Cornerstone Financial Management LLC 投资组合 — 13F 数据

分散型投资策略趋势追踪型长期持有型

申报总市值

US$1.1亿

申报季度: 2026-03-31 · 持股只数: 1311

Cornerstone Financial Management LLC在最新一期 13F 报告中披露了 1311 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 11.4%。

浏览其他1 亿至 10 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度: 8.67
持仓稳定性: 11.42
动能／逆势: 100
行业集中度: 45.2
多样化: 100
仓位均衡度: 47.62

近期动向

加仓 PRXG
+151.6%　US$95.1万
减仓 MGK
+2.8%　-US$45.8万
减仓 WWJD
-58.6%　-US$53.8万
减仓 MGC
-6.3%　-US$47.4万
减仓 VIG
-8.4%　-US$39.0万
加仓 VEA
+925.6%　US$37.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VGSH	Vanguard Short-term Treasury	ETF-政府公债	5.04%	+0.32%	+9.68%
2	MGV	Vanguard Mega Cap Value ETF	ETF-其他	4.93%	+0.03%	+0.33%
3	VGIT	Vanguard Intermediate-term T	ETF-其他	4.89%	+0.19%	+7.10%
4	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	4.51%	-0.54%	+2.77%
5	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	3.72%	+0.05%	+3.87%
6	LMBS	First Trust Low Duration Opp	ETF-其他	3.71%	+0.13%	+6.49%
7	SCHX	Schwab US Large-cap ETF	ETF-其他	3.60%	+0.02%	+8.21%
8	MGC	Vanguard Mega Cap ETF	ETF-其他	3.24%	-0.52%	-6.31%
9	VIG	Vanguard Dividend Apprec ETF	ETF-其他	3.09%	-0.43%	-8.43%
10	EFV	Ishares Msci Eafe Value ETF	ETF-其他	2.34%	+0.16%	+5.74%
11	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.23%	—	+3.92%
12	TPLC	Timothy Pln US Lrg/mid Cap	ETF-其他	1.97%	+0.05%	+2.43%
13	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	1.91%	+0.05%	+5.88%
14	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	1.82%	+0.11%	+10.47%
15	VO	Vanguard Mid-cap ETF	ETF-其他	1.74%	—	+3.04%
16	AAPL	Apple INC	股票-科技	1.63%	-0.28%	-6.60%
17	PRXG	Praxis Impact Large Cap ETF	ETF-大型股与成长	1.56%	+0.85%	+151.58%
18	JPIE	Jpmorgan Income ETF	ETF-其他	1.54%	+0.11%	+10.95%
19	IVOV	Vanguard S&p Mid-cap 400 Val	ETF-其他	1.41%	—	+1.45%
20	IBD	Inspire Corporate Bond ETF	ETF-投资级公司债	1.35%	+0.03%	+6.14%
21	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.34%	-0.10%	-3.92%
22	OAIM	Oneascent Intl Eqty ETF	ETF-其他	1.33%	+0.26%	+21.68%
23	IWP	Ishares Russell Mid-cap Grow	ETF-其他	1.30%	-0.09%	+2.57%
24	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	1.28%	+0.08%	+8.42%
25	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.18%	-0.08%	-7.55%
26	EQIN	Columbia US Eqty INC ETF	ETF-其他	1.17%	—	-0.74%
27	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.16%	-0.08%	—
28	MEAR	Ishrs Short Mat Muni Act ETF	ETF-其他	1.14%	+0.07%	+9.04%
29	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-其他	1.12%	-0.11%	+0.55%
30	DMXF	Ishares Esg Advanc Msci Eafe	ETF-其他	1.10%	—	+0.86%
31	ISMD	Inspire Small/mid Cap ETF	ETF-其他	0.97%	+0.08%	+6.97%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.89%	—	—
33	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.88%	-0.07%	+3.16%
34	XVV	Ishares Esg Select Screened	ETF-其他	0.86%	-0.09%	-1.06%
35	JPM	Jpmorgan Chase & Co	股票-金融	0.86%	-0.10%	+0.03%
36	IWB	Ishares Russell 1000 ETF	ETF-其他	0.85%	-0.13%	-6.85%
37	MSFT	Microsoft CORP	股票-科技	0.84%	-0.25%	+3.55%
38	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	0.70%	-0.16%	-18.13%
39	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.65%	—	-0.28%
40	FESM	Fidelity Enhanced Small Cap	ETF-中小型股	0.63%	+0.11%	+24.00%
41	JNJ	Johnson & Johnson	股票-医疗保健	0.59%	+0.32%	+90.46%
42	VTES	Vanguard Sh Term Tax-ex Bond	ETF-其他	0.53%	-0.09%	-12.96%
43	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.52%	—	—
44	NVDA	Nvidia CORP	股票-科技	0.51%	—	+12.14%
45	AMZN	Amazon.com INC	股票-周期性消费	0.48%	-0.08%	-1.05%
46	PEP	Pepsico INC	股票-非周期性消费	0.38%	+0.28%	+249.93%
47	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.38%	+0.34%	+925.60%
48	AVGO	Broadcom INC	股票-科技	0.37%	—	+5.45%
49	WWJD	Inspire International ETF	ETF-其他	0.36%	-0.52%	-58.61%
50	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.36%	—	+2.35%

