| V先锋领航·FTSEVEA |
| 11.92% | 11.51% | $2,279.8万 | 32.0万股 | $2,027.1万 | 31.6万股 | +3,638股+1.15% | 加仓 |
| V先锋领航·TOTALBND |
| 11.87% | 12.84% | $2,271.6万 | 30.9万股 | $2,260.9万 | 30.7万股 | +2,415股+0.79% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 11.82% | 12.41% | $2,262.3万 | 44.7万股 | $2,185.3万 | 43.8万股 | +9,238股+2.11% | 加仓 |
| V先锋领航指数基金VV |
| 11.68% | 10.91% | $2,234.2万 | 6.5万股 | $1,921.0万 | 6.4万股 | +685股+1.07% | 加仓 |
| V先锋领航指数基金VB |
| 9.19% | 8.54% | $1,758.3万 | 5.8万股 | $1,503.8万 | 5.7万股 | +594股+1.03% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 8.24% | 8.73% | $1,576.6万 | 31.4万股 | $1,537.3万 | 30.8万股 | +6,105股+1.98% | 加仓 |
| V先锋领航·TOTALBNDX |
| 8.05% | 8.6% | $1,540.1万 | 31.8万股 | $1,513.6万 | 31.5万股 | +3,017股+0.96% | 加仓 |
| V先锋领航指数基金VTV |
| 6.03% | 5.84% | $1,154.4万 | 5.3万股 | $1,028.3万 | 5.2万股 | +561股+1.07% | 加仓 |
| V先锋领航指数基金VNQ |
| 5.84% | 5.76% | $1,118.2万 | 11.6万股 | $1,014.9万 | 11.4万股 | +1,540股+1.35% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.36% | 5.19% | $1,025.5万 | 17.2万股 | $913.7万 | 16.9万股 | +2,758股+1.63% | 加仓 |
| V先锋领航·SMALLVBR |
| 4.4% | 4.22% | $842.5万 | 3.5万股 | $742.9万 | 3.4万股 | +474股+1.39% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 3.9% | 3.93% | $746.1万 | 4.8万股 | $692.4万 | 4.7万股 | +862股+1.81% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.6% | 1.43% | $305.2万 | 2.3万股 | $251.6万 | 2.2万股 | +677股+3.02% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.08% | 0.07% | $15.2万 | 1,852股 | $13.1万 | 1,847股 | +5股+0.27% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.01% | 0.01% | $1.0万 | 437股 | $1.0万 | 437股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| <0.01% | <0.01% | $8,711 | 296股 | $7,589 | 296股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| <0.01% | <0.01% | $6,540 | 181股 | $5,263 | 181股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| <0.01% | <0.01% | $5,928 | 214股 | $5,297 | 214股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| <0.01% | <0.01% | $3,952 | 109股 | $3,592 | 109股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| <0.01% | <0.01% | $2,179 | 92股 | $1,977 | 92股 | 00.00% | 持仓不变 |
