| IiShares安硕信托AGG |
| 10.18% | 10.76% | $1.09亿 | 110.2万股 | $1.03亿 | 104.2万股 | +6.0万股+5.76% | 加仓 |
| IiShares安硕信托IEFA |
| 9.13% | 9.03% | $9,787.2万 | 101.3万股 | $8,675.1万 | 95.8万股 | +5.5万股+5.75% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 5.44% | 5.66% | $5,834.9万 | 138.2万股 | $5,437.8万 | 128.8万股 | +9.4万股+7.33% | 加仓 |
| IiShares安硕·COREIJR |
| 4.3% | 3.92% | $4,606.7万 | 31.1万股 | $3,762.8万 | 30.3万股 | +7,913股+2.61% | 加仓 |
| IiShares安硕·COREIJH |
| 3.82% | 3.58% | $4,093.8万 | 53.1万股 | $3,444.1万 | 51.0万股 | +2.1万股+4.10% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.41% | 3.67% | $3,655.9万 | 7.3万股 | $3,531.7万 | 7.4万股 | -639股-0.87% | 减仓 |
 苹果AAPL |
| 2.88% | 2.85% | $3,083.7万 | 10.7万股 | $2,742.4万 | 10.8万股 | -1,487股-1.38% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.67% | 2.79% | $2,862.6万 | 18.1万股 | $2,681.1万 | 18.1万股 | +107股+0.06% | 加仓 |
| SSPDR道富系列信托SDY |
| 2.58% | 2.76% | $2,763.3万 | 18.2万股 | $2,656.7万 | 18.2万股 | -462股-0.25% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.53% | 2.57% | $2,715.1万 | 11.5万股 | $2,472.3万 | 11.5万股 | -213股-0.19% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 2.51% | 2.41% | $2,690.6万 | 55.7万股 | $2,314.0万 | 48.3万股 | +7.4万股+15.30% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.31% | 2.5% | $2,478.3万 | 31.8万股 | $2,398.6万 | 30.6万股 | +1.2万股+3.99% | 加仓 |
 谷歌AGOOGL |
| 2.29% | 2.08% | $2,454.2万 | 6.9万股 | $2,003.7万 | 7.0万股 | -1,007股-1.45% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.23% | 2.64% | $2,384.9万 | 30.2万股 | $2,540.8万 | 32.1万股 | -1.9万股-5.85% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.09% | 2.18% | $2,242.4万 | 14.1万股 | $2,090.4万 | 14.3万股 | -1,248股-0.88% | 减仓 |
| DDimensional维度·USDFUV |
| 2.07% | 1.78% | $2,216.3万 | 40.3万股 | $1,714.6万 | 35.4万股 | +4.9万股+13.87% | 加仓 |
| I景顺·S&PSPHQ |
| 2.03% | 1.93% | $2,180.6万 | 24.2万股 | $1,853.6万 | 24.7万股 | -4,495股-1.82% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 2% | 1.59% | $2,138.3万 | 25.9万股 | $1,532.8万 | 3.8万股 | +22.1万股+588.37% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.97% | 1.43% | $2,115.8万 | 57.4万股 | $1,375.4万 | 40.5万股 | +16.9万股+41.85% | 加仓 |
| S嘉信策略信托SCHD |
| 1.97% | 2.15% | $2,113.7万 | 66.7万股 | $2,065.1万 | 67.3万股 | -6,532股-0.97% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.62% | 1.49% | $1,732.6万 | 7.9万股 | $1,434.3万 | 7.0万股 | +8,655股+12.30% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.35% | 1.29% | $1,448.1万 | 33.9万股 | $1,236.6万 | 34.6万股 | -6,197股-1.79% | 减仓 |
 亚马逊AMZN |
| 1.13% | 1.1% | $1,206.8万 | 5.1万股 | $1,052.8万 | 5.1万股 | +80股+0.16% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.07% | 0.88% | $1,151.0万 | 22.8万股 | $845.2万 | 16.9万股 | +5.8万股+34.32% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.96% | 0.94% | $1,030.1万 | 2.5万股 | $903.8万 | 2.5万股 | -193股-0.76% | 减仓 |
