| V先锋领航指数基金VUG |
| 12.79% | 12.57% | $4,073.5万 | 47.3万股 | $3,474.1万 | 8.0万股 | +39.3万股+494.56% | 加仓 |
| V先锋领航·FTSEVEA |
| 12.42% | 12.97% | $3,956.7万 | 55.5万股 | $3,583.5万 | 55.9万股 | -3,894股-0.70% | 减仓 |
| V先锋领航指数基金VTV |
| 9.3% | 9.64% | $2,963.0万 | 13.6万股 | $2,662.8万 | 13.6万股 | +242股+0.18% | 加仓 |
| S道富SPYM |
| 6.02% | 4.18% | $1,916.7万 | 21.8万股 | $1,156.3万 | 15.1万股 | +6.7万股+44.37% | 加仓 |
| IiShares安硕信托GJS |
| 5.22% | 4.66% | $1,661.5万 | 72.9万股 | $1,287.6万 | 56.2万股 | +16.7万股+29.78% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 5.12% | 4.5% | $1,629.8万 | 21.4万股 | $1,244.8万 | 18.2万股 | +3.2万股+17.78% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.51% | 4.72% | $1,436.4万 | 24.1万股 | $1,303.6万 | 24.1万股 | -545股-0.23% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 4.13% | 4.52% | $1,316.5万 | 10.6万股 | $1,249.7万 | 2.9万股 | +7.7万股+261.75% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.23% | 3.45% | $1,028.0万 | 21.2万股 | $952.6万 | 19.8万股 | +1.4万股+7.06% | 加仓 |
| IiShares安硕信托IWD |
| 3.11% | 3.06% | $991.8万 | 4.1万股 | $844.4万 | 4.0万股 | +1,389股+3.51% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.04% | 3.28% | $967.0万 | 12.4万股 | $906.2万 | 11.6万股 | +8,544股+7.39% | 加仓 |
| V先锋领航指数基金VB |
| 2.8% | 2.78% | $891.5万 | 2.9万股 | $769.4万 | 2.9万股 | +37股+0.13% | 加仓 |
| IiShares安硕信托ILCG |
| 2.25% | 1.8% | $716.1万 | 6.1万股 | $498.0万 | 5.2万股 | +9,037股+17.32% | 加仓 |
| IiShares安硕信托IWS |
| 2.21% | 2.19% | $704.1万 | 4.3万股 | $604.8万 | 4.1万股 | +1,276股+3.07% | 加仓 |
| SSTERLING CAP FDSSCNM |
| 1.72% | 1.98% | $547.4万 | 21.8万股 | $547.9万 | 22.0万股 | -2,802股-1.27% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.5% | 1.61% | $478.0万 | 10.2万股 | $445.9万 | 9.5万股 | +7,143股+7.52% | 加仓 |
| V先锋领航债券指数基金BLV |
| 1.47% | 1.58% | $469.1万 | 6.8万股 | $437.2万 | 6.4万股 | +4,477股+7.04% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.46% | 1.58% | $464.2万 | 6.1万股 | $437.0万 | 5.7万股 | +3,905股+6.90% | 加仓 |
| V先锋领航指数基金VOO |
| 1.37% | 1.58% | $436.8万 | 6,360股 | $435.5万 | 7,289股 | -929股-12.75% | 减仓 |
| IiShares安硕信托AGG |
| 0.93% | 1.03% | $296.2万 | 3.0万股 | $284.1万 | 2.9万股 | +1,297股+4.53% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.86% | 0.33% | $274.1万 | 7.5万股 | $91.1万 | 2.8万股 | +4.7万股+164.24% | 加仓 |
| IiShares安硕信托IVW |
| 0.84% | 0.47% | $268.3万 | 2.0万股 | $131.2万 | 1.2万股 | +7,908股+68.17% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.82% | 0.46% | $261.7万 | 3.8万股 | $127.0万 | 2.2万股 | +1.7万股+76.31% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.81% | $243.5万 | 1.0万股 | $224.7万 | 1.1万股 | -572股-5.30% | 减仓 |
| IiShares安硕信托IWY |
| 0.7% | 0.72% | $223.6万 | 7,693股 | $199.6万 | 8,022股 | -329股-4.10% | 减仓 |
