| SSPDR标普500 ETFSPY |
| 15.47% | 15.13% | $2,278.4万 | 3.1万股 | $1,996.6万 | 3.1万股 | -191股-0.62% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 7.3% | 7.49% | $1,075.6万 | 10.4万股 | $987.8万 | 10.2万股 | +1,839股+1.81% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 5.99% | 5.88% | $882.1万 | 8.0万股 | $776.4万 | 8.0万股 | +104股+0.13% | 加仓 |
| IiShares安硕信托GVI |
| 3.96% | 4.22% | $583.7万 | 5.4万股 | $556.4万 | 5.2万股 | +1,824股+3.48% | 加仓 |
| IiShares安硕信托AGG |
| 3.77% | 3.68% | $555.2万 | 5.6万股 | $485.1万 | 4.9万股 | +7,219股+14.77% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.39% | 3.33% | $499.7万 | 7.0万股 | $439.9万 | 6.9万股 | +1,473股+2.15% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.38% | 3.48% | $498.2万 | 2.1万股 | $458.8万 | 2.1万股 | -281股-1.32% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 3.33% | 3.1% | $489.8万 | 1.6万股 | $409.2万 | 1.6万股 | -197股-1.19% | 减仓 |
| DDIGITALOCEANDOCN |
| 2.93% | 2.67% | $431.4万 | 2.7万股 | $352.9万 | 4.1万股 | -1.4万股-33.21% | 减仓 |
| IiShares安硕·ESGEFA |
| 2.55% | 2.6% | $376.1万 | 3.7万股 | $343.5万 | 3.6万股 | +661股+1.84% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.17% | 2.4% | $319.7万 | 6.3万股 | $317.2万 | 6.4万股 | -364股-0.57% | 减仓 |
| V先锋领航·MIDVO |
| 2.14% | 2.2% | $314.8万 | 3.9万股 | $289.7万 | 1.0万股 | +2.9万股+287.35% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.12% | 2.16% | $312.8万 | 1.5万股 | $285.4万 | 1.5万股 | -166股-1.12% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.07% | 1.98% | $304.8万 | 4.5万股 | $260.6万 | 4.1万股 | +4,316股+10.58% | 加仓 |
| IiShares安硕信托EEM |
| 1.77% | 1.68% | $261.3万 | 3.8万股 | $221.2万 | 3.9万股 | -753股-1.93% | 减仓 |
| IiShares安硕信托EMB |
| 1.74% | 1.78% | $256.0万 | 2.7万股 | $235.0万 | 2.5万股 | +1,525股+6.09% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.71% | 1.79% | $252.4万 | 3.1万股 | $236.5万 | 3.0万股 | +512股+1.70% | 加仓 |
| SSPDR黄金信托GLD |
| 1.7% | 2.3% | $250.8万 | 6,807股 | $302.9万 | 7,039股 | -232股-3.30% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.56% | 1.61% | $229.4万 | 1.5万股 | $213.0万 | 1.5万股 | +255股+1.75% | 加仓 |
 苹果AAPL |
| 1.44% | 1.39% | $212.1万 | 7,329股 | $183.6万 | 7,235股 | +94股+1.30% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.38% | 1.55% | $203.0万 | 2.5万股 | $204.2万 | 2.5万股 | -110股-0.45% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.31% | 1.45% | $192.5万 | 2.0万股 | $191.1万 | 2.0万股 | +11股+0.06% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 1.28% | 1.31% | $187.9万 | 3.8万股 | $172.3万 | 3.8万股 | -287股-0.76% | 减仓 |
| IiShares安硕信托REZ |
| 1.21% | 1.16% | $177.7万 | 1.9万股 | $152.9万 | 1.8万股 | +384股+2.09% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.21% | 1.17% | $177.6万 | 1.4万股 | $154.6万 | 3,625股 | +1.1万股+294.46% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 1.18% | 1.28% | $173.9万 | 2.6万股 | $168.2万 | 2.5万股 | +999股+3.98% | 加仓 |
| V先锋领航·TOTALBND |
| 1.04% | 1.22% | $152.5万 | 2.1万股 | $161.1万 | 2.2万股 | -1,101股-5.03% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.01% | 1.08% | $148.7万 | 3.3万股 | $142.9万 | 3.2万股 | +993股+3.09% | 加仓 |
| I景顺QQQ信托VOO |
| 1% | 0.86% | $147.4万 | 2,002股 | $114.1万 | 1,977股 | +25股+1.26% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.99% | 1.02% | $145.5万 | 2.8万股 | $133.9万 | 3.0万股 | -1,534股-5.17% | 减仓 |
| WWisdomTree信托DEM |
| 0.95% | 0.99% | $140.3万 | 2.6万股 | $131.0万 | 2.6万股 | -279股-1.06% | 减仓 |
| G高盛ETF信托JUST |
| 0.94% | 0.9% | $138.5万 | 1.3万股 | $119.1万 | 1.3万股 | +100股+0.78% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.9% | 0.91% | $132.6万 | 1.4万股 | $120.6万 | 1.4万股 | +161股+1.18% | 加仓 |
 Meta平台META |
| 0.89% | 0.99% | $130.3万 | 2,314股 | $130.3万 | 2,277股 | +37股+1.62% | 加仓 |
| IiShares安硕信托IVV |
| 0.87% | 0.87% | $128.0万 | 1,710股 | $115.2万 | 1,764股 | -54股-3.06% | 减仓 |
| IiShares安硕信托LQD |
| 0.62% | 0.72% | $92.0万 | 8,434股 | $95.1万 | 8,722股 | -288股-3.30% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 0.6% | 0.56% | $87.9万 | 7,594股 | $74.2万 | 7,594股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.58% | 0.46% | $85.2万 | 8,464股 | $61.1万 | 6,073股 | +2,391股+39.37% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.52% | $81.9万 | 4,095股 | $68.5万 | 3,927股 | +168股+4.28% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.5% | 0.5% | $73.1万 | 8,924股 | $65.7万 | 9,264股 | -340股-3.67% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 0.46% | 0.32% | $67.7万 | 8,857股 | $42.9万 | 5,704股 | +3,153股+55.28% | 加仓 |
| V先锋领航指数基金VOO |
| 0.46% | 0.44% | $67.6万 | 985股 | $58.3万 | 976股 | +9股+0.92% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.43% | 0.43% | $63.7万 | 7,742股 | $56.7万 | 7,974股 | -232股-2.91% | 减仓 |
| IiShares安硕信托PFF |
| 0.43% | 0.48% | $62.9万 | 2.1万股 | $63.0万 | 2.1万股 | -154股-0.74% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.42% | 0.43% | $61.8万 | 6,978股 | $56.7万 | 6,883股 | +95股+1.38% | 加仓 |
| G通用动力VTI |
| 0.42% | 0.4% | $61.6万 | 1,664股 | $53.3万 | 1,661股 | +3股+0.18% | 加仓 |
| SSPDR道富指数基金GII |
| 0.39% | 0.43% | $57.5万 | 7,590股 | $56.5万 | 7,437股 | +153股+2.06% | 加仓 |
 谷歌AGOOGL |
| 0.37% | 0.31% | $54.1万 | 1,514股 | $41.4万 | 1,440股 | +74股+5.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.34% | $52.8万 | 1,494股 | $44.3万 | 1,545股 | -51股-3.30% | 减仓 |
| IIMPACT SHARES NAACP MINORITY EMPOWERMENT ETFNACP |
| 0.36% | 0.31% | $52.4万 | 8,617股 | $40.7万 | 8,411股 | +206股+2.45% | 加仓 |
