| V先锋领航指数基金VOO |
| 10.22% | 10.42% | $8,724.4万 | 12.7万股 | $8,522.9万 | 12.8万股 | -1,078股-0.84% | 减仓 |
| V先锋领航·TOTALBND |
| 8.22% | 8.29% | $7,014.3万 | 95.6万股 | $6,778.7万 | 92.6万股 | +3.0万股+3.24% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.46% | 7.59% | $6,362.5万 | 188.0万股 | $6,211.5万 | 187.0万股 | +1.0万股+0.55% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 6.87% | 6.84% | $5,861.1万 | 125.0万股 | $5,597.2万 | 119.4万股 | +5.7万股+4.74% | 加仓 |
| SSPDR道富指数基金SPDW |
| 5.87% | 5.87% | $5,008.9万 | 99.4万股 | $4,801.1万 | 97.6万股 | +1.8万股+1.84% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 4.94% | 4.82% | $4,217.4万 | 39.7万股 | $3,942.7万 | 38.7万股 | +9,527股+2.46% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 4.65% | 4.71% | $3,971.8万 | 86.9万股 | $3,849.9万 | 85.4万股 | +1.5万股+1.81% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.57% | 2.58% | $2,195.7万 | 42.4万股 | $2,113.7万 | 40.9万股 | +1.5万股+3.58% | 加仓 |
| SSPDR道富系列信托TIPX |
| 2.24% | 2.32% | $1,911.0万 | 100.9万股 | $1,893.7万 | 98.5万股 | +2.4万股+2.46% | 加仓 |
| IiShares安硕信托AGG |
| 2.12% | 2.14% | $1,811.4万 | 35.8万股 | $1,749.9万 | 35.1万股 | +7,097股+2.02% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 2.09% | 2.17% | $1,782.1万 | 52.8万股 | $1,778.7万 | 52.7万股 | +1,073股+0.20% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 1.89% | 1.82% | $1,616.7万 | 17.6万股 | $1,488.5万 | 17.3万股 | +3,392股+1.96% | 加仓 |
| S道富SPYM |
| 1.89% | 1.58% | $1,616.3万 | 18.4万股 | $1,291.7万 | 15.2万股 | +3.2万股+21.30% | 加仓 |
| IiShares安硕·S&PIUSG |
| 1.66% | 1.68% | $1,420.0万 | 7.5万股 | $1,372.8万 | 7.6万股 | -881股-1.15% | 减仓 |
| IiShares安硕信托IFRA |
| 1.39% | 1.43% | $1,190.0万 | 18.9万股 | $1,171.5万 | 18.6万股 | +2,439股+1.31% | 加仓 |
| IiShares安硕信托CMF |
| 1.35% | 1.38% | $1,155.2万 | 20.0万股 | $1,126.0万 | 19.7万股 | +3,292股+1.67% | 加仓 |
| V先锋领航指数基金VUG |
| 1.31% | 1.34% | $1,115.4万 | 12.9万股 | $1,095.9万 | 13.0万股 | -498股-0.38% | 减仓 |
| SSPDR行业精选信托XLRE |
| 1.27% | 1.3% | $1,080.7万 | 24.5万股 | $1,060.0万 | 24.0万股 | +5,444股+2.27% | 加仓 |
 苹果AAPL |
| 1.09% | 1.11% | $932.6万 | 3.2万股 | $906.9万 | 3.2万股 | +317股+0.99% | 加仓 |
| SSPDR道富指数基金QEFA |
| 1.08% | 1.14% | $918.4万 | 9.6万股 | $929.0万 | 9.6万股 | -675股-0.70% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.07% | 1.08% | $914.0万 | 3.9万股 | $885.7万 | 3.9万股 | -71股-0.18% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 1.07% | 1.12% | $909.7万 | 22.2万股 | $913.5万 | 22.4万股 | -1,431股-0.64% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.04% | 1.06% | $890.1万 | 10.4万股 | $865.8万 | 10.4万股 | +320股+0.31% | 加仓 |
| IiShares安硕信托DSI |
| 1.04% | 1.05% | $890.0万 | 6.3万股 | $856.4万 | 6.3万股 | -395股-0.63% | 减仓 |
| DDBX ETF信托USSG |
