| IiShares安硕信托IVV |
| 15.91% | 12.31% | $6.45亿 | 86.1万股 | $4.32亿 | 66.2万股 | +19.9万股+30.03% | 加仓 |
| V先锋领航·SMALLVBR |
| 10.47% | 10.76% | $4.24亿 | 174.6万股 | $3.78亿 | 174.0万股 | +6,009股+0.35% | 加仓 |
| IiShares安硕信托IUSV |
| 10.02% | 10.73% | $4.06亿 | 368.6万股 | $3.77亿 | 368.3万股 | +2,452股+0.07% | 加仓 |
| IiShares安硕信托IEI |
| 7.22% | 8.3% | $2.92亿 | 243.3万股 | $2.91亿 | 243.8万股 | -5,622股-0.23% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.58% | 5.85% | $2.26亿 | 95.5万股 | $2.05亿 | 95.5万股 | -102股-0.01% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 5.34% | 6.02% | $2.16亿 | 427.3万股 | $2.11亿 | 423.4万股 | +3.9万股+0.92% | 加仓 |
| V先锋领航指数基金VOO |
| 3.07% | 3.08% | $1.24亿 | 18.1万股 | $1.08亿 | 18.1万股 | +48股+0.03% | 加仓 |
| IiShares安硕信托IEFA |
| 2.41% | 2.54% | $9,761.2万 | 101.1万股 | $8,933.1万 | 98.7万股 | +2.4万股+2.42% | 加仓 |
| IiShares安硕IEMG |
| 2.18% | 2.13% | $8,850.6万 | 106.8万股 | $7,479.7万 | 107.2万股 | -3,967股-0.37% | 减仓 |
| IiShares安硕信托EFV |
| 2.01% | 2.26% | $8,122.6万 | 106.1万股 | $7,952.1万 | 107.0万股 | -8,474股-0.79% | 减仓 |
 苹果AAPL |
| 1.99% | 1.96% | $8,047.6万 | 27.8万股 | $6,894.4万 | 27.2万股 | +6,456股+2.38% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.17% | 1.14% | $4,752.5万 | 11.6万股 | $4,018.7万 | 11.3万股 | +3,347股+2.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.07% | 1.09% | $4,343.8万 | 5.8万股 | $3,843.4万 | 5.9万股 | -932股-1.58% | 减仓 |
| V先锋领航·TOTALBND |
| 0.99% | 1.13% | $4,009.4万 | 54.6万股 | $3,983.1万 | 54.1万股 | +5,260股+0.97% | 加仓 |
| DDimensional维度·USDFUV |
| 0.96% | 0.98% | $3,889.9万 | 70.7万股 | $3,432.0万 | 70.8万股 | -1,089股-0.15% | 减仓 |
| G通用动力VTI |
| 0.94% | 0.86% | $3,825.1万 | 10.3万股 | $3,026.1万 | 9.4万股 | +9,036股+9.58% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.94% | 0.97% | $3,793.7万 | 83.4万股 | $3,419.8万 | 75.0万股 | +8.4万股+11.25% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.9% | 1.01% | $3,649.9万 | 7.3万股 | $3,546.9万 | 7.4万股 | -1,076股-1.45% | 减仓 |
| IiShares安硕信托AOR |
| 0.88% | 0.93% | $3,581.7万 | 51.5万股 | $3,278.1万 | 50.9万股 | +5,921股+1.16% | 加仓 |
| VVANGUARD S&P SMALL-CAP 600 VALUE ETFVTWO |
| 0.86% | 0.89% | $3,473.4万 | 29.6万股 | $3,120.8万 | 30.7万股 | -1.1万股-3.49% | 减仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 0.77% | 0.76% | $3,104.5万 | 12.3万股 | $2,657.8万 | 11.9万股 | +3,434股+2.88% | 加仓 |
| IiShares安硕信托GVI |
| 0.74% | 0.87% | $3,017.1万 | 28.0万股 | $3,066.6万 | 28.9万股 | -8,543股-2.96% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.69% | 0.71% | $2,778.3万 | 33.2万股 | $2,500.6万 | 33.3万股 | -1,234股-0.37% | 减仓 |
| V先锋领航指数基金VB |
| 0.68% | 0.66% | $2,742.5万 | 9.0万股 | $2,314.4万 | 8.8万股 | +2,105股+2.38% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.66% | 0.7% | $2,680.9万 | 72.8万股 | $2,472.0万 | 72.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.64% | 0.63% | $2,611.7万 | 26.4万股 | $2,227.2万 | 22.4万股 | +3.9万股+17.60% | 加仓 |
