| IiShares安硕IEMG |
| 8.89% | 9.21% | $4,020.8万 | 48.5万股 | $3,541.6万 | 50.8万股 | -2.2万股-4.41% | 减仓 |
| IiShares安硕·COREIJH |
| 7.76% | 8.16% | $3,509.3万 | 45.5万股 | $3,137.8万 | 46.5万股 | -9,562股-2.06% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 4.07% | 3.92% | $1,839.9万 | 14.4万股 | $1,509.1万 | 13.8万股 | +6,378股+4.64% | 加仓 |
| V先锋领航·MIDVO |
| 3.82% | 4.04% | $1,726.9万 | 21.4万股 | $1,554.0万 | 5.4万股 | +16.0万股+296.07% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 3.51% | 3.89% | $1,587.6万 | 45.3万股 | $1,495.5万 | 44.4万股 | +9,041股+2.04% | 加仓 |
| S嘉信策略信托SCHF |
| 3.42% | 3.69% | $1,549.2万 | 55.9万股 | $1,420.9万 | 57.4万股 | -1.5万股-2.58% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 3.25% | 3.28% | $1,468.6万 | 11.8万股 | $1,260.4万 | 3.0万股 | +8.9万股+300.11% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 3.13% | 3.21% | $1,414.3万 | 13.3万股 | $1,233.9万 | 13.2万股 | +1,406股+1.07% | 加仓 |
| S嘉信策略信托SCHM |
| 3.03% | 3.06% | $1,370.4万 | 37.2万股 | $1,175.3万 | 38.0万股 | -7,954股-2.10% | 减仓 |
| S嘉信·USSCHX |
| 2.83% | 2.94% | $1,281.2万 | 43.5万股 | $1,129.5万 | 44.1万股 | -5,204股-1.18% | 减仓 |
| S嘉信·USSCHA |
| 2.66% | 2.57% | $1,201.9万 | 33.3万股 | $990.1万 | 34.0万股 | -7,810股-2.29% | 减仓 |
| S嘉信策略信托SCHE |
| 2.63% | 2.86% | $1,190.2万 | 32.8万股 | $1,100.8万 | 33.4万股 | -5,832股-1.75% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2.45% | 2.85% | $1,110.2万 | 13.5万股 | $1,095.7万 | 14.0万股 | -4,792股-3.43% | 减仓 |
| IiShares安硕信托IVV |
| 2.1% | 2.08% | $951.4万 | 1.3万股 | $798.0万 | 1.2万股 | +487股+3.99% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.08% | 2.16% | $942.5万 | 27.1万股 | $829.0万 | 27.2万股 | -1,075股-0.40% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.82% | 2.12% | $821.6万 | 17.1万股 | $815.4万 | 17.4万股 | -3,706股-2.12% | 减仓 |
| IiShares安硕信托IWD |
| 1.51% | 1.58% | $683.0万 | 2.8万股 | $608.5万 | 2.8万股 | -306股-1.07% | 减仓 |
| V先锋领航指数基金VB |
| 1.44% | 1.44% | $650.7万 | 2.1万股 | $555.6万 | 2.1万股 | +253股+1.19% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.22% | 1.19% | $550.0万 | 16.3万股 | $459.0万 | 15.8万股 | +4,952股+3.14% | 加仓 |
| IISHARES MORNINGSTAR US EQUITY ETFILCB |
| 0.89% | 0.92% | $404.5万 | 3.9万股 | $351.9万 | 3.9万股 | -133股-0.34% | 减仓 |
 帕兰提尔PLTR |
| 0.84% | 1.31% | $381.9万 | 3.3万股 | $503.8万 | 3.4万股 | -1,702股-4.94% | 减仓 |
| IiShares安硕信托ILCG |
| 0.83% | 0.81% | $375.8万 | 3.2万股 | $310.9万 | 3.3万股 | -440股-1.35% | 减仓 |
| V先锋领航指数基金VUG |
| 0.79% | 0.76% | $356.5万 | 4.1万股 | $294.0万 | 6,730股 | +3.5万股+514.98% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.78% | 0.86% | $351.5万 | 4.5万股 | $332.3万 | 4.2万股 | +2,732股+6.45% | 加仓 |
 苹果AAPL |