1–50 of 1,311

投资组合表现

Q3 2026表现

+3%

近4个季度表现

+5.3%

基于可用的5个月历史数据

基于可获取价格的持仓（占申报价值的83%）计算

标准差: +13.2%
贝塔系数: +0.62
阿尔法: -0.6%
最大回撤: -0.3%
年化表现: +13.2%
对标普胜率: +60%
索提诺比率: +2.16
斯图泽指数: —
特雷诺比率: +0.21
斯特林比率: —
卡玛比率: +45.55
信息比率: -1.09
跟踪误差: +8.4%
下行标准差: +6.1%
正收益月份占比: +60%
负收益月份占比: +40%
最佳12个月: —
最差12个月: —
效率比率: +0.38
夏普比率: +1
行业分散度: +7.4%
偏度: +0.11
峰度: -0.9
上行潜力: +3.82

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	1311	US$1.1亿	11	1VGSH 2MGV 3VGIT 主要持股2026-03-31 1.VGSH 2.MGV 3.VGIT 4.MGK 5.VMBS 6.LMBS 7.SCHX 8.MGC 9.VIG 10.EFV
2025-12-31	1241	US$1.1亿	0	1MGK 2MGV 3VGSH 主要持股2025-12-31 1.MGK 2.MGV 3.VGSH 4.VGIT 5.MGC 6.VMBS 7.LMBS 8.SCHX 9.VIG 10.EFG

本季持股变动

Cornerstone Financial Management LLC 在 2026-03-31 最显著的持仓异动：清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Nuveen S&p 500 Dynam Overwr (XSSPX); 加仓: Praxis Impact Large Cap ETF (PRXG) — 股数 +151.58%; 加仓: Vanguard Mega Cap Growth ETF (MGK) — 股数 +2.77%; 减仓: Inspire International ETF (WWJD) — 股数 -58.61%.

