 PRICE T ROWE COMTROW |
| 41.27% | 41.68% | $1.37亿 | 120.3万股 | $1.26亿 | 139.9万股 | -19.5万股-13.96% | 减仓 |
| V先锋领航STAR基金VXUS |
| 4.3% | 4.26% | $1,425.8万 | 16.7万股 | $1,287.5万 | 16.7万股 | -197股-0.12% | 减仓 |
| AALPHA ARCHITECT HIGH INFLATION & DEHIDE |
| 3.73% | 3.74% | $1,236.0万 | 51.7万股 | $1,131.5万 | 47.1万股 | +4.6万股+9.70% | 加仓 |
| G通用动力VTI |
| 3.3% | 3.09% | $1,093.7万 | 3.0万股 | $935.9万 | 2.9万股 | +385股+1.32% | 加仓 |
| V先锋领航·TOTALBND |
| 2.46% | 2.59% | $814.7万 | 11.1万股 | $784.3万 | 10.7万股 | +4,475股+4.20% | 加仓 |
| AALPHA ARCHITECT TAIL RISK ETFCAOS |
| 2.32% | 2.31% | $769.3万 | 8.5万股 | $699.0万 | 7.7万股 | +8,126股+10.55% | 加仓 |
| S嘉信策略信托SCHF |
| 2.19% | 2.22% | $726.5万 | 26.2万股 | $670.4万 | 27.1万股 | -8,591股-3.17% | 减仓 |
| S嘉信策略信托SCHR |
| 2.18% | 2.38% | $723.7万 | 29.3万股 | $719.7万 | 28.9万股 | +4,542股+1.57% | 加仓 |
| V先锋领航指数基金VOO |
| 1.62% | 1.54% | $536.5万 | 7,810股 | $464.5万 | 7,775股 | +35股+0.45% | 加仓 |
| V先锋领航指数基金VXF |
| 1.61% | 1.44% | $533.2万 | 2.2万股 | $435.7万 | 2.1万股 | +484股+2.29% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.35% | 1.28% | $449.2万 | 5.5万股 | $388.1万 | 5.5万股 | +79股+0.14% | 加仓 |
| IiShares安硕信托IVV |
| 1.34% | 1.31% | $445.3万 | 5,947股 | $397.1万 | 6,081股 | -134股-2.20% | 减仓 |
| V先锋领航指数基金VV |
| 1.31% | 1.16% | $433.3万 | 1.3万股 | $351.7万 | 1.2万股 | +829股+7.04% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.27% | 1.35% | $421.2万 | 7.8万股 | $407.0万 | 7.7万股 | +857股+1.11% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.24% | 1.25% | $409.9万 | 8.1万股 | $378.9万 | 7.6万股 | +5,092股+6.70% | 加仓 |
| AAvantis·U SAVUV |
| 1.13% | 1.1% | $373.4万 | 3.0万股 | $331.8万 | 3.0万股 | -113股-0.38% | 减仓 |
| V先锋领航指数基金VTV |
| 1.06% | 1.03% | $350.5万 | 1.6万股 | $312.6万 | 1.6万股 | +153股+0.96% | 加仓 |
| S嘉信·USSCHA |
| 0.97% | 0.85% | $321.0万 | 8.9万股 | $258.1万 | 8.9万股 | +101股+0.11% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.86% | 0.83% | $285.0万 | 4.0万股 | $252.6万 | 3.9万股 | +583股+1.48% | 加仓 |
 AVANTIS INTLNGG |
| 0.86% | 0.88% | $283.9万 | 3.2万股 | $265.5万 | 3.1万股 | +531股+1.70% | 加仓 |
| S嘉信·USSCHX |
| 0.76% | 0.72% | $250.8万 | 8.5万股 | $218.2万 | 8.5万股 | +115股+0.14% | 加仓 |
| S嘉信策略信托SCHC |
| 0.74% | 0.75% | $246.2万 | 4.7万股 | $228.1万 | 4.7万股 | +34股+0.07% | 加仓 |
| IiShares安硕信托AGG |
| 0.69% | 0.75% | $227.9万 | 2.3万股 | $226.9万 | 2.3万股 | +168股+0.74% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.65% | 0.6% | $214.0万 | 1.4万股 | $181.9万 | 1.3万股 | +486股+3.70% | 加仓 |
| AALPHA ARCHITECT US QUANTITATIVE VALQVAL |
| 0.61% | 0.65% | $203.1万 | 3.7万股 | $198.1万 | 3.8万股 | -1,373股-3.61% | 减仓 |
| AALPHA ARCHITECT U.S. QUANTITATIVE MQMOM |
