| IiShares安硕信托IVV |
| 25.12% | 24.37% | $4,560.3万 | 6.1万股 | $4,030.0万 | 6.2万股 | -801股-1.30% | 减仓 |
| IiShares安硕信托AGG |
| 17.08% | 18.3% | $3,100.4万 | 31.3万股 | $3,025.4万 | 30.5万股 | +8,469股+2.78% | 加仓 |
| IiShares安硕·COREIJR |
| 13.9% | 13.03% | $2,523.9万 | 17.0万股 | $2,154.7万 | 17.3万股 | -3,153股-1.82% | 减仓 |
| V先锋领航债券指数基金BSV |
| 10.68% | 11.44% | $1,939.2万 | 24.9万股 | $1,892.4万 | 24.1万股 | +7,553股+3.13% | 加仓 |
| V先锋领航指数基金VNQ |
| 8.85% | 8.89% | $1,607.1万 | 16.7万股 | $1,469.6万 | 16.6万股 | +978股+0.59% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.53% | 6.78% | $1,185.1万 | 28.7万股 | $1,120.6万 | 28.8万股 | -330股-0.11% | 减仓 |
| G通用动力VTI |
| 3.86% | 3.54% | $700.4万 | 1.9万股 | $586.0万 | 1.8万股 | +662股+3.62% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.73% | 3.58% | $677.2万 | 16.8万股 | $592.2万 | 17.5万股 | -6,492股-3.71% | 减仓 |
| IiShares安硕信托AOA |
| 2.69% | 2.64% | $488.0万 | 5.0万股 | $436.5万 | 4.9万股 | +678股+1.37% | 加仓 |
| IiShares安硕信托AOR |
| 2.33% | 2.32% | $422.9万 | 6.1万股 | $383.0万 | 6.0万股 | +1,335股+2.24% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.98% | 1.89% | $359.0万 | 4.2万股 | $312.3万 | 4.0万股 | +1,491股+3.68% | 加仓 |
| V先锋领航·TOTALBND |
| 1.3% | 1.33% | $236.2万 | 3.2万股 | $219.7万 | 3.0万股 | +2,339股+7.84% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.71% | 0.72% | $129.5万 | 2.7万股 | $119.3万 | 2.5万股 | +1,910股+7.70% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.63% | 0.65% | $113.7万 | 2.3万股 | $107.4万 | 2.3万股 | +113股+0.50% | 加仓 |
 GE VernovaGEV |
| 0.3% | 0.25% | $55.0万 | 468股 | $40.9万 | 468股 | 00.00% | 持仓不变 |
 LIBERTY LIVELLYVK |
| 0.16% | 0.15% | $28.5万 | 2,699股 | $25.4万 | 2,699股 | 00.00% | 持仓不变 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 0.14% | 0.12% | $25.6万 | 8,673股 | $20.0万 | 8,673股 | 00.00% | 持仓不变 |
