| S道富SPYM |
| 29.59% | 29.61% | $5.31亿 | 604.5万股 | $4.61亿 | 602.6万股 | +1.9万股+0.31% | 加仓 |
| PPGIM AAAPAAA |
| 8.34% | — | $1.50亿 | 292.2万股 | $0 | 0股 | +292.2万股 | 新买入 |
| VVictory组合IIUBND |
| 4.97% | 6.12% | $8,915.2万 | 410.4万股 | $9,538.5万 | 437.9万股 | -27.6万股-6.30% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 3.81% | 4.51% | $6,841.8万 | 135.1万股 | $7,027.7万 | 140.6万股 | -5.5万股-3.92% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.54% | 3.59% | $6,361.1万 | 77.6万股 | $5,587.8万 | 78.8万股 | -1.2万股-1.48% | 减仓 |
| S道富SPMD |
| 2.92% | 2.88% | $5,233.4万 | 77.5万股 | $4,481.5万 | 75.7万股 | +1.8万股+2.36% | 加仓 |
| IiShares安硕信托IVV |
| 2.89% | 2.9% | $5,187.0万 | 6.9万股 | $4,515.8万 | 6.9万股 | +129股+0.19% | 加仓 |
| IiShares安硕信托MTUM |
| 2.52% | 2.05% | $4,528.9万 | 13.2万股 | $3,185.4万 | 13.3万股 | -627股-0.47% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.33% | 2.36% | $4,175.3万 | 19.0万股 | $3,683.4万 | 19.2万股 | -1,752股-0.91% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.84% | 1.9% | $3,309.3万 | 46.4万股 | $2,964.4万 | 46.3万股 | +1,846股+0.40% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.61% | 1.64% | $2,894.3万 | 20.4万股 | $2,554.3万 | 20.4万股 | -151股-0.07% | 减仓 |
| DDimensional维度·USDFUV |
| 1.52% | 1.58% | $2,735.3万 | 49.7万股 | $2,463.0万 | 50.8万股 | -1.1万股-2.17% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.4% | 1.37% | $2,516.9万 | 7.4万股 | $2,137.9万 | 7.2万股 | +1,865股+2.57% | 加仓 |
| IiShares安硕信托ITOT |
| 0.87% | 0.87% | $1,565.3万 | 9.5万股 | $1,358.7万 | 9.5万股 | -111股-0.12% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.94% | $1,550.9万 | 3.1万股 | $1,458.2万 | 3.0万股 | +564股+1.85% | 加仓 |
| IINFLEQTIONINFQ |
| 0.8% | 0.03% | $1,431.9万 | 107.5万股 | $47.0万 | 4.8万股 | +102.7万股+2,143.56% | 加仓 |
| IINTERDIGITALIDCC |
| 0.74% | 0.87% | $1,320.8万 | 4.7万股 | $1,359.9万 | 4.5万股 | +1,622股+3.60% | 加仓 |
| S嘉信策略信托SCHC |
| 0.72% | 0.77% | $1,289.0万 | 24.4万股 | $1,194.5万 | 24.4万股 | +187股+0.08% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.7% | 0.7% | $1,256.8万 | 3.1万股 | $1,085.0万 | 3.0万股 | +263股+0.86% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.67% | 0.73% | $1,202.8万 | 26.3万股 | $1,136.0万 | 26.3万股 | -184股-0.07% | 减仓 |
 苹果AAPL |
| 0.66% | 0.6% | $1,189.2万 | 4.1万股 | $928.7万 | 3.7万股 | +4,503股+12.31% | 加仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 0.66% | 0.65% | $1,186.2万 | 13.0万股 | $1,011.4万 | 13.6万股 | -5,686股-4.19% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.6% | 0.6% | $1,075.8万 | 13.1万股 | $936.4万 | 13.2万股 | -987股-0.75% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.57% | 0.59% | $1,025.8万 | 8.4万股 | $924.6万 | 9.2万股 | -7,812股-8.46% | 减仓 |
| V先锋领航·MIDVO |
