| IiShares安硕信托AGG |
| 6.52% | 6.6% | $2,143.4万 | 21.7万股 | $2,030.2万 | 20.5万股 | +1.2万股+5.89% | 加仓 |
| V先锋领航指数基金VNQ |
| 6.13% | 5.81% | $2,014.2万 | 20.9万股 | $1,786.8万 | 20.1万股 | +7,431股+3.69% | 加仓 |
| IiShares安硕·COREIJR |
| 6.11% | 5.39% | $2,008.1万 | 13.5万股 | $1,658.6万 | 13.3万股 | +1,973股+1.48% | 加仓 |
| IiShares安硕信托IVV |
| 5.3% | 4.88% | $1,741.9万 | 2.3万股 | $1,500.1万 | 2.3万股 | +295股+1.28% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 5.05% | 5.13% | $1,658.3万 | 34.4万股 | $1,578.0万 | 32.6万股 | +1.8万股+5.55% | 加仓 |
| IiShares安硕·COREIJH |
| 4.8% | 4.4% | $1,576.1万 | 20.4万股 | $1,354.1万 | 20.1万股 | +3,887股+1.94% | 加仓 |
| IiShares安硕信托IJJ |
| 4.18% | 3.93% | $1,372.5万 | 9.3万股 | $1,208.1万 | 9.1万股 | +1,732股+1.90% | 加仓 |
| S嘉信策略信托SCHM |
| 3.83% | 3.51% | $1,259.4万 | 34.2万股 | $1,078.4万 | 34.8万股 | -6,769股-1.94% | 减仓 |
| IiShares安硕信托IEFA |
| 3.81% | 3.76% | $1,250.7万 | 13.0万股 | $1,156.9万 | 12.8万股 | +1,706股+1.33% | 加仓 |
| IiShares安硕IEMG |
| 3.75% | 3.39% | $1,231.1万 | 14.9万股 | $1,042.9万 | 15.0万股 | -913股-0.61% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 3.57% | 3.6% | $1,171.8万 | 14.2万股 | $1,108.8万 | 14.1万股 | +1,025股+0.72% | 加仓 |
| IiShares安硕信托EMB |
| 2.78% | 2.82% | $915.1万 | 9.5万股 | $867.6万 | 9.2万股 | +2,529股+2.74% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.78% | 2.64% | $913.2万 | 2.2万股 | $812.7万 | 2.3万股 | -492股-2.16% | 减仓 |
 AFFIRM COM CL AAFRM |
| 2.57% | 1.54% | $845.1万 | 10.4万股 | $474.8万 | 10.4万股 | 00.00% | 持仓不变 |
| S道富SPHY |
| 2.54% | 2.63% | $833.5万 | 35.6万股 | $809.5万 | 34.7万股 | +8,488股+2.45% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.29% | 2.33% | $752.6万 | 15.5万股 | $717.8万 | 14.9万股 | +6,015股+4.03% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.94% | 1.95% | $637.1万 | 6.2万股 | $601.3万 | 6.4万股 | -1,280股-2.01% | 减仓 |
| IiShares安硕EEMS |
| 1.78% | 1.74% | $583.8万 | 7.7万股 | $534.8万 | 7.7万股 | -377股-0.49% | 减仓 |
| S嘉信·USSCHX |
| 1.77% | 1.65% | $583.2万 | 19.8万股 | $508.4万 | 19.8万股 | -108股-0.05% | 减仓 |
| V先锋领航指数基金VOO |
| 1.66% | 1.44% | $546.2万 | 7,417股 | $441.5万 | 7,649股 | -232股-3.03% | 减仓 |
| IiShares安硕信托DVY |
| 1.48% | 1.55% | $485.7万 | 3.1万股 | $477.6万 | 3.2万股 | -465股-1.47% | 减仓 |
| IiShares安硕·S&PIUSG |
| 1.43% | 1.26% | $470.6万 | 2.5万股 | $388.0万 | 2.5万股 | +7股+0.03% | 加仓 |
| IiShares安硕信托EFG |
| 1.33% | 1.27% | $435.6万 | 3.5万股 | $392.0万 | 3.5万股 | -181股-0.51% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.29% | 1.26% | $423.8万 | 17.9万股 | $387.2万 | 18.0万股 | -1,216股-0.67% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.11% | 1.09% | $365.7万 | 4,897股 | $334.7万 | 5,147股 | -250股-4.86% | 减仓 |
