| DDimensional维度ETF信托DFIC |
| 10.38% | 10.88% | $1.48亿 | 396.7万股 | $1.38亿 | 388.7万股 | +8.0万股+2.05% | 加仓 |
| IiShares安硕信托IVV |
| 9.5% | 8.63% | $1.35亿 | 18.1万股 | $1.10亿 | 16.8万股 | +1.3万股+7.83% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 9.23% | 9.79% | $1.31亿 | 280.1万股 | $1.24亿 | 263.9万股 | +16.1万股+6.11% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 7.61% | 8% | $1.08亿 | 238.4万股 | $1.02亿 | 222.7万股 | +15.8万股+7.08% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 6.89% | 6.78% | $9,811.2万 | 248.1万股 | $8,599.9万 | 240.8万股 | +7.3万股+3.03% | 加仓 |
| IiShares安硕·COREIJH |
| 5.65% | 5.17% | $8,051.6万 | 104.4万股 | $6,565.4万 | 97.2万股 | +7.2万股+7.40% | 加仓 |
| A美国世纪ETF信托AVEM |
| 5.32% | 5.27% | $7,574.7万 | 78.5万股 | $6,682.8万 | 82.9万股 | -4.4万股-5.34% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.73% | 5.29% | $6,736.3万 | 232.6万股 | $6,707.0万 | 267.2万股 | -34.6万股-12.95% | 减仓 |
 美国包装PKG |
| 4.43% | 4.11% | $6,316.8万 | 26.5万股 | $5,213.3万 | 24.6万股 | +1.9万股+7.91% | 加仓 |
| IiShares安硕·COREIJR |
| 3.54% | 3.17% | $5,048.1万 | 34.0万股 | $4,021.1万 | 32.3万股 | +1.7万股+5.22% | 加仓 |
| V先锋领航指数基金VBK |
| 3.48% | 3.3% | $4,964.0万 | 13.6万股 | $4,182.1万 | 13.8万股 | -2,628股-1.90% | 减仓 |
| S嘉信策略信托SCHM |
| 2.93% | 3.13% | $4,171.3万 | 113.1万股 | $3,970.2万 | 128.2万股 | -15.1万股-11.78% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.79% | 2.15% | $3,971.8万 | 31.1万股 | $2,728.4万 | 24.9万股 | +6.2万股+24.93% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.32% | 2.2% | $3,301.6万 | 47.2万股 | $2,787.1万 | 44.6万股 | +2.6万股+5.83% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 2.27% | 2.22% | $3,235.1万 | 111.7万股 | $2,823.1万 | 106.2万股 | +5.5万股+5.14% | 加仓 |
| S嘉信·USSCHA |
| 1.61% | 1.7% | $2,294.2万 | 63.5万股 | $2,154.1万 | 74.1万股 | -10.6万股-14.28% | 减仓 |
 苹果AAPL |
| 1.41% | 1.4% | $2,009.6万 | 6.9万股 | $1,779.7万 | 7.0万股 | -673股-0.96% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.87% | 0.96% | $1,243.7万 | 2.5万股 | $1,215.2万 | 2.5万股 | -505股-1.99% | 减仓 |
| V先锋领航指数基金VOO |
| 0.85% | 0.8% | $1,210.9万 | 1.8万股 | $1,018.2万 | 1.7万股 | +591股+3.47% | 加仓 |
 沃尔玛WMT |
| 0.65% | 0.81% | $927.1万 | 8.2万股 | $1,024.2万 | 8.2万股 | -552股-0.67% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.57% | 0.62% | $814.9万 | 16.1万股 | $787.3万 | 15.7万股 | +3,385股+2.15% | 加仓 |
 微软MSFT |
| 0.55% | 0.62% | $788.3万 | 2.1万股 | $781.1万 | 2.1万股 | +31股+0.15% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.45% | 0.6% | $645.9万 | 27.9万股 | $763.2万 | 32.9万股 | -4.9万股-15.03% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.39% | 0.4% | $562.3万 | 7.9万股 | $506.2万 | 7.9万股 | -76股-0.10% | 减仓 |