| 0.56% | 0.57% | $1,010.8万 | 12.5万股 | $890.9万 | 3.1万股 | +9.4万股+304.40% | 加仓 |
| G通用动力VTI |
| 0.55% | 0.56% | $995.0万 | 2.7万股 | $875.4万 | 2.7万股 | -399股-1.46% | 减仓 |
| S道富SPSM |
| 0.53% | 0.26% | $960.4万 | 16.7万股 | $407.2万 | 8.4万股 | +8.2万股+97.63% | 加仓 |
| V先锋领航指数基金VV |
| 0.53% | 0.53% | $947.4万 | 2.8万股 | $829.5万 | 2.8万股 | -209股-0.75% | 减仓 |
| IiShares安硕信托IQLT |
| 0.52% | 0.56% | $935.1万 | 18.9万股 | $875.9万 | 18.9万股 | -745股-0.39% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.49% | 0.57% | $884.7万 | 7.1万股 | $882.9万 | 2.1万股 | +5.1万股+244.10% | 加仓 |
| S道富SPYV |
| 0.48% | 0.51% | $856.3万 | 14.1万股 | $800.5万 | 14.1万股 | -622股-0.44% | 减仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.48% | 0.48% | $855.6万 | 7.0万股 | $752.7万 | 7.0万股 | +30股+0.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.45% | $802.5万 | 1.1万股 | $697.7万 | 1.1万股 | +21股+0.20% | 加仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.44% | $785.8万 | 1.1万股 | $678.1万 | 1.1万股 | +93股+0.82% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.43% | 0.53% | $765.3万 | 1.7万股 | $827.6万 | 1.7万股 | +47股+0.27% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.39% | 0.41% | $701.5万 | 11.8万股 | $634.5万 | 11.7万股 | +147股+0.13% | 加仓 |
 亚马逊AMZN |
| 0.39% | 0.35% | $697.4万 | 2.9万股 | $541.9万 | 2.6万股 | +3,240股+12.45% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.38% | 0.44% | $691.0万 | 16.8万股 | $685.6万 | 17.6万股 | -8,452股-4.80% | 减仓 |
| I景顺自营指数基金POWA |
| 0.37% | 0.42% | $668.9万 | 7.5万股 | $649.4万 | 7.5万股 | -94股-0.12% | 减仓 |
 卡特彼勒CAT |
| 0.37% | 0.25% | $666.9万 | 6,263股 | $393.5万 | 5,555股 | +708股+12.75% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.37% | 0.42% | $663.1万 | 12.3万股 | $650.2万 | 12.3万股 | -441股-0.36% | 减仓 |
 微软MSFT |
| 0.35% | 0.35% | $625.9万 | 1.7万股 | $549.3万 | 1.5万股 | +1,942股+13.09% | 加仓 |
| IiShares安硕信托EFG |
| 0.34% | 0.35% | $612.9万 | 4.9万股 | $545.8万 | 4.9万股 | +259股+0.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.28% | $611.7万 | 1.7万股 | $429.0万 | 1.5万股 | +2,356股+15.75% | 加仓 |
| WWisdomTree信托DLN |
| 0.34% | 0.36% | $602.4万 | 6.3万股 | $558.6万 | 6.3万股 | +13股+0.02% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.33% | 0.37% | $599.1万 | 8股 | $574.5万 | 8股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.33% | 0.44% | $598.8万 | 4.4万股 | $690.4万 | 4.1万股 | +3,102股+7.62% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.33% | 0.33% | $593.0万 | 3.2万股 | $509.7万 | 3.3万股 | -1,331股-4.05% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.33% | 0.34% | $586.5万 | 8.4万股 | $530.2万 | 8.5万股 | -999股-1.18% | 减仓 |
| J摩根大通交易所交易基金JPME |
| 0.32% | 0.34% | $575.3万 | 4.6万股 | $530.8万 | 4.6万股 | -27股-0.06% | 减仓 |
