| V先锋领航指数基金VOO |
| 10.68% | 9.88% | $1,587.7万 | 2.3万股 | $1,315.0万 | 2.2万股 | +1,110股+5.04% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 8.8% | 9.23% | $1,307.5万 | 27.1万股 | $1,228.4万 | 25.3万股 | +1.7万股+6.90% | 加仓 |
| V先锋领航指数基金VB |
| 8.64% | 8.22% | $1,284.3万 | 4.2万股 | $1,093.9万 | 4.2万股 | +603股+1.44% | 加仓 |
| V先锋领航STAR基金VXUS |
| 7.91% | 7.9% | $1,175.0万 | 13.7万股 | $1,051.7万 | 13.6万股 | +1,058股+0.78% | 加仓 |
| V先锋领航·MIDVO |
| 6.42% | 6.36% | $954.3万 | 11.8万股 | $846.1万 | 2.9万股 | +8.9万股+302.02% | 加仓 |
| V先锋领航白厅基金VYMI |
| 5.18% | 5.34% | $770.1万 | 7.8万股 | $710.1万 | 7.5万股 | +3,074股+4.08% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.1% | 5.08% | $757.4万 | 10.6万股 | $676.4万 | 10.6万股 | +744股+0.70% | 加仓 |
| V先锋领航指数基金VTV |
| 4.89% | 4.71% | $726.2万 | 3.3万股 | $626.2万 | 3.2万股 | +1,401股+4.39% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 4.38% | 4.25% | $650.4万 | 2.4万股 | $565.0万 | 2.4万股 | -135股-0.56% | 减仓 |
| V先锋领航白厅基金VYM |
| 3.31% | 3.4% | $492.2万 | 3.1万股 | $452.3万 | 3.1万股 | +606股+1.98% | 加仓 |
| IiShares安硕信托IXUS |
| 3.26% | 3.36% | $485.0万 | 5.1万股 | $447.6万 | 5.2万股 | -841股-1.63% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 3.08% | 3.02% | $457.5万 | 3.0万股 | $402.1万 | 2.8万股 | +2,069股+7.50% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.03% | 3.05% | $450.1万 | 5.4万股 | $406.4万 | 5.4万股 | -379股-0.70% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.74% | 3.02% | $406.7万 | 5.1万股 | $402.4万 | 5.1万股 | +703股+1.38% | 加仓 |
| AAvantis·U SAVUV |
| 2.03% | 1.89% | $301.1万 | 2.4万股 | $251.6万 | 2.3万股 | +1,360股+5.97% | 加仓 |
| G通用动力VTI |
| 1.86% | 1.81% | $277.1万 | 7,489股 | $240.3万 | 7,489股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.74% | 1.72% | $258.8万 | 3,456股 | $229.5万 | 3,514股 | -58股-1.65% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.68% | 1.74% | $249.7万 | 1.0万股 | $231.2万 | 1.1万股 | -366股-3.44% | 减仓 |
| IiShares安硕·COREIJR |
| 1.41% | 1.35% | $210.0万 | 1.4万股 | $179.5万 | 1.4万股 | -274股-1.90% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.27% | 1.29% | $189.2万 | 3.2万股 | $171.1万 | 3.2万股 | +39股+0.12% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.25% | 1.47% | $186.2万 | 2.4万股 | $195.2万 | 2.5万股 | -987股-3.97% | 减仓 |
| V先锋领航指数基金VV |
| 0.92% | 0.89% | $136.1万 | 3,958股 | $118.8万 | 3,976股 | -18股-0.45% | 减仓 |
| BBANK OF AMERBAC |
| 0.88% | 0.84% | $130.1万 | 2.3万股 | $111.3万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.75% | 0.82% | $111.7万 | 1.5万股 | $108.9万 | 1.5万股 | +428股+2.90% | 加仓 |
| IiShares安硕信托EFV |
| 0.74% | 0.78% | $109.3万 | 1.4万股 | $103.5万 | 1.4万股 | +370股+2.66% | 加仓 |
| IiShares安硕·COREIJH |
| 0.7% | 0.72% | $103.7万 | 1.3万股 | $95.3万 | 1.4万股 | -667股-4.73% | 减仓 |
| IiShares安硕信托ITOT |
| 0.69% | 0.69% | $102.3万 | 6,225股 | $91.4万 | 6,417股 | -192股-2.99% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.66% | 0.47% | $98.3万 | 2.0万股 | $62.4万 | 1.2万股 | +7,071股+56.60% | 加仓 |
 美国合众银行USB |
| 0.63% | 0.61% | $94.0万 | 1.6万股 | $80.9万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSV |
| 0.62% | 0.72% | $91.6万 | 8,316股 | $95.3万 | 9,324股 | -1,008股-10.81% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.48% | 0.47% | $70.8万 | 7,757股 | $62.3万 | 7,733股 | +24股+0.31% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.39% | 0.39% | $58.3万 | 5,288股 | $51.3万 | 5,274股 | +14股+0.27% | 加仓 |
| I景顺交易所交易基金IIPGX |
| 0.31% | 0.69% | $45.8万 | 4.2万股 | $92.4万 | 8.5万股 | -4.3万股-50.23% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.29% | 0.35% | $42.5万 | 2,708股 | $46.1万 | 3,331股 | -623股-18.70% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.26% | 0.27% | $38.1万 | 4,626股 | $35.9万 | 4,581股 | +45股+0.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.24% | $36.8万 | 493股 | $32.0万 | 492股 | +1股+0.20% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.18% | 0.18% | $27.2万 | 1,991股 | $24.4万 | 2,059股 | -68股-3.30% | 减仓 |
| V先锋领航指数基金VUG |
| 0.18% | 0.17% | $26.2万 | 3,045股 | $22.2万 | 508股 | +2,537股+499.41% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.18% | 0.18% | $26.2万 | 1,155股 | $24.5万 | 1,162股 | -7股-0.60% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.16% | 0.15% | $23.8万 | 8,203股 | $20.5万 | 8,182股 | +21股+0.26% | 加仓 |
 苹果AAPL |
| 0.13% | 0.13% | $19.7万 | 681股 | $17.8万 | 700股 | -19股-2.71% | 减仓 |
 英伟达NVDA |
| 0.13% | 0.11% | $18.7万 | 933股 | $14.9万 | 857股 | +76股+8.87% | 加仓 |
 可口可乐KO |
| 0.11% | 0.12% | $17.1万 | 2,103股 | $15.9万 | 2,088股 | +15股+0.72% | 加仓 |
| AAMEREN COMDHS |
| 0.1% | 0.11% | $15.4万 | 1,360股 | $15.0万 | 1,360股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.09% | 0.09% | $13.3万 | 1,620股 | $11.5万 | 1,616股 | +4股+0.25% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.09% | 0.09% | $12.8万 | 256股 | $12.0万 | 250股 | +6股+2.40% | 加仓 |
| IINVESCO DB COMMODITY INDEX TRACKING FUNDDBC |
| 0.08% | 0.03% | $12.5万 | 4,684股 | $3.7万 | 1,292股 | +3,392股+262.54% | 加仓 |
| GGOLDMAN SACHS ETF TRUST IIGUSA |
| 0.06% | 0.06% | $9.5万 | 1,471股 | $8.3万 | 1,471股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.06% | 0.07% | $9.4万 | 687股 | $9.0万 | 687股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.06% | 0.05% | $9.0万 | 75股 | $6.9万 | 75股 | 00.00% | 持仓不变 |
