| J摩根大通·CORE PLUS BOND ETFJCPB |
| 6.64% | 6.7% | $9,091.3万 | 193.7万股 | $8,481.4万 | 180.1万股 | +13.5万股+7.51% | 加仓 |
 AVANTIS INTLNGG |
| 4.53% | 4.14% | $6,199.2万 | 69.5万股 | $5,236.2万 | 61.7万股 | +7.8万股+12.60% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.51% | 4.19% | $6,178.3万 | 122.6万股 | $5,311.0万 | 116.3万股 | +6.3万股+5.39% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.99% | 3.77% | $5,466.3万 | 45.9万股 | $4,769.4万 | 48.7万股 | -2.8万股-5.69% | 减仓 |
| S道富SPYV |
| 3.82% | 3.93% | $5,227.0万 | 86.0万股 | $4,974.4万 | 87.9万股 | -1.9万股-2.20% | 减仓 |
| G通用动力VTI |
| 3.6% | 3.26% | $4,935.8万 | 13.3万股 | $4,122.2万 | 12.8万股 | +4,892股+3.81% | 加仓 |
| S道富SPIB |
| 3% | 3.12% | $4,106.0万 | 122.7万股 | $3,952.9万 | 117.9万股 | +4.9万股+4.12% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 2.43% | 2.54% | $3,325.7万 | 73.9万股 | $3,219.0万 | 71.2万股 | +2.7万股+3.75% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.41% | 2.45% | $3,301.3万 | 63.1万股 | $3,102.4万 | 59.7万股 | +3.3万股+5.58% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.17% | 2.17% | $2,966.1万 | 57.3万股 | $2,748.7万 | 58.6万股 | -1.3万股-2.24% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.93% | 1.62% | $2,649.1万 | 27.5万股 | $2,052.9万 | 25.5万股 | +2.0万股+7.76% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.88% | 1.96% | $2,581.6万 | 33.4万股 | $2,481.5万 | 32.1万股 | +1.4万股+4.23% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 1.53% | 1.44% | $2,102.5万 | 44.6万股 | $1,829.3万 | 38.7万股 | +5.9万股+15.32% | 加仓 |
| V先锋领航指数基金VTV |
| 1.33% | 1.24% | $1,818.2万 | 8.3万股 | $1,571.9万 | 8.0万股 | +3,313股+4.14% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.28% | 1.39% | $1,748.5万 | 34.5万股 | $1,757.1万 | 35.1万股 | -6,309股-1.79% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.19% | 0.75% | $1,625.8万 | 19.7万股 | $948.6万 | 13.3万股 | +6.4万股+48.06% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 1.13% | 1.24% | $1,554.1万 | 29.0万股 | $1,574.4万 | 29.3万股 | -2,306股-0.79% | 减仓 |
 苹果AAPL |
| 1.09% | 1.03% | $1,487.7万 | 5.1万股 | $1,299.2万 | 5.1万股 | +218股+0.43% | 加仓 |
| A美国世纪ETF信托AVMC |
| 1.06% | 0.94% | $1,451.3万 | 18.1万股 | $1,195.3万 | 16.5万股 | +1.5万股+9.30% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.97% | 1.04% | $1,327.8万 | 18.6万股 | $1,312.9万 | 20.5万股 | -1.9万股-9.04% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 0.97% | 1.02% | $1,322.1万 | 17.3万股 | $1,294.7万 | 17.2万股 | +772股+0.45% | 加仓 |
 英伟达NVDA |
| 0.91% | 0.86% | $1,246.0万 | 6.2万股 | $1,089.4万 | 6.2万股 | -194股-0.31% | 减仓 |
 谷歌AGOOGL |
| 0.9% | 0.76% | $1,235.5万 | 3.5万股 | $957.2万 | 3.3万股 | +1,284股+3.86% | 加仓 |
 微软MSFT |
| 0.87% | 0.93% | $1,197.6万 | 3.2万股 | $1,173.5万 | 3.2万股 | +403股+1.27% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.87% | — | $1,195.5万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.86% | 0.82% | $1,178.5万 | 1.6万股 | $1,035.5万 | 1.6万股 | -141股-0.89% | 减仓 |
