| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 9.35% | 10.63% | $5,166.5万 | 104.8万股 | $5,381.6万 | 97.6万股 | +7.3万股+7.46% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 8.46% | 8.11% | $4,678.0万 | 122.9万股 | $4,105.7万 | 126.6万股 | -3.7万股-2.92% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 7.34% | 7.73% | $4,056.2万 | 80.8万股 | $3,913.1万 | 78.3万股 | +2.4万股+3.08% | 加仓 |
| V先锋领航指数基金VB |
| 7.25% | 7.04% | $4,005.4万 | 13.2万股 | $3,566.7万 | 13.6万股 | -4,037股-2.96% | 减仓 |
| IiShares安硕信托IVV |
| 5.48% | 5.29% | $3,030.2万 | 4.0万股 | $2,680.2万 | 4.1万股 | -568股-1.38% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 5.39% | 5.28% | $2,981.4万 | 95.9万股 | $2,676.5万 | 96.1万股 | -2,385股-0.25% | 减仓 |
| V先锋领航指数基金VV |
| 4.91% | 4.71% | $2,716.3万 | 7.9万股 | $2,386.2万 | 8.0万股 | -862股-1.08% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 4.15% | 4.24% | $2,292.6万 | 51.1万股 | $2,146.9万 | 48.3万股 | +2.8万股+5.84% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.89% | 4.02% | $2,149.9万 | 42.5万股 | $2,037.6万 | 40.8万股 | +1.7万股+4.08% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.8% | 3.98% | $2,101.5万 | 49.8万股 | $2,016.7万 | 47.8万股 | +2.0万股+4.23% | 加仓 |
| S嘉信策略信托SCHC |
| 3.71% | 3.73% | $2,052.2万 | 38.9万股 | $1,887.9万 | 38.6万股 | +3,150股+0.82% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.15% | 3.13% | $1,740.1万 | 24.4万股 | $1,583.7万 | 24.7万股 | -2,932股-1.19% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.91% | 2.83% | $1,606.9万 | 26.9万股 | $1,434.0万 | 26.5万股 | +3,894股+1.47% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 2.67% | 2.49% | $1,478.7万 | 12.8万股 | $1,262.7万 | 12.9万股 | -1,386股-1.07% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 2.66% | 2.77% | $1,468.7万 | 37.0万股 | $1,405.4万 | 36.7万股 | +2,802股+0.76% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 2.51% | 2.47% | $1,385.4万 | 15.6万股 | $1,252.9万 | 15.2万股 | +4,485股+2.95% | 加仓 |
| IiShares安硕信托USRT |
| 2.49% | — | $1,375.0万 | 20.7万股 | $0 | 0股 | +20.7万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 1.95% | 1.8% | $1,078.7万 | 3.6万股 | $914.2万 | 3.7万股 | -958股-2.60% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.87% | 4.21% | $1,035.4万 | 10.7万股 | $2,134.4万 | 24.1万股 | -13.3万股-55.38% | 减仓 |
| S道富SPHY |
| 1.67% | 1.35% | $920.8万 | 39.3万股 | $682.4万 | 29.3万股 | +10.0万股+34.24% | 加仓 |
| WWisdomTree信托DLN |
| 1.6% | 1.62% | $884.2万 | 9.2万股 | $822.3万 | 9.2万股 | -261股-0.28% | 减仓 |
| IiShares安硕信托GVI |
| 1.35% | 1.49% | $748.2万 | 7.0万股 | $756.4万 | 7.1万股 | -1,738股-2.44% | 减仓 |
| WWISDOMTREE INTERNATIONALEQUITY FUNDDWM |
| 1.29% | 1.36% | $715.6万 | 9.8万股 | $687.0万 | 9.8万股 | -559股-0.57% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.13% | 1.14% | $624.7万 | 4.0万股 | $577.2万 | 4.0万股 | +896股+2.26% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.09% | 1.11% | $600.0万 | 5.8万股 | $563.2万 | 5.8万股 | -224股-0.39% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.98% | 0.98% | $544.0万 | 11.2万股 | $496.6万 | 10.7万股 | +4,906股+4.58% | 加仓 |
| IiShares安硕·COREIJH |
| 0.9% | 0.89% | $499.3万 | 6.5万股 | $450.7万 | 6.7万股 | -1,993股-2.99% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.64% | 0.7% | $355.3万 | 4.6万股 | $353.0万 | 4.5万股 | +581股+1.29% | 加仓 |
| S嘉信·USSCHA |
| 0.39% | 0.37% | $216.5万 | 6.0万股 | $188.5万 | 6.5万股 | -4,921股-7.59% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.35% | $195.7万 | 5,978股 | $175.9万 | 5,981股 | -3股-0.05% | 减仓 |
 强生JNJ |
| 0.32% | 0.26% | $174.6万 | 6,876股 | $133.9万 | 5,476股 | +1,400股+25.57% | 加仓 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.27% | 0.26% | $148.0万 | 1.3万股 | $132.3万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICLN |
| 0.26% | 0.27% | $145.3万 | 7.1万股 | $138.8万 | 7.6万股 | -4,957股-6.53% | 减仓 |
 GE航空GE |
| 0.26% | 0.21% | $141.8万 | 3,793股 | $104.4万 | 3,680股 | +113股+3.07% | 加仓 |
 宝洁PG |
| 0.25% | 0.22% | $135.6万 | 9,249股 | $113.0万 | 7,822股 | +1,427股+18.24% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP FUNDEES |
| 0.23% | 0.21% | $124.7万 | 1.8万股 | $106.8万 | 1.8万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.22% | 0.11% | $119.1万 | 1,647股 | $56.3万 | 1,647股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.2% | 0.16% | $111.4万 | 948股 | $80.1万 | 918股 | +30股+3.27% | 加仓 |
| IINVESCO EXCHANGE TRADED FD TR WILDERHIL CLANPBW |
| 0.19% | 0.18% | $107.6万 | 2.8万股 | $92.3万 | 2.9万股 | -1,649股-5.64% | 减仓 |
 麦当劳MCD |
| 0.12% | 0.05% | $67.2万 | 2,485股 | $23.2万 | 748股 | +1,737股+232.22% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.12% | 0.12% | $66.3万 | 6,452股 | $61.6万 | 6,439股 | +13股+0.20% | 加仓 |
 艾伯维ABBV |
| 0.12% | — | $64.3万 | 2,554股 | $0 | 0股 | +2,554股 | 新买入 |
| G通用动力VTI |
| 0.11% | 0.11% | $61.4万 | 1,658股 | $53.6万 | 1,671股 | -13股-0.78% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.1% | 0.24% | $52.9万 | 8,641股 | $120.4万 | 2.2万股 | -1.3万股-60.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.09% | 0.09% | $51.2万 | 686股 | $44.6万 | 686股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.09% | 0.08% | $49.8万 | 1,665股 | $41.7万 | 1,530股 | +135股+8.82% | 加仓 |
 思科CSCO |
| 0.09% | — | $47.2万 | 4,020股 | $0 | 0股 | +4,020股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.09% | $46.7万 | 934股 | $45.8万 | 955股 | -21股-2.20% | 减仓 |
 ILLINOIS TOOLITW |
| 0.08% | 0.08% | $46.4万 | 1,717股 | $40.1万 | 1,539股 | +178股+11.57% | 加仓 |
| IiShares安硕ESGE |
| 0.08% | 0.07% | $45.2万 | 8,256股 | $37.8万 | 8,317股 | -61股-0.73% | 减仓 |
