| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 13.06% | 12.94% | $4,690.7万 | 112.4万股 | $4,359.4万 | 118.6万股 | -6.2万股-5.22% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 11.1% | 10.79% | $3,986.4万 | 48.7万股 | $3,634.7万 | 51.3万股 | -2.6万股-5.09% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 9.08% | 9.2% | $3,261.8万 | 87.5万股 | $3,100.9万 | 87.3万股 | +2,650股+0.30% | 加仓 |
| V先锋领航指数基金VTV |
| 9.04% | 8.83% | $3,245.3万 | 14.9万股 | $2,973.8万 | 15.2万股 | -2,658股-1.75% | 减仓 |
| WWisdomTree信托EZM |
| 6% | 5.87% | $2,154.3万 | 28.4万股 | $1,976.6万 | 29.4万股 | -9,774股-3.32% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 5.35% | 5.18% | $1,922.6万 | 47.8万股 | $1,745.0万 | 51.5万股 | -3.7万股-7.22% | 减仓 |
| AAvantis·INTERNATIONAL SMALL CAP EQUITY ETFAVDS |
| 4.39% | 4.38% | $1,578.0万 | 21.0万股 | $1,474.2万 | 20.5万股 | +4,495股+2.19% | 加仓 |
| IiShares安硕信托IVLU |
| 3.62% | 3.83% | $1,299.5万 | 31.1万股 | $1,291.6万 | 32.6万股 | -1.5万股-4.54% | 减仓 |
| IiShares安硕信托REET |
| 3.44% | 3.5% | $1,234.1万 | 44.7万股 | $1,179.9万 | 46.9万股 | -2.2万股-4.76% | 减仓 |
| A美国世纪ETF信托AVSC |
| 2.94% | 2.98% | $1,055.2万 | 14.4万股 | $1,004.4万 | 16.1万股 | -1.7万股-10.76% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.92% | 3% | $1,047.7万 | 27.0万股 | $1,009.8万 | 28.8万股 | -1.8万股-6.28% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 2.71% | 2.73% | $972.1万 | 22.8万股 | $921.1万 | 25.7万股 | -3.0万股-11.50% | 减仓 |
| PPimco Active Bond ETFBOND |
| 2.64% | 2.8% | $948.0万 | 10.3万股 | $942.9万 | 10.2万股 | +625股+0.61% | 加仓 |
| GGLOBAL X U.S. NATURAL GAS ETFLNGX |
| 1.65% | 2.24% | $591.4万 | 14.7万股 | $754.7万 | 16.2万股 | -1.5万股-9.03% | 减仓 |
| S道富SPYV |
| 1.09% | 1.17% | $390.0万 | 6.4万股 | $394.2万 | 7.0万股 | -5,518股-7.92% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.04% | 1.01% | $374.1万 | 5.4万股 | $339.7万 | 5.4万股 | -867股-1.59% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.03% | 0.97% | $371.5万 | 4.5万股 | $326.2万 | 4.6万股 | -741股-1.62% | 减仓 |
| WWisdomTree信托AGGY |
| 0.9% | 0.95% | $323.9万 | 7.4万股 | $320.8万 | 7.4万股 | +655股+0.89% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 0.87% | 0.93% | $312.4万 | 11.6万股 | $312.1万 | 11.6万股 | +620股+0.54% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.76% | 0.75% | $272.6万 | 2.3万股 | $251.7万 | 2.6万股 | -2,797股-10.88% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.75% | 0.69% | $269.8万 | 6.1万股 | $233.4万 | 6.0万股 | +749股+1.25% | 加仓 |
 苹果AAPL |
| 0.72% | 0.67% | $260.1万 | 8,990股 | $224.1万 | 8,832股 | +158股+1.79% | 加仓 |
| V先锋领航指数基金VOO |
