| V先锋领航·TOTALBND |
| 7.72% | 6% | $26.26亿 | 3,571.8万股 | $12.43亿 | 1,687.5万股 | +1,884.4万股+111.67% | 加仓 |
| G通用动力VTI |
| 5.46% | 4.03% | $18.60亿 | 536.9万股 | $8.33亿 | 259.7万股 | +277.2万股+106.73% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.46% | 4.19% | $18.59亿 | 3,853.3万股 | $8.68亿 | 1,805.9万股 | +2,047.5万股+113.38% | 加仓 |
| A美国世纪ETF信托AVEM |
| 5.43% | 7.33% | $18.47亿 | 1,914.0万股 | $15.16亿 | 1,881.6万股 | +32.4万股+1.72% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.54% | 5.56% | $12.05亿 | 1,169.1万股 | $11.51亿 | 1,152.2万股 | +16.8万股+1.46% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 3.25% | 4.53% | $11.06亿 | 3,238.2万股 | $9.37亿 | 2,909.6万股 | +328.6万股+11.29% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.97% | 3.56% | $10.11亿 | 2,548.6万股 | $7.36亿 | 2,062.3万股 | +486.3万股+23.58% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.87% | 3.2% | $9.76亿 | 2,500.9万股 | $6.61亿 | 1,887.8万股 | +613.1万股+32.48% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 2.66% | 3.38% | $9.07亿 | 1,254.5万股 | $7.00亿 | 1,141.7万股 | +112.8万股+9.88% | 加仓 |
| DDimensional维度·USDFUV |
| 2.47% | 3.61% | $8.39亿 | 1,524.9万股 | $7.46亿 | 1,539.8万股 | -14.9万股-0.97% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.77% | 2.33% | $6.04亿 | 1,360.5万股 | $4.81亿 | 1,238.8万股 | +121.7万股+9.83% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.69% | 2.23% | $5.74亿 | 1,054.9万股 | $4.62亿 | 875.8万股 | +179.1万股+20.45% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.65% | 1.18% | $5.60亿 | 823.3万股 | $2.44亿 | 380.9万股 | +442.4万股+116.12% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.31% | 1.64% | $4.45亿 | 1,534.8万股 | $3.39亿 | 1,274.9万股 | +259.9万股+20.39% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.13% | 1.71% | $3.84亿 | 650.9万股 | $3.54亿 | 594.2万股 | +56.8万股+9.55% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.1% | 1.44% | $3.75亿 | 535.0万股 | $2.99亿 | 478.4万股 | +56.7万股+11.84% | 加仓 |
 苹果AAPL |
| 1.07% | 0.98% | $3.64亿 | 122.9万股 | $2.02亿 | 79.5万股 | +43.3万股+54.46% | 加仓 |
| V先锋领航指数基金VOO |
| 1.06% | 0.7% | $3.62亿 | 55.7万股 | $1.45亿 | 24.2万股 | +31.4万股+129.88% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.04% | 0.85% | $3.53亿 | 704.9万股 | $1.75亿 | 350.6万股 | +354.4万股+101.09% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.95% | 0.71% | $3.24亿 | 298.6万股 | $1.46亿 | 149.5万股 | +149.1万股+99.76% | 加仓 |
| IiShares安硕信托IDEV |
| 0.92% | 1.33% | $3.12亿 | 349.9万股 | $2.75亿 | 329.5万股 | +20.5万股+6.21% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.84% | 1.43% | $2.86亿 | 621.6万股 | $2.96亿 | 643.1万股 | -21.6万股-3.35% | 减仓 |
| V先锋领航指数基金VTV |
| 0.83% | 0.43% | $2.83亿 | 133.5万股 | $8,879.2万 | 45.3万股 | +88.3万股+195.06% | 加仓 |
 微软MSFT |
| 0.81% | 0.48% | $2.76亿 | 68.9万股 | $1.00亿 | 27.1万股 | +41.8万股+154.14% | 加仓 |
 英伟达NVDA |