| G通用动力VTI |
| 0.93% | 0.9% | $1,000.7万 | 2.7万股 | $867.4万 | 2.7万股 | +5股+0.02% | 加仓 |
| IiShares安硕信托IGM |
| 0.85% | 0.69% | $915.6万 | 5.6万股 | $663.3万 | 5.6万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.85% | 0.89% | $914.2万 | 18.2万股 | $857.3万 | 17.2万股 | +1.0万股+6.04% | 加仓 |
| V先锋领航·TOTALBND |
| 0.84% | 0.94% | $896.7万 | 12.2万股 | $907.6万 | 12.3万股 | -1,099股-0.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.73% | $858.8万 | 2.4万股 | $706.3万 | 2.5万股 | -317股-1.29% | 减仓 |
 摩根大通JPM |
| 0.79% | 0.8% | $845.0万 | 2.6万股 | $773.3万 | 2.6万股 | -473股-1.80% | 减仓 |
 SYSCO COMSYY |
| 0.75% | 0.72% | $806.8万 | 9.7万股 | $688.0万 | 9.6万股 | +73股+0.08% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.74% | 0.75% | $791.8万 | 11.1万股 | $719.0万 | 11.2万股 | -1,073股-0.96% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.66% | 0.76% | $712.6万 | 7.8万股 | $729.4万 | 8.0万股 | -1,831股-2.30% | 减仓 |
| IiShares安硕信托IVV |
| 0.66% | 0.65% | $711.3万 | 9,499股 | $626.8万 | 9,596股 | -97股-1.01% | 减仓 |
 雪佛龙CVX |
| 0.6% | 0.84% | $646.4万 | 3.9万股 | $808.6万 | 3.9万股 | -87股-0.22% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.58% | 0.6% | $622.5万 | 12.2万股 | $576.5万 | 11.3万股 | +8,992股+7.95% | 加仓 |
| WWisdomTree信托DLN |
| 0.56% | 0.57% | $604.0万 | 6.3万股 | $549.5万 | 6.2万股 | +1,196股+1.94% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.53% | 0.51% | $568.8万 | 4.2万股 | $493.7万 | 4.2万股 | -63股-0.15% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.51% | 0.53% | $547.7万 | 6.5万股 | $508.8万 | 6.8万股 | -2,356股-3.48% | 减仓 |
| IiShares安硕信托IVW |
| 0.48% | 0.45% | $512.4万 | 3.7万股 | $432.1万 | 3.8万股 | -945股-2.47% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.43% | $490.6万 | 6,570股 | $415.2万 | 6,384股 | +186股+2.91% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.42% | 0.45% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.4% | 0.55% | $428.8万 | 3.1万股 | $532.9万 | 3.1万股 | -47股-0.15% | 减仓 |
| IiShares安硕信托DVY |
| 0.4% | 0.44% | $425.8万 | 2.7万股 | $422.2万 | 2.8万股 | -638股-2.29% | 减仓 |
 微软MSFT |
| 0.39% | 0.44% | $417.6万 | 1.1万股 | $424.0万 | 1.1万股 | -258股-2.25% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.38% | 0.43% | $410.3万 | 8.6万股 | $417.2万 | 8.7万股 | -1,208股-1.39% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.34% | 0.36% | $362.2万 | 3.5万股 | $341.9万 | 3.5万股 | -330股-0.94% | 减仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.31% | $338.9万 | 1.1万股 | $293.3万 | 1.1万股 | -14股-0.13% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.31% | 0.31% | $336.2万 | 4.4万股 | $302.4万 | 4.4万股 | +10股+0.02% | 加仓 |
