| DDimensional维度·USDFUV |
| 20.55% | 19.38% | $2,774.9万 | 50.4万股 | $2,456.0万 | 50.7万股 | -2,385股-0.47% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 16.23% | 16.69% | $2,191.3万 | 43.6万股 | $2,115.2万 | 42.3万股 | +1.3万股+3.02% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 14.98% | 15.62% | $2,022.7万 | 21.4万股 | $1,979.0万 | 20.7万股 | +6,530股+3.15% | 加仓 |
| G通用动力VTI |
| 14.32% | 12.77% | $1,933.7万 | 5.2万股 | $1,618.6万 | 5.0万股 | +1,803股+3.57% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 11.09% | 10.46% | $1,496.7万 | 51.3万股 | $1,325.1万 | 52.2万股 | -9,551股-1.83% | 减仓 |
 帕兰提尔PLTR |
| 7.56% | 10.09% | $1,020.2万 | 8.7万股 | $1,279.1万 | 8.7万股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 5.59% | 5.37% | $754.8万 | 6.0万股 | $680.4万 | 6.2万股 | -1,095股-1.78% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.65% | 3.91% | $492.1万 | 9.1万股 | $495.2万 | 9.4万股 | -2,715股-2.89% | 减仓 |
| V先锋领航指数基金VTV |
| 1.79% | 1.72% | $241.5万 | 1.1万股 | $217.5万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.57% | 1.68% | $211.4万 | 3.6万股 | $213.4万 | 3.6万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.51% | 0.41% | $68.7万 | 8,034股 | $52.5万 | 6,810股 | +1,224股+17.97% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.49% | 0.49% | $65.8万 | 2,998股 | $62.7万 | 3,267股 | -269股-8.23% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.36% | 0.34% | $48.5万 | 6,942股 | $43.4万 | 6,942股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.32% | 0.22% | $42.6万 | 400股 | $28.3万 | 400股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVLU |
| 0.25% | 0.25% | $34.0万 | 8,132股 | $32.3万 | 8,132股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.2% | 0.19% | $27.6万 | 3,350股 | $23.8万 | 3,350股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.2% | 0.21% | $27.2万 | 4,549股 | $27.2万 | 5,037股 | -488股-9.69% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.2% | 0.18% | $26.9万 | 1,965股 | $23.3万 | 1,965股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VPL |
| 0.15% | — | $20.3万 | 1,756股 | $0 | 0股 | +1,756股 | 新买入 |
