| G通用动力VTI |
| 25.41% | 24.76% | $1.09亿 | 29.6万股 | $9,471.4万 | 28.7万股 | +9,011股+3.14% | 加仓 |
| V先锋领航STAR基金VXUS |
| 19.68% | 18.92% | $8,470.7万 | 99.5万股 | $7,237.8万 | 92.6万股 | +6.9万股+7.43% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 8.92% | 9.4% | $3,839.5万 | 46.2万股 | $3,594.6万 | 46.8万股 | -5,383股-1.15% | 减仓 |
| V先锋领航·TOTALBND |
| 6.46% | 6.7% | $2,779.5万 | 37.9万股 | $2,561.7万 | 34.8万股 | +3.1万股+8.99% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 6.44% | 7.08% | $2,772.3万 | 55.2万股 | $2,709.2万 | 54.1万股 | +1.1万股+2.04% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.88% | 6.16% | $2,528.4万 | 52.2万股 | $2,355.9万 | 49.0万股 | +3.2万股+6.60% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.91% | 5.16% | $2,112.5万 | 25.6万股 | $1,972.5万 | 23.8万股 | +1.8万股+7.41% | 加仓 |
| V先锋领航指数基金VOO |
| 3.69% | 3.77% | $1,588.5万 | 2.3万股 | $1,441.3万 | 2.3万股 | -127股-0.54% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.72% | 2.69% | $1,168.9万 | 14.8万股 | $1,029.0万 | 13.0万股 | +1.8万股+14.01% | 加仓 |
| V先锋领航指数基金VXF |
| 2.37% | 2.06% | $1,020.2万 | 4.2万股 | $788.0万 | 3.8万股 | +4,171股+11.11% | 加仓 |
| V先锋领航指数基金VTV |
| 1.61% | 1.32% | $691.0万 | 3.2万股 | $503.5万 | 2.6万股 | +6,070股+23.67% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.41% | 1.42% | $606.5万 | 8,138股 | $542.6万 | 8,138股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 1.2% | 1.26% | $515.3万 | 7.2万股 | $480.7万 | 7.5万股 | -2,682股-3.58% | 减仓 |
| IiShares安硕信托ITOT |
| 0.93% | 0.82% | $399.9万 | 2.4万股 | $314.5万 | 2.2万股 | +2,442股+11.14% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.83% | 1.18% | $355.8万 | 3.5万股 | $452.3万 | 4.6万股 | -1.0万股-22.51% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.79% | 0.49% | $342.0万 | 11.8万股 | $185.8万 | 7.4万股 | +4.4万股+59.52% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.6% | 0.68% | $259.4万 | 3.4万股 | $260.9万 | 3.4万股 | -215股-0.62% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.46% | 0.49% | $198.3万 | 1.3万股 | $185.8万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.45% | 0.46% | $192.6万 | 2.0万股 | $177.6万 | 2.1万股 | -320股-1.56% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.39% | 0.38% | $166.1万 | 1.5万股 | $146.4万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.35% | 0.33% | $151.5万 | 1.8万股 | $124.7万 | 3,608股 | +1.4万股+387.53% | 加仓 |
| V先锋领航指数基金VB |
| 0.33% | 0.32% | $141.7万 | 4,676股 | $122.6万 | 4,674股 | +2股+0.04% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.31% | 0.33% | $132.1万 | 5,582股 | $124.7万 | 5,800股 | -218股-3.76% | 减仓 |
| S嘉信·USSCHA |
| 0.22% | 0.2% | $93.1万 | 2.6万股 | $75.0万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.21% | 0.23% | $90.6万 | 1.2万股 | $86.7万 | 1.2万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.21% | 0.06% | $89.2万 | 773股 | $24.1万 | 713股 | +60股+8.42% | 加仓 |
 微软MSFT |
| 0.2% | 0.15% | $84.1万 | 2,254股 | $57.8万 | 1,563股 | +691股+44.21% | 加仓 |
 苹果AAPL |
| 0.18% | 0.12% | $77.6万 | 2,553股 | $46.2万 | 1,770股 | +783股+44.24% | 加仓 |
 谷歌AGOOGL |
| 0.18% | 0.11% | $77.2万 | 2,159股 | $43.7万 | 1,518股 | +641股+42.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.18% | $77.1万 | 1,541股 | $67.9万 | 1,416股 | +125股+8.83% | 加仓 |
 英伟达NVDA |
| 0.16% | 0.08% | $69.6万 | 3,478股 | $29.0万 | 1,665股 | +1,813股+108.89% | 加仓 |
| V先锋领航·MIDVO |
| 0.16% | 0.18% | $69.6万 | 8,633股 | $67.8万 | 2,497股 | +6,136股+245.73% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.14% | 0.14% | $60.2万 | 1.0万股 | $53.7万 | 9,937股 | +149股+1.50% | 加仓 |
| V先锋领航债券指数基金BLV |
| 0.14% | 0.15% | $60.1万 | 8,724股 | $59.3万 | 8,618股 | +106股+1.23% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.13% | 0.14% | $57.3万 | 5,832股 | $55.0万 | 5,832股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.13% | 0.12% | $54.8万 | 731股 | $47.7万 | 730股 | +1股+0.14% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.12% | 0.13% | $53.5万 | 1.0万股 | $48.5万 | 1.1万股 | -406股-3.78% | 减仓 |
 强生JNJ |
| 0.12% | 0.1% | $50.6万 | 1,950股 | $38.5万 | 1,632股 | +318股+19.49% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.11% | 0.12% | $48.3万 | 4,782股 | $47.8万 | 4,782股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.11% | 0.62% | $47.7万 | 4,737股 | $238.2万 | 2.4万股 | -1.9万股-79.99% | 减仓 |
 艾伯维ABBV |
| 0.1% | 0.09% | $41.7万 | 1,646股 | $32.9万 | 1,531股 | +115股+7.51% | 加仓 |
 博通AVGO |
| 0.09% | 0.06% | $40.8万 | 1,079股 | $22.6万 | 730股 | +349股+47.81% | 加仓 |
 亚马逊AMZN |
| 0.09% | 0.06% | $37.3万 | 1,566股 | $22.7万 | 1,088股 | +478股+43.93% | 加仓 |
 摩根大通JPM |
| 0.08% | 0.07% | $34.9万 | 1,065股 | $25.2万 | 856股 | +209股+24.42% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.07% | 0.08% | $31.1万 | 3,511股 | $29.2万 | 3,358股 | +153股+4.56% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.07% | 0.07% | $28.7万 | 2,481股 | $26.1万 | 2,482股 | -1股-0.04% | 减仓 |
 应用材料AMAT |
| 0.06% | — | $27.6万 | 382股 | $0 | 0股 | +382股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.06% | 0.07% | $27.1万 | 924股 | $25.6万 | 924股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.06% | 0.06% | $25.7万 | 8,259股 | $23.0万 | 8,259股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.06% | 0.06% | $25.2万 | 800股 | $23.0万 | 800股 | 00.00% | 持仓不变 |
