| DDimensional维度ETF信托DFAC |
| 9.99% | 8.8% | $2.00亿 | 451.6万股 | $1.57亿 | 404.6万股 | +46.9万股+11.60% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 6.88% | 7.1% | $1.38亿 | 374.3万股 | $1.27亿 | 373.7万股 | +6,179股+0.17% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.45% | 5.39% | $1.09亿 | 133.4万股 | $9,625.9万 | 135.7万股 | -2.4万股-1.76% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 4.01% | 3.98% | $8,036.7万 | 19.6万股 | $7,108.8万 | 19.9万股 | -3,116股-1.56% | 减仓 |
| IiShares安硕信托AGG |
| 3.66% | 3.89% | $7,343.1万 | 74.2万股 | $6,955.1万 | 70.1万股 | +4.1万股+5.89% | 加仓 |
| IiShares安硕信托IVV |
| 3.46% | 3.24% | $6,943.9万 | 9.3万股 | $5,785.5万 | 8.9万股 | +4,153股+4.69% | 加仓 |
| IiShares安硕·COREIJH |
| 2.78% | 2.7% | $5,584.4万 | 72.4万股 | $4,817.5万 | 71.3万股 | +1.1万股+1.52% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.57% | 2.8% | $5,160.0万 | 10.3万股 | $5,005.0万 | 10.4万股 | -1,324股-1.27% | 减仓 |
| IiShares安硕·COREIJR |
| 2.34% | 2.22% | $4,686.2万 | 31.6万股 | $3,961.1万 | 31.9万股 | -2,677股-0.84% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.2% | 2.21% | $4,404.3万 | 106.8万股 | $3,948.4万 | 101.3万股 | +5.4万股+5.36% | 加仓 |
| IiShares安硕信托GVI |
| 2.08% | 2.29% | $4,172.0万 | 38.8万股 | $4,097.3万 | 38.6万股 | +1,667股+0.43% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.08% | 2.26% | $4,166.3万 | 82.4万股 | $4,047.1万 | 81.1万股 | +1.3万股+1.54% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.91% | 1.87% | $3,830.8万 | 30.9万股 | $3,341.1万 | 7.8万股 | +23.0万股+293.74% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.81% | 1.83% | $3,621.1万 | 50.8万股 | $3,265.6万 | 51.0万股 | -1,383股-0.27% | 减仓 |
| IiShares安硕信托IEFA |
| 1.65% | 1.74% | $3,309.2万 | 34.3万股 | $3,116.1万 | 34.4万股 | -1,569股-0.46% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.41% | 1.54% | $2,835.8万 | 12.5万股 | $2,760.4万 | 13.1万股 | -5,838股-4.47% | 减仓 |
 苹果AAPL |
| 1.41% | 1.41% | $2,826.2万 | 9.8万股 | $2,518.2万 | 9.9万股 | -1,554股-1.57% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.39% | 1.27% | $2,785.3万 | 69.3万股 | $2,274.5万 | 67.2万股 | +2.1万股+3.12% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.28% | 1.23% | $2,575.8万 | 49.8万股 | $2,193.0万 | 48.6万股 | +1.2万股+2.53% | 加仓 |
| IiShares安硕IEMG |
| 1.28% | 1.26% | $2,559.7万 | 30.9万股 | $2,251.7万 | 32.3万股 | -1.4万股-4.28% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.26% | 1% | $2,534.3万 | 68.0万股 | $1,789.7万 | 50.4万股 | +17.6万股+35.03% | 加仓 |
| V先锋领航·TOTALBND |
| 0.98% | 1.1% | $1,974.2万 | 26.9万股 | $1,958.7万 | 26.6万股 | +2,937股+1.10% | 加仓 |
| IiShares安硕信托IVW |
| 0.94% | 0.9% | $1,879.2万 | 13.7万股 | $1,600.2万 | 14.1万股 | -4,839股-3.42% | 减仓 |
| G通用动力VTI |
