| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 17.52% | 16.47% | $5,061.8万 | 145.4万股 | $4,053.6万 | 132.9万股 | +12.5万股+9.41% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 16.54% | 15.09% | $4,780.7万 | 141.3万股 | $3,715.3万 | 127.5万股 | +13.7万股+10.76% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.66% | 9.42% | $2,790.2万 | 39.2万股 | $2,317.8万 | 36.2万股 | +3.0万股+8.27% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 6.09% | 6.12% | $1,759.5万 | 41.7万股 | $1,505.8万 | 35.7万股 | +6.0万股+16.87% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 5.86% | 5.88% | $1,692.1万 | 31.0万股 | $1,446.5万 | 26.7万股 | +4.2万股+15.83% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 5.83% | 5.89% | $1,684.6万 | 35.3万股 | $1,450.9万 | 30.3万股 | +5.0万股+16.42% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.65% | 4.28% | $1,345.0万 | 16.3万股 | $1,052.8万 | 14.8万股 | +1.5万股+10.36% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.97% | 4.14% | $1,146.3万 | 28.6万股 | $1,019.4万 | 25.8万股 | +2.7万股+10.51% | 加仓 |
| V先锋领航指数基金VUG |
| 3.78% | 3.66% | $1,091.6万 | 12.7万股 | $901.9万 | 2.1万股 | +10.6万股+513.68% | 加仓 |
| V先锋领航指数基金VTV |
| 3.47% | 3.6% | $1,001.8万 | 4.6万股 | $886.7万 | 4.5万股 | +779股+1.72% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.88% | 2.81% | $831.7万 | 13.9万股 | $692.6万 | 12.8万股 | +1.1万股+8.75% | 加仓 |
| IiShares安硕信托IDEV |
| 2.56% | 2.75% | $739.0万 | 8.3万股 | $676.0万 | 8.1万股 | +2,132股+2.64% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.44% | 2.63% | $706.3万 | 14.0万股 | $648.2万 | 13.0万股 | +9,714股+7.48% | 加仓 |
| IiShares安硕IEMG |
| 1.94% | 1.9% | $560.5万 | 6.8万股 | $468.0万 | 6.7万股 | +561股+0.84% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 1.76% | 1.64% | $509.4万 | 11.9万股 | $404.1万 | 11.3万股 | +6,443股+5.70% | 加仓 |
| IiShares安硕信托GVI |
| 1.72% | 2.07% | $496.6万 | 4.6万股 | $509.1万 | 4.8万股 | -1,809股-3.77% | 减仓 |
| IiShares安硕信托IEFA |
| 1.13% | 1.27% | $325.3万 | 3.4万股 | $313.7万 | 3.5万股 | -966股-2.79% | 减仓 |
| V先锋领航指数基金VBK |
| 0.61% | 0.61% | $175.2万 | 4,791股 | $149.4万 | 4,943股 | -152股-3.08% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.6% | 0.63% | $174.6万 | 3.5万股 | $155.8万 | 3.4万股 | +535股+1.57% | 加仓 |
| VVanEck ETF信托HYD |
| 0.59% | 0.65% | $171.0万 | 3.3万股 | $160.0万 | 3.2万股 | +1,298股+4.07% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.57% | 0.66% | $164.4万 | 6.5万股 | $162.7万 | 6.6万股 | -990股-1.51% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.56% | 0.61% | $161.0万 | 6,624股 | $150.7万 | 6,936股 | -312股-4.50% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 0.53% | 1.21% | $153.3万 | 3.0万股 | $297.9万 | 5.9万股 | -2.9万股-48.62% | 减仓 |
| IiShares安硕信托GVI |
| 0.34% | 0.4% | $98.6万 | 9,257股 | $97.3万 | 9,137股 | +120股+1.31% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.34% | 0.34% | $97.0万 | 4,385股 | $83.4万 | 4,401股 | -16股-0.36% | 减仓 |
| IiShares安硕信托USMV |
| 0.33% | 0.4% | $94.6万 | 9,806股 | $97.3万 | 1.0万股 | -691股-6.58% | 减仓 |
 苹果AAPL |
| 0.3% | 0.34% | $88.0万 | 3,042股 | $84.2万 | 3,319股 | -277股-8.35% | 减仓 |
| V先锋领航·TOTALBND |
| 0.28% | 0.26% | $80.0万 | 1.1万股 | $63.6万 | 8,631股 | +2,270股+26.30% | 加仓 |
| S嘉信·USSCHX |
| 0.27% | 0.28% | $77.8万 | 2.6万股 | $69.5万 | 2.7万股 | -662股-2.44% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.25% | 0.25% | $71.2万 | 1,808股 | $60.4万 | 1,925股 | -117股-6.08% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.21% | 0.23% | $59.5万 | 1.1万股 | $55.8万 | 1.2万股 | -395股-3.32% | 减仓 |
 达登饭店DRI |
| 0.19% | 0.29% | $54.2万 | 2,631股 | $71.2万 | 3,631股 | -1,000股-27.54% | 减仓 |
| IiShares安硕信托IVV |
| 0.16% | 0.23% | $47.0万 | 627股 | $56.6万 | 867股 | -240股-27.68% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.16% | 0.18% | $46.3万 | 6,892股 | $44.9万 | 6,832股 | +60股+0.88% | 加仓 |
| V先锋领航指数基金VB |
| 0.16% | 0.16% | $45.3万 | 1,495股 | $39.2万 | 1,495股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.15% | 0.16% | $43.5万 | 1.6万股 | $38.7万 | 1.6万股 | +94股+0.60% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.15% | 0.17% | $43.1万 | 3,625股 | $41.0万 | 4,185股 | -560股-13.38% | 减仓 |
 英伟达NVDA |
| 0.14% | 0.14% | $41.2万 | 2,058股 | $35.5万 | 2,037股 | +21股+1.03% | 加仓 |
| SSPDR道富系列信托EBND |
| 0.14% | 0.17% | $40.7万 | 1.9万股 | $40.8万 | 2.0万股 | -288股-1.46% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.13% | 0.17% | $38.1万 | 2,411股 | $41.7万 | 2,814股 | -403股-14.32% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.12% | 0.13% | $35.9万 | 1.2万股 | $31.2万 | 1.2万股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.12% | 0.17% | $34.3万 | 5,646股 | $40.8万 | 7,207股 | -1,561股-21.66% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.11% | 0.14% | $32.3万 | 4,148股 | $35.6万 | 4,539股 | -391股-8.61% | 减仓 |
| IiShares安硕信托EFAV |
| 0.11% | 0.14% | $31.3万 | 3,567股 | $34.6万 | 3,785股 | -218股-5.76% | 减仓 |
 迪尔DE |
| 0.1% | 0.11% | $29.8万 | 470股 | $26.5万 | 470股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.1% | $29.0万 | 389股 | $25.3万 | 389股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.09% | 0.1% | $25.3万 | 2,627股 | $24.8万 | 2,640股 | -13股-0.49% | 减仓 |
 亚马逊AMZN |
| 0.09% | 0.09% | $24.8万 | 1,040股 | $21.5万 | 1,030股 | +10股+0.97% | 加仓 |
| VVANECK JPMEMLC |
| 0.08% | 0.09% | $23.1万 | 9,054股 | $21.0万 | 8,351股 | +703股+8.42% | 加仓 |
 微软MSFT |
| 0.08% | 0.1% | $23.1万 | 619股 | $25.1万 | 678股 | -59股-8.70% | 减仓 |
