| G通用动力VTI |
| 27.28% | 26.56% | $5.01亿 | 135.3万股 | $4.22亿 | 131.4万股 | +3.9万股+2.96% | 加仓 |
| V先锋领航指数基金VOO |
| 12.73% | 13.07% | $2.34亿 | 34.0万股 | $2.07亿 | 34.7万股 | -6,825股-1.97% | 减仓 |
| V先锋领航STAR基金VXUS |
| 11.19% | 11.56% | $2.05亿 | 240.2万股 | $1.83亿 | 237.9万股 | +2.2万股+0.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.41% | 3.56% | $6,257.4万 | 8.4万股 | $5,656.0万 | 8.7万股 | -3,177股-3.65% | 减仓 |
| V先锋领航指数基金VXF |
| 3.06% | 2.94% | $5,611.4万 | 22.8万股 | $4,666.6万 | 22.7万股 | +1,158股+0.51% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.51% | 2.6% | $4,598.0万 | 54.9万股 | $4,127.6万 | 55.0万股 | -592股-0.11% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.42% | 1.44% | $2,601.9万 | 36.5万股 | $2,292.6万 | 35.8万股 | +7,419股+2.07% | 加仓 |
 苹果AAPL |
| 1.33% | 1.38% | $2,443.4万 | 8.4万股 | $2,193.2万 | 8.6万股 | -1,977股-2.29% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.07% | 0.76% | $1,972.9万 | 39.0万股 | $1,206.9万 | 24.2万股 | +14.8万股+61.25% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.05% | 0.84% | $1,925.2万 | 8.1万股 | $1,339.8万 | 6.2万股 | +1.9万股+30.60% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.01% | 0.79% | $1,846.4万 | 18.8万股 | $1,249.5万 | 13.3万股 | +5.5万股+41.81% | 加仓 |
 标普全球SPGI |
| 0.98% | 1.19% | $1,805.1万 | 4.4万股 | $1,884.9万 | 4.4万股 | +6股+0.01% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.98% | 1% | $1,804.1万 | 11.5万股 | $1,590.0万 | 11.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.89% | 0.91% | $1,632.8万 | 2.2万股 | $1,445.3万 | 2.2万股 | -323股-1.46% | 减仓 |
| V先锋领航指数基金VUG |
| 0.87% | 0.84% | $1,589.7万 | 18.5万股 | $1,329.4万 | 3.0万股 | +15.4万股+506.34% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.81% | 0.8% | $1,487.7万 | 12.0万股 | $1,270.4万 | 3.0万股 | +9.0万股+302.16% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.77% | 0.84% | $1,416.2万 | 13.6万股 | $1,331.4万 | 13.7万股 | -743股-0.54% | 减仓 |
| I景顺QQQ信托VOO |
| 0.72% | 0.6% | $1,317.0万 | 1.8万股 | $956.7万 | 1.7万股 | +1,308股+7.89% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.7% | 0.66% | $1,280.0万 | 4.3万股 | $1,044.8万 | 4.2万股 | +476股+1.13% | 加仓 |
| V先锋领航·MIDVO |
| 0.68% | 0.71% | $1,255.9万 | 15.6万股 | $1,119.1万 | 3.9万股 | +11.7万股+300.00% | 加仓 |
 英伟达NVDA |
| 0.66% | 0.6% | $1,208.6万 | 6.0万股 | $953.8万 | 5.5万股 | +5,712股+10.44% | 加仓 |
| IiShares安硕·COREIJH |
| 0.65% | 0.66% | $1,194.1万 | 15.5万股 | $1,047.0万 | 15.5万股 | -192股-0.12% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.65% | 0.7% | $1,188.9万 | 19.9万股 | $1,105.8万 | 20.5万股 | -5,410股-2.64% | 减仓 |
| V先锋领航·TOTALBND |
