| G通用动力VTI |
| 11.25% | 9.91% | $8,927.5万 | 24.1万股 | $5,517.0万 | 16.8万股 | +7.3万股+43.51% | 加仓 |
| IiShares安硕信托SGOV |
| 8.81% | 11.5% | $6,992.0万 | 69.5万股 | $6,403.0万 | 63.6万股 | +5.9万股+9.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.75% | 8.7% | $6,151.2万 | 86.3万股 | $4,840.1万 | 80.8万股 | +5.6万股+6.88% | 加仓 |
| A美国世纪ETF信托AVUS |
| 7.27% | 7.22% | $5,770.7万 | 45.1万股 | $4,018.5万 | 37.0万股 | +8.1万股+21.87% | 加仓 |
| V先锋领航·TOTALBND |
| 6.74% | 12.86% | $5,349.7万 | 72.9万股 | $7,159.8万 | 96.3万股 | -23.4万股-24.30% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 6.52% | 0.4% | $5,175.0万 | 98.7万股 | $224.3万 | 4.2万股 | +94.5万股+2,234.81% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 6.4% | 0.07% | $5,074.4万 | 61.4万股 | $36.7万 | 4,369股 | +61.0万股+13,952.76% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 5.61% | 0.6% | $4,452.9万 | 88.0万股 | $331.5万 | 6.5万股 | +81.5万股+1,260.03% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5% | 5.49% | $3,968.8万 | 89.5万股 | $3,054.2万 | 79.2万股 | +10.3万股+12.99% | 加仓 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 4.35% | 4.39% | $3,453.0万 | 42.4万股 | $2,441.9万 | 32.7万股 | +9.8万股+29.86% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 3.91% | 4.37% | $3,100.0万 | 62.3万股 | $2,433.6万 | 48.7万股 | +13.6万股+27.93% | 加仓 |
 AVANTIS INTLNGG |
| 2.19% | 2.31% | $1,736.3万 | 19.5万股 | $1,285.1万 | 16.3万股 | +3.2万股+19.51% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.13% | 2.34% | $1,687.8万 | 28.3万股 | $1,302.5万 | 24.0万股 | +4.2万股+17.62% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.67% | 1.83% | $1,325.5万 | 31.8万股 | $1,018.3万 | 27.0万股 | +4.8万股+17.82% | 加仓 |
| IiShares安硕·ESGEFA |
| 1.09% | 1.02% | $864.3万 | 8.4万股 | $565.5万 | 6.1万股 | +2.3万股+38.21% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.05% | 0.48% | $836.1万 | 14.4万股 | $268.2万 | 4.6万股 | +9.8万股+215.25% | 加仓 |
| IiShares安硕信托SUSB |
| 0.92% | 0.8% | $732.3万 | 29.3万股 | $442.8万 | 17.5万股 | +11.8万股+67.50% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.91% | 1.16% | $724.1万 | 5.5万股 | $645.4万 | 5.4万股 | +269股+0.49% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.9% | 0.46% | $710.9万 | 8.5万股 | $256.5万 | 3.6万股 | +4.9万股+136.22% | 加仓 |
| V先锋领航指数基金VOO |
| 0.81% | 1.09% | $644.9万 | 9,389股 | $608.0万 | 9,928股 | -539股-5.43% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.72% | 0.65% | $575.0万 | 16.8万股 | $360.0万 | 11.8万股 | +5.0万股+42.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.87% | $539.7万 | 7,227股 | $482.6万 | 7,244股 | -17股-0.23% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.65% | 0.44% | $515.7万 | 10.3万股 | $246.5万 | 4.9万股 | +5.4万股+110.90% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.64% | 0.81% | $510.9万 | 2.4万股 | $451.0万 | 2.4万股 | +236股+0.99% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.62% | 1.08% | $492.2万 | 6.3万股 | $601.2万 | 7.6万股 | -1.3万股-17.09% | 减仓 |
| IiShares安硕信托IVV |
| 0.58% | 0.37% | $459.2万 | 6,132股 | $207.4万 | 3,098股 | +3,034股+97.93% | 加仓 |
| IiShares安硕信托AGG |
| 0.57% | 0.78% | $448.2万 | 4.5万股 | $432.9万 | 4.3万股 | +2,099股+4.86% | 加仓 |
| IiShares安硕ESGE |
| 0.52% | 0.49% | $415.5万 | 7.6万股 | $274.6万 | 6.3万股 | +1.3万股+20.12% | 加仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 0.51% | — | $406.0万 | 15.8万股 | $0 | 0股 | +15.8万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.47% | 0.83% | $369.8万 | 4.7万股 | $462.3万 | 5.8万股 | -1.1万股-19.10% | 减仓 |
 苹果AAPL |
| 0.46% | 0.53% | $368.4万 | 1.3万股 | $294.2万 | 1.2万股 | +1,177股+10.19% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.43% | 0.5% | $339.2万 | 4.1万股 | $278.8万 | 4.0万股 | +999股+2.49% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.39% | 0.52% | $306.6万 | 4.9万股 | $287.9万 | 4.5万股 | +4,008股+8.94% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.38% | 1.14% | $305.4万 | 4.0万股 | $633.8万 | 8.1万股 | -4.1万股-50.94% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.38% | 0.48% | $300.4万 | 5.8万股 | $269.9万 | 5.9万股 | -874股-1.48% | 减仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.36% | 0.43% | $283.5万 | 3.1万股 | $236.7万 | 3.2万股 | -1,170股-3.64% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.3% | 0.3% | $239.7万 | 8.2万股 | $168.9万 | 6.1万股 | +2.1万股+34.68% | 加仓 |
 英伟达NVDA |
| 0.28% | 0.34% | $223.1万 | 1.1万股 | $189.0万 | 1.0万股 | +1,024股+10.11% | 加仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 0.28% | 0.01% | $220.4万 | 9,251股 | $5.6万 | 274股 | +8,977股+3,276.28% | 加仓 |
| IiShares安硕信托IEFA |
| 0.19% | 0.54% | $151.6万 | 1.6万股 | $300.9万 | 3.4万股 | -1.9万股-54.46% | 减仓 |
 摩根大通交易所交易基金CET |
| 0.17% | 0.25% | $138.3万 | 2.7万股 | $137.8万 | 2.7万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.17% | 0.22% | $136.6万 | 1.6万股 | $121.8万 | 1.7万股 | -603股-3.64% | 减仓 |
| EEAGLE BANCORPORATIONEGBN |
| 0.15% | 0.18% | $122.4万 | 4.3万股 | $99.8万 | 4.9万股 | -6,233股-12.63% | 减仓 |
| IiShares安硕信托EFV |
| 0.14% | 0.1% | $112.1万 | 1.5万股 | $54.6万 | 8,054股 | +6,595股+81.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.17% | $95.0万 | 1,899股 | $95.0万 | 1,889股 | +10股+0.53% | 加仓 |
| I景顺QQQ信托VOO |
| 0.1% | 0.12% | $79.3万 | 1,077股 | $64.4万 | 1,073股 | +4股+0.37% | 加仓 |
| S道富SPSM |
| 0.1% | 0.01% | $77.9万 | 1.4万股 | $4.9万 | 1,051股 | +1.2万股+1,185.25% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.09% | 0.13% | $73.1万 | 7,578股 | $73.7万 | 8,065股 | -487股-6.04% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.09% | 0.1% | $71.3万 | 7,390股 | $57.0万 | 7,589股 | -199股-2.62% | 减仓 |
 微软MSFT |
| 0.09% | 0.21% | $71.1万 | 1,907股 | $115.7万 | 2,234股 | -327股-14.64% | 减仓 |
