| DDBX ETF信托USSG |
| 7.11% | 6.62% | $2,072.8万 | 29.8万股 | $1,771.2万 | 29.7万股 | +1,637股+0.55% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6% | 6.18% | $1,747.7万 | 42.4万股 | $1,654.3万 | 42.5万股 | -935股-0.22% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 5.83% | 5.26% | $1,699.0万 | 6.2万股 | $1,406.8万 | 6.0万股 | +2,570股+4.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.92% | 3.62% | $1,142.2万 | 3.2万股 | $967.6万 | 3.4万股 | -1,404股-4.16% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.91% | 3.79% | $1,140.6万 | 13.9万股 | $1,013.8万 | 14.3万股 | -4,014股-2.82% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.82% | 3.4% | $1,113.1万 | 27.7万股 | $910.0万 | 26.9万股 | +8,079股+3.01% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.76% | 4.01% | $1,096.2万 | 21.8万股 | $1,072.3万 | 21.5万股 | +3,567股+1.66% | 加仓 |
| NNUSHARES ETF TRNUEM |
| 3.56% | 3.31% | $1,037.9万 | 24.5万股 | $885.4万 | 24.1万股 | +3,570股+1.48% | 加仓 |
 苹果AAPL |
| 3.26% | 3.16% | $950.9万 | 3.3万股 | $845.1万 | 3.3万股 | -438股-1.32% | 减仓 |
| V先锋领航全球基金MGV |
| 3.05% | 2.7% | $889.1万 | 5.4万股 | $723.4万 | 5.0万股 | +4,488股+8.99% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.7% | 2.91% | $787.6万 | 1.1万股 | $779.9万 | 1.2万股 | -1,445股-12.05% | 减仓 |
| NNUVEEN ESGNUSC |
| 2.39% | 2.27% | $696.8万 | 13.4万股 | $607.2万 | 13.5万股 | -1,066股-0.79% | 减仓 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 2.35% | 2.28% | $684.4万 | 60.1万股 | $610.4万 | 59.1万股 | +1.0万股+1.73% | 加仓 |
| IiShares安硕信托SUSB |
| 2.3% | 2.41% | $669.5万 | 26.8万股 | $644.7万 | 25.7万股 | +1.1万股+4.16% | 加仓 |
| V先锋领航·MIDVO |
| 2.28% | 2.12% | $664.6万 | 8.2万股 | $566.2万 | 2.0万股 | +6.3万股+318.42% | 加仓 |
| DDimensional维度·USDFUV |
| 2.14% | 2.3% | $622.8万 | 11.3万股 | $615.8万 | 12.7万股 | -1.4万股-10.91% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.05% | 2.1% | $596.1万 | 4.8万股 | $561.2万 | 1.3万股 | +3.5万股+264.75% | 加仓 |
| SSTANCE SUSTAINABLE BETA ETFCHGX |
| 1.8% | 1.63% | $524.6万 | 15.8万股 | $435.4万 | 16.2万股 | -4,368股-2.69% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.76% | 1.65% | $511.6万 | 17.7万股 | $442.5万 | 16.6万股 | +1.0万股+6.08% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.71% | 1.82% | $499.2万 | 7,098股 | $487.6万 | 7,906股 | -808股-10.22% | 减仓 |
| IiShares安硕信托IBDU |
| 1.62% | 1.77% | $472.2万 | 20.4万股 | $473.9万 | 20.5万股 | -845股-0.41% | 减仓 |
| IiShares安硕信托HYBB |
| 1.61% | 1.69% | $470.4万 | 10.1万股 | $453.1万 | 9.8万股 | +2,862股+2.93% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.54% | 1.36% | $448.5万 | 5.1万股 | $363.9万 | 9,904股 | +4.1万股+415.09% | 加仓 |
| IINVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETFIFLN |
| 1.51% | 1.59% | $439.8万 | 24.0万股 | $424.7万 | 23.7万股 | +3,717股+1.57% | 加仓 |
