| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 16.42% | 17.23% | $3,852.6万 | 109.8万股 | $3,680.5万 | 107.1万股 | +2.7万股+2.50% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 14.53% | 14.99% | $3,408.2万 | 97.9万股 | $3,202.5万 | 96.1万股 | +1.8万股+1.87% | 加仓 |
| S嘉信策略信托SCHF |
| 8.54% | 8.6% | $2,003.9万 | 71.0万股 | $1,837.7万 | 67.4万股 | +3.6万股+5.30% | 加仓 |
| V先锋领航·MIDVO |
| 8.3% | 8.53% | $1,948.3万 | 23.6万股 | $1,823.5万 | 23.4万股 | +2,530股+1.08% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 5.53% | 5.25% | $1,296.2万 | 30.8万股 | $1,121.1万 | 28.6万股 | +2.2万股+7.66% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.34% | 5.3% | $1,251.9万 | 20.9万股 | $1,132.9万 | 19.2万股 | +1.6万股+8.59% | 加仓 |
| V先锋领航·SMALLVBR |
| 3.43% | 3.47% | $803.7万 | 3.2万股 | $740.6万 | 3.2万股 | +644股+2.02% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.31% | 3.2% | $776.4万 | 13.4万股 | $683.4万 | 12.3万股 | +1.1万股+9.18% | 加仓 |
| V先锋领航指数基金VBK |
| 3.02% | 3.24% | $709.0万 | 2.0万股 | $692.9万 | 2.0万股 | -57股-0.29% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.88% | 2.26% | $676.4万 | 7.7万股 | $482.0万 | 5.7万股 | +2.0万股+35.14% | 加仓 |
| SSpaceXSPCX |
| 1.65% | — | $386.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.28% | 1.25% | $300.1万 | 1.7万股 | $266.9万 | 1.6万股 | +884股+5.36% | 加仓 |
| S道富SPHY |
| 1.26% | 1.29% | $296.6万 | 12.7万股 | $275.1万 | 11.8万股 | +9,766股+8.31% | 加仓 |
| V先锋领航指数基金VTV |
| 1.25% | 1.28% | $293.1万 | 1.3万股 | $273.5万 | 1.3万股 | +49股+0.38% | 加仓 |
 苹果AAPL |
| 1.21% | 1.32% | $284.6万 | 9,143股 | $282.7万 | 9,154股 | -11股-0.12% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.21% | 1.27% | $283.5万 | 2.6万股 | $272.0万 | 2.6万股 | +248股+0.95% | 加仓 |
 摩根大通JPM |
| 1.2% | 1.18% | $281.5万 | 8,008股 | $251.7万 | 8,214股 | -206股-2.51% | 减仓 |
| S嘉信·USSCHA |
| 1.12% | 1.21% | $263.0万 | 7.6万股 | $258.3万 | 7.7万股 | -1,587股-2.05% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.08% | 1.18% | $253.1万 | 11.1万股 | $251.2万 | 10.9万股 | +1,920股+1.76% | 加仓 |
| V先锋领航指数基金VUG |
| 0.98% | 1.07% | $230.0万 | 2.6万股 | $228.1万 | 2.6万股 | +321股+1.23% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.97% | 0.74% | $228.2万 | 2.8万股 | $157.2万 | 2.1万股 | +7,116股+34.07% | 加仓 |
| IiShares安硕IEMG |
| 0.87% | 0.96% | $204.3万 | 2.5万股 | $205.5万 | 2.6万股 | -462股-1.81% | 减仓 |
 艾伯维ABBV |
| 0.83% | 0.75% | $195.5万 | 7,468股 | $160.7万 | 7,449股 | +19股+0.26% | 加仓 |
 英伟达NVDA |
| 0.82% | 0.88% | $192.9万 | 8,897股 | $189.1万 | 8,781股 | +116股+1.32% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.81% | 0.87% | $189.0万 | 1.3万股 | $185.7万 | 1.3万股 | -37股-0.28% | 减仓 |
 亚马逊AMZN |
| 0.76% | 0.86% | $179.4万 | 6,898股 | $184.6万 | 6,932股 | -34股-0.49% | 减仓 |
| I景顺QQQ信托VOO |
| 0.71% | 0.79% | $167.6万 | 2,349股 | $168.7万 | 2,351股 | -2股-0.09% | 减仓 |
 微软MSFT |
| 0.7% | 0.55% | $163.7万 | 3,402股 | $117.5万 | 2,807股 | +595股+21.20% | 加仓 |
| V先锋领航指数基金VOO |
| 0.66% | 0.45% | $154.8万 | 2,200股 | $95.2万 | 1,389股 | +811股+58.39% | 加仓 |
| S嘉信策略信托SCHM |
| 0.62% | 0.6% | $146.3万 | 4.0万股 | $128.6万 | 3.7万股 | +3,440股+9.29% | 加仓 |
| S嘉信策略信托SCHD |
| 0.53% | 0.51% | $124.0万 | 3.5万股 | $110.0万 | 3.3万股 | +1,814股+5.42% | 加仓 |
 谷歌AGOOGL |
| 0.49% | 0.61% | $114.7万 | 3,366股 | $130.1万 | 3,396股 | -30股-0.88% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.39% | 0.41% | $90.7万 | 5,738股 | $87.9万 | 5,860股 | -122股-2.08% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.36% | 0.38% | $84.4万 | 6,137股 | $81.7万 | 6,312股 | -175股-2.77% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.34% | $75.0万 | 983股 | $73.7万 | 988股 | -5股-0.51% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.31% | 0.33% | $73.6万 | 1.0万股 | $70.0万 | 9,937股 | +172股+1.73% | 加仓 |
| IiShares安硕·COREIJR |
| 0.3% | 0.3% | $71.1万 | 4,859股 | $64.8万 | 4,719股 | +140股+2.97% | 加仓 |
| IiShares安硕信托EEM |
| 0.3% | 0.33% | $71.1万 | 1.1万股 | $70.2万 | 1.1万股 | +20股+0.19% | 加仓 |
| G通用动力VTI |
| 0.3% | 0.27% | $69.3万 | 1,840股 | $57.8万 | 1,577股 | +263股+16.68% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.29% | 0.3% | $67.8万 | 4,730股 | $64.0万 | 4,760股 | -30股-0.63% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.28% | 0.3% | $66.9万 | 7,866股 | $64.8万 | 7,866股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.28% | 0.35% | $65.9万 | 6,343股 | $74.3万 | 6,177股 | +166股+2.69% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.27% | 0.4% | $62.4万 | 1.3万股 | $84.8万 | 1.7万股 | -4,405股-25.90% | 减仓 |
| IiShares安硕·COREIJH |
| 0.24% | 0.25% | $56.9万 | 7,451股 | $52.5万 | 7,136股 | +315股+4.41% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.23% | 0.22% | $55.1万 | 1,164股 | $47.0万 | 1,164股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.25% | $49.3万 | 1,457股 | $53.7万 | 1,415股 | +42股+2.97% | 加仓 |
 TARGET COMTGT |
| 0.21% | 0.18% | $48.7万 | 3,075股 | $38.6万 | 3,075股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.19% | 0.22% | $44.4万 | 580股 | $47.3万 | 631股 | -51股-8.08% | 减仓 |
| B贝莱德·ETF TRUST IISHYM |
| 0.19% | 0.2% | $44.2万 | 2.0万股 | $42.3万 | 1.9万股 | +882股+4.61% | 加仓 |
 强生JNJ |
| 0.16% | 0.15% | $37.2万 | 1,390股 | $32.6万 | 1,390股 | 00.00% | 持仓不变 |
