| V先锋领航指数基金VV |
| 31.12% | 29.36% | $1.50亿 | 43.5万股 | $1.28亿 | 42.9万股 | +5,792股+1.35% | 加仓 |
| IiShares安硕信托IUSB |
| 28.29% | 30.64% | $1.36亿 | 294.6万股 | $1.34亿 | 289.7万股 | +4.9万股+1.68% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.66% | 5.92% | $2,721.9万 | 102.6万股 | $2,585.7万 | 98.7万股 | +3.9万股+3.99% | 加仓 |
| B贝莱德ETF信托DYNF |
| 5.47% | 5.15% | $2,631.0万 | 38.7万股 | $2,247.2万 | 38.6万股 | +606股+0.16% | 加仓 |
| V先锋领航·MIDVO |
| 5.38% | 5.14% | $2,584.4万 | 32.1万股 | $2,245.9万 | 7.8万股 | +24.3万股+310.15% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.08% | 4.01% | $1,959.6万 | 38.9万股 | $1,752.5万 | 38.4万股 | +4,986股+1.30% | 加仓 |
| IiShares安硕信托AGG |
| 3.93% | 4.2% | $1,888.6万 | 37.3万股 | $1,834.9万 | 36.7万股 | +6,549股+1.79% | 加仓 |
| V先锋领航指数基金VB |
| 2.91% | 2.75% | $1,400.7万 | 4.6万股 | $1,202.3万 | 4.6万股 | +305股+0.66% | 加仓 |
 AVANTIS INTLNGG |
| 2.51% | 2.56% | $1,205.9万 | 13.5万股 | $1,116.1万 | 13.2万股 | +3,634股+2.76% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.37% | 1.35% | $659.8万 | 12.7万股 | $588.2万 | 12.5万股 | +2,035股+1.62% | 加仓 |
| IiShares安硕信托IVW |
| 0.95% | 0.9% | $456.7万 | 3.3万股 | $393.1万 | 3.5万股 | -1,546股-4.45% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.9% | 0.86% | $432.7万 | 8.6万股 | $377.4万 | 7.6万股 | +9,891股+13.08% | 加仓 |
| IiShares安硕信托IVV |
| 0.89% | 0.85% | $429.5万 | 5,735股 | $369.8万 | 5,661股 | +74股+1.31% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.85% | 0.82% | $410.4万 | 5,496股 | $359.3万 | 5,525股 | -29股-0.52% | 减仓 |
| IiShares安硕信托IWL |
| 0.69% | 0.66% | $330.0万 | 1.8万股 | $286.7万 | 1.8万股 | -22股-0.12% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.58% | 0.56% | $281.0万 | 9.7万股 | $243.5万 | 9.7万股 | +4股+0.00% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.52% | 0.48% | $249.4万 | 5.5万股 | $211.5万 | 4.7万股 | +7,685股+16.41% | 加仓 |
 苹果AAPL |
| 0.44% | 0.43% | $213.7万 | 7,386股 | $187.4万 | 7,386股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWY |
| 0.42% | 0.39% | $201.5万 | 6,933股 | $172.5万 | 6,932股 | +1股+0.01% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.3% | 0.31% | $145.4万 | 6,404股 | $136.2万 | 6,451股 | -47股-0.73% | 减仓 |
 道明尼能源D |
| 0.29% | 0.29% | $137.5万 | 2.0万股 | $124.6万 | 2.0万股 | -30股-0.15% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.23% | 0.23% | $112.5万 | 1.0万股 | $99.5万 | 1.0万股 | -34股-0.33% | 减仓 |
| G通用动力VTI |
| 0.19% | 0.14% | $90.4万 | 2,442股 | $61.0万 | 1,900股 | +542股+28.53% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.18% | 0.17% | $87.4万 | 1.7万股 | $76.3万 | 1.7万股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.16% | 0.16% | $78.5万 | 1.7万股 | $67.8万 | 1.7万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.16% | 0.15% | $75.2万 | 2.6万股 | $65.6万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.15% | 0.12% | $74.0万 | 8,592股 | $53.8万 | 1,231股 | +7,361股+597.97% | 加仓 |
 南方电力SO |
| 0.14% | 0.16% | $68.3万 | 7,132股 | $68.8万 | 7,132股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.13% | 0.12% | $62.3万 | 1,462股 | $54.2万 | 1,462股 | 00.00% | 持仓不变 |
 Truist金融TFC |
| 0.11% | 0.11% | $50.5万 | 1.0万股 | $46.6万 | 1.0万股 | 00.00% | 持仓不变 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.1% | 0.1% | $48.5万 | 1,774股 | $43.3万 | 1,830股 | -56股-3.06% | 减仓 |
 麦当劳MCD |
| 0.09% | 0.12% | $44.6万 | 1,649股 | $51.2万 | 1,649股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.09% | 0.09% | $44.2万 | 2,030股 | $39.8万 | 2,028股 | +2股+0.10% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.08% | 0.08% | $39.2万 | 2,675股 | $34.3万 | 2,675股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.08% | 0.07% | $37.6万 | 4,275股 | $31.4万 | 855股 | +3,420股+400.00% | 加仓 |
 杜克能源DUK |
| 0.07% | 0.08% | $33.8万 | 2,672股 | $35.0万 | 2,672股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.06% | 0.09% | $31.2万 | 623股 | $39.4万 | 823股 | -200股-24.30% | 减仓 |
 联合包裹UPSUPS |
| 0.06% | 0.06% | $28.9万 | 2,690股 | $26.5万 | 2,690股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.05% | 0.05% | $26.2万 | 932股 | $22.6万 | 932股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.05% | 0.05% | $24.9万 | 362股 | $21.6万 | 362股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.05% | 0.05% | $24.4万 | 744股 | $21.9万 | 744股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.04% | — | $21.2万 | 5,465股 | $0 | 0股 | +5,465股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.04% | — | $21.2万 | 704股 | $0 | 0股 | +704股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.04% | — | $21.0万 | 2,726股 | $0 | 0股 | +2,726股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.04% | — | $20.9万 | 5,069股 | $0 | 0股 | +5,069股 | 新买入 |