| 0.64% | 0.69% | $1,182.8万 | 16.1万股 | $1,101.1万 | 15.0万股 | +1.2万股+7.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.6% | $1,119.0万 | 3.2万股 | $953.5万 | 3.3万股 | -1,570股-4.72% | 减仓 |
 微软MSFT |
| 0.6% | 0.69% | $1,108.1万 | 3.0万股 | $1,091.0万 | 2.9万股 | +232股+0.79% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.59% | 0.5% | $1,079.4万 | 6.8万股 | $788.7万 | 5.3万股 | +1.5万股+28.25% | 加仓 |
 艾伯维ABBV |
| 0.52% | 0.47% | $950.7万 | 3.8万股 | $751.6万 | 3.5万股 | +3,222股+9.32% | 加仓 |
| IiShares安硕信托IWV |
| 0.51% | 0.56% | $942.5万 | 2.2万股 | $894.2万 | 2.4万股 | -2,019股-8.37% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.49% | $926.0万 | 3.9万股 | $784.8万 | 3.8万股 | +1,169股+3.10% | 加仓 |
 谷歌AGOOGL |
| 0.47% | 0.43% | $858.3万 | 2.4万股 | $677.7万 | 2.4万股 | +450股+1.91% | 加仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.45% | $848.8万 | 3.9万股 | $720.9万 | 3.7万股 | +2,204股+6.00% | 加仓 |
| IiShares安硕信托DVY |
| 0.45% | 0.35% | $821.2万 | 5.3万股 | $553.2万 | 3.7万股 | +1.6万股+43.79% | 加仓 |
| IiShares安硕信托IWD |
| 0.37% | 0.37% | $680.3万 | 2.8万股 | $592.0万 | 2.8万股 | +355股+1.28% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.37% | 0.36% | $670.3万 | 6.1万股 | $570.5万 | 5.9万股 | +2,083股+3.55% | 加仓 |
| V先锋领航指数基金VB |
| 0.35% | 0.35% | $648.6万 | 2.1万股 | $551.9万 | 2.1万股 | +327股+1.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.4% | $643.8万 | 1.3万股 | $629.0万 | 1.3万股 | -260股-1.98% | 减仓 |
| V先锋领航指数基金VV |
| 0.33% | 0.35% | $604.5万 | 1.8万股 | $555.8万 | 1.9万股 | -1,021股-5.49% | 减仓 |
 礼来LLY |
| 0.33% | 0.29% | $597.0万 | 4,977股 | $458.6万 | 4,986股 | -9股-0.18% | 减仓 |
 强生JNJ |
| 0.32% | 0.3% | $590.4万 | 2.3万股 | $481.4万 | 2.0万股 | +3,553股+18.04% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.32% | 0.36% | $579.1万 | 12.0万股 | $570.2万 | 11.9万股 | +890股+0.75% | 加仓 |
| V先锋领航全球基金VGT |
| 0.31% | 0.27% | $577.2万 | 4.8万股 | $426.5万 | 6,113股 | +4.2万股+690.05% | 加仓 |
 联合健康UNH |
| 0.31% | 0.24% | $576.5万 | 1.4万股 | $375.8万 | 1.4万股 | -18股-0.13% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.31% | 0.32% | $574.9万 | 2.4万股 | $514.0万 | 2.4万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.31% | 0.35% | $570.4万 | 6,098股 | $557.5万 | 5,595股 | +503股+8.99% | 加仓 |
 博通AVGO |
| 0.29% | 0.28% | $526.4万 | 1.4万股 | $437.1万 | 1.4万股 | -187股-1.32% | 减仓 |
 摩根大通JPM |
| 0.28% | 0.3% | $514.6万 | 1.6万股 | $469.4万 | 1.6万股 | -237股-1.49% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.26% | 0.4% | $480.9万 | 3.1万股 | $629.2万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.26% | 0.28% | $480.6万 | 5.4万股 | $447.4万 | 5.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.24% | 0.23% | $436.4万 | 2.9万股 | $362.0万 | 2.9万股 | +307股+1.05% | 加仓 |
