| V先锋领航全球基金VGT |
| 19.06% | 15.88% | $1.66亿 | 139.0万股 | $1.13亿 | 16.3万股 | +122.7万股+754.63% | 加仓 |
| V先锋领航指数基金VOO |
| 14.92% | 15.1% | $1.30亿 | 18.9万股 | $1.08亿 | 18.1万股 | +8,626股+4.77% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 12.94% | 13.59% | $1.13亿 | 389.4万股 | $9,711.8万 | 386.9万股 | +2.5万股+0.64% | 加仓 |
| V先锋领航全球基金VDC |
| 11.41% | 14.11% | $9,941.5万 | 44.1万股 | $1.01亿 | 44.9万股 | -8,085股-1.80% | 减仓 |
| V先锋领航全球基金VIS |
| 6.14% | 6.22% | $5,355.2万 | 14.9万股 | $4,444.2万 | 14.2万股 | +6,255股+4.39% | 加仓 |
| G通用动力VTI |
| 4.57% | 4.66% | $3,982.2万 | 10.8万股 | $3,333.4万 | 10.4万股 | +3,709股+3.57% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.13% | 3.52% | $2,723.6万 | 11.5万股 | $2,516.8万 | 11.7万股 | -1,922股-1.64% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.75% | 2.37% | $2,393.5万 | 70.7万股 | $1,695.2万 | 58.2万股 | +12.5万股+21.54% | 加仓 |
| SSPDR道富系列信托SPTM |
| 2.47% | 2.65% | $2,154.7万 | 23.7万股 | $1,897.6万 | 24.0万股 | -2,688股-1.12% | 减仓 |
| V先锋领航白厅基金VNQ |
| 2.23% | 2.61% | $1,947.3万 | 20.9万股 | $1,867.3万 | 21.1万股 | -2,554股-1.21% | 减仓 |
| FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA |
| 2.14% | 2.39% | $1,861.0万 | 35.4万股 | $1,705.7万 | 32.6万股 | +2.8万股+8.67% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.54% | 1.77% | $1,342.0万 | 2.7万股 | $1,266.9万 | 2.6万股 | +382股+1.44% | 加仓 |
| S嘉信·USSCHA |
| 1.29% | 1.19% | $1,123.3万 | 31.1万股 | $853.6万 | 29.4万股 | +1.7万股+5.92% | 加仓 |
| S嘉信·USSCHX |
| 1.14% | 0.35% | $996.2万 | 33.8万股 | $251.3万 | 9.8万股 | +24.1万股+245.42% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.14% | 0.94% | $990.1万 | 42.8万股 | $668.5万 | 28.8万股 | +14.0万股+48.68% | 加仓 |
| V先锋领航指数基金VXF |
| 0.98% | 1.08% | $857.2万 | 3.5万股 | $770.4万 | 3.7万股 | -2,615股-6.99% | 减仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.69% | 0.75% | $602.6万 | 24.4万股 | $533.4万 | 21.6万股 | +2.9万股+13.25% | 加仓 |
| S嘉信策略信托SCHD |
| 0.65% | 0.77% | $567.4万 | 17.9万股 | $549.1万 | 17.9万股 | -42股-0.02% | 减仓 |
| S嘉信策略信托SCHM |
| 0.54% | 0.44% | $474.0万 | 12.9万股 | $317.0万 | 10.2万股 | +2.6万股+25.54% | 加仓 |
 苹果AAPL |
| 0.5% | 0.56% | $438.4万 | 1.5万股 | $397.1万 | 1.6万股 | -497股-3.18% | 减仓 |
| I景顺QQQ信托VOO |
| 0.45% | 0.45% | $390.7万 | 5,305股 | $321.5万 | 5,571股 | -266股-4.77% | 减仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.44% | 0.22% | $387.1万 | 15.0万股 | $156.3万 | 6.1万股 | +8.9万股+144.48% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.41% | 0.37% | $357.6万 | 8.7万股 | $264.0万 | 6.8万股 | +1.9万股+27.92% | 加仓 |
| V先锋领航指数基金VUG |
| 0.4% | 0.49% | $349.3万 | 4.1万股 | $350.8万 | 8,032股 | +3.3万股+404.88% | 加仓 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.36% | 0.43% | $316.8万 | 14.2万股 | $309.9万 | 14.7万股 | -4,842股-3.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.33% | 0.09% | $286.9万 | 4.0万股 | $65.5万 | 1.0万股 | +3.0万股+294.22% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.24% | — | $209.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 0.24% | 0.28% | $208.7万 | 16.5万股 | $199.8万 | 16.4万股 | +567股+0.35% | 加仓 |
 英伟达NVDA |
| 0.23% | 0.26% | $202.5万 | 1.0万股 | $185.8万 | 1.1万股 | -533股-5.00% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.23% | 0.23% | $198.7万 | 8.2万股 | $164.0万 | 6.8万股 | +1.5万股+21.86% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.23% | 0.26% | $197.8万 | 3.9万股 | $187.4万 | 3.8万股 | +1,551股+4.13% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.23% | — | $196.4万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| V先锋领航指数基金VB |
| 0.22% | 0.23% | $190.1万 | 6,273股 | $166.3万 | 6,349股 | -76股-1.20% | 减仓 |
 贝莱德·MUNIHOLDINGS FD INMHD |
| 0.21% | 0.36% | $178.9万 | 15.0万股 | $253.8万 | 22.5万股 | -7.5万股-33.18% | 减仓 |
 沃尔玛WMT |
| 0.2% | 0.26% | $171.6万 | 1.5万股 | $188.3万 | 1.5万股 | +1股+0.01% | 加仓 |
| S嘉信策略信托SCHF |
| 0.19% | 0.03% | $163.4万 | 5.9万股 | $21.3万 | 8,589股 | +5.0万股+586.68% | 加仓 |
| S嘉信策略信托SCHC |
| 0.19% | — | $161.7万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.18% | 0.19% | $154.6万 | 4,665股 | $134.2万 | 4,665股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.18% | 0.18% | $152.6万 | 1.8万股 | $125.5万 | 3,079股 | +1.5万股+500.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.16% | $138.5万 | 3,920股 | $113.2万 | 3,945股 | -25股-0.63% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.16% | 0.17% | $137.8万 | 4,069股 | $120.1万 | 4,069股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.16% | 0.18% | $136.2万 | 6,214股 | $126.6万 | 6,214股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.16% | 0.17% | $135.7万 | 8,647股 | $124.7万 | 9,013股 | -366股-4.06% | 减仓 |
| B贝莱德·ETF TRUST IIINMU |
| 0.14% | — | $119.9万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.14% | 0.17% | $119.3万 | 4,908股 | $119.7万 | 5,512股 | -604股-10.96% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTGRW |
| 0.13% | 0.14% | $114.3万 | 2.4万股 | $98.4万 | 2.4万股 | -331股-1.36% | 减仓 |
| MMPLXFFUT |
| 0.13% | 0.06% | $110.3万 | 2.0万股 | $43.7万 | 7,649股 | +1.2万股+156.10% | 加仓 |
| IiShares安硕信托AOR |
| 0.12% | — | $108.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航·WELLINGTON FDVFMV |
| 0.12% | 0.15% | $105.0万 | 7,532股 | $107.6万 | 8,074股 | -542股-6.71% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.12% | 0.14% | $104.0万 | 6,584股 | $99.8万 | 6,742股 | -158股-2.34% | 减仓 |
