| AAvantis US Small Cap Value ETFAVDV |
| 11.96% | 14.17% | $2.77亿 | 268.5万股 | $2.63亿 | 263.4万股 | +5.1万股+1.95% | 加仓 |
| SSEZZLESEZL |
| 5.99% | 3.02% | $1.39亿 | 80.7万股 | $5,611.6万 | 88.7万股 | -7.9万股-8.93% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 5.96% | 0.65% | $1.38亿 | 164.8万股 | $1,197.4万 | 15.9万股 | +148.9万股+933.66% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 5.56% | 6.23% | $1.29亿 | 444.4万股 | $1.16亿 | 460.7万股 | -16.3万股-3.55% | 减仓 |
| V先锋领航指数基金VTV |
| 5.5% | 5.79% | $1.27亿 | 58.4万股 | $1.07亿 | 54.7万股 | +3.7万股+6.67% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 4.75% | 4.74% | $1.10亿 | 36.6万股 | $8,804.1万 | 35.5万股 | +1.1万股+3.03% | 加仓 |
| IiShares安硕·COREIJH |
| 4.65% | 5.15% | $1.08亿 | 139.5万股 | $9,547.9万 | 141.4万股 | -1.9万股-1.34% | 减仓 |
| IiShares安硕信托IVV |
| 4.47% | 4.74% | $1.03亿 | 13.8万股 | $8,799.6万 | 13.5万股 | +3,463股+2.57% | 加仓 |
| IiShares安硕·COREIJR |
| 4.32% | 4.45% | $1.00亿 | 67.5万股 | $8,258.0万 | 66.4万股 | +1.1万股+1.58% | 加仓 |
 联合包裹UPSUPS |
| 3.64% | 4.15% | $8,427.7万 | 78.4万股 | $7,710.0万 | 78.4万股 | +275股+0.04% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 3.01% | 3.6% | $6,964.3万 | 93股 | $6,678.7万 | 93股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.52% | 2.93% | $5,832.0万 | 20.2万股 | $5,437.1万 | 21.4万股 | -1.3万股-5.92% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.45% | 2.99% | $5,678.8万 | 54.7万股 | $5,557.3万 | 57.2万股 | -2.5万股-4.45% | 减仓 |
 亚马逊AMZN |
| 2.43% | 2.5% | $5,612.3万 | 23.5万股 | $4,639.2万 | 22.3万股 | +1.3万股+5.71% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.2% | — | $5,095.3万 | 101.4万股 | $0 | 0股 | +101.4万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 1.95% | 2.12% | $4,517.3万 | 36.4万股 | $3,938.6万 | 9.2万股 | +27.1万股+293.85% | 加仓 |
| S道富SPYV |
| 1.84% | 2.2% | $4,265.8万 | 70.2万股 | $4,091.0万 | 72.3万股 | -2.1万股-2.95% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 1.53% | 1.68% | $3,533.5万 | 22.5万股 | $3,116.5万 | 22.5万股 | -176股-0.08% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.11% | 1.49% | $2,567.1万 | 5.1万股 | $2,759.1万 | 5.8万股 | -6,276股-10.90% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.08% | 1.19% | $2,509.1万 | 13.3万股 | $2,201.6万 | 13.3万股 | +652股+0.49% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.08% | 1.22% | $2,493.4万 | 17.0万股 | $2,256.3万 | 17.6万股 | -5,808股-3.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.01% | 1.17% | $2,341.1万 | 32.9万股 | $2,173.6万 | 33.9万股 | -1.1万股-3.14% | 减仓 |
 ROBLOX CL ARBLX |
