| IiShares安硕·RUSSELLIWB |
| 14.88% | 14.76% | $2,110.6万 | 5.2万股 | $1,845.3万 | 5.2万股 | -212股-0.41% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 13.03% | 12.65% | $1,848.9万 | 22.5万股 | $1,581.3万 | 22.2万股 | +2,239股+1.01% | 加仓 |
| A美国世纪ETF信托AVLV |
| 9.32% | 9.31% | $1,322.6万 | 14.5万股 | $1,163.6万 | 14.4万股 | +664股+0.46% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 7.54% | 7.57% | $1,070.2万 | 27.6万股 | $945.7万 | 27.0万股 | +5,993股+2.22% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.56% | 6.78% | $930.5万 | 22.6万股 | $847.9万 | 21.8万股 | +7,941股+3.65% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 5.93% | 5.94% | $841.1万 | 7.9万股 | $743.0万 | 7.9万股 | -144股-0.18% | 减仓 |
| A美国世纪ETF信托AVRE |
| 4.81% | 4.77% | $682.3万 | 14.4万股 | $596.2万 | 13.5万股 | +8,553股+6.31% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 4.18% | 3.81% | $592.9万 | 12.1万股 | $475.8万 | 11.9万股 | +1,889股+1.59% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 4.05% | 3.97% | $574.0万 | 2.6万股 | $496.1万 | 2.6万股 | -216股-0.83% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 3.5% | 3.94% | $496.2万 | 10.3万股 | $493.0万 | 10.3万股 | -192股-0.19% | 减仓 |
| IiShares安硕信托GVI |
| 3.34% | 3.87% | $473.2万 | 4.4万股 | $484.1万 | 4.5万股 | -1,010股-2.22% | 减仓 |
| IiShares安硕信托IXUS |
| 3.1% | 3.21% | $440.3万 | 4.6万股 | $401.0万 | 4.6万股 | -159股-0.34% | 减仓 |
| IiShares安硕·COREIJR |
| 2.14% | 1.98% | $304.3万 | 2.1万股 | $247.9万 | 2.0万股 | +575股+2.88% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.73% | 1.66% | $245.3万 | 6.1万股 | $207.6万 | 6.1万股 | -291股-0.47% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 1.35% | 1.43% | $190.9万 | 4.0万股 | $178.4万 | 3.7万股 | +2,708股+7.27% | 加仓 |
| V先锋领航指数基金VOO |
| 1.33% | 1.18% | $188.0万 | 2,550股 | $147.2万 | 2,550股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 1.25% | 1.31% | $177.8万 | 1.8万股 | $164.0万 | 1.7万股 | +1,439股+8.71% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 1.18% | 1.1% | $167.6万 | 1.6万股 | $137.9万 | 1.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.18% | 1.16% | $167.4万 | 4,523股 | $145.1万 | 4,523股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.98% | 0.94% | $139.0万 | 1.6万股 | $117.5万 | 2,689股 | +1.3万股+500.00% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.87% | 0.93% | $123.0万 | 3.6万股 | $116.1万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.7% | 0.65% | $98.6万 | 3,283股 | $81.4万 | 3,283股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.67% | 0.69% | $94.4万 | 9,794股 | $86.9万 | 9,794股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.63% | 0.62% | $88.8万 | 1,260股 | $77.9万 | 1,260股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.61% | 0.55% | $85.9万 | 2,181股 | $68.4万 | 2,181股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.57% | 0.57% | $81.3万 | 1,906股 | $70.7万 | 1,906股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWC |
| 0.54% | 0.49% | $76.3万 | 3,815股 | $60.9万 | 3,815股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.48% | 0.47% | $68.2万 | 5,492股 | $58.5万 | 1,373股 | +4,119股+300.00% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.43% | 0.43% | $61.3万 | 1,170股 | $54.3万 | 1,170股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.43% | 0.32% | $60.7万 | 5,165股 | $40.1万 | 5,165股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.41% | 0.4% | $57.5万 | 768股 | $50.4万 | 772股 | -4股-0.52% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.37% | 0.4% | $52.9万 | 6,426股 | $50.4万 | 6,426股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.37% | 0.37% | $51.8万 | 2,137股 | $45.7万 | 2,137股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.36% | 0.42% | $51.0万 | 1.4万股 | $52.5万 | 1.4万股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.3% | 0.36% | $43.1万 | 4,952股 | $44.8万 | 4,952股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.3% | 0.32% | $42.7万 | 4,112股 | $39.9万 | 4,112股 | 00.00% | 持仓不变 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.26% | 0.28% | $37.4万 | 3,660股 | $34.6万 | 3,660股 | 00.00% | 持仓不变 |
 PLAINS ALL AMERN PIPELINE LPAA |
| 0.19% | 0.22% | $27.2万 | 1.2万股 | $27.3万 | 1.2万股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L PET |
| 0.15% | 0.17% | $21.4万 | 1.1万股 | $21.6万 | 1.1万股 | 00.00% | 持仓不变 |