| IiShares安硕IEMG |
| 0.57% | 0.55% | $181.4万 | 2.2万股 | $151.6万 | 2.2万股 | +163股+0.75% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.54% | 0.37% | $171.5万 | 7,552股 | $101.3万 | 4,795股 | +2,757股+57.50% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.49% | 0.7% | $157.7万 | 3.3万股 | $192.4万 | 4.0万股 | -7,170股-17.84% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.48% | 0.68% | $154.5万 | 3.7万股 | $188.6万 | 4.5万股 | -8,086股-18.10% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.47% | 0.53% | $148.1万 | 3.7万股 | $145.7万 | 4.3万股 | -6,202股-14.41% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.46% | 0.44% | $148.1万 | 1.2万股 | $120.7万 | 1.2万股 | +122股+0.99% | 加仓 |
| IiShares安硕信托IWX |
| 0.46% | 0.47% | $146.8万 | 1.4万股 | $129.6万 | 1.4万股 | -28股-0.20% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.43% | 0.56% | $136.9万 | 2.5万股 | $154.4万 | 2.9万股 | -3,912股-13.37% | 减仓 |
| IiShares安硕信托EFG |
| 0.43% | 0.38% | $135.4万 | 1.1万股 | $106.2万 | 9,532股 | +1,351股+14.17% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.42% | 0.57% | $134.2万 | 3.3万股 | $157.8万 | 4.0万股 | -7,968股-19.68% | 减仓 |
 TJXTJX |
| 0.42% | 0.51% | $133.0万 | 8,780股 | $140.5万 | 8,799股 | -19股-0.22% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.4% | 0.51% | $127.6万 | 3.1万股 | $140.4万 | 3.8万股 | -7,612股-19.93% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.36% | 0.19% | $115.9万 | 2.2万股 | $53.4万 | 1.6万股 | +5,785股+35.70% | 加仓 |
| IiShares安硕信托EFV |
| 0.36% | 0.45% | $114.2万 | 1.5万股 | $125.6万 | 1.7万股 | -1,979股-11.71% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.35% | 0.44% | $113.0万 | 4.3万股 | $122.0万 | 5.2万股 | -8,385股-16.26% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.34% | 0.44% | $108.1万 | 3.1万股 | $121.7万 | 3.6万股 | -5,291股-14.64% | 减仓 |
 博通AVGO |
| 0.31% | 0.31% | $99.5万 | 2,633股 | $86.1万 | 2,781股 | -148股-5.32% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.28% | 0.5% | $89.1万 | 4,060股 | $137.2万 | 7,155股 | -3,095股-43.26% | 减仓 |
| B贝莱德ETF信托THRO |
| 0.25% | 0.19% | $79.6万 | 1.8万股 | $51.9万 | 1.4万股 | +4,125股+28.78% | 加仓 |
| IiShares安硕信托MTUM |
| 0.24% | 0.16% | $75.8万 | 2,212股 | $45.4万 | 1,892股 | +320股+16.91% | 加仓 |
 苹果AAPL |
| 0.24% | 0.21% | $75.3万 | 2,602股 | $59.2万 | 2,334股 | +268股+11.48% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.24% | 0.26% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.23% | 1.52% | $74.4万 | 5,083股 | $418.9万 | 3.3万股 | -2.8万股-84.46% | 减仓 |
| B贝莱德ETF信托BLCR |
| 0.23% | 0.08% | $71.9万 | 1.4万股 | $23.0万 | 5,612股 | +8,656股+154.24% | 加仓 |
| I景顺QQQ信托VOO |
| 0.23% | — | $71.7万 | 974股 | $0 | 0股 | +974股 | 新买入 |