Cornerstone Financial Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	PRXG	Praxis Impact Large Cap ETF	+0.9%	+151.58%	加仓
2	VEA	Vanguard Ftse Developed ETF	+0.3%	+925.60%	加仓
3	VGSH	Vanguard Short-term Treasury	+0.3%	+9.68%	加仓
4	JNJ	Johnson & Johnson	+0.3%	+90.46%	加仓
5	PEP	Pepsico INC	+0.3%	+249.93%	加仓
6	OAIM	Oneascent Intl Eqty ETF	+0.3%	+21.68%	加仓
7	VGIT	Vanguard Intermediate-term T	+0.2%	+7.10%	加仓
8	EFV	Ishares Msci Eafe Value ETF	+0.2%	+5.74%	加仓
9	LMBS	First Trust Low Duration Opp	+0.1%	+6.49%	加仓
10	VCIT	Vanguard Int-term Corporate	+0.1%	+10.47%	加仓
11	JPIE	Jpmorgan Income ETF	+0.1%	+10.95%	加仓
12	FESM	Fidelity Enhanced Small Cap	+0.1%	+24.00%	加仓
13	VWO	Vanguard Ftse Emerging Marke	+0.1%	+8.42%	加仓
14	ISMD	Inspire Small/mid Cap ETF	+0.1%	+6.97%	加仓
15	VZ	Verizon Communications INC	+0.1%	+89.67%	加仓
16	BAC	Bank Of America CORP	+0.1%	+132.06%	加仓
17	MEAR	Ishrs Short Mat Muni Act ETF	+0.1%	+9.04%	加仓
18	MS	Morgan Stanley	+0.1%	+257.30%	加仓
19	VMBS	Vanguard Mortgage-backed Sec	+0.1%	+3.87%	加仓
20	VCSH	Vanguard S/t CORP Bond ETF	+0.1%	+5.88%	加仓
21	TPLC	Timothy Pln US Lrg/mid Cap	+0.1%	+2.43%	加仓
22	ELV	Elevance Health INC	+0.1%	+731.03%	加仓
23	CVX	Chevron CORP	+0.1%	+4.81%	加仓
24	MGV	Vanguard Mega Cap Value ETF	0%	+0.33%	加仓
25	IBD	Inspire Corporate Bond ETF	0%	+6.14%	加仓
26	SCHX	Schwab US Large-cap ETF	0%	+8.21%	加仓
27	SCZ	Ishares Msci Eafe Small-cap	-0.1%	-15.43%	减仓
28	UNH	Unitedhealth Group INC	-0.1%	-2.15%	减仓
29	TFLO	Ishares Treasury Floating Ra	-0.1%	-27.56%	减仓
30	GOOGL	Alphabet Inc-cl A	-0.1%	+3.16%	加仓
31	AMZN	Amazon.com INC	-0.1%	-1.05%	减仓
32	VYM	Vanguard High Dvd Yield ETF	-0.1%	-7.55%	减仓
33	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	—	不变
34	VTES	Vanguard Sh Term Tax-ex Bond	-0.1%	-12.96%	减仓
35	XVV	Ishares Esg Select Screened	-0.1%	-1.06%	减仓
36	IWP	Ishares Russell Mid-cap Grow	-0.1%	+2.57%	加仓
37	VUG	Vanguard Growth ETF	-0.1%	-11.95%	减仓
38	JPM	Jpmorgan Chase & Co	-0.1%	+0.03%	加仓
39	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	-3.92%	减仓
40	NULG	Nuveen Esg Lrg-cap Grw ETF	-0.1%	+0.55%	加仓
41	IWB	Ishares Russell 1000 ETF	-0.1%	-6.85%	减仓
42	STIP	Ishares 0-5 Year Tips Bond E	-0.2%	-18.13%	减仓
43	MSFT	Microsoft CORP	-0.3%	+3.55%	加仓
44	AAPL	Apple INC	-0.3%	-6.60%	减仓
45	VIG	Vanguard Dividend Apprec ETF	-0.4%	-8.43%	减仓
46	WWJD	Inspire International ETF	-0.5%	-58.61%	减仓
47	MGC	Vanguard Mega Cap ETF	-0.5%	-6.31%	减仓
48	MGK	Vanguard Mega Cap Growth ETF	-0.5%	+2.77%	加仓
49	XBXMX	Nuveen S&p 500 Buy-wr INC	—	EXIT	清仓
50	XSSPX	Nuveen S&p 500 Dynam Overwr	—	NEW	新建仓

FAQ

Cornerstone Financial Management LLC 是什么机构？属于哪种投资人类型？

Cornerstone Financial Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.1亿，分布在 1311 个已申报仓位之中。

Cornerstone Financial Management LLC 目前前几大持股有哪些？

根据最新 13F 申报，Cornerstone Financial Management LLC 按市值排列的前几大持股为： 1. Vanguard Short-term Treasury (VGSH) — US$549.8万 (5.0%) 2. Vanguard Mega Cap Value ETF (MGV) — US$537.8万 (4.9%) 3. Vanguard Intermediate-term T (VGIT) — US$533.1万 (4.9%) 4. Vanguard Mega Cap Growth ETF (MGK) — US$491.6万 (4.5%) 5. Vanguard Mortgage-backed Sec (VMBS) — US$405.0万 (3.7%)

