| V先锋领航指数基金VOO |
| 11.28% | 10.85% | $2.83亿 | 41.2万股 | $2.49亿 | 41.7万股 | -5,166股-1.24% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 4.86% | 5.42% | $1.22亿 | 209.4万股 | $1.24亿 | 212.6万股 | -3.3万股-1.54% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.93% | 4.29% | $9,850.4万 | 126.4万股 | $9,854.7万 | 125.7万股 | +7,227股+0.57% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.74% | 4.02% | $9,370.8万 | 114.1万股 | $9,221.1万 | 111.7万股 | +2.5万股+2.20% | 加仓 |
| V先锋领航·MIDVO |
| 3.25% | 3.18% | $8,142.8万 | 101.1万股 | $7,312.6万 | 25.5万股 | +75.6万股+296.54% | 加仓 |
 苹果AAPL |
| 3.18% | 3.05% | $7,977.1万 | 27.6万股 | $7,009.2万 | 27.6万股 | -550股-0.20% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.11% | 3.32% | $7,803.4万 | 98.7万股 | $7,617.6万 | 96.1万股 | +2.7万股+2.80% | 加仓 |
| V先锋领航指数基金VB |
| 3.05% | 2.95% | $7,638.0万 | 25.2万股 | $6,780.9万 | 25.9万股 | -6,693股-2.59% | 减仓 |
| I景顺QQQ信托VOO |
| 2.75% | 2.37% | $6,896.3万 | 9.4万股 | $5,434.7万 | 9.4万股 | -379股-0.40% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 2.7% | 2.55% | $6,767.2万 | 58.5万股 | $5,848.1万 | 59.9万股 | -1.4万股-2.36% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 2.69% | 2.78% | $6,740.7万 | 76.1万股 | $6,391.5万 | 77.6万股 | -1.5万股-1.91% | 减仓 |
| IiShares安硕信托IVV |
| 2.5% | 2.41% | $6,275.4万 | 8.4万股 | $5,535.1万 | 8.5万股 | -940股-1.11% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.47% | 2.55% | $6,177.1万 | 39.1万股 | $5,866.2万 | 39.6万股 | -5,327股-1.34% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.42% | 2.42% | $6,072.7万 | 101.7万股 | $5,548.7万 | 102.8万股 | -1.0万股-0.99% | 减仓 |
| IiShares安硕信托SGOV |
| 2.29% | 2.27% | $5,725.8万 | 56.9万股 | $5,210.2万 | 51.8万股 | +5.1万股+9.87% | 加仓 |
| IiShares安硕信托AGG |
| 1.8% | 1.81% | $4,510.6万 | 45.6万股 | $4,150.0万 | 41.8万股 | +3.7万股+8.91% | 加仓 |
| G通用动力VTI |
| 1.59% | 1.51% | $3,990.2万 | 10.8万股 | $3,464.9万 | 10.8万股 | -175股-0.16% | 减仓 |
 微软MSFT |
| 1.36% | 1.48% | $3,405.1万 | 9.1万股 | $3,395.2万 | 9.2万股 | -426股-0.46% | 减仓 |
| IiShares安硕IEMG |
| 1.1% | 1.03% | $2,744.8万 | 33.1万股 | $2,367.2万 | 34.0万股 | -8,191股-2.41% | 减仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 1.09% | 1.15% | $2,739.0万 | 33.4万股 | $2,645.8万 | 34.6万股 | -1.1万股-3.31% | 减仓 |
| IiShares安硕·COREIJR |
| 1.07% | 0.99% | $2,679.6万 | 18.1万股 | $2,283.4万 | 18.4万股 | -3,129股-1.70% | 减仓 |
| IiShares安硕信托IEUR |
| 1.05% | 1.08% | $2,622.0万 | 34.9万股 | $2,480.9万 | 35.3万股 | -4,216股-1.19% | 减仓 |
| V先锋领航·TOTALBND |
| 0.99% | 1.07% | $2,487.5万 | 33.9万股 | $2,453.3万 | 33.3万股 | +5,633股+1.69% | 加仓 |
| IiShares安硕·COREIJH |
| 0.93% | 0.9% | $2,322.3万 | 30.1万股 | $2,062.3万 | 30.6万股 | -4,351股-1.42% | 减仓 |
| B纽约梅隆银行BK |
