| G通用动力VTI |
| 12.42% | 12.07% | $1.71亿 | 46.3万股 | $1.47亿 | 45.8万股 | +4,913股+1.07% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 7.7% | 7.6% | $1.06亿 | 137.5万股 | $9,244.5万 | 119.5万股 | +18.0万股+15.06% | 加仓 |
 AVANTIS INTLNGG |
| 6.43% | 6.5% | $8,869.3万 | 99.4万股 | $7,913.0万 | 93.3万股 | +6.2万股+6.61% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 6.15% | 8.78% | $8,474.1万 | 158.4万股 | $1.07亿 | 198.7万股 | -40.3万股-20.30% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 4.62% | 5.26% | $6,374.6万 | 133.5万股 | $6,398.8万 | 133.6万股 | -1,421股-0.11% | 减仓 |
| IiShares安硕信托ICSH |
| 3.94% | 4.59% | $5,431.2万 | 107.4万股 | $5,583.0万 | 110.3万股 | -2.9万股-2.64% | 减仓 |
| A美国世纪ETF信托AVEM |
| 3.42% | 3.82% | $4,712.0万 | 48.8万股 | $4,649.0万 | 57.7万股 | -8.9万股-15.36% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 2.94% | 2.69% | $4,052.2万 | 102.5万股 | $3,272.6万 | 91.6万股 | +10.8万股+11.83% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.21% | 2.13% | $3,051.6万 | 4.1万股 | $2,591.7万 | 4.0万股 | +1,013股+2.54% | 加仓 |
 CENTRAL SECSCET |
| 2.17% | 0.14% | $2,995.5万 | 59.1万股 | $164.9万 | 3.2万股 | +55.9万股+1,727.67% | 加仓 |
| NNUSHARES ETF TRNCLO |
| 2.14% | 1.86% | $2,945.7万 | 117.5万股 | $2,263.5万 | 90.8万股 | +26.7万股+29.38% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 2.07% | 2% | $2,850.2万 | 73.5万股 | $2,436.8万 | 69.5万股 | +3.9万股+5.66% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.03% | 1.95% | $2,801.3万 | 69.7万股 | $2,369.9万 | 70.0万股 | -3,248股-0.46% | 减仓 |
| IiShares安硕信托IVV |
| 1.96% | 1.94% | $2,702.5万 | 3.6万股 | $2,359.3万 | 3.6万股 | -32股-0.09% | 减仓 |
| IiShares安硕信托IWV |
| 1.74% | 1.72% | $2,399.8万 | 5.6万股 | $2,089.0万 | 5.6万股 | -76股-0.13% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.4% | 1.11% | $1,926.5万 | 38.0万股 | $1,355.8万 | 27.1万股 | +10.9万股+40.23% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.38% | 1.65% | $1,907.8万 | 37.4万股 | $2,006.0万 | 39.4万股 | -2.0万股-5.08% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 1.37% | 1.35% | $1,893.1万 | 5.7万股 | $1,644.4万 | 5.7万股 | -63股-0.11% | 减仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 1.31% | 1.23% | $1,803.6万 | 23.2万股 | $1,500.2万 | 19.3万股 | +3.9万股+20.24% | 加仓 |
| V先锋领航指数基金VTV |
| 1.18% | 1.21% | $1,631.3万 | 7.5万股 | $1,473.9万 | 7.5万股 | -270股-0.36% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.17% | 1.24% | $1,612.5万 | 39.1万股 | $1,507.5万 | 38.7万股 | +3,969股+1.03% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.17% | 1.2% | $1,606.8万 | 12.2万股 | $1,465.3万 | 13.1万股 | -9,008股-6.90% | 减仓 |
| DDimensional维度·USDFUV |
| 1.16% | 1.17% | $1,604.0万 | 29.2万股 | $1,426.9万 | 29.4万股 | -2,864股-0.97% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.96% | 0.97% | $1,322.6万 | 38.0万股 | $1,177.7万 | 38.6万股 | -6,176股-1.60% | 减仓 |
| IiShares安硕信托GVI |
