| SSPDR道富系列信托SPYG |
| 22.97% | 22.94% | $6,146.1万 | 121.3万股 | $6,146.1万 | 121.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 9.4% | 9.38% | $2,514.7万 | 14.4万股 | $2,514.7万 | 14.4万股 | 00.00% | 持仓不变 |
| S道富SLYG |
| 8.35% | 8.34% | $2,235.1万 | 30.9万股 | $2,235.1万 | 30.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 7.81% | 7.8% | $2,090.7万 | 19.8万股 | $2,090.7万 | 19.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 7.73% | 7.72% | $2,069.5万 | 30.3万股 | $2,069.5万 | 30.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.41% | 5.4% | $1,448.2万 | 22.1万股 | $1,448.2万 | 22.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 5.37% | 5.36% | $1,437.2万 | 6.5万股 | $1,437.2万 | 6.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 4.33% | 4.33% | $1,159.6万 | 8.4万股 | $1,159.6万 | 8.4万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 2.76% | 2.76% | $738.7万 | 3.9万股 | $738.7万 | 3.9万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 2.36% | 2.36% | $631.6万 | 12.6万股 | $631.6万 | 12.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 2.16% | 2.16% | $578.2万 | 3.8万股 | $578.2万 | 3.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2.07% | 2.07% | $553.4万 | 9.8万股 | $553.4万 | 9.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 2.06% | 2.05% | $550.6万 | 2.6万股 | $550.6万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.71% | 1.71% | $457.7万 | 2.1万股 | $457.7万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 1.09% | 1.09% | $292.3万 | 6.3万股 | $292.3万 | 6.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.96% | 0.95% | $255.7万 | 6.7万股 | $255.7万 | 6.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.71% | 0.71% | $189.4万 | 4,931股 | $189.4万 | 4,931股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.7% | 0.7% | $187.7万 | 2.2万股 | $187.7万 | 2.2万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VNQI |
| 0.67% | 0.67% | $178.7万 | 4.3万股 | $178.7万 | 4.3万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.61% | $163.8万 | 4,283股 | $163.8万 | 4,283股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.55% | 0.55% | $147.8万 | 6,163股 | $147.8万 | 6,163股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.54% | 0.54% | $143.7万 | 2.3万股 | $143.7万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.37% | 0.37% | $98.1万 | 6,989股 | $98.1万 | 6,989股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.35% | 0.35% | $94.5万 | 6,513股 | $94.5万 | 6,513股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.33% | 0.33% | $87.6万 | 4,959股 | $87.6万 | 4,959股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.32% | 0.32% | $86.6万 | 1.8万股 | $86.6万 | 1.8万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.32% | 0.32% | $84.6万 | 2,677股 | $84.6万 | 2,677股 | 00.00% | 持仓不变 |
| IiShares安硕信托 |
| 0.27% | 0.27% | $72.8万 | 2.8万股 | $72.8万 | 2.8万股 | 00.00% | 持仓不变 |
| IISHARES TR IBONDS DEC2023 |
| 0.27% | 0.27% | $72.7万 | 2.9万股 | $72.7万 | 2.9万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.27% | 0.27% | $72.2万 | 3,474股 | $72.2万 | 3,474股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.27% | 0.27% | $71.8万 | 8,707股 | $71.8万 | 8,707股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.27% | 0.27% | $71.7万 | 8,231股 | $71.7万 | 8,231股 | 00.00% | 持仓不变 |
| IiShares iBonds Dec 2025 Term Muni Bd ETFIBMO |
| 0.26% | 0.26% | $70.8万 | 2.7万股 | $70.8万 | 2.7万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.25% | 0.25% | $67.2万 | 5,370股 | $67.2万 | 5,370股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.22% | 0.22% | $59.5万 | 5,653股 | $59.5万 | 5,653股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.19% | 0.19% | $50.4万 | 2,473股 | $50.4万 | 2,473股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.16% | 0.16% | $43.2万 | 5,744股 | $43.2万 | 5,744股 | 00.00% | 持仓不变 |
| I景顺自营指数基金 |
| 0.16% | 0.16% | $41.6万 | 2.0万股 | $41.6万 | 2.0万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCO |
| 0.15% | 0.15% | $40.6万 | 2.0万股 | $40.6万 | 2.0万股 | 00.00% | 持仓不变 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.14% | 0.14% | $37.0万 | 9,000股 | $37.0万 | 9,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.14% | 0.14% | $36.6万 | 4,311股 | $36.6万 | 4,311股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.14% | 0.14% | $36.4万 | 3,302股 | $36.4万 | 3,302股 | 00.00% | 持仓不变 |
 BROWN & BROWN COMBRO |
| 0.14% | 0.27% | $36.3万 | 6,375股 | $72.6万 | 1.3万股 | -6,375股-50.00% | 减仓 |
| AAMEREN COMDHS |
| 0.13% | 0.13% | $34.4万 | 4,000股 | $34.4万 | 4,000股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.12% | 0.12% | $33.4万 | 1,860股 | $33.4万 | 1,860股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.12% | 0.12% | $32.6万 | 4,945股 | $32.6万 | 4,945股 | 00.00% | 持仓不变 |
| IINVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCA |
| 0.12% | 0.12% | $31.6万 | 1.6万股 | $31.6万 | 1.6万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.12% | 0.12% | $31.0万 | 5,572股 | $31.0万 | 5,572股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.12% | 0.12% | $30.9万 | 3,636股 | $30.9万 | 3,636股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.11% | $28.9万 | 3,260股 | $28.9万 | 3,260股 | 00.00% | 持仓不变 |
