| S嘉信·USSCHX |
| 16.55% | 16.13% | $1.43亿 | 485.4万股 | $1.25亿 | 488.6万股 | -3.2万股-0.66% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.75% | 5.99% | $4,968.0万 | 84.2万股 | $4,653.1万 | 78.1万股 | +6.1万股+7.80% | 加仓 |
| V先锋领航指数基金VTV |
| 5.53% | 4.75% | $4,774.3万 | 21.9万股 | $3,686.8万 | 18.8万股 | +3.1万股+16.58% | 加仓 |
| S嘉信策略信托SCHF |
| 5.35% | 4.98% | $4,622.6万 | 166.9万股 | $3,868.2万 | 156.3万股 | +10.6万股+6.78% | 加仓 |
| S嘉信·USSCHP |
| 4.98% | 5.2% | $4,302.7万 | 162.4万股 | $4,037.3万 | 151.7万股 | +10.6万股+7.02% | 加仓 |
| S嘉信·USSCHA |
| 4.59% | 3.89% | $3,963.4万 | 109.7万股 | $3,021.8万 | 103.9万股 | +5.8万股+5.57% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.91% | 4.51% | $3,376.0万 | 42.7万股 | $3,504.2万 | 44.2万股 | -1.5万股-3.37% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 3.39% | 3.44% | $2,929.6万 | 43.6万股 | $2,670.1万 | 40.6万股 | +2.9万股+7.19% | 加仓 |
| V先锋领航指数基金VV |
| 3.16% | 3.11% | $2,725.1万 | 7.9万股 | $2,414.6万 | 8.1万股 | -1,558股-1.93% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.03% | 2.58% | $2,618.6万 | 65.1万股 | $2,005.7万 | 59.2万股 | +5.9万股+9.94% | 加仓 |
| S嘉信策略信托SCHE |
| 2.62% | 2.67% | $2,259.6万 | 62.3万股 | $2,071.7万 | 62.9万股 | -5,582股-0.89% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.47% | 2.37% | $2,131.8万 | 30.5万股 | $1,839.2万 | 29.5万股 | +1.0万股+3.56% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.46% | 2.44% | $2,123.4万 | 43.8万股 | $1,893.6万 | 39.4万股 | +4.4万股+11.25% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.44% | 2.58% | $2,108.8万 | 25.5万股 | $2,004.7万 | 24.2万股 | +1.3万股+5.32% | 加仓 |
| IiShares安硕信托SHYG |
| 2.23% | 2.28% | $1,924.6万 | 45.4万股 | $1,768.4万 | 41.8万股 | +3.6万股+8.57% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.05% | 2.12% | $1,770.4万 | 48.1万股 | $1,646.7万 | 48.5万股 | -4,189股-0.86% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 2.04% | 1.88% | $1,758.4万 | 11.4万股 | $1,462.6万 | 10.0万股 | +1.4万股+13.60% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.02% | 2.02% | $1,746.5万 | 32.3万股 | $1,570.0万 | 29.7万股 | +2.6万股+8.69% | 加仓 |
 iShares安硕·MBSACGL |
| 1.98% | 2.02% | $1,708.4万 | 18.1万股 | $1,571.8万 | 16.6万股 | +1.5万股+9.18% | 加仓 |
| S嘉信策略信托SCHC |
| 1.57% | 1.77% | $1,355.0万 | 25.7万股 | $1,377.0万 | 28.1万股 | -2.5万股-8.74% | 减仓 |
| V先锋领航指数基金VB |
| 1.37% | 1.35% | $1,184.7万 | 3.9万股 | $1,051.7万 | 4.0万股 | -1,069股-2.66% | 减仓 |
| IiShares安硕信托TIP |
| 1.3% | 1.48% | $1,122.2万 | 10.3万股 | $1,151.7万 | 10.4万股 | -1,814股-1.74% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.12% | $1,029.7万 | 2.9万股 | $867.4万 | 3.0万股 | -1,097股-3.63% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.13% | 1.19% | $976.0万 | 16.4万股 | $926.4万 | 17.1万股 | -7,900股-4.61% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.1% | 1.22% | $949.6万 | 18.1万股 | $951.2万 | 18.1万股 | +229股+0.13% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.07% | 1.1% | $923.5万 | 19.2万股 | $850.5万 | 18.2万股 | +9,950股+5.47% | 加仓 |
