| V先锋领航指数基金VOO |
| 22.59% | 18.9% | $5,466.7万 | 8.0万股 | $4,741.9万 | 7.9万股 | +239股+0.30% | 加仓 |
| V先锋领航·SMALLVBR |
| 9.62% | 8.2% | $2,327.2万 | 9.6万股 | $2,057.5万 | 9.5万股 | +1,066股+1.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.57% | 7.32% | $2,072.9万 | 29.1万股 | $1,835.3万 | 28.6万股 | +4,520股+1.58% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.6% | 5.73% | $1,597.1万 | 26.8万股 | $1,437.1万 | 26.6万股 | +1,672股+0.63% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.59% | 6.1% | $1,594.7万 | 27.4万股 | $1,530.3万 | 26.1万股 | +1.3万股+4.82% | 加仓 |
| V先锋领航·TOTALBND |
| 6.1% | 5.61% | $1,476.4万 | 20.1万股 | $1,408.6万 | 19.1万股 | +9,843股+5.15% | 加仓 |
微软MSFT |
| 5.29% | 6.1% | $1,279.2万 | 3.4万股 | $1,530.5万 | 4.1万股 | -7,052股-17.06% | 减仓 |
| V先锋领航全球基金VDE |
| 5.27% | 5.86% | $1,275.0万 | 8.5万股 | $1,470.6万 | 8.5万股 | -57股-0.07% | 减仓 |
| V先锋领航指数基金VNQ |
| 4.63% | 4.06% | $1,121.2万 | 11.6万股 | $1,018.2万 | 11.5万股 | +1,482股+1.29% | 加仓 |
| V先锋领航·HEALTHVHT |
| 4.6% | 3.98% | $1,113.9万 | 3.7万股 | $997.8万 | 3.7万股 | +615股+1.68% | 加仓 |
| V先锋领航·MIDVO |
| 4.46% | 3.85% | $1,078.4万 | 13.4万股 | $964.8万 | 3.4万股 | +10.0万股+298.39% | 加仓 |
| V先锋领航全球基金VDC |
| 4.11% | 3.86% | $995.7万 | 4.4万股 | $967.7万 | 4.3万股 | +1,073股+2.49% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.32% | 3.22% | $804.1万 | 16.0万股 | $808.8万 | 16.2万股 | -1,854股-1.14% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.85% | 1.6% | $446.6万 | 5.3万股 | $400.4万 | 5.3万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VAW |
| 1.09% | 1.04% | $264.3万 | 1.2万股 | $260.2万 | 1.2万股 | +1股+0.01% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.94% | 0.79% | $228.4万 | 3,059股 | $198.9万 | 3,059股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.84% | 0.81% | $203.9万 | 4.1万股 | $204.0万 | 4.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.87% | $183.4万 | 5,191股 | $219.3万 | 7,644股 | -2,453股-32.09% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.51% | 0.53% | $123.5万 | 1.6万股 | $132.6万 | 1.7万股 | -1,080股-6.28% | 减仓 |
亚马逊AMZN |
| 0.51% | 2.09% | $123.0万 | 5,162股 | $525.3万 | 2.5万股 | -2.0万股-79.53% | 减仓 |
英伟达NVDA |
| 0.37% | 0.44% | $90.3万 | 4,511股 | $109.8万 | 6,296股 | -1,785股-28.35% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.33% | 0.28% | $80.3万 | 5,116股 | $69.8万 | 5,046股 | +70股+1.39% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.31% | 0.33% | $74.0万 | 1.5万股 | $83.5万 | 1.7万股 | -2,098股-12.07% | 减仓 |
苹果AAPL |
| 0.22% | 1.53% | $52.1万 | 1,799股 | $384.7万 | 1.5万股 | -1.3万股-88.13% | 减仓 |
阿里巴巴BABA |
| 0.17% | 0.24% | $41.9万 | 4,361股 | $59.5万 | 4,744股 | -383股-8.07% | 减仓 |
VisaV |
| 0.15% | 0.11% | $36.1万 | 1,053股 | $28.3万 | 938股 | +115股+12.26% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.12% | 0.13% | $29.4万 | 6,100股 | $31.6万 | 6,524股 | -424股-6.50% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.09% | 0.09% | $20.7万 | 2,653股 | $22.7万 | 2,895股 | -242股-8.36% | 减仓 |