| V先锋领航指数基金VUG |
| 7.07% | 6.5% | $6.62亿 | 769.0万股 | $5.42亿 | 124.1万股 | +644.9万股+519.44% | 加仓 |
| V先锋领航指数基金VTV |
| 4.26% | 4.16% | $3.99亿 | 183.1万股 | $3.47亿 | 176.8万股 | +6.2万股+3.52% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.19% | 4.16% | $3.93亿 | 166.0万股 | $3.47亿 | 161.3万股 | +4.7万股+2.90% | 加仓 |
| V先锋领航·FTSEVEA |
| 4% | 4.11% | $3.75亿 | 525.7万股 | $3.43亿 | 534.6万股 | -8.9万股-1.66% | 减仓 |
| IiShares安硕信托IEFA |
| 3.76% | 3.83% | $3.52亿 | 364.6万股 | $3.19亿 | 352.7万股 | +12.0万股+3.39% | 加仓 |
| IiShares安硕信托STIP |
| 2.78% | 3.03% | $2.61亿 | 255.5万股 | $2.53亿 | 244.3万股 | +11.2万股+4.59% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.6% | 2.62% | $2.43亿 | 236.2万股 | $2.19亿 | 218.8万股 | +17.4万股+7.93% | 加仓 |
 苹果AAPL |
| 2.3% | 2.34% | $2.15亿 | 74.4万股 | $1.95亿 | 76.9万股 | -2.6万股-3.33% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.28% | 2.25% | $2.13亿 | 481.1万股 | $1.88亿 | 483.1万股 | -2.0万股-0.42% | 减仓 |
| IiShares安硕·COREIJR |
| 2.25% | 2.1% | $2.11亿 | 142.2万股 | $1.75亿 | 140.8万股 | +1.3万股+0.95% | 加仓 |
| IiShares安硕信托IVV |
| 1.92% | 1.91% | $1.80亿 | 24.0万股 | $1.59亿 | 24.4万股 | -4,029股-1.65% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.73% | 1.74% | $1.62亿 | 313.6万股 | $1.45亿 | 322.1万股 | -8.5万股-2.64% | 减仓 |
 微软MSFT |
| 1.48% | 1.67% | $1.39亿 | 37.1万股 | $1.40亿 | 37.8万股 | -6,171股-1.63% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.47% | 1.37% | $1.38亿 | 107.6万股 | $1.14亿 | 102.8万股 | +4.9万股+4.73% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.43% | 1.39% | $1.34亿 | 107.9万股 | $1.16亿 | 27.2万股 | +80.6万股+296.43% | 加仓 |
| IiShares安硕信托IUSV |
| 1.4% | 1.46% | $1.31亿 | 119.3万股 | $1.21亿 | 118.7万股 | +5,474股+0.46% | 加仓 |
| DDimensional维度·USDFUV |
| 1.35% | 1.27% | $1.26亿 | 229.2万股 | $1.06亿 | 218.0万股 | +11.2万股+5.13% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.33% | 1.41% | $1.25亿 | 230.6万股 | $1.18亿 | 223.4万股 | +7.2万股+3.23% | 加仓 |
 台积电TSM |
| 1.23% | 1.02% | $1.16亿 | 24.2万股 | $8,509.8万 | 25.2万股 | -9,788股-3.89% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.22% | 1.16% | $1.14亿 | 294.8万股 | $9,683.3万 | 276.4万股 | +18.4万股+6.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.15% | $1.11亿 | 31.5万股 | $9,571.4万 | 33.4万股 | -1.8万股-5.45% | 减仓 |
| IiShares安硕IEMG |
| 1.18% | 1.13% | $1.11亿 | 133.8万股 | $9,438.2万 | 135.3万股 | -1.5万股-1.14% | 减仓 |
 博通AVGO |
| 1.16% | 1.18% | $1.08亿 | 28.7万股 | $9,809.5万 | 31.7万股 | -3.0万股-9.43% | 减仓 |
| IiShares安硕信托EFV |
| 1.05% | 1.19% | $9,833.0万 | 128.5万股 | $9,926.4万 | 133.5万股 | -5.1万股-3.79% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.03% | 1.06% | $9,646.7万 | 161.6万股 | $8,823.8万 | 163.3万股 | -1.6万股-1.00% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.03% | 0.93% | $9,645.3万 | 117.7万股 | $7,725.5万 | 108.9万股 | +8.8万股+8.04% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.02% | 1.01% | $9,534.1万 | 69.8万股 | $8,428.8万 | 71.2万股 | -1.4万股-1.97% | 减仓 |
