| DDimensional维度ETF信托DFAC |
| 16.82% | 16.47% | $5,339.6万 | 134.9万股 | $5,515.3万 | 141.9万股 | -7.1万股-4.97% | 减仓 |
| V先锋领航指数基金VNQ |
| 12.09% | 11.49% | $3,837.6万 | 43.4万股 | $3,847.4万 | 43.4万股 | -78股-0.02% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 8.95% | 8.94% | $2,842.2万 | 116.6万股 | $2,996.0万 | 123.4万股 | -6.8万股-5.52% | 减仓 |
| A美国世纪ETF信托AVUS |
| 6.63% | 6.23% | $2,103.3万 | 18.8万股 | $2,086.9万 | 18.8万股 | +453股+0.24% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.08% | 6.45% | $1,931.4万 | 56.0万股 | $2,160.0万 | 60.8万股 | -4.7万股-7.81% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 5.04% | 4.84% | $1,598.7万 | 31.8万股 | $1,621.6万 | 32.5万股 | -7,136股-2.20% | 减仓 |
 AVANTIS INTLNGG |
| 4.83% | 4.7% | $1,534.8万 | 18.6万股 | $1,575.5万 | 18.6万股 | +730股+0.39% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.35% | 3.96% | $1,381.6万 | 52.7万股 | $1,325.8万 | 52.8万股 | -1,487股-0.28% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 3.51% | 3.75% | $1,114.9万 | 23.3万股 | $1,255.5万 | 26.2万股 | -3.0万股-11.33% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.96% | 2.92% | $939.3万 | 12.2万股 | $979.0万 | 12.1万股 | +456股+0.38% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.27% | 2.35% | $721.1万 | 21.8万股 | $788.4万 | 22.8万股 | -1.0万股-4.48% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.97% | 2% | $626.4万 | 30.0万股 | $670.2万 | 31.2万股 | -1.2万股-3.86% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.44% | 1.47% | $458.4万 | 7.7万股 | $492.5万 | 7.9万股 | -1,871股-2.37% | 减仓 |
| AAvantis·U SAVUV |
| 1.31% | 1.47% | $415.2万 | 4.1万股 | $493.7万 | 4.5万股 | -3,981股-8.91% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.23% | 1.04% | $389.6万 | 7.9万股 | $349.6万 | 7.0万股 | +8,788股+12.56% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.16% | 1.16% | $367.1万 | 6.3万股 | $389.4万 | 6.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 1.09% | 1% | $347.2万 | 3.4万股 | $336.5万 | 3.3万股 | +1,378股+4.24% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.76% | 0.79% | $239.8万 | 3.3万股 | $264.2万 | 3.4万股 | -590股-1.76% | 减仓 |
| V先锋领航·TOTALBND |
| 0.74% | 0.88% | $235.0万 | 3.2万股 | $295.7万 | 4.0万股 | -8,431股-21.00% | 减仓 |
| S嘉信策略信托SCHR |
| 0.73% | 0.67% | $233.0万 | 9.3万股 | $222.9万 | 8.9万股 | +3,434股+3.84% | 加仓 |
 苹果AAPL |
| 0.65% | 0.59% | $205.3万 | 7,550股 | $199.2万 | 7,850股 | -300股-3.82% | 减仓 |
| I景顺QQQ信托VOO |
| 0.63% | 0.56% | $201.2万 | 3,276股 | $189.1万 | 3,276股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.63% | 0.61% | $200.4万 | 3,196股 | $202.9万 | 3,396股 | -200股-5.89% | 减仓 |
| S嘉信策略信托SCHF |
| 0.62% | 0.61% | $198.1万 | 8.2万股 | $203.3万 | 8.2万股 | +264股+0.32% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.6% | 0.73% | $189.3万 | 1.9万股 | $245.0万 | 2.4万股 | -5,586股-23.06% | 减仓 |
| S嘉信·USSCHP |
| 0.57% | 0.54% | $182.4万 | 6.9万股 | $181.1万 | 6.8万股 | +818股+1.20% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.57% | 0.57% | $181.7万 | 1.9万股 | $192.4万 | 1.9万股 | +73股+0.38% | 加仓 |
| S嘉信策略信托SCHE |
| 0.54% | 0.51% | $171.5万 | 5.2万股 | $171.1万 | 5.2万股 | +419股+0.81% | 加仓 |
| S嘉信·USSCHX |
| 0.53% | 0.48% | $167.7万 | 6.2万股 | $159.8万 | 6.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.46% | 0.44% | $146.2万 | 1.4万股 | $148.2万 | 1.4万股 | -316股-2.26% | 减仓 |
| S嘉信·USSCHA |
| 0.44% | 0.43% | $139.5万 | 4.9万股 | $144.1万 | 5.0万股 | -582股-1.17% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.38% | 0.34% | $120.9万 | 1,773股 | $115.3万 | 1,773股 | 00.00% | 持仓不变 |
 COPT DEFENSE PROPERTIESCDP |
| 0.38% | 0.39% | $119.3万 | 4.3万股 | $131.3万 | 4.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.33% | 0.32% | $105.0万 | 2.8万股 | $106.2万 | 2.7万股 | +281股+1.03% | 加仓 |
| A美国世纪ETF信托AVSU |
| 0.33% | — | $103.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| V先锋领航全球基金ESGV |
| 0.32% | 0.28% | $103.1万 | 8,520股 | $94.3万 | 8,402股 | +118股+1.40% | 加仓 |
 微软MSFT |
| 0.32% | 0.24% | $102.9万 | 2,128股 | $81.5万 | 2,201股 | -73股-3.32% | 减仓 |
| V先锋领航指数基金VB |
| 0.28% | 0.27% | $90.3万 | 3,502股 | $91.7万 | 3,502股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 0.25% | 0.26% | $79.3万 | 2.1万股 | $86.0万 | 2.2万股 | -933股-4.28% | 减仓 |
| V先锋领航指数基金VTV |
| 0.25% | 0.24% | $79.3万 | 4,153股 | $81.5万 | 4,153股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.24% | 0.2% | $76.3万 | 710股 | $67.1万 | 730股 | -20股-2.74% | 减仓 |
| TT. ROWE PRICETEEFX |
| 0.24% | — | $75.5万 | 8,607股 | $0 | 0股 | +8,607股 | 新买入 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.23% | 0.22% | $72.8万 | 1.6万股 | $72.4万 | 1.5万股 | +498股+3.22% | 加仓 |
 万事达MA |
| 0.22% | 0.18% | $70.8万 | 1,241股 | $58.8万 | 1,177股 | +64股+5.44% | 加仓 |
| IiShares安硕信托IVV |
| 0.22% | 0.19% | $69.9万 | 1,020股 | $62.3万 | 954股 | +66股+6.92% | 加仓 |
| AALARM COMALRM |
| 0.19% | 0.15% | $60.9万 | 1.2万股 | $51.5万 | 1.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.19% | 0.16% | $60.3万 | 1,928股 | $53.5万 | 1,859股 | +69股+3.71% | 加仓 |
| V先锋领航指数基金VV |
| 0.19% | 0.17% | $59.6万 | 1,892股 | $56.5万 | 1,892股 | 00.00% | 持仓不变 |
| AAMEREN COMDHS |
| 0.18% | 0.19% | $58.7万 | 5,762股 | $62.9万 | 5,762股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.18% | 0.17% | $58.3万 | 2,416股 | $57.6万 | 2,436股 | -20股-0.82% | 减仓 |