 英伟达NVDA |
| 0.92% | 1.68% | $794.5万 | 4.0万股 | $1,303.6万 | 7.5万股 | -3.5万股-46.88% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.92% | 0.99% | $794.5万 | 11.2万股 | $767.1万 | 12.0万股 | -8,207股-6.86% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.88% | 0.81% | $763.1万 | 21.9万股 | $629.3万 | 20.6万股 | +1.3万股+6.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.83% | 0.58% | $716.0万 | 9,588股 | $451.7万 | 6,946股 | +2,642股+38.04% | 加仓 |
 亚马逊AMZN |
| 0.65% | 0.74% | $565.3万 | 2.4万股 | $573.5万 | 2.8万股 | -3,814股-13.85% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.65% | 0.63% | $561.8万 | 12.7万股 | $492.2万 | 12.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.55% | 0.6% | $476.1万 | 4.9万股 | $466.1万 | 5.0万股 | -250股-0.50% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.53% | 0.57% | $458.6万 | 1.9万股 | $442.4万 | 2.0万股 | -1,487股-7.30% | 减仓 |
| S嘉信策略信托SCHR |
| 0.48% | 0.19% | $416.9万 | 16.9万股 | $144.2万 | 5.8万股 | +11.1万股+192.11% | 加仓 |
| IiShares安硕信托IGIB |
| 0.45% | 0.23% | $386.9万 | 7.3万股 | $174.8万 | 3.3万股 | +4.0万股+121.49% | 加仓 |
| IiShares安硕信托IVV |
| 0.42% | 0.37% | $359.7万 | 4,803股 | $285.6万 | 4,373股 | +430股+9.83% | 加仓 |
 苹果AAPL |
| 0.37% | 0.43% | $323.7万 | 1.1万股 | $336.8万 | 1.3万股 | -2,082股-15.69% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.18% | $313.4万 | 6,263股 | $136.9万 | 2,857股 | +3,406股+119.22% | 加仓 |
 谷歌AGOOGL |
| 0.35% | 0.33% | $300.1万 | 8,397股 | $254.8万 | 8,862股 | -465股-5.25% | 减仓 |
| V先锋领航·TOTALBND |
| 0.33% | 0.59% | $282.7万 | 3.9万股 | $460.2万 | 6.2万股 | -2.4万股-38.37% | 减仓 |
| IiShares安硕信托AGG |
| 0.33% | 0.38% | $282.4万 | 2.9万股 | $293.3万 | 3.0万股 | -1,013股-3.43% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.31% | 0.29% | $267.8万 | 1.4万股 | $227.6万 | 1.4万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.28% | 0.3% | $243.1万 | 6,568股 | $230.8万 | 7,194股 | -626股-8.70% | 减仓 |
| IiShares安硕·COREIJR |
| 0.25% | 0.24% | $218.7万 | 1.5万股 | $186.6万 | 1.5万股 | -262股-1.75% | 减仓 |
| IiShares安硕信托EFV |
| 0.24% | 0.23% | $204.6万 | 2.7万股 | $181.7万 | 2.4万股 | +2,290股+9.37% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.23% | 0.68% | $198.4万 | 8.6万股 | $526.7万 | 22.7万股 | -14.1万股-62.18% | 减仓 |
| IiShares安硕IEMG |
| 0.22% | 0.21% | $191.9万 | 2.3万股 | $161.6万 | 2.3万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.2% | 0.15% | $173.5万 | 1,629股 | $117.8万 | 1,662股 | -33股-1.99% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.2% | 0.32% | $169.8万 | 7.2万股 | $246.1万 | 11.5万股 | -4.3万股-37.39% | 减仓 |
