| G通用动力VTI |
| 16.83% | 16.24% | $1.74亿 | 57.3万股 | $1.56亿 | 56.6万股 | +6,545股+1.16% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 12.11% | 12.8% | $1.25亿 | 266.3万股 | $1.23亿 | 262.4万股 | +3.9万股+1.50% | 加仓 |
| A美国世纪ETF信托AVLV |
| 8.13% | 8.2% | $8,408.3万 | 123.3万股 | $7,860.7万 | 120.5万股 | +2.7万股+2.26% | 加仓 |
| A美国世纪ETF信托EFV |
| 6.4% | 6.41% | $6,622.5万 | 106.4万股 | $6,138.9万 | 108.3万股 | -1.9万股-1.75% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 4.39% | 4.53% | $4,536.7万 | 85.0万股 | $4,342.7万 | 83.1万股 | +1.9万股+2.29% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.38% | 4.6% | $4,532.8万 | 75.8万股 | $4,410.6万 | 74.3万股 | +1.5万股+2.07% | 加仓 |
| V先锋领航指数基金VTV |
| 3.73% | 3.77% | $3,856.9万 | 21.8万股 | $3,608.6万 | 20.9万股 | +9,320股+4.46% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.7% | 3.65% | $3,823.3万 | 48.2万股 | $3,493.8万 | 50.1万股 | -1.9万股-3.74% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 3.29% | 3.15% | $3,404.7万 | 25.3万股 | $3,022.9万 | 26.1万股 | -8,155股-3.12% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.25% | 3.11% | $3,358.6万 | 58.9万股 | $2,982.6万 | 58.7万股 | +2,345股+0.40% | 加仓 |
| AAvantis·U SAVUV |
| 3.01% | 3.03% | $3,116.6万 | 34.2万股 | $2,900.4万 | 33.3万股 | +9,381股+2.82% | 加仓 |
| A美国世纪ETF信托AVSC |
| 2.33% | 1.97% | $2,414.3万 | 46.8万股 | $1,889.7万 | 39.0万股 | +7.8万股+19.91% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.31% | 2.22% | $2,384.0万 | 34.8万股 | $2,128.3万 | 35.4万股 | -5,882股-1.66% | 减仓 |
| IiShares安硕信托ITOT |
| 2.03% | 1.7% | $2,098.7万 | 15.5万股 | $1,626.0万 | 13.3万股 | +2.2万股+16.62% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.02% | 2.01% | $2,086.6万 | 42.2万股 | $1,928.2万 | 42.6万股 | -4,139股-0.97% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.5% | 1.4% | $1,556.0万 | 65.3万股 | $1,344.7万 | 62.5万股 | +2.8万股+4.54% | 加仓 |
 AVANTIS INTLNGG |
| 1.13% | 1.09% | $1,166.2万 | 15.8万股 | $1,045.7万 | 15.8万股 | -217股-0.14% | 减仓 |
| V先锋领航指数基金VB |
| 0.99% | 1.27% | $1,023.3万 | 4.3万股 | $1,214.3万 | 5.5万股 | -1.2万股-21.15% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.84% | 0.68% | $869.1万 | 20.4万股 | $647.7万 | 18.1万股 | +2.4万股+13.04% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.82% | 0.84% | $847.1万 | 4.3万股 | $805.8万 | 4.3万股 | +186股+0.43% | 加仓 |
| IiShares安硕信托GVI |
| 0.64% | 0.59% | $658.4万 | 6.2万股 | $567.1万 | 5.4万股 | +8,210股+15.29% | 加仓 |
| IiShares安硕信托EFV |
| 0.63% | 0.65% | $653.5万 | 10.3万股 | $620.7万 | 10.5万股 | -2,366股-2.25% | 减仓 |
| IiShares安硕信托IUSV |
| 0.63% | 0.61% | $652.8万 | 6.9万股 | $584.1万 | 6.3万股 | +5,702股+9.01% | 加仓 |
 3M COMMMM |
