| V先锋领航·SPECIALIZED FUNDSVIG |
| 12.32% | 11.6% | $2,796.5万 | 11.8万股 | $2,170.2万 | 10.1万股 | +1.7万股+17.12% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 8.17% | 7.78% | $1,856.0万 | 37.0万股 | $1,456.7万 | 29.2万股 | +7.8万股+26.70% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 4.24% | 4.09% | $961.7万 | 10.8万股 | $765.7万 | 10.1万股 | +6,456股+6.37% | 加仓 |
| S嘉信策略信托SCHC |
| 4.1% | 3.5% | $931.1万 | 17.6万股 | $654.3万 | 13.4万股 | +4.3万股+31.97% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.87% | 4.07% | $878.4万 | 28.2万股 | $762.0万 | 27.4万股 | +8,850股+3.23% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.65% | 1.69% | $829.6万 | 18.2万股 | $316.7万 | 6.9万股 | +11.3万股+162.72% | 加仓 |
| I景顺·S&PSPHQ |
| 3.11% | 1.03% | $705.8万 | 7.8万股 | $193.0万 | 2.6万股 | +5.3万股+205.25% | 加仓 |
| WWisdomTree信托DGRW |
| 2.58% | 2.09% | $586.3万 | 6.1万股 | $391.5万 | 4.5万股 | +1.7万股+37.56% | 加仓 |
| V先锋领航·TOTALBND |
| 2.36% | 2.73% | $536.0万 | 7.3万股 | $511.0万 | 6.9万股 | +3,620股+5.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.2% | 2.81% | $499.4万 | 9,980股 | $526.0万 | 1.1万股 | -996股-9.07% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.06% | 2.13% | $467.3万 | 6.6万股 | $398.5万 | 6.2万股 | +3,397股+5.46% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.01% | 2.16% | $455.4万 | 11.3万股 | $404.8万 | 12.0万股 | -6,297股-5.27% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.82% | 1.72% | $413.3万 | 10.1万股 | $321.4万 | 9.0万股 | +1.0万股+11.36% | 加仓 |
 谷歌AGOOGL |
| 1.78% | 1.79% | $404.3万 | 1.1万股 | $334.4万 | 1.2万股 | -315股-2.71% | 减仓 |
| IiShares安硕信托IQLT |
| 1.69% | 1.76% | $383.7万 | 7.7万股 | $330.0万 | 7.1万股 | +6,070股+8.50% | 加仓 |
| V先锋领航·MIDVO |
| 1.62% | 1.4% | $367.0万 | 4.6万股 | $262.3万 | 9,135股 | +3.6万股+398.65% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.55% | 1.68% | $351.3万 | 1.7万股 | $313.7万 | 1.6万股 | +165股+1.01% | 加仓 |
| V先锋领航指数基金VUG |
| 1.47% | 1.34% | $333.9万 | 3.9万股 | $249.9万 | 5,722股 | +3.3万股+577.49% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 1.41% | 1.43% | $321.1万 | 7.7万股 | $267.1万 | 7.4万股 | +3,313股+4.49% | 加仓 |
| IiShares安硕信托AGG |
| 1.26% | 1.62% | $286.1万 | 2.9万股 | $303.9万 | 3.1万股 | -1,705股-5.57% | 减仓 |
| IiShares安硕·ESGEFA |
| 1.15% | 1.28% | $260.9万 | 2.5万股 | $239.0万 | 2.5万股 | +377股+1.51% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.14% | 1.2% | $258.7万 | 5.2万股 | $224.7万 | 4.5万股 | +6,838股+15.15% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.98% | 1.08% | $223.2万 | 2.6万股 | $201.3万 | 2.6万股 | +7股+0.03% | 加仓 |
| G通用动力VTI |
| 0.98% | 0.95% | $222.2万 | 6,005股 | $177.0万 | 5,517股 | +488股+8.85% | 加仓 |
 苹果AAPL |