| IiShares安硕信托IWD |
| 0.93% | 0.93% | $8,706.7万 | 35.9万股 | $7,767.3万 | 36.4万股 | -4,375股-1.20% | 减仓 |
| IiShares安硕信托IVW |
| 0.92% | 0.86% | $8,608.8万 | 62.6万股 | $7,198.1万 | 63.6万股 | -1.0万股-1.64% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.86% | 0.88% | $8,061.2万 | 33.2万股 | $7,369.7万 | 33.9万股 | -7,477股-2.20% | 减仓 |
 思科CSCO |
| 0.82% | 0.69% | $7,683.3万 | 65.4万股 | $5,761.3万 | 74.3万股 | -8.8万股-11.91% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.77% | 0.84% | $7,226.1万 | 87.8万股 | $7,016.6万 | 89.5万股 | -1.7万股-1.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.77% | 0.75% | $7,182.6万 | 9.6万股 | $6,227.2万 | 9.6万股 | +430股+0.45% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.75% | 0.71% | $7,058.6万 | 206.8万股 | $5,952.3万 | 184.7万股 | +22.1万股+11.97% | 加仓 |
 摩根大通JPM |
| 0.72% | 0.75% | $6,719.9万 | 20.5万股 | $6,238.4万 | 21.2万股 | -6,780股-3.20% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.71% | 0.65% | $6,676.4万 | 35.5万股 | $5,464.9万 | 35.2万股 | +2,635股+0.75% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.71% | 0.82% | $6,627.5万 | 83.9万股 | $6,819.7万 | 86.0万股 | -2.2万股-2.52% | 减仓 |
| G通用动力VTI |
| 0.68% | 0.66% | $6,403.8万 | 17.3万股 | $5,498.9万 | 17.1万股 | +1,651股+0.96% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.68% | 0.66% | $6,390.0万 | 50.0万股 | $5,477.3万 | 49.9万股 | +617股+0.12% | 加仓 |
| IiShares安硕·COREIJH |
| 0.63% | 0.62% | $5,874.3万 | 76.2万股 | $5,208.6万 | 77.1万股 | -9,496股-1.23% | 减仓 |
 亚马逊AMZN |
| 0.6% | 0.59% | $5,640.4万 | 23.7万股 | $4,957.6万 | 23.8万股 | -1,384股-0.58% | 减仓 |
 LOWES COS COMLOW |
| 0.59% | 0.73% | $5,512.0万 | 25.0万股 | $6,066.9万 | 25.7万股 | -6,776股-2.64% | 减仓 |
 礼来LLY |
| 0.58% | 0.52% | $5,469.0万 | 4.6万股 | $4,363.0万 | 4.7万股 | -1,839股-3.88% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.58% | 0.62% | $5,455.9万 | 52.5万股 | $5,181.4万 | 53.3万股 | -8,235股-1.54% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.57% | 0.55% | $5,386.8万 | 77.1万股 | $4,582.1万 | 73.4万股 | +3.7万股+5.03% | 加仓 |
 贝莱德·INC COMBLK |
| 0.56% | 0.64% | $5,210.5万 | 5.4万股 | $5,372.2万 | 5.6万股 | -1,673股-2.99% | 减仓 |
 强生JNJ |
| 0.55% | 0.62% | $5,191.8万 | 20.4万股 | $5,184.6万 | 21.2万股 | -7,678股-3.62% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.5% | 0.47% | $4,673.6万 | 15.6万股 | $3,943.4万 | 15.9万股 | -3,454股-2.17% | 减仓 |
 VisaV |
| 0.46% | 0.46% | $4,353.3万 | 12.7万股 | $3,873.3万 | 12.8万股 | -1,268股-0.99% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.45% | 0.43% | $4,212.2万 | 51.2万股 | $3,608.0万 | 50.7万股 | +4,321股+0.85% | 加仓 |
