| IiShares安硕信托IJJ |
| 6.29% | 6.05% | $2,312.4万 | 15.7万股 | $2,039.0万 | 15.4万股 | +2,645股+1.72% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 6.22% | 5.57% | $2,286.3万 | 12.8万股 | $1,879.1万 | 13.0万股 | -1,844股-1.42% | 减仓 |
| IiShares安硕信托IJK |
| 5.84% | 5.53% | $2,146.2万 | 18.3万股 | $1,866.2万 | 18.5万股 | -2,814股-1.52% | 减仓 |
| IiShares安硕信托IVW |
| 5.54% | 4.99% | $2,038.6万 | 14.8万股 | $1,682.0万 | 14.9万股 | -477股-0.32% | 减仓 |
| IiShares黄金信托IAU |
| 4.8% | 6.15% | $1,764.5万 | 23.4万股 | $2,074.3万 | 23.5万股 | -1,611股-0.68% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 4.56% | 4.82% | $1,676.2万 | 31.0万股 | $1,626.3万 | 30.8万股 | +2,168股+0.70% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.57% | 3.58% | $1,312.2万 | 8.3万股 | $1,205.8万 | 8.1万股 | +1,613股+1.98% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.54% | 3.5% | $1,301.0万 | 41.8万股 | $1,181.5万 | 42.4万股 | -5,912股-1.39% | 减仓 |
| DDimensional维度ETF信托DISV |
| 3.31% | 3.47% | $1,215.6万 | 30.3万股 | $1,168.9万 | 29.6万股 | +6,557股+2.21% | 加仓 |
| V先锋领航债券指数基金BIV |
| 3.21% | 3.28% | $1,180.5万 | 15.4万股 | $1,106.6万 | 14.3万股 | +1.1万股+7.35% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 3.08% | 3.01% | $1,132.7万 | 29.2万股 | $1,015.7万 | 29.0万股 | +2,124股+0.73% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.73% | 2.69% | $1,002.4万 | 7.3万股 | $908.6万 | 7.7万股 | -3,364股-4.39% | 减仓 |
| IInnovator ETF信托XBJA |
| 2.65% | 2.64% | $975.8万 | 28.9万股 | $891.3万 | 28.5万股 | +3,703股+1.30% | 加仓 |
| IiShares安硕信托IVV |
| 2.5% | 2.4% | $919.8万 | 1.2万股 | $810.1万 | 1.2万股 | -119股-0.96% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 2.02% | 2.11% | $741.4万 | 18.0万股 | $712.4万 | 17.1万股 | +8,962股+5.25% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 2.01% | 1.88% | $739.1万 | 17.3万股 | $633.2万 | 17.7万股 | -3,746股-2.12% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.95% | 1.85% | $716.3万 | 24.7万股 | $625.3万 | 23.5万股 | +1.2万股+5.10% | 加仓 |
| IiShares安硕·COREIJH |
| 1.4% | 1.38% | $514.9万 | 6.7万股 | $465.7万 | 6.9万股 | -2,196股-3.18% | 减仓 |
| I景顺QQQ信托VOO |
| 1.36% | 1.19% | $498.4万 | 6,768股 | $402.2万 | 6,969股 | -201股-2.88% | 减仓 |
| IiShares安硕信托EFG |
| 1.35% | 1.34% | $497.4万 | 4.0万股 | $453.2万 | 4.1万股 | -719股-1.77% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.34% | 1.43% | $492.2万 | 2.2万股 | $482.6万 | 2.3万股 | -1,179股-5.16% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.33% | 1.31% | $489.9万 | 6.2万股 | $440.7万 | 5.6万股 | +6,383股+11.48% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.31% | 1.36% | $481.5万 | 6.2万股 | $459.7万 | 5.9万股 | +3,169股+5.41% | 加仓 |
 苹果AAPL |
| 1.27% | 1.18% | $466.6万 | 1.6万股 | $397.8万 | 1.6万股 | +449股+2.86% | 加仓 |
| IiShares安硕信托GJS |