| 0.88% | 1.15% | $2,047.8万 | 37.7万股 | $2,129.9万 | 37.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.77% | 0.94% | $1,772.3万 | 23.2万股 | $1,745.7万 | 23.5万股 | -3,275股-1.39% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.83% | $1,744.2万 | 2.3万股 | $1,533.3万 | 2.4万股 | -220股-0.93% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.73% | 0.76% | $1,689.9万 | 30.2万股 | $1,406.8万 | 29.9万股 | +2,959股+0.99% | 加仓 |
 微软MSFT |
| 0.66% | 0.82% | $1,536.5万 | 4.1万股 | $1,526.6万 | 4.1万股 | -50股-0.12% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.59% | 0.74% | $1,357.3万 | 28.6万股 | $1,367.1万 | 28.8万股 | -1,220股-0.42% | 减仓 |
 英伟达NVDA |
| 0.56% | 0.65% | $1,289.3万 | 6.4万股 | $1,203.2万 | 6.9万股 | -4,553股-6.60% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.57% | $1,281.9万 | 3.6万股 | $1,056.3万 | 3.7万股 | -541股-1.47% | 减仓 |
 ADPADP |
| 0.5% | 0.57% | $1,161.1万 | 5.2万股 | $1,053.3万 | 5.2万股 | +2股+0.00% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.44% | 0.5% | $1,014.1万 | 26.6万股 | $919.5万 | 28.4万股 | -1.7万股-6.02% | 减仓 |
 Old National Bancorp CORP COMMONONB |
| 0.41% | 0.44% | $949.4万 | 36.7万股 | $810.1万 | 36.7万股 | 00.00% | 持仓不变 |
 INVESCO RAFI US 1500 SMALL-MID ETFFITB |
| 0.39% | 0.42% | $901.9万 | 16.2万股 | $774.3万 | 16.9万股 | -7,092股-4.20% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.38% | 0.39% | $876.8万 | 10.0万股 | $717.8万 | 2.0万股 | +8.0万股+410.58% | 加仓 |
| V先锋领航·MIDVO |
| 0.38% | 0.45% | $868.6万 | 10.8万股 | $841.7万 | 2.9万股 | +7.8万股+267.82% | 加仓 |
| IiShares安硕信托DMXF |
| 0.37% | 0.34% | $860.3万 | 10.2万股 | $638.5万 | 8.5万股 | +1.7万股+20.16% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.35% | 0.38% | $806.5万 | 5.2万股 | $699.6万 | 5.3万股 | -693股-1.31% | 减仓 |
| G通用动力VTI |
| 0.33% | 0.34% | $754.6万 | 2.0万股 | $637.5万 | 2.0万股 | +523股+2.63% | 加仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.37% | $749.4万 | 2.5万股 | $683.1万 | 2.6万股 | -1,356股-5.20% | 减仓 |
| IiShares安硕信托IWS |
| 0.31% | 0.37% | $707.7万 | 4.3万股 | $682.1万 | 4.7万股 | -3,809股-8.14% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.28% | 0.33% | $649.7万 | 6.3万股 | $606.8万 | 6.3万股 | -258股-0.41% | 减仓 |
 谷歌AGOOGL |
| 0.26% | 0.28% | $612.8万 | 1.7万股 | $523.1万 | 1.8万股 | -1,044股-5.74% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.25% | 0.69% | $586.7万 | 6.6万股 | $1,271.2万 | 15.4万股 | -8.8万股-57.03% | 减仓 |
 摩根大通JPM |
| 0.25% | 0.33% | $573.2万 | 1.8万股 | $604.5万 | 2.1万股 | -3,039股-14.79% | 减仓 |
| V先锋领航指数基金VOO |
| 0.23% | 0.24% | $543.6万 | 7,914股 | $437.5万 | 7,321股 | +593股+8.10% | 加仓 |
| IiShares安硕信托USXF |
| 0.21% | 0.21% | $493.8万 | 7.1万股 | $390.0万 | 7.1万股 | +451股+0.64% | 加仓 |
 联合健康UNH |
| 0.21% | 0.14% | $491.2万 | 1.2万股 | $261.6万 | 9,668股 | +2,151股+22.25% | 加仓 |
 3M COMMMM |
| 0.21% | 0.22% | $480.6万 | 3.0万股 | $403.5万 | 2.8万股 | +1,902股+6.85% | 加仓 |
| I景顺QQQ信托VOO |
| 0.2% | 0.16% | $457.5万 | 6,213股 | $299.1万 | 5,183股 | +1,030股+19.87% | 加仓 |