 谷歌AGOOGL |
| 0.64% | 0.56% | $2,582.8万 | 7.2万股 | $1,965.0万 | 6.8万股 | +3,935股+5.76% | 加仓 |
| V先锋领航指数基金VTV |
| 0.53% | 0.56% | $2,153.7万 | 9.9万股 | $1,949.9万 | 9.9万股 | -558股-0.56% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.53% | 0.59% | $2,138.9万 | 53.9万股 | $2,084.8万 | 54.5万股 | -5,856股-1.07% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.52% | 0.59% | $2,091.0万 | 43.3万股 | $2,054.9万 | 42.9万股 | +3,860股+0.90% | 加仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 0.49% | 0.45% | $1,995.4万 | 16.2万股 | $1,564.3万 | 16.0万股 | +2,274股+1.42% | 加仓 |
| WWisdomTree信托DEM |
| 0.48% | 0.55% | $1,941.0万 | 36.1万股 | $1,913.8万 | 38.5万股 | -2.4万股-6.31% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.44% | 0.44% | $1,789.3万 | 25.1万股 | $1,544.5万 | 24.1万股 | +1.0万股+4.19% | 加仓 |
 微软MSFT |
| 0.44% | 0.45% | $1,777.9万 | 4.8万股 | $1,565.4万 | 4.2万股 | +5,372股+12.70% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.43% | 0.43% | $1,756.8万 | 7.9万股 | $1,514.5万 | 8.0万股 | -464股-0.58% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.41% | 0.39% | $1,649.6万 | 5.5万股 | $1,382.1万 | 5.6万股 | -829股-1.49% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.37% | 0.4% | $1,508.8万 | 28.1万股 | $1,389.5万 | 28.1万股 | 00.00% | 持仓不变 |
| TTCW ETF TRUSTVOTE |
| 0.36% | 0.29% | $1,477.9万 | 16.8万股 | $1,007.4万 | 13.2万股 | +3.6万股+26.95% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.36% | 0.39% | $1,458.3万 | 9.5万股 | $1,355.0万 | 9.3万股 | +1,570股+1.69% | 加仓 |
| S嘉信策略信托SCHC |
| 0.36% | 0.37% | $1,453.6万 | 27.6万股 | $1,310.3万 | 26.8万股 | +7,718股+2.88% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.31% | $1,444.6万 | 4.1万股 | $1,078.6万 | 3.8万股 | +3,284股+8.73% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.35% | 0.35% | $1,420.4万 | 32.0万股 | $1,244.2万 | 32.0万股 | +8股+0.00% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.32% | 0.33% | $1,316.3万 | 18.8万股 | $1,176.0万 | 18.8万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.3% | 0.26% | $1,229.0万 | 10.3万股 | $896.9万 | 1.3万股 | +9.0万股+699.99% | 加仓 |
| WWisdomTree信托DLN |
| 0.3% | 0.24% | $1,215.2万 | 12.6万股 | $837.2万 | 9.4万股 | +3.2万股+34.63% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.26% | 0.31% | $1,067.4万 | 19.8万股 | $1,086.2万 | 20.6万股 | -8,194股-3.98% | 减仓 |
| IiShares安硕信托IDEV |
| 0.26% | 0.26% | $1,035.1万 | 11.6万股 | $925.2万 | 11.1万股 | +5,573股+5.03% | 加仓 |
| IiShares安硕·COREIJH |
| 0.25% | 0.26% | $1,002.6万 | 13.0万股 | $912.5万 | 13.5万股 | -5,101股-3.78% | 减仓 |
| IiShares安硕·COREIJR |
| 0.24% | 0.23% | $971.8万 | 6.6万股 | $802.3万 | 6.5万股 | +982股+1.52% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.24% | 0.23% | $968.0万 | 16.2万股 | $814.5万 | 15.1万股 | +1.1万股+7.62% | 加仓 |