| 1.02% | 1.02% | $868.0万 | 12.5万股 | $838.4万 | 12.6万股 | -717股-0.57% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.99% | 1.13% | $843.1万 | 17.1万股 | $926.2万 | 16.8万股 | +2,838股+1.69% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.96% | 1% | $821.6万 | 7.9万股 | $815.2万 | 8.0万股 | -795股-1.00% | 减仓 |
| IiShares安硕信托GVI |
| 0.95% | 0.94% | $809.0万 | 7.6万股 | $769.2万 | 7.2万股 | +3,620股+5.00% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.9% | 0.91% | $769.3万 | 6.0万股 | $742.6万 | 6.0万股 | -253股-0.42% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.82% | 0.82% | $696.3万 | 13.7万股 | $668.2万 | 13.3万股 | +4,523股+3.40% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.76% | 0.77% | $651.4万 | 22.5万股 | $627.4万 | 22.5万股 | +365股+0.16% | 加仓 |
| IiShares安硕信托IEFA |
| 0.76% | 0.77% | $646.2万 | 6.7万股 | $630.6万 | 6.6万股 | +818股+1.24% | 加仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 0.71% | 0.73% | $606.8万 | 8.2万股 | $597.4万 | 8.1万股 | +1,361股+1.68% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.7% | 0.73% | $595.4万 | 12.3万股 | $594.7万 | 12.3万股 | +180股+0.15% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.69% | 0.7% | $592.5万 | 5.9万股 | $574.8万 | 5.8万股 | +1,210股+2.10% | 加仓 |
| IiShares安硕信托GVI |
| 0.65% | 0.54% | $555.0万 | 5.2万股 | $444.0万 | 4.2万股 | +9,987股+24.02% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.61% | 0.61% | $517.8万 | 10.9万股 | $496.3万 | 10.5万股 | +4,306股+4.10% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.56% | $480.2万 | 2.4万股 | $455.7万 | 2.3万股 | +809股+3.49% | 加仓 |
| NNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNUDM |
| 0.49% | 0.48% | $417.9万 | 10.4万股 | $394.1万 | 10.4万股 | +880股+0.85% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.48% | 0.5% | $413.7万 | 8.6万股 | $406.7万 | 8.5万股 | +1,102股+1.29% | 加仓 |
| I景顺交易所交易基金IIEELV |
| 0.48% | 0.52% | $407.3万 | 14.7万股 | $426.9万 | 14.8万股 | -1,232股-0.83% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.48% | 0.48% | $406.2万 | 4.0万股 | $393.4万 | 3.9万股 | +497股+1.27% | 加仓 |
| IiShares安硕信托SUSB |
| 0.45% | 0.45% | $381.6万 | 15.3万股 | $371.7万 | 14.9万股 | +3,861股+2.59% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.44% | 0.36% | $375.0万 | 4.9万股 | $294.6万 | 3.9万股 | +1.0万股+25.93% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.48% | $351.8万 | 9,957股 | $394.2万 | 1.0万股 | -301股-2.93% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.39% | 0.4% | $335.8万 | 9,915股 | $325.7万 | 9,957股 | -42股-0.42% | 减仓 |
| G通用动力VTI |
| 0.37% | 0.38% | $316.2万 | 8,544股 | $308.8万 | 8,651股 | -107股-1.24% | 减仓 |
| SSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETFNANR |
| 0.36% | 0.39% | $305.1万 | 4.0万股 | $316.7万 | 3.8万股 | +2,201股+5.76% | 加仓 |
 谷歌AGOOGL |
| 0.32% | 0.32% | $272.0万 | 7,612股 | $265.8万 | 6,842股 | +770股+11.25% | 加仓 |
| FFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRA |
| 0.3% | 0.32% | $258.5万 | 4.0万股 | $261.8万 | 4.0万股 | +376股+0.94% | 加仓 |
