| DDimensional维度ETF信托DFAU |
| 26.94% | 26.16% | $1.33亿 | 258.2万股 | $1.18亿 | 262.2万股 | -4.0万股-1.53% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 11.45% | 11.05% | $5,671.5万 | 67.7万股 | $4,995.8万 | 66.5万股 | +1.2万股+1.80% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 7.28% | 7.41% | $3,606.3万 | 76.9万股 | $3,353.3万 | 78.9万股 | -2.1万股-2.61% | 减仓 |
| G通用动力VTI |
| 7.25% | 6.96% | $3,590.6万 | 9.7万股 | $3,149.0万 | 9.8万股 | -1,125股-1.15% | 减仓 |
| V先锋领航·MIDVO |
| 7.16% | 7.12% | $3,549.8万 | 44.1万股 | $3,220.0万 | 11.2万股 | +32.8万股+292.95% | 加仓 |
| V先锋领航指数基金VUG |
| 6.57% | 6.44% | $3,257.4万 | 37.8万股 | $2,912.1万 | 6.7万股 | +31.1万股+467.19% | 加仓 |
| DDBX ETF信托DBEF |
| 5.33% | 5.7% | $2,639.6万 | 48.3万股 | $2,576.8万 | 52.2万股 | -3.8万股-7.37% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.76% | 3.76% | $1,861.3万 | 31.2万股 | $1,702.8万 | 31.5万股 | -3,202股-1.02% | 减仓 |
| V先锋领航全球基金VDC |
| 3.76% | 4.07% | $1,861.0万 | 8.3万股 | $1,842.1万 | 8.2万股 | +512股+0.62% | 加仓 |
| IiShares安硕信托AGG |
| 1.98% | 2.22% | $981.2万 | 9.9万股 | $1,002.9万 | 10.1万股 | -1,903股-1.88% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.91% | 1.95% | $948.2万 | 9.1万股 | $883.9万 | 9.1万股 | +271股+0.30% | 加仓 |
 iShares安硕·MBSACGL |
| 1.52% | 1.73% | $752.2万 | 8.0万股 | $783.6万 | 8.3万股 | -2,945股-3.57% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.08% | 1.04% | $534.8万 | 7,162股 | $471.7万 | 7,254股 | -92股-1.27% | 减仓 |
 苹果AAPL |
| 1.06% | 1.64% | $525.4万 | 1.8万股 | $742.6万 | 2.9万股 | -1.1万股-37.94% | 减仓 |
 艾伯维ABBV |
| 0.78% | 0.74% | $387.4万 | 1.5万股 | $334.9万 | 1.5万股 | -1股-0.01% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.76% | 0.79% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.75% | 0.69% | $370.9万 | 10.1万股 | $311.5万 | 10.1万股 | -28股-0.03% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.76% | $357.7万 | 7,148股 | $342.7万 | 7,151股 | -3股-0.04% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.56% | $309.5万 | 8,760股 | $251.3万 | 8,760股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.6% | 0.57% | $294.9万 | 8,574股 | $259.7万 | 8,691股 | -117股-1.35% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.56% | 0.53% | $277.1万 | 2.2万股 | $238.3万 | 5,589股 | +1.7万股+299.32% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.55% | 0.56% | $271.3万 | 1.7万股 | $254.3万 | 1.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.51% | 0.49% | $250.5万 | 7,010股 | $223.1万 | 7,760股 | -750股-9.66% | 减仓 |
| Q高通QCOM |
| 0.48% | 0.37% | $236.1万 | 1.3万股 | $169.3万 | 1.3万股 | -369股-2.81% | 减仓 |
| S嘉信策略信托SCHE |
| 0.47% | 0.47% | $232.0万 | 6.4万股 | $210.7万 | 6.4万股 | +33股+0.05% | 加仓 |
| IiShares安硕·COREIJH |
| 0.36% | 0.38% | $180.5万 | 2.3万股 | $170.9万 | 2.5万股 | -1,902股-7.52% | 减仓 |
| IiShares安硕IEMG |
| 0.33% | 0.31% | $164.3万 | 2.0万股 | $138.7万 | 2.0万股 | -49股-0.25% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.31% | 0.31% | $152.5万 | 1.8万股 | $138.9万 | 1.8万股 | -167股-0.93% | 减仓 |
 卡特彼勒CAT |
| 0.31% | 0.22% | $151.9万 | 1,426股 | $101.0万 | 1,426股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.24% | 0.25% | $118.1万 | 4,650股 | $113.7万 | 4,650股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.22% | 0.27% | $109.2万 | 1.2万股 | $123.7万 | 1.2万股 | -10股-0.08% | 减仓 |
 PHILLIPS EDISON &PECO |
| 0.21% | 0.21% | $106.4万 | 2.6万股 | $95.6万 | 2.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.21% | 0.24% | $103.6万 | 2,778股 | $110.2万 | 2,977股 | -199股-6.68% | 减仓 |
| IiShares安硕信托IVW |
| 0.2% | 0.23% | $97.0万 | 7,051股 | $104.2万 | 9,212股 | -2,161股-23.46% | 减仓 |
 希捷STX |
| 0.19% | 0.12% | $94.7万 | 981股 | $54.7万 | 1,397股 | -416股-29.78% | 减仓 |
| IiShares安硕信托SHYG |
| 0.19% | 0.2% | $93.0万 | 2.2万股 | $91.8万 | 2.2万股 | +251股+1.16% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.17% | 0.18% | $83.0万 | 1.6万股 | $81.4万 | 1.6万股 | +87股+0.53% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.15% | 0.18% | $73.1万 | 3,219股 | $80.7万 | 3,824股 | -605股-15.82% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.13% | 0.13% | $65.9万 | 1,610股 | $58.7万 | 1,647股 | -37股-2.25% | 减仓 |
 美光科技MU |
| 0.13% | — | $63.9万 | 554股 | $0 | 0股 | +554股 | 新买入 |
 埃克森美孚XOM |
| 0.12% | 0.17% | $61.9万 | 4,527股 | $76.8万 | 4,527股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.12% | — | $61.2万 | 4,383股 | $0 | 0股 | +4,383股 | 新买入 |
 亚马逊AMZN |
| 0.12% | 0.16% | $60.3万 | 2,529股 | $73.5万 | 3,529股 | -1,000股-28.34% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.12% | 0.11% | $59.6万 | 2.1万股 | $51.9万 | 2.1万股 | -99股-0.48% | 减仓 |
 英伟达NVDA |
| 0.12% | 0.15% | $59.0万 | 2,947股 | $66.4万 | 3,807股 | -860股-22.59% | 减仓 |
| IiShares安硕信托IVV |
| 0.11% | 0.14% | $56.1万 | 750股 | $62.4万 | 955股 | -205股-21.47% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.11% | 0.1% | $52.2万 | 2,206股 | $47.4万 | 2,206股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.1% | 0.14% | $51.5万 | 551股 | $64.9万 | 651股 | -100股-15.36% | 减仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 0.1% | 0.11% | $50.4万 | 6,934股 | $48.4万 | 6,905股 | +29股+0.42% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.1% | 0.11% | $48.1万 | 1.5万股 | $50.4万 | 1.5万股 | 00.00% | 持仓不变 |
