| DDimensional维度ETF信托DFAC |
| 7.72% | 7.92% | $1,881.6万 | 73.8万股 | $1,779.8万 | 73.3万股 | +5,451股+0.74% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 7.28% | 6.94% | $1,774.8万 | 23.3万股 | $1,558.5万 | 20.7万股 | +2.6万股+12.32% | 加仓 |
 明晟MSCI |
| 5.03% | 5% | $1,227.2万 | 2.2万股 | $1,123.3万 | 2.4万股 | -2,222股-9.20% | 减仓 |
| V先锋领航·SMALLVBR |
| 4.23% | 4.58% | $1,030.3万 | 6.5万股 | $1,028.6万 | 6.5万股 | +121股+0.19% | 加仓 |
 苹果AAPL |
| 3.81% | 3.45% | $929.1万 | 5.6万股 | $774.9万 | 6.0万股 | -3,290股-5.52% | 减仓 |
| IiShares安硕信托AGG |
| 3.48% | 3.29% | $848.7万 | 8.5万股 | $739.5万 | 7.6万股 | +8,934股+11.72% | 加仓 |
| G通用动力VTI |
| 3.4% | 3.43% | $829.9万 | 4.1万股 | $770.3万 | 4.0万股 | +374股+0.93% | 加仓 |
| V先锋领航指数基金VB |
| 3.3% | 3.44% | $804.3万 | 4.2万股 | $772.2万 | 4.2万股 | +355股+0.84% | 加仓 |
| IiShares安硕信托IVV |
| 3.27% | 3.27% | $797.4万 | 1.9万股 | $735.2万 | 1.9万股 | +261股+1.36% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.65% | 2.6% | $645.9万 | 14.3万股 | $583.9万 | 13.9万股 | +3,881股+2.79% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.37% | 2.39% | $576.7万 | 25.0万股 | $537.5万 | 24.9万股 | +1,227股+0.49% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.23% | 2.37% | $543.3万 | 6.5万股 | $531.6万 | 6.4万股 | +974股+1.51% | 加仓 |
| IiShares安硕信托ITOT |
| 2.15% | 2.12% | $523.8万 | 5.8万股 | $477.1万 | 5.6万股 | +1,584股+2.82% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 1.99% | 2.11% | $486.2万 | 10.2万股 | $475.0万 | 10.1万股 | +914股+0.90% | 加仓 |
 空气化工APD |
| 1.92% | 2.24% | $467.0万 | 1.6万股 | $502.9万 | 1.6万股 | -55股-0.34% | 减仓 |
| IiShares安硕信托IEFA |
| 1.89% | 1.79% | $459.6万 | 6.9万股 | $402.8万 | 6.5万股 | +3,410股+5.22% | 加仓 |
| S嘉信策略信托SCHF |
| 1.55% | 1.54% | $376.7万 | 10.8万股 | $346.1万 | 10.7万股 | +798股+0.74% | 加仓 |
| S嘉信·USSCHX |
| 1.33% | 1.32% | $323.0万 | 6.7万股 | $295.7万 | 6.5万股 | +1,292股+1.97% | 加仓 |
| IiShares安硕信托TIP |
| 1.32% | 1.35% | $322.8万 | 2.9万股 | $303.5万 | 2.9万股 | +766股+2.69% | 加仓 |
| V先锋领航指数基金VTV |
| 1.3% | 1.43% | $316.0万 | 2.3万股 | $321.3万 | 2.3万股 | -14股-0.06% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.25% | 1.23% | $305.3万 | 6.2万股 | $275.3万 | 5.8万股 | +4,353股+7.50% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.24% | 1.13% | $303.5万 | 11.3万股 | $254.6万 | 10.2万股 | +1.1万股+10.77% | 加仓 |
| V先锋领航·TOTALBND |
| 1.18% | 1.15% | $286.6万 | 3.9万股 | $259.1万 | 3.6万股 | +2,753股+7.63% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.15% | 1.22% | $279.7万 | 3.0万股 | $274.0万 | 3.0万股 | -131股-0.44% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1% | 0.88% | $244.0万 | 10.6万股 | $197.6万 | 9.0万股 | +1.6万股+17.76% | 加仓 |
| IiShares安硕·COREIJR |
