| IiShares安硕信托IVV |
| 23.22% | 22.48% | $3.84亿 | 51.3万股 | $3.34亿 | 51.1万股 | +2,065股+0.40% | 加仓 |
| V先锋领航·FTSEVEA |
| 19.64% | 19.66% | $3.25亿 | 456.6万股 | $2.92亿 | 455.7万股 | +8,887股+0.20% | 加仓 |
| V先锋领航·TOTALBNDX |
| 7.79% | 8.21% | $1.29亿 | 266.2万股 | $1.22亿 | 254.0万股 | +12.2万股+4.82% | 加仓 |
| IiShares安硕·COREIJH |
| 6.83% | 6.64% | $1.13亿 | 146.8万股 | $9,860.7万 | 146.0万股 | +7,598股+0.52% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 6.42% | 6.87% | $1.06亿 | 112.5万股 | $1.02亿 | 107.0万股 | +5.4万股+5.09% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.15% | 5.16% | $8,533.4万 | 143.0万股 | $7,661.8万 | 141.8万股 | +1.2万股+0.85% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 4.3% | 4.59% | $7,118.0万 | 152.1万股 | $6,818.2万 | 145.2万股 | +6.8万股+4.71% | 加仓 |
| IiShares安硕信托IGIB |
| 3.79% | 4.05% | $6,281.1万 | 118.1万股 | $6,011.2万 | 112.9万股 | +5.2万股+4.59% | 加仓 |
| IiShares安硕·COREIJR |
| 3.68% | 3.45% | $6,091.4万 | 41.1万股 | $5,122.5万 | 41.2万股 | -1,351股-0.33% | 减仓 |
| IiShares安硕信托ITOT |
| 3.46% | 3.31% | $5,736.1万 | 35.0万股 | $4,924.3万 | 34.8万股 | +2,264股+0.65% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.06% | 1.98% | $3,404.7万 | 97.8万股 | $2,941.5万 | 96.4万股 | +1.4万股+1.42% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.91% | 1.8% | $3,162.6万 | 93.5万股 | $2,672.4万 | 91.7万股 | +1.7万股+1.87% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.85% | 1.87% | $3,061.8万 | 29.8万股 | $2,774.5万 | 29.0万股 | +7,653股+2.64% | 加仓 |
| IiShares安硕信托GVI |
| 1.67% | 1.76% | $2,759.7万 | 25.6万股 | $2,620.8万 | 24.7万股 | +9,533股+3.86% | 加仓 |
| IiShares安硕信托AGG |
| 1.36% | 1.42% | $2,245.5万 | 22.7万股 | $2,116.8万 | 21.3万股 | +1.4万股+6.39% | 加仓 |
| IiShares安硕ESGE |
| 0.56% | 0.53% | $924.5万 | 16.9万股 | $789.1万 | 17.4万股 | -4,487股-2.59% | 减仓 |
| V先锋领航指数基金VOT |
| 0.55% | 0.5% | $906.9万 | 3.0万股 | $740.7万 | 2.9万股 | +828股+2.88% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.53% | 0.54% | $884.4万 | 4.5万股 | $804.5万 | 4.4万股 | +1,100股+2.52% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.49% | 0.46% | $806.8万 | 14.4万股 | $679.9万 | 14.5万股 | -350股-0.24% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.34% | 0.34% | $564.0万 | 3.6万股 | $503.1万 | 3.4万股 | +1,717股+5.05% | 加仓 |
| V先锋领航指数基金VBK |
| 0.3% | 0.28% | $502.7万 | 1.4万股 | $409.9万 | 1.4万股 | +186股+1.37% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.29% | 0.31% | $488.1万 | 9.3万股 | $458.2万 | 8.7万股 | +5,951股+6.83% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.28% | 0.27% | $467.2万 | 1.9万股 | $408.2万 | 1.9万股 | +437股+2.33% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.26% | 0.25% | $423.5万 | 2.2万股 | $377.9万 | 2.8万股 | -6,209股-21.83% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.24% | 0.24% | $390.7万 | 4.0万股 | $357.9万 | 3.8万股 | +1,803股+4.75% | 加仓 |
