| V先锋领航·MALVERN FDSVTIP |
| 15.87% | 16.68% | $9,389.8万 | 186.9万股 | $9,252.9万 | 185.2万股 | +1.7万股+0.91% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.7% | 5.57% | $3,372.9万 | 14.3万股 | $3,090.6万 | 14.4万股 | -1,164股-0.81% | 减仓 |
| V先锋领航指数基金VTV |
| 5.68% | 5.48% | $3,361.8万 | 15.4万股 | $3,037.7万 | 15.5万股 | -566股-0.37% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 3.6% | 3.71% | $2,131.2万 | 57.2万股 | $2,056.4万 | 57.9万股 | -6,797股-1.17% | 减仓 |
| S嘉信策略信托SCHC |
| 3.41% | 3.44% | $2,020.0万 | 38.3万股 | $1,908.1万 | 39.0万股 | -7,105股-1.82% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.08% | 3.1% | $1,823.7万 | 7.5万股 | $1,720.3万 | 7.9万股 | -4,134股-5.22% | 减仓 |
 谷歌AGOOGL |
| 2.9% | 2.55% | $1,715.4万 | 4.8万股 | $1,416.0万 | 4.9万股 | -1,240股-2.52% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.87% | 2.78% | $1,700.8万 | 29.2万股 | $1,542.3万 | 26.3万股 | +2.9万股+10.92% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.65% | 2.76% | $1,570.5万 | 32.9万股 | $1,530.2万 | 32.0万股 | +9,314股+2.91% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.42% | 2.47% | $1,429.5万 | 2.9万股 | $1,368.1万 | 2.9万股 | +17股+0.06% | 加仓 |
 苹果AAPL |
| 1.71% | 1.61% | $1,009.4万 | 3.5万股 | $893.7万 | 3.5万股 | -331股-0.94% | 减仓 |
 卡特彼勒CAT |
| 1.58% | 1.25% | $933.6万 | 8,767股 | $696.0万 | 9,824股 | -1,057股-10.76% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.55% | 1.35% | $914.5万 | 22.5万股 | $749.7万 | 21.7万股 | +8,019股+3.70% | 加仓 |
| I景顺·S&PRSPU |
| 1.37% | 1.41% | $807.7万 | 10.0万股 | $783.7万 | 9.7万股 | +2,926股+3.03% | 加仓 |
 微软MSFT |
| 1.33% | 1.39% | $784.5万 | 2.1万股 | $772.9万 | 2.1万股 | +151股+0.72% | 加仓 |
 通用动力GD |
| 1.31% | 1.36% | $776.5万 | 2.2万股 | $754.4万 | 2.2万股 | -61股-0.28% | 减仓 |
| IiShares安硕信托SGOV |
| 1.31% | 1.51% | $775.9万 | 7.7万股 | $835.8万 | 8.3万股 | -5,958股-7.18% | 减仓 |
| N新纪元能源NEE |
| 1.28% | 1.46% | $755.2万 | 8.6万股 | $810.1万 | 8.7万股 | -1,184股-1.36% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 1.23% | 1.12% | $727.9万 | 18.4万股 | $623.5万 | 17.5万股 | +9,497股+5.44% | 加仓 |
 摩根大通JPM |
| 1.15% | 1.11% | $678.8万 | 2.1万股 | $617.2万 | 2.1万股 | -243股-1.16% | 减仓 |
 强生JNJ |
| 1.15% | 1.22% | $677.5万 | 2.7万股 | $674.3万 | 2.8万股 | -907股-3.29% | 减仓 |
 思科CSCO |
| 1.13% | 0.88% | $668.2万 | 5.7万股 | $489.4万 | 6.3万股 | -6,179股-9.80% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.07% | 0.98% | $632.7万 | 9.1万股 | $544.2万 | 8.7万股 | +3,385股+3.88% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.06% | 1.14% | $627.7万 | 7.9万股 | $632.6万 | 8.0万股 | -375股-0.47% | 减仓 |
