| V先锋领航指数基金VUG |
| 9.1% | 8.73% | $1,286.3万 | 14.9万股 | $1,103.4万 | 2.4万股 | +12.5万股+520.09% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 6.35% | — | $897.0万 | 16.6万股 | $0 | 0股 | +16.6万股 | 新买入 |
| IiShares安硕信托IWD |
| 6.27% | 6.53% | $886.6万 | 3.7万股 | $825.1万 | 3.7万股 | -408股-1.10% | 减仓 |
 LINCOLN ELECLECO |
| 6.16% | 7.51% | $870.9万 | 3.3万股 | $949.5万 | 3.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 6% | 3.26% | $847.2万 | 4.1万股 | $411.3万 | 2.0万股 | +2.1万股+104.64% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 5.88% | 6.47% | $831.1万 | 16.4万股 | $817.9万 | 16.1万股 | +3,590股+2.23% | 加仓 |
| IiShares安硕信托GVI |
| 4.19% | 4.56% | $591.7万 | 5.5万股 | $575.6万 | 5.3万股 | +1,879股+3.54% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 4% | 3.68% | $565.5万 | 3.2万股 | $465.4万 | 3.0万股 | +1,161股+3.81% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 3.93% | 3.95% | $555.4万 | 4.1万股 | $499.5万 | 4.0万股 | +476股+1.19% | 加仓 |
 沃尔玛WMT |
| 3.45% | 2.1% | $486.9万 | 4.1万股 | $265.9万 | 2.1万股 | +2.0万股+98.77% | 加仓 |
 苹果AAPL |
| 2.08% | 2.56% | $293.5万 | 1.0万股 | $323.2万 | 1.2万股 | -2,218股-17.94% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.88% | 2.12% | $265.9万 | 9.2万股 | $267.7万 | 9.3万股 | -1,680股-1.80% | 减仓 |
 Truist金融TFC |
| 1.85% | 2.17% | $261.7万 | 5.3万股 | $274.3万 | 5.3万股 | 00.00% | 持仓不变 |
| V先锋领航Admiral基金IVOG |
| 1.85% | 1.8% | $261.2万 | 1.7万股 | $226.9万 | 1.7万股 | -298股-1.72% | 减仓 |
| G通用动力VTI |
| 1.75% | 1.59% | $247.9万 | 6,700股 | $201.1万 | 5,976股 | +724股+12.12% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.7% | 1.76% | $240.1万 | 2.0万股 | $222.3万 | 2.1万股 | -292股-1.41% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.57% | 1.73% | $221.8万 | 1.1万股 | $218.5万 | 1.1万股 | -160股-1.41% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.51% | 1.55% | $213.0万 | 5.2万股 | $196.2万 | 5.4万股 | -1,156股-2.16% | 减仓 |
| V先锋领航·S&PIVOG |
| 1.43% | 1.35% | $202.6万 | 1.4万股 | $171.0万 | 1.3万股 | +665股+5.05% | 加仓 |
| S嘉信·USSCHP |
| 1.32% | 1.5% | $186.9万 | 7.1万股 | $189.0万 | 7.0万股 | +79股+0.11% | 加仓 |
| V先锋领航债券指数基金BLV |
| 1.29% | 1.6% | $182.7万 | 2.7万股 | $202.1万 | 2.8万股 | -1,874股-6.60% | 减仓 |
| IiShares安硕信托AGG |
| 1.29% | 1.31% | $182.3万 | 3.6万股 | $165.2万 | 3.3万股 | +3,365股+10.30% | 加仓 |
| DDimensional维度ETF信托DISV |
| 1.11% | 1.34% | $157.5万 | 3.9万股 | $169.6万 | 4.0万股 | -767股-1.92% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.09% | 1.48% | $154.5万 | 3.2万股 | $187.5万 | 3.8万股 | -6,456股-16.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.07% | 1.1% | $151.8万 | 3,033股 | $138.8万 | 2,754股 | +279股+10.13% | 加仓 |
