| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 12.15% | 12.5% | $5,299.1万 | 109.8万股 | $4,932.5万 | 101.8万股 | +8.0万股+7.90% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 6.08% | 6.14% | $2,652.7万 | 25.5万股 | $2,425.0万 | 25.0万股 | +5,690股+2.28% | 加仓 |
| V先锋领航指数基金VUG |
| 5.83% | 5.34% | $2,543.1万 | 29.5万股 | $2,108.4万 | 4.8万股 | +24.7万股+511.60% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4.42% | 4.52% | $1,930.4万 | 38.4万股 | $1,785.5万 | 35.7万股 | +2.7万股+7.52% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.37% | 4.59% | $1,908.0万 | 18.5万股 | $1,812.9万 | 18.2万股 | +3,614股+1.99% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.99% | 4.21% | $1,739.9万 | 47.2万股 | $1,660.3万 | 48.9万股 | -1.6万股-3.37% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.81% | 3.9% | $1,661.9万 | 31.7万股 | $1,540.0万 | 29.3万股 | +2.4万股+8.23% | 加仓 |
| IIshares Gnma Bond EtfGNMA |
| 3.46% | 3.47% | $1,507.7万 | 34.1万股 | $1,368.2万 | 30.9万股 | +3.2万股+10.45% | 加仓 |
| A美国世纪ETF信托AVLC |
| 3.12% | 2.82% | $1,361.6万 | 15.1万股 | $1,114.3万 | 14.4万股 | +7,662股+5.33% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.09% | 2.87% | $1,349.3万 | 14.0万股 | $1,133.3万 | 14.1万股 | -803股-0.57% | 减仓 |
| A美国世纪ETF信托AVMV |
| 2.9% | 2.74% | $1,265.3万 | 15.7万股 | $1,080.9万 | 14.6万股 | +1.1万股+7.82% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.75% | 2.85% | $1,199.9万 | 5.3万股 | $1,125.0万 | 5.3万股 | -433股-0.81% | 减仓 |
| V先锋领航指数基金VOT |
| 2.4% | 2.18% | $1,047.5万 | 3.4万股 | $858.6万 | 3.3万股 | +833股+2.50% | 加仓 |
| AAvantis·U SAVUV |
| 2.38% | 2.23% | $1,037.7万 | 8.3万股 | $879.9万 | 8.0万股 | +3,525股+4.43% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.29% | 2.31% | $999.5万 | 4.1万股 | $911.7万 | 4.2万股 | -832股-1.98% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.08% | 2.18% | $909.7万 | 4.6万股 | $861.3万 | 4.7万股 | -704股-1.51% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.92% | 1.79% | $837.3万 | 9.2万股 | $706.3万 | 8.8万股 | +4,181股+4.77% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.68% | 1.57% | $731.1万 | 5.7万股 | $620.8万 | 5.6万股 | +1,242股+2.22% | 加仓 |
| V先锋领航指数基金VBK |
| 1.58% | 1.45% | $688.7万 | 1.9万股 | $572.2万 | 1.9万股 | -101股-0.53% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.25% | 1.39% | $545.4万 | 7.0万股 | $549.7万 | 7.0万股 | -99股-0.14% | 减仓 |
| CCBRE CL ACBRE |
| 1.19% | 1.25% | $518.6万 | 3.9万股 | $493.5万 | 3.6万股 | +2,072股+5.69% | 加仓 |
| IiShares安硕信托USRT |
| 1.18% | 1.16% | $516.9万 | 7.8万股 | $456.7万 | 7.7万股 | +625股+0.81% | 加仓 |
| IiShares安硕信托IVLU |
| 1.17% | 1.27% | $511.0万 | 12.2万股 | $500.6万 | 12.6万股 | -3,965股-3.14% | 减仓 |
| A美国世纪ETF信托EFV |