| 1.23% | 1.31% | $451.6万 | 19.8万股 | $440.4万 | 19.2万股 | +6,020股+3.13% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.16% | 1.19% | $426.5万 | 2.2万股 | $401.6万 | 2.2万股 | -205股-0.94% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.09% | 1.15% | $399.5万 | 7.9万股 | $386.3万 | 7.7万股 | +1,538股+1.99% | 加仓 |
| SSPDR黄金信托GLD |
| 1.03% | 1.36% | $379.0万 | 1.0万股 | $458.7万 | 1.1万股 | -373股-3.50% | 减仓 |
| V先锋领航指数基金VOT |
| 0.96% | 0.86% | $352.7万 | 1.2万股 | $290.9万 | 1.1万股 | +212股+1.88% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.95% | 0.99% | $351.0万 | 3.5万股 | $333.5万 | 3.3万股 | +1,672股+5.07% | 加仓 |
| V先锋领航指数基金VBK |
| 0.84% | 0.76% | $310.1万 | 8,480股 | $256.9万 | 8,499股 | -19股-0.22% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.83% | 0.83% | $307.0万 | 6.1万股 | $280.1万 | 5.6万股 | +5,039股+8.99% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.82% | 0.84% | $301.1万 | 3.1万股 | $283.1万 | 3.2万股 | -688股-2.16% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.82% | 0.85% | $299.8万 | 6.2万股 | $285.5万 | 5.9万股 | +2,477股+4.17% | 加仓 |
| IiShares安硕信托IDV |
| 0.81% | 0.95% | $296.8万 | 7.2万股 | $320.9万 | 7.5万股 | -3,773股-5.00% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.69% | 0.71% | $254.3万 | 3.9万股 | $238.1万 | 4.0万股 | -322股-0.81% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.69% | 0.67% | $252.3万 | 1.0万股 | $226.2万 | 1.0万股 | -27股-0.26% | 减仓 |
 强生JNJ |
| 0.67% | 0.7% | $245.2万 | 9,653股 | $237.7万 | 9,724股 | -71股-0.73% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.65% | 0.73% | $237.8万 | 4.9万股 | $246.3万 | 5.3万股 | -4,160股-7.83% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.55% | 0.55% | $203.3万 | 2.9万股 | $184.8万 | 2.9万股 | -309股-1.07% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.53% | 0.5% | $194.0万 | 2,598股 | $168.8万 | 2,596股 | +2股+0.08% | 加仓 |
| IiShares安硕信托GVI |
| 0.5% | 0.51% | $184.0万 | 1.7万股 | $173.5万 | 1.6万股 | +745股+4.56% | 加仓 |
| IiShares安硕·COREIJR |
| 0.43% | 0.41% | $158.8万 | 1.1万股 | $138.3万 | 1.1万股 | -420股-3.77% | 减仓 |
| IiShares安硕信托TIP |
| 0.43% | 0.47% | $158.7万 | 1.5万股 | $157.5万 | 1.4万股 | +229股+1.60% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.43% | 0.43% | $158.4万 | 2.9万股 | $144.9万 | 3.0万股 | -1,163股-3.82% | 减仓 |
 埃克森美孚XOM |
| 0.43% | 0.65% | $156.5万 | 1.1万股 | $220.0万 | 1.3万股 | -1,526股-11.77% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.36% | 0.38% | $131.6万 | 1.6万股 | $129.8万 | 1.7万股 | -562股-3.39% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.35% | 0.35% | $130.5万 | 5.0万股 | $118.7万 | 5.0万股 | -311股-0.62% | 减仓 |
 微软MSFT |
| 0.33% | 0.36% | $122.2万 | 3,276股 | $121.2万 | 3,275股 | +1股+0.03% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.31% | 0.3% | $114.9万 | 2.9万股 | $101.3万 | 2.8万股 | +685股+2.41% | 加仓 |
