| DDimensional维度ETF信托DFAC |
| 21.43% | 23.64% | $2.43亿 | 753.7万股 | $2.23亿 | 698.3万股 | +55.4万股+7.94% | 加仓 |
| IiShares安硕信托IUSB |
| 11.72% | 13.32% | $1.33亿 | 293.7万股 | $1.26亿 | 275.7万股 | +18.0万股+6.52% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.02% | 3.36% | $5,687.3万 | 73.6万股 | $3,173.8万 | 41.1万股 | +32.5万股+79.27% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.96% | 5.41% | $5,619.6万 | 217.2万股 | $5,102.8万 | 206.4万股 | +10.8万股+5.23% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 4.81% | 5.5% | $5,448.5万 | 218.0万股 | $5,186.2万 | 203.1万股 | +14.9万股+7.33% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 4.24% | 5.12% | $4,803.9万 | 51.0万股 | $4,833.8万 | 50.8万股 | +1,838股+0.36% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 4.2% | 4.81% | $4,763.0万 | 160.5万股 | $4,539.5万 | 150.2万股 | +10.3万股+6.87% | 加仓 |
 苹果AAPL |
| 2.97% | 0.43% | $3,372.3万 | 16.0万股 | $409.0万 | 2.4万股 | +13.6万股+571.27% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.62% | 2.08% | $2,973.1万 | 17.4万股 | $1,958.6万 | 11.9万股 | +5.5万股+46.10% | 加仓 |
| VVanEck ETF信托HYD |
| 2.38% | 0.85% | $2,699.1万 | 52.3万股 | $805.1万 | 15.4万股 | +36.9万股+239.22% | 加仓 |
| IiShares安硕信托IVV |
| 2.37% | 1.39% | $2,690.8万 | 4.9万股 | $1,307.0万 | 2.5万股 | +2.4万股+97.80% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 2.31% | 2.74% | $2,614.8万 | 56.1万股 | $2,585.1万 | 54.9万股 | +1.2万股+2.13% | 加仓 |
| V先锋领航·TOTALBND |
| 2.29% | 0.05% | $2,597.6万 | 36.1万股 | $47.2万 | 6,498股 | +35.4万股+5,448.23% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.67% | 1.95% | $1,891.8万 | 50.5万股 | $1,838.7万 | 50.3万股 | +1,392股+0.28% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.6% | 1.86% | $1,808.9万 | 6.1万股 | $1,754.0万 | 6.1万股 | -104股-0.17% | 减仓 |
| IiShares安硕ESGE |
| 1.41% | 0.53% | $1,595.3万 | 47.6万股 | $503.6万 | 15.6万股 | +32.0万股+204.49% | 加仓 |
| SSPDR道富系列信托HYMB |
| 1.31% | 1.7% | $1,483.2万 | 58.3万股 | $1,608.0万 | 62.6万股 | -4.3万股-6.85% | 减仓 |
 AON SHS CL AAON |
| 1.3% | — | $1,470.1万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 1.04% | 0.72% | $1,175.7万 | 23.8万股 | $675.5万 | 13.5万股 | +10.3万股+76.69% | 加仓 |
 微软MSFT |
| 1% | 1.11% | $1,131.9万 | 2.5万股 | $1,046.6万 | 2.5万股 | +449股+1.80% | 加仓 |
| IiShares安硕信托SUSB |
| 1% | 1.2% | $1,130.2万 | 46.1万股 | $1,131.4万 | 46.2万股 | -704股-0.15% | 减仓 |
| G通用动力VTI |
| 0.94% | 0.79% | $1,060.9万 | 4.0万股 | $742.6万 | 2.9万股 | +1.1万股+38.80% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.79% | 1.05% | $892.5万 | 11.3万股 | $994.5万 | 12.4万股 | -1.1万股-8.97% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.74% | 0.91% | $843.2万 | 22.2万股 | $858.5万 | 22.3万股 | -971股-0.44% | 减仓 |
| DDimensional维度·USDFUV |
| 0.74% | 0.94% | $840.8万 | 21.4万股 | $886.7万 | 21.7万股 | -2,687股-1.24% | 减仓 |
