| A美国世纪ETF信托AVUS |
| 10.62% | 10.28% | $1,619.4万 | 12.6万股 | $1,363.2万 | 12.3万股 | +3,820股+3.12% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 9.24% | 9.54% | $1,407.8万 | 27.8万股 | $1,264.5万 | 24.9万股 | +2.8万股+11.42% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 8.12% | 7.74% | $1,236.9万 | 16.0万股 | $1,025.7万 | 13.3万股 | +2.8万股+20.83% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.68% | 5.92% | $865.1万 | 12.1万股 | $785.1万 | 12.3万股 | -1,106股-0.90% | 减仓 |
 AVANTIS INTLNGG |
| 5.13% | 4.97% | $782.2万 | 8.8万股 | $658.5万 | 7.8万股 | +1.0万股+12.98% | 加仓 |
| A美国世纪ETF信托AVLV |
| 3.86% | 3.56% | $588.8万 | 6.5万股 | $471.7万 | 5.9万股 | +6,040股+10.32% | 加仓 |
| G通用动力VTI |
| 3.53% | 3.53% | $537.9万 | 1.5万股 | $468.3万 | 1.5万股 | -61股-0.42% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.31% | 3.11% | $504.7万 | 4.9万股 | $412.6万 | 5.2万股 | -3,125股-5.96% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 3.16% | 3.15% | $481.4万 | 6.7万股 | $417.0万 | 6.8万股 | -1,389股-2.04% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.78% | 2.72% | $423.1万 | 8.4万股 | $361.0万 | 7.1万股 | +1.2万股+17.29% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.47% | 2.47% | $376.6万 | 5,043股 | $327.7万 | 5,039股 | +4股+0.08% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.39% | 2.43% | $364.1万 | 9.4万股 | $322.0万 | 9.2万股 | +1,959股+2.13% | 加仓 |
| IiShares安硕信托IVW |
| 2.38% | 2.08% | $363.3万 | 2.6万股 | $275.2万 | 2.4万股 | +2,083股+8.56% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.2% | 2.28% | $335.4万 | 1.6万股 | $302.5万 | 1.6万股 | +5股+0.03% | 加仓 |
 苹果AAPL |
| 2.13% | 2.18% | $324.4万 | 1.1万股 | $289.2万 | 1.1万股 | -184股-1.61% | 减仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 2.04% | 1.96% | $311.4万 | 12.4万股 | $259.6万 | 10.5万股 | +1.9万股+18.15% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1.84% | 1.67% | $280.2万 | 6.1万股 | $221.4万 | 4.8万股 | +1.3万股+26.64% | 加仓 |
| A美国世纪ETF信托AVXC |
| 1.82% | 1.61% | $276.8万 | 3.2万股 | $212.8万 | 3.1万股 | +851股+2.70% | 加仓 |
| IiShares安硕信托ITOT |
| 1.66% | 1.64% | $253.8万 | 1.6万股 | $217.8万 | 1.5万股 | +104股+0.68% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.51% | 1.39% | $229.5万 | 5.7万股 | $183.6万 | 5.4万股 | +2,842股+5.24% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.28% | 1.57% | $194.5万 | 2.5万股 | $208.1万 | 2.7万股 | -1,576股-5.94% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.24% | 1.36% | $189.1万 | 1.8万股 | $180.5万 | 1.9万股 | -479股-2.54% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.23% | 1.29% | $187.1万 | 3.1万股 | $171.6万 | 3.2万股 | -404股-1.27% | 减仓 |
 微软MSFT |
| 0.93% | 1.17% | $141.9万 | 3,805股 | $155.2万 | 1.1万股 | -6,984股-64.73% | 减仓 |
| V先锋领航·MIDVO |
| 0.92% | 0.95% | $140.9万 | 1.7万股 | $126.0万 | 4,388股 | +1.3万股+298.63% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.88% | 0.93% | $134.6万 | 3.2万股 | $123.6万 | 3.4万股 | -1,385股-4.12% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.87% | 0.88% | $132.5万 | 8,382股 | $116.2万 | 7,847股 | +535股+6.82% | 加仓 |
| V先锋领航指数基金VUG |
| 0.85% | 0.82% | $128.9万 | 1.5万股 | $108.9万 | 2,494股 | +1.2万股+500.00% | 加仓 |
| V先锋领航指数基金VV |
| 0.84% | 0.84% | $127.8万 | 3,717股 | $111.1万 | 3,717股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.81% | 1.07% | $124.1万 | 1.7万股 | $142.4万 | 1.9万股 | -2,436股-12.59% | 减仓 |
| G高盛ETF信托GINC |
| 0.79% | 0.78% | $119.8万 | 2.2万股 | $102.8万 | 2.1万股 | +1,000股+4.87% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.71% | 0.72% | $108.1万 | 3.7万股 | $95.0万 | 3.8万股 | -515股-1.36% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.67% | 0.73% | $101.4万 | 6,663股 | $97.2万 | 6,663股 | 00.00% | 持仓不变 |
| IiShares安硕ESGE |
| 0.66% | 0.66% | $101.1万 | 1.8万股 | $87.9万 | 1.9万股 | -848股-4.39% | 减仓 |
 亚马逊AMZN |
| 0.64% | 0.65% | $96.8万 | 4,061股 | $85.6万 | 4,111股 | -50股-1.22% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.61% | 0.41% | $93.3万 | 2,367股 | $53.8万 | 1,715股 | +652股+38.02% | 加仓 |
| V先锋领航指数基金VOO |
| 0.56% | 0.58% | $85.2万 | 1,157股 | $76.5万 | 1,326股 | -169股-12.75% | 减仓 |
| A美国世纪ETF信托AVMC |
| 0.56% | 0.79% | $84.7万 | 1.1万股 | $104.4万 | 1.4万股 | -3,894股-26.94% | 减仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 0.54% | 0.5% | $82.3万 | 9,968股 | $66.6万 | 1.0万股 | -304股-2.96% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.51% | 0.56% | $77.7万 | 1.5万股 | $74.2万 | 1.5万股 | +700股+4.81% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.49% | 0.41% | $74.1万 | 1,156股 | $53.8万 | 1,636股 | -480股-29.34% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.47% | 0.39% | $72.0万 | 2,855股 | $52.0万 | 2,867股 | -12股-0.42% | 减仓 |
 英特尔INTC |
| 0.46% | 0.18% | $70.3万 | 5,032股 | $23.8万 | 5,389股 | -357股-6.62% | 减仓 |
| S嘉信策略信托SCHF |
| 0.4% | 0.41% | $61.2万 | 2.2万股 | $54.7万 | 2.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.37% | 0.43% | $55.8万 | 9,463股 | $56.4万 | 9,463股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.35% | 0.38% | $52.6万 | 1,545股 | $50.4万 | 1,545股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.35% | 0.48% | $52.6万 | 9,907股 | $63.7万 | 1.0万股 | -497股-4.78% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.38% | $52.1万 | 1,041股 | $49.9万 | 1,041股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.34% | 0.31% | $51.6万 | 1,381股 | $40.6万 | 1,431股 | -50股-3.49% | 减仓 |
| IiShares安硕信托IWV |
| 0.34% | 0.34% | $51.4万 | 1,205股 | $44.7万 | 1,205股 | 00.00% | 持仓不变 |
