| S嘉信·USSCHX |
| 16.49% | 14.78% | $2,755.7万 | 93.6万股 | $2,387.4万 | 93.1万股 | +5,239股+0.56% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 16.39% | 15.14% | $2,739.5万 | 11.6万股 | $2,445.1万 | 11.4万股 | +2,085股+1.83% | 加仓 |
| V先锋领航白厅基金VNQ |
| 11.39% | 11.11% | $1,903.9万 | 20.4万股 | $1,793.9万 | 20.3万股 | +1,090股+0.54% | 加仓 |
| F富达Covington信托FSMD |
| 9.41% | 8.4% | $1,572.0万 | 29.7万股 | $1,356.9万 | 30.3万股 | -5,970股-1.97% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 7.92% | 7.88% | $1,324.3万 | 22.8万股 | $1,273.3万 | 21.8万股 | +1.0万股+4.62% | 加仓 |
| PPacer基金信托COWZ |
| 7.46% | 7.79% | $1,247.4万 | 20.1万股 | $1,258.6万 | 20.1万股 | -641股-0.32% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 6.54% | 6.57% | $1,092.8万 | 31.2万股 | $1,060.6万 | 31.5万股 | -3,038股-0.96% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 5.49% | 5.2% | $916.8万 | 11.9万股 | $839.6万 | 10.9万股 | +1.0万股+9.40% | 加仓 |
| S道富SLYG |
| 1.85% | 1.71% | $309.9万 | 2.6万股 | $276.3万 | 2.9万股 | -2,578股-9.02% | 减仓 |
| S道富MDYG |
| 1.66% | 1.44% | $276.7万 | 2.5万股 | $233.3万 | 2.4万股 | +371股+1.53% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 1.3% | 1.1% | $216.6万 | 2.6万股 | $178.2万 | 4,371股 | +2.2万股+499.86% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.11% | 0.32% | $185.0万 | 7.1万股 | $52.0万 | 2.2万股 | +4.9万股+222.00% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.96% | 1.13% | $160.7万 | 3.2万股 | $182.7万 | 3.7万股 | -4,854股-13.26% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.9% | 0.69% | $150.1万 | 2.0万股 | $112.2万 | 1.5万股 | +5,006股+33.76% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.87% | 0.87% | $145.2万 | 1.4万股 | $139.8万 | 1.4万股 | +511股+3.70% | 加仓 |
| IiShares安硕信托IVV |
| 0.84% | 0.76% | $139.9万 | 1,868股 | $122.0万 | 1,868股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.75% | 0.64% | $125.6万 | 8,004股 | $104.1万 | 7,529股 | +475股+6.31% | 加仓 |
 HERCULES CAPITALHTGC |
| 0.72% | — | $120.5万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | 0.69% | $116.9万 | 2,336股 | $111.0万 | 2,317股 | +19股+0.82% | 加仓 |
| V先锋领航指数基金VV |
| 0.6% | 0.54% | $99.9万 | 2,904股 | $86.8万 | 2,904股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.56% | 0.56% | $93.8万 | 6,163股 | $89.9万 | 6,163股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.54% | 0.48% | $90.1万 | 6,553股 | $78.2万 | 6,912股 | -359股-5.19% | 减仓 |
| IiShares安硕信托AOA |
| 0.53% | 0.52% | $88.5万 | 9,070股 | $83.8万 | 9,475股 | -405股-4.27% | 减仓 |
| A美国世纪ETF信托AVMC |
| 0.5% | 0.46% | $83.3万 | 1.0万股 | $74.4万 | 1.0万股 | +77股+0.75% | 加仓 |
 TRINITY CAPTRIN |
| 0.46% | — | $76.3万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.41% | 0.36% | $68.0万 | 4,137股 | $58.9万 | 4,137股 | 00.00% | 持仓不变 |
 CAPITAL SOUTHWEST CORP COMCSWC |
| 0.38% | — | $63.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 微软MSFT |
| 0.34% | 0.38% | $57.3万 | 1,536股 | $60.9万 | 1,646股 | -110股-6.68% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.31% | 0.3% | $52.1万 | 2,294股 | $48.4万 | 2,294股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.3% | 0.26% | $50.2万 | 1,640股 | $42.2万 | 1,640股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.3% | 0.29% | $50.1万 | 4,014股 | $46.3万 | 4,188股 | -174股-4.15% | 减仓 |
 苹果AAPL |
| 0.3% | 0.28% | $49.5万 | 1,712股 | $44.6万 | 1,756股 | -44股-2.51% | 减仓 |
| V先锋领航指数基金VBK |
| 0.27% | 0.54% | $45.3万 | 1,240股 | $88.0万 | 2,912股 | -1,672股-57.42% | 减仓 |
 摩根大通交易所交易基金CET |
| 0.25% | — | $42.6万 | 8,448股 | $0 | 0股 | +8,448股 | 新买入 |
 谷歌AGOOGL |
| 0.18% | 0.16% | $30.7万 | 858股 | $26.0万 | 904股 | -46股-5.09% | 减仓 |
| IiShares安硕信托AOR |
| 0.18% | 0.18% | $29.3万 | 4,210股 | $29.5万 | 4,587股 | -377股-8.22% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.17% | 0.15% | $28.1万 | 1,788股 | $24.7万 | 1,788股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.15% | — | $25.4万 | 611股 | $0 | 0股 | +611股 | 新买入 |
 PALO ALTOPANW |
| 0.15% | — | $24.6万 | 721股 | $0 | 0股 | +721股 | 新买入 |
 亚马逊AMZN |
| 0.14% | 0.15% | $23.3万 | 979股 | $23.7万 | 1,140股 | -161股-14.12% | 减仓 |
 博通AVGO |
| 0.13% | 0.21% | $21.7万 | 574股 | $34.4万 | 1,113股 | -539股-48.43% | 减仓 |
 滨特尔PNR |
| 0.12% | 0.15% | $20.9万 | 2,723股 | $23.8万 | 2,734股 | -11股-0.40% | 减仓 |
