| V先锋领航·FTSEVEA |
| 9.73% | 9.84% | $5,327.8万 | 75.6万股 | $4,682.7万 | 73.1万股 | +2.5万股+3.48% | 加仓 |
| G通用动力VTI |
| 9.63% | 9.26% | $5,269.3万 | 14.3万股 | $4,408.6万 | 13.7万股 | +5,497股+4.00% | 加仓 |
| V先锋领航指数基金VOO |
| 6.98% | 6.79% | $3,817.5万 | 5.6万股 | $3,229.8万 | 5.4万股 | +1,556股+2.88% | 加仓 |
| IiShares安硕信托IWV |
| 6.15% | 6.06% | $3,363.2万 | 7.9万股 | $2,886.1万 | 7.8万股 | +1,318股+1.69% | 加仓 |
| V先锋领航·SMALLVBR |
| 3.92% | 3.9% | $2,145.7万 | 8.8万股 | $1,857.8万 | 8.6万股 | +2,509股+2.93% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.85% | 3.97% | $2,109.0万 | 35.9万股 | $1,890.4万 | 35.0万股 | +8,967股+2.56% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.28% | 3.44% | $1,796.8万 | 21.3万股 | $1,637.1万 | 21.2万股 | +630股+0.30% | 加仓 |
| S嘉信策略信托SCHF |
| 3.18% | 3.19% | $1,738.7万 | 63.6万股 | $1,519.3万 | 61.4万股 | +2.2万股+3.56% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.04% | 2.99% | $1,663.1万 | 57.6万股 | $1,422.8万 | 56.7万股 | +8,827股+1.56% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.96% | 3.03% | $1,618.9万 | 32.5万股 | $1,441.4万 | 28.9万股 | +3.6万股+12.49% | 加仓 |
| IiShares安硕信托IEFA |
| 2.78% | 3.08% | $1,523.3万 | 15.7万股 | $1,465.5万 | 16.2万股 | -4,979股-3.08% | 减仓 |
| IiShares安硕信托REET |
| 2.71% | 2.66% | $1,485.7万 | 52.3万股 | $1,267.9万 | 50.4万股 | +1.9万股+3.79% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.58% | 2.33% | $1,411.0万 | 29.5万股 | $1,106.6万 | 23.0万股 | +6.5万股+28.18% | 加仓 |
| IiShares安硕信托GVI |
| 2.56% | 2.96% | $1,402.8万 | 13.2万股 | $1,407.6万 | 13.3万股 | -115股-0.09% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 2.3% | 2.4% | $1,257.4万 | 26.0万股 | $1,143.3万 | 24.5万股 | +1.6万股+6.39% | 加仓 |
| IiShares安硕信托ITOT |
| 2.27% | 2.28% | $1,244.8万 | 7.6万股 | $1,083.3万 | 7.6万股 | -90股-0.12% | 减仓 |
| V先锋领航指数基金VB |
| 2.2% | 2.22% | $1,204.7万 | 4.1万股 | $1,054.1万 | 4.0万股 | +478股+1.19% | 加仓 |
| IiShares安硕IEMG |
| 2.19% | 2.22% | $1,196.4万 | 15.2万股 | $1,057.3万 | 15.2万股 | +32股+0.02% | 加仓 |
| V先锋领航·TOTALBND |
| 2.11% | 2.17% | $1,154.4万 | 15.9万股 | $1,033.7万 | 14.0万股 | +1.9万股+13.59% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.67% | 1.87% | $916.7万 | 6.0万股 | $891.4万 | 6.1万股 | -829股-1.36% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.55% | 1.68% | $849.0万 | 10.2万股 | $800.5万 | 10.2万股 | +172股+0.17% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.45% | 1.47% | $794.0万 | 15.5万股 | $700.0万 | 14.9万股 | +6,142股+4.12% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.37% | — | $749.7万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.32% | 1.28% | $723.6万 | 6.1万股 | $609.8万 | 6.1万股 | +75股+0.12% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.22% | 1.23% | $667.6万 | 3.0万股 | $583.2万 | 3.1万股 | -696股-2.26% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.2% | 1.21% | $656.6万 | 1.9万股 | $576.4万 | 2.0万股 | -105股-0.54% | 减仓 |
| V先锋领航指数基金VV |
| 1.05% | 1.04% | $575.5万 | 1.7万股 | $497.0万 | 1.7万股 | +103股+0.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.88% | $518.3万 | 1.5万股 | $421.1万 | 1.5万股 | +479股+3.26% | 加仓 |
| SSPDR道富指数基金RWO |
| 0.86% | 0.9% | $468.8万 | 9.2万股 | $426.6万 | 9.3万股 | -1,273股-1.37% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.85% | 0.83% | $466.7万 | 3.5万股 | $396.3万 | 3.5万股 | 00.00% | 持仓不变 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.81% | 0.83% | $440.8万 | 8.7万股 | $395.9万 | 7.8万股 | +9,072股+11.60% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.72% | 0.7% | $393.6万 | 16.1万股 | $335.1万 | 15.6万股 | +5,354股+3.43% | 加仓 |
| IiShares安硕信托STIP |
| 0.68% | 0.72% | $374.6万 | 3.7万股 | $342.2万 | 3.3万股 | +3,890股+11.76% | 加仓 |
| IiShares安硕信托ITOT |
| 0.63% | 0.56% | $342.3万 | 2.1万股 | $264.3万 | 1.9万股 | +2,200股+11.77% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.52% | 0.54% | $285.2万 | 2.8万股 | $255.7万 | 2.7万股 | +861股+3.22% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.49% | 0.49% | $266.2万 | 6.0万股 | $233.0万 | 6.0万股 | 00.00% | 持仓不变 |
 REDDIT CL ARDDT |
| 0.45% | 0.49% | $244.1万 | 1.4万股 | $233.2万 | 1.7万股 | -2,995股-17.29% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.43% | 0.45% | $236.5万 | 8,642股 | $214.8万 | 9,090股 | -448股-4.93% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.4% | 0.45% | $219.8万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.38% | 0.36% | $206.4万 | 2.1万股 | $171.2万 | 1.9万股 | +1,537股+7.96% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.33% | $180.1万 | 2,410股 | $156.7万 | 2,410股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.28% | 0.19% | $153.4万 | 4,709股 | $90.8万 | 3,577股 | +1,132股+31.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.27% | $139.1万 | 2,843股 | $130.8万 | 2,729股 | +114股+4.18% | 加仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.25% | $136.7万 | 1,821股 | $118.7万 | 1,817股 | +4股+0.22% | 加仓 |
 谷歌AGOOGL |
| 0.24% | 0.21% | $131.7万 | 3,849股 | $100.9万 | 3,508股 | +341股+9.72% | 加仓 |
| S道富SPYM |
| 0.23% | 0.17% | $125.7万 | 1.4万股 | $79.5万 | 1.0万股 | +3,894股+37.47% | 加仓 |
| IiShares安硕ESGE |
| 0.21% | 0.2% | $112.8万 | 2.2万股 | $94.6万 | 2.1万股 | +843股+4.05% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.19% | 0.19% | $103.5万 | 5,279股 | $88.3万 | 5,279股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.19% | 0.17% | $103.1万 | 1.3万股 | $80.4万 | 9,712股 | +2,956股+30.44% | 加仓 |
 英伟达NVDA |
| 0.18% | 0.11% | $99.9万 | 4,709股 | $54.6万 | 3,132股 | +1,577股+50.35% | 加仓 |