| IiShares安硕·S&PIUSG |
| 1.36% | 1.25% | $395.9万 | 2.1万股 | $334.6万 | 2.2万股 | -521股-2.42% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.33% | 1.39% | $388.5万 | 5.0万股 | $370.8万 | 4.7万股 | +2,581股+5.46% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 1.32% | 1.39% | $385.4万 | 8.6万股 | $372.4万 | 8.3万股 | +3,000股+3.61% | 加仓 |
| IiShares安硕信托IWD |
| 1.25% | 1.22% | $365.1万 | 1.5万股 | $325.6万 | 1.5万股 | -179股-1.17% | 减仓 |
| NNUSHARES ETF TRNUBD |
| 1.23% | 1.34% | $357.5万 | 16.2万股 | $357.5万 | 16.1万股 | +537股+0.33% | 加仓 |
| I景顺QQQ信托VOO |
| 0.93% | 0.79% | $269.6万 | 3,661股 | $211.5万 | 3,664股 | -3股-0.08% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.79% | 0.87% | $230.3万 | 2.4万股 | $232.7万 | 2.6万股 | -2,351股-8.96% | 减仓 |
| S嘉信策略信托SCHM |
| 0.77% | 0.78% | $224.5万 | 6.1万股 | $209.3万 | 6.8万股 | -6,731股-9.96% | 减仓 |
| IiShares安硕信托EEM |
| 0.75% | 0.69% | $219.6万 | 3.2万股 | $184.1万 | 3.2万股 | -312股-0.96% | 减仓 |
| IiShares安硕·COREIJR |
| 0.74% | 0.68% | $214.9万 | 1.4万股 | $183.1万 | 1.5万股 | -238股-1.62% | 减仓 |
 谷歌AGOOGL |
| 0.74% | 0.77% | $214.3万 | 5,996股 | $206.3万 | 7,174股 | -1,178股-16.42% | 减仓 |
| IiShares安硕信托IVW |
| 0.71% | 1.01% | $206.9万 | 1.5万股 | $270.3万 | 2.4万股 | -8,860股-37.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.65% | $182.1万 | 3,639股 | $174.4万 | 3,639股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 0.57% | 0.7% | $166.1万 | 1.5万股 | $186.8万 | 1.6万股 | -1,200股-7.62% | 减仓 |
| NNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNUDM |
| 0.55% | 0.52% | $160.5万 | 4.0万股 | $139.0万 | 3.8万股 | +1,608股+4.18% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.5% | 0.48% | $146.1万 | 2.7万股 | $128.5万 | 2.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.5% | 0.65% | $145.0万 | 9,395股 | $174.0万 | 1.1万股 | -2,097股-18.25% | 减仓 |
| S嘉信·USSCHX |
| 0.49% | 0.46% | $141.9万 | 4.8万股 | $123.3万 | 4.8万股 | +117股+0.24% | 加仓 |
 亚马逊AMZN |
| 0.48% | 0.46% | $141.0万 | 5,914股 | $124.3万 | 5,966股 | -52股-0.87% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.44% | 0.44% | $129.1万 | 6,069股 | $116.5万 | 6,069股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.47% | $128.9万 | 4,291股 | $124.6万 | 5,022股 | -731股-14.56% | 减仓 |
| S嘉信策略信托SCHD |
| 0.44% | 0.45% | $128.6万 | 4.1万股 | $119.5万 | 3.9万股 | +1,601股+4.11% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.43% | 0.41% | $126.5万 | 4.4万股 | $109.3万 | 4.4万股 | +115股+0.26% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.43% | 0.47% | $126.4万 | 8,195股 | $126.5万 | 8,679股 | -484股-5.58% | 减仓 |
 微软MSFT |
| 0.42% | 0.55% | $121.6万 | 3,261股 | $147.1万 | 3,975股 | -714股-17.96% | 减仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.36% | $116.6万 | 1,557股 | $95.8万 | 1,467股 | +90股+6.13% | 加仓 |