| 0.91% | 1.07% | $1,258.3万 | 11.7万股 | $1,302.4万 | 12.3万股 | -5,780股-4.71% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.87% | 0.82% | $1,198.5万 | 4.0万股 | $994.8万 | 4.0万股 | -224股-0.56% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.86% | 0.59% | $1,187.1万 | 23.5万股 | $715.9万 | 14.3万股 | +9.1万股+63.56% | 加仓 |
| VVanEck·CLO ETFCLOI |
| 0.86% | 0.53% | $1,181.2万 | 22.3万股 | $646.3万 | 12.3万股 | +10.0万股+81.90% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.79% | 1.02% | $1,094.4万 | 21.5万股 | $1,238.2万 | 24.3万股 | -2.8万股-11.65% | 减仓 |
| IiShares安硕信托REET |
| 0.71% | 1.02% | $979.0万 | 35.4万股 | $1,243.6万 | 49.4万股 | -14.0万股-28.32% | 减仓 |
| V先锋领航指数基金VUG |
| 0.7% | 0.67% | $969.9万 | 11.3万股 | $810.7万 | 1.9万股 | +9.4万股+506.68% | 加仓 |
 苹果AAPL |
| 0.7% | 0.5% | $961.3万 | 3.3万股 | $603.0万 | 2.4万股 | +9,459股+39.81% | 加仓 |
| AAvantis·U SAVUV |
| 0.66% | 0.65% | $905.7万 | 7.3万股 | $789.7万 | 7.1万股 | +1,108股+1.55% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.63% | 0.7% | $872.4万 | 10.6万股 | $855.9万 | 11.9万股 | -1.3万股-11.21% | 减仓 |
| IiShares安硕信托ITOT |
| 0.62% | 0.61% | $853.6万 | 5.2万股 | $737.3万 | 5.2万股 | +192股+0.37% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.61% | 0.6% | $837.7万 | 16.2万股 | $735.2万 | 16.3万股 | -871股-0.53% | 减仓 |
| A美国世纪ETF信托DSPY |
| 0.56% | — | $770.3万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| MMORGAN STANLEY ETF TRUSTMSOL |
| 0.55% | 0.34% | $756.3万 | 15.0万股 | $407.7万 | 8.1万股 | +6.9万股+85.05% | 加仓 |
| IiShares安硕信托IUSB |
| 0.52% | 0.6% | $716.0万 | 15.5万股 | $729.1万 | 15.8万股 | -2,707股-1.71% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.5% | 0.61% | $694.2万 | 8.9万股 | $748.0万 | 9.5万股 | -6,304股-6.61% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.48% | 0.49% | $666.9万 | 9,483股 | $597.0万 | 9,679股 | -196股-2.03% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.46% | 0.46% | $638.1万 | 22.0万股 | $564.5万 | 22.5万股 | -4,553股-2.02% | 减仓 |
| IiShares安硕信托IWD |
| 0.43% | 0.43% | $591.8万 | 2.4万股 | $523.8万 | 2.5万股 | -103股-0.42% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.42% | 0.76% | $581.2万 | 14.7万股 | $924.4万 | 23.3万股 | -8.5万股-36.71% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.39% | 0.44% | $537.8万 | 10.3万股 | $539.3万 | 10.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.35% | 0.36% | $487.2万 | 7.0万股 | $435.3万 | 7.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.35% | 0.34% | $486.4万 | 3.9万股 | $410.2万 | 9,619股 | +3.0万股+307.19% | 加仓 |
| IiShares安硕信托IVW |
| 0.33% | 0.31% | $459.9万 | 3.3万股 | $378.3万 | 3.3万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.32% | 0.33% | $446.8万 | 9.5万股 | $397.0万 | 8.5万股 | +1.1万股+12.86% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.31% | 0.32% | $433.7万 | 1.8万股 | $386.4万 | 1.8万股 | +62股+0.35% | 加仓 |
