| V先锋领航斯科茨代尔基金VCIT |
| 13.24% | 13.92% | $5,884.9万 | 71.2万股 | $5,669.4万 | 68.5万股 | +2.7万股+3.93% | 加仓 |
| S道富SPIB |
| 13.13% | 13.8% | $5,839.4万 | 174.5万股 | $5,620.7万 | 167.6万股 | +6.9万股+4.14% | 加仓 |
| V先锋领航指数基金VUG |
| 11.63% | 10.86% | $5,169.7万 | 60.0万股 | $4,426.0万 | 10.1万股 | +49.9万股+492.27% | 加仓 |
| IiShares安硕信托IGIB |
| 11.05% | 11.62% | $4,912.5万 | 92.4万股 | $4,732.4万 | 88.9万股 | +3.5万股+3.90% | 加仓 |
| IiShares安硕信托GJS |
| 10.45% | 11.2% | $4,645.4万 | 203.9万股 | $4,561.1万 | 199.1万股 | +4.8万股+2.43% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 8.07% | 7.79% | $3,585.7万 | 103.0万股 | $3,175.4万 | 104.1万股 | -1.1万股-1.06% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 6.65% | 6.21% | $2,955.4万 | 102.1万股 | $2,529.7万 | 100.8万股 | +1.3万股+1.26% | 加仓 |
| V先锋领航指数基金VOO |
| 5.42% | 5.03% | $2,409.2万 | 3.5万股 | $2,049.6万 | 3.4万股 | +778股+2.27% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.28% | 3.24% | $1,459.6万 | 17.1万股 | $1,319.1万 | 17.1万股 | -332股-0.19% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 2.51% | 2.48% | $1,116.5万 | 22.0万股 | $1,010.8万 | 20.2万股 | +1.8万股+9.01% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.57% | 1.19% | $697.7万 | 3.7万股 | $485.0万 | 3.6万股 | +126股+0.35% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.43% | 1.43% | $634.9万 | 12.3万股 | $584.3万 | 12.9万股 | -6,663股-5.15% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.31% | 1.39% | $581.5万 | 14.1万股 | $565.0万 | 14.5万股 | -4,063股-2.80% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.12% | 1.1% | $496.5万 | 5.1万股 | $449.1万 | 5.1万股 | +859股+1.70% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.9% | 0.92% | $399.3万 | 2.5万股 | $375.2万 | 2.5万股 | -67股-0.26% | 减仓 |
 苹果AAPL |
| 0.87% | 0.83% | $387.3万 | 1.3万股 | $336.8万 | 1.3万股 | +115股+0.87% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.56% | 0.55% | $250.2万 | 1.2万股 | $225.7万 | 1.2万股 | +1股+0.01% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.51% | 0.49% | $225.0万 | 2.7万股 | $201.2万 | 2.8万股 | -915股-3.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.42% | $211.4万 | 5,982股 | $171.6万 | 5,982股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.46% | 0.43% | $204.6万 | 1.0万股 | $176.2万 | 1.0万股 | +117股+1.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.39% | $181.2万 | 2,426股 | $159.3万 | 2,449股 | -23股-0.94% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.4% | $171.7万 | 3,431股 | $164.4万 | 3,431股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.31% | 0.29% | $136.6万 | 1.8万股 | $118.9万 | 1.8万股 | +107股+0.61% | 加仓 |
| IiShares安硕信托DVY |
| 0.28% | 0.29% | $125.1万 | 8,001股 | $120.0万 | 7,922股 | +79股+1.00% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.27% | 0.26% | $118.3万 | 7,539股 | $104.4万 | 7,546股 | -7股-0.09% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.26% | 0.26% | $117.2万 | 7,389股 | $107.8万 | 7,351股 | +38股+0.52% | 加仓 |
 谷歌AGOOGL |
| 0.25% | 0.21% | $112.6万 | 3,150股 | $85.4万 | 2,971股 | +179股+6.02% | 加仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.25% | $111.2万 | 1,485股 | $101.8万 | 1,558股 | -73股-4.69% | 减仓 |
 WELLTOWER COMWELL |
| 0.24% | 0.23% | $107.8万 | 4,748股 | $93.9万 | 4,748股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.22% | 0.18% | $97.1万 | 3,851股 | $71.5万 | 3,939股 | -88股-2.23% | 减仓 |
| I景顺QQQ信托VOO |
| 0.22% | 0.18% | $96.2万 | 1,307股 | $72.6万 | 1,259股 | +48股+3.81% | 加仓 |
 亚马逊AMZN |
| 0.19% | 0.17% | $83.9万 | 3,522股 | $69.6万 | 3,342股 | +180股+5.39% | 加仓 |
 强生JNJ |
| 0.16% | 0.2% | $71.2万 | 2,802股 | $79.7万 | 3,259股 | -457股-14.02% | 减仓 |
 微软MSFT |
| 0.16% | 0.16% | $70.8万 | 1,899股 | $66.5万 | 1,798股 | +101股+5.62% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.16% | 0.18% | $69.7万 | 9,776股 | $74.2万 | 1.2万股 | -1,801股-15.56% | 减仓 |
| IiShares安硕信托PFF |
| 0.12% | 0.13% | $54.4万 | 1.8万股 | $53.6万 | 1.8万股 | +186股+1.05% | 加仓 |
 摩根大通JPM |
| 0.11% | 0.1% | $50.6万 | 1,547股 | $41.4万 | 1,407股 | +140股+9.95% | 加仓 |
 美国合众银行USB |
| 0.1% | 0.1% | $46.3万 | 7,658股 | $39.8万 | 7,658股 | 00.00% | 持仓不变 |
 万豪MAR |
| 0.1% | 0.14% | $44.6万 | 1,202股 | $55.3万 | 1,690股 | -488股-28.88% | 减仓 |
| CCBIZCBZ |
| 0.1% | 0.09% | $43.4万 | 1.4万股 | $36.4万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.1% | 0.14% | $42.4万 | 8,099股 | $55.7万 | 1.1万股 | -2,503股-23.61% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.1% | — | $42.4万 | 1,723股 | $0 | 0股 | +1,723股 | 新买入 |
| I景顺交易所交易基金信托PWV |
| 0.09% | 0.09% | $39.7万 | 5,239股 | $36.5万 | 5,239股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.08% | 0.09% | $34.0万 | 3,000股 | $37.3万 | 3,000股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.07% | 0.06% | $32.5万 | 271股 | $24.9万 | 271股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 0.07% | 0.09% | $31.2万 | 800股 | $37.9万 | 800股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.07% | 0.07% | $30.5万 | 3,747股 | $28.5万 | 3,747股 | 00.00% | 持仓不变 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 0.07% | 0.07% | $30.2万 | 5,093股 | $28.1万 | 5,093股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.07% | 0.08% | $29.4万 | 2,172股 | $33.7万 | 2,172股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.06% | 0.06% | $28.1万 | 1,423股 | $26.2万 | 1,423股 | 00.00% | 持仓不变 |