| IiShares安硕信托USXF |
| 0.22% | 0.19% | $365.1万 | 5.3万股 | $284.6万 | 5.2万股 | +1,009股+1.96% | 加仓 |
| G通用动力VTI |
| 0.19% | 0.17% | $317.3万 | 8,576股 | $255.9万 | 7,978股 | +598股+7.50% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.18% | 0.19% | $304.9万 | 3.9万股 | $285.1万 | 3.6万股 | +2,770股+7.62% | 加仓 |
| IiShares安硕信托EMB |
| 0.18% | 0.19% | $300.3万 | 3.1万股 | $278.6万 | 3.0万股 | +1,473股+4.97% | 加仓 |
| IiShares安硕信托GVI |
| 0.17% | 0.18% | $279.7万 | 2.6万股 | $260.6万 | 2.4万股 | +1,805股+7.38% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.13% | 0.14% | $214.5万 | 4.5万股 | $211.4万 | 4.4万股 | +783股+1.76% | 加仓 |
| S道富SPIB |
| 0.12% | 0.12% | $198.5万 | 5.9万股 | $184.6万 | 5.5万股 | +4,294股+7.80% | 加仓 |
| V先锋领航指数基金VUG |
| 0.12% | 0.12% | $196.0万 | 2.3万股 | $173.5万 | 3,971股 | +1.9万股+472.88% | 加仓 |
| S嘉信策略信托SCHD |
| 0.11% | 0.11% | $178.3万 | 5.6万股 | $156.6万 | 5.1万股 | +5,198股+10.19% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.08% | 0.08% | $136.9万 | 8,627股 | $120.7万 | 8,231股 | +396股+4.81% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.08% | 0.07% | $128.0万 | 2.4万股 | $110.2万 | 2.2万股 | +1,545股+6.92% | 加仓 |
| V先锋领航指数基金VTV |
| 0.08% | 0.08% | $126.7万 | 5,814股 | $115.7万 | 5,899股 | -85股-1.44% | 减仓 |
| IiShares安硕信托DMXF |
| 0.07% | 0.06% | $113.1万 | 1.3万股 | $94.4万 | 1.3万股 | +863股+6.90% | 加仓 |
| IiShares安硕信托XT |
| 0.07% | 0.06% | $109.8万 | 1.3万股 | $93.8万 | 1.4万股 | -475股-3.45% | 减仓 |
| IiShares安硕信托IXUS |
| 0.07% | 0.06% | $109.2万 | 1.1万股 | $92.2万 | 1.1万股 | +803股+7.54% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.06% | 0.06% | $100.9万 | 8,607股 | $92.3万 | 8,469股 | +138股+1.63% | 加仓 |
| IiShares安硕信托IEFA |
| 0.06% | 0.06% | $100.4万 | 1.0万股 | $95.9万 | 1.1万股 | -201股-1.90% | 减仓 |
| SSPDR道富系列信托SPLB |
| 0.06% | 0.06% | $99.8万 | 4.5万股 | $90.3万 | 4.1万股 | +3,889股+9.57% | 加仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 0.06% | 0.06% | $99.1万 | 3,918股 | $87.8万 | 3,938股 | -20股-0.51% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 0.06% | 0.06% | $92.6万 | 3.9万股 | $85.1万 | 3.7万股 | +2,346股+6.34% | 加仓 |
| S道富XLI |
| 0.05% | 0.05% | $86.4万 | 4,662股 | $78.6万 | 4,858股 | -196股-4.03% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.05% | 0.06% | $83.8万 | 7,818股 | $85.9万 | 7,752股 | +66股+0.85% | 加仓 |
| S道富SPYX |
| 0.05% | 0.05% | $79.4万 | 1.3万股 | $69.4万 | 1.3万股 | -96股-0.73% | 减仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.04% | 0.04% | $74.2万 | 2.0万股 | $66.4万 | 2.0万股 | -413股-2.07% | 减仓 |
| F第一信托交易所交易基金SKYY |
| 0.04% | 0.05% | $73.6万 | 5,472股 | $71.5万 | 6,535股 | -1,063股-16.27% | 减仓 |
