| IiShares安硕信托USMV |
| 18.32% | 19.22% | $1.03亿 | 108.6万股 | $1.03亿 | 109.9万股 | -1.3万股-1.19% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 16.63% | 16.57% | $9,384.4万 | 294.1万股 | $8,895.1万 | 304.5万股 | -10.4万股-3.43% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 13.47% | 13.68% | $7,601.8万 | 261.1万股 | $7,342.7万 | 265.4万股 | -4.2万股-1.59% | 减仓 |
| IIshares Trust MSCI ACWI EXUS ETFHAWX |
| 11.34% | 11.4% | $6,399.8万 | 169.2万股 | $6,122.1万 | 173.2万股 | -3.9万股-2.27% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 11.17% | 11.41% | $6,305.5万 | 32.4万股 | $6,126.2万 | 33.5万股 | -1.1万股-3.25% | 减仓 |
| IiShares安硕·COREIJR |
| 11.11% | 10.66% | $6,268.3万 | 52.8万股 | $5,725.6万 | 52.4万股 | +3,614股+0.69% | 加仓 |
| IiShares安硕信托ITOT |
| 1.45% | 1.41% | $821.1万 | 5.6万股 | $758.7万 | 5.6万股 | +314股+0.56% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.4% | 1.34% | $792.3万 | 1.7万股 | $718.1万 | 1.7万股 | +1股+0.01% | 加仓 |
 微软MSFT |
| 1.38% | 1.38% | $776.9万 | 1.5万股 | $741.5万 | 1.5万股 | +91股+0.61% | 加仓 |
 苹果AAPL |
| 1.17% | 0.97% | $661.4万 | 2.6万股 | $520.0万 | 2.5万股 | +630股+2.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.99% | 0.76% | $558.6万 | 2.3万股 | $406.8万 | 2.3万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.94% | 1.01% | $529.4万 | 20.1万股 | $542.4万 | 22.2万股 | -2.1万股-9.43% | 减仓 |
 摩根大通JPM |
| 0.64% | 0.66% | $361.7万 | 1.1万股 | $351.9万 | 1.2万股 | -670股-5.52% | 减仓 |
| IiShares安硕信托USXF |
| 0.6% | 0.6% | $341.2万 | 6.0万股 | $321.0万 | 6.0万股 | +13股+0.02% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.52% | 0.52% | $294.0万 | 7.4万股 | $281.7万 | 7.4万股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.5% | 0.49% | $284.5万 | 6.3万股 | $264.7万 | 6.4万股 | -925股-1.44% | 减仓 |
 埃克森美孚XOM |
| 0.42% | 0.41% | $235.7万 | 2.1万股 | $222.5万 | 2.1万股 | +265股+1.28% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.4% | 0.38% | $224.1万 | 2.4万股 | $205.2万 | 2.3万股 | +1,105股+4.80% | 加仓 |
 亚马逊AMZN |
| 0.38% | 0.4% | $215.8万 | 9,828股 | $215.6万 | 9,828股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.33% | 0.32% | $185.5万 | 2,771股 | $172.1万 | 2,771股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.32% | 0.21% | $182.7万 | 3,043股 | $112.7万 | 2,043股 | +1,000股+48.95% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.31% | 0.3% | $177.6万 | 7,341股 | $158.4万 | 7,341股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.31% | 0.3% | $175.4万 | 6.3万股 | $159.0万 | 6.3万股 | +24股+0.04% | 加仓 |
| IiShares安硕信托IEI |
| 0.3% | 0.32% | $171.5万 | 1.4万股 | $169.6万 | 1.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.29% | 0.22% | $161.0万 | 6,623股 | $116.7万 | 6,623股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.28% | 0.26% | $155.5万 | 3,837股 | $140.7万 | 3,837股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.24% | 0.24% | $133.1万 | 6,537股 | $127.0万 | 6,537股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.23% | 0.2% | $131.3万 | 7,080股 | $108.1万 | 7,080股 | 00.00% | 持仓不变 |
| IiShares安硕信托DMXF |
| 0.18% | 0.19% | $101.5万 | 1.3万股 | $99.7万 | 1.3万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.17% | 0.15% | $96.3万 | 4,158股 | $79.8万 | 4,300股 | -142股-3.30% | 减仓 |
 雷神技术RTX |
| 0.17% | 0.15% | $93.7万 | 5,602股 | $81.8万 | 5,602股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.16% | 0.18% | $91.8万 | 5,977股 | $95.2万 | 5,977股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.16% | 0.15% | $90.7万 | 5,706股 | $80.4万 | 5,706股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.16% | 0.12% | $89.2万 | 6,662股 | $63.3万 | 6,500股 | +162股+2.49% | 加仓 |
 威瑞森VZ |
| 0.15% | 0.15% | $83.1万 | 1.9万股 | $82.9万 | 1.9万股 | -270股-1.41% | 减仓 |
 英伟达NVDA |
| 0.15% | 0.08% | $82.6万 | 4,427股 | $43.2万 | 2,734股 | +1,693股+61.92% | 加仓 |
| IiShares安硕信托ESMV |
| 0.13% | 0.14% | $75.1万 | 2.6万股 | $74.5万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.13% | 0.12% | $71.9万 | 1,175股 | $65.9万 | 1,159股 | +16股+1.38% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.13% | 0.12% | $71.5万 | 1,423股 | $64.3万 | 1,323股 | +100股+7.56% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.13% | 0.12% | $70.6万 | 9,600股 | $65.9万 | 9,600股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.11% | 0.13% | $63.2万 | 2,241股 | $71.0万 | 2,407股 | -166股-6.90% | 减仓 |
 史赛克SYK |
| 0.11% | 0.13% | $62.8万 | 1,700股 | $67.3万 | 1,700股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.11% | 0.11% | $62.0万 | 818股 | $57.1万 | 818股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.11% | 0.12% | $60.1万 | 2,046股 | $63.1万 | 2,046股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.1% | 0.1% | $57.3万 | 8,810股 | $53.7万 | 8,810股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.1% | 0.09% | $55.8万 | 2,220股 | $49.3万 | 2,220股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.1% | 0.1% | $54.1万 | 2,287股 | $52.6万 | 2,287股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.09% | 0.08% | $52.5万 | 1,590股 | $43.8万 | 1,590股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.09% | 0.1% | $52.2万 | 3,896股 | $53.0万 | 3,896股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.09% | 0.08% | $52.0万 | 1,090股 | $42.3万 | 1,090股 | 00.00% | 持仓不变 |
