 AVANTIS INTLNGG |
| 6.81% | 6.97% | $1.22亿 | 198.2万股 | $1.24亿 | 185.5万股 | +12.6万股+6.80% | 加仓 |
| G通用动力VTI |
| 6.73% | 6.65% | $1.20亿 | 41.4万股 | $1.19亿 | 41.9万股 | -4,556股-1.09% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 6.18% | 5.65% | $1.10亿 | 95.7万股 | $1.01亿 | 89.3万股 | +6.5万股+7.24% | 加仓 |
 PRICE T ROWE COMTROW |
| 6.08% | 6.46% | $1.08亿 | 95.9万股 | $1.15亿 | 105.8万股 | -9.9万股-9.34% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 5.79% | 5.96% | $1.03亿 | 310.0万股 | $1.06亿 | 294.1万股 | +15.9万股+5.40% | 加仓 |
| A美国世纪ETF信托AVUS |
| 5.72% | 5.05% | $1.02亿 | 105.2万股 | $9,013.0万 | 94.7万股 | +10.5万股+11.10% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 4.74% | 4.5% | $8,461.2万 | 183.7万股 | $8,022.4万 | 166.3万股 | +17.4万股+10.44% | 加仓 |
| AAvantis·U SAVUV |
| 3.98% | 3.92% | $7,108.2万 | 73.6万股 | $7,000.1万 | 73.0万股 | +6,811股+0.93% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.88% | 3.62% | $6,916.6万 | 35.3万股 | $6,449.4万 | 32.6万股 | +2.8万股+8.47% | 加仓 |
 苹果AAPL |
| 3.69% | 3.35% | $6,588.4万 | 26.3万股 | $5,978.0万 | 25.7万股 | +6,526股+2.54% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 3.63% | 3.44% | $6,483.4万 | 194.5万股 | $6,144.9万 | 175.8万股 | +18.8万股+10.67% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.56% | 3.78% | $6,357.5万 | 108.1万股 | $6,749.2万 | 104.5万股 | +3.7万股+3.51% | 加仓 |
| GGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFGEM |
| 3.08% | 3.27% | $5,503.7万 | 172.4万股 | $5,826.6万 | 166.0万股 | +6.5万股+3.90% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 2.76% | 2.63% | $4,933.3万 | 105.8万股 | $4,699.5万 | 98.9万股 | +6.9万股+6.98% | 加仓 |
| IiShares安硕·COREIJR |
| 2.42% | 2.56% | $4,312.3万 | 37.4万股 | $4,561.8万 | 39.0万股 | -1.6万股-4.04% | 减仓 |
 微软MSFT |
| 2.4% | 2.41% | $4,281.4万 | 10.2万股 | $4,305.5万 | 10.0万股 | +1,518股+1.52% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.74% | 1.72% | $3,097.9万 | 89.6万股 | $3,072.8万 | 89.6万股 | -534股-0.06% | 减仓 |
| IiShares安硕信托IEI |
| 1.13% | 1.17% | $2,014.5万 | 18.4万股 | $2,087.6万 | 18.2万股 | +2,198股+1.21% | 加仓 |
 谷歌AGOOGL |
| 1.06% | 0.9% | $1,890.6万 | 10.0万股 | $1,600.8万 | 9.7万股 | +3,356股+3.48% | 加仓 |
 VisaV |
| 0.9% | 0.79% | $1,606.4万 | 5.1万股 | $1,408.4万 | 5.1万股 | -393股-0.77% | 减仓 |
| A美国世纪ETF信托AVMC |
| 0.89% | 0.57% | $1,580.5万 | 24.3万股 | $1,022.0万 | 15.9万股 | +8.4万股+52.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.63% | $1,280.7万 | 6.7万股 | $1,117.2万 | 6.7万股 | +426股+0.64% | 加仓 |
 亚马逊AMZN |
| 0.62% | 0.48% | $1,113.2万 | 5.1万股 | $852.9万 | 4.6万股 | +4,968股+10.85% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.59% | 0.62% | $1,055.3万 | 9.0万股 | $1,107.4万 | 9.3万股 | -2,688股-2.91% | 减仓 |
