| IiShares安硕信托IVV |
| 22.03% | 21.59% | $9.61亿 | 128.4万股 | $8.46亿 | 129.5万股 | -1.1万股-0.89% | 减仓 |
| IiShares安硕·COREIJH |
| 9.5% | 9.29% | $4.15亿 | 537.9万股 | $3.64亿 | 539.0万股 | -1.1万股-0.20% | 减仓 |
| IiShares安硕·COREIJR |
| 7.51% | 7.1% | $3.28亿 | 220.9万股 | $2.78亿 | 224.0万股 | -3.1万股-1.39% | 减仓 |
| IiShares安硕信托IDEV |
| 6.29% | 6.58% | $2.74亿 | 308.3万股 | $2.58亿 | 308.5万股 | -1,923股-0.06% | 减仓 |
| V先锋领航·TOTALBND |
| 5.26% | 5.16% | $2.30亿 | 312.6万股 | $2.02亿 | 274.8万股 | +37.8万股+13.75% | 加仓 |
| IiShares安硕IEMG |
| 4.35% | 4.12% | $1.90亿 | 229.4万股 | $1.61亿 | 231.4万股 | -2.1万股-0.89% | 减仓 |
| S嘉信·USSCHP |
| 3.93% | 4.16% | $1.71亿 | 646.9万股 | $1.63亿 | 612.1万股 | +34.7万股+5.68% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.61% | 3.53% | $1.57亿 | 21.1万股 | $1.38亿 | 21.3万股 | -1,852股-0.87% | 减仓 |
| IiShares安硕信托IEFA |
| 3.21% | 3.43% | $1.40亿 | 145.2万股 | $1.34亿 | 148.5万股 | -3.2万股-2.17% | 减仓 |
| AAvantis·U SAVUV |
| 2.92% | 2.96% | $1.27亿 | 102.2万股 | $1.16亿 | 105.2万股 | -3.0万股-2.83% | 减仓 |
| A美国世纪ETF信托AVLV |
| 2.6% | 2.66% | $1.13亿 | 124.2万股 | $1.04亿 | 129.2万股 | -4.9万股-3.82% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.55% | 2.47% | $1.11亿 | 266.9万股 | $9,670.3万 | 263.1万股 | +3.8万股+1.45% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.42% | 2.68% | $1.06亿 | 210.3万股 | $1.05亿 | 210.1万股 | +2,259股+0.11% | 加仓 |
| IiShares安硕信托EFV |
| 2.25% | 2.46% | $9,828.4万 | 128.4万股 | $9,646.7万 | 129.7万股 | -1.4万股-1.05% | 减仓 |
| IiShares安硕信托GJS |
| 2.04% | 2.16% | $8,910.4万 | 391.1万股 | $8,456.1万 | 369.1万股 | +22.0万股+5.97% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.83% | 1.91% | $7,971.8万 | 170.3万股 | $7,495.8万 | 159.7万股 | +10.6万股+6.67% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.32% | 1.34% | $5,759.8万 | 80.8万股 | $5,255.5万 | 82.0万股 | -1.2万股-1.43% | 减仓 |
| IiShares安硕信托ITOT |
| 0.9% | 0.87% | $3,947.2万 | 24.1万股 | $3,416.0万 | 24.2万股 | -387股-0.16% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.73% | 0.79% | $3,188.5万 | 67.3万股 | $3,097.5万 | 65.1万股 | +2.1万股+3.24% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.61% | 0.63% | $2,683.6万 | 45.0万股 | $2,461.0万 | 45.5万股 | -5,735股-1.26% | 减仓 |
| IiShares安硕信托NYF |
| 0.61% | 0.62% | $2,669.4万 | 49.5万股 | $2,449.0万 | 46.1万股 | +3.4万股+7.41% | 加仓 |
| G高盛ETF信托GBIL |
| 0.57% | 0.42% | $2,495.5万 | 24.9万股 | $1,629.9万 | 16.3万股 | +8.6万股+53.15% | 加仓 |
| IiShares安硕信托GVI |
| 0.56% | 0.58% | $2,452.2万 | 22.8万股 | $2,286.0万 | 21.5万股 | +1.3万股+5.81% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.56% | 0.46% | $2,439.1万 | 46.5万股 | $1,785.3万 | 34.0万股 | +12.6万股+37.01% | 加仓 |
| S道富SPYV |
