| S道富SPYV |
| 6.85% | 6.69% | $1,580.2万 | 27.9万股 | $1,564.7万 | 27.5万股 | +3,861股+1.40% | 加仓 |
| IiShares安硕信托AGG |
| 6.03% | 6.06% | $1,391.7万 | 14.0万股 | $1,418.2万 | 14.2万股 | -1,793股-1.26% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.91% | 5.93% | $1,363.9万 | 44.7万股 | $1,387.7万 | 46.9万股 | -2.1万股-4.58% | 减仓 |
| V先锋领航债券指数基金BIV |
| 5.16% | 4.79% | $1,189.9万 | 15.4万股 | $1,121.8万 | 14.4万股 | +1.0万股+7.04% | 加仓 |
| V先锋领航指数基金VUG |
| 4.54% | 5.1% | $1,047.0万 | 2.4万股 | $1,192.7万 | 2.4万股 | -476股-1.95% | 减仓 |
| C资本集团成长ETFCGGR |
| 4.23% | 4.52% | $975.1万 | 24.3万股 | $1,057.0万 | 23.8万股 | +4,916股+2.07% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.62% | 3.62% | $835.2万 | 17.4万股 | $846.3万 | 17.5万股 | -1,316股-0.75% | 减仓 |
| IiShares安硕信托IDEV |
| 3.58% | 3.52% | $825.1万 | 9.9万股 | $823.1万 | 10.0万股 | -1,055股-1.06% | 减仓 |
| SSPDR道富系列信托BWX |
| 2.8% | 2.69% | $645.7万 | 29.4万股 | $629.8万 | 28.0万股 | +1.5万股+5.24% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 2.69% | 2.64% | $620.3万 | 13.0万股 | $618.0万 | 12.9万股 | +1,297股+1.00% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.57% | 2.71% | $592.2万 | 7.3万股 | $634.7万 | 8.2万股 | -8,915股-10.82% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.55% | 2.62% | $589.1万 | 10.9万股 | $612.7万 | 11.4万股 | -4,974股-4.36% | 减仓 |
| VVanEck ETF信托EMLC |
| 2.52% | 2.42% | $581.9万 | 24.3万股 | $566.8万 | 23.3万股 | +9,950股+4.27% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.43% | 2.39% | $560.7万 | 4.4万股 | $559.1万 | 4.1万股 | +2,929股+7.17% | 加仓 |
| SSP FUNDS TRUSTSPWO |
| 2.13% | 2.04% | $490.4万 | 17.4万股 | $476.9万 | 17.5万股 | -778股-0.45% | 减仓 |
| SSPDR道富系列信托EBND |
| 2.11% | 2.17% | $486.4万 | 23.6万股 | $508.4万 | 23.8万股 | -2,226股-0.94% | 减仓 |
| VVANECK JPMEMLC |
| 2.07% | 2.03% | $477.5万 | 19.0万股 | $474.3万 | 18.4万股 | +6,494股+3.54% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.87% | 1.92% | $431.5万 | 9.5万股 | $449.4万 | 10.1万股 | -6,681股-6.60% | 减仓 |
 STAG INDUSTRIALSTAG |
| 1.84% | 1.86% | $423.6万 | 11.7万股 | $436.4万 | 11.8万股 | -1,354股-1.14% | 减仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 1.76% | 1.66% | $406.4万 | 8.9万股 | $388.5万 | 8.6万股 | +3,072股+3.56% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.75% | 1.73% | $404.0万 | 6.7万股 | $403.8万 | 7.1万股 | -3,311股-4.69% | 减仓 |
| SSPDR道富指数基金EWX |
| 1.73% | 1.67% | $398.1万 | 6.0万股 | $391.5万 | 6.0万股 | +575股+0.96% | 加仓 |
| TTidal·TRUST ISPSK |
| 1.7% | 1.7% | $393.2万 | 22.0万股 | $397.1万 | 21.8万股 | +2,133股+0.98% | 加仓 |
| AAvantis·U SAVUV |
| 1.66% | 1.49% | $382.2万 | 3.5万股 | $349.5万 | 3.4万股 | +326股+0.95% | 加仓 |
| F富兰克林邓普顿ETF信托FLHY |
| 1.63% | 1.53% | $377.0万 | 15.6万股 | $358.9万 | 14.7万股 | +9,205股+6.26% | 加仓 |
| LLISTED FDS TRHLAL |
