| V先锋领航指数基金VV |
| 22.1% | 21.04% | $1.04亿 | 30.1万股 | $8,839.7万 | 29.6万股 | +5,587股+1.89% | 加仓 |
| V先锋领航指数基金VB |
| 11.2% | 10.77% | $5,253.1万 | 17.3万股 | $4,525.9万 | 17.3万股 | +504股+0.29% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 9.81% | 9.95% | $4,599.4万 | 54.9万股 | $4,179.5万 | 55.7万股 | -7,355股-1.32% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 9.1% | 9.53% | $4,268.0万 | 51.6万股 | $4,002.1万 | 48.4万股 | +3.3万股+6.77% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 8.64% | 9.01% | $4,049.8万 | 68.7万股 | $3,783.6万 | 63.5万股 | +5.1万股+8.07% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 7.65% | 7.4% | $3,586.0万 | 80.8万股 | $3,108.6万 | 80.0万股 | +8,443股+1.06% | 加仓 |
| V先锋领航·TOTALBNDX |
| 6.62% | 6.78% | $3,105.5万 | 64.1万股 | $2,849.1万 | 59.3万股 | +4.8万股+8.14% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 6.46% | 6.58% | $3,030.9万 | 55.7万股 | $2,766.2万 | 51.2万股 | +4.4万股+8.62% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 5.27% | 5.46% | $2,470.6万 | 67.1万股 | $2,291.9万 | 67.5万股 | -4,046股-0.60% | 减仓 |
| V先锋领航债券指数基金BSV |
| 4.37% | 4.54% | $2,046.9万 | 26.3万股 | $1,907.0万 | 24.3万股 | +2.0万股+8.02% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 3.89% | 4.09% | $1,826.2万 | 11.8万股 | $1,716.5万 | 11.8万股 | +623股+0.53% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.16% | 1.18% | $545.4万 | 2.3万股 | $496.8万 | 2.3万股 | -54股-0.23% | 减仓 |
| V先锋领航指数基金VUG |
| 0.63% | 0.6% | $297.3万 | 3.5万股 | $251.5万 | 5,757股 | +2.9万股+499.58% | 加仓 |
| V先锋领航指数基金VTV |
| 0.51% | 0.52% | $241.1万 | 1.1万股 | $217.1万 | 1.1万股 | -2股-0.02% | 减仓 |
| S嘉信策略信托SCHR |
| 0.41% | 0.46% | $190.6万 | 7.7万股 | $192.6万 | 7.7万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.36% | 0.34% | $170.3万 | 4.7万股 | $143.1万 | 4.9万股 | -2,075股-4.22% | 减仓 |
| V先锋领航·MIDVO |
| 0.24% | 0.24% | $112.4万 | 1.4万股 | $101.2万 | 3,525股 | +1.0万股+295.66% | 加仓 |
| G通用动力VTI |
| 0.18% | 0.17% | $82.8万 | 2,238股 | $71.8万 | 2,238股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTAAEQ |
| 0.15% | 0.15% | $68.0万 | 1.3万股 | $64.4万 | 1.4万股 | -1,045股-7.55% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.11% | 0.11% | $50.2万 | 6,097股 | $46.5万 | 6,483股 | -386股-5.95% | 减仓 |
 雅培ABT |
| 0.1% | — | $49.0万 | 5,403股 | $0 | 0股 | +5,403股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.1% | 0.09% | $45.8万 | 667股 | $39.9万 | 667股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.09% | 0.09% | $41.6万 | 2,633股 | $39.0万 | 2,633股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.08% | 0.08% | $36.4万 | 1,258股 | $32.3万 | 1,271股 | -13股-1.02% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.07% | 0.08% | $34.5万 | 690股 | $33.1万 | 690股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.05% | 0.09% | $25.8万 | 344股 | $37.8万 | 578股 | -234股-40.48% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.04% | 0.05% | $21.0万 | 2,456股 | $18.9万 | 2,456股 | 00.00% | 持仓不变 |
 CNH INDLCNH |
| 0.04% | 0.04% | $18.0万 | 1.6万股 | $17.7万 | 1.6万股 | 00.00% | 持仓不变 |
| EEA SERIES TRUSTAAUA |
| 0.04% | 0.03% | $17.0万 | 2,995股 | $14.7万 | 2,995股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.04% | 0.04% | $17.0万 | 2,387股 | $15.3万 | 2,387股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.04% | 0.05% | $16.8万 | 456股 | $19.6万 | 456股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.03% | 0.04% | $16.4万 | 1,116股 | $16.1万 | 1,116股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.03% | 0.03% | $16.1万 | 869股 | $14.1万 | 869股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.03% | 0.03% | $15.0万 | 618股 | $13.2万 | 618股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.03% | 0.01% | $14.5万 | 250股 | $5.1万 | 250股 | 00.00% | 持仓不变 |
| O宏盟集团OMC |
| 0.03% | 0.03% | $12.3万 | 1,683股 | $12.7万 | 1,683股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.02% | 0.02% | $9.9万 | 917股 | $9.0万 | 917股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.02% | 0.02% | $9.4万 | 133股 | $8.2万 | 133股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.02% | 0.02% | $9.2万 | 417股 | $7.9万 | 417股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.02% | 0.02% | $9.0万 | 120股 | $7.8万 | 120股 | 00.00% | 持仓不变 |
 高德纳IT |
| 0.02% | 0.02% | $8.5万 | 654股 | $10.4万 | 654股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.02% | 0.02% | $7.9万 | 1,300股 | $6.8万 | 1,300股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.02% | 0.02% | $7.6万 | 487股 | $7.4万 | 487股 | 00.00% | 持仓不变 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.02% | 0.02% | $7.1万 | 3,118股 | $7.1万 | 3,118股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.01% | 0.01% | $6.2万 | 1,032股 | $5.6万 | 1,032股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.01% | 0.01% | $5.7万 | 154股 | $5.7万 | 154股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.01% | 0.01% | $4.5万 | 182股 | $4.0万 | 194股 | -12股-6.19% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.01% | 0.01% | $4.3万 | 851股 | $3.9万 | 851股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.01% | 0.01% | $4.3万 | 179股 | $3.7万 | 179股 | 00.00% | 持仓不变 |
 SEMPRA COMSRE |
| 0.01% | 0.01% | $3.6万 | 388股 | $3.8万 | 388股 | 00.00% | 持仓不变 |
