| V先锋领航指数基金VOO |
| 10.72% | 10.12% | $1.76亿 | 25.6万股 | $1.51亿 | 25.2万股 | +4,262股+1.69% | 加仓 |
| S道富SPYV |
| 9.24% | 9.26% | $1.52亿 | 249.7万股 | $1.38亿 | 243.5万股 | +6.2万股+2.55% | 加仓 |
| IiShares安硕·COREIJH |
| 7.59% | 7.25% | $1.25亿 | 161.5万股 | $1.08亿 | 159.8万股 | +1.7万股+1.06% | 加仓 |
| V先锋领航·TOTALBND |
| 6.61% | 7.08% | $1.09亿 | 147.8万股 | $1.05亿 | 143.1万股 | +4.7万股+3.31% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 5.13% | 5.26% | $8,416.1万 | 166.4万股 | $7,831.1万 | 157.0万股 | +9.4万股+6.00% | 加仓 |
| S道富MDYV |
| 4.79% | 4.61% | $7,868.6万 | 83.0万股 | $6,861.9万 | 80.6万股 | +2.4万股+2.94% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.34% | 4.59% | $7,127.1万 | 90.2万股 | $6,828.7万 | 86.1万股 | +4.0万股+4.69% | 加仓 |
| S嘉信·USSCHP |
| 3.95% | 4.19% | $6,479.3万 | 244.5万股 | $6,231.8万 | 234.2万股 | +10.3万股+4.40% | 加仓 |
 iShares安硕·MBSACGL |
| 3.79% | 4.03% | $6,219.7万 | 65.8万股 | $5,999.4万 | 63.2万股 | +2.6万股+4.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3% | 2.89% | $4,918.8万 | 6.6万股 | $4,305.4万 | 6.6万股 | -335股-0.51% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.51% | 2.4% | $4,118.0万 | 92.8万股 | $3,573.6万 | 92.0万股 | +8,711股+0.95% | 加仓 |
| IiShares安硕信托GVI |
| 2.34% | 2.52% | $3,845.9万 | 35.7万股 | $3,748.8万 | 35.3万股 | +4,198股+1.19% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.89% | 1.89% | $3,104.9万 | 83.3万股 | $2,809.1万 | 79.1万股 | +4.3万股+5.40% | 加仓 |
| IiShares安硕·COREIJR |
| 1.76% | 1.6% | $2,889.2万 | 19.5万股 | $2,384.9万 | 19.2万股 | +2,959股+1.54% | 加仓 |
| S嘉信·USSCHX |
| 1.62% | 1.54% | $2,655.0万 | 90.2万股 | $2,284.0万 | 89.1万股 | +1.1万股+1.27% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.55% | 1.43% | $2,541.7万 | 60.9万股 | $2,125.3万 | 57.8万股 | +3.1万股+5.35% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.53% | 1.68% | $2,508.4万 | 47.9万股 | $2,497.5万 | 47.5万股 | +3,446股+0.73% | 加仓 |
| S嘉信策略信托SCHM |
| 1.51% | 1.41% | $2,479.0万 | 67.2万股 | $2,100.2万 | 67.8万股 | -6,004股-0.89% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.44% | 1.5% | $2,368.5万 | 10.4万股 | $2,227.2万 | 10.5万股 | -1,169股-1.11% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.3% | 1.39% | $2,142.0万 | 27.5万股 | $2,070.1万 | 26.4万股 | +1.1万股+4.14% | 加仓 |
| IiShares安硕信托AGG |
| 1.26% | 1.4% | $2,068.3万 | 20.9万股 | $2,076.2万 | 20.9万股 | -189股-0.09% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.2% | 1.14% | $1,962.4万 | 23.8万股 | $1,698.7万 | 23.9万股 | -495股-0.21% | 减仓 |
| V先锋领航指数基金VTV |
| 1.13% | 1.12% | $1,849.0万 | 8.5万股 | $1,664.2万 | 8.5万股 | +24股+0.03% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.08% | 1.04% | $1,769.6万 | 8.1万股 | $1,551.9万 | 8.1万股 | -261股-0.32% | 减仓 |
| IiShares安硕信托IVV |