 宝洁PG |
| 1.01% | 1.06% | $595.0万 | 4.1万股 | $588.8万 | 4.1万股 | -190股-0.47% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 1% | 1.03% | $591.8万 | 26.6万股 | $571.0万 | 25.6万股 | +9,910股+3.88% | 加仓 |
 雷神技术RTX |
| 0.98% | 1.1% | $582.2万 | 3.1万股 | $608.1万 | 3.2万股 | -840股-2.66% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.94% | 0.98% | $557.6万 | 6.0万股 | $545.1万 | 6.2万股 | -1,900股-3.08% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.94% | 0.96% | $556.7万 | 3.5万股 | $532.5万 | 3.8万股 | -3,026股-7.86% | 减仓 |
 默沙东MRK |
| 0.89% | 0.89% | $525.2万 | 4.1万股 | $494.3万 | 4.1万股 | -203股-0.50% | 减仓 |
| G通用动力VTI |
| 0.89% | 0.98% | $525.0万 | 1.4万股 | $541.2万 | 1.7万股 | -2,683股-15.90% | 减仓 |
 博通AVGO |
| 0.78% | 0.73% | $464.4万 | 1.2万股 | $404.5万 | 1.3万股 | -776股-5.94% | 减仓 |
 AMGEN COMAMGN |
| 0.69% | 0.72% | $406.0万 | 1.1万股 | $397.1万 | 1.1万股 | -73股-0.65% | 减仓 |
 D R HORTONDHI |
| 0.61% | 0.57% | $358.8万 | 2.2万股 | $314.2万 | 2.3万股 | -863股-3.77% | 减仓 |
 ILLINOIS TOOLITW |
| 0.58% | 0.6% | $342.8万 | 1.3万股 | $333.2万 | 1.3万股 | -124股-0.97% | 减仓 |
 雪佛龙CVX |
| 0.56% | 0.76% | $334.3万 | 2.0万股 | $419.3万 | 2.0万股 | -103股-0.51% | 减仓 |
 ALLIANT ENERGY COMLNT |
| 0.54% | 0.54% | $318.6万 | 4.2万股 | $302.2万 | 4.2万股 | -352股-0.84% | 减仓 |
 联合健康UNH |
| 0.54% | 0.37% | $316.7万 | 7,619股 | $205.7万 | 7,603股 | +16股+0.21% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.52% | 0.52% | $305.3万 | 5.4万股 | $289.2万 | 5.1万股 | +3,034股+5.95% | 加仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.46% | $299.6万 | 5.3万股 | $256.9万 | 5.3万股 | -116股-0.22% | 减仓 |
 贝莱德·INC COMBLK |
| 0.5% | 0.53% | $293.8万 | 3,055股 | $293.1万 | 3,048股 | +7股+0.23% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.48% | 0.42% | $284.2万 | 5.6万股 | $230.9万 | 4.6万股 | +1.0万股+22.94% | 加仓 |
 CORTEVA COMCTVA |
| 0.48% | 0.51% | $282.1万 | 3.3万股 | $280.5万 | 3.4万股 | -198股-0.59% | 减仓 |
 亚马逊AMZN |
| 0.46% | 0.44% | $273.7万 | 1.1万股 | $242.3万 | 1.2万股 | -151股-1.30% | 减仓 |
 迪士尼DIS |
| 0.46% | 0.45% | $273.6万 | 2.8万股 | $248.4万 | 2.6万股 | +2,430股+9.43% | 加仓 |
 江森自控JCI |
| 0.44% | 0.43% | $259.8万 | 1.8万股 | $237.3万 | 1.8万股 | -340股-1.88% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.44% | 0.41% | $258.9万 | 2.2万股 | $229.5万 | 2.3万股 | -488股-2.16% | 减仓 |
| V先锋领航·S&PIVOG |
| 0.41% | 0.37% | $244.6万 | 1.6万股 | $203.7万 | 1.6万股 | -425股-2.60% | 减仓 |
 百事可乐PEP |
| 0.41% | 0.49% | $242.6万 | 1.8万股 | $274.0万 | 1.8万股 | +268股+1.52% | 加仓 |
 联合太平洋铁路UNP |
| 0.41% | 0.39% | $240.2万 | 8,832股 | $218.1万 | 8,988股 | -156股-1.74% | 减仓 |
