| V先锋领航指数基金VTV |
| 18.35% | 17.93% | $7,401.7万 | 34.0万股 | $6,473.2万 | 33.0万股 | +9,708股+2.94% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 18.22% | 17.34% | $7,348.6万 | 89.7万股 | $6,258.4万 | 88.3万股 | +1.4万股+1.61% | 加仓 |
| V先锋领航·FTSEVEA |
| 14.68% | 14.52% | $5,920.3万 | 83.1万股 | $5,242.7万 | 81.8万股 | +1.3万股+1.56% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 12.23% | 12.87% | $4,933.0万 | 108.4万股 | $4,645.1万 | 101.8万股 | +6.6万股+6.50% | 加仓 |
| G通用动力VTI |
| 10.36% | 10.37% | $4,177.7万 | 11.3万股 | $3,744.8万 | 11.7万股 | -3,830股-3.28% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 5.03% | 5.07% | $2,026.9万 | 10.3万股 | $1,829.8万 | 9.9万股 | +3,281股+3.30% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.05% | 3.98% | $1,634.3万 | 23.4万股 | $1,438.1万 | 23.0万股 | +3,522股+1.53% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.01% | 3.03% | $1,215.8万 | 14.5万股 | $1,094.1万 | 14.6万股 | -510股-0.35% | 减仓 |
| S嘉信策略信托SCHD |
| 1.27% | 1.32% | $511.7万 | 16.1万股 | $477.0万 | 15.5万股 | +5,899股+3.79% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.07% | 1.23% | $432.5万 | 8.6万股 | $442.6万 | 8.9万股 | -3,209股-3.62% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.9% | 0.88% | $364.6万 | 7.0万股 | $318.9万 | 6.8万股 | +2,446股+3.60% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.81% | 0.82% | $327.0万 | 1.3万股 | $296.2万 | 1.4万股 | -177股-1.30% | 减仓 |
 苹果AAPL |
| 0.75% | 0.79% | $301.5万 | 1.0万股 | $283.9万 | 1.1万股 | -768股-6.86% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.66% | 0.66% | $268.0万 | 8.9万股 | $236.4万 | 7.9万股 | +1.1万股+13.56% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.56% | 0.6% | $224.6万 | 2.2万股 | $216.1万 | 2.3万股 | -757股-3.35% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.56% | 0.59% | $223.9万 | 3.8万股 | $213.6万 | 4.0万股 | -2,013股-5.09% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.52% | 0.54% | $207.9万 | 2.4万股 | $193.7万 | 2.5万股 | -803股-3.20% | 减仓 |
| IiShares安硕信托ITOT |
| 0.42% | 0.4% | $170.0万 | 1.0万股 | $145.4万 | 1.0万股 | +102股+0.99% | 加仓 |
| V先锋领航指数基金VOO |
| 0.39% | 0.41% | $156.3万 | 2,276股 | $149.7万 | 2,505股 | -229股-9.14% | 减仓 |
| V先锋领航·MIDVO |
| 0.35% | 0.36% | $140.1万 | 1.7万股 | $131.4万 | 4,577股 | +1.3万股+279.81% | 加仓 |
| S嘉信策略信托SCHE |
| 0.32% | 0.35% | $129.1万 | 3.6万股 | $127.7万 | 3.9万股 | -3,143股-8.11% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.26% | 0.24% | $106.7万 | 1.0万股 | $86.8万 | 1.1万股 | -604股-5.47% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.26% | 0.28% | $102.9万 | 2.0万股 | $99.4万 | 2.0万股 | +666股+3.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.25% | $94.6万 | 1,891股 | $91.7万 | 1,913股 | -22股-1.15% | 减仓 |
| IiShares安硕ESGE |
| 0.23% | 0.24% | $92.5万 | 1.7万股 | $86.6万 | 1.9万股 | -2,146股-11.26% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.23% | 0.22% | $92.1万 | 1.0万股 | $80.2万 | 1.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.21% | 0.2% | $84.8万 | 3,558股 | $73.6万 | 3,535股 | +23股+0.65% | 加仓 |
 英伟达NVDA |
| 0.19% | 0.21% | $77.6万 | 3,880股 | $77.2万 | 4,427股 | -547股-12.36% | 减仓 |
| I景顺QQQ信托VOO |
| 0.19% | 0.17% | $76.8万 | 1,043股 | $62.6万 | 1,084股 | -41股-3.78% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.18% | 0.17% | $71.8万 | 2.5万股 | $62.2万 | 2.5万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.16% | 0.16% | $65.9万 | 2,015股 | $59.3万 | 2,015股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.16% | 0.06% | $64.9万 | 1,118股 | $22.7万 | 1,118股 | 00.00% | 持仓不变 |
 AEGON AMER REG 1 CERTAEG |
| 0.15% | 0.14% | $59.9万 | 7.1万股 | $51.6万 | 7.1万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.15% | 0.19% | $59.7万 | 1,620股 | $69.7万 | 1,619股 | +1股+0.06% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.14% | 0.15% | $57.3万 | 1.0万股 | $52.4万 | 1.1万股 | -892股-8.01% | 减仓 |
 应用材料AMAT |
| 0.14% | 0.07% | $56.0万 | 775股 | $26.5万 | 775股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.13% | 0.14% | $52.9万 | 4,915股 | $52.2万 | 4,915股 | 00.00% | 持仓不变 |
| B博思艾伦BAH |
| 0.12% | 0.18% | $49.5万 | 8,160股 | $63.7万 | 8,160股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.12% | 0.12% | $48.7万 | 650股 | $42.4万 | 650股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.12% | 0.15% | $46.7万 | 1,175股 | $54.2万 | 1,175股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.11% | 0.13% | $45.3万 | 1,215股 | $47.3万 | 1,277股 | -62股-4.86% | 减仓 |
 谷歌AGOOGL |
| 0.11% | 0.1% | $45.2万 | 1,264股 | $35.4万 | 1,232股 | +32股+2.60% | 加仓 |
 道明尼能源D |
| 0.11% | 0.11% | $44.7万 | 6,545股 | $40.6万 | 6,560股 | -15股-0.23% | 减仓 |
 CARLISLE COSCSL |
| 0.11% | 0.11% | $43.4万 | 1,196股 | $39.9万 | 1,196股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.11% | 0.08% | $43.3万 | 2,272股 | $30.2万 | 2,272股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.11% | 0.11% | $43.1万 | 2,624股 | $40.5万 | 2,847股 | -223股-7.83% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.1% | 0.09% | $41.1万 | 2,662股 | $33.6万 | 2,547股 | +115股+4.52% | 加仓 |
 雷神技术RTX |
| 0.1% | 0.12% | $40.9万 | 2,155股 | $41.6万 | 2,155股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.1% | 0.1% | $39.2万 | 7,781股 | $35.5万 | 7,781股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.09% | 0.11% | $36.3万 | 1,027股 | $40.0万 | 1,394股 | -367股-26.33% | 减仓 |
