| IiShares安硕信托IVV |
| 13.78% | 13.47% | $4,493.0万 | 6.0万股 | $3,968.0万 | 6.1万股 | -750股-1.23% | 减仓 |
| S嘉信·USSCHX |
| 12.83% | 12.76% | $4,184.6万 | 142.2万股 | $3,757.4万 | 146.5万股 | -4.4万股-2.97% | 减仓 |
| IiShares安硕信托IEFA |
| 6.06% | 6.27% | $1,977.5万 | 20.5万股 | $1,846.7万 | 20.4万股 | +766股+0.38% | 加仓 |
| IiShares安硕·COREIJR |
| 5.59% | 5.27% | $1,823.0万 | 12.3万股 | $1,553.0万 | 12.5万股 | -2,018股-1.62% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.77% | 3.92% | $1,228.8万 | 15.8万股 | $1,156.0万 | 14.7万股 | +1.0万股+6.98% | 加仓 |
| S嘉信·USSCHA |
| 3.37% | 3.12% | $1,098.3万 | 30.4万股 | $917.8万 | 31.6万股 | -1.2万股-3.68% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.2% | 3.58% | $1,044.6万 | 12.7万股 | $1,053.2万 | 12.8万股 | -332股-0.26% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.75% | 3.11% | $896.9万 | 18.6万股 | $915.5万 | 18.9万股 | -3,044股-1.61% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.71% | 2.63% | $884.9万 | 19.9万股 | $775.2万 | 19.9万股 | -11股-0.01% | 减仓 |
| IiShares安硕信托SHV |
| 2.65% | 2.95% | $863.9万 | 7.8万股 | $868.5万 | 7.9万股 | -387股-0.49% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.14% | 2.04% | $697.6万 | 9,341股 | $602.4万 | 9,262股 | +79股+0.85% | 加仓 |
| IiShares安硕信托IVW |
| 1.74% | 1.58% | $566.6万 | 4.1万股 | $466.0万 | 4.1万股 | -6股-0.01% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.6% | 1.73% | $523.2万 | 14.9万股 | $508.4万 | 15.1万股 | -1,642股-1.09% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 1.5% | 1.45% | $490.3万 | 12.4万股 | $426.6万 | 11.9万股 | +4,543股+3.80% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.35% | 1.41% | $441.1万 | 1.9万股 | $415.8万 | 2.0万股 | -264股-1.34% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.23% | 1.22% | $400.2万 | 5.7万股 | $357.9万 | 5.7万股 | -63股-0.11% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.08% | 1.04% | $352.3万 | 4.3万股 | $305.0万 | 4.3万股 | -88股-0.21% | 减仓 |
 摩根大通JPM |
| 1.01% | 1.02% | $330.2万 | 1.0万股 | $299.8万 | 1.0万股 | -104股-1.02% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.99% | 1.12% | $322.7万 | 8.0万股 | $328.8万 | 8.3万股 | -2,943股-3.53% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.98% | 0.85% | $320.9万 | 8.0万股 | $249.1万 | 7.4万股 | +6,256股+8.50% | 加仓 |
 特斯拉TSLA |
| 0.98% | 0.96% | $319.2万 | 7,588股 | $282.1万 | 7,588股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.87% | 0.94% | $283.5万 | 2.7万股 | $276.9万 | 2.9万股 | -1,212股-4.25% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.83% | 0.86% | $271.8万 | 2.1万股 | $254.3万 | 2.3万股 | -1,652股-7.22% | 减仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.79% | $270.6万 | 3,940股 | $231.4万 | 3,873股 | +67股+1.73% | 加仓 |
 礼来LLY |
| 0.8% | 0.51% | $261.0万 | 2,176股 | $150.4万 | 1,635股 | +541股+33.09% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.78% | 0.78% | $255.7万 | 4.7万股 | $230.5万 | 4.4万股 | +3,663股+8.39% | 加仓 |
 苹果AAPL |
| 0.78% | 0.74% | $255.4万 | 8,827股 | $219.3万 | 8,641股 | +186股+2.15% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.73% | 0.73% | $238.5万 | 8.2万股 | $214.9万 | 8.1万股 | +1,505股+1.86% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.67% | 0.77% | $220.1万 | 2.7万股 | $226.3万 | 2.7万股 | -715股-2.61% | 减仓 |
| IiShares安硕IEMG |
| 0.62% | 0.59% | $202.6万 | 2.4万股 | $173.2万 | 2.5万股 | -373股-1.50% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.6% | 0.63% | $194.8万 | 4.6万股 | $187.0万 | 4.4万股 | +1,847股+4.17% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.56% | 0.52% | $184.1万 | 9,788股 | $153.7万 | 9,907股 | -119股-1.20% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.53% | 0.52% | $173.0万 | 4,224股 | $152.6万 | 4,281股 | -57股-1.33% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.53% | 0.49% | $173.0万 | 5,757股 | $143.8万 | 5,800股 | -43股-0.74% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.5% | 0.47% | $163.9万 | 3.5万股 | $137.7万 | 3.4万股 | +1,627股+4.85% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.49% | 0.47% | $161.2万 | 7,289股 | $138.4万 | 7,300股 | -11股-0.15% | 减仓 |
 AVANTIS INTLNGG |
| 0.49% | 0.55% | $158.8万 | 1.8万股 | $161.3万 | 1.9万股 | -1,204股-6.33% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.47% | 0.48% | $154.7万 | 4.2万股 | $141.3万 | 4.2万股 | +411股+0.99% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.47% | 0.52% | $154.6万 | 1.9万股 | $154.4万 | 2.0万股 | -907股-4.60% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.44% | 0.48% | $142.8万 | 3.0万股 | $142.6万 | 3.0万股 | +126股+0.42% | 加仓 |
| IiShares安硕信托REET |
| 0.43% | 0.44% | $139.1万 | 5.0万股 | $130.2万 | 5.2万股 | -1,411股-2.73% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.42% | 0.41% | $137.4万 | 2.7万股 | $120.7万 | 2.7万股 | -167股-0.62% | 减仓 |
| IiShares安硕信托EEM |
| 0.41% | 0.42% | $132.5万 | 1.9万股 | $123.0万 | 2.2万股 | -2,293股-10.58% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.39% | 0.39% | $127.1万 | 3.1万股 | $115.7万 | 3.3万股 | -2,193股-6.55% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.38% | 0.41% | $124.3万 | 1.3万股 | $120.8万 | 1.3万股 | -165股-1.29% | 减仓 |
 微软MSFT |
| 0.36% | 0.39% | $119.0万 | 3,190股 | $116.2万 | 3,139股 | +51股+1.62% | 加仓 |
| IiShares安硕信托IUSB |
| 0.34% | 0.36% | $110.1万 | 2.4万股 | $106.6万 | 2.3万股 | +784股+3.40% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.33% | 0.33% | $108.2万 | 7,916股 | $97.5万 | 8,233股 | -317股-3.85% | 减仓 |
| IiShares安硕信托EFG |
| 0.32% | 0.32% | $103.5万 | 8,317股 | $94.1万 | 8,447股 | -130股-1.54% | 减仓 |
 谷歌AGOOGL |
| 0.31% | 0.28% | $102.5万 | 2,869股 | $82.4万 | 2,864股 | +5股+0.17% | 加仓 |
