| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 19.57% | 20.23% | $2.41亿 | 1,042.0万股 | $2.25亿 | 969.4万股 | +72.7万股+7.50% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 13.84% | 13.32% | $1.70亿 | 384.1万股 | $1.48亿 | 381.4万股 | +2.7万股+0.71% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 7.11% | 6.98% | $8,755.4万 | 235.0万股 | $7,771.0万 | 218.7万股 | +16.3万股+7.44% | 加仓 |
| SSPDR道富系列信托SPTM |
| 6.67% | 6.63% | $8,209.8万 | 90.4万股 | $7,382.9万 | 93.4万股 | -3.0万股-3.17% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 6.31% | 6.7% | $7,764.5万 | 98.2万股 | $7,455.2万 | 94.0万股 | +4.2万股+4.47% | 加仓 |
| IiShares安硕信托IEFA |
| 5.72% | 5.7% | $7,043.7万 | 72.9万股 | $6,344.6万 | 70.1万股 | +2.8万股+4.06% | 加仓 |
| V先锋领航·TOTALBND |
| 5.29% | 5.48% | $6,514.1万 | 88.7万股 | $6,098.2万 | 82.8万股 | +5.9万股+7.15% | 加仓 |
| S道富SPYM |
| 4.86% | 4.41% | $5,989.0万 | 68.2万股 | $4,911.7万 | 64.2万股 | +4.0万股+6.20% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.25% | 2.92% | $4,004.6万 | 98.5万股 | $3,252.2万 | 94.1万股 | +4.4万股+4.69% | 加仓 |
| IiShares安硕IEMG |
| 2.92% | 2.69% | $3,590.4万 | 43.3万股 | $2,993.7万 | 42.9万股 | +4,213股+0.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.64% | 1.58% | $2,022.3万 | 2.7万股 | $1,753.1万 | 2.7万股 | +124股+0.46% | 加仓 |
| G通用动力VTI |
| 1.6% | 1.55% | $1,971.3万 | 5.3万股 | $1,724.5万 | 5.4万股 | -482股-0.90% | 减仓 |
| IiShares安硕信托USRT |
| 1.47% | 1.52% | $1,808.6万 | 27.2万股 | $1,695.6万 | 28.6万股 | -1.4万股-4.99% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.2% | 1.03% | $1,480.2万 | 12.2万股 | $1,151.2万 | 11.5万股 | +6,987股+6.08% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.17% | 1.28% | $1,437.6万 | 29.9万股 | $1,429.4万 | 30.6万股 | -7,058股-2.31% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.05% | 1.08% | $1,289.0万 | 18.1万股 | $1,198.2万 | 18.7万股 | -6,067股-3.24% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.82% | 0.8% | $1,011.6万 | 9.3万股 | $892.7万 | 9.4万股 | -1,665股-1.76% | 减仓 |
| S道富SPAB |
| 0.79% | 0.95% | $970.5万 | 38.0万股 | $1,057.0万 | 41.3万股 | -3.2万股-7.82% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.71% | 0.78% | $870.2万 | 30.0万股 | $862.5万 | 34.4万股 | -4.3万股-12.56% | 减仓 |
 苹果AAPL |
| 0.63% | 0.64% | $776.8万 | 2.7万股 | $709.6万 | 2.8万股 | -1,115股-3.99% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.62% | 0.63% | $759.2万 | 12.7万股 | $699.0万 | 12.9万股 | -2,130股-1.65% | 减仓 |
| V先锋领航指数基金VOO |
| 0.61% | 0.59% | $754.6万 | 1.1万股 | $659.8万 | 1.1万股 | -56股-0.51% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.59% | 0.59% | $730.4万 | 8.5万股 | $658.9万 | 8.5万股 | -18股-0.02% | 减仓 |
| S嘉信策略信托SCHF |
| 0.56% | 0.59% | $689.1万 | 24.9万股 | $651.9万 | 26.3万股 | -1.5万股-5.54% | 减仓 |
| S道富MDYV |
