| S道富SPYM |
| 12.14% | 8.3% | $8,750.4万 | 99.6万股 | $5,248.1万 | 68.6万股 | +31.0万股+45.22% | 加仓 |
| B贝莱德ETF信托CORO |
| 4.8% | 4.81% | $3,459.2万 | 94.5万股 | $3,042.2万 | 94.6万股 | -1,037股-0.11% | 减仓 |
| IiShares安硕信托IVW |
| 4.58% | 4.45% | $3,302.4万 | 24.0万股 | $2,813.9万 | 24.9万股 | -8,653股-3.48% | 减仓 |
| B贝莱德ETF信托DYNF |
| 3.9% | 3.8% | $2,809.4万 | 41.3万股 | $2,402.7万 | 41.3万股 | +110股+0.03% | 加仓 |
| IiShares安硕·S&PIVE |
| 3.51% | 4.47% | $2,532.7万 | 11.2万股 | $2,823.2万 | 13.4万股 | -2.2万股-16.58% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.81% | 2.8% | $2,024.4万 | 24.7万股 | $1,772.7万 | 25.0万股 | -2,933股-1.17% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.39% | 2.39% | $1,721.1万 | 33.3万股 | $1,512.6万 | 33.5万股 | -2,276股-0.68% | 减仓 |
| B贝莱德ETF信托BAI |
| 2.21% | 2.01% | $1,590.6万 | 30.2万股 | $1,268.1万 | 38.5万股 | -8.3万股-21.60% | 减仓 |
| V先锋领航指数基金VOO |
| 2.19% | 2.45% | $1,579.7万 | 2.3万股 | $1,549.7万 | 2.6万股 | -2,934股-11.31% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.99% | 1.34% | $1,434.5万 | 24.3万股 | $846.8万 | 14.2万股 | +10.1万股+71.04% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.91% | — | $1,376.9万 | 49.1万股 | $0 | 0股 | +49.1万股 | 新买入 |
 苹果AAPL |
| 1.83% | 1.79% | $1,316.1万 | 4.5万股 | $1,132.9万 | 4.5万股 | +843股+1.89% | 加仓 |
| IiShares安硕信托IUSB |
| 1.77% | 1.53% | $1,277.7万 | 27.7万股 | $970.4万 | 21.0万股 | +6.7万股+31.79% | 加仓 |
 iShares安硕·MBSACGL |
| 1.71% | 1.91% | $1,235.9万 | 13.1万股 | $1,210.1万 | 12.7万股 | +3,313股+2.60% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.69% | 1.76% | $1,219.5万 | 17.1万股 | $1,110.3万 | 17.3万股 | -2,100股-1.21% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.63% | 1.69% | $1,178.0万 | 5.0万股 | $1,068.8万 | 5.0万股 | +88股+0.18% | 加仓 |
| SSPDR道富系列信托SPTL |
| 1.61% | 3.27% | $1,159.6万 | 44.2万股 | $2,070.0万 | 78.7万股 | -34.5万股-43.83% | 减仓 |
| B贝莱德ETF信托THRO |
| 1.59% | 2.04% | $1,148.6万 | 26.6万股 | $1,289.5万 | 35.6万股 | -9.0万股-25.16% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.5% | 1.47% | $1,083.3万 | 46.8万股 | $932.2万 | 40.1万股 | +6.7万股+16.66% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.47% | 1.51% | $1,060.5万 | 6.6万股 | $956.6万 | 8.5万股 | -2.0万股-23.06% | 减仓 |
| V先锋领航全球基金VGT |
| 1.46% | 1.21% | $1,052.7万 | 8.8万股 | $768.2万 | 1.1万股 | +7.7万股+700.00% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.37% | 1.38% | $989.0万 | 19.6万股 | $874.3万 | 19.2万股 | +4,742股+2.48% | 加仓 |
| GGlobal X基金SHLD |
| 1.35% | 1.56% | $970.3万 | 16.3万股 | $988.5万 | 14.0万股 | +2.3万股+16.45% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.3% | 1.65% | $935.9万 | 19.3万股 | $1,040.9万 | 21.7万股 | -2.3万股-10.80% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.27% | 1.36% | $912.2万 | 22.1万股 | $862.2万 | 22.1万股 | -149股-0.07% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.23% | 1.36% | $884.2万 | 22.0万股 | $859.6万 | 25.4万股 | -3.4万股-13.38% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.11% | 1.09% | $799.7万 | 15.9万股 | $691.8万 | 16.8万股 | -9,713股-5.76% | 减仓 |
