| V先锋领航·SPECIALIZED FUNDSVIG |
| 9.99% | 9.97% | $5,583.8万 | 23.6万股 | $4,828.7万 | 22.5万股 | +1.1万股+5.10% | 加仓 |
| V先锋领航指数基金VTV |
| 9.96% | 10% | $5,567.0万 | 25.5万股 | $4,842.0万 | 24.7万股 | +8,660股+3.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.83% | 9.46% | $5,494.5万 | 77.1万股 | $4,582.3万 | 71.5万股 | +5.6万股+7.84% | 加仓 |
| S嘉信策略信托SCHD |
| 9.11% | 9.53% | $5,089.8万 | 160.5万股 | $4,617.5万 | 150.5万股 | +10.0万股+6.65% | 加仓 |
| S嘉信·USSCHA |
| 6.39% | 5.92% | $3,571.6万 | 98.9万股 | $2,868.2万 | 98.6万股 | +2,235股+0.23% | 加仓 |
| V先锋领航指数基金VB |
| 4.9% | 4.44% | $2,739.6万 | 9.0万股 | $2,152.4万 | 8.2万股 | +8,200股+9.98% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.54% | 4.56% | $2,535.4万 | 72.8万股 | $2,210.7万 | 72.5万股 | +3,535股+0.49% | 加仓 |
| S嘉信策略信托SCHF |
| 4.43% | 4.4% | $2,475.2万 | 89.4万股 | $2,130.9万 | 86.1万股 | +3.3万股+3.79% | 加仓 |
| S嘉信策略信托SCHM |
| 4.41% | 4.3% | $2,462.6万 | 66.8万股 | $2,082.5万 | 67.3万股 | -4,752股-0.71% | 减仓 |
| V先锋领航指数基金VUG |
| 4.26% | 4.24% | $2,381.9万 | 27.7万股 | $2,055.1万 | 4.7万股 | +22.9万股+487.72% | 加仓 |
| IiShares安硕信托IWD |
| 3.57% | 3.65% | $1,993.2万 | 8.2万股 | $1,768.7万 | 8.3万股 | -558股-0.67% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.59% | 2.79% | $1,445.7万 | 13.9万股 | $1,351.7万 | 13.9万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 2.32% | 2.41% | $1,295.9万 | 16.1万股 | $1,167.4万 | 4.1万股 | +12.0万股+295.64% | 加仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 2.05% | 2.1% | $1,144.7万 | 8.7万股 | $1,019.1万 | 8.8万股 | -784股-0.89% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.97% | 1.92% | $1,102.1万 | 4.5万股 | $928.1万 | 4.3万股 | +2,634股+6.17% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.71% | 1.41% | $954.6万 | 9.3万股 | $685.0万 | 8.7万股 | +6,225股+7.15% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.69% | 1.7% | $942.7万 | 27.9万股 | $821.7万 | 28.2万股 | -3,519股-1.25% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.51% | 1.39% | $843.8万 | 2.1万股 | $673.7万 | 2.1万股 | -50股-0.23% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.34% | 1.27% | $749.9万 | 4.9万股 | $613.6万 | 4.2万股 | +6,518股+15.49% | 加仓 |
| IiShares安硕信托EFV |
| 1.26% | 1.31% | $702.6万 | 9.2万股 | $635.3万 | 8.5万股 | +6,332股+7.41% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.01% | 1.01% | $566.7万 | 2.6万股 | $487.3万 | 2.6万股 | -84股-0.33% | 减仓 |
| IiShares安硕信托IWC |
| 0.75% | 0.69% | $420.0万 | 2.1万股 | $335.1万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.71% | 0.7% | $395.9万 | 3.2万股 | $340.1万 | 7,975股 | +2.4万股+299.75% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.64% | 0.69% | $357.0万 | 11.3万股 | $332.8万 | 10.5万股 | +7,410股+7.05% | 加仓 |
| V先锋领航指数基金VBK |
| 0.58% | 0.55% | $324.7万 | 8,878股 | $268.3万 | 8,878股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWL |
| 0.53% | 0.66% | $297.9万 | 1.6万股 | $321.2万 | 2.0万股 | -3,906股-19.52% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.52% | 0.51% | $288.3万 | 10.0万股 | $249.4万 | 9.9万股 | +212股+0.21% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.5% | 0.56% | $280.8万 | 3.4万股 | $269.5万 | 3.4万股 | -244股-0.71% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.49% | 0.44% | $271.8万 | 4.6万股 | $210.8万 | 3.9万股 | +6,542股+16.78% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.49% | 0.54% | $271.2万 | 5.6万股 | $262.4万 | 5.6万股 | +217股+0.39% | 加仓 |
| IiShares安硕信托IWS |
| 0.48% | 0.51% | $267.4万 | 1.6万股 | $245.2万 | 1.7万股 | -581股-3.45% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.45% | 0.54% | $250.4万 | 3.0万股 | $259.6万 | 3.1万股 | -946股-3.01% | 减仓 |
| S嘉信策略信托SCHE |
| 0.3% | 0.31% | $167.1万 | 4.6万股 | $151.8万 | 4.6万股 | +23股+0.05% | 加仓 |
| V先锋领航全球基金VDE |
| 0.27% | 0.42% | $151.8万 | 1.0万股 | $203.0万 | 1.2万股 | -1,619股-13.80% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.25% | 0.27% | $138.2万 | 6,995股 | $128.9万 | 6,995股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.24% | 0.26% | $132.8万 | 1.4万股 | $124.5万 | 1.4万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FDM |
| 0.24% | 0.24% | $132.3万 | 1.4万股 | $116.6万 | 1.4万股 | 00.00% | 持仓不变 |
 RYDER SYSR |
| 0.21% | 0.22% | $119.8万 | 4,594股 | $108.8万 | 5,594股 | -1,000股-17.88% | 减仓 |
| S嘉信·USSCHX |
| 0.21% | 0.22% | $119.0万 | 4.0万股 | $104.6万 | 4.1万股 | -346股-0.85% | 减仓 |
| IiShares安硕信托HDV |
| 0.21% | 0.23% | $115.1万 | 4.2万股 | $111.9万 | 8,245股 | +3.4万股+409.10% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.2% | 0.22% | $113.5万 | 5,000股 | $105.6万 | 5,000股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.19% | 0.2% | $108.4万 | 1.3万股 | $98.2万 | 1.3万股 | -131股-1.00% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.18% | 0.17% | $101.6万 | 3,381股 | $83.8万 | 3,381股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | 0.26% | $95.3万 | 2,556股 | $126.1万 | 3,406股 | -850股-24.96% | 减仓 |
| IiShares安硕信托EFG |
| 0.16% | 0.16% | $89.1万 | 7,160股 | $79.7万 | 7,160股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.14% | 0.15% | $77.7万 | 7,230股 | $71.1万 | 7,230股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.13% | 0.15% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.12% | 0.1% | $67.1万 | 1.2万股 | $46.8万 | 7,989股 | +3,537股+44.27% | 加仓 |
| IiShares安硕信托IEI |
| 0.11% | 0.13% | $62.3万 | 5,308股 | $63.0万 | 5,308股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.11% | 0.13% | $62.2万 | 2.6万股 | $62.6万 | 2.6万股 | 00.00% | 持仓不变 |
