| G通用动力VTI |
| 18.78% | 18.21% | $2.81亿 | 75.9万股 | $2.44亿 | 75.9万股 | -388股-0.05% | 减仓 |
| S道富SPYM |
| 5.15% | 5.41% | $7,706.7万 | 87.7万股 | $7,229.3万 | 94.5万股 | -6.8万股-7.15% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 4.42% | 4.53% | $6,614.3万 | 130.7万股 | $6,056.9万 | 121.0万股 | +9.7万股+8.00% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.3% | 4.39% | $6,434.6万 | 127.2万股 | $5,869.8万 | 116.0万股 | +11.3万股+9.71% | 加仓 |
| S道富SPYV |
| 3.97% | 4.18% | $5,939.8万 | 97.7万股 | $5,592.8万 | 98.8万股 | -1.1万股-1.15% | 减仓 |
| S道富SPAB |
| 3.76% | 4.04% | $5,627.8万 | 220.5万股 | $5,407.3万 | 211.1万股 | +9.5万股+4.49% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.45% | 3.36% | $5,154.9万 | 139.9万股 | $4,496.4万 | 132.4万股 | +7.6万股+5.71% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.18% | 3.12% | $4,758.1万 | 55.7万股 | $4,176.0万 | 54.2万股 | +1.5万股+2.77% | 加仓 |
| SSPDR道富系列信托SPTM |
| 2.87% | 2.7% | $4,290.9万 | 47.3万股 | $3,606.2万 | 45.6万股 | +1.6万股+3.61% | 加仓 |
| V先锋领航·TOTALBND |
| 2.69% | 2.67% | $4,019.6万 | 54.8万股 | $3,570.7万 | 48.5万股 | +6.3万股+12.92% | 加仓 |
| A美国世纪ETF信托AVLV |
| 2.48% | 2.36% | $3,707.9万 | 40.7万股 | $3,149.2万 | 39.1万股 | +1.6万股+4.06% | 加仓 |
| AAvantis·U SAVUV |
| 2.45% | 2.36% | $3,665.4万 | 29.4万股 | $3,152.5万 | 28.5万股 | +8,424股+2.95% | 加仓 |
| VVANGUARD S&P SMALL-CAP 600 VALUE ETFVTWO |
| 2.1% | 2.26% | $3,139.6万 | 26.8万股 | $3,018.9万 | 29.7万股 | -2.9万股-9.82% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.02% | 2.07% | $3,013.3万 | 59.8万股 | $2,764.5万 | 60.6万股 | -7,577股-1.25% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.78% | 1.74% | $2,666.0万 | 60.1万股 | $2,333.2万 | 60.0万股 | +596股+0.10% | 加仓 |
| V先锋领航指数基金VOO |
| 1.46% | 1.33% | $2,188.3万 | 3.2万股 | $1,774.1万 | 3.0万股 | +2,172股+7.32% | 加仓 |
 苹果AAPL |
| 1.43% | 1.28% | $2,140.6万 | 7.4万股 | $1,716.6万 | 6.8万股 | +6,339股+9.37% | 加仓 |
| V先锋领航指数基金VXF |
| 1.39% | 1.3% | $2,072.2万 | 8.4万股 | $1,733.4万 | 8.4万股 | -62股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.33% | 1.44% | $1,987.2万 | 4.0万股 | $1,931.9万 | 4.0万股 | -603股-1.50% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.24% | 1.29% | $1,858.4万 | 35.9万股 | $1,723.4万 | 36.7万股 | -8,471股-2.31% | 减仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 1.09% | 1.04% | $1,632.3万 | 34.3万股 | $1,386.9万 | 33.9万股 | +4,333股+1.28% | 加仓 |
 宝洁PG |
| 0.94% | 1% | $1,399.9万 | 9.5万股 | $1,333.3万 | 9.2万股 | +3,162股+3.43% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.92% | 0.93% | $1,382.2万 | 9.0万股 | $1,248.8万 | 8.6万股 | +3,932股+4.59% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 0.88% | 0.89% | $1,318.0万 | 14.3万股 | $1,185.9万 | 13.8万股 | +4,854股+3.51% | 加仓 |
| V先锋领航指数基金VUG |