| V先锋领航指数基金VUG |
| 1.1% | 1.01% | $789.6万 | 9.2万股 | $638.9万 | 1.5万股 | +7.7万股+526.65% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.09% | 1.13% | $783.3万 | 18.8万股 | $716.6万 | 19.5万股 | -7,249股-3.72% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.04% | 1.18% | $746.1万 | 8.1万股 | $746.2万 | 8.1万股 | +52股+0.06% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.01% | 1.19% | $725.4万 | 27.4万股 | $749.4万 | 28.6万股 | -1.2万股-4.37% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.99% | 0.97% | $711.9万 | 1.9万股 | $612.9万 | 1.9万股 | +190股+0.99% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.94% | 0.78% | $678.7万 | 2.7万股 | $491.6万 | 2.7万股 | -192股-0.71% | 减仓 |
| V先锋领航指数基金VTV |
| 0.86% | 0.91% | $618.1万 | 2.8万股 | $577.0万 | 2.9万股 | -1,044股-3.55% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.77% | 0.92% | $556.2万 | 10.6万股 | $584.7万 | 11.3万股 | -6,329股-5.62% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.7% | 1.06% | $506.4万 | 2.3万股 | $670.3万 | 3.5万股 | -1.2万股-33.95% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.66% | 0.75% | $478.0万 | 12.8万股 | $474.7万 | 13.4万股 | -5,322股-3.98% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.6% | 0.59% | $432.2万 | 5,788股 | $372.9万 | 5,734股 | +54股+0.94% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.59% | 0.61% | $424.2万 | 7.1万股 | $382.9万 | 7.1万股 | +217股+0.31% | 加仓 |
| G高盛ETF信托GSID |
| 0.57% | 0.61% | $412.5万 | 5.5万股 | $385.3万 | 5.5万股 | -229股-0.42% | 减仓 |
| IiShares黄金信托IAU |
| 0.56% | 0.66% | $405.4万 | 5.4万股 | $415.4万 | 4.7万股 | +6,569股+13.94% | 加仓 |
 摩根大通JPM |
| 0.56% | 0.55% | $401.0万 | 1.2万股 | $347.1万 | 1.2万股 | +448股+3.80% | 加仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 0.54% | 0.57% | $391.7万 | 10.6万股 | $360.7万 | 10.7万股 | -152股-0.14% | 减仓 |
| GGlobal X基金AIQ |
| 0.54% | 0.21% | $385.7万 | 5.9万股 | $134.4万 | 2.9万股 | +3.0万股+104.19% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.53% | 0.55% | $381.1万 | 4.6万股 | $346.8万 | 4.6万股 | -676股-1.46% | 减仓 |
 卡特彼勒CAT |
| 0.52% | 0.41% | $372.8万 | 3,500股 | $259.7万 | 3,665股 | -165股-4.50% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.48% | 0.49% | $347.0万 | 8,474股 | $308.1万 | 8,641股 | -167股-1.93% | 减仓 |
| IiShares安硕信托GJS |
| 0.48% | 0.5% | $346.8万 | 15.2万股 | $314.7万 | 13.7万股 | +1.5万股+10.83% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.46% | 0.47% | $333.5万 | 6.2万股 | $294.9万 | 6.2万股 | -322股-0.52% | 减仓 |
| V先锋领航·TOTALBND |
| 0.45% | 0.48% | $322.1万 | 4.4万股 | $302.7万 | 4.1万股 | +2,770股+6.74% | 加仓 |