| 0.95% | 1% | $232.7万 | 2.4万股 | $223.8万 | 2.4万股 | +412股+1.74% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.94% | 0.94% | $228.6万 | 7.9万股 | $212.1万 | 7.8万股 | +978股+1.25% | 加仓 |
| IiShares安硕信托SUSB |
| 0.93% | 0.99% | $227.2万 | 9.4万股 | $221.9万 | 9.3万股 | +1,115股+1.19% | 加仓 |
 微软MSFT |
| 0.87% | 0.79% | $211.5万 | 7,337股 | $177.3万 | 7,394股 | -57股-0.77% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.86% | 0.89% | $209.4万 | 2.7万股 | $199.4万 | 2.7万股 | +460股+1.71% | 加仓 |
 黑石集团BX |
| 0.85% | 0.79% | $208.4万 | 2.4万股 | $177.4万 | 2.4万股 | -180股-0.75% | 减仓 |
| S嘉信·USSCHP |
| 0.84% | 0.84% | $205.2万 | 3.8万股 | $189.7万 | 3.7万股 | +1,646股+4.49% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.84% | 0.78% | $204.1万 | 4.2万股 | $175.0万 | 3.7万股 | +5,036股+13.45% | 加仓 |
| PPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDEMNT |
| 0.75% | 0.81% | $183.3万 | 1.9万股 | $180.9万 | 1.9万股 | +88股+0.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.79% | $177.3万 | 5,741股 | $177.3万 | 5,741股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.72% | 0.75% | $175.5万 | 3.7万股 | $168.7万 | 3.8万股 | -964股-2.56% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.65% | 0.65% | $158.8万 | 3.9万股 | $147.0万 | 3.8万股 | +1,601股+4.25% | 加仓 |
| S嘉信·USSCHA |
| 0.61% | 0.64% | $149.7万 | 3.6万股 | $143.0万 | 3.5万股 | +414股+1.17% | 加仓 |
| IiShares安硕信托ICVT |
| 0.61% | 0.63% | $148.8万 | 2.0万股 | $140.5万 | 2.0万股 | +267股+1.32% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.59% | 0.61% | $143.5万 | 9,458股 | $137.9万 | 9,504股 | -46股-0.48% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.59% | 0.58% | $143.0万 | 4.4万股 | $131.2万 | 4.3万股 | +1,227股+2.84% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.57% | 0.56% | $139.6万 | 1.9万股 | $126.9万 | 1.9万股 | +199股+1.03% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.56% | 0.57% | $137.4万 | 4.1万股 | $128.4万 | 4.1万股 | -64股-0.16% | 减仓 |
| IiShares安硕信托PFF |
| 0.56% | 0.64% | $136.3万 | 4.4万股 | $143.4万 | 4.7万股 | -3,305股-7.04% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.56% | 0.41% | $135.4万 | 2.8万股 | $92.8万 | 1.9万股 | +8,630股+44.48% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 0.54% | — | $131.6万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.52% | 0.51% | $126.4万 | 5.2万股 | $114.4万 | 4.8万股 | +3,247股+6.72% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.51% | 0.53% | $124.4万 | 2.7万股 | $118.2万 | 2.6万股 | +628股+2.43% | 加仓 |
| IiShares安硕IEMG |
| 0.48% | 0.47% | $116.7万 | 2.4万股 | $106.6万 | 2.3万股 | +1,088股+4.77% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.46% | 0.46% | $111.3万 | 1.9万股 | $104.5万 | 1.8万股 | +208股+1.12% | 加仓 |