| S嘉信策略信托SCHE |
| 1.09% | 1.06% | $358.6万 | 9.9万股 | $324.7万 | 9.9万股 | +358股+0.36% | 加仓 |
| IiShares安硕信托CMF |
| 1.05% | 1.15% | $343.6万 | 6.0万股 | $354.3万 | 6.2万股 | -2,698股-4.33% | 减仓 |
| S嘉信策略信托SCHF |
| 0.87% | 0.83% | $285.8万 | 10.3万股 | $256.5万 | 10.4万股 | -478股-0.46% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.87% | 0.93% | $284.8万 | 6.0万股 | $286.6万 | 6.0万股 | -198股-0.33% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.83% | 0.77% | $272.4万 | 4.9万股 | $237.8万 | 5.1万股 | -1,868股-3.69% | 减仓 |
 苹果AAPL |
| 0.82% | 3.53% | $269.6万 | 9,316股 | $1,087.4万 | 4.3万股 | -3.4万股-78.26% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.82% | 0.86% | $268.0万 | 11.6万股 | $265.0万 | 11.4万股 | +1,733股+1.52% | 加仓 |
| IiShares安硕信托SUSL |
| 0.73% | 0.69% | $239.2万 | 1.8万股 | $213.4万 | 1.9万股 | -766股-4.08% | 减仓 |
 安费诺APH |
| 0.71% | 0.55% | $233.8万 | 1.3万股 | $168.0万 | 1.3万股 | -39股-0.29% | 减仓 |
| IiShares安硕信托GVI |
| 0.71% | 0.79% | $233.7万 | 2.2万股 | $243.3万 | 2.3万股 | -890股-3.90% | 减仓 |
| IINVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETFIFLN |
| 0.57% | 0.6% | $188.4万 | 10.3万股 | $184.8万 | 10.3万股 | -4股-0.00% | 减仓 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 0.56% | 0.58% | $185.1万 | 8.6万股 | $178.5万 | 8.5万股 | +97股+0.11% | 加仓 |
| IiShares安硕信托SUSB |
| 0.56% | 0.62% | $183.8万 | 7.4万股 | $190.2万 | 7.6万股 | -2,361股-3.11% | 减仓 |
| IiShares安硕ESGE |
| 0.54% | 0.49% | $178.4万 | 3.3万股 | $151.4万 | 3.3万股 | -670股-2.01% | 减仓 |
 VisaV |
| 0.47% | 0.45% | $155.9万 | 4,545股 | $138.0万 | 4,566股 | -21股-0.46% | 减仓 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.45% | 0.42% | $146.3万 | 1.3万股 | $129.9万 | 1.3万股 | +86股+0.67% | 加仓 |
| S嘉信·USSCHA |
| 0.44% | 0.36% | $143.1万 | 4.0万股 | $111.9万 | 3.8万股 | +1,105股+2.87% | 加仓 |
| S道富MDYV |
| 0.43% | 0.42% | $141.3万 | 1.5万股 | $128.6万 | 1.5万股 | -198股-1.31% | 减仓 |
| I景顺交易所交易基金信托PBP |
| 0.41% | 0.42% | $133.3万 | 5.8万股 | $130.3万 | 5.9万股 | -1,064股-1.80% | 减仓 |
| V先锋领航·MIDVO |
| 0.4% | 0.4% | $130.5万 | 1.6万股 | $121.9万 | 4,245股 | +1.2万股+281.70% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.39% | 0.4% | $129.3万 | 1.3万股 | $123.9万 | 1.3万股 | -374股-2.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.32% | $119.9万 | 3,392股 | $98.2万 | 3,425股 | -33股-0.96% | 减仓 |
 谷歌AGOOGL |
| 0.32% | 0.28% | $106.6万 | 2,983股 | $85.8万 | 2,983股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SHM |
| 0.3% | 0.31% | $98.6万 | 2.1万股 | $96.8万 | 2.0万股 | +321股+1.59% | 加仓 |
 好市多COST |
| 0.29% | 0.33% | $95.1万 | 1,016股 | $101.3万 | 1,016股 | 00.00% | 持仓不变 |
