| V先锋领航指数基金VTV |
| 15.54% | 15.79% | $4,265.2万 | 25.2万股 | $4,345.5万 | 24.9万股 | +3,003股+1.21% | 加仓 |
| V先锋领航指数基金VUG |
| 12.47% | 9.65% | $3,422.2万 | 8.3万股 | $2,656.8万 | 6.9万股 | +1.4万股+20.49% | 加仓 |
| V先锋领航指数基金VOO |
| 8.58% | 8.25% | $2,355.8万 | 4.4万股 | $2,269.1万 | 4.3万股 | +719股+1.67% | 加仓 |
 宝洁PG |
| 5.16% | 5.45% | $1,415.5万 | 8.4万股 | $1,500.1万 | 8.7万股 | -2,176股-2.51% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.63% | 2.57% | $721.3万 | 4.5万股 | $708.1万 | 4.2万股 | +2,355股+5.58% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.25% | 1.84% | $618.2万 | 24.4万股 | $505.8万 | 18.5万股 | +5.9万股+32.04% | 加仓 |
 苹果AAPL |
| 1.96% | 1.91% | $537.9万 | 2.1万股 | $524.4万 | 2.3万股 | -1,026股-4.56% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.88% | 1.83% | $515.2万 | 22.7万股 | $503.2万 | 7.6万股 | +15.1万股+200.00% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.85% | 1.88% | $508.1万 | 14.7万股 | $516.0万 | 15.0万股 | -3,603股-2.39% | 减仓 |
| PPAYLOCITYPCTY |
| 1.85% | 1.52% | $506.8万 | 2.5万股 | $419.0万 | 2.5万股 | +6股+0.02% | 加仓 |
 CINTAS COMCTAS |
| 1.63% | 1.83% | $446.8万 | 2.4万股 | $505.0万 | 2.5万股 | -69股-0.28% | 减仓 |
| V先锋领航指数基金VOT |
| 1.6% | 1.55% | $440.5万 | 1.7万股 | $427.6万 | 1.8万股 | -206股-1.17% | 减仓 |
| IiShares安硕信托IWV |
| 1.58% | 1.54% | $434.7万 | 1.3万股 | $424.9万 | 1.3万股 | 00.00% | 持仓不变 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 1.41% | 1.29% | $386.6万 | 13.7万股 | $356.1万 | 6.4万股 | +7.2万股+112.05% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.41% | 1.49% | $385.9万 | 7.6万股 | $411.3万 | 8.0万股 | -3,859股-4.81% | 减仓 |
| IiShares安硕信托IVV |
| 1.35% | 1.37% | $371.7万 | 6,314股 | $376.9万 | 6,534股 | -220股-3.37% | 减仓 |
 美国合众银行USB |
| 1.25% | 1.23% | $341.8万 | 7.1万股 | $339.1万 | 7.4万股 | -2,686股-3.62% | 减仓 |
| SSCHWAB CHARLES FAMILY FD |
| 1.23% | 4.95% | $338.2万 | 338.2万股 | $1,362.6万 | 1,362.6万股 | -1,024.4万股-75.18% | 减仓 |
 微软MSFT |
| 1.07% | 1.14% | $294.0万 | 6,975股 | $312.4万 | 7,261股 | -286股-3.94% | 减仓 |
 ILLINOIS TOOLITW |
| 1.05% | 1.11% | $289.4万 | 1.1万股 | $304.2万 | 1.2万股 | -192股-1.65% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.95% | 1.01% | $259.4万 | 5.4万股 | $276.9万 | 5.2万股 | +1,807股+3.45% | 加仓 |
| DDimensional维度·USDFUV |
| 0.92% | 1.02% | $253.6万 | 6.2万股 | $281.0万 | 6.7万股 | -5,430股-8.06% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.89% | 0.87% | $244.1万 | 7,574股 | $238.4万 | 7,583股 | -9股-0.12% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.83% | 0.77% | $227.7万 | 8.2万股 | $212.8万 | 2.0万股 | +6.1万股+300.02% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.75% | 0.73% | $204.8万 | 3.2万股 | $199.8万 | 3.2万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.69% | 0.69% | $188.9万 | 9,533股 | $189.2万 | 9,425股 | +108股+1.15% | 加仓 |
| IISHARES TR RUSSELL |
| 0.68% | 0.68% | $187.9万 | 8,500股 | $187.9万 | 8,500股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.68% | 0.71% | $185.6万 | 7.1万股 | $194.9万 | 2.4万股 | +4.7万股+193.57% | 加仓 |
 ADPADP |
| 0.67% | 0.63% | $182.9万 | 6,249股 | $172.1万 | 6,218股 | +31股+0.50% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.65% | 0.7% | $179.7万 | 3.2万股 | $192.1万 | 3.5万股 | -2,245股-6.50% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.61% | $174.7万 | 2,981股 | $168.2万 | 2,932股 | +49股+1.67% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.63% | 0.66% | $174.3万 | 3.9万股 | $182.8万 | 3.9万股 | -261股-0.67% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.58% | 0.59% | $159.7万 | 1.5万股 | $161.8万 | 1.5万股 | -326股-2.17% | 减仓 |
| IiShares安硕信托IXUS |
| 0.57% | 0.64% | $157.5万 | 2.4万股 | $175.1万 | 2.4万股 | -288股-1.19% | 减仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.58% | $152.6万 | 6,350股 | $158.9万 | 6,699股 | -349股-5.21% | 减仓 |
 亚马逊AMZN |
| 0.54% | 0.41% | $148.5万 | 6,767股 | $111.6万 | 5,992股 | +775股+12.93% | 加仓 |
| IiShares安硕信托ITOT |
| 0.52% | 0.51% | $144.0万 | 1.1万股 | $140.6万 | 1.1万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.51% | 0.56% | $139.2万 | 7.5万股 | $154.7万 | 3.8万股 | +3.8万股+100.06% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.49% | 0.54% | $134.9万 | 2.3万股 | $147.6万 | 2.3万股 | +89股+0.39% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.47% | 0.47% | $128.6万 | 2.0万股 | $129.2万 | 2.0万股 | -161股-0.81% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.45% | 0.55% | $123.6万 | 1.6万股 | $151.5万 | 1.8万股 | -1,767股-9.75% | 减仓 |
 强生JNJ |
| 0.43% | 0.47% | $117.9万 | 8,154股 | $130.1万 | 8,026股 | +128股+1.59% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.44% | $112.5万 | 1.0万股 | $121.0万 | 1.0万股 | +130股+1.26% | 加仓 |
| I景顺QQQ信托VOO |
| 0.41% | 0.38% | $112.0万 | 2,190股 | $104.9万 | 2,149股 | +41股+1.91% | 加仓 |
 SYSCO COMSYY |
| 0.4% | 0.4% | $109.2万 | 1.4万股 | $110.9万 | 1.4万股 | +78股+0.55% | 加仓 |
| G通用动力VTI |
| 0.38% | 0.35% | $104.6万 | 3,610股 | $96.9万 | 3,422股 | +188股+5.49% | 加仓 |
 谷歌AGOOGL |
| 0.35% | 0.32% | $96.8万 | 5,112股 | $87.8万 | 5,292股 | -180股-3.40% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.34% | 0.34% | $94.1万 | 6,545股 | $94.3万 | 6,930股 | -385股-5.56% | 减仓 |
 英伟达NVDA |
| 0.34% | 0.25% | $92.7万 | 6,904股 | $69.4万 | 5,712股 | +1,192股+20.87% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.32% | 0.34% | $86.7万 | 2.1万股 | $94.8万 | 2.2万股 | -1,630股-7.37% | 减仓 |
