| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 9.46% | 9.64% | $2,962.2万 | 128.1万股 | $2,782.7万 | 119.8万股 | +8.2万股+6.86% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 7.73% | 7.82% | $2,419.2万 | 67.1万股 | $2,258.5万 | 72.1万股 | -5.0万股-6.93% | 减仓 |
| V先锋领航指数基金VTV |
| 5.76% | 5.76% | $1,803.3万 | 8.3万股 | $1,664.4万 | 8.5万股 | -2,089股-2.46% | 减仓 |
| V先锋领航指数基金VB |
| 5.57% | 5.41% | $1,743.1万 | 5.8万股 | $1,563.3万 | 6.0万股 | -2,179股-3.65% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 4.56% | 4.28% | $1,427.4万 | 38.3万股 | $1,236.0万 | 34.8万股 | +3.5万股+10.13% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.51% | 3.01% | $1,100.7万 | 10.8万股 | $868.9万 | 11.0万股 | -2,870股-2.60% | 减仓 |
| WWORLD GOLD TRGLD |
| 3.5% | — | $1,096.7万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 3.28% | 3.29% | $1,026.1万 | 1.4万股 | $949.0万 | 1.5万股 | -852股-5.84% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.19% | 3.06% | $997.8万 | 14.0万股 | $882.9万 | 13.8万股 | +2,259股+1.64% | 加仓 |
| IiShares安硕信托ICSH |
| 2.98% | 2.69% | $932.4万 | 18.4万股 | $775.5万 | 15.3万股 | +3.1万股+20.32% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.73% | 2.88% | $853.9万 | 3.5万股 | $831.6万 | 3.8万股 | -3,135股-8.19% | 减仓 |
| AAvantis·U SAVUV |
| 2.63% | 2.44% | $824.9万 | 6.6万股 | $704.9万 | 6.4万股 | +2,312股+3.62% | 加仓 |
| IiShares黄金信托IAU |
| 2.56% | 3.31% | $801.2万 | 10.6万股 | $954.6万 | 10.8万股 | -2,178股-2.01% | 减仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 2.49% | 2.57% | $779.1万 | 10.5万股 | $741.3万 | 10.0万股 | +5,019股+5.02% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.46% | 2.46% | $770.8万 | 15.3万股 | $710.5万 | 14.2万股 | +1.1万股+7.89% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.28% | 2.46% | $714.0万 | 14.7万股 | $710.1万 | 14.8万股 | -355股-0.24% | 减仓 |
| S嘉信策略信托SCHE |
| 1.72% | 1.7% | $538.5万 | 14.9万股 | $489.5万 | 14.9万股 | -47股-0.03% | 减仓 |
| S嘉信策略信托SCHF |
| 1.38% | 1.37% | $432.6万 | 15.6万股 | $394.4万 | 15.9万股 | -3,199股-2.01% | 减仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 1.36% | 1.22% | $426.8万 | 8.5万股 | $352.6万 | 7.7万股 | +7,886股+10.18% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.34% | 1.31% | $418.3万 | 7.5万股 | $378.0万 | 8.0万股 | -5,603股-6.97% | 减仓 |
| IiShares安硕信托IVV |
| 1.31% | 1.45% | $410.4万 | 5,480股 | $419.9万 | 6,429股 | -949股-14.76% | 减仓 |
 AVANTIS INTLNGG |
| 1.21% | 1.27% | $378.2万 | 4.2万股 | $367.1万 | 4.3万股 | -871股-2.01% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.19% | 0.95% | $372.8万 | 4.1万股 | $274.3万 | 3.4万股 | +6,842股+20.11% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1% | 1% | $312.9万 | 6.6万股 | $290.1万 | 6.1万股 | +4,987股+8.17% | 加仓 |
| IiShares安硕信托GVI |
| 0.95% | 1% | $298.1万 | 2.8万股 | $289.8万 | 2.7万股 | +399股+1.46% | 加仓 |
| TTCW ETF TRUSTVOTE |
| 0.95% | 0.9% | $296.6万 | 3.4万股 | $260.6万 | 3.4万股 | -520股-1.52% | 减仓 |
| G通用动力VTI |
| 0.91% | 0.84% | $285.4万 | 7,714股 | $243.9万 | 7,604股 | +110股+1.45% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.8% | 0.83% | $249.7万 | 2.6万股 | $238.7万 | 3.0万股 | -3,741股-12.63% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.79% | 0.93% | $247.5万 | 6,043股 | $269.0万 | 7,544股 | -1,501股-19.90% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 0.73% | 0.77% | $228.1万 | 4.6万股 | $221.7万 | 4.5万股 | +1,298股+2.91% | 加仓 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.72% | 0.77% | $225.2万 | 4.7万股 | $222.8万 | 4.7万股 | +499股+1.06% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.72% | 0.76% | $224.9万 | 4.4万股 | $219.3万 | 4.4万股 | +514股+1.17% | 加仓 |
| GGlobal X基金CLIP |
| 0.7% | 0.78% | $220.4万 | 2.2万股 | $224.3万 | 2.2万股 | -388股-1.74% | 减仓 |
 苹果AAPL |
| 0.69% | 0.64% | $217.4万 | 7,513股 | $185.4万 | 7,304股 | +209股+2.86% | 加仓 |
| V先锋领航·TOTALBND |
| 0.64% | 0.74% | $200.2万 | 2.7万股 | $213.7万 | 2.9万股 | -1,745股-6.01% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.61% | 0.78% | $191.7万 | 2.4万股 | $226.0万 | 2.9万股 | -4,255股-14.92% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.59% | 0.57% | $186.0万 | 1.7万股 | $164.0万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.59% | 0.6% | $185.9万 | 8,187股 | $172.9万 | 8,187股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 0.59% | 0.63% | $184.6万 | 7.4万股 | $181.8万 | 7.3万股 | +1,341股+1.85% | 加仓 |
 谷歌AGOOGL |
| 0.52% | 0.45% | $162.2万 | 4,538股 | $130.5万 | 4,538股 | 00.00% | 持仓不变 |
 MONGODB CL AMDB |
| 0.49% | 0.39% | $153.1万 | 4,557股 | $111.5万 | 4,557股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.48% | 0.57% | $151.8万 | 5,052股 | $164.3万 | 6,626股 | -1,574股-23.75% | 减仓 |
 礼来LLY |
| 0.47% | 0.39% | $146.1万 | 1,218股 | $112.0万 | 1,218股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.45% | 0.4% | $139.5万 | 4,606股 | $115.7万 | 4,871股 | -265股-5.44% | 减仓 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 0.44% | 0.4% | $139.1万 | 1.6万股 | $114.2万 | 1.6万股 | +653股+4.16% | 加仓 |
| IiShares安硕信托EMXF |
| 0.44% | 0.39% | $139.1万 | 2.4万股 | $112.0万 | 2.3万股 | +592股+2.53% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.42% | 0.47% | $132.8万 | 1.7万股 | $136.2万 | 1.8万股 | -339股-1.92% | 减仓 |
| V先锋领航指数基金VV |
| 0.39% | 0.36% | $120.7万 | 3,510股 | $104.9万 | 3,510股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.37% | 0.4% | $115.4万 | 3,094股 | $114.1万 | 3,083股 | +11股+0.36% | 加仓 |
 UBIQUITIUI |
| 0.32% | 0.51% | $100.4万 | 1,880股 | $148.6万 | 1,880股 | 00.00% | 持仓不变 |
