| V先锋领航指数基金VUG |
| 22.41% | 24.67% | $10.91亿 | 249.7万股 | $12.11亿 | 248.2万股 | +1.5万股+0.62% | 加仓 |
| V先锋领航指数基金VTV |
| 21.11% | 20.32% | $10.28亿 | 523.8万股 | $9.97亿 | 522.1万股 | +1.7万股+0.32% | 加仓 |
| IiShares安硕信托IXUS |
| 9.54% | 9.01% | $4.64亿 | 535.7万股 | $4.42亿 | 522.7万股 | +13.1万股+2.50% | 加仓 |
| IiShares安硕信托IEFA |
| 8.62% | 8.03% | $4.20亿 | 463.5万股 | $3.94亿 | 440.4万股 | +23.2万股+5.26% | 加仓 |
| IiShares安硕IEMG |
| 3.59% | 3.28% | $1.75亿 | 250.8万股 | $1.61亿 | 239.3万股 | +11.6万股+4.84% | 加仓 |
| IiShares安硕信托AGG |
| 2.71% | 2.63% | $1.32亿 | 133.1万股 | $1.29亿 | 129.2万股 | +3.9万股+3.03% | 加仓 |
| IiShares安硕信托GJS |
| 2.4% | 2.32% | $1.17亿 | 510.4万股 | $1.14亿 | 495.5万股 | +14.8万股+2.99% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.18% | 2.09% | $1.06亿 | 48.8万股 | $1.02亿 | 48.3万股 | +5,249股+1.09% | 加仓 |
| V先锋领航指数基金VBK |
| 1.97% | 1.93% | $9,568.5万 | 31.7万股 | $9,478.1万 | 31.4万股 | +2,847股+0.91% | 加仓 |
| V先锋领航指数基金VOO |
| 1.94% | 2.02% | $9,433.9万 | 15.8万股 | $9,891.6万 | 15.8万股 | +149股+0.09% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.59% | 1.68% | $7,724.2万 | 11.9万股 | $8,263.9万 | 12.1万股 | -2,413股-1.99% | 减仓 |
 iShares安硕·MBSACGL |
| 1.5% | 1.45% | $7,289.4万 | 76.8万股 | $7,109.0万 | 74.7万股 | +2.1万股+2.83% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 1.48% | 1.44% | $7,203.8万 | 93.8万股 | $7,090.3万 | 91.3万股 | +2.4万股+2.67% | 加仓 |
| H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM |
| 1.43% | 1.37% | $6,976.7万 | 177.0万股 | $6,722.7万 | 181.8万股 | -4.8万股-2.66% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.17% | 1.2% | $5,681.3万 | 41.1万股 | $5,912.6万 | 41.8万股 | -7,293股-1.75% | 减仓 |
 强生JNJ |
| 1.14% | 1% | $5,564.3万 | 22.8万股 | $4,927.4万 | 23.8万股 | -1.0万股-4.39% | 减仓 |
| IiShares安硕信托IWV |
| 0.99% | 1.01% | $4,843.0万 | 13.1万股 | $4,979.3万 | 12.9万股 | +1,938股+1.51% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.84% | 0.81% | $4,084.7万 | 53.0万股 | $3,996.4万 | 53.0万股 | -25股-0.00% | 减仓 |
 苹果AAPL |
| 0.83% | 0.83% | $4,020.0万 | 15.8万股 | $4,054.2万 | 14.9万股 | +9,268股+6.21% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.46% | $2,238.9万 | 3.4万股 | $2,239.2万 | 3.3万股 | +1,584股+4.85% | 加仓 |
| G通用动力VTI |
| 0.44% | 0.47% | $2,148.5万 | 6.7万股 | $2,303.8万 | 6.9万股 | -1,742股-2.54% | 减仓 |
| IiShares黄金信托IAU |
| 0.44% | 0.34% | $2,123.9万 | 24.1万股 | $1,650.1万 | 20.3万股 | +3.8万股+18.51% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.41% | 0.4% | $2,010.8万 | 28股 | $1,962.5万 | 26股 | +2股+7.69% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.4% | 0.4% | $1,946.2万 | 17.3万股 | $1,973.1万 | 16.3万股 | +1.0万股+6.27% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.39% | 0.42% | $1,895.8万 | 24.2万股 | $2,073.9万 | 26.7万股 | -2.6万股-9.61% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.35% | 0.34% | $1,687.7万 | 24.6万股 | $1,654.7万 | 24.6万股 | 00.00% | 持仓不变 |
