| V先锋领航STAR基金VXUS |
| 18.09% | 15.46% | $3,430.2万 | 66.3万股 | $2,557.4万 | 55.9万股 | +10.4万股+18.70% | 加仓 |
| V先锋领航债券指数基金BSV |
| 7.15% | — | $1,357.0万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 6.59% | 0.65% | $1,249.7万 | 16.6万股 | $107.0万 | 1.4万股 | +15.2万股+1,054.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.37% | 5.94% | $1,018.2万 | 2.7万股 | $981.7万 | 2.7万股 | -861股-3.13% | 减仓 |
| G通用动力VTI |
| 4.54% | 4.98% | $861.4万 | 4.5万股 | $823.9万 | 4.6万股 | -855股-1.86% | 减仓 |
| PProShares信托REGL |
| 4.45% | 4.32% | $843.9万 | 11.8万股 | $715.0万 | 11.1万股 | +6,967股+6.28% | 加仓 |
| PProShares信托NOBL |
| 3.88% | 3.35% | $735.5万 | 8.2万股 | $554.1万 | 6.9万股 | +1.2万股+17.95% | 加仓 |
| IiShares安硕信托IEFA |
| 3.85% | 3.79% | $731.0万 | 11.9万股 | $627.5万 | 11.9万股 | -542股-0.45% | 减仓 |
| V先锋领航·TOTALBND |
| 3.38% | 9.04% | $640.5万 | 8.9万股 | $1,494.7万 | 21.0万股 | -12.0万股-57.45% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.73% | 2.6% | $518.2万 | 12.3万股 | $430.8万 | 11.8万股 | +4,997股+4.22% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 2.61% | 2.45% | $494.2万 | 12.3万股 | $404.7万 | 10.1万股 | +2.3万股+22.54% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.48% | 3.08% | $471.2万 | 2.7万股 | $509.4万 | 3.1万股 | -3,868股-12.52% | 减仓 |
| IiShares安硕信托IVV |
| 2.27% | 2.53% | $429.8万 | 1.1万股 | $418.1万 | 1.2万股 | -471股-4.04% | 减仓 |
| V先锋领航·MIDVO |
| 2.25% | 2.36% | $426.4万 | 2.1万股 | $391.0万 | 2.1万股 | +118股+0.57% | 加仓 |
| IiShares安硕信托AGG |
| 2.23% | 2.11% | $422.3万 | 4.4万股 | $349.0万 | 3.6万股 | +7,312股+20.18% | 加仓 |
| IISHARES MSCI EUROZONE USD HEDGEDHEZU |
| 1.77% | 3.84% | $335.6万 | 12.1万股 | $634.5万 | 22.0万股 | -9.9万股-45.06% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.62% | 1.71% | $308.2万 | 2.2万股 | $283.1万 | 2.2万股 | -421股-1.89% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.47% | 1.5% | $278.8万 | 2.2万股 | $248.7万 | 2.2万股 | -22股-0.10% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.31% | 1.29% | $249.1万 | 3.8万股 | $212.6万 | 3.8万股 | +1股+0.00% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.27% | 1.78% | $240.8万 | 4.1万股 | $294.7万 | 5.1万股 | -9,363股-18.52% | 减仓 |
| IiShares安硕信托IXUS |
| 1.24% | 1.22% | $236.0万 | 4.1万股 | $201.7万 | 4.0万股 | +1,163股+2.94% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.17% | 1.19% | $221.8万 | 1.5万股 | $197.4万 | 1.5万股 | +1股+0.01% | 加仓 |
| IiShares安硕信托EEM |
| 1.13% | 1.53% | $213.5万 | 5.6万股 | $252.7万 | 7.2万股 | -1.6万股-22.24% | 减仓 |
| IiShares安硕信托GVI |
| 1.06% | 0.72% | $200.8万 | 1.9万股 | $118.6万 | 1.2万股 | +7,468股+64.62% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.04% | 0.8% | $197.4万 | 2.3万股 | $132.2万 | 1.6万股 | +7,210股+44.39% | 加仓 |
| IiShares安硕·COREIJR |
| 1.02% | 1.11% | $193.2万 | 2.0万股 | $183.9万 | 2.1万股 | -684股-3.24% | 减仓 |
 苹果AAPL |
| 0.95% | 1.24% | $180.4万 | 1.4万股 | $205.7万 | 1.5万股 | -998股-6.71% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.87% | 1.52% | $165.9万 | 4.3万股 | $251.2万 | 6.9万股 | -2.6万股-38.18% | 减仓 |
| IiShares安硕·COREIJH |
| 0.85% | 0.94% | $161.3万 | 6,669股 | $155.7万 | 7,103股 | -434股-6.11% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.85% | 1.23% | $161.2万 | 2.2万股 | $203.7万 | 2.8万股 | -6,120股-22.05% | 减仓 |
| V先锋领航指数基金VB |
| 0.71% | 0.7% | $134.4万 | 7,323股 | $115.8万 | 6,774股 | +549股+8.10% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.62% | 0.67% | $118.4万 | 2.9万股 | $110.0万 | 2.9万股 | -172股-0.60% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.6% | 0.54% | $113.8万 | 2.3万股 | $89.0万 | 2.0万股 | +2,625股+13.08% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.55% | 0.58% | $104.1万 | 1.5万股 | $95.9万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.54% | 5.1% | $102.4万 | 9,619股 | $843.2万 | 8.0万股 | -7.1万股-88.03% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.54% | 0.61% | $102.3万 | 1.3万股 | $101.1万 | 1.3万股 | -162股-1.21% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.51% | 0.47% | $96.8万 | 8,942股 | $77.2万 | 8,138股 | +804股+9.88% | 加仓 |
| MMEDICAL PROPERTIES TRUSTMPT |
| 0.42% | — | $80.4万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| V先锋领航指数基金VNQ |
| 0.42% | 0.43% | $79.2万 | 9,599股 | $70.8万 | 8,827股 | +772股+8.75% | 加仓 |
| S嘉信策略信托SCHD |
| 0.4% | 0.4% | $75.8万 | 1.0万股 | $66.7万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.37% | 0.47% | $71.0万 | 1.2万股 | $77.6万 | 1.3万股 | -1,151股-8.57% | 减仓 |
 雷神技术RTX |
| 0.33% | 0.31% | $62.7万 | 6,208股 | $50.8万 | 6,208股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.32% | $61.3万 | 1,986股 | $53.0万 | 1,986股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.3% | 0.31% | $57.2万 | 1.7万股 | $50.7万 | 1.7万股 | +5股+0.03% | 加仓 |
 CHUBB LIMITEDCB |
| 0.29% | 0.27% | $55.0万 | 2,494股 | $45.4万 | 2,494股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.28% | 0.13% | $52.3万 | 1,490股 | $21.5万 | 655股 | +835股+127.48% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.21% | 0.15% | $40.6万 | 1,168股 | $25.5万 | 800股 | +368股+46.00% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.21% | 0.28% | $39.9万 | 6,072股 | $46.9万 | 8,348股 | -2,276股-27.26% | 减仓 |
 CARRIER GLOBALCARR |
| 0.19% | 0.19% | $35.8万 | 8,674股 | $30.8万 | 8,674股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.18% | 0.18% | $34.5万 | 1,092股 | $29.7万 | 1,076股 | +16股+1.49% | 加仓 |
