| DDimensional维度ETF信托DFAC |
| 14.28% | 13.88% | $3,929.1万 | 88.6万股 | $3,453.8万 | 88.9万股 | -3,060股-0.34% | 减仓 |
| DDimensional维度·USDFUV |
| 8.02% | 7.9% | $2,207.9万 | 40.1万股 | $1,966.5万 | 40.6万股 | -4,427股-1.09% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 7.5% | 8.21% | $2,064.8万 | 38.2万股 | $2,043.7万 | 38.7万股 | -4,987股-1.29% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 7.44% | 7.46% | $2,046.6万 | 29.3万股 | $1,856.2万 | 29.7万股 | -4,441股-1.49% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 4.35% | 4.62% | $1,195.8万 | 24.7万股 | $1,149.9万 | 24.0万股 | +7,481股+3.12% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 4.21% | 4.06% | $1,159.0万 | 39.7万股 | $1,009.5万 | 39.8万股 | -826股-0.21% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.9% | 4.14% | $1,072.0万 | 10.4万股 | $1,029.5万 | 10.3万股 | +932股+0.90% | 加仓 |
| V先锋领航指数基金VBK |
| 3.19% | 2.88% | $877.2万 | 2.4万股 | $716.4万 | 2.4万股 | +284股+1.20% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.11% | 2.88% | $855.8万 | 8.9万股 | $716.9万 | 8.9万股 | -272股-0.31% | 减仓 |
| IiShares安硕信托ITOT |
| 2.52% | 2.45% | $694.8万 | 4.2万股 | $610.3万 | 4.3万股 | -556股-1.30% | 减仓 |
| V先锋领航指数基金VUG |
| 2.42% | 2.26% | $666.8万 | 7.7万股 | $563.3万 | 1.3万股 | +6.5万股+500.24% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.31% | 2.21% | $635.3万 | 7.8万股 | $549.4万 | 7.7万股 | +55股+0.07% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.27% | 2.31% | $625.2万 | 10.6万股 | $574.3万 | 9.6万股 | +9,555股+9.91% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.12% | 2.2% | $582.8万 | 15.8万股 | $546.5万 | 16.1万股 | -2,692股-1.67% | 减仓 |
 苹果AAPL |
| 1.85% | 1.82% | $510.1万 | 1.8万股 | $453.5万 | 1.8万股 | -238股-1.33% | 减仓 |
| AAvantis·U SAVUV |
| 1.61% | 1.56% | $443.4万 | 3.6万股 | $388.7万 | 3.5万股 | +351股+1.00% | 加仓 |
| I景顺QQQ信托VOO |
| 1.5% | 1.3% | $413.6万 | 5,616股 | $324.3万 | 5,619股 | -3股-0.05% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.4% | 1.38% | $385.6万 | 9.2万股 | $343.8万 | 9.4万股 | -1,132股-1.21% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.23% | 1.2% | $338.9万 | 3.7万股 | $299.0万 | 3.7万股 | +62股+0.17% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.23% | 1.2% | $337.2万 | 4.1万股 | $298.9万 | 4.2万股 | -1,078股-2.57% | 减仓 |
| I景顺交易所交易基金信托XSVM |
| 1.16% | 1.1% | $318.8万 | 4.6万股 | $272.9万 | 4.5万股 | +524股+1.16% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.02% | 0.95% | $279.9万 | 7.0万股 | $235.5万 | 7.0万股 | +49股+0.07% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1% | 0.94% | $274.2万 | 6.7万股 | $234.2万 | 6.8万股 | -312股-0.46% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.97% | 1.03% | $267.8万 | 7.8万股 | $255.6万 | 7.9万股 | -852股-1.07% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.97% | 0.89% | $267.6万 | 3.0万股 | $222.0万 | 6,041股 | +2.4万股+403.92% | 加仓 |
| IiShares安硕信托IMTM |
| 0.96% | 0.95% | $263.4万 | 4.9万股 | $236.4万 | 4.9万股 | +168股+0.34% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.92% | 0.88% | $253.9万 | 1.8万股 | $220.2万 | 1.8万股 | +295股+1.68% | 加仓 |
| IiShares安硕信托IDEV |
| 0.92% | 0.94% | $253.4万 | 2.8万股 | $234.6万 | 2.8万股 | +396股+1.41% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.88% | 0.93% | $242.3万 | 5.1万股 | $232.6万 | 4.9万股 | +2,170股+4.47% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.84% | 0.9% | $230.5万 | 5.7万股 | $223.5万 | 5.7万股 | +763股+1.35% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.78% | 0.76% | $213.7万 | 5.5万股 | $188.7万 | 5.4万股 | +1,240股+2.30% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.73% | 0.78% | $199.6万 | 2.6万股 | $194.4万 | 2.5万股 | +843股+3.35% | 加仓 |
| G通用动力VTI |
| 0.68% | 0.3% | $186.6万 | 5,044股 | $75.8万 | 2,362股 | +2,682股+113.55% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.61% | 0.63% | $169.2万 | 3.8万股 | $156.8万 | 3.5万股 | +2,457股+6.96% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.54% | 0.42% | $149.7万 | 7,855股 | $104.4万 | 7,855股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.51% | 0.59% | $141.1万 | 2.9万股 | $145.8万 | 3.1万股 | -1,874股-6.01% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.46% | 0.48% | $127.4万 | 1.3万股 | $118.6万 | 1.3万股 | -155股-1.16% | 减仓 |
 亚马逊AMZN |
| 0.46% | 0.46% | $126.2万 | 5,296股 | $115.5万 | 5,548股 | -252股-4.54% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.44% | 0.45% | $122.4万 | 2.4万股 | $112.1万 | 2.2万股 | +1,915股+8.53% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.38% | 0.4% | $105.8万 | 2.3万股 | $100.0万 | 2.3万股 | -31股-0.13% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.38% | 0.38% | $105.1万 | 4,326股 | $94.0万 | 4,326股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 0.37% | 0.29% | $103.1万 | 3,008股 | $72.2万 | 3,008股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.36% | 0.46% | $98.5万 | 2,639股 | $113.3万 | 3,061股 | -422股-13.79% | 减仓 |
| IiShares安硕信托IQLT |
| 0.36% | 0.38% | $98.3万 | 2.0万股 | $94.2万 | 2.0万股 | -525股-2.58% | 减仓 |
 M&T银行MTB |
| 0.33% | 0.5% | $91.7万 | 3,851股 | $125.5万 | 6,071股 | -2,220股-36.57% | 减仓 |
 思科CSCO |
| 0.33% | 0.22% | $91.1万 | 7,752股 | $54.6万 | 7,036股 | +716股+10.18% | 加仓 |
| V先锋领航指数基金VOO |
| 0.27% | 0.11% | $74.5万 | 1,085股 | $26.2万 | 439股 | +646股+147.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.27% | $74.2万 | 994股 | $66.0万 | 1,015股 | -21股-2.07% | 减仓 |
| SSPDR道富系列信托TFI |
| 0.26% | 0.31% | $72.1万 | 1.6万股 | $76.4万 | 1.7万股 | -1,126股-6.68% | 减仓 |
 GE航空GE |
| 0.26% | 0.29% | $71.6万 | 1,917股 | $72.9万 | 2,570股 | -653股-25.41% | 减仓 |
