| IiShares安硕信托IVV |
| 13.6% | 14.35% | $4,875.4万 | 6.5万股 | $4,299.5万 | 6.6万股 | -698股-1.06% | 减仓 |
| IiShares安硕信托IUSV |
| 10.17% | 10.95% | $3,645.1万 | 33.1万股 | $3,280.9万 | 32.1万股 | +1.0万股+3.13% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 6.79% | 7.56% | $2,431.5万 | 29.5万股 | $2,264.5万 | 31.8万股 | -2.3万股-7.24% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 6.61% | 1.74% | $2,369.0万 | 63.6万股 | $520.5万 | 14.6万股 | +48.9万股+333.99% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.54% | 5.89% | $1,985.5万 | 43.6万股 | $1,765.3万 | 38.6万股 | +4.9万股+12.81% | 加仓 |
| V先锋领航指数基金VTV |
| 5.52% | 6.02% | $1,979.5万 | 9.1万股 | $1,802.7万 | 9.2万股 | -1,049股-1.14% | 减仓 |
| V先锋领航指数基金VUG |
| 5.4% | 5.5% | $1,936.1万 | 22.5万股 | $1,647.3万 | 3.8万股 | +18.7万股+495.97% | 加仓 |
| IiShares安硕·S&PIUSG |
| 5.33% | 5.19% | $1,910.2万 | 10.2万股 | $1,554.7万 | 10.0万股 | +1,327股+1.32% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 4.23% | 4.2% | $1,514.6万 | 32.3万股 | $1,257.6万 | 29.6万股 | +2.7万股+9.06% | 加仓 |
| IiShares安硕·COREIJH |
| 3.92% | 4.13% | $1,404.9万 | 18.2万股 | $1,238.1万 | 18.3万股 | -1,088股-0.59% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.11% | 3.22% | $1,113.4万 | 27.7万股 | $964.2万 | 28.5万股 | -7,851股-2.76% | 减仓 |
 苹果AAPL |
| 2.32% | 2.41% | $832.0万 | 2.9万股 | $721.8万 | 2.8万股 | +313股+1.10% | 加仓 |
| S嘉信策略信托SCHD |
| 1.6% | 1.91% | $573.6万 | 18.1万股 | $573.8万 | 18.7万股 | -6,142股-3.28% | 减仓 |
 谷歌AGOOGL |
| 1.56% | 1.48% | $559.0万 | 1.6万股 | $444.9万 | 1.5万股 | +170股+1.10% | 加仓 |
 微软MSFT |
| 1.49% | 1.71% | $532.2万 | 1.4万股 | $511.1万 | 1.4万股 | +461股+3.34% | 加仓 |
 英伟达NVDA |
| 1.34% | 1.4% | $480.1万 | 2.4万股 | $420.7万 | 2.4万股 | -125股-0.52% | 减仓 |
| V先锋领航指数基金VB |
| 1.21% | 1.37% | $434.6万 | 1.4万股 | $410.4万 | 1.6万股 | -1,335股-8.52% | 减仓 |
| V先锋领航指数基金VV |
| 1.16% | 1.16% | $416.1万 | 1.2万股 | $346.3万 | 1.2万股 | +513股+4.43% | 加仓 |
| G通用动力VTI |
| 1.16% | 1.22% | $414.6万 | 1.1万股 | $366.4万 | 1.1万股 | -215股-1.88% | 减仓 |
 亚马逊AMZN |
| 1.13% | 1.1% | $403.9万 | 1.7万股 | $330.0万 | 1.6万股 | +1,101股+6.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.08% | $401.9万 | 1.1万股 | $325.1万 | 1.1万股 | +39股+0.34% | 加仓 |
 宝洁PG |
| 1.08% | 1.31% | $385.9万 | 2.6万股 | $391.6万 | 2.7万股 | -799股-2.95% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.04% | 1.05% | $373.6万 | 4.6万股 | $314.4万 | 4.6万股 | +42股+0.09% | 加仓 |
| IiShares安硕·COREIJR |
| 1.02% | 1.01% | $365.3万 | 2.5万股 | $303.6万 | 2.4万股 | +232股+0.96% | 加仓 |
| V先锋领航·MIDVO |