| 0.61% | 0.58% | $629.6万 | 4.1万股 | $556.7万 | 3.8万股 | +3,452股+9.11% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.6% | 0.63% | $618.5万 | 22.4万股 | $603.3万 | 22.7万股 | -3,436股-1.51% | 减仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.55% | 0.52% | $568.1万 | 32.9万股 | $502.1万 | 29.3万股 | +3.6万股+12.32% | 加仓 |
 苹果AAPL |
| 0.5% | 0.61% | $517.8万 | 2.5万股 | $580.2万 | 2.6万股 | -879股-3.37% | 减仓 |
| WWisdomTree信托DLS |
| 0.43% | 0.36% | $447.1万 | 6.0万股 | $347.0万 | 5.3万股 | +6,964股+13.25% | 加仓 |
| IiShares安硕信托IEFA |
| 0.4% | 0.37% | $411.4万 | 4.9万股 | $358.6万 | 4.7万股 | +1,876股+3.96% | 加仓 |
| S嘉信策略信托SCHC |
| 0.38% | 0.37% | $396.8万 | 9.9万股 | $358.6万 | 9.9万股 | -76股-0.08% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.35% | 0.35% | $364.4万 | 7.6万股 | $333.0万 | 7.0万股 | +5,834股+8.33% | 加仓 |
| IiShares安硕IEMG |
| 0.35% | 0.33% | $361.5万 | 6.0万股 | $319.0万 | 5.9万股 | +1,121股+1.90% | 加仓 |
| V先锋领航指数基金VV |
| 0.34% | 0.33% | $354.6万 | 1.2万股 | $319.5万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.34% | 0.36% | $349.6万 | 3.2万股 | $341.3万 | 3.3万股 | -651股-1.99% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.32% | 0.39% | $331.5万 | 4.2万股 | $375.5万 | 4.8万股 | -5,864股-12.33% | 减仓 |
| S嘉信·USSCHA |
| 0.32% | 0.31% | $330.7万 | 13.1万股 | $295.2万 | 12.6万股 | +4,703股+3.73% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.3% | 0.36% | $314.1万 | 6.6万股 | $343.8万 | 7.2万股 | -6,052股-8.37% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.29% | 0.45% | $301.2万 | 6.1万股 | $432.5万 | 8.7万股 | -2.6万股-29.51% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.29% | 0.43% | $298.5万 | 3.0万股 | $410.8万 | 4.1万股 | -1.1万股-27.64% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.28% | 0.25% | $287.5万 | 10.0万股 | $244.0万 | 8.9万股 | +1.1万股+12.62% | 加仓 |
| S嘉信策略信托SCHE |
| 0.27% | 0.28% | $283.8万 | 9.4万股 | $270.1万 | 9.8万股 | -3,797股-3.88% | 减仓 |
| S嘉信策略信托SCHF |
| 0.27% | 0.26% | $276.7万 | 12.5万股 | $248.3万 | 12.6万股 | -330股-0.26% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.27% | 0.32% | $274.7万 | 3.5万股 | $305.4万 | 3.9万股 | -4,107股-10.53% | 减仓 |
 微软MSFT |
| 0.27% | 0.22% | $274.3万 | 5,514股 | $207.0万 | 5,513股 | +1股+0.02% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.25% | 0.23% | $262.4万 | 3.6万股 | $220.7万 | 3.5万股 | +1,358股+3.91% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.25% | 0.24% | $256.6万 | 6.1万股 | $228.8万 | 6.3万股 | -2,179股-3.45% | 减仓 |
| S嘉信策略信托SCHR |
| 0.25% | 0.27% | $255.2万 | 10.2万股 | $262.4万 | 10.6万股 | -3,589股-3.40% | 减仓 |
| A美国世纪ETF信托AVMU |
| 0.24% | 0.19% | $248.1万 | 5.5万股 | $182.3万 | 4.0万股 | +1.5万股+38.31% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.21% | 0.21% | $214.1万 | 3.1万股 | $197.3万 | 3.2万股 | -419股-1.32% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.2% | 0.22% | $209.4万 | 2.1万股 | $206.6万 | 2.1万股 | -152股-0.72% | 减仓 |