| IiShares安硕信托GVI |
| 0.99% | 1.09% | $140.4万 | 1.3万股 | $138.1万 | 1.3万股 | +334股+2.60% | 加仓 |
 亚马逊AMZN |
| 0.8% | 0.8% | $113.7万 | 4,771股 | $101.0万 | 5,048股 | -277股-5.49% | 减仓 |
| IISHARES CORE 10 YEAR USD BOND ETFILTB |
| 0.79% | 0.8% | $112.1万 | 2.3万股 | $101.5万 | 2.0万股 | +2,779股+13.91% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.76% | 0.84% | $107.9万 | 2.2万股 | $106.7万 | 2.2万股 | +453股+2.05% | 加仓 |
| IiShares安硕信托IJK |
| 0.76% | 0.68% | $107.1万 | 9,117股 | $85.6万 | 8,190股 | +927股+11.32% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.74% | 0.72% | $104.7万 | 1.2万股 | $90.8万 | 1.1万股 | +1,167股+10.53% | 加仓 |
| V先锋领航指数基金VOO |
| 0.73% | 0.75% | $103.7万 | 1,510股 | $94.6万 | 1,508股 | +2股+0.13% | 加仓 |
 特斯拉TSLA |
| 0.72% | 0.83% | $102.4万 | 2,435股 | $104.6万 | 2,576股 | -141股-5.47% | 减仓 |
 LOWES COS COMLOW |
| 0.63% | 0.9% | $89.1万 | 4,042股 | $113.3万 | 4,042股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.61% | 0.73% | $86.7万 | 4,332股 | $92.2万 | 4,999股 | -667股-13.34% | 减仓 |
 思科CSCO |
| 0.6% | 0.44% | $84.5万 | 7,191股 | $56.1万 | 7,290股 | -99股-1.36% | 减仓 |
 微软MSFT |
| 0.58% | 0.64% | $82.6万 | 2,215股 | $80.8万 | 2,033股 | +182股+8.95% | 加仓 |
 VisaV |
| 0.57% | 0.32% | $81.0万 | 2,510股 | $40.5万 | 1,266股 | +1,244股+98.26% | 加仓 |
 博通AVGO |
| 0.56% | 0.56% | $79.1万 | 2,093股 | $70.3万 | 2,121股 | -28股-1.32% | 减仓 |
 Phillips 66PSX |
| 0.55% | 0.58% | $77.7万 | 4,597股 | $73.0万 | 4,634股 | -37股-0.80% | 减仓 |
 好事达ALL |
| 0.54% | 0.54% | $76.4万 | 3,212股 | $67.6万 | 3,212股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.5% | 0.44% | $70.6万 | 1,975股 | $55.1万 | 1,830股 | +145股+7.92% | 加仓 |
 甲骨文ORCL |
| 0.49% | 0.34% | $69.6万 | 4,747股 | $42.4万 | 2,747股 | +2,000股+72.81% | 加仓 |
| IIBMIBM |
| 0.44% | 0.44% | $61.7万 | 2,194股 | $55.9万 | 2,159股 | +35股+1.62% | 加仓 |
 联邦快递FDX |
| 0.42% | 0.63% | $60.0万 | 1,917股 | $79.3万 | 2,117股 | -200股-9.45% | 减仓 |
 礼来LLY |
| 0.38% | 0.29% | $54.1万 | 451股 | $36.6万 | 351股 | +100股+28.49% | 加仓 |
| IiShares安硕信托TIP |
| 0.38% | 0.47% | $53.9万 | 4,928股 | $58.8万 | 5,282股 | -354股-6.70% | 减仓 |
| V先锋领航指数基金VB |
| 0.38% | 0.34% | $53.4万 | 1,760股 | $42.4万 | 1,537股 | +223股+14.51% | 加仓 |
| I景顺QQQ信托VOO |
| 0.36% | 0.34% | $50.6万 | 688股 | $42.6万 | 710股 | -22股-3.10% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.33% | 0.31% | $46.7万 | 1,175股 | $39.7万 | 1,175股 | 00.00% | 持仓不变 |
