| IiShares安硕信托ITOT |
| 8.8% | 9.67% | $6,656.4万 | 44.8万股 | $6,162.5万 | 45.6万股 | -8,681股-1.90% | 减仓 |
| S道富SPYM |
| 8.62% | 9.42% | $6,516.7万 | 81.2万股 | $6,003.9万 | 82.6万股 | -1.4万股-1.65% | 减仓 |
| PPRINCIPAL U.S. MEGA-CAP ETFUSMC |
| 8.09% | 9.04% | $6,117.5万 | 89.4万股 | $5,758.8万 | 92.1万股 | -2.7万股-2.91% | 减仓 |
| DDBX ETF信托DBEF |
| 7.63% | 8.32% | $5,769.1万 | 119.9万股 | $5,300.3万 | 121.1万股 | -1.2万股-1.02% | 减仓 |
| XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF |
| 7.29% | 8.11% | $5,510.6万 | 177.8万股 | $5,169.2万 | 179.1万股 | -1.3万股-0.72% | 减仓 |
| PPacer基金信托COWZ |
| 6.62% | 7.16% | $5,004.1万 | 83.2万股 | $4,560.4万 | 82.8万股 | +3,995股+0.48% | 加仓 |
 CENTRAL SECSCET |
| 6.52% | — | $4,932.3万 | 96.6万股 | $0 | 0股 | +96.6万股 | 新买入 |
| G通用动力VTI |
| 5.8% | 6.32% | $4,385.2万 | 13.1万股 | $4,025.2万 | 13.2万股 | -1,640股-1.24% | 减仓 |
| S道富SPTI |
| 5.53% | 6.32% | $4,183.3万 | 145.1万股 | $4,025.5万 | 139.9万股 | +5.1万股+3.67% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 3.71% | 4.01% | $2,804.0万 | 73.1万股 | $2,556.6万 | 74.8万股 | -1.7万股-2.27% | 减仓 |
| SSPDR道富系列信托SPTL |
| 3.25% | 3.83% | $2,456.8万 | 92.8万股 | $2,439.9万 | 91.8万股 | +1.0万股+1.11% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 3.1% | 3.38% | $2,340.8万 | 27.8万股 | $2,155.0万 | 28.2万股 | -3,673股-1.30% | 减仓 |
| V先锋领航指数基金VUG |
| 2.94% | 3.09% | $2,221.2万 | 4.6万股 | $1,969.4万 | 4.5万股 | +609股+1.36% | 加仓 |
| IiShares安硕信托IWV |
| 2.58% | 2.8% | $1,948.8万 | 5.0万股 | $1,784.7万 | 5.1万股 | -470股-0.92% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.33% | 2.7% | $1,763.0万 | 3.7万股 | $1,722.7万 | 4.1万股 | -3,325股-8.19% | 减仓 |
 苹果AAPL |
| 1.64% | 1.96% | $1,237.8万 | 4.6万股 | $1,246.5万 | 6.1万股 | -1.5万股-25.05% | 减仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 1.61% | 1.79% | $1,217.2万 | 27.0万股 | $1,142.1万 | 27.2万股 | -2,310股-0.85% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 1.57% | 1.8% | $1,189.9万 | 40.6万股 | $1,149.7万 | 39.3万股 | +1.4万股+3.54% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.41% | 1.43% | $1,067.9万 | 19.1万股 | $911.5万 | 16.2万股 | +2.9万股+17.84% | 加仓 |
| NNUSHARES ETF TRNULG |
| 1.33% | 1.58% | $1,007.8万 | 10.3万股 | $1,009.8万 | 10.7万股 | -4,438股-4.13% | 减仓 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 1.13% | 1.3% | $853.5万 | 12.0万股 | $831.3万 | 12.8万股 | -7,995股-6.26% | 减仓 |
| IiShares安硕ESGE |
| 0.88% | 0.96% | $667.8万 | 15.1万股 | $609.8万 | 15.6万股 | -4,489股-2.88% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.85% | 0.95% | $642.5万 | 9.0万股 | $602.4万 | 9.2万股 | -2,253股-2.45% | 减仓 |
| V先锋领航指数基金VOO |
