| V先锋领航·FTSEVEA |
| 32.81% | 37.42% | $3.02亿 | 423.3万股 | $2.75亿 | 429.4万股 | -6.1万股-1.42% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 27.56% | 24.65% | $2.53亿 | 571.1万股 | $1.81亿 | 466.5万股 | +104.7万股+22.44% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.14% | 2.3% | $3,801.5万 | 102.0万股 | $1,692.1万 | 47.6万股 | +54.4万股+114.23% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 4.02% | 4.4% | $3,694.3万 | 9.0万股 | $3,232.9万 | 9.1万股 | -454股-0.50% | 减仓 |
| DDimensional维度·USDFUV |
| 3.31% | 3.68% | $3,042.4万 | 55.3万股 | $2,709.8万 | 55.9万股 | -6,135股-1.10% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.17% | 1.48% | $2,911.1万 | 37.7万股 | $1,087.0万 | 14.0万股 | +23.6万股+168.31% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.9% | 3.37% | $2,668.2万 | 38.2万股 | $2,478.6万 | 39.7万股 | -1.5万股-3.82% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 2.73% | 3.17% | $2,510.4万 | 49.2万股 | $2,334.6万 | 45.8万股 | +3.4万股+7.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.75% | $1,520.6万 | 2.0万股 | $1,285.7万 | 2.0万股 | +592股+2.99% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.56% | 1.16% | $1,429.8万 | 14.8万股 | $851.3万 | 9.6万股 | +5.2万股+54.50% | 加仓 |
| IiShares安硕·COREIJR |
| 1.49% | 1.56% | $1,371.2万 | 9.2万股 | $1,148.5万 | 9.2万股 | +65股+0.07% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.49% | 0.81% | $1,367.0万 | 33.6万股 | $596.2万 | 17.3万股 | +16.4万股+94.93% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.1% | 1.21% | $1,014.9万 | 12.3万股 | $891.7万 | 12.5万股 | -2,100股-1.68% | 减仓 |
| V先锋领航指数基金VOO |
| 1.06% | 1.15% | $971.3万 | 1.4万股 | $842.9万 | 1.4万股 | +35股+0.25% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.99% | 1.05% | $913.5万 | 7.4万股 | $771.7万 | 1.8万股 | +5.5万股+306.50% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.96% | 0.84% | $879.1万 | 11.5万股 | $620.4万 | 8.3万股 | +3.3万股+39.37% | 加仓 |
| V先锋领航·TOTALBND |
| 0.81% | 0.38% | $748.9万 | 10.2万股 | $282.4万 | 3.8万股 | +6.4万股+166.02% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.66% | 0.63% | $607.3万 | 2.0万股 | $466.7万 | 1.9万股 | +1,393股+7.40% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.6% | 0.67% | $548.6万 | 6.4万股 | $494.8万 | 6.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.55% | 0.63% | $510.1万 | 6,811股 | $466.9万 | 7,148股 | -337股-4.71% | 减仓 |
| IiShares安硕信托ITOT |
| 0.54% | 0.59% | $499.2万 | 3.0万股 | $432.3万 | 3.0万股 | +38股+0.13% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.46% | 0.52% | $421.1万 | 7.1万股 | $384.3万 | 7.1万股 | -546股-0.77% | 减仓 |
| G通用动力VTI |
| 0.39% | 0.41% | $359.3万 | 9,709股 | $301.0万 | 9,384股 | +325股+3.46% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.39% | 0.44% | $354.3万 | 7.0万股 | $321.6万 | 6.4万股 | +6,508股+10.24% | 加仓 |
 AVANTIS INTLNGG |
| 0.38% | 0.33% | $352.6万 | 4.0万股 | $245.5万 | 2.9万股 | +1.1万股+36.61% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.38% | 0.51% | $346.6万 | 4.6万股 | $377.5万 | 5.0万股 | -4,091股-8.20% | 减仓 |
| IiShares安硕IEMG |
| 0.28% | 0.3% | $258.3万 | 3.1万股 | $221.4万 | 3.2万股 | -570股-1.80% | 减仓 |
| IiShares安硕信托IBDR |
| 0.27% | 0.33% | $243.8万 | 10.1万股 | $241.4万 | 10.0万股 | +997股+1.00% | 加仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.24% | 0.18% | $220.3万 | 2.9万股 | $132.6万 | 1.8万股 | +1.2万股+66.17% | 加仓 |
| AALPS ETF信托ENFR |
| 0.21% | 0.27% | $194.8万 | 5.1万股 | $195.3万 | 5.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.2% | 0.22% | $185.1万 | 1.2万股 | $162.1万 | 1.2万股 | +75股+0.64% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.2% | 0.24% | $180.5万 | 3.6万股 | $179.4万 | 3.6万股 | +218股+0.61% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.2% | 0.24% | $179.4万 | 3.3万股 | $174.4万 | 3.3万股 | +164股+0.50% | 加仓 |
| S嘉信策略信托SCHF |
| 0.19% | 0.21% | $177.5万 | 6.4万股 | $157.9万 | 6.4万股 | +258股+0.40% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.17% | 0.2% | $156.0万 | 1.5万股 | $147.0万 | 1.5万股 | -122股-0.81% | 减仓 |
| IiShares安硕信托IWD |
| 0.16% | 0.18% | $147.4万 | 6,081股 | $129.3万 | 6,051股 | +30股+0.50% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.15% | 0.17% | $135.6万 | 5.2万股 | $122.6万 | 5.2万股 | +23股+0.04% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.12% | 0.08% | $109.3万 | 1.1万股 | $55.2万 | 6,855股 | +4,468股+65.18% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.12% | 0.11% | $108.4万 | 1.1万股 | $83.3万 | 1.1万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 0.11% | 0.13% | $103.8万 | 8,108股 | $95.3万 | 8,571股 | -463股-5.40% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.11% | 0.12% | $102.6万 | 2.2万股 | $90.2万 | 2.2万股 | +50股+0.23% | 加仓 |
 LoewsL |
| 0.08% | 0.1% | $76.4万 | 6,750股 | $72.0万 | 6,750股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.08% | 0.11% | $75.5万 | 5,487股 | $79.7万 | 7,050股 | -1,563股-22.17% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 0.08% | 0.07% | $72.9万 | 1.0万股 | $54.7万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.07% | 0.08% | $66.8万 | 6,917股 | $60.6万 | 6,698股 | +219股+3.27% | 加仓 |
| I景顺QQQ信托VOO |
| 0.07% | 0.05% | $65.9万 | 895股 | $38.8万 | 673股 | +222股+32.99% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.07% | 0.08% | $65.7万 | 2,705股 | $56.7万 | 2,610股 | +95股+3.64% | 加仓 |
 iShares安硕·MBSACGL |
| 0.07% | — | $65.6万 | 6,941股 | $0 | 0股 | +6,941股 | 新买入 |
| SSPDR行业精选信托XLU |
| 0.07% | — | $61.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.07% | 0.08% | $60.5万 | 5,914股 | $55.9万 | 5,914股 | 00.00% | 持仓不变 |