| 0.82% | 0.74% | $2,061.1万 | 14.3万股 | $1,702.4万 | 14.4万股 | -976股-0.68% | 减仓 |
 强生JNJ |
| 0.81% | 0.85% | $2,023.2万 | 8.0万股 | $1,951.6万 | 8.0万股 | -208股-0.26% | 减仓 |
 英伟达NVDA |
| 0.76% | 0.72% | $1,898.4万 | 9.5万股 | $1,660.5万 | 9.5万股 | -335股-0.35% | 减仓 |
| V先锋领航指数基金VV |
| 0.73% | 0.69% | $1,828.8万 | 5.3万股 | $1,594.1万 | 5.3万股 | -164股-0.31% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.68% | 0.76% | $1,711.2万 | 22.3万股 | $1,734.0万 | 22.5万股 | -1,569股-0.70% | 减仓 |
| IiShares安硕信托ITOT |
| 0.68% | 0.63% | $1,694.7万 | 10.3万股 | $1,456.8万 | 10.2万股 | +853股+0.83% | 加仓 |
 应用材料AMAT |
| 0.65% | 0.33% | $1,618.6万 | 2.2万股 | $766.1万 | 2.2万股 | -32股-0.14% | 减仓 |
 谷歌AGOOGL |
| 0.63% | 0.57% | $1,586.9万 | 4.4万股 | $1,318.3万 | 4.6万股 | -1,353股-2.96% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.63% | 0.63% | $1,572.6万 | 21股 | $1,436.1万 | 21股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.63% | 0.72% | $1,566.0万 | 31.0万股 | $1,647.4万 | 33.0万股 | -2.1万股-6.24% | 减仓 |
| IiShares安硕信托SHV |
| 0.59% | 0.65% | $1,467.4万 | 13.3万股 | $1,488.7万 | 13.5万股 | -1,853股-1.37% | 减仓 |
 亚马逊AMZN |
| 0.58% | 0.5% | $1,457.7万 | 6.1万股 | $1,152.7万 | 5.5万股 | +5,692股+10.26% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.53% | $1,440.8万 | 4.1万股 | $1,206.6万 | 4.2万股 | -1,278股-3.04% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.6% | $1,427.8万 | 2.9万股 | $1,369.1万 | 2.9万股 | -38股-0.13% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.54% | 0.59% | $1,355.5万 | 45.2万股 | $1,356.1万 | 45.1万股 | +758股+0.17% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.54% | 0.59% | $1,353.6万 | 25.8万股 | $1,351.2万 | 25.7万股 | +1,302股+0.51% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.51% | 0.47% | $1,286.5万 | 4.3万股 | $1,089.2万 | 4.4万股 | -1,129股-2.57% | 减仓 |
| IiShares安硕信托GVI |
| 0.5% | 0.55% | $1,244.3万 | 11.7万股 | $1,269.7万 | 11.9万股 | -2,327股-1.95% | 减仓 |
 默沙东MRK |
| 0.48% | 0.48% | $1,194.3万 | 9.3万股 | $1,106.2万 | 9.2万股 | +753股+0.82% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.28% | $1,152.3万 | 1.5万股 | $654.0万 | 1.0万股 | +5,376股+53.47% | 加仓 |
 礼来LLY |
| 0.46% | 0.38% | $1,140.2万 | 9,506股 | $882.6万 | 9,591股 | -85股-0.89% | 减仓 |
| IiShares安硕信托IXUS |
| 0.43% | 0.43% | $1,079.6万 | 11.3万股 | $980.5万 | 11.3万股 | -92股-0.08% | 减仓 |
 埃克森美孚XOM |
| 0.42% | 0.58% | $1,060.0万 | 7.8万股 | $1,331.1万 | 7.8万股 | -898股-1.14% | 减仓 |
 甲骨文ORCL |
| 0.42% | 0.46% | $1,054.6万 | 7.2万股 | $1,059.1万 | 7.2万股 | -36股-0.05% | 减仓 |
| IiShares安硕信托HDV |
| 0.41% | 0.45% | $1,032.2万 | 37.7万股 | $1,027.2万 | 7.6万股 | +30.1万股+397.55% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.37% | $932.2万 | 2.8万股 | $840.0万 | 2.9万股 | -74股-0.26% | 减仓 |