| 0.46% | 0.53% | $560.5万 | 5.9万股 | $584.5万 | 6.9万股 | -9,559股-13.92% | 减仓 |
| S嘉信策略信托SCHE |
| 0.45% | 0.46% | $550.8万 | 15.2万股 | $515.6万 | 15.6万股 | -4,600股-2.94% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.43% | 0.47% | $533.3万 | 11.4万股 | $526.0万 | 12.8万股 | -1.4万股-10.65% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.35% | 0.35% | $427.4万 | 1.8万股 | $391.1万 | 1.8万股 | -412股-2.29% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.29% | 0.33% | $361.1万 | 7.7万股 | $364.2万 | 7.8万股 | -426股-0.55% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.28% | 0.31% | $347.4万 | 6.9万股 | $342.3万 | 6.9万股 | +77股+0.11% | 加仓 |
 GE航空GE |
| 0.28% | 0.24% | $345.2万 | 9,237股 | $263.4万 | 9,281股 | -44股-0.47% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.28% | 0.35% | $343.0万 | 4.4万股 | $387.8万 | 4.9万股 | -5,426股-10.97% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.27% | 0.3% | $331.7万 | 6.2万股 | $329.6万 | 6.2万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.26% | 0.31% | $315.2万 | 1.4万股 | $340.8万 | 1.7万股 | -2,906股-16.73% | 减仓 |
 微软MSFT |
| 0.25% | 0.28% | $309.3万 | 8,291股 | $306.4万 | 8,276股 | +15股+0.18% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.25% | 0.27% | $304.0万 | 6.0万股 | $304.7万 | 6.0万股 | -9股-0.01% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.22% | 0.26% | $274.3万 | 6.1万股 | $293.2万 | 6.9万股 | -8,322股-12.03% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.2% | 0.21% | $250.3万 | 5.0万股 | $234.8万 | 5.1万股 | -1,767股-3.44% | 减仓 |
 GE VernovaGEV |
| 0.2% | 0.16% | $243.1万 | 2,069股 | $177.6万 | 2,035股 | +34股+1.67% | 加仓 |
 亚马逊AMZN |
| 0.2% | 0.19% | $240.3万 | 1.0万股 | $207.5万 | 9,964股 | +118股+1.18% | 加仓 |
| IiShares安硕信托IWC |
| 0.19% | 0.18% | $231.0万 | 1.2万股 | $202.2万 | 1.3万股 | -1,122股-8.86% | 减仓 |
| V先锋领航指数基金VB |
| 0.18% | 0.17% | $222.6万 | 7,343股 | $191.7万 | 7,319股 | +24股+0.33% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.18% | 0.2% | $218.7万 | 2.9万股 | $222.0万 | 2.9万股 | -448股-1.53% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.17% | 0.19% | $207.7万 | 2.5万股 | $208.0万 | 2.5万股 | -9股-0.04% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.16% | 0.16% | $198.7万 | 3.8万股 | $177.8万 | 3.9万股 | -974股-2.47% | 减仓 |
 谷歌AGOOGL |
| 0.16% | 0.14% | $195.7万 | 5,475股 | $157.0万 | 5,460股 | +15股+0.27% | 加仓 |
 洛克希德马丁LMT |
| 0.15% | 0.11% | $188.2万 | 3,695股 | $123.9万 | 2,050股 | +1,645股+80.24% | 加仓 |
 特斯拉TSLA |
| 0.14% | 0.14% | $174.8万 | 4,156股 | $153.3万 | 4,124股 | +32股+0.78% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.13% | 0.15% | $164.7万 | 3.4万股 | $171.4万 | 3.5万股 | -1,231股-3.48% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.13% | 0.13% | $157.9万 | 1.6万股 | $146.2万 | 1.6万股 | -111股-0.67% | 减仓 |
