| V先锋领航指数基金VV |
| 18.06% | 19.94% | $1.67亿 | 48.5万股 | $1.47亿 | 49.2万股 | -6,960股-1.42% | 减仓 |
| SSPDR标普500 ETFSPY |
| 9.54% | 6.28% | $8,808.3万 | 11.8万股 | $4,628.2万 | 7.1万股 | +4.7万股+65.74% | 加仓 |
| AALLSPRING EXCHANGE TRADED FUAFIX |
| 5.66% | — | $5,226.0万 | 210.8万股 | $0 | 0股 | +210.8万股 | 新买入 |
| V先锋领航指数基金VXF |
| 5.46% | 5.71% | $5,042.3万 | 20.5万股 | $4,209.7万 | 20.5万股 | +241股+0.12% | 加仓 |
| V先锋领航STAR基金VXUS |
| 5.36% | 6.03% | $4,949.0万 | 57.9万股 | $4,444.8万 | 57.6万股 | +2,472股+0.43% | 加仓 |
| IiShares安硕信托AGG |
| 5.02% | 6% | $4,635.2万 | 46.8万股 | $4,424.0万 | 44.6万股 | +2.3万股+5.08% | 加仓 |
 苹果AAPL |
| 3.68% | 4.06% | $3,400.2万 | 11.8万股 | $2,990.3万 | 11.8万股 | -319股-0.27% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 2.48% | 2.46% | $2,291.3万 | 55.8万股 | $1,811.4万 | 55.1万股 | +6,268股+1.14% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.21% | 2.42% | $2,039.3万 | 70.4万股 | $1,780.9万 | 71.0万股 | -5,338股-0.75% | 减仓 |
| VVanEck Russia ETFBBH |
| 2.19% | 2.4% | $2,023.2万 | 19.5万股 | $1,765.9万 | 18.3万股 | +1.2万股+6.57% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.16% | 2.36% | $1,991.2万 | 58.8万股 | $1,740.6万 | 59.8万股 | -9,107股-1.52% | 减仓 |
| IiShares安硕信托IEFA |
| 2.12% | 2.36% | $1,955.5万 | 20.2万股 | $1,739.7万 | 19.2万股 | +1.0万股+5.36% | 加仓 |
| V先锋领航·MIDVO |
| 2% | 2.14% | $1,845.8万 | 22.9万股 | $1,579.8万 | 5.5万股 | +17.4万股+316.44% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.67% | 2.09% | $1,542.6万 | 66.7万股 | $1,542.0万 | 66.4万股 | +2,815股+0.42% | 加仓 |
| V先锋领航指数基金VB |
| 1.57% | 1.65% | $1,451.0万 | 4.8万股 | $1,214.3万 | 4.6万股 | +1,510股+3.26% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 1.44% | 1.55% | $1,325.9万 | 27.9万股 | $1,143.0万 | 27.9万股 | -491股-0.18% | 减仓 |
| V先锋领航全球基金MGV |
| 1.4% | 1.56% | $1,296.2万 | 7.9万股 | $1,153.3万 | 8.0万股 | -263股-0.33% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.4% | 1.55% | $1,288.7万 | 37.0万股 | $1,146.0万 | 37.6万股 | -5,528股-1.47% | 减仓 |
 SCHEIN HENRYHSIC |
| 1.39% | 1.54% | $1,284.3万 | 15.4万股 | $1,133.3万 | 15.4万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 1.15% | 1.28% | $1,057.9万 | 38.2万股 | $943.7万 | 38.1万股 | +614股+0.16% | 加仓 |
| S嘉信策略信托SCHM |
| 0.97% | 1.02% | $895.3万 | 24.3万股 | $752.6万 | 24.3万股 | -276股-0.11% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.94% | 1.02% | $872.4万 | 14.6万股 | $749.4万 | 13.9万股 | +7,497股+5.41% | 加仓 |
| IiShares安硕信托IXUS |
| 0.91% | 1.04% | $840.3万 | 8.8万股 | $766.6万 | 8.8万股 | -433股-0.49% | 减仓 |
| IiShares安硕信托IWS |
| 0.84% | 0.96% | $775.6万 | 4.7万股 | $704.4万 | 4.8万股 | -1,213股-2.51% | 减仓 |
 谷歌AGOOGL |