| IiShares安硕信托GARP |
| 0.86% | 0.56% | $1,171.2万 | 14.2万股 | $712.3万 | 11.1万股 | +3.1万股+27.41% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.85% | 0.9% | $1,157.9万 | 14.9万股 | $1,141.3万 | 14.6万股 | +3,074股+2.11% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.82% | 0.83% | $1,123.3万 | 23.2万股 | $1,052.4万 | 22.0万股 | +1.2万股+5.57% | 加仓 |
| S道富SPMD |
| 0.81% | 0.79% | $1,110.5万 | 16.4万股 | $1,003.3万 | 16.9万股 | -5,044股-2.98% | 减仓 |
 亚马逊AMZN |
| 0.74% | 0.63% | $1,012.2万 | 4.2万股 | $798.7万 | 3.8万股 | +4,119股+10.74% | 加仓 |
| NNUSHARES ETF TRNUBD |
| 0.73% | 0.74% | $1,002.5万 | 45.3万股 | $941.5万 | 42.4万股 | +2.9万股+6.84% | 加仓 |
| C资本集团股息价值CCBG |
| 0.73% | 0.47% | $999.2万 | 20.3万股 | $598.1万 | 14.1万股 | +6.2万股+44.21% | 加仓 |
| V先锋领航指数基金VUG |
| 0.72% | 0.65% | $992.6万 | 11.5万股 | $823.1万 | 1.9万股 | +9.6万股+511.52% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.7% | 0.65% | $954.6万 | 21.5万股 | $825.1万 | 21.2万股 | +2,861股+1.35% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.69% | 0.63% | $951.4万 | 12.4万股 | $794.6万 | 10.4万股 | +2.0万股+19.20% | 加仓 |
 博通AVGO |
| 0.61% | 0.58% | $829.9万 | 2.2万股 | $731.7万 | 2.4万股 | -1,672股-7.07% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.6% | 0.58% | $820.6万 | 9.6万股 | $737.6万 | 9.6万股 | +335股+0.35% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.53% | 0.56% | $726.3万 | 17.2万股 | $713.6万 | 16.9万股 | +3,033股+1.79% | 加仓 |
| V先锋领航·MALVERN FDSVSDB |
| 0.53% | 0.43% | $722.6万 | 9.5万股 | $541.5万 | 7.1万股 | +2.4万股+33.30% | 加仓 |
 科磊KLAC |
| 0.52% | 0.32% | $718.4万 | 2.4万股 | $405.3万 | 2,752股 | +2.1万股+765.26% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.48% | 1.01% | $659.6万 | 3.0万股 | $1,277.6万 | 6.7万股 | -3.7万股-54.87% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.48% | 0.47% | $655.5万 | 17.8万股 | $600.0万 | 17.7万股 | +1,302股+0.74% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.47% | 0.44% | $644.0万 | 7.7万股 | $561.4万 | 7.5万股 | +2,139股+2.86% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.46% | 0.48% | $628.8万 | 10.5万股 | $604.2万 | 11.2万股 | -6,450股-5.77% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.46% | 0.48% | $624.2万 | 7.6万股 | $610.6万 | 7.4万股 | +1,732股+2.35% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.45% | 0.47% | $615.1万 | 12.7万股 | $597.2万 | 12.4万股 | +2,728股+2.19% | 加仓 |
| WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG |
| 0.45% | 1.37% | $613.0万 | 14.2万股 | $1,733.4万 | 43.2万股 | -29.0万股-67.05% | 减仓 |
| WWisdomTree信托DGRW |
| 0.45% | 1.01% | $612.4万 | 6.4万股 | $1,279.6万 | 14.6万股 | -8.2万股-56.03% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.44% | 0.54% | $597.8万 | 12.4万股 | $688.3万 | 14.2万股 | -1.8万股-12.77% | 减仓 |