Cornerstone Financial Management LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Cornerstone Financial Management LLC 共进行了 49 项显著调整：新建仓 1 个仓位、加仓 32 个既有持股、减仓 15 个仓位，并完全清仓 1 个持股。其中幅度最大的异动：清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Nuveen S&p 500 Dynam Overwr (XSSPX); 加仓: Praxis Impact Large Cap ETF (PRXG) — 股数 +151.58%; 加仓: Vanguard Mega Cap Growth ETF (MGK) — 股数 +2.77%; 减仓: Inspire International ETF (WWJD) — 股数 -58.61%

Cornerstone Financial Management LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Cornerstone Financial Management LLC 的主要板块分布如下： • Information Technology: 28.1% • Financials: 16.3% • Health Care: 12.2% • Consumer Discretionary: 9.4% • Consumer Staples: 8.6% • Communication Services: 8.6%

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Cornerstone Financial Management LLC 投资组合 — 13F 数据

分散型投资策略趋势追踪型长期持有型

申报总市值

US$1.1亿

申报季度: 2026-03-31 · 持股只数: 1311

Cornerstone Financial Management LLC在最新一期 13F 报告中披露了 1311 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 11.4%。

浏览其他1 亿至 10 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度: 8.67
持仓稳定性: 11.42
动能／逆势: 100
行业集中度: 45.2
多样化: 100
仓位均衡度: 47.62

近期动向

加仓 PRXG
+151.6%　US$95.1万
减仓 MGK
+2.8%　-US$45.8万
减仓 WWJD
-58.6%　-US$53.8万
减仓 MGC
-6.3%　-US$47.4万
减仓 VIG
-8.4%　-US$39.0万
加仓 VEA
+925.6%　US$37.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VGSH	Vanguard Short-term Treasury	ETF-政府公债	5.04%	+0.32%	+9.68%
2	MGV	Vanguard Mega Cap Value ETF	ETF-其他	4.93%	+0.03%	+0.33%
3	VGIT	Vanguard Intermediate-term T	ETF-其他	4.89%	+0.19%	+7.10%
4	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	4.51%	-0.54%	+2.77%
5	VMBS	Vanguard Mortgage-backed Sec	ETF-其他	3.72%	+0.05%	+3.87%
6	LMBS	First Trust Low Duration Opp	ETF-其他	3.71%	+0.13%	+6.49%
7	SCHX	Schwab US Large-cap ETF	ETF-其他	3.60%	+0.02%	+8.21%
8	MGC	Vanguard Mega Cap ETF	ETF-其他	3.24%	-0.52%	-6.31%
9	VIG	Vanguard Dividend Apprec ETF	ETF-其他	3.09%	-0.43%	-8.43%
10	EFV	Ishares Msci Eafe Value ETF	ETF-其他	2.34%	+0.16%	+5.74%
11	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.23%	—	+3.92%
12	TPLC	Timothy Pln US Lrg/mid Cap	ETF-其他	1.97%	+0.05%	+2.43%
13	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	1.91%	+0.05%	+5.88%
14	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	1.82%	+0.11%	+10.47%
15	VO	Vanguard Mid-cap ETF	ETF-其他	1.74%	—	+3.04%
16	AAPL	Apple INC	股票-科技	1.63%	-0.28%	-6.60%
17	PRXG	Praxis Impact Large Cap ETF	ETF-大型股与成长	1.56%	+0.85%	+151.58%
18	JPIE	Jpmorgan Income ETF	ETF-其他	1.54%	+0.11%	+10.95%
19	IVOV	Vanguard S&p Mid-cap 400 Val	ETF-其他	1.41%	—	+1.45%
20	IBD	Inspire Corporate Bond ETF	ETF-投资级公司债	1.35%	+0.03%	+6.14%
21	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.34%	-0.10%	-3.92%
22	OAIM	Oneascent Intl Eqty ETF	ETF-其他	1.33%	+0.26%	+21.68%
23	IWP	Ishares Russell Mid-cap Grow	ETF-其他	1.30%	-0.09%	+2.57%
24	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	1.28%	+0.08%	+8.42%
25	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.18%	-0.08%	-7.55%
26	EQIN	Columbia US Eqty INC ETF	ETF-其他	1.17%	—	-0.74%
27	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.16%	-0.08%	—
28	MEAR	Ishrs Short Mat Muni Act ETF	ETF-其他	1.14%	+0.07%	+9.04%
29	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-其他	1.12%	-0.11%	+0.55%
30	DMXF	Ishares Esg Advanc Msci Eafe	ETF-其他	1.10%	—	+0.86%
31	ISMD	Inspire Small/mid Cap ETF	ETF-其他	0.97%	+0.08%	+6.97%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.89%	—	—
33	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.88%	-0.07%	+3.16%
34	XVV	Ishares Esg Select Screened	ETF-其他	0.86%	-0.09%	-1.06%
35	JPM	Jpmorgan Chase & Co	股票-金融	0.86%	-0.10%	+0.03%
36	IWB	Ishares Russell 1000 ETF	ETF-其他	0.85%	-0.13%	-6.85%
37	MSFT	Microsoft CORP	股票-科技	0.84%	-0.25%	+3.55%
38	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	0.70%	-0.16%	-18.13%
39	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.65%	—	-0.28%
40	FESM	Fidelity Enhanced Small Cap	ETF-中小型股	0.63%	+0.11%	+24.00%
41	JNJ	Johnson & Johnson	股票-医疗保健	0.59%	+0.32%	+90.46%
42	VTES	Vanguard Sh Term Tax-ex Bond	ETF-其他	0.53%	-0.09%	-12.96%
43	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.52%	—	—
44	NVDA	Nvidia CORP	股票-科技	0.51%	—	+12.14%
45	AMZN	Amazon.com INC	股票-周期性消费	0.48%	-0.08%	-1.05%
46	PEP	Pepsico INC	股票-非周期性消费	0.38%	+0.28%	+249.93%
47	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.38%	+0.34%	+925.60%
48	AVGO	Broadcom INC	股票-科技	0.37%	—	+5.45%
49	WWJD	Inspire International ETF	ETF-其他	0.36%	-0.52%	-58.61%
50	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.36%	—	+2.35%

