| SSPDR道富系列信托SPTM |
| 7.67% | 7.58% | $3,877.6万 | 42.7万股 | $3,374.0万 | 42.7万股 | +326股+0.08% | 加仓 |
| IiShares安硕信托IEFA |
| 5.22% | 5.18% | $2,635.9万 | 27.3万股 | $2,306.2万 | 25.5万股 | +1.8万股+7.13% | 加仓 |
| V先锋领航指数基金VOO |
| 5.16% | 5.03% | $2,605.6万 | 3.8万股 | $2,239.8万 | 3.7万股 | +455股+1.21% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.35% | 5.1% | $2,199.4万 | 27.8万股 | $2,270.3万 | 28.6万股 | -8,107股-2.83% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.77% | 3.9% | $1,906.5万 | 26.8万股 | $1,735.2万 | 27.1万股 | -3,197股-1.18% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.75% | 4.4% | $1,892.4万 | 32.1万股 | $1,960.0万 | 32.9万股 | -8,277股-2.51% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.74% | 3.79% | $1,892.0万 | 18.4万股 | $1,685.6万 | 16.9万股 | +1.5万股+8.77% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.67% | 4.48% | $1,853.8万 | 39.6万股 | $1,994.2万 | 42.5万股 | -2.9万股-6.77% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 3.25% | 3.26% | $1,640.6万 | 21.7万股 | $1,452.0万 | 19.2万股 | +2.5万股+12.94% | 加仓 |
| IiShares安硕信托IVV |
| 2.61% | 2.34% | $1,320.4万 | 1.8万股 | $1,041.8万 | 1.6万股 | +1,682股+10.55% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.99% | 2.11% | $1,005.6万 | 3.0万股 | $938.9万 | 3.2万股 | -2,127股-6.69% | 减仓 |
| AAvantis·U SAVUV |
| 1.72% | 1.68% | $869.3万 | 7.0万股 | $746.9万 | 6.8万股 | +2,064股+3.05% | 加仓 |
| A美国世纪ETF信托AVMV |
| 1.65% | 1.64% | $834.1万 | 10.4万股 | $731.8万 | 9.9万股 | +4,918股+4.99% | 加仓 |
| G通用动力VTI |
| 1.61% | 1.3% | $815.8万 | 2.2万股 | $578.8万 | 1.8万股 | +4,005股+22.20% | 加仓 |
| IiShares安硕信托USRT |
| 1.53% | 1.44% | $772.4万 | 11.6万股 | $640.9万 | 10.8万股 | +7,960股+7.35% | 加仓 |
| S嘉信策略信托SCHF |
| 1.44% | 1.49% | $728.5万 | 26.3万股 | $661.7万 | 26.7万股 | -4,345股-1.63% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.25% | 1.37% | $630.6万 | 16.9万股 | $607.9万 | 17.1万股 | -1,847股-1.08% | 减仓 |
| V先锋领航指数基金VB |
| 1.22% | 1.37% | $618.6万 | 2.0万股 | $611.8万 | 2.3万股 | -2,952股-12.64% | 减仓 |
| S道富SPHY |
| 1.2% | 1.14% | $607.7万 | 25.9万股 | $509.4万 | 21.8万股 | +4.1万股+18.68% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.14% | $580.5万 | 7,774股 | $505.6万 | 7,774股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.13% | 1.29% | $571.8万 | 11.9万股 | $575.0万 | 12.3万股 | -4,207股-3.42% | 减仓 |
| V先锋领航·MIDVO |
| 1.08% | 1.16% | $544.1万 | 6.8万股 | $515.6万 | 1.8万股 | +5.0万股+276.11% | 加仓 |
 英伟达NVDA |
| 1.07% | 1.03% | $540.3万 | 2.7万股 | $459.4万 | 2.6万股 | +660股+2.51% | 加仓 |
 苹果AAPL |
| 1.05% | 1.03% | $529.0万 | 1.8万股 | $459.7万 | 1.8万股 | +168股+0.93% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.93% | 0.63% | $469.4万 | 6.1万股 | $279.2万 | 3.7万股 | +2.5万股+67.36% | 加仓 |
| V先锋领航·MALVERN FDSVGMS |
