| G通用动力VTI |
| 14.72% | 13.29% | $2,602.6万 | 7.0万股 | $2,125.9万 | 6.6万股 | +4,067股+6.14% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.49% | 5.03% | $971.1万 | 13.6万股 | $804.2万 | 12.5万股 | +1.1万股+8.61% | 加仓 |
 苹果AAPL |
| 4.31% | 4.26% | $761.5万 | 2.6万股 | $681.6万 | 2.7万股 | -540股-2.01% | 减仓 |
 谷歌AGOOGL |
| 3.46% | 3.13% | $611.1万 | 1.7万股 | $501.5万 | 1.7万股 | -339股-1.94% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.44% | 4.26% | $608.1万 | 7.7万股 | $680.9万 | 8.6万股 | -8,959股-10.43% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.38% | 3.71% | $597.3万 | 12.3万股 | $593.0万 | 12.3万股 | -88股-0.07% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.08% | 3.76% | $545.0万 | 6.6万股 | $602.3万 | 7.3万股 | -6,843股-9.40% | 减仓 |
 微软MSFT |
| 2.89% | 2.89% | $510.8万 | 1.4万股 | $462.4万 | 1.2万股 | +1,201股+9.61% | 加仓 |
 亚马逊AMZN |
| 2.78% | 2.85% | $491.0万 | 2.1万股 | $456.7万 | 2.2万股 | -1,328股-6.06% | 减仓 |
| S嘉信策略信托SCHR |
| 2.42% | 3.18% | $427.1万 | 17.3万股 | $508.1万 | 20.4万股 | -3.1万股-15.10% | 减仓 |
 好市多COST |
| 2.25% | 2.65% | $398.3万 | 4,258股 | $423.6万 | 4,251股 | +7股+0.16% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.7% | 1.95% | $300.5万 | 7.7万股 | $312.2万 | 8.9万股 | -1.2万股-13.04% | 减仓 |
| IiShares安硕信托IVV |
| 1.66% | 1.6% | $294.3万 | 3,930股 | $256.1万 | 3,921股 | +9股+0.23% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.59% | 1.72% | $280.7万 | 6.9万股 | $275.3万 | 8.0万股 | -1.1万股-13.31% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.52% | 2.02% | $269.3万 | 11.2万股 | $323.9万 | 13.3万股 | -2.2万股-16.42% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.1% | 1.08% | $195.1万 | 3,735股 | $172.5万 | 3,724股 | +11股+0.30% | 加仓 |
 强生JNJ |
| 1.07% | 1.18% | $188.4万 | 7,419股 | $188.7万 | 7,721股 | -302股-3.91% | 减仓 |
 沃尔玛WMT |
| 1% | 1.23% | $176.0万 | 1.6万股 | $196.6万 | 1.6万股 | -279股-1.76% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.93% | 1% | $163.8万 | 2,193股 | $159.9万 | 2,459股 | -266股-10.82% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 0.89% | 1.54% | $158.0万 | 2.9万股 | $247.1万 | 4.7万股 | -1.8万股-37.44% | 减仓 |
 宝洁PG |
| 0.88% | 1.09% | $155.9万 | 1.1万股 | $174.8万 | 1.2万股 | -1,474股-12.18% | 减仓 |
 VisaV |
| 0.86% | 0.9% | $151.5万 | 4,417股 | $144.7万 | 4,787股 | -370股-7.73% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.84% | 0.87% | $148.8万 | 2.8万股 | $139.8万 | 2.7万股 | +1,500股+5.60% | 加仓 |
| S道富SPYM |
| 0.82% | 0.79% | $145.0万 | 1.7万股 | $126.1万 | 1.6万股 | +35股+0.21% | 加仓 |
 英伟达NVDA |
| 0.82% | 0.87% | $144.5万 | 7,220股 | $138.4万 | 7,938股 | -718股-9.05% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.82% | 0.79% | $144.4万 | 3,527股 | $127.0万 | 3,561股 | -34股-0.95% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.81% | 0.86% | $143.5万 | 5.0万股 | $137.1万 | 5.2万股 | -2,066股-4.00% | 减仓 |
 SYSCO COMSYY |
| 0.81% | 0.66% | $142.9万 | 1.7万股 | $105.7万 | 1.5万股 | +2,280股+15.39% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.8% | 0.76% | $141.9万 | 4.9万股 | $121.4万 | 4.8万股 | +639股+1.32% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.8% | 0.97% | $141.4万 | 3.5万股 | $155.4万 | 3.9万股 | -4,167股-10.58% | 减仓 |
 艺康ECL |
| 0.79% | 0.79% | $139.4万 | 5,004股 | $125.7万 | 4,724股 | +280股+5.93% | 加仓 |
 埃克森美孚XOM |
| 0.78% | 1.14% | $138.4万 | 1.0万股 | $181.9万 | 1.1万股 | -599股-5.59% | 减仓 |
| WWisdomTree信托AGGY |
| 0.76% | — | $134.9万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| AAvantis·U SAVUV |
| 0.75% | 0.56% | $132.8万 | 1.1万股 | $89.5万 | 8,101股 | +2,546股+31.43% | 加仓 |
| IiShares安硕信托GVI |
| 0.69% | 0.71% | $122.7万 | 1.1万股 | $113.6万 | 1.1万股 | +704股+6.58% | 加仓 |
 AFLAC COMAFL |
| 0.68% | 0.7% | $120.7万 | 1.0万股 | $112.4万 | 1.0万股 | +55股+0.54% | 加仓 |
 摩根大通JPM |
| 0.64% | 0.34% | $113.7万 | 3,474股 | $54.8万 | 1,864股 | +1,610股+86.37% | 加仓 |
| WWisdomTree信托MTGP |
| 0.61% | — | $108.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.6% | 0.35% | $106.1万 | 3,531股 | $56.0万 | 2,257股 | +1,274股+56.45% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.58% | 0.73% | $102.4万 | 1.9万股 | $117.3万 | 1.9万股 | +135股+0.71% | 加仓 |
 伊顿ETN |
| 0.57% | 0.56% | $100.2万 | 2,352股 | $89.4万 | 2,499股 | -147股-5.88% | 减仓 |
 思科CSCO |
| 0.54% | 0.39% | $95.8万 | 8,159股 | $62.2万 | 8,010股 | +149股+1.86% | 加仓 |
| T赛默飞世尔TMO |
| 0.52% | 0.75% | $92.6万 | 1,846股 | $120.5万 | 2,451股 | -605股-24.68% | 减仓 |
 艾伯维ABBV |
| 0.5% | 0.23% | $88.2万 | 3,505股 | $37.3万 | 1,717股 | +1,788股+104.14% | 加仓 |
 宣伟SHW |
| 0.5% | 0.52% | $88.1万 | 2,560股 | $83.5万 | 2,606股 | -46股-1.77% | 减仓 |
 贝莱德·INC COMBLK |
| 0.49% | 0.46% | $87.1万 | 906股 | $73.4万 | 764股 | +142股+18.59% | 加仓 |
 林德LIN |
| 0.48% | 0.42% | $85.3万 | 1,644股 | $66.9万 | 1,350股 | +294股+21.78% | 加仓 |
 科磊KLAC |
| 0.48% | 0.27% | $85.1万 | 2,822股 | $43.1万 | 293股 | +2,529股+863.14% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.48% | 0.52% | $84.5万 | 1.7万股 | $83.9万 | 1.7万股 | -112股-0.67% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.46% | 0.32% | $82.0万 | 7,956股 | $50.6万 | 5,067股 | +2,889股+57.02% | 加仓 |
