| V先锋领航指数基金VOO |
| 23.34% | 23.13% | $9.66亿 | 140.7万股 | $8.33亿 | 139.5万股 | +1.2万股+0.87% | 加仓 |
| V先锋领航·MIDVO |
| 10.99% | 11.13% | $4.55亿 | 564.7万股 | $4.01亿 | 139.7万股 | +425.0万股+304.31% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.76% | 11.16% | $4.46亿 | 625.4万股 | $4.02亿 | 627.6万股 | -2.2万股-0.35% | 减仓 |
| S嘉信·USSCHX |
| 5.93% | 5.93% | $2.45亿 | 833.4万股 | $2.14亿 | 833.3万股 | +817股+0.01% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 5.91% | 6.02% | $2.45亿 | 631.1万股 | $2.17亿 | 619.1万股 | +12.0万股+1.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.75% | 4.76% | $1.97亿 | 26.3万股 | $1.71亿 | 26.4万股 | -224股-0.08% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 4.7% | 4.68% | $1.94亿 | 671.0万股 | $1.69亿 | 634.4万股 | +36.6万股+5.77% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.48% | 4.72% | $1.85亿 | 497.3万股 | $1.70亿 | 478.6万股 | +18.7万股+3.91% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.18% | 4.4% | $1.73亿 | 289.8万股 | $1.58亿 | 293.0万股 | -3.2万股-1.09% | 减仓 |
| S嘉信策略信托SCHM |
| 2.74% | 2.65% | $1.13亿 | 307.4万股 | $9,534.8万 | 308.0万股 | -5,275股-0.17% | 减仓 |
| S嘉信策略信托SCHF |
| 2.74% | 2.83% | $1.13亿 | 408.8万股 | $1.02亿 | 411.6万股 | -2.8万股-0.69% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.43% | 2.47% | $1.01亿 | 91.4万股 | $8,909.9万 | 91.6万股 | -2,742股-0.30% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.29% | 2.22% | $9,482.9万 | 233.3万股 | $7,988.5万 | 231.2万股 | +2.1万股+0.92% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.23% | 2.37% | $9,228.7万 | 38.0万股 | $8,520.8万 | 39.2万股 | -1.2万股-3.16% | 减仓 |
| G通用动力VTI |
| 1.3% | 1.34% | $5,387.7万 | 14.6万股 | $4,825.1万 | 15.0万股 | -4,806股-3.20% | 减仓 |
| V先锋领航指数基金VV |
| 1.21% | 1.22% | $5,006.1万 | 14.6万股 | $4,395.1万 | 14.7万股 | -1,501股-1.02% | 减仓 |
| S嘉信策略信托SCHE |
| 0.84% | 0.86% | $3,483.1万 | 96.1万股 | $3,106.6万 | 94.3万股 | +1.8万股+1.88% | 加仓 |
| IiShares安硕信托IVV |
| 0.72% | 0.73% | $2,987.5万 | 4.0万股 | $2,641.7万 | 4.0万股 | -549股-1.36% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.59% | 0.63% | $2,458.9万 | 25.5万股 | $2,262.5万 | 25.5万股 | -90股-0.04% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.43% | 0.45% | $1,776.7万 | 21.2万股 | $1,610.6万 | 21.4万股 | -2,315股-1.08% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.42% | 0.41% | $1,737.6万 | 14.0万股 | $1,489.0万 | 3.5万股 | +10.5万股+300.76% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.4% | 0.41% | $1,660.4万 | 11.3万股 | $1,468.5万 | 11.5万股 | -1,214股-1.06% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 0.37% | 0.11% | $1,548.4万 | 28.9万股 | $400.6万 | 7.6万股 | +21.3万股+278.30% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.35% | 0.37% | $1,460.1万 | 3.6万股 | $1,317.8万 | 3.7万股 | -1,302股-3.52% | 减仓 |
| V先锋领航指数基金VUG |
| 0.33% | 0.32% | $1,369.1万 | 15.9万股 | $1,164.7万 | 2.7万股 | +13.2万股+496.06% | 加仓 |
| IiShares安硕信托IWS |
| 0.29% | 0.3% | $1,214.7万 | 7.4万股 | $1,080.6万 | 7.4万股 | -352股-0.47% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.27% | 0.3% | $1,134.3万 | 5.7万股 | $1,086.5万 | 5.9万股 | -1,558股-2.64% | 减仓 |
| V先锋领航指数基金VTV |
| 0.26% | 0.27% | $1,058.8万 | 4.9万股 | $959.2万 | 4.9万股 | -305股-0.62% | 减仓 |
| I景顺QQQ信托VOO |
| 0.23% | — | $972.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| V先锋领航国际股票指数基金VNQI |
| 0.23% | 0.26% | $947.8万 | 21.1万股 | $929.0万 | 20.9万股 | +2,316股+1.11% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.21% | 0.21% | $887.3万 | 26.2万股 | $742.3万 | 25.5万股 | +7,386股+2.90% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.21% | 0.21% | $881.3万 | 2.9万股 | $739.8万 | 3.0万股 | -497股-1.67% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.2% | 0.21% | $847.9万 | 29.3万股 | $754.6万 | 30.1万股 | -7,874股-2.62% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.19% | 0.19% | $773.4万 | 9.4万股 | $668.4万 | 9.4万股 | -44股-0.05% | 减仓 |
| V先锋领航指数基金VOT |
| 0.18% | 0.19% | $753.3万 | 2.5万股 | $669.8万 | 2.6万股 | -1,435股-5.51% | 减仓 |
| V先锋领航指数基金VB |
| 0.15% | 0.15% | $626.7万 | 2.1万股 | $533.1万 | 2.0万股 | +321股+1.58% | 加仓 |
| IiShares安硕信托IWD |
| 0.14% | 0.14% | $580.3万 | 2.4万股 | $520.6万 | 2.4万股 | -429股-1.76% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.13% | 0.11% | $523.1万 | 2.8万股 | $408.0万 | 2.6万股 | +1,504股+5.72% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.12% | 0.1% | $498.3万 | 2.6万股 | $347.6万 | 2.6万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.12% | — | $477.3万 | 6,786股 | $0 | 0股 | +6,786股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.11% | 0.12% | $465.3万 | 2.0万股 | $422.5万 | 2.0万股 | +17股+0.09% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.11% | 0.12% | $448.3万 | 4.3万股 | $424.2万 | 4.4万股 | -517股-1.18% | 减仓 |
| IiShares安硕·COREIJR |
| 0.1% | 0.09% | $408.9万 | 2.8万股 | $339.3万 | 2.7万股 | +274股+1.00% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.08% | — | $345.8万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.07% | 0.07% | $297.0万 | 12.5万股 | $235.7万 | 11.0万股 | +1.6万股+14.35% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.07% | 0.08% | $288.5万 | 5.7万股 | $283.8万 | 5.7万股 | +608股+1.07% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.07% | — | $286.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| IiShares安硕信托IWV |
| 0.07% | 0.07% | $285.8万 | 6,702股 | $268.2万 | 7,234股 | -532股-7.35% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.07% | 0.07% | $274.7万 | 2.7万股 | $264.8万 | 2.8万股 | -970股-3.50% | 减仓 |
| S嘉信策略信托SCHD |
| 0.06% | 0.06% | $262.1万 | 8.3万股 | $233.7万 | 7.6万股 | +6,471股+8.50% | 加仓 |
