| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 27.98% | 26.65% | $1.23亿 | 426.2万股 | $1.01亿 | 401.8万股 | +24.4万股+6.06% | 加仓 |
| A美国世纪ETF信托AVEM |
| 10.51% | 9.91% | $4,636.8万 | 48.1万股 | $3,749.5万 | 46.5万股 | +1.5万股+3.28% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.6% | 8.59% | $3,795.0万 | 53.3万股 | $3,252.2万 | 50.8万股 | +2.5万股+4.95% | 加仓 |
| AAvantis·U SAVUV |
| 6.98% | 6.79% | $3,079.9万 | 24.7万股 | $2,568.8万 | 23.3万股 | +1.4万股+6.16% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 5.96% | 6.37% | $2,629.3万 | 25.5万股 | $2,411.3万 | 24.1万股 | +1.4万股+5.67% | 加仓 |
| IiShares安硕信托GVI |
| 4.95% | 4.92% | $2,182.7万 | 20.3万股 | $1,861.4万 | 17.5万股 | +2.7万股+15.66% | 加仓 |
| S嘉信策略信托SCHR |
| 4.27% | 4.62% | $1,881.5万 | 76.3万股 | $1,748.0万 | 70.2万股 | +6.1万股+8.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.75% | 3.82% | $1,655.1万 | 2.2万股 | $1,444.8万 | 2.2万股 | -53股-0.24% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.39% | 3.56% | $1,493.5万 | 18.1万股 | $1,347.3万 | 16.3万股 | +1.8万股+10.99% | 加仓 |
| IiShares安硕信托REET |
| 3.26% | 3.26% | $1,437.1万 | 52.0万股 | $1,234.9万 | 49.1万股 | +2.9万股+5.96% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.82% | 3% | $1,242.5万 | 25.7万股 | $1,136.3万 | 23.6万股 | +2.0万股+8.49% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 2.26% | 2.49% | $998.6万 | 19.0万股 | $942.8万 | 18.1万股 | +9,207股+5.10% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.37% | 1.46% | $604.9万 | 7.7万股 | $554.1万 | 7.0万股 | +6,650股+9.51% | 加仓 |
| IiShares安硕信托GVI |
| 1.34% | 1.55% | $591.4万 | 5.6万股 | $586.8万 | 5.5万股 | +444股+0.81% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.78% | 0.87% | $345.4万 | 3.3万股 | $327.6万 | 3.4万股 | -480股-1.42% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.75% | 0.85% | $330.5万 | 6.9万股 | $321.5万 | 6.9万股 | -108股-0.16% | 减仓 |
| IiShares安硕信托HDV |
| 0.67% | 0.79% | $295.1万 | 10.8万股 | $300.0万 | 2.2万股 | +8.6万股+387.01% | 加仓 |
| IiShares安硕信托IEFA |
| 0.6% | 0.66% | $263.1万 | 2.7万股 | $248.1万 | 2.7万股 | -166股-0.61% | 减仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.56% | $245.5万 | 8,099股 | $212.2万 | 8,103股 | -4股-0.05% | 减仓 |
 苹果AAPL |
| 0.55% | 0.58% | $243.3万 | 8,410股 | $217.9万 | 8,584股 | -174股-2.03% | 减仓 |
| I景顺QQQ信托VOO |
| 0.54% | 0.51% | $237.7万 | 3,229股 | $191.4万 | 3,317股 | -88股-2.65% | 减仓 |
| G通用动力VTI |
| 0.43% | 0.42% | $188.4万 | 5,090股 | $157.5万 | 4,910股 | +180股+3.67% | 加仓 |
 微软MSFT |
| 0.38% | 0.44% | $169.0万 | 4,530股 | $164.8万 | 4,453股 | +77股+1.73% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.36% | 0.38% | $159.1万 | 2.7万股 | $144.1万 | 2.7万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.32% | 0.34% | $141.6万 | 3.6万股 | $126.9万 | 3.6万股 | +284股+0.78% | 加仓 |
 博通AVGO |
| 0.29% | 0.34% | $130.1万 | 3,444股 | $127.1万 | 4,106股 | -662股-16.12% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.29% | 0.28% | $129.6万 | 4,314股 | $107.8万 | 4,346股 | -32股-0.74% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.29% | 0.25% | $126.9万 | 1.5万股 | $95.5万 | 1.2万股 | +2,462股+19.88% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.28% | 0.31% | $123.1万 | 7,976股 | $116.3万 | 7,976股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.27% | 0.27% | $118.7万 | 7,250股 | $103.1万 | 7,288股 | -38股-0.52% | 减仓 |
 空气化工APD |
| 0.2% | 0.23% | $87.7万 | 2,993股 | $86.9万 | 2,993股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.16% | 0.16% | $71.2万 | 3,559股 | $61.9万 | 3,547股 | +12股+0.34% | 加仓 |
| BBANK OF AMERBAC |
| 0.15% | 0.15% | $67.4万 | 1.2万股 | $57.6万 | 1.2万股 | +19股+0.16% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.15% | 0.16% | $64.0万 | 6,229股 | $59.5万 | 6,221股 | +8股+0.13% | 加仓 |
| V先锋领航指数基金VOO |
| 0.12% | 0.02% | $51.8万 | 754股 | $6.3万 | 106股 | +648股+611.32% | 加仓 |
| S嘉信策略信托SCHF |
| 0.11% | 0.12% | $49.5万 | 1.8万股 | $44.3万 | 1.8万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.11% | 0.06% | $47.7万 | 1,334股 | $21.2万 | 736股 | +598股+81.25% | 加仓 |
| A美国世纪ETF信托AVRE |
| 0.11% | 0.11% | $46.4万 | 9,803股 | $42.6万 | 9,676股 | +127股+1.31% | 加仓 |
| V先锋领航指数基金VOT |
| 0.1% | 0.1% | $45.3万 | 1,480股 | $38.1万 | 1,480股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.1% | 0.14% | $45.3万 | 1,674股 | $53.7万 | 1,729股 | -55股-3.18% | 减仓 |
| IiShares安硕信托AOR |
| 0.1% | 0.11% | $45.0万 | 6,481股 | $41.6万 | 6,464股 | +17股+0.26% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.1% | 0.08% | $42.5万 | 8,397股 | $30.0万 | 6,013股 | +2,384股+39.65% | 加仓 |
| IiShares安硕信托IVV |
| 0.09% | 0.09% | $40.8万 | 545股 | $35.6万 | 545股 | 00.00% | 持仓不变 |
| IiShares安硕EEMV |
| 0.09% | 0.09% | $40.7万 | 5,400股 | $35.0万 | 5,400股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.09% | 0.09% | $40.1万 | 7,956股 | $34.1万 | 7,472股 | +484股+6.48% | 加仓 |
 VILLAGE SUPER MKT INC CL A NEWVLGEA |
| 0.09% | 0.02% | $39.0万 | 9,245股 | $7.7万 | 1,821股 | +7,424股+407.69% | 加仓 |
| S嘉信·USSCHX |
| 0.08% | 0.08% | $36.4万 | 1.2万股 | $31.7万 | 1.2万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.08% | 0.09% | $36.2万 | 3,318股 | $32.2万 | 3,407股 | -89股-2.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.09% | $35.7万 | 714股 | $33.8万 | 706股 | +8股+1.13% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.08% | 0.03% | $34.2万 | 1.3万股 | $12.2万 | 4,902股 | +8,543股+174.28% | 加仓 |