| 0.96% | 1.13% | $218.4万 | 7,547股 | $211.6万 | 8,336股 | -789股-9.46% | 减仓 |
| V先锋领航指数基金VTV |
| 0.92% | 0.88% | $210.0万 | 9,634股 | $164.6万 | 8,388股 | +1,246股+14.85% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.91% | 0.96% | $206.6万 | 2,767股 | $180.3万 | 2,773股 | -6股-0.22% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.9% | 0.87% | $204.5万 | 1.5万股 | $163.4万 | 1.5万股 | +911股+6.26% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.88% | 1.03% | $200.4万 | 4.2万股 | $192.8万 | 4.1万股 | +1,719股+4.24% | 加仓 |
| V先锋领航指数基金VOO |
| 0.83% | 1.28% | $188.7万 | 2,747股 | $239.2万 | 4,003股 | -1,256股-31.38% | 减仓 |
| IiShares安硕信托EFV |
| 0.79% | 1.33% | $180.3万 | 2.4万股 | $248.9万 | 3.3万股 | -9,920股-29.64% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.74% | 0.89% | $166.9万 | 8.2万股 | $166.3万 | 8.1万股 | +548股+0.67% | 加仓 |
| V先锋领航指数基金VB |
| 0.73% | 0.73% | $165.2万 | 5,451股 | $135.9万 | 5,189股 | +262股+5.05% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.72% | 0.82% | $164.3万 | 1.6万股 | $152.6万 | 1.6万股 | +106股+0.67% | 加仓 |
| IiShares安硕信托EFG |
| 0.68% | 0.76% | $154.1万 | 1.2万股 | $141.5万 | 1.3万股 | -322股-2.53% | 减仓 |
| IiShares安硕信托IVV |
| 0.65% | 0.68% | $146.9万 | 1,961股 | $127.7万 | 1,955股 | +6股+0.31% | 加仓 |
 雪佛龙CVX |
| 0.63% | 0.96% | $143.9万 | 8,684股 | $179.6万 | 8,683股 | +1股+0.01% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.63% | 0.76% | $143.3万 | 7.3万股 | $142.5万 | 7.3万股 | +452股+0.62% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.61% | 0.74% | $139.6万 | 7.2万股 | $138.7万 | 7.1万股 | +475股+0.67% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.6% | 0.69% | $135.2万 | 3.4万股 | $130.0万 | 3.4万股 | +93股+0.27% | 加仓 |
| IiShares安硕信托GVI |
| 0.58% | 0.7% | $131.2万 | 1.2万股 | $130.5万 | 1.2万股 | +66股+0.54% | 加仓 |
| SSPDR黄金信托GLD |
| 0.58% | 0.81% | $130.6万 | 3,545股 | $152.3万 | 3,540股 | +5股+0.14% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.56% | 0.67% | $126.4万 | 6.8万股 | $126.0万 | 6.8万股 | +483股+0.72% | 加仓 |
| V先锋领航全球基金VGT |
| 0.51% | 0.44% | $114.8万 | 9,604股 | $82.1万 | 1,177股 | +8,427股+715.97% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.5% | 0.22% | $113.7万 | 2,635股 | $41.3万 | 2,516股 | +119股+4.73% | 加仓 |
 埃克森美孚XOM |
| 0.49% | 0.74% | $111.5万 | 8,156股 | $138.3万 | 8,154股 | +2股+0.02% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.48% | 0.41% | $110.1万 | 1.3万股 | $76.5万 | 1.1万股 | +2,620股+24.37% | 加仓 |
| S嘉信策略信托SCHF |
| 0.48% | 0.49% | $108.8万 | 3.9万股 | $92.5万 | 3.7万股 | +1,887股+5.05% | 加仓 |
 CORMEDIXCRMD |
| 0.44% | 0.47% | $100.9万 | 12.9万股 | $87.3万 | 12.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.43% | 0.84% | $96.7万 | 1.0万股 | $157.1万 | 1.7万股 | -7,335股-42.28% | 减仓 |
