| IiShares安硕信托IVV |
| 7.98% | 7.84% | $1.07亿 | 14.3万股 | $9,491.1万 | 14.5万股 | -2,363股-1.63% | 减仓 |
| IiShares安硕信托STIP |
| 6.86% | 7.18% | $9,204.5万 | 90.1万股 | $8,690.5万 | 84.0万股 | +6.1万股+7.23% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.97% | 3.6% | $5,323.5万 | 41.6万股 | $4,361.4万 | 39.2万股 | +2.3万股+5.95% | 加仓 |
 CENTRAL SECSCET |
| 2.66% | 2.59% | $3,573.0万 | 70.5万股 | $3,137.7万 | 61.5万股 | +9.0万股+14.59% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 2.51% | 2.44% | $3,364.6万 | 66.4万股 | $2,955.1万 | 59.1万股 | +7.3万股+12.36% | 加仓 |
 贝莱德·MUN TARGET TERM TRBTT |
| 2.41% | 2.63% | $3,231.6万 | 142.0万股 | $3,180.6万 | 140.1万股 | +1.9万股+1.38% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 2.04% | 2% | $2,736.1万 | 49.6万股 | $2,428.2万 | 43.9万股 | +5.7万股+13.04% | 加仓 |
| IiShares安硕信托SGOV |
| 1.97% | 2.4% | $2,646.8万 | 26.3万股 | $2,906.6万 | 28.9万股 | -2.6万股-8.95% | 减仓 |
| S嘉信·USSCHP |
| 1.93% | 2.04% | $2,593.4万 | 97.9万股 | $2,473.8万 | 93.0万股 | +4.9万股+5.27% | 加仓 |
| SSIMPLIFY MBS ETFMTBA |
| 1.93% | 2.1% | $2,588.0万 | 52.7万股 | $2,548.4万 | 51.5万股 | +1.2万股+2.36% | 加仓 |
| IiShares安硕IEMG |
| 1.82% | 1.77% | $2,447.8万 | 29.5万股 | $2,138.0万 | 30.7万股 | -1.1万股-3.60% | 减仓 |
| S嘉信·USSCHX |
| 1.62% | 1.58% | $2,170.9万 | 73.8万股 | $1,912.5万 | 74.6万股 | -8,238股-1.10% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.56% | 1.49% | $2,090.1万 | 40.4万股 | $1,809.9万 | 40.1万股 | +3,228股+0.80% | 加仓 |
| V先锋领航指数基金VTV |
| 1.47% | 1.44% | $1,974.9万 | 9.1万股 | $1,748.0万 | 8.9万股 | +1,526股+1.71% | 加仓 |
| IiShares安硕信托ITOT |
| 1.42% | 1.36% | $1,911.7万 | 11.6万股 | $1,642.8万 | 11.5万股 | +1,033股+0.90% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.42% | 1.38% | $1,905.0万 | 4.7万股 | $1,674.5万 | 4.7万股 | -444股-0.95% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.4% | 1.39% | $1,882.8万 | 31.9万股 | $1,688.1万 | 28.3万股 | +3.6万股+12.61% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.34% | 1.31% | $1,801.9万 | 4.6万股 | $1,592.0万 | 134.4万股 | -129.9万股-96.59% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 1.33% | 1.39% | $1,784.5万 | 15.2万股 | $1,684.1万 | 14.5万股 | +7,591股+5.24% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.31% | 1.39% | $1,757.9万 | 36.5万股 | $1,685.6万 | 36.1万股 | +4,688股+1.30% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.3% | 1.3% | $1,740.6万 | 33.6万股 | $1,580.1万 | 33.7万股 | -695股-0.21% | 减仓 |
| S道富SPYM |
| 1.25% | 1.23% | $1,671.5万 | 19.0万股 | $1,495.8万 | 19.5万股 | -5,220股-2.67% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.16% | 1.28% | $1,558.1万 | 20.6万股 | $1,556.1万 | 20.6万股 | +180股+0.09% | 加仓 |
 苹果AAPL |
| 1.11% | 1.07% | $1,493.5万 | 5.3万股 | $1,289.9万 | 5.1万股 | +2,280股+4.49% | 加仓 |
| IiShares安硕信托IEFA |
| 1.1% | 1.16% | $1,472.4万 | 15.2万股 | $1,408.0万 | 15.6万股 | -3,075股-1.98% | 减仓 |
| G通用动力VTI |
