| DDimensional维度ETF信托DFAU |
| 14.92% | 15.79% | $6,074.2万 | 117.5万股 | $5,733.0万 | 127.1万股 | -9.5万股-7.52% | 减仓 |
| V先锋领航·TOTALBND |
| 11.84% | 13.95% | $4,819.1万 | 65.6万股 | $5,064.4万 | 68.8万股 | -3.1万股-4.55% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 7.95% | 9.03% | $3,236.5万 | 78.5万股 | $3,279.6万 | 84.2万股 | -5.7万股-6.79% | 减仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 7.91% | 8.56% | $3,220.6万 | 47.0万股 | $3,107.6万 | 45.5万股 | +1.5万股+3.36% | 加仓 |
| G通用动力VTI |
| 7.69% | 7.63% | $3,129.8万 | 8.5万股 | $2,771.4万 | 8.6万股 | -1,827股-2.11% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 3.91% | 1.3% | $1,591.4万 | 19.4万股 | $471.3万 | 6.5万股 | +12.9万股+196.91% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 3.29% | 3.73% | $1,338.4万 | 57.9万股 | $1,355.8万 | 58.4万股 | -5,291股-0.91% | 减仓 |
| S嘉信·USSCHA |
| 3.01% | 2.89% | $1,225.6万 | 33.9万股 | $1,047.6万 | 36.0万股 | -2.1万股-5.84% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.9% | 2.98% | $1,178.7万 | 23.4万股 | $1,082.2万 | 23.7万股 | -3,158股-1.33% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.6% | 2.4% | $1,056.4万 | 26.3万股 | $872.5万 | 25.8万股 | +5,028股+1.95% | 加仓 |
| S嘉信·USSCHP |
| 2.24% | 2.57% | $913.6万 | 34.5万股 | $934.6万 | 35.1万股 | -6,465股-1.84% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 2.14% | 2.42% | $870.5万 | 23.5万股 | $879.8万 | 23.9万股 | -3,685股-1.54% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 2.13% | 1.03% | $865.6万 | 23.2万股 | $374.4万 | 10.5万股 | +12.7万股+120.42% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.02% | 2.1% | $823.7万 | 34.8万股 | $761.3万 | 35.4万股 | -6,414股-1.81% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.84% | 1.92% | $747.6万 | 7.8万股 | $696.6万 | 7.9万股 | -1,015股-1.29% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.31% | 1.17% | $533.9万 | 12.0万股 | $423.9万 | 10.9万股 | +1.1万股+10.34% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.2% | 1.36% | $488.2万 | 10.9万股 | $492.0万 | 11.1万股 | -1,831股-1.65% | 减仓 |
| V先锋领航指数基金VTV |
| 1.14% | 1.22% | $464.7万 | 2.1万股 | $444.0万 | 2.3万股 | -1,307股-5.78% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.12% | 1.2% | $455.8万 | 15.7万股 | $435.6万 | 17.4万股 | -1.6万股-9.32% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.07% | 0.33% | $435.1万 | 8.6万股 | $119.3万 | 2.4万股 | +6.2万股+259.71% | 加仓 |
| EEAGLEROCK LD LLC CL A SHS REP LTDEROK |
| 0.99% | — | $402.3万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
| DDimensional维度ETF信托DFGR |
| 0.86% | 0.4% | $349.5万 | 12.1万股 | $145.2万 | 5.5万股 | +6.6万股+120.82% | 加仓 |
| S道富SPSM |
| 0.83% | 0.8% | $338.6万 | 5.9万股 | $290.6万 | 6.0万股 | -1,422股-2.36% | 减仓 |
| IiShares安硕信托PFF |
| 0.81% | 0.88% | $330.3万 | 10.8万股 | $318.6万 | 10.5万股 | +3,261股+3.10% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 0.78% | 0.64% | $318.3万 | 7.7万股 | $233.0万 | 5.6万股 | +2.1万股+38.17% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.69% | 0.71% | $281.0万 | 4.7万股 | $257.9万 | 4.8万股 | -649股-1.36% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.68% | 0.71% | $277.9万 | 8.0万股 | $259.0万 | 8.5万股 | -5,101股-6.01% | 减仓 |
| V先锋领航指数基金VOO |
| 0.61% | 0.6% | $246.8万 | 3,594股 | $216.8万 | 3,628股 | -34股-0.94% | 减仓 |
| S嘉信策略信托SCHF |
| 0.6% | 0.64% | $244.4万 | 8.8万股 | $231.3万 | 9.3万股 | -5,214股-5.58% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.58% | 0.65% | $234.0万 | 4.9万股 | $235.2万 | 5.0万股 | -1,684股-3.35% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.56% | 0.59% | $228.6万 | 1.4万股 | $215.7万 | 1.5万股 | -99股-0.68% | 减仓 |
| IiShares安硕信托IVV |
| 0.55% | 0.49% | $223.6万 | 2,985股 | $176.1万 | 2,696股 | +289股+10.72% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.53% | 0.6% | $216.2万 | 2.8万股 | $217.3万 | 2.8万股 | +31股+0.11% | 加仓 |
| S嘉信策略信托SCHM |
| 0.52% | 0.51% | $212.4万 | 5.8万股 | $184.2万 | 5.9万股 | -1,888股-3.17% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.5% | 0.55% | $203.3万 | 4.0万股 | $198.4万 | 4.0万股 | +743股+1.87% | 加仓 |
| S道富SPHY |
| 0.39% | 0.25% | $157.9万 | 6.7万股 | $91.1万 | 3.9万股 | +2.8万股+72.35% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.34% | 0.38% | $139.0万 | 2.8万股 | $139.0万 | 2.8万股 | +6股+0.02% | 加仓 |
| S嘉信·USSCHX |
| 0.34% | 0.33% | $138.3万 | 4.7万股 | $120.3万 | 4.7万股 | +62股+0.13% | 加仓 |
 雪佛龙CVX |
| 0.29% | 0.41% | $119.3万 | 7,198股 | $148.9万 | 7,198股 | 00.00% | 持仓不变 |
| NNORTHERN LIGHTS FD TRSFLR |
| 0.28% | — | $113.8万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| V先锋领航债券指数基金BSV |
| 0.26% | 0.27% | $103.9万 | 1.3万股 | $97.6万 | 1.2万股 | +884股+7.10% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.23% | 0.24% | $94.1万 | 1.1万股 | $86.0万 | 1.1万股 | -190股-1.70% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.23% | 0.18% | $92.7万 | 3,674股 | $66.7万 | 3,674股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.2% | 0.23% | $82.2万 | 9,949股 | $82.3万 | 9,946股 | +3股+0.03% | 加仓 |
| V先锋领航指数基金VUG |
| 0.2% | 0.19% | $82.0万 | 9,524股 | $69.3万 | 1,587股 | +7,937股+500.13% | 加仓 |
| V先锋领航指数基金VV |
| 0.2% | 0.2% | $81.3万 | 2,364股 | $74.0万 | 2,476股 | -112股-4.52% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.19% | $79.9万 | 1,069股 | $68.7万 | 1,056股 | +13股+1.23% | 加仓 |
| I景顺交易所交易基金IIPGX |
| 0.19% | 0.21% | $79.2万 | 7.3万股 | $75.9万 | 7.0万股 | +3,260股+4.67% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.19% | 0.19% | $76.8万 | 8,461股 | $69.7万 | 8,811股 | -350股-3.97% | 减仓 |
| IiShares安硕信托USRT |
| 0.18% | 0.19% | $74.5万 | 1.1万股 | $68.3万 | 1.2万股 | -325股-2.82% | 减仓 |