| 0.6% | 0.61% | $198.4万 | 2.5万股 | $184.9万 | 2.7万股 | -1,875股-6.93% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.6% | 0.55% | $197.8万 | 2.1万股 | $166.6万 | 2.1万股 | -175股-0.85% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.58% | 0.57% | $190.9万 | 4.8万股 | $171.8万 | 4.8万股 | +172股+0.36% | 加仓 |
| IiShares安硕信托GVI |
| 0.51% | 0.56% | $169.1万 | 1.6万股 | $169.0万 | 1.6万股 | +15股+0.09% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.49% | 0.53% | $162.5万 | 3.9万股 | $160.9万 | 3.9万股 | +510股+1.32% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.48% | 0.51% | $158.4万 | 1.5万股 | $154.8万 | 1.6万股 | -134股-0.86% | 减仓 |
 沃尔玛WMT |
| 0.46% | 0.55% | $152.0万 | 1.3万股 | $166.8万 | 1.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.45% | 0.41% | $149.3万 | 5,161股 | $123.1万 | 4,852股 | +309股+6.37% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.43% | 0.42% | $141.8万 | 2.0万股 | $126.7万 | 2.0万股 | -9股-0.04% | 减仓 |
| EEA SERIES TRUSTAAUS |
| 0.42% | 0.41% | $140.0万 | 2.3万股 | $122.8万 | 2.3万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.4% | 0.38% | $131.2万 | 4.5万股 | $113.6万 | 4.5万股 | +34股+0.08% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.39% | 0.42% | $129.8万 | 1.7万股 | $128.4万 | 1.6万股 | +294股+1.80% | 加仓 |
| S嘉信策略信托SCHE |
| 0.38% | 0.38% | $127.1万 | 3.5万股 | $114.8万 | 3.5万股 | +210股+0.60% | 加仓 |
| V先锋领航指数基金VB |
| 0.38% | 0.36% | $126.2万 | 4,164股 | $109.0万 | 4,162股 | +2股+0.05% | 加仓 |
| IiShares安硕信托ITOT |
| 0.38% | 0.37% | $124.8万 | 7,599股 | $111.8万 | 7,846股 | -247股-3.15% | 减仓 |
 M&T银行MTB |
| 0.37% | 0.35% | $123.2万 | 5,177股 | $106.8万 | 5,165股 | +12股+0.23% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.37% | 0.33% | $122.7万 | 1.6万股 | $100.8万 | 1.3万股 | +2,655股+19.80% | 加仓 |
| S嘉信·USSCHP |
| 0.36% | 0.42% | $118.4万 | 4.5万股 | $126.8万 | 4.8万股 | -2,994股-6.28% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.35% | 0.36% | $116.7万 | 2.3万股 | $109.8万 | 2.2万股 | +1,252股+5.70% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.35% | 0.28% | $114.9万 | 1.4万股 | $85.2万 | 1.0万股 | +3,671股+35.56% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.33% | 0.34% | $109.4万 | 1.1万股 | $102.3万 | 1.2万股 | -187股-1.62% | 减仓 |
| A美国世纪ETF信托AVMU |
| 0.33% | 0.37% | $108.5万 | 2.3万股 | $112.8万 | 2.5万股 | -1,353股-5.49% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 0.32% | 0.31% | $106.4万 | 1.5万股 | $95.3万 | 1.7万股 | -2,846股-16.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.28% | $99.2万 | 1,329股 | $86.1万 | 1,324股 | +5股+0.38% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.3% | 0.28% | $98.7万 | 1.1万股 | $85.1万 | 1.1万股 | -373股-3.35% | 减仓 |
