| V先锋领航·MIDVO |
| 15.68% | 15.22% | $5,413.9万 | 67.0万股 | $5,064.3万 | 16.4万股 | +50.6万股+307.88% | 加仓 |
| V先锋领航指数基金VOO |
| 12.13% | 11.71% | $4,186.1万 | 6.1万股 | $3,896.2万 | 6.0万股 | +772股+1.29% | 加仓 |
| IiShares安硕信托GVI |
| 8.69% | 8.31% | $3,000.8万 | 28.2万股 | $2,764.1万 | 25.9万股 | +2.3万股+9.06% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.59% | 8.64% | $2,966.9万 | 42.0万股 | $2,875.6万 | 41.5万股 | +5,468股+1.32% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 8.28% | 8.48% | $2,856.7万 | 34.4万股 | $2,822.1万 | 33.4万股 | +1.0万股+3.04% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 6.71% | 7.1% | $2,316.3万 | 29.5万股 | $2,362.5万 | 29.7万股 | -2,470股-0.83% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.67% | 6.83% | $2,301.7万 | 39.6万股 | $2,271.0万 | 38.8万股 | +8,637股+2.23% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.71% | 5.78% | $1,970.1万 | 33.3万股 | $1,924.3万 | 32.7万股 | +6,808股+2.08% | 加仓 |
| V先锋领航指数基金VB |
| 4.18% | 4.14% | $1,443.9万 | 4.9万股 | $1,377.0万 | 4.8万股 | +512股+1.06% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.11% | 3.12% | $1,075.2万 | 11.0万股 | $1,037.0万 | 10.7万股 | +3,321股+3.11% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.38% | 2.46% | $822.3万 | 17.1万股 | $817.6万 | 16.9万股 | +2,077股+1.23% | 加仓 |
| IiShares安硕信托IVV |
| 1.78% | 1.74% | $614.9万 | 8,143股 | $578.8万 | 8,128股 | +15股+0.18% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.76% | 1.66% | $608.3万 | 3.9万股 | $553.0万 | 3.8万股 | +735股+1.91% | 加仓 |
| G通用动力VTI |
| 1.45% | 1.42% | $499.2万 | 1.3万股 | $471.0万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 1.35% | 1.47% | $465.6万 | 9.3万股 | $489.9万 | 9.7万股 | -4,496股-4.63% | 减仓 |
| IiShares安硕信托SUSB |
| 1.14% | 1.16% | $392.5万 | 15.8万股 | $386.9万 | 15.4万股 | +4,074股+2.65% | 加仓 |
| V先锋领航全球基金VSGX |
| 1.02% | 1.01% | $351.9万 | 4.4万股 | $336.4万 | 4.3万股 | +727股+1.70% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.01% | 1.09% | $348.3万 | 2.3万股 | $362.4万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.99% | 0.97% | $341.4万 | 8,296股 | $322.3万 | 8,296股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.91% | 0.95% | $315.5万 | 1.3万股 | $317.6万 | 1.3万股 | -43股-0.34% | 减仓 |
| IiShares安硕ESGE |
| 0.7% | 0.69% | $240.7万 | 4.6万股 | $230.9万 | 4.6万股 | +213股+0.47% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.69% | 0.74% | $237.6万 | 5.2万股 | $244.6万 | 5.1万股 | +1,317股+2.58% | 加仓 |
 英伟达NVDA |
| 0.54% | 0.54% | $185.5万 | 8,759股 | $178.5万 | 8,833股 | -74股-0.84% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.41% | $144.8万 | 1,926股 | $136.5万 | 1,926股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.4% | 0.41% | $139.1万 | 2,019股 | $135.2万 | 2,019股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.4% | 0.41% | $137.6万 | 1.4万股 | $137.7万 | 1.4万股 | +15股+0.11% | 加仓 |
| IiShares安硕信托EEM |
| 0.38% | 0.38% | $131.0万 | 2.0万股 | $126.1万 | 2.0万股 | -11股-0.06% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.34% | 0.35% | $116.4万 | 2.3万股 | $117.3万 | 2.3万股 | -84股-0.36% | 减仓 |
 微软MSFT |
| 0.32% | 0.37% | $111.8万 | 2,905股 | $123.4万 | 2,952股 | -47股-1.59% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.3% | 0.32% | $103.0万 | 2.0万股 | $104.9万 | 2.0万股 | -149股-0.75% | 减仓 |
 好市多COST |
| 0.26% | 0.29% | $88.5万 | 960股 | $95.7万 | 959股 | +1股+0.10% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.19% | 0.21% | $65.6万 | 5,978股 | $69.4万 | 6,635股 | -657股-9.90% | 减仓 |
 苹果AAPL |
| 0.14% | 0.12% | $46.9万 | 1,488股 | $40.6万 | 1,487股 | +1股+0.07% | 加仓 |
 NETFLIXNFLX |
| 0.13% | 0.17% | $43.6万 | 5,924股 | $56.2万 | 5,924股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.06% | $40.7万 | 1,140股 | $21.5万 | 640股 | +500股+78.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.1% | $33.1万 | 675股 | $31.9万 | 675股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.08% | 0.07% | $27.8万 | 298股 | $23.8万 | 298股 | 00.00% | 持仓不变 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.07% | 0.08% | $24.7万 | 2,388股 | $25.6万 | 2,480股 | -92股-3.71% | 减仓 |
 NetEase, Inc. ADRNTES |
| 0.07% | 0.06% | $23.1万 | 1,798股 | $21.1万 | 1,788股 | +10股+0.56% | 加仓 |
 AMD超威AMD |
| 0.06% | 0.03% | $21.9万 | 400股 | $11.0万 | 400股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.04% | 0.03% | $14.5万 | 1,348股 | $8.9万 | 1,348股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INTER REAL ESTATE ETFRWX |
| 0.04% | 0.04% | $12.8万 | 4,686股 | $13.5万 | 4,686股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.03% | 0.03% | $10.3万 | 1,240股 | $10.1万 | 1,240股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.03% | 0.04% | $9.9万 | 740股 | $13.3万 | 909股 | -169股-18.59% | 减仓 |
 ADPADP |
| 0.03% | 0.02% | $9.9万 | 400股 | $8.1万 | 400股 | 00.00% | 持仓不变 |
 波音BA |
| 0.02% | 0.02% | $7.8万 | 359股 | $8.1万 | 358股 | +1股+0.28% | 加仓 |
| IiShares安硕·COREIJR |
| 0.02% | 0.02% | $7.7万 | 533股 | $7.3万 | 533股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.02% | 0.02% | $7.3万 | 110股 | $7.4万 | 110股 | 00.00% | 持仓不变 |
| NNUSHARES ETF TRNUEM |
| 0.02% | 0.02% | $7.2万 | 1,755股 | $7.1万 | 1,755股 | 00.00% | 持仓不变 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.02% | 0.02% | $7.1万 | 369股 | $6.5万 | 369股 | 00.00% | 持仓不变 |