1–50 of 1,311

投资组合表现

Q3 2026表现

+3%

近4个季度表现

+5.3%

基于可用的5个月历史数据

基于可获取价格的持仓（占申报价值的83%）计算

标准差: +13.2%
贝塔系数: +0.62
阿尔法: -0.6%
最大回撤: -0.3%
年化表现: +13.2%
对标普胜率: +60%
索提诺比率: +2.16
斯图泽指数: —
特雷诺比率: +0.21
斯特林比率: —
卡玛比率: +45.55
信息比率: -1.09
跟踪误差: +8.4%
下行标准差: +6.1%
正收益月份占比: +60%
负收益月份占比: +40%
最佳12个月: —
最差12个月: —
效率比率: +0.38
夏普比率: +1
行业分散度: +7.4%
偏度: +0.11
峰度: -0.9
上行潜力: +3.82

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	1311	US$1.1亿	11	1VGSH 2MGV 3VGIT 主要持股2026-03-31 1.VGSH 2.MGV 3.VGIT 4.MGK 5.VMBS 6.LMBS 7.SCHX 8.MGC 9.VIG 10.EFV
2025-12-31	1241	US$1.1亿	0	1MGK 2MGV 3VGSH 主要持股2025-12-31 1.MGK 2.MGV 3.VGSH 4.VGIT 5.MGC 6.VMBS 7.LMBS 8.SCHX 9.VIG 10.EFG

