| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 16.62% | 15.86% | $2,778.0万 | 31.6万股 | $2,300.2万 | 6.3万股 | +25.3万股+404.80% | 加仓 |
| V先锋领航·FTSEVEA |
| 16.36% | 15.94% | $2,734.8万 | 38.4万股 | $2,313.0万 | 36.1万股 | +2.3万股+6.34% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 13.67% | 14.1% | $2,283.9万 | 9.7万股 | $2,045.9万 | 9.5万股 | +1,391股+1.46% | 加仓 |
| V先锋领航全球基金MGV |
| 7.76% | 7.25% | $1,296.2万 | 7.9万股 | $1,051.1万 | 7.3万股 | +6,791股+9.37% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.39% | 6.34% | $1,067.5万 | 31.5万股 | $920.3万 | 31.6万股 | -451股-0.14% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.27% | 4.46% | $714.1万 | 6.9万股 | $646.6万 | 6.7万股 | +2,171股+3.26% | 加仓 |
| V先锋领航·MIDVO |
| 3.99% | 4.01% | $667.4万 | 8.3万股 | $582.4万 | 2.0万股 | +6.3万股+308.41% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.7% | 4.23% | $618.0万 | 11.8万股 | $613.1万 | 11.7万股 | +1,269股+1.09% | 加仓 |
| IiShares安硕·COREIJR |
| 3.39% | 3.09% | $567.3万 | 3.8万股 | $447.9万 | 3.6万股 | +2,226股+6.18% | 加仓 |
| IiShares安硕IEMG |
| 2.87% | 2.67% | $478.8万 | 5.8万股 | $387.7万 | 5.6万股 | +2,213股+3.98% | 加仓 |
| V先锋领航指数基金VTV |
| 2.85% | 2.98% | $475.6万 | 2.2万股 | $432.3万 | 2.2万股 | -210股-0.95% | 减仓 |
| IiShares安硕·COREIJH |
| 1.73% | 1.86% | $289.6万 | 3.8万股 | $269.2万 | 4.0万股 | -2,298股-5.77% | 减仓 |
| IiShares安硕信托USXF |
| 1.54% | 1.36% | $256.6万 | 3.7万股 | $197.0万 | 3.6万股 | +1,263股+3.54% | 加仓 |
| EETFS GOLD TRSGOL |
| 1.43% | 1.73% | $239.0万 | 6.3万股 | $251.6万 | 5.6万股 | +6,112股+10.84% | 加仓 |
| IiShares安硕信托STIP |
| 1.29% | 1.32% | $216.1万 | 2.1万股 | $191.3万 | 1.8万股 | +2,659股+14.38% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.02% | 1.09% | $171.0万 | 7,531股 | $158.5万 | 7,508股 | +23股+0.31% | 加仓 |
| V先锋领航指数基金VB |
| 1.01% | 1% | $168.6万 | 5,562股 | $145.3万 | 5,547股 | +15股+0.27% | 加仓 |
| CCOLUMBIA ETF TR IEQIN |
| 0.88% | 0.94% | $147.3万 | 2.9万股 | $136.9万 | 2.8万股 | +846股+3.04% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.88% | 0.83% | $147.1万 | 1.8万股 | $120.3万 | 1.7万股 | +1,096股+6.54% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.76% | $127.1万 | 1,703股 | $110.7万 | 1,703股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.7% | 0.95% | $117.1万 | 3,178股 | $137.6万 | 3,197股 | -19股-0.59% | 减仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.54% | $87.5万 | 1,275股 | $78.3万 | 1,310股 | -35股-2.67% | 减仓 |
| V先锋领航指数基金VUG |
| 0.52% | 0.54% | $86.5万 | 1.0万股 | $77.9万 | 1,784股 | +8,258股+462.89% | 加仓 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 0.51% | 0.71% | $84.9万 | 4,684股 | $103.6万 | 4,738股 | -54股-1.14% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.45% | 0.48% | $74.5万 | 3,770股 | $69.2万 | 3,753股 | +17股+0.45% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.33% | 0.37% | $55.9万 | 1.2万股 | $54.1万 | 1.2万股 | +25股+0.22% | 加仓 |
| S嘉信策略信托SCHM |
| 0.33% | 0.32% | $55.5万 | 1.5万股 | $46.4万 | 1.5万股 | +44股+0.29% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.3% | 0.34% | $49.4万 | 1.6万股 | $49.0万 | 1.6万股 | +149股+0.91% | 加仓 |
| PPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDEMNT |
| 0.29% | 0.44% | $48.7万 | 4,918股 | $64.0万 | 6,470股 | -1,552股-23.99% | 减仓 |
| V先锋领航指数基金VOT |
| 0.27% | 0.26% | $45.4万 | 1,482股 | $38.1万 | 1,481股 | +1股+0.07% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.27% | 0.25% | $44.3万 | 3,726股 | $36.5万 | 3,726股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.25% | 0.27% | $41.9万 | 4,337股 | $39.5万 | 4,368股 | -31股-0.71% | 减仓 |
| S道富SPIB |
| 0.25% | 0.29% | $41.7万 | 1.2万股 | $41.5万 | 1.2万股 | +84股+0.68% | 加仓 |
 苹果AAPL |
| 0.23% | 0.24% | $39.3万 | 1,357股 | $34.4万 | 1,356股 | +1股+0.07% | 加仓 |
| IiShares安硕信托SUSB |
| 0.23% | 0.27% | $38.2万 | 1.5万股 | $38.9万 | 1.6万股 | -236股-1.52% | 减仓 |
| S道富SPYM |
| 0.21% | 0.22% | $35.2万 | 4,006股 | $31.8万 | 4,157股 | -151股-3.63% | 减仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 0.2% | 0.22% | $33.7万 | 4,572股 | $32.2万 | 4,572股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.2% | 0.18% | $33.0万 | 923股 | $26.5万 | 922股 | +1股+0.11% | 加仓 |
 微软MSFT |
| 0.18% | 0.21% | $30.3万 | 813股 | $30.0万 | 811股 | +2股+0.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.17% | $30.2万 | 856股 | $24.5万 | 855股 | +1股+0.12% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.17% | 0.17% | $28.3万 | 2,283股 | $24.3万 | 571股 | +1,712股+299.82% | 加仓 |
 特斯拉TSLA |
| 0.15% | 0.15% | $25.1万 | 597股 | $22.2万 | 597股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.15% | 0.15% | $25.0万 | 8,495股 | $21.7万 | 8,474股 | +21股+0.25% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.15% | — | $24.4万 | 1,578股 | $0 | 0股 | +1,578股 | 新买入 |
| S嘉信·USSCHA |
| 0.14% | — | $23.9万 | 6,605股 | $0 | 0股 | +6,605股 | 新买入 |
 CVS健康CVS |
| 0.14% | 0.28% | $23.7万 | 2,295股 | $40.4万 | 5,632股 | -3,337股-59.25% | 减仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.14% | 0.16% | $23.4万 | 9,472股 | $22.8万 | 9,213股 | +259股+2.81% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.12% | — | $20.3万 | 3,900股 | $0 | 0股 | +3,900股 | 新买入 |