| 1.07% | 1.04% | $1,760.0万 | 2.4万股 | $1,552.9万 | 2.4万股 | -273股-1.15% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.07% | 1.11% | $1,756.6万 | 8.9万股 | $1,653.2万 | 9.0万股 | -815股-0.91% | 减仓 |
| IiShares安硕信托IJJ |
| 1.06% | 1.06% | $1,748.2万 | 11.8万股 | $1,574.5万 | 11.9万股 | -492股-0.41% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.96% | 0.99% | $1,572.5万 | 7.2万股 | $1,473.3万 | 7.2万股 | -561股-0.78% | 减仓 |
| AAvantis·U SAVUV |
| 0.93% | 0.88% | $1,534.1万 | 12.3万股 | $1,308.5万 | 11.8万股 | +4,516股+3.81% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.91% | 0.88% | $1,486.9万 | 13.6万股 | $1,309.5万 | 13.8万股 | -2,179股-1.57% | 减仓 |
| IiShares安硕信托TIP |
| 0.86% | 0.97% | $1,417.8万 | 13.0万股 | $1,440.6万 | 13.1万股 | -967股-0.74% | 减仓 |
| S嘉信·USSCHA |
| 0.86% | 0.77% | $1,410.8万 | 39.0万股 | $1,152.4万 | 39.6万股 | -5,807股-1.47% | 减仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 0.79% | 0.79% | $1,300.8万 | 11.4万股 | $1,170.6万 | 11.5万股 | -792股-0.69% | 减仓 |
 AVANTIS INTLNGG |
| 0.79% | 0.84% | $1,292.2万 | 14.5万股 | $1,253.0万 | 14.8万股 | -2,824股-1.91% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.78% | 0.75% | $1,278.4万 | 1.8万股 | $1,121.9万 | 1.8万股 | -14股-0.08% | 减仓 |
| IiShares安硕信托IUSV |
| 0.74% | 0.77% | $1,214.4万 | 11.0万股 | $1,140.8万 | 11.2万股 | -1,326股-1.19% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.63% | 0.63% | $1,037.7万 | 14.8万股 | $933.7万 | 15.0万股 | -1,062股-0.71% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.63% | 0.57% | $1,033.7万 | 25.4万股 | $848.8万 | 24.6万股 | +8,690股+3.54% | 加仓 |
| IiShares安硕信托STIP |
| 0.57% | 0.62% | $935.0万 | 9.2万股 | $924.7万 | 8.9万股 | +2,119股+2.37% | 加仓 |
| DDimensional维度·USDFUV |
| 0.5% | 0.49% | $815.7万 | 14.8万股 | $729.6万 | 15.1万股 | -2,280股-1.51% | 减仓 |
| IiShares安硕IEMG |
| 0.45% | 0.42% | $731.6万 | 8.8万股 | $620.4万 | 8.9万股 | -630股-0.71% | 减仓 |
| IiShares安硕信托GVI |
| 0.36% | 0.41% | $588.0万 | 5.5万股 | $610.7万 | 5.7万股 | -2,110股-3.68% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.35% | 0.35% | $582.8万 | 2.4万股 | $522.1万 | 2.4万股 | -49股-0.20% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.35% | 0.34% | $582.8万 | 4.3万股 | $501.4万 | 4.2万股 | +306股+0.72% | 加仓 |
| IiShares安硕信托IWV |
| 0.31% | 0.3% | $505.5万 | 1.2万股 | $439.4万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.28% | 0.28% | $465.0万 | 7.8万股 | $420.7万 | 7.8万股 | +64股+0.08% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.28% | 0.31% | $464.3万 | 9.6万股 | $459.9万 | 9.5万股 | +1,324股+1.40% | 加仓 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 0.25% | 0.28% | $408.5万 | 7.7万股 | $414.4万 | 7.7万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.22% | 0.25% | $364.7万 | 7.3万股 | $377.7万 | 7.6万股 | -3,019股-3.99% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.17% | 0.17% | $281.7万 | 6,880股 | $255.2万 | 7,156股 | -276股-3.86% | 减仓 |
