| IiShares安硕信托ITOT |
| 19.74% | 19.19% | $2,656.0万 | 16.2万股 | $2,514.0万 | 17.7万股 | -1.5万股-8.40% | 减仓 |
| IiShares安硕信托IEFA |
| 7.88% | 8.22% | $1,060.5万 | 11.0万股 | $1,077.2万 | 11.9万股 | -9,177股-7.71% | 减仓 |
| G通用动力VTI |
| 6.34% | 5.78% | $853.1万 | 2.3万股 | $757.3万 | 2.4万股 | -551股-2.33% | 减仓 |
| IiShares安硕IEMG |
| 4.56% | 4.33% | $614.1万 | 7.4万股 | $567.8万 | 8.1万股 | -7,277股-8.94% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.28% | 4.31% | $576.5万 | 8.1万股 | $565.3万 | 8.8万股 | -7,303股-8.28% | 减仓 |
| IiShares安硕信托GVI |
| 3.99% | 4.44% | $537.3万 | 5.0万股 | $581.3万 | 5.5万股 | -4,117股-7.54% | 减仓 |
| IiShares安硕信托GVI |
| 3.35% | 3.42% | $450.3万 | 4.2万股 | $447.7万 | 4.2万股 | -336股-0.80% | 减仓 |
| GGlobal X基金CLIP |
| 2.73% | 2.72% | $366.6万 | 3.7万股 | $356.8万 | 3.6万股 | +993股+2.79% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.54% | 2.36% | $341.4万 | 6.8万股 | $309.3万 | 6.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSB |
| 2.46% | 2.87% | $330.6万 | 7.2万股 | $376.0万 | 8.1万股 | -9,759股-11.99% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.07% | 2.07% | $278.2万 | 4.7万股 | $271.3万 | 5.0万股 | -3,579股-7.13% | 减仓 |
| IiShares安硕信托IUSV |
| 2.01% | 1.91% | $269.8万 | 2.4万股 | $250.4万 | 2.4万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.94% | 1.82% | $261.2万 | 3.2万股 | $238.9万 | 3.4万股 | -1,821股-5.40% | 减仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 1.9% | 1.92% | $256.2万 | 5.1万股 | $251.7万 | 5.0万股 | +1,019股+2.04% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.84% | 1.78% | $248.1万 | 1.9万股 | $233.5万 | 2.1万股 | -1,626股-7.74% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.61% | 1.72% | $216.0万 | 2.6万股 | $225.5万 | 2.7万股 | -1,108股-4.07% | 减仓 |
| V先锋领航指数基金VB |
| 1.54% | 1.75% | $207.0万 | 6,829股 | $228.8万 | 8,735股 | -1,906股-21.82% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.48% | 1.54% | $198.6万 | 4.8万股 | $201.6万 | 5.2万股 | -3,602股-6.96% | 减仓 |
| FFIDELITY MERRIMACK STR TRFMUN |
| 1.44% | 1.7% | $194.2万 | 3.9万股 | $222.2万 | 4.5万股 | -6,238股-13.93% | 减仓 |
| A美国世纪ETF信托AVRE |
| 1.35% | 1.32% | $181.6万 | 3.8万股 | $173.6万 | 3.9万股 | -1,089股-2.76% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.17% | 1.2% | $157.4万 | 4.3万股 | $157.3万 | 4.6万股 | -3,571股-7.71% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.1% | 1.23% | $147.4万 | 1.9万股 | $161.0万 | 2.1万股 | -1,644股-7.88% | 减仓 |
AVANTIS INTLNGG |
| 1.01% | 1.44% | $136.0万 | 1.5万股 | $188.9万 | 2.2万股 | -7,015股-31.51% | 减仓 |
| V先锋领航指数基金VV |
| 1% | 1.17% | $135.1万 | 3,929股 | $153.7万 | 5,144股 | -1,215股-23.62% | 减仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.98% | 1.02% | $131.7万 | 3.2万股 | $133.3万 | 3.2万股 | -292股-0.91% | 减仓 |
XPOXPO |
| 0.97% | 0.95% | $131.1万 | 6,385股 | $124.2万 | 6,385股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.94% | 0.91% | $125.9万 | 1,681股 | $119.3万 | 1,826股 | -145股-7.94% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.86% | 0.85% | $116.3万 | 1.4万股 | $111.0万 | 1.5万股 | -897股-6.07% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.84% | 0.91% | $112.7万 | 2.2万股 | $119.6万 | 2.4万股 | -1,677股-7.00% | 减仓 |
| IiShares安硕信托LQD |
| 0.83% | 0.72% | $111.1万 | 1.0万股 | $94.7万 | 8,686股 | +1,499股+17.26% | 加仓 |
| V先锋领航·TOTALBND |
| 0.82% | 0.88% | $110.4万 | 1.5万股 | $115.4万 | 1.6万股 | -638股-4.07% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.81% | 0.84% | $109.1万 | 3.7万股 | $110.0万 | 4.1万股 | -3,660股-8.95% | 减仓 |
| IiShares安硕信托IXUS |
| 0.78% | 0.77% | $105.6万 | 1.1万股 | $101.1万 | 1.2万股 | -608股-5.21% | 减仓 |
派克汉尼汾PH |
| 0.78% | 0.73% | $104.9万 | 1,072股 | $96.0万 | 1,072股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.7% | 0.74% | $94.1万 | 1.9万股 | $97.6万 | 2.0万股 | -694股-3.54% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.64% | 0.61% | $86.4万 | 3,557股 | $79.6万 | 3,666股 | -109股-2.97% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.64% | — | $85.5万 | 9,997股 | $0 | 0股 | +9,997股 | 新买入 |
| V先锋领航国际股票指数基金VSS |
| 0.63% | 0.73% | $85.2万 | 5,522股 | $95.6万 | 6,558股 | -1,036股-15.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.61% | — | $82.7万 | 2,341股 | $0 | 0股 | +2,341股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.6% | 0.56% | $80.9万 | 3,713股 | $73.1万 | 3,726股 | -13股-0.35% | 减仓 |
| IiShares安硕信托CMF |
| 0.46% | 0.36% | $61.4万 | 1.1万股 | $47.4万 | 8,337股 | +2,307股+27.67% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.44% | 0.41% | $59.4万 | 1.1万股 | $53.8万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.39% | 0.41% | $52.5万 | 6,733股 | $53.8万 | 6,861股 | -128股-1.87% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.37% | 0.35% | $49.9万 | 5,637股 | $46.5万 | 5,637股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.37% | 0.37% | $49.7万 | 1.0万股 | $48.3万 | 1.0万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.35% | 0.37% | $47.3万 | 9,784股 | $48.3万 | 1.0万股 | -286股-2.84% | 减仓 |
| SSPDR道富指数基金EWX |
| 0.33% | 0.3% | $44.6万 | 6,000股 | $39.7万 | 6,000股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.32% | 0.29% | $42.9万 | 7,520股 | $38.2万 | 7,837股 | -317股-4.04% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.32% | 0.41% | $42.8万 | 9,548股 | $53.6万 | 1.2万股 | -2,518股-20.87% | 减仓 |
| IiShares安硕信托AGG |
| 0.31% | 0.27% | $41.6万 | 4,199股 | $35.3万 | 3,556股 | +643股+18.08% | 加仓 |