| DDimensional维度·USDFUV |
| 0.37% | 0.36% | $521.9万 | 9.5万股 | $462.1万 | 9.5万股 | -482股-0.51% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.36% | 0.35% | $507.6万 | 1.2万股 | $444.6万 | 1.2万股 | -73股-0.59% | 减仓 |
| S嘉信·USSCHX |
| 0.33% | 0.32% | $471.9万 | 16.0万股 | $406.4万 | 15.8万股 | +1,839股+1.16% | 加仓 |
| S嘉信策略信托SCHF |
| 0.33% | 0.39% | $470.5万 | 17.0万股 | $492.9万 | 19.9万股 | -2.9万股-14.72% | 减仓 |
| J骏利亨德森JAAA |
| 0.32% | 0.36% | $459.5万 | 9.1万股 | $456.1万 | 9.1万股 | +460股+0.51% | 加仓 |
 特斯拉TSLA |
| 0.3% | 0.3% | $425.3万 | 1.0万股 | $375.9万 | 1.0万股 | +1股+0.01% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.3% | 0.37% | $420.6万 | 4.0万股 | $474.9万 | 4.9万股 | -8,405股-17.19% | 减仓 |
 CIVISTA BANCSHARES INC COM NO PARCIVB |
| 0.28% | 0.26% | $402.5万 | 14.3万股 | $325.0万 | 14.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.28% | 0.31% | $398.7万 | 3.2万股 | $398.2万 | 9,338股 | +2.3万股+243.83% | 加仓 |
 应用材料AMAT |
| 0.27% | 0.14% | $383.3万 | 5,301股 | $182.2万 | 5,331股 | -30股-0.56% | 减仓 |
| SSPDR黄金信托GLD |
| 0.27% | 0.35% | $377.6万 | 1.0万股 | $441.0万 | 1.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.26% | 0.27% | $367.4万 | 4,919股 | $337.0万 | 5,181股 | -262股-5.06% | 减仓 |
| V先锋领航·MIDVO |
| 0.25% | 0.24% | $362.5万 | 4.5万股 | $309.8万 | 1.1万股 | +3.4万股+317.18% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.24% | 0.24% | $343.7万 | 3.1万股 | $302.9万 | 3.1万股 | +1股+0.00% | 加仓 |
 摩根大通JPM |
| 0.24% | 0.25% | $338.1万 | 1.0万股 | $311.8万 | 1.1万股 | -272股-2.57% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.23% | 0.27% | $327.4万 | 5.5万股 | $338.6万 | 6.3万股 | -7,792股-12.44% | 减仓 |
| S嘉信·USSCHP |
| 0.22% | 0.25% | $319.3万 | 12.0万股 | $317.6万 | 11.9万股 | +1,126股+0.94% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.21% | 0.23% | $305.3万 | 3.3万股 | $294.3万 | 3.7万股 | -3,041股-8.33% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.21% | 0.23% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.19% | 0.18% | $277.2万 | 7,756股 | $222.8万 | 7,748股 | +8股+0.10% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.18% | 0.17% | $257.7万 | 1.7万股 | $219.0万 | 1.5万股 | +1,684股+11.21% | 加仓 |
 英伟达NVDA |
| 0.18% | 0.17% | $254.2万 | 1.3万股 | $220.3万 | 1.3万股 | +70股+0.55% | 加仓 |
| IiShares安硕信托EFV |
| 0.17% | 0.22% | $248.3万 | 3.2万股 | $273.9万 | 3.7万股 | -4,409股-11.97% | 减仓 |
| IiShares安硕信托IWD |
| 0.17% | 0.17% | $243.9万 | 1.0万股 | $213.1万 | 9,975股 | +84股+0.84% | 加仓 |
 艾伯维ABBV |
| 0.16% | 0.24% | $233.5万 | 9,278股 | $307.8万 | 1.4万股 | -4,873股-34.44% | 减仓 |
 卡特彼勒CAT |
| 0.15% | 0.11% | $213.4万 | 2,004股 | $138.1万 | 1,949股 | +55股+2.82% | 加仓 |
