| G通用动力VTI |
| 17.82% | 16.74% | $3.66亿 | 98.9万股 | $3.11亿 | 96.9万股 | +1.9万股+2.00% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 12.72% | 12.41% | $2.61亿 | 63.7万股 | $2.30亿 | 64.6万股 | -8,825股-1.37% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 11.98% | 11.61% | $2.46亿 | 554.4万股 | $2.16亿 | 554.7万股 | -2,999股-0.05% | 减仓 |
| FFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRA |
| 7.34% | 7.93% | $1.51亿 | 235.0万股 | $1.47亿 | 230.4万股 | +4.6万股+2.00% | 加仓 |
| V先锋领航·TOTALBND |
| 6.55% | 7.03% | $1.35亿 | 183.3万股 | $1.30亿 | 177.2万股 | +6.1万股+3.43% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.8% | 4.77% | $9,862.3万 | 115.4万股 | $8,866.5万 | 115.0万股 | +3,772股+0.33% | 加仓 |
| IiShares安硕信托IXUS |
| 4.24% | 4.23% | $8,697.7万 | 91.1万股 | $7,852.4万 | 90.6万股 | +5,006股+0.55% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.67% | 3.78% | $7,527.9万 | 204.3万股 | $7,017.1万 | 206.6万股 | -2.2万股-1.08% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.77% | 2.63% | $5,677.6万 | 45.7万股 | $4,885.0万 | 11.5万股 | +34.3万股+299.12% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.65% | 2.83% | $5,446.8万 | 112.5万股 | $5,249.0万 | 109.2万股 | +3.2万股+2.95% | 加仓 |
 麦当劳MCD |
| 2.56% | 3.27% | $5,254.4万 | 19.4万股 | $6,079.5万 | 19.6万股 | -1,231股-0.63% | 减仓 |
| FFLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUNDTLTD |
| 2.18% | 2.32% | $4,483.8万 | 45.7万股 | $4,306.5万 | 45.8万股 | -1,030股-0.22% | 减仓 |
| FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT |
| 2.13% | 2.13% | $4,369.8万 | 15.8万股 | $3,947.2万 | 16.4万股 | -5,246股-3.21% | 减仓 |
 苹果AAPL |
| 1.96% | 1.94% | $4,013.7万 | 13.9万股 | $3,604.2万 | 14.2万股 | -3,305股-2.33% | 减仓 |
| IiShares安硕信托ITOT |
| 1.77% | 1.67% | $3,635.3万 | 22.1万股 | $3,107.6万 | 21.8万股 | +3,114股+1.43% | 加仓 |
| IiShares安硕信托REET |
| 1.15% | 1.15% | $2,351.5万 | 85.1万股 | $2,138.6万 | 85.0万股 | +1,040股+0.12% | 加仓 |
 摩根大通JPM |
| 1.02% | 1.05% | $2,086.2万 | 6.4万股 | $1,941.8万 | 6.6万股 | -2,278股-3.45% | 减仓 |
 英伟达NVDA |
| 1% | 0.96% | $2,053.2万 | 10.3万股 | $1,778.4万 | 10.2万股 | +642股+0.63% | 加仓 |
| A美国世纪ETF信托AVRE |
| 0.72% | 0.75% | $1,475.6万 | 31.1万股 | $1,393.3万 | 31.7万股 | -5,070股-1.60% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.5% | $1,051.9万 | 1.5万股 | $936.1万 | 1.5万股 | -222股-1.46% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.51% | 0.47% | $1,040.7万 | 3.5万股 | $869.8万 | 3.5万股 | -435股-1.24% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.44% | 0.45% | $910.6万 | 3.8万股 | $844.8万 | 3.9万股 | -799股-2.03% | 减仓 |
 亚马逊AMZN |
| 0.43% | 0.44% | $889.6万 | 3.7万股 | $810.4万 | 3.9万股 | -1,587股-4.08% | 减仓 |
| IiShares安硕信托AGG |
