| G通用动力VTI |
| 21.94% | 22.19% | $5,701.6万 | 15.4万股 | $4,954.9万 | 15.4万股 | -370股-0.24% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 9.49% | 10.04% | $2,465.6万 | 10.4万股 | $2,242.4万 | 10.4万股 | -66股-0.06% | 减仓 |
| V先锋领航STAR基金VXUS |
| 8.92% | 9.39% | $2,318.0万 | 27.1万股 | $2,096.3万 | 27.2万股 | -711股-0.26% | 减仓 |
 Bloom EnergyBE |
| 7.92% | 4.69% | $2,058.4万 | 6.8万股 | $1,048.1万 | 7.7万股 | -9,353股-12.09% | 减仓 |
| V先锋领航·SMALLVBR |
| 6.87% | 7.22% | $1,784.2万 | 7.3万股 | $1,612.4万 | 7.4万股 | -795股-1.07% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 6.25% | 6.79% | $1,623.0万 | 34.7万股 | $1,516.0万 | 32.3万股 | +2.4万股+7.38% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 4.93% | 5.41% | $1,279.9万 | 8.3万股 | $1,208.7万 | 8.3万股 | +48股+0.06% | 加仓 |
| V先锋领航指数基金VOO |
| 4.4% | 4.48% | $1,143.1万 | 1.7万股 | $999.5万 | 1.7万股 | -84股-0.50% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.81% | 4.14% | $990.8万 | 12.0万股 | $923.3万 | 11.2万股 | +8,308股+7.45% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.16% | 3.49% | $820.2万 | 16.3万股 | $779.7万 | 15.6万股 | +7,188股+4.60% | 加仓 |
| V先锋领航指数基金VTV |
| 2.99% | 3.15% | $776.5万 | 3.6万股 | $703.1万 | 3.6万股 | -208股-0.58% | 减仓 |
| V先锋领航指数基金VUG |
| 2.35% | 2.31% | $611.1万 | 7.1万股 | $516.5万 | 1.2万股 | +5.9万股+499.98% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.51% | 1.59% | $391.3万 | 6.6万股 | $355.2万 | 6.6万股 | -173股-0.26% | 减仓 |
| EEA SERIES TRUSTAAUA |
| 1.38% | 1.38% | $359.4万 | 6.3万股 | $309.0万 | 6.3万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 1.34% | 1.53% | $348.6万 | 6.5万股 | $341.0万 | 6.5万股 | -69股-0.11% | 减仓 |
| V先锋领航指数基金VXF |
| 1.33% | 1.33% | $346.9万 | 1.4万股 | $297.8万 | 1.4万股 | -383股-2.65% | 减仓 |
| DDimensional维度·USDFUV |
| 1.16% | 1.2% | $300.6万 | 5.5万股 | $268.6万 | 5.5万股 | -777股-1.40% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.08% | 1.12% | $281.1万 | 3.9万股 | $250.9万 | 3.9万股 | +295股+0.75% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.91% | 0.96% | $235.6万 | 2.8万股 | $214.5万 | 2.9万股 | -439股-1.54% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.84% | 0.9% | $219.2万 | 2.3万股 | $201.1万 | 2.3万股 | +58股+0.26% | 加仓 |
 博通AVGO |
| 0.81% | — | $211.5万 | 5,600股 | $0 | 0股 | +5,600股 | 新买入 |
| DDimensional维度ETF信托DUSB |
| 0.56% | 0.63% | $144.3万 | 2.8万股 | $141.0万 | 2.8万股 | +612股+2.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.65% | $138.5万 | 2,768股 | $145.6万 | 3,038股 | -270股-8.89% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.53% | 0.53% | $138.2万 | 1.7万股 | $119.2万 | 1.7万股 | +166股+1.00% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.49% | 0.47% | $128.0万 | 9,678股 | $105.1万 | 9,364股 | +314股+3.35% | 加仓 |
 特斯拉TSLA |
| 0.45% | 0.46% | $116.8万 | 2,778股 | $103.5万 | 2,783股 | -5股-0.18% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.42% | 0.51% | $109.9万 | 1.5万股 | $113.1万 | 1.5万股 | -416股-2.78% | 减仓 |
| EEA SERIES TRUSTAAEQ |
| 0.41% | 0.41% | $105.6万 | 2.0万股 | $92.3万 | 2.0万股 | 00.00% | 持仓不变 |
| SSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFIBND |
| 0.3% | 0.35% | $77.9万 | 2.5万股 | $78.9万 | 2.5万股 | -415股-1.63% | 减仓 |
| SSPDR道富系列信托BWX |
| 0.3% | 0.36% | $77.7万 | 3.6万股 | $79.3万 | 3.6万股 | -286股-0.79% | 减仓 |
| SSPDR道富系列信托EBND |
| 0.29% | 0.35% | $76.1万 | 3.6万股 | $78.5万 | 3.8万股 | -1,678股-4.41% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 0.28% | 0.28% | $74.0万 | 1.7万股 | $62.0万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.23% | 0.23% | $60.0万 | 1,978股 | $51.8万 | 1,978股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VNQI |
| 0.21% | 0.24% | $54.2万 | 1.2万股 | $53.7万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.18% | 0.19% | $48.0万 | 9,643股 | $42.7万 | 8,585股 | +1,058股+12.32% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.17% | 0.19% | $44.0万 | 5,543股 | $43.4万 | 4,684股 | +859股+18.34% | 加仓 |
 苹果AAPL |
| 0.17% | 0.17% | $43.6万 | 1,507股 | $38.2万 | 1,507股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.17% | 0.18% | $43.5万 | 1.1万股 | $39.3万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBNDX |
| 0.13% | 0.13% | $34.9万 | 7,213股 | $30.1万 | 6,268股 | +945股+15.08% | 加仓 |
 英伟达NVDA |
| 0.13% | — | $33.4万 | 1,670股 | $0 | 0股 | +1,670股 | 新买入 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.12% | — | $31.1万 | 4,673股 | $0 | 0股 | +4,673股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.1% | — | $25.4万 | 2,128股 | $0 | 0股 | +2,128股 | 新买入 |
| DDimensional维度ETF信托DISV |
| 0.1% | 0.11% | $25.3万 | 6,297股 | $24.8万 | 6,297股 | 00.00% | 持仓不变 |
| WWEST COAST CMNTY BANCORPWCCB |
| 0.09% | 0.1% | $23.2万 | 4,648股 | $22.1万 | 4,648股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.09% | 0.1% | $22.9万 | 1,562股 | $23.0万 | 1,562股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 0.09% | — | $22.4万 | 4,190股 | $0 | 0股 | +4,190股 | 新买入 |
 亚马逊AMZN |
| 0.08% | — | $21.4万 | 899股 | $0 | 0股 | +899股 | 新买入 |