| 0.52% | 0.55% | $2,248.5万 | 37.0万股 | $2,136.2万 | 37.8万股 | -7,689股-2.04% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.51% | 0.47% | $2,223.3万 | 92.1万股 | $1,825.7万 | 75.2万股 | +16.9万股+22.44% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.47% | 0.47% | $2,072.7万 | 59.2万股 | $1,835.9万 | 54.5万股 | +4.6万股+8.52% | 加仓 |
| IiShares安硕信托GVI |
| 0.46% | 0.47% | $2,018.2万 | 19.0万股 | $1,851.5万 | 17.4万股 | +1.6万股+9.03% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.46% | 0.41% | $1,993.2万 | 46.7万股 | $1,602.3万 | 44.8万股 | +1.9万股+4.32% | 加仓 |
| IiShares安硕信托STIP |
| 0.46% | 0.28% | $1,987.3万 | 19.5万股 | $1,092.5万 | 10.6万股 | +8.9万股+84.17% | 加仓 |
| V先锋领航指数基金VV |
| 0.38% | 0.37% | $1,638.1万 | 4.8万股 | $1,442.7万 | 4.8万股 | -645股-1.34% | 减仓 |
| IiShares安硕信托SHYG |
| 0.37% | 0.25% | $1,616.0万 | 38.1万股 | $964.5万 | 22.8万股 | +15.3万股+67.15% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.34% | 0.36% | $1,470.1万 | 6.5万股 | $1,395.3万 | 6.6万股 | -1,333股-2.02% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.31% | 0.18% | $1,351.2万 | 26.5万股 | $705.7万 | 13.9万股 | +12.6万股+91.10% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.29% | 0.3% | $1,266.6万 | 12.3万股 | $1,180.5万 | 12.3万股 | -261股-0.21% | 减仓 |
| S道富SPYM |
| 0.27% | 0.27% | $1,157.1万 | 13.2万股 | $1,052.3万 | 13.7万股 | -5,820股-4.23% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.26% | 0.29% | $1,152.0万 | 14.0万股 | $1,122.1万 | 14.3万股 | -3,080股-2.15% | 减仓 |
| S道富MDYV |
| 0.24% | 0.24% | $1,042.6万 | 11.0万股 | $939.7万 | 11.0万股 | -438股-0.40% | 减仓 |
 苹果AAPL |
| 0.24% | 0.23% | $1,041.7万 | 3.6万股 | $919.6万 | 3.6万股 | -232股-0.64% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.21% | 0.2% | $901.3万 | 7.3万股 | $785.8万 | 1.8万股 | +5.4万股+293.89% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.21% | 0.22% | $894.7万 | 4.5万股 | $866.9万 | 4.7万股 | -1,762股-3.75% | 减仓 |
| IiShares安硕信托IWC |
| 0.18% | 0.17% | $782.9万 | 3.9万股 | $667.5万 | 4.2万股 | -2,681股-6.41% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.17% | 0.17% | $749.2万 | 2.2万股 | $658.7万 | 2.2万股 | -201股-0.90% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.17% | 0.17% | $747.2万 | 13.4万股 | $669.1万 | 14.2万股 | -8,693股-6.11% | 减仓 |
 iShares安硕·MBSACGL |
| 0.17% | 0.18% | $736.9万 | 7.8万股 | $717.0万 | 7.6万股 | +2,455股+3.25% | 加仓 |
| IiShares安硕ESGE |
| 0.15% | 0.14% | $664.2万 | 12.1万股 | $551.9万 | 12.1万股 | +87股+0.07% | 加仓 |
 微软MSFT |
| 0.13% | 0.19% | $577.3万 | 1.5万股 | $749.9万 | 2.0万股 | -4,783股-23.61% | 减仓 |
| S道富SPSM |
| 0.13% | 0.12% | $550.7万 | 9.5万股 | $451.3万 | 9.3万股 | +2,075股+2.22% | 加仓 |
| S嘉信策略信托SCHC |
| 0.13% | 0.14% | $546.5万 | 10.4万股 | $538.6万 | 11.0万股 | -6,485股-5.89% | 减仓 |
| SSPDR道富系列信托TIPX |
| 0.12% | 0.15% | $539.3万 | 28.5万股 | $571.4万 | 29.8万股 | -1.3万股-4.33% | 减仓 |
