| V先锋领航债券指数基金BIV |
| 20.38% | 21.96% | $3,465.9万 | 45.2万股 | $3,296.6万 | 42.7万股 | +2.5万股+5.79% | 加仓 |
| S嘉信·USSCHX |
| 19.02% | 18.85% | $3,233.7万 | 109.9万股 | $2,829.2万 | 110.3万股 | -4,658股-0.42% | 减仓 |
| G通用动力VTI |
| 17.48% | 16.55% | $2,972.8万 | 8.0万股 | $2,483.9万 | 7.7万股 | +2,910股+3.76% | 加仓 |
| V先锋领航·FTSEVEA |
| 11.18% | 11.36% | $1,900.8万 | 26.7万股 | $1,705.6万 | 26.6万股 | +611股+0.23% | 加仓 |
| V先锋领航STAR基金VXUS |
| 5.48% | 5.39% | $931.7万 | 10.9万股 | $808.4万 | 10.5万股 | +4,142股+3.95% | 加仓 |
| S嘉信·USSCHA |
| 2.97% | 2.72% | $505.8万 | 14.0万股 | $408.1万 | 14.0万股 | -332股-0.24% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.77% | 2.8% | $471.3万 | 7.9万股 | $420.3万 | 7.8万股 | +1,198股+1.54% | 加仓 |
 微软MSFT |
| 2.29% | 2.58% | $390.1万 | 1.0万股 | $387.0万 | 1.0万股 | +2股+0.02% | 加仓 |
 苹果AAPL |
| 1.84% | 1.83% | $313.1万 | 1.1万股 | $274.6万 | 1.1万股 | +1股+0.01% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.51% | 1.63% | $256.5万 | 6.9万股 | $245.2万 | 6.9万股 | -160股-0.23% | 减仓 |
| V先锋领航·TOTALBND |
| 1.29% | 1.5% | $220.1万 | 3.0万股 | $224.7万 | 3.1万股 | -544股-1.78% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.11% | 1.24% | $188.7万 | 2.4万股 | $185.5万 | 2.3万股 | +475股+2.03% | 加仓 |
 强生JNJ |
| 0.65% | 0.71% | $110.7万 | 4,359股 | $106.5万 | 4,356股 | +3股+0.07% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.6% | $103.3万 | 4,336股 | $90.3万 | 4,336股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.56% | 0.55% | $94.8万 | 1,265股 | $82.6万 | 1,265股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.59% | $92.7万 | 1,852股 | $88.7万 | 1,852股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.5% | $87.1万 | 1,166股 | $75.8万 | 1,165股 | +1股+0.09% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.43% | 0.41% | $72.7万 | 5,501股 | $61.8万 | 5,501股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.4% | 0.4% | $67.8万 | 1.7万股 | $59.8万 | 1.7万股 | -600股-3.47% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.36% | $60.3万 | 1,842股 | $54.2万 | 1,841股 | +1股+0.05% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.35% | 0.34% | $59.8万 | 4,817股 | $51.4万 | 1,204股 | +3,613股+300.08% | 加仓 |
 沃尔玛WMT |
| 0.33% | 0.41% | $56.0万 | 4,947股 | $61.4万 | 4,942股 | +5股+0.10% | 加仓 |
| V先锋领航指数基金VOO |
| 0.31% | 0.27% | $52.2万 | 709股 | $40.9万 | 709股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.28% | $51.7万 | 1,464股 | $42.0万 | 1,464股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.3% | 0.32% | $51.3万 | 5,600股 | $47.7万 | 5,600股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.27% | 0.27% | $46.3万 | 4,528股 | $40.6万 | 4,527股 | +1股+0.02% | 加仓 |
 卡特彼勒CAT |
| 0.26% | 0.2% | $44.8万 | 421股 | $29.8万 | 420股 | +1股+0.24% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.26% | 0.26% | $44.5万 | 5,410股 | $38.7万 | 5,396股 | +14股+0.26% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.26% | 0.29% | $43.5万 | 4,313股 | $43.1万 | 4,313股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.22% | 0.18% | $38.2万 | 800股 | $27.0万 | 800股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.21% | 0.2% | $36.0万 | 2,616股 | $29.6万 | 2,616股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.2% | 0.26% | $34.2万 | 1,712股 | $38.6万 | 2,210股 | -498股-22.53% | 减仓 |
 应用材料AMAT |
| 0.2% | — | $34.2万 | 473股 | $0 | 0股 | +473股 | 新买入 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.2% | 0.23% | $34.1万 | 7,190股 | $33.9万 | 7,125股 | +65股+0.91% | 加仓 |
 好市多COST |
| 0.2% | 0.24% | $33.9万 | 362股 | $36.1万 | 362股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.2% | 0.2% | $33.8万 | 6,534股 | $29.5万 | 6,532股 | +2股+0.03% | 加仓 |
| SSPDR黄金信托GLD |
| 0.2% | 0.26% | $33.7万 | 916股 | $39.4万 | 916股 | 00.00% | 持仓不变 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.2% | — | $33.3万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 AMGEN COMAMGN |
| 0.18% | 0.2% | $31.1万 | 859股 | $30.1万 | 856股 | +3股+0.35% | 加仓 |
 雷神技术RTX |
| 0.18% | 0.21% | $31.1万 | 1,638股 | $31.6万 | 1,636股 | +2股+0.12% | 加仓 |
 礼来LLY |
| 0.18% | 0.16% | $30.7万 | 256股 | $23.5万 | 256股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.18% | 0.19% | $30.0万 | 795股 | $27.8万 | 898股 | -103股-11.47% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.18% | 0.16% | $29.9万 | 5,310股 | $24.7万 | 5,310股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.18% | 0.17% | $29.8万 | 1,061股 | $25.6万 | 1,058股 | +3股+0.28% | 加仓 |
 ExpediaEXPE |
| 0.17% | 0.17% | $29.2万 | 1,790股 | $25.6万 | 1,790股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.17% | 0.17% | $28.6万 | 5,194股 | $25.1万 | 5,189股 | +5股+0.10% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.17% | 0.18% | $28.2万 | 5,814股 | $27.7万 | 5,773股 | +41股+0.71% | 加仓 |
 思科CSCO |
| 0.17% | — | $28.1万 | 2,390股 | $0 | 0股 | +2,390股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.16% | 0.15% | $26.6万 | 887股 | $22.0万 | 887股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.16% | 0.22% | $26.5万 | 1,600股 | $33.1万 | 1,600股 | 00.00% | 持仓不变 |