| 1.14% | 1.14% | $496.7万 | 6.4万股 | $451.0万 | 6.0万股 | +3,884股+6.44% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.01% | 1% | $442.6万 | 5,927股 | $396.5万 | 6,097股 | -170股-2.79% | 减仓 |
| IiShares安硕信托GVI |
| 0.92% | 1.01% | $399.6万 | 3.8万股 | $397.0万 | 3.7万股 | +261股+0.70% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.91% | 0.88% | $396.9万 | 1.8万股 | $349.2万 | 1.8万股 | -476股-2.58% | 减仓 |
| V先锋领航指数基金VTV |
| 0.89% | 0.9% | $389.1万 | 1.8万股 | $356.1万 | 1.8万股 | -296股-1.63% | 减仓 |
| IiShares安硕信托IJJ |
| 0.79% | 0.79% | $345.3万 | 2.3万股 | $313.4万 | 2.4万股 | -283股-1.20% | 减仓 |
 苹果AAPL |
| 0.77% | 0.69% | $337.3万 | 1.2万股 | $270.8万 | 1.1万股 | +987股+9.25% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.74% | 0.73% | $322.5万 | 7.3万股 | $289.1万 | 7.4万股 | -1,699股-2.28% | 减仓 |
| IiShares安硕信托AGG |
| 0.74% | 0.79% | $321.2万 | 3.2万股 | $310.2万 | 3.1万股 | +1,193股+3.82% | 加仓 |
| IiShares安硕信托SGOV |
| 0.65% | 0.74% | $285.0万 | 2.8万股 | $293.0万 | 2.9万股 | -800股-2.75% | 减仓 |
| IiShares安硕信托IVW |
| 0.62% | 0.58% | $272.4万 | 2.0万股 | $227.8万 | 2.0万股 | -339股-1.68% | 减仓 |
| IiShares安硕信托GVI |
| 0.59% | 0.64% | $256.0万 | 2.4万股 | $251.4万 | 2.4万股 | +106股+0.45% | 加仓 |
 AVANTIS INTLNGG |
| 0.58% | 0.6% | $253.7万 | 2.8万股 | $237.0万 | 2.8万股 | +501股+1.79% | 加仓 |
| V先锋领航·TOTALBND |
| 0.57% | 0.64% | $250.6万 | 3.4万股 | $251.4万 | 3.4万股 | +4股+0.01% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.57% | 0.61% | $247.7万 | 3.0万股 | $239.2万 | 3.1万股 | -396股-1.30% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.51% | 0.54% | $221.7万 | 4.9万股 | $213.5万 | 4.8万股 | +1,410股+2.94% | 加仓 |
| IiShares安硕信托EEM |
| 0.5% | 0.47% | $216.8万 | 3.2万股 | $185.1万 | 3.3万股 | -901股-2.76% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.49% | 0.57% | $215.7万 | 4.3万股 | $224.5万 | 4.5万股 | -2,231股-4.97% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | 0.49% | $203.5万 | 4,067股 | $194.3万 | 4,056股 | +11股+0.27% | 加仓 |
| IiShares安硕信托ITOT |
| 0.42% | 0.47% | $182.4万 | 1.1万股 | $184.5万 | 1.3万股 | -1,850股-14.28% | 减仓 |
 REALTY INCOME COMO |
| 0.41% | 0.38% | $178.3万 | 2.9万股 | $148.5万 | 2.4万股 | +4,506股+18.57% | 加仓 |
| IiShares安硕信托IWD |
| 0.4% | 0.41% | $175.3万 | 7,233股 | $163.7万 | 7,662股 | -429股-5.60% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.39% | 0.39% | $169.5万 | 2.4万股 | $155.9万 | 2.4万股 | -544股-2.24% | 减仓 |
| IiShares安硕信托TIP |
| 0.39% | 0.44% | $168.2万 | 1.5万股 | $173.6万 | 1.6万股 | -363股-2.31% | 减仓 |
| IiShares安硕信托STIP |
| 0.36% | 0.41% | $158.3万 | 1.6万股 | $162.0万 | 1.6万股 | -159股-1.02% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.33% | 0.4% | $144.8万 | 3.6万股 | $159.3万 | 4.0万股 | -4,301股-10.65% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.31% | 0.34% | $135.6万 | 2.7万股 | $135.1万 | 2.7万股 | -286股-1.06% | 减仓 |