| 0.97% | 1.08% | $348.2万 | 4.3万股 | $323.9万 | 1.1万股 | +3.2万股+283.10% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.94% | 1% | $336.5万 | 4.7万股 | $299.1万 | 4.7万股 | +565股+1.21% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.79% | 0.83% | $283.3万 | 6.9万股 | $248.4万 | 6.4万股 | +4,938股+7.75% | 加仓 |
| S嘉信策略信托SCHM |
| 0.79% | 0.95% | $282.3万 | 7.7万股 | $285.7万 | 9.2万股 | -1.6万股-17.02% | 减仓 |
 CINCINNATI FINL COMCINF |
| 0.63% | 0.58% | $224.6万 | 1.2万股 | $173.0万 | 1.1万股 | +1,139股+10.36% | 加仓 |
| IiShares安硕信托IMCG |
| 0.58% | 0.55% | $206.3万 | 2.1万股 | $166.2万 | 2.1万股 | -112股-0.53% | 减仓 |
| V先锋领航全球基金VGT |
| 0.54% | — | $194.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IInnovator ETF信托BFEB |
| 0.5% | 0.55% | $180.8万 | 3.4万股 | $164.4万 | 3.4万股 | -135股-0.39% | 减仓 |
| IiShares安硕信托USMV |
| 0.47% | 0.54% | $170.0万 | 1.8万股 | $161.9万 | 1.7万股 | +170股+0.97% | 加仓 |
| IInnovator ETF信托PFEB |
| 0.46% | 0.51% | $163.3万 | 3.8万股 | $153.0万 | 3.8万股 | -244股-0.64% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.44% | 0.5% | $156.8万 | 4.0万股 | $151.0万 | 4.2万股 | -2,649股-6.26% | 减仓 |
| IiShares安硕IEMG |
| 0.35% | 0.33% | $126.8万 | 1.5万股 | $98.6万 | 1.4万股 | +1,179股+8.34% | 加仓 |
| DDBX ETF信托DBEF |
| 0.35% | 0.35% | $125.9万 | 2.3万股 | $104.6万 | 2.1万股 | +1,870股+8.83% | 加仓 |
| IiShares安硕信托IMCV |
| 0.35% | 0.39% | $125.7万 | 1.4万股 | $117.4万 | 1.4万股 | -97股-0.70% | 减仓 |
| WWisdomTree信托DTD |
| 0.32% | 0.35% | $115.4万 | 1.2万股 | $106.4万 | 1.2万股 | +59股+0.48% | 加仓 |
| IiShares安硕信托ICF |
| 0.32% | 0.35% | $115.1万 | 1.7万股 | $105.1万 | 1.7万股 | +36股+0.21% | 加仓 |
| S道富SPYM |
| 0.32% | 0.33% | $114.0万 | 1.3万股 | $97.5万 | 1.3万股 | +237股+1.86% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.3% | 0.26% | $109.0万 | 2.6万股 | $79.0万 | 2.2万股 | +4,232股+19.44% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.26% | 0.25% | $92.4万 | 1.6万股 | $76.0万 | 1.6万股 | +30股+0.18% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.24% | — | $87.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| CCOLUMBIA ETF TR IRECS |
| 0.23% | 0.25% | $84.0万 | 1.9万股 | $74.9万 | 1.9万股 | +200股+1.04% | 加仓 |
| F富达Covington信托FENI |
| 0.23% | 0.14% | $80.8万 | 2.0万股 | $42.3万 | 1.1万股 | +8,756股+77.03% | 加仓 |
| S嘉信策略信托SCHC |
| 0.22% | 0.3% | $80.3万 | 1.5万股 | $90.8万 | 1.9万股 | -3,338股-17.99% | 减仓 |
| IInnovator ETF信托BJAN |
| 0.22% | 0.22% | $79.2万 | 1.3万股 | $66.1万 | 1.2万股 | +1,070股+8.64% | 加仓 |
 KROGER COMKR |
| 0.22% | 0.29% | $77.9万 | 1.4万股 | $85.7万 | 1.2万股 | +2,183股+18.42% | 加仓 |
| IiShares安硕信托DGRO |
| 0.21% | 0.24% | $76.8万 | 1.0万股 | $71.0万 | 1.0万股 | +13股+0.13% | 加仓 |