本季持股变动

Cornerstone Financial Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	PRXG	Praxis Impact Large Cap ETF	+0.9%	+151.58%	加仓
2	VEA	Vanguard Ftse Developed ETF	+0.3%	+925.60%	加仓
3	VGSH	Vanguard Short-term Treasury	+0.3%	+9.68%	加仓
4	JNJ	Johnson & Johnson	+0.3%	+90.46%	加仓
5	PEP	Pepsico INC	+0.3%	+249.93%	加仓
6	OAIM	Oneascent Intl Eqty ETF	+0.3%	+21.68%	加仓
7	VGIT	Vanguard Intermediate-term T	+0.2%	+7.10%	加仓
8	EFV	Ishares Msci Eafe Value ETF	+0.2%	+5.74%	加仓
9	LMBS	First Trust Low Duration Opp	+0.1%	+6.49%	加仓
10	VCIT	Vanguard Int-term Corporate	+0.1%	+10.47%	加仓
11	JPIE	Jpmorgan Income ETF	+0.1%	+10.95%	加仓
12	FESM	Fidelity Enhanced Small Cap	+0.1%	+24.00%	加仓
13	VWO	Vanguard Ftse Emerging Marke	+0.1%	+8.42%	加仓
14	ISMD	Inspire Small/mid Cap ETF	+0.1%	+6.97%	加仓
15	VZ	Verizon Communications INC	+0.1%	+89.67%	加仓
16	BAC	Bank Of America CORP	+0.1%	+132.06%	加仓
17	MEAR	Ishrs Short Mat Muni Act ETF	+0.1%	+9.04%	加仓
18	MS	Morgan Stanley	+0.1%	+257.30%	加仓
19	VMBS	Vanguard Mortgage-backed Sec	+0.1%	+3.87%	加仓
20	VCSH	Vanguard S/t CORP Bond ETF	+0.1%	+5.88%	加仓
21	TPLC	Timothy Pln US Lrg/mid Cap	+0.1%	+2.43%	加仓
22	ELV	Elevance Health INC	+0.1%	+731.03%	加仓
23	CVX	Chevron CORP	+0.1%	+4.81%	加仓
24	MGV	Vanguard Mega Cap Value ETF	0%	+0.33%	加仓
25	IBD	Inspire Corporate Bond ETF	0%	+6.14%	加仓
26	SCHX	Schwab US Large-cap ETF	0%	+8.21%	加仓
27	SCZ	Ishares Msci Eafe Small-cap	-0.1%	-15.43%	减仓
28	UNH	Unitedhealth Group INC	-0.1%	-2.15%	减仓
29	TFLO	Ishares Treasury Floating Ra	-0.1%	-27.56%	减仓
30	GOOGL	Alphabet Inc-cl A	-0.1%	+3.16%	加仓
31	AMZN	Amazon.com INC	-0.1%	-1.05%	减仓
32	VYM	Vanguard High Dvd Yield ETF	-0.1%	-7.55%	减仓
33	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	—	不变
34	VTES	Vanguard Sh Term Tax-ex Bond	-0.1%	-12.96%	减仓
35	XVV	Ishares Esg Select Screened	-0.1%	-1.06%	减仓
36	IWP	Ishares Russell Mid-cap Grow	-0.1%	+2.57%	加仓
37	VUG	Vanguard Growth ETF	-0.1%	-11.95%	减仓
38	JPM	Jpmorgan Chase & Co	-0.1%	+0.03%	加仓
39	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	-3.92%	减仓
40	NULG	Nuveen Esg Lrg-cap Grw ETF	-0.1%	+0.55%	加仓
41	IWB	Ishares Russell 1000 ETF	-0.1%	-6.85%	减仓
42	STIP	Ishares 0-5 Year Tips Bond E	-0.2%	-18.13%	减仓
43	MSFT	Microsoft CORP	-0.3%	+3.55%	加仓
44	AAPL	Apple INC	-0.3%	-6.60%	减仓
45	VIG	Vanguard Dividend Apprec ETF	-0.4%	-8.43%	减仓
46	WWJD	Inspire International ETF	-0.5%	-58.61%	减仓
47	MGC	Vanguard Mega Cap ETF	-0.5%	-6.31%	减仓
48	MGK	Vanguard Mega Cap Growth ETF	-0.5%	+2.77%	加仓
49	XBXMX	Nuveen S&p 500 Buy-wr INC	—	EXIT	清仓
50	XSSPX	Nuveen S&p 500 Dynam Overwr	—	NEW	新建仓