| 0.42% | 0.46% | $862.4万 | 8.7万股 | $851.7万 | 8.6万股 | +1,333股+1.55% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.37% | 0.36% | $766.7万 | 2.3万股 | $669.0万 | 2.3万股 | -36股-0.16% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.36% | 0.4% | $746.9万 | 11.2万股 | $747.4万 | 11.2万股 | +600股+0.54% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.32% | 0.45% | $654.9万 | 12.9万股 | $827.8万 | 16.6万股 | -3.6万股-21.98% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.31% | 0.34% | $638.8万 | 12.6万股 | $624.5万 | 12.5万股 | +1,460股+1.17% | 加仓 |
 微软MSFT |
| 0.3% | 0.32% | $618.8万 | 1.7万股 | $600.0万 | 1.6万股 | +381股+2.35% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.29% | 0.27% | $594.1万 | 4.9万股 | $492.6万 | 4.9万股 | -244股-0.50% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.26% | 0.27% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.2% | 0.29% | $400.5万 | 1.8万股 | $535.1万 | 1.8万股 | +17股+0.09% | 加仓 |
 美光科技MU |
| 0.18% | 0.06% | $379.4万 | 3,287股 | $118.2万 | 3,498股 | -211股-6.03% | 减仓 |
 好市多COST |
| 0.18% | 0.22% | $376.9万 | 4,029股 | $399.9万 | 4,013股 | +16股+0.40% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.17% | 0.14% | $347.9万 | 6.7万股 | $265.9万 | 5.9万股 | +8,371股+14.20% | 加仓 |
 谷歌AGOOGL |
| 0.17% | 0.15% | $342.9万 | 9,595股 | $275.4万 | 9,578股 | +17股+0.18% | 加仓 |
| Q高通QCOM |
| 0.15% | 0.12% | $314.9万 | 1.7万股 | $219.4万 | 1.7万股 | +2股+0.01% | 加仓 |
| SSPDR道富指数基金RWO |
| 0.15% | 0.16% | $313.8万 | 6.3万股 | $303.1万 | 6.6万股 | -3,078股-4.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.14% | $304.6万 | 4,079股 | $268.2万 | 4,123股 | -44股-1.07% | 减仓 |
 星巴克SBUX |
| 0.15% | — | $298.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 卡特彼勒CAT |
| 0.14% | 0.1% | $286.8万 | 2,693股 | $188.7万 | 2,663股 | +30股+1.13% | 加仓 |
 芝加哥期权交易所CBOE |
| 0.14% | 0.17% | $277.2万 | 1.1万股 | $312.0万 | 1.1万股 | +325股+2.93% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.13% | 0.14% | $262.1万 | 6.4万股 | $257.8万 | 6.6万股 | -2,634股-3.98% | 减仓 |
| TTRI CONTLTY |
| 0.13% | 0.13% | $259.9万 | 7.6万股 | $238.5万 | 7.6万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.12% | 0.1% | $249.6万 | 3,389股 | $193.7万 | 3,355股 | +34股+1.01% | 加仓 |
 泛林集团LRCX |
| 0.12% | 0.06% | $247.4万 | 5,710股 | $106.3万 | 4,973股 | +737股+14.82% | 加仓 |
 伊顿ETN |
| 0.11% | 0.1% | $233.1万 | 5,470股 | $194.9万 | 5,448股 | +22股+0.40% | 加仓 |
 AMD超威AMD |
| 0.11% | 0.03% | $218.7万 | 3,764股 | $49.8万 | 2,447股 | +1,317股+53.82% | 加仓 |
 应用材料AMAT |
| 0.1% | 0.04% | $202.7万 | 2,804股 | $83.2万 | 2,435股 | +369股+15.15% | 加仓 |
 沃尔玛WMT |
| 0.1% | 0.12% | $197.5万 | 1.7万股 | $214.3万 | 1.7万股 | +195股+1.13% | 加仓 |
