| IiShares安硕信托IUSB |
| 10.74% | 11.44% | $3,586.5万 | 77.7万股 | $3,192.3万 | 69.1万股 | +8.6万股+12.45% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 6.97% | 7.4% | $2,326.1万 | 74.8万股 | $2,064.2万 | 74.1万股 | +6,748股+0.91% | 加仓 |
| IiShares安硕·S&PIUSG |
| 6.66% | 6.55% | $2,223.7万 | 11.8万股 | $1,827.9万 | 11.8万股 | +380股+0.32% | 加仓 |
 AVANTIS INTLNGG |
| 4.83% | 5.23% | $1,610.7万 | 18.1万股 | $1,459.9万 | 17.2万股 | +8,498股+4.94% | 加仓 |
| S嘉信·USSCHX |
| 3.46% | 3.71% | $1,156.5万 | 39.3万股 | $1,036.1万 | 40.4万股 | -1.1万股-2.76% | 减仓 |
| A美国世纪ETF信托AVEM |
| 3.16% | 3.06% | $1,055.3万 | 10.9万股 | $854.6万 | 10.6万股 | +3,307股+3.12% | 加仓 |
| V先锋领航·MIDVO |
| 3.13% | 3.32% | $1,045.2万 | 13.0万股 | $926.0万 | 3.2万股 | +9.7万股+302.34% | 加仓 |
 苹果AAPL |
| 2.43% | 2.56% | $812.2万 | 2.8万股 | $714.0万 | 2.8万股 | -66股-0.23% | 减仓 |
 谷歌AGOOGL |
| 2.35% | 2.3% | $783.2万 | 2.2万股 | $643.3万 | 2.2万股 | -457股-2.04% | 减仓 |
| IiShares安硕·COREIJR |
| 2.21% | 2.18% | $736.3万 | 5.0万股 | $609.3万 | 4.9万股 | +627股+1.28% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 2% | 2.12% | $668.9万 | 14.3万股 | $592.2万 | 14.4万股 | -677股-0.47% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.67% | 1.78% | $557.2万 | 23.5万股 | $496.6万 | 23.1万股 | +4,193股+1.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.51% | 1.49% | $504.3万 | 1.4万股 | $417.3万 | 1.5万股 | -275股-1.89% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.49% | 1.56% | $496.1万 | 9.6万股 | $436.0万 | 9.7万股 | -653股-0.68% | 减仓 |
| F第一信托交易所交易基金FTHI |
| 1.48% | 1.7% | $492.9万 | 20.7万股 | $473.3万 | 20.6万股 | +424股+0.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.39% | 1.45% | $464.2万 | 6,216股 | $405.2万 | 6,231股 | -15股-0.24% | 减仓 |
| IiShares安硕信托AGG |
| 1.31% | 1.56% | $437.5万 | 4.4万股 | $436.3万 | 4.4万股 | +247股+0.56% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.31% | 1.13% | $437.3万 | 3.4万股 | $315.0万 | 2.8万股 | +5,807股+20.49% | 加仓 |
| S嘉信策略信托SCHD |
| 1.3% | 1.5% | $435.0万 | 13.7万股 | $419.0万 | 13.7万股 | +601股+0.44% | 加仓 |
| IiShares安硕信托ITOT |
| 1.23% | 1.25% | $409.3万 | 2.5万股 | $348.2万 | 2.5万股 | +389股+1.58% | 加仓 |
 英伟达NVDA |
| 1.18% | 1.15% | $395.5万 | 2.0万股 | $319.9万 | 1.8万股 | +1,425股+7.77% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.15% | 1.23% | $383.0万 | 5.4万股 | $342.9万 | 5.4万股 | +248股+0.46% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.07% | 1.1% | $357.1万 | 2.9万股 | $305.9万 | 7,173股 | +2.2万股+300.95% | 加仓 |
| I景顺QQQ信托VOO |
