| V先锋领航·FTSEVEA |
| 6.42% | 6.12% | $1,736.7万 | 24.4万股 | $1,558.7万 | 24.3万股 | +513股+0.21% | 加仓 |
| V先锋领航指数基金VUG |
| 5.74% | 5.15% | $1,552.6万 | 18.0万股 | $1,311.2万 | 3.0万股 | +15.0万股+500.39% | 加仓 |
| V先锋领航指数基金VTV |
| 4.95% | 4.92% | $1,339.9万 | 6.1万股 | $1,252.8万 | 6.4万股 | -2,370股-3.71% | 减仓 |
| AAvantis·U SAVUV |
| 3.92% | 3.65% | $1,061.9万 | 8.5万股 | $928.4万 | 8.4万股 | +1,075股+1.28% | 加仓 |
| S道富SLYG |
| 3.51% | 2.98% | $948.8万 | 8.0万股 | $757.7万 | 7.8万股 | +1,221股+1.56% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 3.16% | 3.48% | $854.3万 | 20.6万股 | $884.8万 | 21.3万股 | -7,093股-3.33% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.64% | 2.42% | $714.6万 | 17.8万股 | $615.9万 | 18.2万股 | -4,157股-2.29% | 减仓 |
| WWORLD GOLD TRGLD |
| 2.57% | 3.17% | $696.1万 | 8.8万股 | $808.1万 | 8.7万股 | +462股+0.53% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.47% | 2.3% | $668.2万 | 15.1万股 | $585.2万 | 15.1万股 | +39股+0.03% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.45% | 2.26% | $663.7万 | 7.8万股 | $576.2万 | 7.5万股 | +2,904股+3.89% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 2.35% | 2.49% | $636.1万 | 8.2万股 | $634.1万 | 8.2万股 | +275股+0.34% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.24% | 1.94% | $606.4万 | 23.2万股 | $494.8万 | 20.9万股 | +2.3万股+10.79% | 加仓 |
| A美国世纪ETF信托AVUS |
| 2.18% | 2.01% | $591.2万 | 4.6万股 | $512.0万 | 4.6万股 | +101股+0.22% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.09% | 2.08% | $566.0万 | 11.2万股 | $528.9万 | 11.6万股 | -3,548股-3.06% | 减仓 |
 苹果AAPL |
| 2.04% | 1.78% | $551.9万 | 1.9万股 | $452.9万 | 1.8万股 | +1,226股+6.87% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.97% | 1.9% | $533.2万 | 15.2万股 | $484.9万 | 14.4万股 | +8,199股+5.69% | 加仓 |
| SSPDR道富系列信托SPTL |
| 1.88% | 1.99% | $510.0万 | 19.4万股 | $506.0万 | 19.2万股 | +2,044股+1.06% | 加仓 |
| SSPDR道富系列信托QUS |
| 1.69% | 1.68% | $456.5万 | 2.4万股 | $426.8万 | 2.5万股 | -439股-1.77% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.6% | 1.62% | $432.8万 | 2.7万股 | $412.2万 | 2.8万股 | -444股-1.60% | 减仓 |
 AVANTIS INTLNGG |
| 1.59% | 1.4% | $429.3万 | 4.8万股 | $355.7万 | 4.2万股 | +6,197股+14.78% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.57% | 1.48% | $425.2万 | 1.7万股 | $376.2万 | 1.7万股 | +182股+1.05% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.37% | 1.4% | $370.9万 | 7.2万股 | $357.0万 | 7.6万股 | -4,475股-5.88% | 减仓 |
 英伟达NVDA |
| 1.37% | 1.26% | $369.5万 | 1.8万股 | $320.2万 | 1.8万股 | +108股+0.59% | 加仓 |
| G通用动力VTI |
| 1.36% | 1.07% | $368.7万 | 9,963股 | $272.9万 | 8,506股 | +1,457股+17.13% | 加仓 |
| V先锋领航指数基金VOO |
| 1.33% | 1.27% | $359.6万 | 5,235股 | $324.3万 | 5,428股 | -193股-3.56% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.23% | 1.04% | $332.8万 | 2.8万股 | $264.6万 | 2.7万股 | +947股+3.50% | 加仓 |
| TTHORNBURG ETF TRTMB |
| 1.21% | 1.08% | $328.3万 | 13.0万股 | $275.1万 | 10.8万股 | +2.2万股+20.09% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.21% | 1.2% | $327.3万 | 7.9万股 | $305.9万 | 7.9万股 | +827股+1.05% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.21% | 1.23% | $326.2万 | 5.5万股 | $314.0万 | 5.8万股 | -3,436股-5.91% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.17% | 1.34% | $316.5万 | 3.1万股 | $340.7万 | 3.4万股 | -2,489股-7.35% | 减仓 |
| V先锋领航指数基金VBK |
| 1.09% | 0.94% | $294.1万 | 8,042股 | $240.0万 | 7,941股 | +101股+1.27% | 加仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 1.04% | 1.1% | $281.6万 | 11.0万股 | $279.0万 | 10.7万股 | +2,401股+2.24% | 加仓 |
| S道富SPYM |
| 1.04% | 0.93% | $281.0万 | 3.2万股 | $237.2万 | 3.1万股 | +991股+3.20% | 加仓 |
 特斯拉TSLA |
| 1% | 0.94% | $271.6万 | 6,457股 | $240.3万 | 6,463股 | -6股-0.09% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.94% | 0.95% | $255.3万 | 1.7万股 | $240.7万 | 1.7万股 | +42股+0.25% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.9% | 0.92% | $242.4万 | 2.4万股 | $233.7万 | 2.3万股 | +623股+2.66% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.88% | 0.79% | $237.7万 | 5.2万股 | $201.4万 | 4.5万股 | +7,358股+16.51% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.87% | 0.67% | $235.4万 | 3,152股 | $170.1万 | 2,615股 | +537股+20.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 0.75% | $229.9万 | 6,507股 | $192.0万 | 6,693股 | -186股-2.78% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.82% | 0.82% | $222.5万 | 8.4万股 | $209.2万 | 8.0万股 | +4,033股+5.05% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 0.77% | 0.71% | $208.8万 | 7.2万股 | $181.5万 | 7.2万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVGE |
| 0.76% | 0.6% | $205.1万 | 2.1万股 | $152.7万 | 1.7万股 | +3,347股+19.30% | 加仓 |
| I景顺QQQ信托VOO |
| 0.69% | 0.57% | $185.8万 | 2,523股 | $146.0万 | 2,529股 | -6股-0.24% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.68% | 0.73% | $185.2万 | 3.7万股 | $185.2万 | 3.7万股 | -516股-1.39% | 减仓 |
 亚马逊AMZN |
| 0.68% | 0.66% | $183.8万 | 7,710股 | $168.1万 | 8,070股 | -360股-4.46% | 减仓 |
| S道富SPYV |
| 0.64% | 0.62% | $172.4万 | 2.8万股 | $158.7万 | 2.8万股 | +307股+1.09% | 加仓 |
 谷歌AGOOGL |
| 0.62% | 0.49% | $167.8万 | 4,694股 | $124.5万 | 4,331股 | +363股+8.38% | 加仓 |
 微软MSFT |
| 0.6% | 0.62% | $161.1万 | 4,318股 | $156.6万 | 4,230股 | +88股+2.08% | 加仓 |
| S道富SPSM |
| 0.53% | 0.36% | $143.7万 | 2.5万股 | $92.3万 | 1.9万股 | +5,816股+30.44% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.5% | 0.46% | $135.2万 | 1.4万股 | $117.0万 | 1.3万股 | +829股+6.28% | 加仓 |
