| V先锋领航·FTSEVEA |
| 20.47% | 20.41% | $5,598.7万 | 78.5万股 | $5,108.5万 | 79.9万股 | -1.4万股-1.74% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 15.81% | 15% | $4,324.6万 | 97.5万股 | $3,753.3万 | 97.0万股 | +5,184股+0.53% | 加仓 |
| V先锋领航指数基金VUG |
| 12.17% | 11.47% | $3,326.7万 | 38.6万股 | $2,869.7万 | 6.6万股 | +32.0万股+486.66% | 加仓 |
| V先锋领航指数基金VTV |
| 10.57% | 10.51% | $2,889.7万 | 13.3万股 | $2,629.4万 | 13.4万股 | -1,727股-1.29% | 减仓 |
| V先锋领航·FSTEVWO |
| 7.01% | 6.98% | $1,918.3万 | 32.1万股 | $1,747.4万 | 32.4万股 | -2,776股-0.86% | 减仓 |
| V先锋领航·TOTALBNDX |
| 6.91% | 7.37% | $1,889.2万 | 39.0万股 | $1,844.4万 | 38.5万股 | +5,202股+1.35% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.33% | 4.76% | $1,184.0万 | 15.2万股 | $1,191.2万 | 15.2万股 | -227股-0.15% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 2.84% | 2.94% | $777.7万 | 18.4万股 | $735.9万 | 17.5万股 | +9,768股+5.60% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.84% | 2.64% | $776.3万 | 9.4万股 | $660.9万 | 9.3万股 | +1,047股+1.12% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.8% | 3.05% | $765.2万 | 10.0万股 | $762.9万 | 9.9万股 | +683股+0.69% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.73% | 2.84% | $746.0万 | 15.7万股 | $709.7万 | 14.9万股 | +7,758股+5.22% | 加仓 |
| V先锋领航债券指数基金BLV |
| 2.67% | 2.9% | $730.0万 | 10.6万股 | $724.8万 | 10.6万股 | +260股+0.25% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.25% | 2.47% | $614.5万 | 13.1万股 | $617.0万 | 13.2万股 | -391股-0.30% | 减仓 |
| V先锋领航指数基金VB |
| 1.15% | 1.15% | $315.5万 | 1.0万股 | $288.2万 | 1.1万股 | -600股-5.45% | 减仓 |
 苹果AAPL |
| 0.59% | 0.57% | $161.5万 | 5,581股 | $141.8万 | 5,585股 | -4股-0.07% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.48% | 0.44% | $131.6万 | 4,379股 | $109.7万 | 4,425股 | -46股-1.04% | 减仓 |
 微软MSFT |
| 0.42% | 0.46% | $116.0万 | 3,109股 | $115.8万 | 3,129股 | -20股-0.64% | 减仓 |
 亚马逊AMZN |
| 0.38% | 0.39% | $103.5万 | 4,343股 | $98.8万 | 4,743股 | -400股-8.43% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.35% | 0.33% | $95.2万 | 7,668股 | $81.7万 | 1,917股 | +5,751股+300.00% | 加仓 |
| IiShares安硕信托IEI |
| 0.33% | 0.36% | $91.2万 | 7,767股 | $90.7万 | 7,647股 | +120股+1.57% | 加仓 |
| IiShares安硕信托IVV |
| 0.28% | 0.27% | $76.9万 | 1,026股 | $67.9万 | 1,040股 | -14股-1.35% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.26% | 0.26% | $72.4万 | 8,644股 | $65.2万 | 8,678股 | -34股-0.39% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.23% | 0.23% | $61.9万 | 6,624股 | $58.6万 | 6,624股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.21% | 0.19% | $56.7万 | 1,502股 | $48.1万 | 1,554股 | -52股-3.35% | 减仓 |
| V先锋领航指数基金VOO |
| 0.2% | 0.17% | $55.2万 | 750股 | $43.3万 | 750股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.19% | $53.8万 | 721股 | $46.9万 | 721股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.16% | 0.18% | $44.9万 | 4,102股 | $45.3万 | 4,102股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托PWV |
| 0.16% | 0.16% | $44.8万 | 5,917股 | $41.2万 | 5,917股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 0.15% | 0.23% | $42.1万 | 827股 | $56.4万 | 827股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.15% | 0.19% | $40.8万 | 3,011股 | $47.7万 | 3,072股 | -61股-1.99% | 减仓 |
| Q高通QCOM |
| 0.15% | 0.11% | $40.4万 | 2,186股 | $28.1万 | 2,186股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.14% | 0.14% | $39.3万 | 3,845股 | $34.1万 | 3,806股 | +39股+1.02% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.14% | 0.19% | $38.4万 | 3,813股 | $48.7万 | 4,841股 | -1,028股-21.24% | 减仓 |
 好市多COST |
| 0.12% | 0.14% | $33.5万 | 358股 | $35.7万 | 358股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.12% | 0.12% | $33.5万 | 3,469股 | $30.8万 | 3,469股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.11% | 0.11% | $31.1万 | 1,143股 | $28.0万 | 1,153股 | -10股-0.87% | 减仓 |
 礼来LLY |
| 0.09% | 0.08% | $25.1万 | 209股 | $20.1万 | 219股 | -10股-4.57% | 减仓 |
