| G通用动力VTI |
| 27.6% | 25.62% | $6,891.2万 | 18.6万股 | $5,468.5万 | 17.0万股 | +1.6万股+9.25% | 加仓 |
| V先锋领航·TOTALBND |
| 16.64% | 16.9% | $4,153.7万 | 56.6万股 | $3,608.4万 | 49.0万股 | +7.6万股+15.47% | 加仓 |
| V先锋领航·FTSEVEA |
| 11.4% | 11.2% | $2,845.9万 | 39.9万股 | $2,389.9万 | 37.3万股 | +2.6万股+7.09% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 6.22% | 6.28% | $1,552.0万 | 30.7万股 | $1,340.6万 | 26.9万股 | +3.8万股+14.19% | 加仓 |
| IiShares安硕信托ITOT |
| 5.33% | 5.42% | $1,329.6万 | 8.1万股 | $1,155.9万 | 8.1万股 | -217股-0.27% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.61% | 3.52% | $900.9万 | 15.1万股 | $750.4万 | 13.9万股 | +1.2万股+8.72% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.19% | 3.12% | $796.9万 | 16.5万股 | $666.5万 | 13.9万股 | +2.6万股+18.62% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 2.66% | 2.74% | $665.2万 | 12.9万股 | $584.8万 | 13.0万股 | -908股-0.70% | 减仓 |
| IiShares安硕信托GVI |
| 2.46% | 2.73% | $613.2万 | 5.7万股 | $583.2万 | 5.5万股 | +2,037股+3.71% | 加仓 |
| V先锋领航指数基金VUG |
| 1.74% | 1.72% | $435.4万 | 5.1万股 | $368.0万 | 8,424股 | +4.2万股+500.00% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.37% | 1.92% | $342.8万 | 4.5万股 | $409.9万 | 5.4万股 | -8,887股-16.40% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.11% | 1.15% | $277.4万 | 6.3万股 | $245.5万 | 6.3万股 | -650股-1.03% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.06% | 1.14% | $265.6万 | 3.4万股 | $242.7万 | 3.1万股 | +3,141股+10.15% | 加仓 |
| IiShares安硕信托IEFA |
| 0.89% | 0.98% | $222.9万 | 2.3万股 | $209.6万 | 2.3万股 | -72股-0.31% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.89% | 0.99% | $221.7万 | 5.4万股 | $211.3万 | 5.4万股 | -484股-0.89% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.84% | 0.88% | $209.7万 | 2.7万股 | $187.8万 | 2.4万股 | +2,846股+12.02% | 加仓 |
 微软MSFT |
| 0.82% | 0.95% | $204.1万 | 5,471股 | $202.5万 | 5,471股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.8% | 0.84% | $198.5万 | 9,110股 | $178.7万 | 9,110股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.73% | 0.75% | $183.2万 | 2,667股 | $159.3万 | 2,666股 | +1股+0.04% | 加仓 |
 VisaV |
| 0.71% | 0.72% | $176.4万 | 5,141股 | $152.7万 | 5,051股 | +90股+1.78% | 加仓 |
| V先锋领航全球基金VGT |
| 0.6% | 0.51% | $150.1万 | 1.3万股 | $109.5万 | 1,569股 | +1.1万股+700.13% | 加仓 |
| V先锋领航·MIDVO |
| 0.6% | 0.63% | $150.0万 | 1.9万股 | $133.6万 | 4,652股 | +1.4万股+300.30% | 加仓 |
 雅保ALB |
| 0.54% | 0.84% | $134.9万 | 9,957股 | $179.2万 | 9,957股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.45% | $116.6万 | 1,557股 | $96.6万 | 1,481股 | +76股+5.13% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.44% | 0.46% | $108.8万 | 2.1万股 | $98.9万 | 2.1万股 | -58股-0.28% | 减仓 |
 苹果AAPL |
| 0.34% | 0.38% | $85.6万 | 2,957股 | $81.0万 | 3,193股 | -236股-7.39% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.33% | 0.33% | $82.9万 | 2.1万股 | $70.9万 | 2.1万股 | -333股-1.59% | 减仓 |
| S嘉信策略信托SCHD |
| 0.28% | 0.41% | $69.4万 | 2.2万股 | $87.6万 | 2.9万股 | -6,677股-23.38% | 减仓 |
| IiShares安硕信托IVW |
| 0.27% | 0.26% | $67.1万 | 4,876股 | $55.2万 | 4,876股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.26% | 0.28% | $64.4万 | 7,876股 | $60.3万 | 7,876股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.23% | — | $58.6万 | 1,486股 | $0 | 0股 | +1,486股 | 新买入 |
 杜克能源DUK |
| 0.23% | 0.29% | $58.2万 | 4,599股 | $62.5万 | 4,775股 | -176股-3.69% | 减仓 |
| IiShares安硕信托USMV |
| 0.22% | 0.26% | $56.2万 | 5,822股 | $55.1万 | 5,944股 | -122股-2.05% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.21% | 0.23% | $53.3万 | 1.4万股 | $49.0万 | 1.4万股 | +44股+0.31% | 加仓 |
 GE VernovaGEV |
| 0.2% | 0.18% | $51.1万 | 435股 | $38.0万 | 435股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.2% | 0.22% | $49.1万 | 4,999股 | $46.6万 | 4,945股 | +54股+1.09% | 加仓 |
 甲骨文ORCL |
| 0.19% | 0.24% | $48.4万 | 3,304股 | $50.7万 | 3,447股 | -143股-4.15% | 减仓 |
| IiShares安硕·COREIJH |
| 0.18% | 0.18% | $44.8万 | 5,808股 | $39.2万 | 5,807股 | +1股+0.02% | 加仓 |
| IiShares安硕·COREIJR |
| 0.17% | 0.17% | $43.2万 | 2,916股 | $36.2万 | 2,912股 | +4股+0.14% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.17% | 0.19% | $42.9万 | 1,889股 | $40.8万 | 1,930股 | -41股-2.12% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.17% | 0.18% | $42.4万 | 4,962股 | $38.3万 | 4,962股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.17% | 0.18% | $42.0万 | 1,774股 | $38.1万 | 1,774股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IISPMO |
| 0.17% | — | $41.9万 | 2,593股 | $0 | 0股 | +2,593股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.18% | $41.5万 | 829股 | $39.5万 | 824股 | +5股+0.61% | 加仓 |
| IiShares安硕信托IWS |
| 0.16% | 0.17% | $40.3万 | 2,448股 | $35.7万 | 2,448股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FTCS |
| 0.16% | 0.19% | $40.0万 | 4,263股 | $39.5万 | 4,263股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.16% | 0.19% | $40.0万 | 4,179股 | $41.0万 | 4,251股 | -72股-1.69% | 减仓 |
 BioMarin制药BMRN |
| 0.16% | 0.18% | $39.4万 | 6,880股 | $38.9万 | 6,880股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.15% | 0.17% | $38.1万 | 741股 | $37.0万 | 741股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.15% | 0.15% | $37.6万 | 1,877股 | $32.7万 | 1,877股 | 00.00% | 持仓不变 |
