| G通用动力VTI |
| 31.29% | 30.44% | $18.74亿 | 506.3万股 | $16.04亿 | 499.9万股 | +6.4万股+1.29% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 10.7% | 10.77% | $6.40亿 | 764.8万股 | $5.67亿 | 755.2万股 | +9.5万股+1.26% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 3.75% | 3.51% | $2.25亿 | 332.7万股 | $1.85亿 | 289.4万股 | +43.3万股+14.95% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.03% | 3.01% | $1.81亿 | 234.6万股 | $1.59亿 | 205.1万股 | +29.4万股+14.35% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.97% | 2.97% | $1.78亿 | 614.9万股 | $1.56亿 | 623.0万股 | -8.1万股-1.30% | 减仓 |
| IiShares安硕信托AGG |
| 2.56% | 2.87% | $1.54亿 | 155.2万股 | $1.51亿 | 152.5万股 | +2.6万股+1.74% | 加仓 |
| V先锋领航指数基金VOO |
| 2.43% | 2.53% | $1.46亿 | 21.2万股 | $1.33亿 | 22.3万股 | -1.1万股-4.98% | 减仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 2.42% | 2.1% | $1.45亿 | 304.3万股 | $1.10亿 | 270.0万股 | +34.3万股+12.69% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.26% | 2.44% | $1.35亿 | 296.9万股 | $1.29亿 | 281.9万股 | +15.0万股+5.32% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.18% | 2.03% | $1.30亿 | 321.1万股 | $1.07亿 | 309.1万股 | +11.9万股+3.86% | 加仓 |
| IiShares安硕信托IVV |
| 2.07% | 2.12% | $1.24亿 | 16.5万股 | $1.12亿 | 17.1万股 | -6,012股-3.51% | 减仓 |
| IiShares安硕信托IXUS |
| 1.16% | 1.24% | $6,948.9万 | 72.8万股 | $6,522.9万 | 75.3万股 | -2.5万股-3.29% | 减仓 |
| IiShares安硕信托GVI |
| 1.13% | 1.28% | $6,788.0万 | 63.1万股 | $6,725.6万 | 63.4万股 | -2,857股-0.45% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.07% | 1.12% | $6,412.2万 | 144.5万股 | $5,909.7万 | 152.1万股 | -7.5万股-4.95% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.06% | 1.2% | $6,361.3万 | 125.6万股 | $6,341.9万 | 126.9万股 | -1.3万股-1.01% | 减仓 |
| IiShares安硕信托ITOT |
| 0.91% | 0.92% | $5,457.9万 | 33.2万股 | $4,822.0万 | 33.9万股 | -6,297股-1.86% | 减仓 |
 苹果AAPL |
| 0.9% | 0.95% | $5,380.5万 | 18.6万股 | $5,002.9万 | 19.7万股 | -1.1万股-5.67% | 减仓 |
 英伟达NVDA |
| 0.85% | 0.85% | $5,115.3万 | 25.6万股 | $4,484.1万 | 25.7万股 | -1,469股-0.57% | 减仓 |
 礼来LLY |
| 0.85% | 0.74% | $5,089.2万 | 4.2万股 | $3,905.5万 | 4.2万股 | -32股-0.08% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.79% | 0.79% | $4,742.3万 | 17.3万股 | $4,145.8万 | 17.5万股 | -2,102股-1.20% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.77% | 0.86% | $4,601.1万 | 55.9万股 | $4,516.6万 | 57.6万股 | -1.7万股-2.91% | 减仓 |
| S嘉信策略信托SCHF |
| 0.75% | 0.82% | $4,507.5万 | 162.7万股 | $4,298.2万 | 173.7万股 | -10.9万股-6.30% | 减仓 |
| GGQG US EQUITY ETFGQGU |
| 0.63% | 0.31% | $3,749.0万 | 147.6万股 | $1,658.0万 | 61.6万股 | +86.0万股+139.55% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.61% | 0.69% | $3,645.4万 | 67.5万股 | $3,611.3万 | 68.4万股 | -9,395股-1.37% | 减仓 |
| IiShares安硕·COREIJH |