| 0.83% | 0.84% | $764.9万 | 2.1万股 | $615.5万 | 2.1万股 | +2股+0.01% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.73% | 0.76% | $670.8万 | 7.3万股 | $563.3万 | 7.4万股 | -564股-0.76% | 减仓 |
| S嘉信·USSCHA |
| 0.72% | 0.73% | $669.3万 | 18.5万股 | $538.5万 | 18.5万股 | +61股+0.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.71% | 0.78% | $655.4万 | 8,752股 | $577.5万 | 8,842股 | -90股-1.02% | 减仓 |
| IiShares安硕IEMG |
| 0.7% | 0.74% | $643.3万 | 7.8万股 | $546.8万 | 7.8万股 | -738股-0.94% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.64% | 0.72% | $589.9万 | 8.3万股 | $532.5万 | 8.3万股 | -304股-0.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.58% | $520.8万 | 1.5万股 | $428.5万 | 1.5万股 | -195股-1.31% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.52% | 0.62% | $482.7万 | 10.3万股 | $455.8万 | 9.7万股 | +6,018股+6.22% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.52% | 0.63% | $476.0万 | 9.6万股 | $467.1万 | 9.4万股 | +1,846股+1.97% | 加仓 |
| G通用动力VTI |
| 0.51% | 0.56% | $474.4万 | 1.3万股 | $414.4万 | 1.3万股 | -96股-0.74% | 减仓 |
 礼来LLY |
| 0.48% | 0.46% | $440.4万 | 3,672股 | $337.7万 | 3,672股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.48% | 0.52% | $440.0万 | 1.0万股 | $383.3万 | 1.0万股 | +150股+1.45% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.49% | $429.6万 | 2.1万股 | $363.9万 | 2.1万股 | +607股+2.91% | 加仓 |
| IiShares安硕信托IMCG |
| 0.45% | 0.46% | $415.5万 | 4.2万股 | $342.1万 | 4.3万股 | -1,170股-2.69% | 减仓 |
 微软MSFT |
| 0.41% | 0.53% | $382.1万 | 1.0万股 | $389.2万 | 1.1万股 | -270股-2.57% | 减仓 |
 摩根大通JPM |
| 0.39% | 0.45% | $360.5万 | 1.1万股 | $333.2万 | 1.1万股 | -315股-2.78% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.38% | 0.43% | $351.3万 | 4.3万股 | $315.3万 | 4.0万股 | +2,486股+6.18% | 加仓 |
| VVictory组合IIJCPB |
| 0.38% | 0.47% | $351.1万 | 7.5万股 | $345.5万 | 7.3万股 | +1,474股+2.01% | 加仓 |
| IiShares安硕信托NYF |
| 0.36% | 0.52% | $331.7万 | 6.2万股 | $383.9万 | 7.2万股 | -1.1万股-14.87% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.35% | 0.38% | $324.9万 | 1.2万股 | $282.8万 | 1.2万股 | -88股-0.74% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.39% | $317.6万 | 1.3万股 | $287.6万 | 1.4万股 | -485股-3.51% | 减仓 |
 家得宝HD |
| 0.34% | 0.39% | $315.2万 | 8,937股 | $285.1万 | 8,668股 | +269股+3.10% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.34% | $292.5万 | 2.4万股 | $252.1万 | 5,913股 | +1.8万股+298.39% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.35% | $258.9万 | 5,173股 | $256.9万 | 5,361股 | -188股-3.51% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.26% | 0.3% | $236.7万 | 2.3万股 | $218.9万 | 2.3万股 | +251股+1.11% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.24% | 0.29% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
