| G通用动力VTI |
| 27.55% | 25.68% | $8,980.6万 | 24.4万股 | $7,652.8万 | 23.9万股 | +5,325股+2.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.85% | 9.69% | $3,210.6万 | 45.6万股 | $2,887.3万 | 45.1万股 | +5,867股+1.30% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 9.03% | 8.97% | $2,944.3万 | 77.1万股 | $2,672.3万 | 76.3万股 | +8,296股+1.09% | 加仓 |
| V先锋领航·TOTALBNDX |
| 7.8% | 8.78% | $2,542.2万 | 53.1万股 | $2,617.6万 | 54.5万股 | -1.3万股-2.44% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 6.83% | 8.43% | $2,227.4万 | 27.2万股 | $2,513.4万 | 30.4万股 | -3.1万股-10.37% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.62% | 6.11% | $1,832.6万 | 31.3万股 | $1,821.6万 | 30.6万股 | +7,256股+2.37% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.49% | 6.01% | $1,789.8万 | 22.8万股 | $1,792.3万 | 22.6万股 | +1,580股+0.70% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.87% | 4.67% | $1,586.3万 | 40.3万股 | $1,393.2万 | 40.3万股 | -631股-0.16% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 4.48% | 4.35% | $1,460.5万 | 33.2万股 | $1,296.0万 | 33.4万股 | -1,876股-0.56% | 减仓 |
| DDimensional维度ETF信托DISV |
| 3.44% | 3.6% | $1,121.5万 | 27.6万股 | $1,073.5万 | 27.2万股 | +4,159股+1.53% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.24% | 2.3% | $729.7万 | 20.0万股 | $685.2万 | 20.2万股 | -1,454股-0.72% | 减仓 |
| IiShares安硕信托ITOT |
| 2.12% | 2.01% | $690.8万 | 4.2万股 | $600.3万 | 4.2万股 | +77股+0.18% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 1.63% | 0.47% | $531.8万 | 5.3万股 | $139.9万 | 1.4万股 | +3.9万股+278.12% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.52% | 0.86% | $496.3万 | 8.6万股 | $257.3万 | 4.4万股 | +4.2万股+94.61% | 加仓 |
| IiShares安硕信托GVI |
| 1.5% | 1.63% | $488.1万 | 4.6万股 | $484.7万 | 4.6万股 | -6股-0.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.24% | 1.19% | $405.8万 | 5,445股 | $353.2万 | 5,431股 | +14股+0.26% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.72% | 0.52% | $236.0万 | 4.0万股 | $154.7万 | 2.9万股 | +1.1万股+39.40% | 加仓 |
| IiShares安硕信托IEFA |
| 0.68% | 0.69% | $221.5万 | 2.3万股 | $205.7万 | 2.3万股 | +283股+1.25% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 0.65% | 0.29% | $213.3万 | 4.0万股 | $86.7万 | 1.7万股 | +2.4万股+143.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.56% | $193.5万 | 2,824股 | $167.6万 | 2,804股 | +20股+0.71% | 加仓 |
 摩根大通JPM |
| 0.44% | 0.42% | $142.4万 | 4,306股 | $126.6万 | 4,305股 | +1股+0.02% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.37% | 0.37% | $121.4万 | 2.4万股 | $111.0万 | 2.4万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.35% | 0.37% | $112.5万 | 5,301股 | $110.5万 | 5,759股 | -458股-7.95% | 减仓 |
| IiShares安硕IEMG |
| 0.24% | 0.23% | $77.8万 | 9,694股 | $67.1万 | 9,620股 | +74股+0.77% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.23% | 1.35% | $74.9万 | 1.5万股 | $403.4万 | 8.1万股 | -6.6万股-81.57% | 减仓 |
 苹果AAPL |
| 0.18% | 0.18% | $59.0万 | 1,883股 | $52.9万 | 2,084股 | -201股-9.64% | 减仓 |
| IiShares安硕信托IVV |
| 0.15% | 0.14% | $48.6万 | 649股 | $42.6万 | 652股 | -3股-0.46% | 减仓 |
 雪佛龙CVX |
| 0.1% | — | $32.7万 | 1,858股 | $0 | 0股 | +1,858股 | 新买入 |
 埃克森美孚XOM |
| 0.09% | 0.11% | $27.9万 | 1,974股 | $33.5万 | 1,974股 | 00.00% | 持仓不变 |
