNJ |
| 0.15% | 0.16% | $43.1万 | 1,699股 | $41.3万 | 1,691股 | +8股+0.47% | 加仓 |
| DDUTCH BROSBROS |
| 0.13% | 0.1% | $38.5万 | 5,368股 | $27.2万 | 5,368股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.11% | $34.9万 | 468股 | $30.4万 | 467股 | +1股+0.21% | 加仓 |
 苹果AAPL |
| 0.12% | 0.15% | $34.6万 | 1,197股 | $40.0万 | 1,577股 | -380股-24.10% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.1% | 0.09% | $29.1万 | 1,081股 | $24.9万 | 1,080股 | +1股+0.09% | 加仓 |
 英特尔INTC |
| 0.08% | — | $24.0万 | 1,718股 | $0 | 0股 | +1,718股 | 新买入 |
 空气化工APD |
| 0.08% | 0.08% | $22.3万 | 760股 | $22.0万 | 756股 | +4股+0.53% | 加仓 |
| V先锋领航指数基金VUG |
| 0.07% | — | $20.9万 | 2,430股 | $0 | 0股 | +2,430股 | 新买入 |