| 1.07% | 1.04% | $1,434.1万 | 3.9万股 | $1,260.7万 | 3.9万股 | -541股-1.38% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.07% | 1.04% | $1,434.0万 | 28.5万股 | $1,264.1万 | 27.7万股 | +7,664股+2.77% | 加仓 |
| IiShares安硕·COREIJR |
| 1.06% | 1.02% | $1,426.8万 | 9.6万股 | $1,230.9万 | 9.9万股 | -2,815股-2.84% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.06% | 0.98% | $1,424.7万 | 35.4万股 | $1,189.6万 | 35.1万股 | +2,983股+0.85% | 加仓 |
| DDOUBLELINE ETF TRUSTDCRE |
| 1.06% | 1.17% | $1,419.4万 | 27.4万股 | $1,412.2万 | 27.2万股 | +2,199股+0.81% | 加仓 |
| S道富SPSM |
| 1.01% | 0.88% | $1,357.9万 | 23.5万股 | $1,069.8万 | 22.1万股 | +1.4万股+6.35% | 加仓 |
| AANGEL OAK FUNDS TRUSTCARY |
| 1.01% | 1.14% | $1,352.8万 | 65.1万股 | $1,376.5万 | 66.3万股 | -1.2万股-1.75% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.01% | 1% | $1,351.5万 | 57.1万股 | $1,206.2万 | 56.1万股 | +9,435股+1.68% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.99% | 0.95% | $1,333.2万 | 30.1万股 | $1,150.7万 | 29.6万股 | +4,427股+1.50% | 加仓 |
| A美国世纪ETF信托AVEE |
| 0.95% | 0.95% | $1,280.4万 | 18.5万股 | $1,146.2万 | 18.1万股 | +3,989股+2.21% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.95% | 0.99% | $1,279.1万 | 31.0万股 | $1,202.2万 | 30.9万股 | +1,501股+0.49% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 0.93% | 0.95% | $1,247.3万 | 46.5万股 | $1,155.2万 | 42.8万股 | +3.6万股+8.45% | 加仓 |
| V先锋领航指数基金VV |
| 0.88% | 0.85% | $1,187.1万 | 3.5万股 | $1,025.6万 | 3.4万股 | +202股+0.59% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.88% | 0.9% | $1,178.9万 | 16.5万股 | $1,092.9万 | 17.1万股 | -5,098股-2.99% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.87% | 0.82% | $1,168.8万 | 12.1万股 | $994.0万 | 12.3万股 | -2,228股-1.81% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.85% | 0.84% | $1,134.2万 | 29.2万股 | $1,016.2万 | 29.0万股 | +2,390股+0.82% | 加仓 |
 VanEck ETF信托MLN |
| 0.84% | 0.86% | $1,127.9万 | 63.4万股 | $1,040.9万 | 59.7万股 | +3.8万股+6.29% | 加仓 |
| IiShares安硕信托IUSV |
| 0.82% | 0.86% | $1,102.4万 | 10.0万股 | $1,035.9万 | 10.1万股 | -1,234股-1.22% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.81% | 0.83% | $1,083.3万 | 18.1万股 | $1,004.1万 | 18.6万股 | -4,294股-2.31% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.73% | 0.79% | $980.4万 | 18.1万股 | $953.7万 | 18.1万股 | +804股+0.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.7% | $908.7万 | 1.8万股 | $847.4万 | 1.8万股 | +476股+2.69% | 加仓 |
| S嘉信·USSCHA |
| 0.67% | 0.61% | $901.9万 | 25.0万股 | $739.0万 | 25.4万股 | -4,492股-1.77% | 减仓 |
| AAvantis·U SAVUV |
| 0.66% | 0.67% | $892.0万 | 7.1万股 | $805.7万 | 7.3万股 | -1,441股-1.98% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.64% | 0.57% | $862.7万 | 10.5万股 | $689.6万 | 9.7万股 | +8,033股+8.26% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.64% | 0.6% | $852.6万 | 20.0万股 | $729.7万 | 20.4万股 | -4,123股-2.02% | 减仓 |
