| G通用动力VTI |
| 46.36% | 47.23% | $5,078.3万 | 13.7万股 | $4,453.4万 | 13.9万股 | -1,579股-1.14% | 减仓 |
| V先锋领航STAR基金VXUS |
| 8.57% | 7.84% | $939.1万 | 11.0万股 | $738.8万 | 9.6万股 | +1.4万股+14.65% | 加仓 |
| V先锋领航·TOTALBND |
| 6.22% | 6.68% | $681.3万 | 9.3万股 | $629.4万 | 8.5万股 | +7,350股+8.60% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.82% | 3.93% | $418.2万 | 5,600股 | $370.8万 | 5,702股 | -102股-1.79% | 减仓 |
| V先锋领航指数基金VB |
| 3.71% | 3.63% | $406.5万 | 1.3万股 | $342.3万 | 1.3万股 | +342股+2.62% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 2.36% | 1.15% | $258.9万 | 5.1万股 | $108.9万 | 2.3万股 | +2.7万股+116.59% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.02% | 2.02% | $220.9万 | 7.1万股 | $190.9万 | 6.9万股 | +2,491股+3.63% | 加仓 |
| V先锋领航指数基金VXF |
| 2.01% | 1.96% | $219.9万 | 8,933股 | $184.7万 | 8,976股 | -43股-0.48% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.58% | 1.65% | $173.5万 | 2.1万股 | $155.5万 | 2.1万股 | +8股+0.04% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.3% | 1.42% | $142.0万 | 1.5万股 | $134.1万 | 1.5万股 | -389股-2.57% | 减仓 |
| IiShares安硕信托IBDT |
| 1.26% | 1.54% | $137.9万 | 5.5万股 | $145.0万 | 5.7万股 | -2,632股-4.60% | 减仓 |
 苹果AAPL |
| 1.18% | 1.2% | $128.7万 | 4,448股 | $112.9万 | 4,447股 | +1股+0.02% | 加仓 |
| V先锋领航指数基金VTV |
| 0.97% | 1.01% | $106.2万 | 4,874股 | $95.6万 | 4,874股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.91% | 0.96% | $99.9万 | 3,262股 | $90.3万 | 3,508股 | -246股-7.01% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.81% | 0.85% | $88.4万 | 4,154股 | $79.7万 | 4,154股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.73% | 0.95% | $80.5万 | 7,997股 | $89.3万 | 8,874股 | -877股-9.88% | 减仓 |
| V先锋领航·MIDVO |
| 0.71% | 0.73% | $77.5万 | 9,617股 | $69.1万 | 2,405股 | +7,212股+299.88% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 0.7% | 0.71% | $76.3万 | 1.2万股 | $67.0万 | 1.2万股 | +171股+1.39% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.69% | 0.55% | $75.2万 | 1.2万股 | $51.5万 | 1.1万股 | +289股+2.54% | 加仓 |
| IISHARES TRIBIF |
| 0.67% | 0.39% | $73.5万 | 2.8万股 | $37.1万 | 1.4万股 | +1.4万股+97.74% | 加仓 |
| V先锋领航指数基金VV |
| 0.66% | 0.66% | $71.9万 | 2,090股 | $62.5万 | 2,090股 | 00.00% | 持仓不变 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.64% | 0.68% | $70.2万 | 6,108股 | $63.7万 | 6,797股 | -689股-10.14% | 减仓 |
| IiShares安硕信托IVV |
| 0.58% | 0.59% | $63.9万 | 853股 | $55.8万 | 855股 | -2股-0.23% | 减仓 |
 微软MSFT |
| 0.58% | 0.65% | $63.2万 | 1,694股 | $60.9万 | 1,644股 | +50股+3.04% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.57% | 0.52% | $62.1万 | 1.8万股 | $49.4万 | 1.7万股 | +1,400股+8.26% | 加仓 |
| IiShares安硕信托IBIE |
| 0.55% | 0.49% | $60.5万 | 2.3万股 | $45.9万 | 1.7万股 | +5,523股+31.60% | 加仓 |
| RRBB FDTBIL |
| 0.55% | 0.69% | $60.3万 | 1.2万股 | $65.3万 | 1.3万股 | -1,000股-7.64% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.46% | — | $50.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕信托USMV |
| 0.45% | 0.5% | $49.3万 | 5,107股 | $47.4万 | 5,107股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.41% | 0.34% | $45.4万 | 3,797股 | $32.4万 | 464股 | +3,333股+718.32% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.36% | — | $39.0万 | 3,326股 | $0 | 0股 | +3,326股 | 新买入 |
 IDACORPIDA |
| 0.34% | 0.37% | $37.3万 | 2,467股 | $35.3万 | 2,467股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.33% | 0.33% | $36.6万 | 5,019股 | $31.4万 | 4,971股 | +48股+0.97% | 加仓 |
 谷歌AGOOGL |
| 0.33% | 0.31% | $36.1万 | 1,009股 | $29.0万 | 1,009股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.33% | 0.37% | $35.8万 | 1,410股 | $34.5万 | 1,410股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.33% | 0.33% | $35.7万 | 1.2万股 | $30.9万 | 1.2万股 | +10股+0.08% | 加仓 |
| V先锋领航指数基金VUG |
| 0.32% | — | $35.4万 | 4,109股 | $0 | 0股 | +4,109股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.3% | 0.3% | $33.2万 | 2,238股 | $27.8万 | 2,238股 | 00.00% | 持仓不变 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.3% | — | $32.5万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IiShares安硕信托IWV |
| 0.27% | 0.31% | $30.1万 | 706股 | $29.2万 | 788股 | -82股-10.41% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.27% | 0.28% | $29.3万 | 1,237股 | $26.6万 | 1,237股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.26% | 0.27% | $28.9万 | 456股 | $25.7万 | 456股 | 00.00% | 持仓不变 |
| F第一信托·USTCIBR |
| 0.26% | 0.26% | $28.7万 | 3,200股 | $24.3万 | 3,872股 | -672股-17.36% | 减仓 |
| IiShares安硕信托MTUM |
| 0.25% | — | $27.1万 | 791股 | $0 | 0股 | +791股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.25% | 0.25% | $27.0万 | 3,500股 | $23.6万 | 3,500股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.25% | 0.34% | $26.9万 | 6,354股 | $31.9万 | 6,354股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 0.24% | 0.25% | $26.6万 | 807股 | $23.5万 | 807股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.24% | — | $26.2万 | 246股 | $0 | 0股 | +246股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.23% | 0.24% | $25.2万 | 9,115股 | $22.6万 | 9,115股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.23% | 0.25% | $25.1万 | 2,140股 | $23.3万 | 2,140股 | 00.00% | 持仓不变 |
