| V先锋领航债券指数基金BSV |
| 12.07% | 12.62% | $5.78亿 | 742.0万股 | $5.66亿 | 721.8万股 | +20.2万股+2.80% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 11.88% | 12.3% | $5.69亿 | 1,347.7万股 | $5.52亿 | 1,306.3万股 | +41.4万股+3.17% | 加仓 |
| IiShares安硕信托IVV |
| 10.49% | 10.14% | $5.03亿 | 67.1万股 | $4.55亿 | 69.6万股 | -2.5万股-3.57% | 减仓 |
| G通用动力VTI |
| 8.87% | 8.43% | $4.25亿 | 114.8万股 | $3.78亿 | 117.8万股 | -3.1万股-2.60% | 减仓 |
| V先锋领航指数基金VOT |
| 6.99% | 6.35% | $3.35亿 | 109.3万股 | $2.85亿 | 110.6万股 | -1.3万股-1.15% | 减仓 |
| AAvantis·U SAVUV |
| 6.91% | 7.08% | $3.31亿 | 265.4万股 | $3.17亿 | 287.2万股 | -21.8万股-7.59% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.74% | 4.94% | $2.27亿 | 318.9万股 | $2.21亿 | 345.5万股 | -26.6万股-7.71% | 减仓 |
| V先锋领航指数基金VUG |
| 4.4% | 4.12% | $2.11亿 | 244.5万股 | $1.85亿 | 42.3万股 | +202.2万股+477.91% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.21% | 4.07% | $2.02亿 | 496.4万股 | $1.83亿 | 528.6万股 | -32.2万股-6.10% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 3.24% | 3.31% | $1.55亿 | 321.2万股 | $1.48亿 | 309.6万股 | +11.6万股+3.75% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.76% | 2.86% | $1.32亿 | 334.3万股 | $1.28亿 | 358.6万股 | -24.3万股-6.77% | 减仓 |
| V先锋领航指数基金VV |
| 2.44% | 2.35% | $1.17亿 | 34.0万股 | $1.05亿 | 35.2万股 | -1.2万股-3.51% | 减仓 |
| DDimensional维度·USDFUV |
| 2.18% | 2.1% | $1.05亿 | 190.2万股 | $9,416.4万 | 194.3万股 | -4.1万股-2.10% | 减仓 |
| IiShares安硕信托IEFA |
| 2.16% | 2.29% | $1.03亿 | 107.1万股 | $1.03亿 | 113.6万股 | -6.5万股-5.74% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.14% | 2.06% | $1.02亿 | 146.4万股 | $9,249.9万 | 148.1万股 | -1.7万股-1.15% | 减仓 |
| S嘉信策略信托SCHF |
| 1.83% | 1.8% | $8,782.8万 | 317.1万股 | $8,047.9万 | 325.2万股 | -8.1万股-2.49% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.28% | 1.55% | $6,109.0万 | 164.0万股 | $6,960.9万 | 195.9万股 | -32.0万股-16.31% | 减仓 |
| IiShares安硕信托GVI |
| 1.02% | 1.07% | $4,904.6万 | 46.1万股 | $4,779.3万 | 44.9万股 | +1.2万股+2.65% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.98% | 0.96% | $4,695.8万 | 32.1万股 | $4,308.9万 | 33.6万股 | -1.6万股-4.63% | 减仓 |
| IiShares安硕信托ITOT |
| 0.97% | 1.02% | $4,652.3万 | 28.3万股 | $4,567.1万 | 32.1万股 | -3.7万股-11.68% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.97% | 1.05% | $4,631.2万 | 119.4万股 | $4,700.6万 | 134.1万股 | -14.8万股-11.00% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.86% | 0.82% | $4,121.3万 | 42.7万股 | $3,670.2万 | 45.5万股 | -2.8万股-6.22% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.65% | 0.61% | $3,097.7万 | 107.0万股 | $2,754.9万 | 109.8万股 | -2.8万股-2.54% | 减仓 |
| IiShares安硕信托IWV |
| 0.51% | 0.48% | $2,454.8万 | 5.8万股 | $2,154.4万 | 5.8万股 | -548股-0.94% | 减仓 |
 宝洁PG |
| 0.39% | 0.42% | $1,889.1万 | 12.9万股 | $1,875.5万 | 13.0万股 | -1,019股-0.78% | 减仓 |