| 0.67% | 0.62% | $506.7万 | 8,080股 | $397.9万 | 7,005股 | +1,075股+15.35% | 加仓 |
 麦当劳MCD |
| 0.5% | 0.49% | $381.9万 | 1.2万股 | $313.0万 | 1.1万股 | +1,781股+16.62% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.4% | 0.43% | $298.8万 | 4.0万股 | $273.6万 | 4.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.29% | 0.15% | $219.9万 | 4,546股 | $93.0万 | 1,869股 | +2,677股+143.23% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.03% | $219.6万 | 6,997股 | $18.5万 | 1,041股 | +5,956股+572.14% | 加仓 |
 礼来LLY |
| 0.24% | 0.01% | $177.8万 | 1,654股 | $3.7万 | 47股 | +1,607股+3,419.15% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.2% | 0.23% | $151.0万 | 2股 | $145.8万 | 2股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.2% | 0.04% | $150.7万 | 1.5万股 | $24.0万 | 2,420股 | +1.3万股+523.35% | 加仓 |
 卡特彼勒CAT |
| 0.19% | — | $145.2万 | 2,535股 | $0 | 0股 | +2,535股 | 新买入 |
 摩根大通JPM |
| 0.18% | 0.05% | $133.7万 | 4,148股 | $34.6万 | 1,192股 | +2,956股+247.99% | 加仓 |
| LLIFESTANCE HEALTHLFST |
| 0.17% | 0.18% | $125.6万 | 17.8万股 | $111.9万 | 21.6万股 | -3.8万股-17.56% | 减仓 |
 亚马逊AMZN |
| 0.15% | 0.05% | $115.7万 | 5,012股 | $30.3万 | 1,383股 | +3,629股+262.40% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.13% | 0.15% | $99.3万 | 7,133股 | $95.8万 | 7,058股 | +75股+1.06% | 加仓 |
| IiShares安硕信托USMV |
| 0.11% | 0.15% | $85.9万 | 9,119股 | $95.7万 | 1.0万股 | -1,071股-10.51% | 减仓 |
| IiShares安硕信托IVV |
| 0.11% | 0.12% | $83.2万 | 1,215股 | $75.4万 | 1,215股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.11% | 0.11% | $82.4万 | 5,720股 | $72.4万 | 2,860股 | +2,860股+100.00% | 加仓 |
 谷歌AGOOGL |
| 0.1% | 0.07% | $78.6万 | 2,512股 | $44.7万 | 2,534股 | -22股-0.87% | 减仓 |
 思科CSCO |
| 0.1% | 0.03% | $75.8万 | 9,839股 | $21.2万 | 3,054股 | +6,785股+222.17% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.09% | — | $70.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 康宁GLW |
| 0.09% | — | $68.1万 | 7,774股 | $0 | 0股 | +7,774股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.08% | 0.09% | $63.6万 | 2,345股 | $55.8万 | 2,345股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.08% | 0.02% | $62.7万 | 2,745股 | $13.8万 | 742股 | +2,003股+269.95% | 加仓 |
 家得宝HD |
| 0.08% | <0.01% | $61.0万 | 1,772股 | $5,866 | 16股 | +1,756股+10,975.00% | 加仓 |
 甲骨文ORCL |
| 0.08% | <0.01% | $59.3万 | 3,044股 | $4,154 | 19股 | +3,025股+15,921.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.08% | 0.08% | $58.0万 | 851股 | $53.3万 | 862股 | -11股-1.28% | 减仓 |
 默沙东MRK |
| 0.07% | 0.03% | $56.1万 | 5,327股 | $16.9万 | 2,130股 | +3,197股+150.09% | 加仓 |
 强生JNJ |
| 0.07% | 0.06% | $55.7万 | 2,692股 | $38.2万 | 2,498股 | +194股+7.77% | 加仓 |
