| G通用动力VTI |
| 21.65% | 21.28% | $6,409.7万 | 17.3万股 | $5,427.9万 | 16.9万股 | +4,022股+2.38% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 16.75% | 16.66% | $4,958.9万 | 59.2万股 | $4,249.6万 | 56.6万股 | +2.6万股+4.64% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 7.81% | 7.53% | $2,313.0万 | 21.2万股 | $1,919.6万 | 20.3万股 | +9,021股+4.44% | 加仓 |
| V先锋领航指数基金VNQ |
| 7.13% | 7.24% | $2,112.6万 | 21.9万股 | $1,845.7万 | 20.8万股 | +1.1万股+5.28% | 加仓 |
| V先锋领航·TOTALBND |
| 5.56% | 5.91% | $1,645.2万 | 22.4万股 | $1,506.6万 | 20.5万股 | +2.0万股+9.54% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.34% | 5.28% | $1,582.2万 | 26.5万股 | $1,346.9万 | 24.9万股 | +1.6万股+6.37% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.75% | 4.92% | $1,405.8万 | 16.4万股 | $1,254.0万 | 16.3万股 | +1,812股+1.11% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.53% | 4.29% | $1,340.8万 | 46.3万股 | $1,092.8万 | 43.5万股 | +2.8万股+6.34% | 加仓 |
| V先锋领航·SMALLVBR |
| 3.68% | 3.82% | $1,089.0万 | 4.5万股 | $973.7万 | 4.5万股 | -3股-0.01% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.63% | 4.13% | $1,075.8万 | 21.3万股 | $1,054.1万 | 23.1万股 | -1.7万股-7.54% | 减仓 |
| IiShares安硕信托GVI |
| 3% | 3.21% | $888.0万 | 8.3万股 | $819.1万 | 7.7万股 | +5,352股+6.94% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2% | 2.16% | $593.1万 | 11.5万股 | $551.2万 | 11.8万股 | -2,957股-2.52% | 减仓 |
 苹果AAPL |
| 1.52% | 1.51% | $450.7万 | 1.6万股 | $385.3万 | 1.5万股 | +392股+2.58% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.39% | 1.65% | $412.4万 | 8.2万股 | $421.3万 | 8.4万股 | -2,919股-3.46% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.14% | 1.09% | $338.1万 | 2.8万股 | $278.3万 | 2.8万股 | -13股-0.05% | 减仓 |
| S嘉信策略信托SCHF |
| 1.1% | 1.09% | $325.9万 | 11.8万股 | $279.2万 | 11.3万股 | +4,833股+4.28% | 加仓 |
| S道富SPYV |
| 0.86% | 0.94% | $255.4万 | 4.2万股 | $239.4万 | 4.2万股 | -288股-0.68% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.8% | 0.81% | $236.9万 | 10.0万股 | $207.7万 | 9.7万股 | +3,377股+3.49% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.61% | 0.61% | $179.6万 | 2.0万股 | $156.4万 | 2.0万股 | 00.00% | 持仓不变 |
| S道富SPAB |
| 0.54% | 0.39% | $161.3万 | 6.3万股 | $99.1万 | 3.9万股 | +2.5万股+63.42% | 加仓 |
| V先锋领航指数基金VBK |
| 0.4% | 0.39% | $119.5万 | 3,268股 | $99.2万 | 3,283股 | -15股-0.46% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.38% | 0.78% | $111.9万 | 1.5万股 | $198.8万 | 2.6万股 | -1.2万股-43.75% | 减仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.37% | 0.39% | $108.4万 | 5,544股 | $100.2万 | 5,992股 | -448股-7.48% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.33% | 0.41% | $97.1万 | 1.4万股 | $104.8万 | 1.6万股 | -2,729股-16.68% | 减仓 |
 微软MSFT |
| 0.3% | 0.33% | $89.9万 | 2,411股 | $83.8万 | 2,265股 | +146股+6.45% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.29% | — | $86.5万 | 4,781股 | $0 | 0股 | +4,781股 | 新买入 |
| IiShares安硕信托USRT |
| 0.25% | 0.24% | $72.8万 | 1.1万股 | $61.0万 | 1.0万股 | +647股+6.28% | 加仓 |
 博通AVGO |
| 0.23% | 0.22% | $69.2万 | 1,833股 | $57.0万 | 1,842股 | -9股-0.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.22% | $68.6万 | 1,941股 | $55.7万 | 1,941股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.23% | 0.21% | $67.7万 | 920股 | $53.1万 | 920股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.18% | 0.2% | $52.5万 | 765股 | $51.4万 | 861股 | -96股-11.15% | 减仓 |
 卡特彼勒CAT |
| 0.17% | 0.13% | $51.6万 | 485股 | $34.3万 | 485股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 0.16% | — | $46.6万 | 915股 | $0 | 0股 | +915股 | 新买入 |
| V先锋领航·MALVERN FDSVTIP |
| 0.15% | 0.11% | $43.4万 | 8,635股 | $28.2万 | 5,637股 | +2,998股+53.18% | 加仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.13% | — | $38.2万 | 6,188股 | $0 | 0股 | +6,188股 | 新买入 |
 亚马逊AMZN |
| 0.12% | 0.11% | $36.9万 | 1,547股 | $28.4万 | 1,362股 | +185股+13.58% | 加仓 |
 摩根大通JPM |
| 0.12% | 0.13% | $36.9万 | 1,126股 | $33.1万 | 1,126股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.12% | — | $36.5万 | 5,072股 | $0 | 0股 | +5,072股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.12% | $36.0万 | 482股 | $31.4万 | 482股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.12% | 0.13% | $35.8万 | 1,643股 | $32.2万 | 1,643股 | 00.00% | 持仓不变 |
| S道富SLYG |
| 0.12% | 0.11% | $35.6万 | 2,990股 | $28.9万 | 2,990股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.12% | 0.12% | $35.5万 | 4,289股 | $30.0万 | 4,308股 | -19股-0.44% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.12% | 0.13% | $35.5万 | 1,499股 | $32.2万 | 1,499股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.11% | 0.14% | $32.9万 | 9,107股 | $35.8万 | 1.2万股 | -3,208股-26.05% | 减仓 |
| S道富SPYM |
| 0.1% | 0.1% | $30.0万 | 3,419股 | $26.2万 | 3,419股 | 00.00% | 持仓不变 |
 VisaV |
| 0.1% | — | $29.1万 | 849股 | $0 | 0股 | +849股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.1% | 0.1% | $28.6万 | 1,738股 | $24.8万 | 1,738股 | 00.00% | 持仓不变 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.09% | 0.1% | $25.9万 | 1,128股 | $25.0万 | 1,155股 | -27股-2.34% | 减仓 |
| IiShares安硕信托DGRO |
| 0.09% | 0.09% | $25.9万 | 3,411股 | $23.9万 | 3,411股 | 00.00% | 持仓不变 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.09% | 0.09% | $25.8万 | 6,347股 | $22.8万 | 6,347股 | 00.00% | 持仓不变 |
