| V先锋领航指数基金VOO |
| 7.47% | 7.77% | $1,687.8万 | 2.5万股 | $1,472.7万 | 2.5万股 | -71股-0.29% | 减仓 |
| IiShares安硕信托ITOT |
| 5.12% | 5.24% | $1,156.2万 | 7.1万股 | $994.3万 | 7.0万股 | +336股+0.48% | 加仓 |
| IiShares安硕信托IFRA |
| 5.05% | 5.56% | $1,141.8万 | 18.1万股 | $1,054.9万 | 18.4万股 | -3,295股-1.79% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 5.01% | 5.26% | $1,133.4万 | 15.5万股 | $997.0万 | 15.8万股 | -2,647股-1.67% | 减仓 |
| NNUSHARES ETF TRNULG |
| 4.47% | 4.18% | $1,010.8万 | 8.6万股 | $791.7万 | 8.7万股 | -709股-0.81% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 4.21% | 4.25% | $950.8万 | 17.6万股 | $805.5万 | 15.3万股 | +2.3万股+15.32% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.06% | 4.67% | $917.1万 | 8.9万股 | $885.4万 | 9.3万股 | -3,396股-3.67% | 减仓 |
| S道富SPYV |
| 3.45% | 3.92% | $779.8万 | 12.8万股 | $743.2万 | 13.1万股 | -3,073股-2.34% | 减仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 3.39% | — | $765.7万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
| IiShares安硕ESGE |
| 3.12% | 3.17% | $704.1万 | 12.9万股 | $601.2万 | 13.2万股 | -3,464股-2.62% | 减仓 |
| IiShares安硕信托IVW |
| 3.01% | 3.02% | $679.6万 | 4.9万股 | $572.2万 | 5.1万股 | -1,170股-2.31% | 减仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 2.97% | 3.08% | $670.5万 | 16.7万股 | $584.1万 | 17.3万股 | -6,100股-3.52% | 减仓 |
| WWISDOMTREE INDIAEPI |
| 2.88% | 3.28% | $651.8万 | 15.2万股 | $621.2万 | 15.2万股 | +105股+0.07% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 2.77% | 3.11% | $626.2万 | 15.8万股 | $590.1万 | 15.4万股 | +3,589股+2.33% | 加仓 |
| IiShares安硕EWJ |
| 2.7% | 2.8% | $609.4万 | 6.5万股 | $531.0万 | 6.3万股 | +2,446股+3.89% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.64% | 2.82% | $596.0万 | 8.4万股 | $533.8万 | 8.3万股 | +353股+0.42% | 加仓 |
| F富达Covington信托FSMD |
| 2.29% | 2.19% | $518.0万 | 9.8万股 | $415.6万 | 9.3万股 | +5,085股+5.47% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.27% | 2.57% | $512.2万 | 5.0万股 | $486.8万 | 4.9万股 | +956股+1.96% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 2.15% | 2.12% | $486.9万 | 10.8万股 | $402.4万 | 9.5万股 | +1.3万股+13.77% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 2.11% | — | $476.5万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| IiShares安硕信托DSI |
| 2.1% | 2.18% | $475.4万 | 3.3万股 | $413.5万 | 3.4万股 | -727股-2.13% | 减仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 2.06% | 1.89% | $464.6万 | 14.1万股 | $357.7万 | 12.2万股 | +1.9万股+15.67% | 加仓 |
| PPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDEMNT |
| 1.96% | 2.33% | $442.8万 | 4.5万股 | $442.6万 | 4.5万股 | +14股+0.03% | 加仓 |
| IiShares安硕信托IVV |
| 1.81% | 2.16% | $409.4万 | 5,466股 | $408.9万 | 6,260股 | -794股-12.68% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.73% | — | $390.5万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
| IISHARES USD GREEN BOND ETFBGRN |
| 1.52% | 1.75% | $343.6万 | 7.2万股 | $331.0万 | 7.0万股 | +2,662股+3.82% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.46% | 1.45% | $329.9万 | 5.9万股 | $274.4万 | 5.8万股 | +623股+1.07% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.41% | 3.27% | $318.3万 | 3.1万股 | $619.4万 | 6.4万股 | -3.3万股-52.19% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 1.21% | 1.51% | $272.9万 | 5.4万股 | $285.5万 | 5.6万股 | -2,496股-4.46% | 减仓 |
| V先锋领航全球基金ESGV |
| 1.07% | 1.15% | $241.2万 | 1.8万股 | $217.6万 | 1.9万股 | -1,146股-5.91% | 减仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 1.03% | 1.2% | $232.5万 | 5.1万股 | $227.0万 | 5.0万股 | +563股+1.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.88% | 1.03% | $199.5万 | 3,987股 | $195.8万 | 4,087股 | -100股-2.45% | 减仓 |
| F第一信托·USTFVD |
| 0.86% | 0.99% | $193.6万 | 4.0万股 | $187.7万 | 4.0万股 | +269股+0.67% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.77% | 0.83% | $172.9万 | 3.4万股 | $156.6万 | 3.4万股 | +22股+0.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.67% | 0.61% | $151.4万 | 2,027股 | $115.6万 | 1,777股 | +250股+14.07% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.66% | 0.84% | $150.3万 | 2.0万股 | $159.2万 | 2.2万股 | -1,708股-7.84% | 减仓 |
| IiShares安硕·COREIJR |
| 0.59% | 0.59% | $132.9万 | 8,963股 | $112.2万 | 9,027股 | -64股-0.71% | 减仓 |
 苹果AAPL |
| 0.57% | 0.7% | $128.5万 | 4,442股 | $131.9万 | 5,196股 | -754股-14.51% | 减仓 |
| V先锋领航指数基金VB |
| 0.55% | 0.56% | $123.8万 | 4,085股 | $107.0万 | 4,085股 | 00.00% | 持仓不变 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.46% | 0.62% | $102.9万 | 1.3万股 | $117.3万 | 1.6万股 | -2,666股-16.52% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.43% | 0.43% | $97.1万 | 1.2万股 | $80.9万 | 1,985股 | +9,767股+492.04% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.43% | 0.46% | $96.7万 | 1.9万股 | $86.5万 | 1.9万股 | +322股+1.69% | 加仓 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 0.41% | 0.58% | $91.7万 | 5,062股 | $110.9万 | 5,070股 | -8股-0.16% | 减仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.4% | 0.23% | $89.8万 | 1.8万股 | $42.8万 | 9,132股 | +9,049股+99.09% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.34% | 0.38% | $76.1万 | 8,899股 | $71.6万 | 9,280股 | -381股-4.11% | 减仓 |
 艺康ECL |
| 0.31% | 0.35% | $69.9万 | 2,510股 | $66.8万 | 2,510股 | 00.00% | 持仓不变 |
| NNUVEEN ESGNUSC |
| 0.3% | 0.32% | $68.1万 | 1.3万股 | $61.2万 | 1.4万股 | -510股-3.76% | 减仓 |
| SSPDR道富系列信托SHE |
| 0.29% | 0.28% | $65.2万 | 4,221股 | $53.9万 | 4,221股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.23% | 0.31% | $52.2万 | 5,941股 | $57.9万 | 7,564股 | -1,623股-21.46% | 减仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.23% | 0.24% | $52.0万 | 2,854股 | $45.2万 | 2,854股 | 00.00% | 持仓不变 |