| 0.6% | 0.61% | $3,587.7万 | 46.5万股 | $3,220.5万 | 47.7万股 | -1.2万股-2.44% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.59% | 0.68% | $3,560.1万 | 85.3万股 | $3,588.0万 | 97.6万股 | -12.3万股-12.59% | 减仓 |
| IiShares安硕信托IVW |
| 0.58% | 0.56% | $3,466.5万 | 25.2万股 | $2,963.5万 | 26.2万股 | -9,945股-3.80% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.51% | 0.57% | $3,049.2万 | 43.6万股 | $3,019.1万 | 48.3万股 | -4.7万股-9.77% | 减仓 |
 谷歌AGOOGL |
| 0.5% | 0.46% | $3,022.6万 | 8.5万股 | $2,449.4万 | 8.5万股 | -599股-0.70% | 减仓 |
 微软MSFT |
| 0.46% | 0.52% | $2,784.3万 | 7.5万股 | $2,720.2万 | 7.3万股 | +1,157股+1.57% | 加仓 |
| V先锋领航指数基金VUG |
| 0.44% | 0.43% | $2,623.4万 | 30.5万股 | $2,270.8万 | 5.2万股 | +25.3万股+485.80% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.43% | 0.46% | $2,562.4万 | 47.4万股 | $2,410.2万 | 50.7万股 | -3.3万股-6.47% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.43% | 0.44% | $2,554.0万 | 62.8万股 | $2,330.7万 | 63.7万股 | -8,976股-1.41% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.4% | 0.4% | $2,404.6万 | 3.2万股 | $2,109.2万 | 3.2万股 | -232股-0.72% | 减仓 |
| IiShares安硕信托IWV |
| 0.37% | 0.35% | $2,233.0万 | 5.2万股 | $1,842.0万 | 5.0万股 | +2,678股+5.39% | 加仓 |
 摩根大通JPM |
| 0.36% | 0.37% | $2,149.3万 | 6.6万股 | $1,930.8万 | 6.6万股 | +25股+0.04% | 加仓 |
| V先锋领航指数基金VB |
| 0.36% | 0.38% | $2,145.0万 | 7.1万股 | $1,999.4万 | 7.6万股 | -5,572股-7.30% | 减仓 |
 卡特彼勒CAT |
| 0.34% | 0.25% | $2,046.6万 | 1.9万股 | $1,329.8万 | 1.9万股 | +449股+2.39% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.34% | 0.35% | $2,010.9万 | 24.4万股 | $1,832.7万 | 25.8万股 | -1.3万股-5.21% | 减仓 |
 科磊KLAC |
| 0.34% | 0.2% | $2,009.3万 | 6.7万股 | $1,052.9万 | 7,151股 | +5.9万股+831.30% | 加仓 |
| IiShares安硕·COREIJR |
| 0.32% | 0.31% | $1,926.9万 | 13.0万股 | $1,644.0万 | 13.2万股 | -2,320股-1.75% | 减仓 |
| V先锋领航指数基金VTV |
| 0.3% | 0.33% | $1,784.9万 | 8.2万股 | $1,719.7万 | 8.8万股 | -5,744股-6.55% | 减仓 |
 QUANTA SVCSPWR |
| 0.3% | 0.27% | $1,779.5万 | 2.5万股 | $1,415.4万 | 2.6万股 | -1,067股-4.14% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.3% | 0.34% | $1,773.8万 | 19.3万股 | $1,780.9万 | 19.3万股 | -318股-0.16% | 减仓 |
 Jack Henry & Associates, IncJKHY |
| 0.29% | 0.38% | $1,740.7万 | 12.6万股 | $2,003.9万 | 12.7万股 | -419股-0.33% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.28% | 0.3% | $1,686.5万 | 7.9万股 | $1,569.6万 | 8.2万股 | -2,517股-3.08% | 减仓 |
 思科CSCO |
| 0.28% | 0.21% | $1,680.0万 | 14.3万股 | $1,123.5万 | 14.5万股 | -1,769股-1.22% | 减仓 |
 亚马逊AMZN |
| 0.27% | 0.27% | $1,633.8万 | 6.9万股 | $1,413.3万 | 6.8万股 | +689股+1.02% | 加仓 |
| IiShares安硕信托IEFA |
| 0.27% | 0.3% | $1,598.4万 | 16.5万股 | $1,577.3万 | 17.4万股 | -8,730股-5.01% | 减仓 |
 应用材料AMAT |
| 0.27% | 0.14% | $1,598.2万 | 2.2万股 | $762.5万 | 2.2万股 | -205股-0.92% | 减仓 |