| 0.77% | 0.77% | $348.4万 | 1.2万股 | $296.2万 | 1.2万股 | +372股+3.19% | 加仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.75% | 0.77% | $337.6万 | 3.5万股 | $297.8万 | 3.6万股 | -731股-2.05% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.74% | 0.75% | $334.6万 | 1.2万股 | $289.1万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.71% | 0.71% | $321.8万 | 5.4万股 | $274.7万 | 5.1万股 | +3,097股+6.09% | 加仓 |
| V先锋领航指数基金VOO |
| 0.69% | 0.42% | $311.4万 | 4,533股 | $161.1万 | 2,696股 | +1,837股+68.14% | 加仓 |
| IiShares安硕信托IEFA |
| 0.67% | 0.67% | $301.3万 | 3.1万股 | $256.8万 | 2.8万股 | +2,830股+9.98% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.64% | 0.67% | $289.7万 | 7,074股 | $256.0万 | 7,179股 | -105股-1.46% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.61% | 0.66% | $273.7万 | 11.6万股 | $255.3万 | 11.9万股 | -3,189股-2.68% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.58% | 0.64% | $260.2万 | 1.1万股 | $245.7万 | 1.1万股 | -601股-5.31% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.55% | 0.57% | $250.0万 | 3,347股 | $218.2万 | 3,355股 | -8股-0.24% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.53% | 0.46% | $238.9万 | 7,951股 | $178.3万 | 7,191股 | +760股+10.57% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.5% | 0.41% | $228.3万 | 3.2万股 | $157.7万 | 2.5万股 | +7,432股+30.20% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.47% | $213.6万 | 1.1万股 | $179.7万 | 1.0万股 | +371股+3.60% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.44% | 0.53% | $199.8万 | 8.3万股 | $204.9万 | 8.4万股 | -1,653股-1.96% | 减仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.43% | 0.54% | $196.7万 | 8.0万股 | $206.0万 | 8.3万股 | -3,566股-4.28% | 减仓 |
| IiShares安硕信托MTUM |
| 0.42% | — | $191.4万 | 5,584股 | $0 | 0股 | +5,584股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.41% | 0.41% | $183.9万 | 8,438股 | $158.3万 | 8,068股 | +370股+4.59% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.4% | 0.25% | $182.0万 | 2.0万股 | $94.7万 | 1.0万股 | +9,523股+92.13% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.37% | 0.4% | $168.7万 | 5.4万股 | $153.2万 | 5.5万股 | -767股-1.39% | 减仓 |
| IiShares安硕信托SHYG |
| 0.37% | 0.44% | $168.2万 | 4.0万股 | $169.3万 | 4.0万股 | -370股-0.92% | 减仓 |
| IISHARES TR MRGSTR SM CP ETFISCB |
| 0.35% | 0.36% | $159.5万 | 2.1万股 | $140.1万 | 2.2万股 | -409股-1.90% | 减仓 |
| S嘉信策略信托SCHC |
| 0.35% | 0.39% | $159.4万 | 3.0万股 | $149.2万 | 3.0万股 | -273股-0.90% | 减仓 |
 微软MSFT |
| 0.34% | 0.39% | $156.0万 | 4,182股 | $150.8万 | 4,073股 | +109股+2.68% | 加仓 |
 谷歌AGOOGL |
| 0.34% | 0.23% | $154.6万 | 4,325股 | $89.0万 | 3,095股 | +1,230股+39.74% | 加仓 |
| V先锋领航指数基金VBK |
| 0.34% | 0.31% | $154.2万 | 4,217股 | $119.9万 | 3,965股 | +252股+6.36% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.34% | 0.45% | $154.0万 | 7,792股 | $171.9万 | 9,326股 | -1,534股-16.45% | 减仓 |
