| V先锋领航·MALVERN FDSVTIP |
| 20.55% | 20.4% | $3,432.1万 | 68.3万股 | $3,140.9万 | 62.9万股 | +5.4万股+8.66% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 19.3% | 19.98% | $3,224.0万 | 70.5万股 | $3,075.7万 | 71.3万股 | -7,656股-1.07% | 减仓 |
| V先锋领航全球基金ESGV |
| 11.49% | 10.8% | $1,919.2万 | 14.5万股 | $1,662.7万 | 14.8万股 | -2,968股-2.00% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 7.3% | 6.84% | $1,220.1万 | 29.2万股 | $1,052.6万 | 28.6万股 | +6,035股+2.11% | 加仓 |
| A美国世纪ETF信托AVLV |
| 5.47% | 5.71% | $914.4万 | 10.0万股 | $878.5万 | 10.9万股 | -8,739股-8.02% | 减仓 |
| A美国世纪ETF信托AVEM |
| 5.26% | 5.18% | $879.1万 | 9.1万股 | $797.7万 | 9.9万股 | -7,895股-7.97% | 减仓 |
| IiShares安硕信托IMCG |
| 4.97% | 4.52% | $830.3万 | 8.4万股 | $696.6万 | 8.8万股 | -3,969股-4.49% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 2.94% | 3.12% | $490.8万 | 9.2万股 | $480.7万 | 9.2万股 | -77股-0.08% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.56% | 2.16% | $427.5万 | 5.4万股 | $331.8万 | 4.2万股 | +1.2万股+29.24% | 加仓 |
| AAvantis·U SAVUV |
| 2.42% | 2.5% | $404.9万 | 3.2万股 | $385.4万 | 3.5万股 | -2,437股-6.99% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.17% | 2.17% | $362.1万 | 3.5万股 | $334.1万 | 3.5万股 | +278股+0.80% | 加仓 |
| IiShares安硕信托CMF |
| 2.09% | 2.46% | $348.5万 | 6.0万股 | $378.3万 | 6.7万股 | -6,072股-9.13% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.91% | 2.06% | $319.0万 | 6.3万股 | $317.4万 | 6.3万股 | -512股-0.81% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.8% | 1.84% | $301.3万 | 3.6万股 | $283.2万 | 3.4万股 | +2,227股+6.51% | 加仓 |
 苹果AAPL |
| 1.11% | 1.09% | $185.8万 | 6,421股 | $168.0万 | 6,621股 | -200股-3.02% | 减仓 |
| IiShares安硕ESGE |
| 1.02% | 0.92% | $171.1万 | 3.1万股 | $141.7万 | 3.1万股 | +122股+0.39% | 加仓 |
| I景顺QQQ信托VOO |
| 0.85% | 0.72% | $142.1万 | 1,930股 | $111.4万 | 1,930股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.78% | 0.75% | $129.8万 | 3,509股 | $115.9万 | 3,613股 | -104股-2.88% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.74% | 0.74% | $123.5万 | 5,221股 | $113.2万 | 5,266股 | -45股-0.85% | 减仓 |
| IiShares安硕信托STIP |
| 0.73% | 1.46% | $122.2万 | 1.2万股 | $224.8万 | 2.2万股 | -9,773股-44.96% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.54% | 0.53% | $90.6万 | 1.3万股 | $81.7万 | 1.3万股 | -38股-0.30% | 减仓 |
 英伟达NVDA |
| 0.5% | 0.47% | $83.5万 | 4,173股 | $72.7万 | 4,170股 | +3股+0.07% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.4% | 0.37% | $66.6万 | 2.0万股 | $57.4万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.33% | 0.36% | $55.4万 | 5,205股 | $55.4万 | 5,205股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.29% | 0.31% | $48.9万 | 1,311股 | $48.5万 | 1,310股 | +1股+0.08% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.27% | 0.26% | $44.6万 | 2,094股 | $40.2万 | 2,094股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.22% | 0.21% | $37.5万 | 4,356股 | $31.7万 | 726股 | +3,630股+500.00% | 加仓 |
| V先锋领航指数基金VOO |
| 0.21% | 0.23% | $35.4万 | 515股 | $35.6万 | 595股 | -80股-13.45% | 减仓 |
| IiShares安硕信托IGM |
| 0.18% | 0.14% | $29.4万 | 1,800股 | $21.3万 | 1,800股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.17% | 0.17% | $28.3万 | 1,793股 | $26.6万 | 1,793股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFEM |
| 0.17% | 0.15% | $28.0万 | 6,900股 | $23.8万 | 6,900股 | 00.00% | 持仓不变 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 0.15% | 0.15% | $25.7万 | 2,255股 | $23.0万 | 2,255股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.15% | — | $25.6万 | 2,183股 | $0 | 0股 | +2,183股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.15% | 0.16% | $25.2万 | 7,937股 | $24.4万 | 7,937股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.14% | 0.15% | $22.6万 | 1,540股 | $22.9万 | 1,556股 | -16股-1.03% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.13% | 0.15% | $22.4万 | 3,806股 | $22.5万 | 3,773股 | +33股+0.87% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.13% | — | $22.0万 | 904股 | $0 | 0股 | +904股 | 新买入 |
| IiShares安硕信托AGG |
| 0.13% | — | $21.9万 | 2,212股 | $0 | 0股 | +2,212股 | 新买入 |
| V先锋领航全球基金VCEB |
| 0.13% | 0.14% | $21.5万 | 3,425股 | $21.5万 | 3,425股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHV |
| 0.12% | 0.14% | $20.2万 | 1,833股 | $21.6万 | 1,960股 | -127股-6.48% | 减仓 |