| IiShares安硕信托IVV |
| 0.57% | 0.56% | $1,009.6万 | 1.7万股 | $991.5万 | 1.7万股 | -39股-0.23% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.5% | 0.49% | $892.1万 | 22.0万股 | $878.1万 | 22.1万股 | -934股-0.42% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.49% | 0.56% | $873.9万 | 13.4万股 | $999.2万 | 14.1万股 | -7,107股-5.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.49% | 0.48% | $871.3万 | 1.5万股 | $853.0万 | 1.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.47% | 0.54% | $846.1万 | 5.9万股 | $963.5万 | 5.9万股 | -953股-1.60% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.46% | 0.5% | $824.6万 | 20.0万股 | $896.6万 | 20.8万股 | -7,793股-3.75% | 减仓 |
| IiShares安硕信托AGG |
| 0.41% | 0.47% | $730.6万 | 7.5万股 | $834.9万 | 8.2万股 | -7,043股-8.54% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.4% | $724.3万 | 1.6万股 | $704.7万 | 1.5万股 | +668股+4.36% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.4% | 0.42% | $719.8万 | 6.1万股 | $742.6万 | 6.2万股 | -863股-1.39% | 减仓 |
| KKKR & COMKKR |
| 0.39% | 0.35% | $702.1万 | 4.7万股 | $619.8万 | 4.7万股 | -3股-0.01% | 减仓 |
| V先锋领航·MIDVO |
| 0.39% | 0.4% | $688.2万 | 2.6万股 | $708.9万 | 2.7万股 | -816股-3.04% | 减仓 |
 宝洁PG |
| 0.38% | 0.39% | $685.7万 | 4.1万股 | $693.0万 | 4.0万股 | +890股+2.22% | 加仓 |
 雅培ABT |
| 0.36% | 0.36% | $649.3万 | 5.7万股 | $645.1万 | 5.7万股 | +820股+1.45% | 加仓 |
 麦当劳MCD |
| 0.32% | 0.34% | $568.9万 | 2.0万股 | $598.4万 | 2.0万股 | -27股-0.14% | 减仓 |
 QUANTA SVCSPWR |
| 0.31% | 0.29% | $555.9万 | 1.8万股 | $515.9万 | 1.7万股 | +285股+1.65% | 加仓 |
 埃克森美孚XOM |
| 0.28% | 0.28% | $503.7万 | 4.7万股 | $499.4万 | 4.3万股 | +4,225股+9.92% | 加仓 |
 英伟达NVDA |
| 0.27% | 0.24% | $484.0万 | 3.6万股 | $428.9万 | 3.5万股 | +726股+2.06% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.27% | 0.28% | $478.7万 | 12.8万股 | $492.2万 | 13.1万股 | -2,634股-2.02% | 减仓 |
 布鲁克菲尔德BN |
| 0.27% | 0.25% | $475.8万 | 8.3万股 | $440.3万 | 8.3万股 | -32股-0.04% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.26% | 0.26% | $471.3万 | 1.5万股 | $460.0万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.26% | 0.26% | $467.1万 | 9.4万股 | $469.1万 | 9.4万股 | -30股-0.03% | 减仓 |
 摩根大通JPM |
| 0.26% | 0.24% | $458.2万 | 1.9万股 | $427.8万 | 2.0万股 | -1,172股-5.78% | 减仓 |
 百事可乐PEP |
| 0.25% | 0.27% | $440.6万 | 2.9万股 | $484.1万 | 2.8万股 | +509股+1.79% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.23% | 0.27% | $405.2万 | 5.1万股 | $477.9万 | 5.4万股 | -3,482股-6.43% | 减仓 |
 联合健康UNH |
| 0.21% | 0.23% | $379.0万 | 7,493股 | $411.5万 | 7,038股 | +455股+6.46% | 加仓 |
 优步UBER |
| 0.2% | 0.25% | $351.6万 | 5.8万股 | $451.3万 | 6.0万股 | -1,765股-2.94% | 减仓 |