| 1.54% | 1.59% | $354.9万 | 6.0万股 | $373.2万 | 6.0万股 | -334股-0.56% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.54% | 1.56% | $354.2万 | 4.5万股 | $365.0万 | 4.7万股 | -1,910股-4.06% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 1.5% | 1.43% | $346.1万 | 4.1万股 | $334.1万 | 3.6万股 | +4,949股+13.75% | 加仓 |
| V先锋领航指数基金VOT |
| 1.46% | 1.58% | $335.5万 | 1.3万股 | $370.1万 | 1.3万股 | -221股-1.67% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.45% | 1.44% | $335.4万 | 1.5万股 | $338.1万 | 1.6万股 | -523股-3.28% | 减仓 |
| TTidal·TRUST ISPUS |
| 1.4% | 1.46% | $323.9万 | 6.7万股 | $342.4万 | 6.7万股 | +206股+0.31% | 加仓 |
| IiShares安硕ESGE |
| 1.37% | 1.46% | $315.0万 | 6.9万股 | $341.8万 | 7.7万股 | -8,115股-10.49% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.28% | 1.26% | $295.3万 | 1.6万股 | $294.6万 | 1.7万股 | -584股-3.52% | 减仓 |
| V先锋领航指数基金VBK |
| 1.24% | 1.26% | $285.0万 | 9,431股 | $294.6万 | 9,752股 | -321股-3.29% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 1.13% | 1.09% | $260.9万 | 6.2万股 | $254.2万 | 6.0万股 | +2,076股+3.48% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.09% | 1.09% | $251.6万 | 5.4万股 | $255.0万 | 5.5万股 | -1,935股-3.49% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.04% | 1.07% | $239.8万 | 2.5万股 | $250.4万 | 2.6万股 | -1,251股-4.75% | 减仓 |
| NNUVEEN ESG HIGH YIELD CORPORATE BOND ETFNUHY |
| 0.98% | 0.91% | $225.9万 | 10.7万股 | $213.9万 | 9.9万股 | +7,608股+7.68% | 加仓 |
| V先锋领航指数基金VTV |
| 0.89% | 0.87% | $206.2万 | 1.1万股 | $204.5万 | 1.1万股 | -197股-1.84% | 减仓 |
| NNUSHARES ETF TRNUBD |
| 0.64% | 0.36% | $147.7万 | 6.6万股 | $84.5万 | 3.8万股 | +2.9万股+75.99% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.58% | 0.62% | $132.9万 | 1.4万股 | $146.1万 | 1.4万股 | -118股-0.86% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.51% | 0.53% | $118.8万 | 3.1万股 | $125.1万 | 3.2万股 | -1,034股-3.27% | 减仓 |
| NNUSHARES ETF TRNUMV |
| 0.5% | 0.47% | $115.4万 | 3.0万股 | $111.0万 | 2.8万股 | +1,368股+4.82% | 加仓 |
| NNUSHARES ETF TRNUMG |
| 0.46% | 0.44% | $106.9万 | 2.6万股 | $103.3万 | 2.2万股 | +4,386股+20.27% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.42% | 0.4% | $97.5万 | 1.6万股 | $93.8万 | 1.6万股 | -138股-0.88% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.35% | 0.36% | $81.4万 | 2.4万股 | $83.8万 | 2.6万股 | -1,671股-6.50% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.3% | 0.27% | $69.9万 | 8,450股 | $63.8万 | 7,612股 | +838股+11.01% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.3% | 0.27% | $69.8万 | 1.5万股 | $63.9万 | 1.4万股 | +1,283股+9.45% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.28% | 0.29% | $65.7万 | 1.8万股 | $66.8万 | 1.9万股 | -886股-4.57% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.22% | 0.24% | $50.6万 | 1.5万股 | $55.2万 | 1.7万股 | -1,747股-10.42% | 减仓 |