| 0.87% | 0.78% | $439.9万 | 8.6万股 | $349.4万 | 6.9万股 | +1.7万股+25.20% | 加仓 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 0.87% | 0.59% | $437.2万 | 4.2万股 | $262.6万 | 2.6万股 | +1.6万股+64.04% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.84% | 1.02% | $422.0万 | 5.1万股 | $455.6万 | 5.5万股 | -4,000股-7.27% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.83% | 0.85% | $420.8万 | 4.0万股 | $378.9万 | 4.0万股 | -842股-2.08% | 减仓 |
 微软MSFT |
| 0.81% | 0.92% | $407.9万 | 1.1万股 | $410.3万 | 1.1万股 | -150股-1.35% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.79% | 0.81% | $398.4万 | 1.6万股 | $362.0万 | 1.7万股 | -267股-1.60% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.77% | 0.61% | $387.4万 | 9.5万股 | $271.0万 | 7.8万股 | +1.7万股+21.52% | 加仓 |
| B贝莱德·ETF TRUST IISHYM |
| 0.72% | 0.54% | $362.6万 | 16.2万股 | $241.5万 | 11.0万股 | +5.2万股+47.29% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.67% | 0.68% | $339.5万 | 11.7万股 | $302.4万 | 12.0万股 | -3,244股-2.69% | 减仓 |
| IiShares安硕·COREIJR |
| 0.66% | 0.62% | $331.7万 | 2.2万股 | $278.0万 | 2.2万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VCRM |
| 0.63% | — | $319.5万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.61% | 0.68% | $309.8万 | 12.8万股 | $302.6万 | 12.5万股 | +3,659股+2.93% | 加仓 |
 AUTONATIONAN |
| 0.61% | 0.72% | $306.7万 | 1.7万股 | $322.3万 | 1.7万股 | +2股+0.01% | 加仓 |
| IiShares安硕IEMG |
| 0.59% | 0.63% | $299.3万 | 3.6万股 | $279.1万 | 4.0万股 | -3,887股-9.71% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.58% | 0.62% | $291.8万 | 2.8万股 | $276.7万 | 2.8万股 | -395股-1.39% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.55% | 0.66% | $278.2万 | 6.9万股 | $292.6万 | 7.4万股 | -4,856股-6.55% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.55% | 0.53% | $277.0万 | 2.9万股 | $234.9万 | 2.9万股 | -442股-1.52% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.53% | 0.53% | $268.7万 | 6.1万股 | $235.8万 | 6.1万股 | -119股-0.20% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.52% | 0.49% | $262.9万 | 2.2万股 | $216.3万 | 2.2万股 | +56股+0.26% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.51% | 0.36% | $260.1万 | 5.1万股 | $161.2万 | 3.2万股 | +1.9万股+59.17% | 加仓 |
| S嘉信·USSCHX |
| 0.51% | 0.52% | $255.9万 | 8.7万股 | $232.6万 | 9.1万股 | -3,749股-4.13% | 减仓 |
| IiShares安硕信托IBHH |
| 0.5% | 0.56% | $250.9万 | 10.7万股 | $251.0万 | 10.7万股 | -175股-0.16% | 减仓 |
| IiShares安硕·COREIJH |
| 0.49% | 0.49% | $247.5万 | 3.2万股 | $216.7万 | 3.2万股 | +1股+0.00% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.49% | 0.54% | $245.9万 | 2.6万股 | $242.0万 | 2.7万股 | -1,780股-6.52% | 减仓 |
| IiShares安硕信托IWV |
| 0.48% | 0.49% | $244.3万 | 5,729股 | $217.5万 | 5,867股 | -138股-2.35% | 减仓 |
