| V先锋领航斯科茨代尔基金VCIT |
| 16.77% | 16.54% | $1,959.2万 | 23.7万股 | $1,808.3万 | 21.9万股 | +1.9万股+8.48% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 12.42% | 11.99% | $1,450.8万 | 18.4万股 | $1,311.3万 | 16.5万股 | +1.8万股+10.98% | 加仓 |
| DDimensional维度ETF信托DISV |
| 10.33% | 11.1% | $1,206.4万 | 30.1万股 | $1,214.1万 | 30.8万股 | -7,199股-2.34% | 减仓 |
| V先锋领航·FTSEVEA |
| 10.3% | 10.14% | $1,202.9万 | 16.9万股 | $1,108.8万 | 17.3万股 | -4,205股-2.43% | 减仓 |
| IiShares安硕·COREIJR |
| 9.45% | 8.7% | $1,103.4万 | 7.4万股 | $951.7万 | 7.7万股 | -2,157股-2.82% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 8.32% | 8.3% | $971.6万 | 13.9万股 | $907.7万 | 14.5万股 | -6,349股-4.37% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 4.56% | 4.38% | $532.2万 | 12.0万股 | $478.8万 | 12.3万股 | -3,252股-2.64% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 4.2% | 4.08% | $491.0万 | 9.5万股 | $446.5万 | 9.9万股 | -3,957股-4.00% | 减仓 |
| IiShares安硕信托IBDT |
| 4.07% | 4.44% | $475.4万 | 18.8万股 | $485.3万 | 19.2万股 | -3,305股-1.73% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.86% | 2.74% | $333.8万 | 4.1万股 | $299.9万 | 4.2万股 | -1,562股-3.69% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.52% | 2.69% | $294.8万 | 12.7万股 | $294.6万 | 12.7万股 | +574股+0.45% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 2.36% | 2.5% | $275.4万 | 12.6万股 | $273.7万 | 12.5万股 | +1,296股+1.04% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.32% | 1.94% | $270.9万 | 7.0万股 | $212.0万 | 6.1万股 | +9,322股+15.41% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.98% | 1.9% | $231.5万 | 6.7万股 | $207.6万 | 6.8万股 | -1,555股-2.28% | 减仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 1.88% | 1.85% | $219.5万 | 2.8万股 | $202.2万 | 2.9万股 | -1,065股-3.66% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.52% | 1.09% | $177.9万 | 2.3万股 | $119.7万 | 1.5万股 | +7,554股+48.82% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.35% | 1.31% | $157.5万 | 4.7万股 | $143.5万 | 4.9万股 | -2,724股-5.53% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.87% | 0.77% | $101.7万 | 1,362股 | $84.0万 | 1,292股 | +70股+5.42% | 加仓 |
 3M COMMMM |
| 0.71% | 0.65% | $83.0万 | 5,128股 | $71.1万 | 4,893股 | +235股+4.80% | 加仓 |
| S嘉信策略信托SCHF |
| 0.44% | 0.42% | $51.9万 | 1.9万股 | $46.0万 | 1.9万股 | +149股+0.80% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.42% | 0.45% | $49.4万 | 2.4万股 | $49.1万 | 2.3万股 | +282股+1.20% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.35% | 0.35% | $41.1万 | 1.0万股 | $38.4万 | 1.1万股 | -340股-3.17% | 减仓 |