| 0.76% | 0.43% | $2.58亿 | 132.7万股 | $8,947.8万 | 51.3万股 | +81.4万股+158.67% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.69% | 0.51% | $2.35亿 | 33.5万股 | $1.07亿 | 16.4万股 | +17.1万股+104.68% | 加仓 |
| V先锋领航指数基金VUG |
| 0.68% | 0.42% | $2.32亿 | 188.8万股 | $8,611.7万 | 19.7万股 | +169.1万股+857.62% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.61% | 0.46% | $2.09亿 | 637.9万股 | $9,483.6万 | 310.9万股 | +326.9万股+105.14% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.55% | 0.29% | $1.88亿 | 79.4万股 | $6,040.3万 | 27.8万股 | +51.6万股+185.58% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.55% | 0.45% | $1.86亿 | 391.6万股 | $9,388.4万 | 200.9万股 | +190.7万股+94.96% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.53% | 0.42% | $1.82亿 | 378.9万股 | $8,720.0万 | 191.0万股 | +187.9万股+98.35% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.53% | 0.42% | $1.80亿 | 270.3万股 | $8,601.4万 | 130.9万股 | +139.4万股+106.43% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.52% | 0.71% | $1.78亿 | 437.6万股 | $1.46亿 | 422.7万股 | +14.9万股+3.52% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.51% | 0.9% | $1.75亿 | 365.5万股 | $1.87亿 | 390.4万股 | -24.9万股-6.38% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.49% | 0.39% | $1.65亿 | 329.1万股 | $8,060.6万 | 161.6万股 | +167.5万股+103.66% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.47% | 0.36% | $1.61亿 | 594.3万股 | $7,454.4万 | 297.0万股 | +297.3万股+100.12% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.42% | 0.72% | $1.43亿 | 339.9万股 | $1.49亿 | 353.0万股 | -13.1万股-3.71% | 减仓 |
| IiShares安硕信托MTUM |
| 0.41% | 0.47% | $1.41亿 | 41.4万股 | $9,642.6万 | 40.2万股 | +1.2万股+3.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.41% | 0.39% | $1.40亿 | 18.5万股 | $8,150.8万 | 12.5万股 | +6.0万股+48.38% | 加仓 |
| S嘉信·USSCHX |
| 0.41% | 0.31% | $1.39亿 | 505.5万股 | $6,412.1万 | 250.1万股 | +255.4万股+102.11% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.4% | 0.59% | $1.35亿 | 147.8万股 | $1.22亿 | 151.3万股 | -3.5万股-2.31% | 减仓 |
 亚马逊AMZN |
| 0.39% | 0.3% | $1.32亿 | 52.1万股 | $6,232.5万 | 29.9万股 | +22.2万股+74.10% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.38% | 0.01% | $1.29亿 | 58.6万股 | $226.5万 | 1.2万股 | +57.4万股+4,861.24% | 加仓 |
| WWisdomTree信托DLS |
| 0.36% | 0.3% | $1.22亿 | 147.5万股 | $6,124.1万 | 75.1万股 | +72.4万股+96.33% | 加仓 |
| AAvantis·U SAVUV |
| 0.35% | 0.51% | $1.18亿 | 94.9万股 | $1.06亿 | 96.0万股 | -1.2万股-1.24% | 减仓 |
| IiShares安硕信托EFV |
| 0.35% | 0.43% | $1.18亿 | 152.3万股 | $8,947.4万 | 120.3万股 | +31.9万股+26.53% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.34% | 0.5% | $1.16亿 | 53.1万股 | $1.03亿 | 53.7万股 | -6,294股-1.17% | 减仓 |
| S嘉信策略信托SCHM |
| 0.34% | 0.07% | $1.15亿 | 323.2万股 | $1,483.4万 | 47.9万股 | +275.2万股+574.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.33% | 0.19% | $1.11亿 | 30.4万股 | $3,983.4万 | 13.9万股 | +16.5万股+119.01% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.32% | 0.19% | $1.09亿 | 262.9万股 | $4,006.8万 | 101.6万股 | +161.3万股+158.81% | 加仓 |
