| V先锋领航·TOTALBND |
| 8.07% | 6.54% | $1.14亿 | 154.4万股 | $1.12亿 | 151.2万股 | +3.2万股+2.11% | 加仓 |
| V先锋领航债券指数基金BIV |
| 7.75% | 6.24% | $1.09亿 | 141.4万股 | $1.07亿 | 137.2万股 | +4.2万股+3.09% | 加仓 |
| G通用动力VTI |
| 7.57% | 7.35% | $1.07亿 | 33.2万股 | $1.26亿 | 37.6万股 | -4.3万股-11.51% | 减仓 |
| V先锋领航指数基金VOO |
| 6.89% | 6.56% | $9,699.7万 | 16.2万股 | $1.12亿 | 17.9万股 | -1.7万股-9.46% | 减仓 |
| V先锋领航指数基金VTV |
| 6.88% | 6.5% | $9,692.7万 | 49.4万股 | $1.11亿 | 58.3万股 | -8.9万股-15.24% | 减仓 |
| V先锋领航·SMALLVBR |
| 6.14% | 7.02% | $8,645.1万 | 39.8万股 | $1.20亿 | 56.8万股 | -17.0万股-29.94% | 减仓 |
| V先锋领航指数基金VB |
| 5.88% | 6.31% | $8,281.9万 | 31.6万股 | $1.08亿 | 41.9万股 | -10.3万股-24.49% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 3.86% | 3.78% | $5,433.4万 | 72.3万股 | $6,477.3万 | 88.1万股 | -15.7万股-17.84% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.56% | 3.55% | $5,012.7万 | 63.9万股 | $6,073.3万 | 77.1万股 | -13.1万股-17.04% | 减仓 |
| V先锋领航指数基金VNQ |
| 3.39% | 3.13% | $4,770.5万 | 53.8万股 | $5,368.5万 | 60.7万股 | -6.9万股-11.35% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 2.97% | 2.94% | $4,185.7万 | 28.7万股 | $5,034.1万 | 35.1万股 | -6.4万股-18.26% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.87% | 2.84% | $4,037.1万 | 63.0万股 | $4,871.0万 | 78.0万股 | -15.0万股-19.20% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 2.86% | 2.86% | $4,026.3万 | 48.8万股 | $4,894.2万 | 58.5万股 | -9.7万股-16.56% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 2.83% | 2.79% | $3,987.4万 | 40.8万股 | $4,775.4万 | 52.8万股 | -12.0万股-22.76% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.8% | 2.81% | $3,940.4万 | 51.1万股 | $4,820.3万 | 63.9万股 | -12.8万股-20.02% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.62% | 2.06% | $3,691.1万 | 73.9万股 | $3,527.4万 | 71.3万股 | +2.6万股+3.61% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.59% | 2.07% | $3,644.5万 | 46.0万股 | $3,547.9万 | 44.5万股 | +1.5万股+3.32% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.56% | 2.04% | $3,611.1万 | 75.2万股 | $3,499.0万 | 72.4万股 | +2.7万股+3.79% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.16% | 3.06% | $3,039.9万 | 78.2万股 | $5,250.3万 | 132.6万股 | -54.4万股-41.01% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.03% | 1.93% | $2,857.5万 | 52.9万股 | $3,308.6万 | 61.5万股 | -8.7万股-14.10% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.87% | 2.51% | $2,630.5万 | 71.6万股 | $4,297.5万 | 113.0万股 | -41.4万股-36.68% | 减仓 |
| IiShares安硕信托AGG |
