| V先锋领航指数基金VOO |
| 26.24% | 24.55% | $3,223.2万 | 4.7万股 | $2,821.6万 | 4.7万股 | -288股-0.61% | 减仓 |
| IiShares安硕信托IVV |
| 24.47% | 25.18% | $3,005.8万 | 4.0万股 | $2,894.0万 | 4.4万股 | -4,168股-9.41% | 减仓 |
| IiShares安硕信托ICSH |
| 4.7% | 4.84% | $576.9万 | 11.4万股 | $556.0万 | 11.0万股 | +4,214股+3.84% | 加仓 |
| V先锋领航指数基金VTV |
| 3.46% | 3.39% | $425.1万 | 2.0万股 | $389.8万 | 2.0万股 | -360股-1.81% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.74% | 3.19% | $337.0万 | 3.3万股 | $366.4万 | 4.7万股 | -1.4万股-29.28% | 减仓 |
| IiShares安硕信托IEFA |
| 2.63% | 2.97% | $322.7万 | 3.3万股 | $341.4万 | 3.8万股 | -4,298股-11.40% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 2.48% | 2.84% | $304.8万 | 6.4万股 | $326.8万 | 6.8万股 | -4,424股-6.48% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.44% | 2.48% | $299.9万 | 7.3万股 | $284.5万 | 7.3万股 | -328股-0.45% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.25% | 2.22% | $276.0万 | 9.2万股 | $254.6万 | 8.5万股 | +7,283股+8.60% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.13% | 2.04% | $261.6万 | 1.1万股 | $234.6万 | 1.1万股 | -31股-0.29% | 减仓 |
| G通用动力VTI |
| 1.61% | 1.51% | $198.2万 | 5,356股 | $173.3万 | 5,402股 | -46股-0.85% | 减仓 |
| IiShares安硕·COREIJR |
| 1.5% | 1.34% | $183.7万 | 1.2万股 | $154.2万 | 1.2万股 | -15股-0.12% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.3% | 1.36% | $159.7万 | 2.1万股 | $155.9万 | 2.0万股 | +622股+3.13% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.26% | 1.4% | $155.0万 | 2.9万股 | $160.7万 | 3.0万股 | -1,744股-5.73% | 减仓 |
| IiShares安硕信托EFV |
| 1.16% | 1.2% | $142.8万 | 1.9万股 | $138.3万 | 1.9万股 | +50股+0.27% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.15% | 1.2% | $141.4万 | 1.4万股 | $137.8万 | 1.4万股 | -80股-0.58% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1% | 0.93% | $122.3万 | 2.4万股 | $107.2万 | 2.4万股 | -98股-0.41% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.92% | 0.88% | $113.2万 | 8,285股 | $101.1万 | 8,532股 | -247股-2.89% | 减仓 |
| SSPDR道富指数基金EDIV |
| 0.84% | 0.8% | $103.2万 | 2.5万股 | $92.4万 | 2.3万股 | +1,797股+7.68% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.84% | 0.87% | $102.9万 | 2.0万股 | $99.8万 | 1.9万股 | +645股+3.40% | 加仓 |
| DDimensional维度·USDFUV |
| 0.84% | 0.79% | $102.7万 | 1.9万股 | $90.4万 | 1.9万股 | +19股+0.10% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.81% | 0.82% | $99.8万 | 2.0万股 | $94.6万 | 1.9万股 | +1,055股+5.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.81% | 0.76% | $99.2万 | 1,329股 | $86.9万 | 1,336股 | -7股-0.52% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.74% | 0.81% | $91.1万 | 9,443股 | $93.5万 | 1.1万股 | -1,096股-10.40% | 减仓 |
| SSPDR道富指数基金EWX |
| 0.7% | 0.69% | $85.9万 | 1.2万股 | $79.3万 | 1.2万股 | -444股-3.70% | 减仓 |
| IiShares安硕EEMS |
| 0.68% | 0.65% | $83.7万 | 1.1万股 | $74.2万 | 1.1万股 | +301股+2.81% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.63% | 0.61% | $77.2万 | 2.0万股 | $69.7万 | 2.0万股 | +32股+0.16% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.6% | — | $73.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.58% | 0.57% | $70.9万 | 9,196股 | $65.5万 | 9,700股 | -504股-5.20% | 减仓 |
| V先锋领航指数基金VB |
| 0.57% | 0.53% | $69.8万 | 2,304股 | $61.1万 | 2,335股 | -31股-1.33% | 减仓 |
 苹果AAPL |
| 0.56% | 0.51% | $69.1万 | 2,389股 | $58.9万 | 2,323股 | +66股+2.84% | 加仓 |
| IiShares安硕IEMG |
| 0.54% | 0.49% | $66.5万 | 8,029股 | $56.0万 | 8,029股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.52% | 0.49% | $64.4万 | 1,572股 | $56.1万 | 1,572股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.42% | 0.4% | $51.9万 | 1,451股 | $45.5万 | 1,581股 | -130股-8.22% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.42% | 0.42% | $51.8万 | 1.2万股 | $48.2万 | 1.1万股 | +720股+6.64% | 加仓 |
| IiShares安硕信托ITOT |
| 0.41% | 0.38% | $51.0万 | 3,103股 | $44.2万 | 3,103股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.39% | 0.39% | $48.5万 | 1.3万股 | $44.6万 | 1.3万股 | +27股+0.21% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.37% | 1.08% | $45.9万 | 1.0万股 | $124.6万 | 3.1万股 | -2.0万股-65.89% | 减仓 |
| IiShares安硕信托IWD |
| 0.32% | 0.3% | $39.2万 | 1,615股 | $34.5万 | 1,615股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.31% | 0.36% | $38.5万 | 1,032股 | $41.1万 | 1,112股 | -80股-7.19% | 减仓 |
| DDBX ETF信托DBEF |
| 0.28% | 0.28% | $35.0万 | 6,400股 | $31.6万 | 6,400股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.26% | 0.25% | $32.4万 | 4,027股 | $28.9万 | 1,006股 | +3,021股+300.30% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.26% | 0.25% | $32.1万 | 2,045股 | $28.7万 | 2,072股 | -27股-1.30% | 减仓 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.26% | 0.25% | $31.5万 | 2.8万股 | $28.5万 | 2.8万股 | +29股+0.11% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.24% | 0.22% | $29.4万 | 418股 | $25.8万 | 418股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.23% | 0.26% | $28.3万 | 1,867股 | $29.8万 | 1,867股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.23% | 0.34% | $28.0万 | 2,779股 | $38.6万 | 3,835股 | -1,056股-27.54% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.22% | 0.2% | $26.9万 | 6,064股 | $23.3万 | 5,997股 | +67股+1.12% | 加仓 |
| A美国世纪ETF信托DSPY |
| 0.22% | 0.28% | $26.7万 | 4,063股 | $32.5万 | 5,411股 | -1,348股-24.91% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.2% | 0.23% | $25.0万 | 3,046股 | $26.3万 | 3,180股 | -134股-4.21% | 减仓 |
