| V先锋领航指数基金VTV |
| 12.17% | 13.31% | $7,934.5万 | 36.4万股 | $6,896.2万 | 35.1万股 | +1.3万股+3.58% | 加仓 |
| V先锋领航指数基金VUG |
| 9.78% | 10.1% | $6,372.2万 | 74.0万股 | $5,233.6万 | 12.0万股 | +62.0万股+517.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.99% | 9.49% | $5,858.8万 | 82.2万股 | $4,915.0万 | 76.7万股 | +5.5万股+7.21% | 加仓 |
| IiShares安硕信托AGG |
| 5.09% | 5.55% | $3,319.3万 | 33.5万股 | $2,874.4万 | 29.0万股 | +4.6万股+15.82% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4.91% | 5.8% | $3,198.5万 | 41.7万股 | $3,006.8万 | 39.0万股 | +2.7万股+7.04% | 加仓 |
| V先锋领航·SMALLVBR |
| 4.86% | 5.19% | $3,166.1万 | 13.0万股 | $2,689.2万 | 12.4万股 | +6,514股+5.26% | 加仓 |
| V先锋领航·MIDVO |
| 4.41% | 4.56% | $2,871.9万 | 35.6万股 | $2,362.6万 | 8.2万股 | +27.4万股+333.27% | 加仓 |
| S道富SLYG |
| 3.29% | 3.3% | $2,141.8万 | 18.0万股 | $1,709.0万 | 17.7万股 | +2,911股+1.65% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.73% | 3.16% | $1,777.6万 | 22.5万股 | $1,636.9万 | 20.7万股 | +1.8万股+8.92% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.3% | 2.38% | $1,497.9万 | 28.9万股 | $1,234.3万 | 26.3万股 | +2.6万股+9.94% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.96% | 2.05% | $1,276.0万 | 13.2万股 | $1,061.4万 | 12.0万股 | +1.3万股+10.58% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.61% | 1.86% | $1,051.2万 | 28.4万股 | $965.3万 | 26.2万股 | +2.2万股+8.37% | 加仓 |
 ANTERO MIDSTREAMAM |
| 1.6% | 0.1% | $1,041.4万 | 45.8万股 | $52.5万 | 2.3万股 | +43.5万股+1,888.91% | 加仓 |
 苹果AAPL |
| 1.43% | 1.42% | $931.3万 | 3.2万股 | $734.8万 | 2.9万股 | +3,231股+11.16% | 加仓 |
| FFIDELITY 500 INDEX FDFXAIX |
| 1.32% | 0.02% | $858.2万 | 3.3万股 | $8.3万 | 3.3万股 | -499股-1.50% | 减仓 |
 英伟达NVDA |
| 1.19% | 1.13% | $772.7万 | 3.9万股 | $587.7万 | 3.4万股 | +4,923股+14.61% | 加仓 |
 ANTERO RESOURCESAR |
| 1.17% | — | $760.8万 | 21.7万股 | $0 | 0股 | +21.7万股 | 新买入 |
| JJPMORGAN SMARTRETIREMENT BLEND 2045 R6JMYAX |
| 1.01% | 1.1% | $656.9万 | 15.4万股 | $571.7万 | 15.1万股 | +3,205股+2.13% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.94% | 1.06% | $610.8万 | 5.9万股 | $546.7万 | 5.6万股 | +2,515股+4.47% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.92% | 1.01% | $599.7万 | 17.2万股 | $524.9万 | 17.2万股 | +169股+0.10% | 加仓 |
| VVANGUARD GROWTH INDEX ADVIGAX |
| 0.92% | 0.97% | $597.2万 | 2.2万股 | $501.0万 | 2.2万股 | +122股+0.55% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.91% | 0.95% | $595.3万 | 4.7万股 | $494.1万 | 4.5万股 | +1,529股+3.39% | 加仓 |
| VVanguard Target Retirement 2045 FundVTIVX |
| 0.85% | 0.35% | $556.4万 | 14.6万股 | $183.0万 | 12.5万股 | +2.1万股+16.73% | 加仓 |
| S嘉信·USSCHP |
| 0.84% | 1.01% | $549.8万 | 20.7万股 | $525.5万 | 19.8万股 | +9,960股+5.04% | 加仓 |
| IiShares安硕·COREIJH |
| 0.84% | 0.9% | $545.7万 | 7.1万股 | $467.5万 | 6.9万股 | +1,551股+2.24% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.82% | 0.86% | $532.1万 | 11.0万股 | $447.1万 | 9.3万股 | +1.7万股+18.08% | 加仓 |