| 0.81% | 0.78% | $1,213.5万 | 14.1万股 | $1,038.5万 | 2.4万股 | +11.7万股+492.55% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.8% | 0.72% | $1,197.0万 | 9.0万股 | $960.9万 | 8.7万股 | +3,088股+3.56% | 加仓 |
| IiShares安硕信托EFV |
| 0.74% | 0.75% | $1,103.3万 | 14.4万股 | $1,006.4万 | 13.5万股 | +8,761股+6.47% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.72% | 0.74% | $1,081.3万 | 9.9万股 | $985.5万 | 10.4万股 | -5,102股-4.90% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.72% | 0.7% | $1,077.9万 | 31.9万股 | $934.8万 | 32.1万股 | -2,385股-0.74% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.7% | 0.64% | $1,048.2万 | 12.9万股 | $859.8万 | 12.6万股 | +3,386股+2.69% | 加仓 |
| TT. ROWE PRICE SMALL-MID CAP ETFTMSL |
| 0.66% | 0.6% | $988.1万 | 22.5万股 | $808.2万 | 22.0万股 | +4,947股+2.24% | 加仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.65% | 0.72% | $978.6万 | 22.4万股 | $965.0万 | 22.9万股 | -4,879股-2.14% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 0.53% | 0.65% | $796.4万 | 17.3万股 | $870.2万 | 18.9万股 | -1.6万股-8.45% | 减仓 |
| V先锋领航指数基金VV |
| 0.51% | 0.53% | $769.7万 | 2.2万股 | $710.3万 | 2.4万股 | -1,386股-5.83% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.49% | 0.5% | $730.0万 | 14.3万股 | $668.1万 | 14.4万股 | -706股-0.49% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.47% | 0.66% | $703.2万 | 15.0万股 | $883.1万 | 18.8万股 | -3.8万股-20.13% | 减仓 |
| SSPDR道富指数基金EWX |
| 0.45% | 0.49% | $667.0万 | 9.0万股 | $661.1万 | 10.0万股 | -1.0万股-10.21% | 减仓 |
| V先锋领航指数基金VTV |
| 0.45% | 0.43% | $666.6万 | 3.1万股 | $576.5万 | 2.9万股 | +1,209股+4.11% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.44% | 0.49% | $650.4万 | 12.0万股 | $657.9万 | 12.5万股 | -4,240股-3.40% | 减仓 |
 NICOLET BANKSHARESNIC |
| 0.43% | 0.43% | $637.8万 | 3.9万股 | $580.7万 | 3.9万股 | -509股-1.30% | 减仓 |
| V先锋领航全球基金VGT |
| 0.42% | 0.33% | $630.7万 | 5.3万股 | $446.6万 | 6,401股 | +4.6万股+724.34% | 加仓 |
 亚马逊AMZN |
| 0.4% | 0.4% | $604.0万 | 2.5万股 | $529.9万 | 2.5万股 | -101股-0.40% | 减仓 |
 DNP SELECT INCOMEDNP |
| 0.39% | 0.42% | $587.6万 | 54.5万股 | $560.5万 | 54.4万股 | +453股+0.08% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.38% | 0.32% | $568.4万 | 3.0万股 | $433.5万 | 2.7万股 | +3,141股+11.85% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.38% | 0.38% | $563.5万 | 10.0万股 | $502.0万 | 8.9万股 | +1.1万股+12.65% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.33% | 0.37% | $494.2万 | 4.2万股 | $491.0万 | 4.2万股 | -88股-0.21% | 减仓 |
| IIBMIBM |
| 0.32% | 0.32% | $483.8万 | 1.7万股 | $428.2万 | 1.8万股 | -463股-2.62% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.32% | 0.34% | $474.3万 | 15.8万股 | $452.6万 | 15.1万股 | +7,550股+5.02% | 加仓 |
| I景顺QQQ信托VOO |
| 0.31% | 0.27% | $460.1万 | 6,249股 | $359.3万 | 6,225股 | +24股+0.39% | 加仓 |
| SSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFIBND |
| 0.3% | 0.32% | $446.5万 | 14.3万股 | $425.5万 | 13.7万股 | +6,309股+4.61% | 加仓 |