| 1.02% | 0.74% | $340.3万 | 4,621股 | $207.7万 | 3,599股 | +1,022股+28.40% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1% | 1.06% | $335.2万 | 11.6万股 | $295.7万 | 11.8万股 | -2,085股-1.77% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.97% | 1.05% | $323.9万 | 6.7万股 | $293.0万 | 6.1万股 | +5,894股+9.66% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.83% | 0.91% | $277.5万 | 4.0万股 | $255.1万 | 4.1万股 | -1,143股-2.80% | 减仓 |
 特斯拉TSLA |
| 0.78% | 0.88% | $259.4万 | 6,167股 | $244.3万 | 6,572股 | -405股-6.16% | 减仓 |
 微软MSFT |
| 0.74% | 0.84% | $247.8万 | 6,643股 | $235.7万 | 6,368股 | +275股+4.32% | 加仓 |
| G通用动力VTI |
| 0.7% | 0.79% | $235.0万 | 6,352股 | $220.6万 | 6,878股 | -526股-7.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.77% | $225.1万 | 4,499股 | $213.9万 | 4,464股 | +35股+0.78% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.64% | 0.65% | $213.3万 | 2.6万股 | $182.2万 | 2.6万股 | +300股+1.17% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.61% | 0.66% | $205.1万 | 2.7万股 | $182.9万 | 2.7万股 | +101股+0.37% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.56% | $189.2万 | 7,937股 | $155.3万 | 7,459股 | +478股+6.41% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.55% | 0.6% | $183.4万 | 1.8万股 | $167.4万 | 1.8万股 | +335股+1.91% | 加仓 |
 礼来LLY |
| 0.5% | 0.18% | $166.5万 | 1,388股 | $50.1万 | 544股 | +844股+155.15% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.5% | 0.51% | $165.7万 | 1.2万股 | $143.1万 | 1.2万股 | +47股+0.39% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.48% | 0.34% | $161.8万 | 1,928股 | $95.4万 | 2,342股 | -414股-17.68% | 减仓 |
 强生JNJ |
| 0.48% | 0.25% | $161.2万 | 6,348股 | $71.0万 | 2,905股 | +3,443股+118.52% | 加仓 |
| S嘉信策略信托SCHC |
| 0.47% | 0.55% | $155.6万 | 2.9万股 | $153.9万 | 3.1万股 | -1,961股-6.24% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.42% | 0.44% | $139.9万 | 1.1万股 | $122.7万 | 1.1万股 | -243股-2.17% | 减仓 |
| S嘉信·USSCHA |
| 0.41% | 0.39% | $137.4万 | 3.8万股 | $110.2万 | 3.8万股 | +133股+0.35% | 加仓 |
 艾伯维ABBV |
| 0.39% | 0.39% | $128.6万 | 5,109股 | $108.5万 | 4,987股 | +122股+2.45% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.38% | 0.45% | $127.5万 | 2.6万股 | $125.3万 | 2.7万股 | -307股-1.15% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.37% | 0.45% | $123.0万 | 1.3万股 | $125.0万 | 1.6万股 | -2,021股-13.03% | 减仓 |
| S嘉信策略信托SCHM |
| 0.36% | 0.37% | $121.3万 | 3.3万股 | $104.1万 | 3.4万股 | -724股-2.15% | 减仓 |
 摩根大通JPM |
| 0.33% | 0.34% | $111.6万 | 3,409股 | $95.0万 | 3,228股 | +181股+5.61% | 加仓 |
 慧与HPEHPE |
| 0.3% | 0.19% | $101.5万 | 2.2万股 | $53.6万 | 2.2万股 | 00.00% | 持仓不变 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 0.3% | 0.34% | $101.4万 | 2.8万股 | $94.8万 | 3.0万股 | -2,155股-7.12% | 减仓 |
 EQUITY LIFESTYLE PROPERTIESELS |
| 0.3% | 0.33% | $98.9万 | 1.5万股 | $93.1万 | 1.5万股 | +421股+2.82% | 加仓 |