| IiShares安硕信托GVI |
| 0.69% | 0.87% | $786.6万 | 7.4万股 | $822.2万 | 7.6万股 | -2,585股-3.38% | 减仓 |
| IiShares安硕信托ITOT |
| 0.65% | 0.75% | $732.4万 | 6.1万股 | $705.2万 | 6.1万股 | +41股+0.07% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.64% | 0.81% | $727.4万 | 14.5万股 | $763.2万 | 15.1万股 | -5,674股-3.76% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.55% | 0.52% | $627.0万 | 1.2万股 | $493.4万 | 9,433股 | +2,089股+22.15% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.54% | 0.66% | $610.1万 | 7.3万股 | $625.2万 | 7.2万股 | +554股+0.77% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.45% | 0.35% | $508.5万 | 8.4万股 | $326.9万 | 5.4万股 | +3.0万股+55.53% | 加仓 |
| S嘉信策略信托SCHD |
| 0.44% | 0.28% | $503.0万 | 6.5万股 | $268.5万 | 3.3万股 | +3.1万股+94.29% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.39% | 0.26% | $438.5万 | 10.0万股 | $244.6万 | 5.9万股 | +4.2万股+71.08% | 加仓 |
| IiShares安硕·COREIJH |
| 0.38% | 0.19% | $425.8万 | 7.3万股 | $177.0万 | 2.9万股 | +4.4万股+149.64% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.33% | $403.0万 | 2.1万股 | $309.3万 | 1.7万股 | +3,704股+21.60% | 加仓 |
| IiShares安硕信托GVI |
| 0.34% | 0.41% | $385.3万 | 3.7万股 | $387.2万 | 3.7万股 | -119股-0.32% | 减仓 |
| IiShares安硕·COREIJR |
| 0.29% | 0.21% | $328.4万 | 3.1万股 | $196.3万 | 1.8万股 | +1.3万股+73.36% | 加仓 |
 INVESCO RAFI US 1500 SMALL-MID ETFFITB |
| 0.28% | — | $312.2万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| IiShares安硕信托IWD |
| 0.25% | 0.31% | $289.0万 | 1.7万股 | $296.9万 | 1.7万股 | -13股-0.08% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.25% | 0.31% | $279.3万 | 7.8万股 | $295.1万 | 8.0万股 | -2,590股-3.23% | 减仓 |
 英伟达NVDA |
| 0.23% | 0.16% | $265.0万 | 2.1万股 | $151.5万 | 1,677股 | +2.0万股+1,178.89% | 加仓 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 0.2% | 0.34% | $232.2万 | 11.6万股 | $325.2万 | 15.9万股 | -4.3万股-26.94% | 减仓 |
| IiShares安硕IEMG |
| 0.2% | 0.23% | $229.9万 | 4.3万股 | $221.4万 | 4.3万股 | +35股+0.08% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.18% | <0.01% | $200.2万 | 1.8万股 | $3,700 | 33股 | +1.8万股+53,772.73% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 0.17% | 0.22% | $197.7万 | 4.1万股 | $208.3万 | 4.2万股 | -1,336股-3.18% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.17% | 0.1% | $194.1万 | 6.4万股 | $96.5万 | 3.3万股 | +3.1万股+95.00% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.17% | 0.2% | $193.1万 | 2.5万股 | $189.2万 | 2.4万股 | +964股+4.07% | 加仓 |
| V先锋领航指数基金VXF |
| 0.17% | 0.13% | $189.4万 | 1.1万股 | $123.6万 | 7,053股 | +4,167股+59.08% | 加仓 |
| I景顺QQQ信托VOO |
| 0.16% | 0.09% | $178.0万 | 3,716股 | $82.5万 | 1,859股 | +1,857股+99.89% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.15% | 0.19% | $175.7万 | 4,319股 | $177.8万 | 4,229股 | +90股+2.13% | 加仓 |