| 0.66% | 0.62% | $236.3万 | 3,440股 | $209.9万 | 3,513股 | -73股-2.08% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.63% | 0.67% | $227.0万 | 4.2万股 | $224.2万 | 4.2万股 | -451股-1.06% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.62% | 0.63% | $223.8万 | 3.0万股 | $211.4万 | 3.1万股 | -1,640股-5.21% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.61% | 0.6% | $218.2万 | 6.4万股 | $202.4万 | 6.3万股 | +1,108股+1.76% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.46% | 0.49% | $165.6万 | 1.6万股 | $163.5万 | 1.7万股 | -1,864股-10.69% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.45% | 0.49% | $163.4万 | 2.1万股 | $165.6万 | 2.1万股 | -159股-0.75% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.43% | 0.46% | $155.7万 | 3.1万股 | $153.6万 | 3.1万股 | +5股+0.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.43% | 0.36% | $155.2万 | 2,079股 | $120.3万 | 1,850股 | +229股+12.38% | 加仓 |
| IInnovator ETF信托PNOV |
| 0.43% | 0.24% | $155.1万 | 3.5万股 | $81.9万 | 2.0万股 | +1.5万股+74.50% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.4% | 0.43% | $144.5万 | 1.4万股 | $145.5万 | 1.5万股 | -249股-1.71% | 减仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.38% | 0.4% | $136.8万 | 3.0万股 | $135.1万 | 3.0万股 | -12股-0.04% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 0.32% | 0.3% | $114.4万 | 1.4万股 | $100.0万 | 1.4万股 | +75股+0.54% | 加仓 |
| IiShares安硕信托IEFA |
| 0.31% | 0.32% | $111.9万 | 1.2万股 | $108.7万 | 1.2万股 | -418股-3.48% | 减仓 |
| B贝莱德ETF信托BDYN |
| 0.31% | 0.29% | $110.9万 | 4.0万股 | $98.2万 | 4.0万股 | -419股-1.04% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.27% | 0.26% | $98.0万 | 7,666股 | $89.0万 | 8,110股 | -444股-5.47% | 减仓 |
| NNORTHERN LIGHTS FD TRSFLR |
| 0.26% | 0.15% | $94.9万 | 2.5万股 | $49.2万 | 1.4万股 | +1.1万股+77.00% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.25% | 0.24% | $89.8万 | 2.4万股 | $81.7万 | 2.4万股 | +338股+1.41% | 加仓 |
| V先锋领航指数基金VB |
| 0.25% | 0.23% | $88.3万 | 2,914股 | $78.9万 | 3,012股 | -98股-3.25% | 减仓 |
| F第一信托交易所交易基金VIFOCT |
| 0.23% | 0.22% | $82.3万 | 1.6万股 | $75.0万 | 1.6万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.23% | 0.19% | $81.7万 | 2.4万股 | $65.3万 | 2.2万股 | +1,709股+7.62% | 加仓 |
| DDBX ETF信托RVNU |
| 0.22% | 0.25% | $80.2万 | 3.2万股 | $85.6万 | 3.5万股 | -3,059股-8.80% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.22% | 0.22% | $80.0万 | 9,356股 | $73.5万 | 9,536股 | -180股-1.89% | 减仓 |
| S道富SLYG |
| 0.21% | 0.26% | $77.1万 | 6,472股 | $86.3万 | 8,933股 | -2,461股-27.55% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.21% | 0.29% | $76.6万 | 7,021股 | $97.0万 | 1.0万股 | -3,233股-31.53% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.21% | 0.21% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 0.19% | 0.11% | $68.4万 | 5,692股 | $38.6万 | 3,228股 | +2,464股+76.33% | 加仓 |
| V先锋领航指数基金VUG |
| 0.17% | 0.15% | $60.7万 | 7,047股 | $50.8万 | 1,162股 | +5,885股+506.45% | 加仓 |
| IInnovator ETF信托NOCT |
| 0.17% | 0.09% | $60.1万 | 9,619股 | $31.2万 | 5,537股 | +4,082股+73.72% | 加仓 |