| 0.9% | 0.88% | $1,811.0万 | 4.9万股 | $1,565.9万 | 4.9万股 | +129股+0.26% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.85% | 0.93% | $1,706.2万 | 33.7万股 | $1,668.5万 | 33.0万股 | +7,700股+2.34% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.85% | 0.85% | $1,697.0万 | 28.4万股 | $1,521.3万 | 28.1万股 | +2,853股+1.01% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.73% | $1,521.7万 | 2.0万股 | $1,312.7万 | 2.0万股 | +192股+0.95% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.74% | 0.75% | $1,482.8万 | 6.3万股 | $1,342.6万 | 6.2万股 | +236股+0.38% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.71% | 0.76% | $1,422.8万 | 19股 | $1,364.5万 | 19股 | 00.00% | 持仓不变 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.67% | 0.72% | $1,346.8万 | 28.7万股 | $1,279.5万 | 27.2万股 | +1.5万股+5.57% | 加仓 |
| IiShares安硕信托IWV |
| 0.67% | 0.67% | $1,345.7万 | 3.2万股 | $1,199.5万 | 3.2万股 | -798股-2.47% | 减仓 |
| IiShares安硕信托IWD |
| 0.64% | 0.64% | $1,290.3万 | 5.3万股 | $1,152.7万 | 5.4万股 | -726股-1.35% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.62% | 0.47% | $1,252.6万 | 30.8万股 | $841.2万 | 24.3万股 | +6.5万股+26.59% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.6% | 0.67% | $1,212.2万 | 16.2万股 | $1,198.4万 | 16.4万股 | -2,016股-1.23% | 减仓 |
 谷歌AGOOGL |
| 0.57% | 0.53% | $1,151.1万 | 3.2万股 | $940.5万 | 3.3万股 | -497股-1.52% | 减仓 |
| IiShares安硕信托IJK |
| 0.54% | 0.53% | $1,084.3万 | 9.2万股 | $943.4万 | 9.4万股 | -1,470股-1.57% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.51% | 0.45% | $1,025.0万 | 5.7万股 | $809.9万 | 5.6万股 | +1,422股+2.54% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.49% | 0.48% | $981.4万 | 7.2万股 | $856.8万 | 7.2万股 | -534股-0.74% | 减仓 |
 微软MSFT |
| 0.47% | 0.54% | $941.1万 | 2.5万股 | $960.4万 | 2.6万股 | -716股-2.76% | 减仓 |
| S嘉信策略信托SCHF |
| 0.46% | 0.48% | $930.0万 | 33.6万股 | $851.4万 | 34.4万股 | -8,245股-2.40% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.44% | 0.49% | $887.1万 | 10.8万股 | $880.0万 | 10.7万股 | +1,452股+1.36% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.4% | $878.5万 | 2.5万股 | $720.0万 | 2.5万股 | -235股-0.94% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.44% | 0.32% | $877.6万 | 4.6万股 | $578.1万 | 4.4万股 | +2,562股+5.89% | 加仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.37% | $874.8万 | 1.3万股 | $667.2万 | 1.1万股 | +1,571股+14.07% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.42% | 0.42% | $845.9万 | 29.2万股 | $749.7万 | 29.9万股 | -6,591股-2.21% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.41% | 0.38% | $824.0万 | 2.7万股 | $683.8万 | 2.8万股 | -147股-0.53% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.41% | 0.43% | $819.4万 | 5.2万股 | $774.9万 | 5.2万股 | -475股-0.91% | 减仓 |
| IiShares安硕信托GVI |
| 0.4% | 0.51% | $792.9万 | 7.4万股 | $912.7万 | 8.6万股 | -1.1万股-13.11% | 减仓 |
 强生JNJ |
| 0.39% | 0.42% | $775.5万 | 3.1万股 | $751.6万 | 3.1万股 | -215股-0.70% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.38% | 0.45% | $772.1万 | 15.9万股 | $805.4万 | 15.9万股 | +142股+0.09% | 加仓 |
