| DDimensional维度·USDFUV |
| 18.64% | 18.68% | $5,300.5万 | 179.0万股 | $5,426.0万 | 171.7万股 | +7.3万股+4.25% | 加仓 |
| V先锋领航指数基金VBK |
| 11.04% | 10.64% | $3,140.5万 | 16.1万股 | $3,091.1万 | 15.7万股 | +4,059股+2.59% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 9.68% | 10.25% | $2,752.6万 | 99.2万股 | $2,977.4万 | 95.3万股 | +3.9万股+4.04% | 加仓 |
| V先锋领航指数基金VUG |
| 8.3% | 7.91% | $2,361.4万 | 11.0万股 | $2,297.7万 | 10.3万股 | +7,283股+7.06% | 加仓 |
| G通用动力VTI |
| 6.46% | 6.84% | $1,836.9万 | 10.2万股 | $1,988.3万 | 10.5万股 | -3,059股-2.90% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 6.4% | 6.23% | $1,819.3万 | 46.7万股 | $1,809.0万 | 45.0万股 | +1.7万股+3.80% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.44% | 5.77% | $1,548.1万 | 42.4万股 | $1,676.9万 | 40.3万股 | +2.2万股+5.37% | 加仓 |
| S嘉信策略信托SCHE |
| 5.19% | 5.69% | $1,475.8万 | 65.9万股 | $1,653.9万 | 65.2万股 | +7,166股+1.10% | 加仓 |
| S嘉信·USSCHA |
| 4.98% | 4.76% | $1,414.9万 | 37.4万股 | $1,382.0万 | 35.4万股 | +2.0万股+5.61% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 4.66% | 4.96% | $1,324.8万 | 27.2万股 | $1,441.1万 | 26.4万股 | +7,596股+2.88% | 加仓 |
| V先锋领航指数基金VOO |
| 2.98% | 2.34% | $846.1万 | 2.6万股 | $680.0万 | 2.0万股 | +6,170股+31.47% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.71% | 2.76% | $769.4万 | 5.4万股 | $801.9万 | 5.4万股 | +130股+0.24% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.84% | 1.9% | $521.8万 | 3.9万股 | $551.8万 | 3.8万股 | +145股+0.38% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.67% | 1.84% | $474.2万 | 10.4万股 | $533.3万 | 10.3万股 | +274股+0.27% | 加仓 |
| IiShares安硕信托IVV |
| 1.48% | 1.6% | $421.1万 | 1.2万股 | $465.3万 | 1.2万股 | -531股-4.33% | 减仓 |
| V先锋领航指数基金VB |
| 1.38% | 1.29% | $391.4万 | 2.3万股 | $373.5万 | 2.1万股 | +1,692股+7.98% | 加仓 |
| IiShares安硕IEMG |
| 1.23% | 1.27% | $348.5万 | 8.1万股 | $368.1万 | 7.5万股 | +6,051股+8.07% | 加仓 |
| S嘉信·USSCHX |
| 0.92% | 1.02% | $261.9万 | 6.2万股 | $297.1万 | 6.7万股 | -4,683股-7.04% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.85% | 0.88% | $242.4万 | 2.6万股 | $257.1万 | 2.5万股 | +270股+1.07% | 加仓 |
| V先锋领航指数基金VV |
| 0.77% | 0.79% | $218.4万 | 1.3万股 | $229.9万 | 1.3万股 | +16股+0.12% | 加仓 |
| S嘉信策略信托SCHF |
| 0.62% | 0.57% | $176.9万 | 6.3万股 | $164.9万 | 5.2万股 | +1.0万股+19.96% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.59% | 0.53% | $166.9万 | 8,079股 | $154.7万 | 7,498股 | +581股+7.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.53% | 0.52% | $150.6万 | 4,215股 | $152.0万 | 4,029股 | +186股+4.62% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.48% | 0.5% | $135.5万 | 2.2万股 | $144.4万 | 2.2万股 | -208股-0.96% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.43% | 0.47% | $123.5万 | 1.3万股 | $136.5万 | 1.3万股 | +77股+0.58% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.38% | — | $108.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.36% | — | $102.3万 | 4,863股 | $0 | 0股 | +4,863股 | 新买入 |
