| IiShares安硕信托IVV |
| 11.09% | 10.53% | $1.51亿 | 20.2万股 | $1.45亿 | 22.2万股 | -2.0万股-9.15% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 8.04% | 7.74% | $1.10亿 | 259.9万股 | $1.07亿 | 252.6万股 | +7.3万股+2.88% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.73% | 6.73% | $9,184.2万 | 246.5万股 | $9,278.2万 | 261.1万股 | -14.6万股-5.61% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 6.15% | 5.95% | $8,389.0万 | 175.7万股 | $8,208.1万 | 171.4万股 | +4.3万股+2.48% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.95% | 3.66% | $5,392.9万 | 136.4万股 | $5,042.1万 | 141.2万股 | -4.8万股-3.40% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.65% | 3.43% | $4,981.5万 | 71.3万股 | $4,732.5万 | 75.8万股 | -4.5万股-5.96% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.57% | 3.33% | $4,867.6万 | 116.6万股 | $4,590.2万 | 124.9万股 | -8.2万股-6.59% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.07% | 2.78% | $4,188.5万 | 103.1万股 | $3,828.0万 | 110.8万股 | -7.7万股-6.98% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.63% | 2.72% | $3,584.5万 | 41.9万股 | $3,747.9万 | 48.6万股 | -6.7万股-13.74% | 减仓 |
| V先锋领航指数基金VOO |
| 2.61% | 2.65% | $3,562.6万 | 5.2万股 | $3,651.4万 | 6.1万股 | -9,236股-15.11% | 减仓 |
| IiShares安硕·COREIJH |
| 2.57% | 2.7% | $3,510.9万 | 45.5万股 | $3,726.5万 | 55.2万股 | -9.7万股-17.49% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.53% | 2.24% | $3,446.6万 | 41.9万股 | $3,088.6万 | 43.4万股 | -1.6万股-3.60% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.3% | 2.03% | $3,138.6万 | 70.8万股 | $2,801.0万 | 72.1万股 | -1.3万股-1.84% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.99% | 2.13% | $2,712.9万 | 11.9万股 | $2,933.8万 | 13.9万股 | -1.9万股-14.01% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.88% | 1.98% | $2,563.1万 | 52.9万股 | $2,731.8万 | 56.9万股 | -3.9万股-6.91% | 减仓 |
| V先锋领航·MIDVO |
| 1.81% | 1.86% | $2,469.7万 | 30.7万股 | $2,568.2万 | 8.9万股 | +21.7万股+242.77% | 加仓 |
| IiShares安硕信托IXUS |
| 1.66% | 2% | $2,265.8万 | 23.7万股 | $2,759.8万 | 31.9万股 | -8.1万股-25.47% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 1.35% | 1.89% | $1,836.5万 | 36.2万股 | $2,611.8万 | 51.5万股 | -15.3万股-29.78% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.26% | 1.19% | $1,718.8万 | 65.7万股 | $1,643.6万 | 69.5万股 | -3.8万股-5.45% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.23% | 1.32% | $1,680.6万 | 45.4万股 | $1,822.6万 | 49.5万股 | -4.1万股-8.24% | 减仓 |
| IiShares安硕信托LRGF |
| 1.22% | 1.37% | $1,665.1万 | 22.0万股 | $1,886.0万 | 28.6万股 | -6.6万股-22.95% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.15% | 1.24% | $1,571.3万 | 7.2万股 | $1,708.9万 | 8.4万股 | -1.2万股-14.52% | 减仓 |
| IiShares安硕信托AGG |
| 0.89% | 1.34% | $1,210.6万 | 12.2万股 | $1,841.1万 | 18.5万股 | -6.3万股-34.06% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.88% | 0.89% | $1,204.3万 | 5.0万股 | $1,229.5万 | 5.7万股 | -7,035股-12.43% | 减仓 |
| V先锋领航·TOTALBND |
| 0.78% | 0.88% | $1,064.7万 | 14.5万股 | $1,215.4万 | 16.5万股 | -2.0万股-12.12% | 减仓 |
| G通用动力VTI |
| 0.76% | 0.66% | $1,035.7万 | 2.8万股 | $913.5万 | 2.8万股 | -489股-1.72% | 减仓 |
 摩根大通JPM |
| 0.73% | 0.65% | $999.4万 | 3.1万股 | $892.5万 | 3.0万股 | +192股+0.63% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.73% | 0.71% | $992.7万 | 18.4万股 | $982.8万 | 18.6万股 | -2,443股-1.31% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.63% | $987.3万 | 1.3万股 | $874.2万 | 1.3万股 | -222股-1.65% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.65% | 0.72% | $880.5万 | 6.4万股 | $991.5万 | 8.4万股 | -1.9万股-23.04% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.61% | 0.61% | $833.9万 | 3.0万股 | $847.8万 | 3.6万股 | -5,395股-15.04% | 减仓 |
| V先锋领航指数基金VTV |
| 0.56% | 0.53% | $760.8万 | 3.5万股 | $736.6万 | 3.8万股 | -2,634股-7.02% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.55% | 0.54% | $756.8万 | 9.0万股 | $745.2万 | 9.9万股 | -8,870股-8.94% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.53% | 0.65% | $725.6万 | 8.8万股 | $894.8万 | 10.8万股 | -2.0万股-18.81% | 减仓 |
| S嘉信·USSCHX |
| 0.52% | 0.47% | $702.9万 | 23.9万股 | $642.3万 | 25.1万股 | -1.2万股-4.66% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.48% | 0.45% | $660.4万 | 17.0万股 | $617.2万 | 17.6万股 | -5,894股-3.35% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 0.48% | 0.57% | $656.5万 | 16.0万股 | $785.6万 | 20.2万股 | -4.1万股-20.51% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.47% | 0.44% | $648.0万 | 17.6万股 | $610.9万 | 18.0万股 | -3,935股-2.19% | 减仓 |
| IiShares安硕信托USRT |
| 0.46% | 0.52% | $628.0万 | 9.5万股 | $723.4万 | 12.2万股 | -2.8万股-22.67% | 减仓 |
 苹果AAPL |
| 0.44% | 0.4% | $603.7万 | 2.1万股 | $545.4万 | 2.1万股 | -625股-2.91% | 减仓 |
| V先锋领航全球基金MGV |
| 0.43% | 0.46% | $582.1万 | 3.6万股 | $630.3万 | 4.3万股 | -7,870股-18.10% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.42% | 0.53% | $575.3万 | 6.0万股 | $723.9万 | 8.2万股 | -2.2万股-26.90% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.42% | 0.59% | $574.3万 | 11.3万股 | $811.0万 | 16.2万股 | -4.9万股-29.97% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.37% | 0.49% | $506.5万 | 6.6万股 | $681.1万 | 8.8万股 | -2.2万股-25.17% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.36% | 0.29% | $485.2万 | 3.5万股 | $405.1万 | 3.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.34% | 0.3% | $467.9万 | 2.3万股 | $410.2万 | 2.4万股 | -134股-0.57% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.34% | 0.44% | $466.9万 | 6.0万股 | $613.4万 | 7.8万股 | -1.8万股-23.41% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.33% | 0.45% | $446.6万 | 9.3万股 | $613.8万 | 12.7万股 | -3.4万股-26.92% | 减仓 |
| V先锋领航指数基金VV |
| 0.32% | 0.28% | $434.4万 | 1.3万股 | $380.0万 | 1.3万股 | -82股-0.64% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.31% | 0.38% | $423.9万 | 4.1万股 | $519.9万 | 5.4万股 | -1.3万股-23.78% | 减仓 |