| JJPMORGAN SMARTRETIREMENT BLEND 2040 R6JOBYX |
| 0.68% | 0.76% | $444.6万 | 11.2万股 | $392.0万 | 11.0万股 | +1,886股+1.72% | 加仓 |
 谷歌AGOOGL |
| 0.68% | 0.56% | $440.5万 | 1.2万股 | $289.8万 | 1.0万股 | +2,248股+22.30% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.67% | 0.77% | $439.7万 | 7.4万股 | $397.4万 | 7.4万股 | +136股+0.18% | 加仓 |
| VVanguard Target Retirement 2050 FundVFIFX |
| 0.65% | 0.33% | $423.2万 | 6.4万股 | $172.3万 | 4.5万股 | +1.9万股+41.19% | 加仓 |
| IiShares安硕信托GVI |
| 0.63% | 0.67% | $409.8万 | 3.8万股 | $349.2万 | 3.3万股 | +5,180股+15.75% | 加仓 |
| VVANGUARD VAL INDX SHVVIAX |
| 0.58% | 0.64% | $375.8万 | 7.9万股 | $332.4万 | 7.7万股 | +1,542股+1.99% | 加仓 |
| VVanguard Target Retirement 204VFORX |
| 0.56% | 0.65% | $367.3万 | 6.7万股 | $338.4万 | 6.9万股 | -1,361股-1.98% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.55% | 0.56% | $356.6万 | 9,053股 | $287.8万 | 9,170股 | -117股-1.28% | 减仓 |
| VVanguard Target Retirement 2030 Fund Shs USD Cls INVVTHRX |
| 0.52% | 0.59% | $340.9万 | 7.5万股 | $306.1万 | 7.3万股 | +1,791股+2.45% | 加仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.52% | 0.49% | $340.1万 | 1.2万股 | $254.6万 | 1.1万股 | +706股+6.35% | 加仓 |
| VVANGUARD DEVELOPED MARKETS INDEX ADMIRALVTMGX |
| 0.5% | 0.57% | $328.0万 | 17.4万股 | $296.8万 | 17.4万股 | -634股-0.36% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.5% | 0.62% | $324.3万 | 14.0万股 | $321.7万 | 13.9万股 | +1,674股+1.21% | 加仓 |
| JJPMORGAN SMARTRETIREMENT BLEND 2050 R6JNYAX |
| 0.44% | 0.47% | $286.1万 | 6.6万股 | $245.3万 | 6.4万股 | +1,840股+2.88% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.4% | 0.44% | $261.6万 | 5.9万股 | $228.6万 | 5.9万股 | +144股+0.24% | 加仓 |
 台积电TSM |
| 0.39% | 0.25% | $256.1万 | 5,353股 | $127.8万 | 3,772股 | +1,581股+41.91% | 加仓 |
 强生JNJ |
| 0.39% | 0.47% | $255.3万 | 1.0万股 | $241.9万 | 9,896股 | +157股+1.59% | 加仓 |
| VVanguard Target Retirement 2035 FundVTTHX |
| 0.38% | 0.42% | $245.5万 | 29.0万股 | $219.0万 | 28.1万股 | +9,155股+3.26% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.25% | $236.7万 | 9,932股 | $127.0万 | 6,096股 | +3,836股+62.93% | 加仓 |
| IiShares安硕信托HYG |
| 0.35% | 0.38% | $230.8万 | 2.9万股 | $194.4万 | 2.4万股 | +4,425股+18.11% | 加仓 |
| VVANGUARD TOTAL BOND MARKET INDEX ADMVBTLX |
| 0.35% | 0.46% | $225.5万 | 27.6万股 | $240.3万 | 28.9万股 | -1.3万股-4.58% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.34% | 0.43% | $223.5万 | 4.4万股 | $223.4万 | 4.5万股 | -578股-1.29% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.34% | 0.36% | $220.3万 | 2.0万股 | $188.4万 | 2.0万股 | +274股+1.38% | 加仓 |
| JJPMORGAN SMARTRETIREMENT BLEND 2055 R6JTYBX |
| 0.32% | 0.34% | $205.4万 | 4.8万股 | $174.5万 | 4.6万股 | +1,751股+3.82% | 加仓 |
| VVANGUARD MID CAP INDEX AVIMAX |
| 0.3% | 0.3% | $197.6万 | 4,950股 | $154.6万 | 4,344股 | +606股+13.95% | 加仓 |
