| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 10.83% | 11.24% | $506.0万 | 21.7万股 | $9,712.2万 | 413.8万股 | -392.2万股-94.77% | 减仓 |
| V先锋领航指数基金VUG |
| 9.23% | 8.21% | $431.1万 | 8,837股 | $7,094.9万 | 14.8万股 | -13.9万股-94.03% | 减仓 |
| V先锋领航指数基金VTV |
| 8.25% | 6.98% | $385.5万 | 2.0万股 | $6,034.9万 | 32.4万股 | -30.3万股-93.76% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 7.1% | 6.84% | $331.9万 | 10.0万股 | $5,914.5万 | 184.4万股 | -174.4万股-94.56% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 7% | 5.98% | $327.3万 | 4.1万股 | $5,166.5万 | 64.6万股 | -60.5万股-93.65% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 4.81% | 4.7% | $225.0万 | 4.5万股 | $4,063.3万 | 88.1万股 | -83.6万股-94.88% | 减仓 |
| V先锋领航·TOTALBNDX |
| 4.75% | 2.36% | $222.1万 | 4.6万股 | $2,038.0万 | 41.2万股 | -36.6万股-88.84% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 4.73% | 4.03% | $221.0万 | 6.5万股 | $3,478.7万 | 105.7万股 | -99.3万股-93.89% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 4.39% | 4.16% | $204.9万 | 6.2万股 | $3,595.9万 | 113.7万股 | -107.5万股-94.53% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.75% | 3.5% | $175.2万 | 9,877股 | $3,026.8万 | 17.3万股 | -16.4万股-94.30% | 减仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 3.48% | 3.49% | $162.9万 | 2.5万股 | $3,013.4万 | 47.5万股 | -45.0万股-94.68% | 减仓 |
| V先锋领航指数基金VBK |
| 2.8% | 2.36% | $130.8万 | 4,329股 | $2,036.7万 | 6.8万股 | -6.4万股-93.67% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.66% | 2.62% | $124.1万 | 5,862股 | $2,268.2万 | 10.9万股 | -10.3万股-94.61% | 减仓 |
| V先锋领航指数基金VOT |
| 2.4% | 2.21% | $112.1万 | 4,016股 | $1,908.0万 | 6.5万股 | -6.1万股-93.82% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 2.29% | 1.88% | $107.2万 | 3.3万股 | $1,625.0万 | 51.0万股 | -47.8万股-93.61% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.71% | 1.94% | $79.8万 | 3.0万股 | $1,678.9万 | 61.5万股 | -58.5万股-95.08% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.6% | 1.05% | $74.8万 | 2.3万股 | $904.9万 | 28.4万股 | -26.1万股-91.92% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.58% | 0.81% | $73.8万 | 1.6万股 | $698.6万 | 14.6万股 | -13.0万股-89.00% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.26% | 0.97% | $59.1万 | 7,672股 | $841.6万 | 11.2万股 | -10.4万股-93.15% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.16% | 0.76% | $54.2万 | 1.0万股 | $658.6万 | 12.4万股 | -11.4万股-91.75% | 减仓 |
| S道富MDYV |
| 1.09% | 0.96% | $50.7万 | 5,992股 | $831.6万 | 10.0万股 | -9.4万股-93.99% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.07% | 1.74% | $49.9万 | 1,055股 | $1,504.3万 | 3.2万股 | -3.1万股-96.71% | 减仓 |
| V先锋领航·TOTALBND |
| 1.06% | 0.53% | $49.7万 | 6,703股 | $455.0万 | 6.1万股 | -5.4万股-89.04% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.02% | 1.04% | $47.8万 | 1.6万股 | $901.5万 | 31.0万股 | -29.4万股-94.79% | 减仓 |
| IiShares安硕信托EFV |
| 0.99% | 0.03% | $46.4万 | 6,521股 | $23.1万 | 3,401股 | +3,120股+91.74% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.94% | 0.41% | $43.9万 | 7,381股 | $358.5万 | 6.2万股 | -5.4万股-88.02% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.89% | 0.06% | $41.5万 | 5,266股 | $53.6万 | 6,788股 | -1,522股-22.42% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.85% | 0.71% | $39.6万 | 4,479股 | $615.3万 | 6.7万股 | -6.3万股-93.35% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.79% | 0.58% | $37.0万 | 6,037股 | $500.5万 | 8.2万股 | -7.6万股-92.63% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.73% | 0.74% | $33.9万 | 4,373股 | $643.2万 | 8.4万股 | -7.9万股-94.78% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.67% | 0.06% | $31.5万 | 5,047股 | $53.3万 | 8,896股 | -3,849股-43.27% | 减仓 |
| IiShares安硕信托IEFA |
| 0.64% | 0.33% | $30.1万 | 3,366股 | $284.4万 | 3.3万股 | -2.9万股-89.67% | 减仓 |
 苹果AAPL |
| 0.6% | 0.19% | $28.0万 | 1,029股 | $163.1万 | 6,404股 | -5,375股-83.93% | 减仓 |
| AAvantis·U SAVUV |
| 0.58% | 1.47% | $27.0万 | 2,645股 | $1,267.5万 | 12.7万股 | -12.5万股-97.92% | 减仓 |
| IiShares安硕信托IVW |
| 0.53% | 0.63% | $25.0万 | 2,028股 | $546.7万 | 4.5万股 | -4.3万股-95.52% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.53% | 0.4% | $24.9万 | 2,735股 | $348.1万 | 3.9万股 | -3.7万股-93.04% | 减仓 |
| S道富MDYG |
| 0.5% | 0.56% | $23.5万 | 2,547股 | $479.7万 | 5.2万股 | -5.0万股-95.14% | 减仓 |
| IiShares安硕信托EFG |
| 0.48% | 0.29% | $22.2万 | 1,952股 | $252.8万 | 2.2万股 | -2.0万股-91.21% | 减仓 |
 URANIUM ENERGY COMUEC |
| 0.25% | 0.02% | $11.7万 | 1.0万股 | $13.3万 | 1.0万股 | 00.00% | 持仓不变 |