 iShares安硕信托AFL |
| 0.29% | 0.28% | $1,394.3万 | 12.7万股 | $1,361.7万 | 12.4万股 | +3,587股+2.90% | 加仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.26% | 0.25% | $1,274.7万 | 34.8万股 | $1,223.8万 | 34.1万股 | +7,680股+2.25% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.22% | $1,194.7万 | 2.5万股 | $1,087.2万 | 2.2万股 | +3,301股+15.26% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.24% | 0.24% | $1,191.4万 | 12.3万股 | $1,175.1万 | 12.2万股 | +297股+0.24% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.22% | 0.24% | $1,075.2万 | 8.4万股 | $1,200.3万 | 8.8万股 | -3,730股-4.26% | 减仓 |
 微软MSFT |
| 0.21% | 0.27% | $1,024.6万 | 2.8万股 | $1,330.4万 | 2.8万股 | +169股+0.61% | 加仓 |
| IiShares安硕信托EFG |
| 0.2% | 0.21% | $985.6万 | 8.9万股 | $1,012.3万 | 8.9万股 | -360股-0.41% | 减仓 |
 万事达MA |
| 0.2% | 0.23% | $969.2万 | 1.9万股 | $1,125.2万 | 2.0万股 | -312股-1.58% | 减仓 |
| IiShares安硕信托IJJ |
| 0.2% | 0.19% | $956.5万 | 7.2万股 | $949.9万 | 7.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.2% | 0.21% | $952.7万 | 4.6万股 | $1,054.8万 | 4.6万股 | +46股+0.10% | 加仓 |
| S嘉信策略信托SCHF |
| 0.19% | 0.19% | $936.8万 | 37.9万股 | $909.9万 | 37.9万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.19% | 0.19% | $928.4万 | 6.4万股 | $920.7万 | 6.4万股 | +34股+0.05% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.18% | 0.2% | $891.2万 | 2.1万股 | $969.7万 | 2.0万股 | +413股+2.02% | 加仓 |
| IiShares安硕信托EEM |
| 0.18% | 0.17% | $888.6万 | 15.6万股 | $843.4万 | 15.4万股 | +2,320股+1.50% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.17% | 0.17% | $850.3万 | 1.4万股 | $844.2万 | 1.4万股 | -207股-1.48% | 减仓 |
 摩根大通JPM |
| 0.16% | 0.18% | $794.5万 | 2.7万股 | $859.0万 | 2.7万股 | +352股+1.32% | 加仓 |
| IiShares安硕信托IJK |
| 0.16% | 0.17% | $778.5万 | 7.7万股 | $848.6万 | 8.8万股 | -1.0万股-11.67% | 减仓 |
| IiShares安硕信托IWS |
| 0.16% | 0.15% | $766.7万 | 5.3万股 | $742.0万 | 5.3万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.15% | 0.18% | $721.7万 | 1.9万股 | $881.3万 | 2.0万股 | -183股-0.93% | 减仓 |
 谷歌AGOOGL |
| 0.14% | 0.15% | $692.7万 | 2.4万股 | $726.2万 | 2.3万股 | +885股+3.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.14% | $686.7万 | 2.4万股 | $704.4万 | 2.2万股 | +1,491股+6.64% | 加仓 |
| IiShares安硕信托IVW |
| 0.13% | 0.14% | $631.2万 | 5.6万股 | $694.3万 | 5.6万股 | -525股-0.93% | 减仓 |
| V先锋领航指数基金VB |
| 0.12% | 0.12% | $603.9万 | 2.3万股 | $594.1万 | 2.3万股 | +24股+0.10% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.12% | 0.12% | $595.8万 | 2.4万股 | $594.2万 | 2.4万股 | -117股-0.48% | 减仓 |