| S嘉信·USSCHX |
| 0.38% | 0.48% | $1,826.3万 | 62.1万股 | $2,167.9万 | 84.6万股 | -22.5万股-26.60% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.28% | 0.28% | $1,349.3万 | 36.6万股 | $1,266.5万 | 37.3万股 | -6,570股-1.76% | 减仓 |
| EEA SERIES TRUSTAAEQ |
| 0.26% | 0.24% | $1,236.8万 | 23.3万股 | $1,085.1万 | 23.3万股 | -731股-0.31% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.23% | 0.21% | $1,085.9万 | 8.7万股 | $958.4万 | 2.2万股 | +6.5万股+289.09% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.22% | 0.21% | $1,038.6万 | 30.7万股 | $935.4万 | 32.1万股 | -1.4万股-4.42% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.21% | 0.2% | $1,015.7万 | 12.4万股 | $889.2万 | 12.3万股 | +541股+0.44% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.18% | 0.19% | $868.1万 | 17.2万股 | $873.3万 | 19.1万股 | -1.9万股-9.95% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.17% | $790.9万 | 1.1万股 | $765.7万 | 1.2万股 | -1,183股-10.05% | 减仓 |
 苹果AAPL |
| 0.15% | 0.12% | $706.2万 | 2.4万股 | $558.3万 | 2.2万股 | +2,407股+10.94% | 加仓 |
| V先锋领航·TOTALBND |
| 0.14% | 0.14% | $653.7万 | 8.9万股 | $623.1万 | 8.5万股 | +4,430股+5.24% | 加仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.12% | $614.2万 | 8,943股 | $526.1万 | 8,804股 | +139股+1.58% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.11% | 0.11% | $510.8万 | 2.1万股 | $494.7万 | 2.3万股 | -1,748股-7.68% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.09% | 0.1% | $439.9万 | 7.6万股 | $449.9万 | 7.7万股 | -1,268股-1.65% | 减仓 |
| V先锋领航全球基金VGT |
| 0.09% | 0.07% | $411.5万 | 3.4万股 | $300.5万 | 4,307股 | +3.0万股+699.44% | 加仓 |
| IiShares安硕信托IVW |
| 0.08% | 0.07% | $387.5万 | 2.8万股 | $315.7万 | 2.8万股 | +265股+0.95% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.08% | 0.08% | $364.3万 | 6.1万股 | $350.3万 | 6.5万股 | -3,780股-5.83% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.07% | 0.07% | $353.6万 | 3.7万股 | $325.5万 | 3.7万股 | -19股-0.05% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.07% | 0.08% | $350.4万 | 7.5万股 | $379.6万 | 9.2万股 | -1.7万股-18.65% | 减仓 |
 谷歌AGOOGL |
| 0.06% | 0.05% | $302.3万 | 8,460股 | $243.3万 | 8,461股 | -1股-0.01% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.06% | 0.06% | $301.6万 | 1.3万股 | $288.0万 | 1.4万股 | -355股-2.60% | 减仓 |
 艾默生电气EMR |
| 0.06% | 0.06% | $300.1万 | 2.1万股 | $274.7万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.06% | 0.06% | $292.1万 | 3.4万股 | $268.5万 | 3.5万股 | -653股-1.88% | 减仓 |
 微软MSFT |
| 0.06% | 0.06% | $287.1万 | 7,696股 | $269.4万 | 7,278股 | +418股+5.74% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.06% | 0.05% | $268.9万 | 3.2万股 | $244.7万 | 3.3万股 | -472股-1.45% | 减仓 |
 英伟达NVDA |
| 0.06% | 0.05% | $267.4万 | 1.3万股 | $212.4万 | 1.2万股 | +1,189股+9.76% | 加仓 |