| 1.85% | 2.88% | $2,610.2万 | 26.3万股 | $4,940.2万 | 49.5万股 | -23.2万股-46.84% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.63% | 2.35% | $2,296.0万 | 64.6万股 | $4,031.9万 | 117.0万股 | -52.4万股-44.77% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.07% | 1.62% | $1,506.0万 | 44.7万股 | $2,769.5万 | 84.1万股 | -39.3万股-46.80% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.78% | 1.09% | $1,099.9万 | 11.0万股 | $1,873.8万 | 19.9万股 | -8.9万股-44.76% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.69% | 0.57% | $968.9万 | 15.5万股 | $984.1万 | 16.5万股 | -1.0万股-6.14% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.68% | 0.94% | $959.3万 | 29.8万股 | $1,605.3万 | 50.7万股 | -20.9万股-41.27% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.67% | 0.57% | $950.4万 | 13.4万股 | $968.0万 | 13.9万股 | -5,334股-3.84% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.61% | 1.08% | $853.9万 | 14.6万股 | $1,846.2万 | 31.4万股 | -16.9万股-53.60% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.6% | 0.78% | $848.4万 | 25.1万股 | $1,343.4万 | 41.2万股 | -16.2万股-39.25% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.39% | 0.33% | $545.1万 | 2.6万股 | $564.8万 | 2.7万股 | -820股-3.08% | 减仓 |
| IiShares安硕信托EFV |
| 0.32% | 0.28% | $455.4万 | 6.1万股 | $484.3万 | 6.8万股 | -6,568股-9.68% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.29% | 0.47% | $414.3万 | 6.9万股 | $806.5万 | 14.1万股 | -7.2万股-51.07% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.29% | 0.25% | $409.1万 | 10.4万股 | $434.0万 | 11.4万股 | -1.0万股-9.18% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.26% | 0.3% | $371.5万 | 4.5万股 | $513.6万 | 6.2万股 | -1.7万股-27.44% | 减仓 |
| FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT |
| 0.26% | 0.24% | $363.4万 | 1.5万股 | $414.3万 | 1.7万股 | -1,606股-9.64% | 减仓 |
| IiShares安硕信托IWC |
| 0.18% | 0.16% | $255.5万 | 1.6万股 | $275.6万 | 1.7万股 | -1,469股-8.41% | 减仓 |
| IiShares安硕信托IVV |
| 0.18% | 0.17% | $250.7万 | 3,838股 | $293.3万 | 4,281股 | -443股-10.35% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.16% | 0.14% | $225.0万 | 2.3万股 | $246.8万 | 2.6万股 | -2,532股-9.85% | 减仓 |
| FFLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUNDTLTD |
| 0.14% | 0.14% | $192.7万 | 2.1万股 | $242.5万 | 2.6万股 | -5,646股-21.59% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.1% | 0.09% | $145.7万 | 1.9万股 | $157.8万 | 2.0万股 | -1,773股-8.71% | 减仓 |
| IiShares安硕信托EEM |
| 0.1% | 0.09% | $140.1万 | 2.5万股 | $149.8万 | 2.7万股 | -2,720股-9.93% | 减仓 |
| WWISDOMTREE MANAGED FUTURES STRATEGY FUNDWTMF |
| 0.1% | 0.08% | $139.7万 | 3.5万股 | $132.4万 | 3.5万股 | +388股+1.11% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.1% | 0.13% | $137.0万 | 9,906股 | $221.5万 | 1.6万股 | -5,793股-36.90% | 减仓 |
 摩根大通JPM |
| 0.05% | 0.04% | $65.1万 | 2,214股 | $71.3万 | 2,214股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWL |
| 0.04% | 0.04% | $62.3万 | 3,881股 | $62.9万 | 3,686股 | +195股+5.29% | 加仓 |
| V先锋领航指数基金VV |
| 0.04% | 0.03% | $56.3万 | 1,884股 | $56.9万 | 1,807股 | +77股+4.26% | 加仓 |
| IiShares安硕信托GVI |
| 0.04% | 0.03% | $53.5万 | 5,024股 | $54.6万 | 5,120股 | -96股-1.88% | 减仓 |
| SSPDR道富指数基金RWO |
| 0.03% | 0.03% | $38.7万 | 8,460股 | $44.3万 | 9,834股 | -1,374股-13.97% | 减仓 |
| IiShares安硕信托IEFA |
| 0.03% | 0.02% | $38.3万 | 4,228股 | $39.8万 | 4,451股 | -223股-5.01% | 减仓 |
