| J摩根大通交易所交易基金JBND |
| 7.26% | 7.79% | $1,927.4万 | 36.0万股 | $1,852.1万 | 34.4万股 | +1.6万股+4.59% | 加仓 |
| V先锋领航指数基金VBK |
| 7.04% | 6.48% | $1,868.1万 | 5.1万股 | $1,539.5万 | 5.1万股 | +148股+0.29% | 加仓 |
| V先锋领航指数基金VB |
| 5.43% | 5.28% | $1,441.4万 | 4.8万股 | $1,254.3万 | 4.8万股 | -336股-0.70% | 减仓 |
| V先锋领航·TOTALBNDX |
| 5.29% | 5.76% | $1,403.5万 | 29.0万股 | $1,368.3万 | 28.5万股 | +5,040股+1.77% | 加仓 |
| V先锋领航债券指数基金BSV |
| 5.1% | 5.33% | $1,353.3万 | 17.4万股 | $1,266.7万 | 16.2万股 | +1.2万股+7.53% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 5.03% | 4.82% | $1,335.5万 | 33.2万股 | $1,145.0万 | 33.8万股 | -6,031股-1.78% | 减仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 4.15% | 4.07% | $1,102.9万 | 31.9万股 | $967.4万 | 32.8万股 | -9,487股-2.89% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 3.96% | 4.08% | $1,052.8万 | 23.0万股 | $969.7万 | 22.5万股 | +5,538股+2.46% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.5% | 3.56% | $928.9万 | 13.3万股 | $846.9万 | 13.6万股 | -2,716股-2.00% | 减仓 |
| C资本集团成长ETFCGGR |
| 3.04% | 2.83% | $807.2万 | 17.1万股 | $672.0万 | 16.7万股 | +3,818股+2.28% | 加仓 |
| AAvantis·U SAVUV |
| 3.02% | 2.81% | $801.1万 | 6.4万股 | $666.6万 | 6.0万股 | +3,873股+6.42% | 加仓 |
| IiShares安硕信托IVV |
| 2.89% | 2.71% | $766.9万 | 1.0万股 | $643.4万 | 9,849股 | +392股+3.98% | 加仓 |
| JJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFBBHY |
| 2.36% | 2.33% | $626.2万 | 13.6万股 | $553.6万 | 12.1万股 | +1.5万股+12.48% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 2.19% | 2.15% | $580.7万 | 20.0万股 | $510.3万 | 19.2万股 | +8,466股+4.41% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2% | 2.1% | $531.1万 | 13.4万股 | $498.6万 | 14.0万股 | -5,304股-3.80% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.86% | 2.01% | $494.0万 | 3.2万股 | $477.4万 | 3.3万股 | -727股-2.22% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.62% | 1.94% | $431.1万 | 8.5万股 | $461.1万 | 9.1万股 | -5,864股-6.44% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.54% | 1.42% | $408.5万 | 4.5万股 | $337.1万 | 4.2万股 | +2,971股+7.11% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.52% | 1.49% | $404.0万 | 5,410股 | $354.5万 | 5,451股 | -41股-0.75% | 减仓 |
| IiShares安硕·COREIJR |
| 1.47% | 1.38% | $389.7万 | 2.6万股 | $328.5万 | 2.6万股 | -150股-0.57% | 减仓 |
| H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM |
| 1.28% | 1.57% | $338.8万 | 8.4万股 | $372.1万 | 9.4万股 | -1.1万股-11.17% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.25% | 1.24% | $330.9万 | 1.4万股 | $295.6万 | 1.4万股 | +12股+0.09% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.13% | 1.21% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.12% | 1.11% | $298.1万 | 1.0万股 | $262.7万 | 1.0万股 | -46股-0.44% | 减仓 |
| G通用动力VTI |
| 0.95% | 0.86% | $252.0万 | 6,810股 | $205.4万 | 6,401股 | +409股+6.39% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.93% | 0.91% | $246.4万 | 4.9万股 | $216.6万 | 4.3万股 | +5,414股+12.51% | 加仓 |
 礼来LLY |
| 0.84% | 0.72% | $223.1万 | 1,860股 | $171.1万 | 1,860股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 0.96% | $222.2万 | 4,440股 | $227.0万 | 4,737股 | -297股-6.27% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.83% | 0.8% | $219.7万 | 9,931股 | $190.0万 | 1.0万股 | -88股-0.88% | 减仓 |
| IiShares安硕·COREIJH |
| 0.78% | 0.76% | $207.8万 | 2.7万股 | $181.3万 | 2.7万股 | +98股+0.37% | 加仓 |
| IiShares安硕信托AGG |
| 0.66% | 0.74% | $176.4万 | 1.8万股 | $176.9万 | 1.8万股 | -5股-0.03% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.65% | 0.59% | $173.6万 | 4,406股 | $140.0万 | 4,462股 | -56股-1.26% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.59% | 0.79% | $157.8万 | 3.1万股 | $188.7万 | 3.7万股 | -6,066股-16.39% | 减仓 |
| V先锋领航指数基金VTV |
| 0.55% | 0.56% | $145.7万 | 6,684股 | $133.7万 | 6,814股 | -130股-1.91% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.51% | 0.51% | $135.9万 | 3,319股 | $120.0万 | 3,366股 | -47股-1.40% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.5% | 0.52% | $134.0万 | 5.1万股 | $124.5万 | 5.3万股 | -1,420股-2.70% | 减仓 |
| IiShares安硕信托IWD |
| 0.49% | 0.49% | $130.9万 | 5,399股 | $115.4万 | 5,399股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.46% | 0.4% | $121.9万 | 1.4万股 | $95.6万 | 1.1万股 | +2,406股+21.36% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.43% | 0.46% | $114.1万 | 7,500股 | $109.5万 | 7,500股 | 00.00% | 持仓不变 |
| AAMERICAN CENTY ETF TRAVMA |
| 0.43% | 0.44% | $114.1万 | 1.6万股 | $103.6万 | 1.5万股 | +238股+1.54% | 加仓 |
 摩根大通JPM |
| 0.42% | 0.41% | $112.7万 | 3,442股 | $97.8万 | 3,326股 | +116股+3.49% | 加仓 |
 PARSONS DELPSN |
| 0.42% | 0.49% | $111.7万 | 2.1万股 | $115.4万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.35% | 0.36% | $92.3万 | 1.1万股 | $84.4万 | 1.1万股 | -150股-1.37% | 减仓 |
| A美国世纪ETF信托AVGE |
| 0.33% | 0.3% | $88.6万 | 8,944股 | $72.4万 | 8,227股 | +717股+8.72% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.33% | 0.3% | $86.4万 | 2,875股 | $72.5万 | 2,922股 | -47股-1.61% | 减仓 |
| S道富SPMD |
| 0.32% | 0.32% | $86.1万 | 1.3万股 | $75.5万 | 1.3万股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.3% | 0.33% | $78.9万 | 1.6万股 | $78.1万 | 1.7万股 | -320股-1.92% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.28% | $77.8万 | 6,262股 | $66.7万 | 1,564股 | +4,698股+300.38% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 0.28% | — | $75.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.28% | 0.31% | $74.0万 | 2.0万股 | $74.0万 | 2.2万股 | -2,026股-9.03% | 减仓 |
