| V先锋领航白厅基金VYM |
| 10.85% | 11.15% | $3,646.5万 | 23.1万股 | $3,344.3万 | 22.6万股 | +4,992股+2.21% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 9.99% | 10.65% | $3,355.5万 | 71.5万股 | $3,197.2万 | 67.9万股 | +3.6万股+5.36% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.63% | 8.29% | $2,899.7万 | 70.3万股 | $2,489.0万 | 63.8万股 | +6.5万股+10.22% | 加仓 |
| IiShares安硕信托IWY |
| 7.85% | 7.29% | $2,638.9万 | 9.1万股 | $2,186.3万 | 8.8万股 | +3,021股+3.44% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 7.31% | 7% | $2,454.7万 | 29.8万股 | $2,101.9万 | 29.5万股 | +2,662股+0.90% | 加仓 |
| IiShares安硕信托IUSB |
| 4.89% | 5.33% | $1,642.8万 | 35.6万股 | $1,600.4万 | 34.6万股 | +9,497股+2.74% | 加仓 |
| V先锋领航·MIDVO |
| 4.83% | 4.38% | $1,622.3万 | 20.1万股 | $1,312.9万 | 4.6万股 | +15.6万股+341.34% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.08% | 3.59% | $1,370.6万 | 34.1万股 | $1,076.7万 | 31.7万股 | +2.4万股+7.51% | 加仓 |
| IiShares安硕信托IVV |
| 3.91% | 3.74% | $1,314.0万 | 1.8万股 | $1,121.5万 | 1.7万股 | +381股+2.22% | 加仓 |
| IiShares安硕信托IXUS |
| 3.18% | 3.92% | $1,067.5万 | 11.2万股 | $1,176.2万 | 13.6万股 | -2.5万股-18.06% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.8% | 2.9% | $940.6万 | 18.6万股 | $869.6万 | 17.4万股 | +1.2万股+7.01% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.72% | 2.9% | $913.5万 | 18.9万股 | $869.2万 | 18.1万股 | +7,746股+4.28% | 加仓 |
| S道富SPIB |
| 2.58% | 2.77% | $868.3万 | 26.0万股 | $830.8万 | 24.8万股 | +1.1万股+4.56% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.02% | 1.88% | $677.2万 | 8.6万股 | $563.0万 | 7.1万股 | +1.5万股+20.67% | 加仓 |
 礼来LLY |
| 1.99% | 1.67% | $669.0万 | 5,577股 | $500.6万 | 5,443股 | +134股+2.46% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.91% | 1.87% | $640.5万 | 22.1万股 | $561.8万 | 21.1万股 | +9,742股+4.61% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.69% | 1.7% | $569.4万 | 2.4万股 | $510.3万 | 2.4万股 | +335股+1.41% | 加仓 |
| IiShares安硕信托AGG |
| 1.32% | 1.41% | $443.0万 | 4.5万股 | $421.8万 | 4.2万股 | +2,303股+5.42% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.29% | 1.18% | $433.2万 | 4.9万股 | $352.8万 | 9,594股 | +4.0万股+413.62% | 加仓 |
| V先锋领航指数基金VUG |
| 1.22% | 1.16% | $409.7万 | 4.8万股 | $346.9万 | 7,942股 | +4.0万股+498.90% | 加仓 |
| IiShares安硕·COREIJH |
| 0.95% | 1.18% | $317.8万 | 4.1万股 | $354.5万 | 5.3万股 | -1.2万股-21.94% | 减仓 |
| V先锋领航·TOTALBND |
| 0.94% | 1.06% | $316.9万 | 4.3万股 | $317.8万 | 4.3万股 | +20股+0.05% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.84% | 1.03% | $282.7万 | 3.6万股 | $309.3万 | 3.9万股 | -3,158股-8.01% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.62% | 0.66% | $207.2万 | 4.1万股 | $198.1万 | 4.0万股 | +1,260股+3.17% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.59% | 0.54% | $197.8万 | 3.8万股 | $161.6万 | 3.6万股 | +2,446股+6.83% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.57% | 0.57% | $190.3万 | 8,383股 | $169.6万 | 8,034股 | +349股+4.34% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.52% | 0.5% | $174.1万 | 1.4万股 | $149.9万 | 3,515股 | +1.1万股+298.92% | 加仓 |
| IiShares安硕信托USMV |
| 0.5% | 0.57% | $169.5万 | 1.8万股 | $170.3万 | 1.8万股 | -785股-4.28% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.48% | 0.49% | $161.8万 | 2.0万股 | $147.3万 | 1.8万股 | +1,772股+9.95% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.42% | 0.44% | $141.8万 | 1.3万股 | $133.3万 | 1.3万股 | -324股-2.51% | 减仓 |
| IiShares安硕·COREIJR |
| 0.37% | 0.35% | $122.7万 | 8,273股 | $105.1万 | 8,458股 | -185股-2.19% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.36% | 0.39% | $121.8万 | 2.4万股 | $117.9万 | 2.4万股 | +456股+1.93% | 加仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.29% | $112.0万 | 1,631股 | $86.5万 | 1,448股 | +183股+12.64% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.33% | 0.32% | $110.0万 | 1.3万股 | $95.2万 | 1.3万股 | -9股-0.07% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.31% | 0.38% | $105.8万 | 2.3万股 | $114.8万 | 2.5万股 | -1,906股-7.58% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.3% | 0.32% | $99.2万 | 3.8万股 | $97.2万 | 4.1万股 | -3,146股-7.66% | 减仓 |
 苹果AAPL |
| 0.29% | 0.28% | $96.1万 | 3,322股 | $84.3万 | 3,321股 | +1股+0.03% | 加仓 |
| AAT&TT |
| 0.27% | 0.28% | $89.6万 | 4.3万股 | $84.4万 | 2.9万股 | +1.4万股+48.56% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.26% | 0.29% | $88.6万 | 1.7万股 | $87.2万 | 1.7万股 | +38股+0.22% | 加仓 |
 摩根大通JPM |
| 0.26% | 0.25% | $88.2万 | 2,693股 | $74.0万 | 2,515股 | +178股+7.08% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.25% | 0.25% | $85.1万 | 6,226股 | $73.9万 | 6,243股 | -17股-0.27% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.23% | 0.25% | $76.9万 | 1.8万股 | $75.5万 | 1.8万股 | +357股+2.00% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.23% | 0.24% | $76.3万 | 1.5万股 | $71.0万 | 1.4万股 | +1,043股+7.72% | 加仓 |
 实耐宝SNA |
| 0.2% | 0.2% | $67.8万 | 1,686股 | $60.8万 | 1,675股 | +11股+0.66% | 加仓 |
| IiShares安硕信托IWL |
| 0.2% | 0.23% | $66.2万 | 3,581股 | $69.8万 | 4,349股 | -768股-17.66% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.18% | 0.2% | $60.8万 | 5,850股 | $59.4万 | 6,114股 | -264股-4.32% | 减仓 |
 微软MSFT |
| 0.18% | 0.19% | $59.5万 | 1,595股 | $57.6万 | 1,557股 | +38股+2.44% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.17% | 0.19% | $57.7万 | 3.0万股 | $57.0万 | 3.0万股 | -106股-0.35% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.16% | 0.16% | $52.1万 | 4,724股 | $48.9万 | 5,030股 | -306股-6.08% | 减仓 |
 亚马逊AMZN |
| 0.15% | 0.13% | $50.8万 | 2,130股 | $38.8万 | 1,862股 | +268股+14.39% | 加仓 |
