| S道富SPIB |
| 4.61% | 4.59% | $2,180.4万 | 65.0万股 | $2,171.7万 | 64.2万股 | +7,751股+1.21% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 4.46% | 4.24% | $2,108.8万 | 70.1万股 | $2,010.2万 | 66.6万股 | +3.6万股+5.36% | 加仓 |
| V先锋领航·TOTALBND |
| 4.37% | 4.26% | $2,067.2万 | 28.1万股 | $2,016.1万 | 27.2万股 | +8,532股+3.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.09% | 3.95% | $1,931.8万 | 30.1万股 | $1,869.1万 | 29.9万股 | +2,265股+0.76% | 加仓 |
| V先锋领航指数基金VTV |
| 3.91% | 3.99% | $1,850.4万 | 9.4万股 | $1,888.3万 | 9.9万股 | -4,558股-4.61% | 减仓 |
| IiShares安硕信托IVV |
| 3.29% | 3.5% | $1,557.4万 | 2.4万股 | $1,658.5万 | 2.4万股 | -372股-1.54% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.86% | 2.79% | $1,352.2万 | 9.1万股 | $1,321.2万 | 9.2万股 | -750股-0.81% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 2.84% | 2.76% | $1,341.8万 | 43.6万股 | $1,308.6万 | 42.6万股 | +1.0万股+2.37% | 加仓 |
| V先锋领航指数基金VB |
| 2.66% | 2.59% | $1,258.6万 | 4.8万股 | $1,228.4万 | 4.8万股 | +431股+0.91% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.58% | 2.62% | $1,219.7万 | 5.6万股 | $1,241.2万 | 5.9万股 | -2,463股-4.20% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.5% | 2.6% | $1,181.3万 | 30.4万股 | $1,232.3万 | 31.1万股 | -7,268股-2.34% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.32% | 2.3% | $1,097.5万 | 13.8万股 | $1,091.0万 | 13.7万股 | +1,616股+1.18% | 加仓 |
| S嘉信策略信托SCHC |
| 2.3% | 2.22% | $1,087.2万 | 22.2万股 | $1,051.0万 | 23.2万股 | -1.0万股-4.42% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.21% | 2.16% | $1,046.3万 | 13.3万股 | $1,021.0万 | 13.0万股 | +3,884股+3.00% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.21% | 2.2% | $1,044.7万 | 13.9万股 | $1,040.0万 | 14.1万股 | -2,268股-1.60% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2% | 1.84% | $945.4万 | 18.9万股 | $870.7万 | 17.6万股 | +1.3万股+7.52% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.81% | 1.68% | $855.2万 | 10.6万股 | $795.3万 | 10.5万股 | +1,123股+1.07% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 1.77% | 1.71% | $835.9万 | 18.0万股 | $809.7万 | 18.2万股 | -1,433股-0.79% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.75% | 1.68% | $828.7万 | 8.8万股 | $796.4万 | 8.8万股 | -553股-0.62% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.53% | 1.54% | $723.0万 | 14.5万股 | $730.7万 | 14.5万股 | -377股-0.26% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.41% | 1.44% | $668.5万 | 12.4万股 | $683.9万 | 12.7万股 | -3,542股-2.78% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.37% | 1.37% | $649.4万 | 8.4万股 | $648.7万 | 8.6万股 | -1,774股-2.06% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.37% | 1.33% | $646.6万 | 3.4万股 | $632.2万 | 3.3万股 | +689股+2.09% | 加仓 |
| DDimensional维度·USDFUV |
| 1.33% | 1.29% | $629.7万 | 13.0万股 | $609.7万 | 13.1万股 | -913股-0.70% | 减仓 |
| IiShares安硕信托IBDT |
| 1.25% | 1.25% | $591.2万 | 23.3万股 | $592.1万 | 23.3万股 | +784股+0.34% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.25% | 1.22% | $590.3万 | 7.3万股 | $575.5万 | 7.5万股 | -1,468股-1.96% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.17% | 1.14% | $553.1万 | 8.9万股 | $539.2万 | 9.1万股 | -1,993股-2.20% | 减仓 |
| S嘉信策略信托SCHF |
| 1.04% | 1.01% | $491.7万 | 19.9万股 | $476.3万 | 19.8万股 | +541股+0.27% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.02% | 0.97% | $481.0万 | 5.4万股 | $458.4万 | 5.2万股 | +2,423股+4.68% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.99% | 1.01% | $467.4万 | 6.4万股 | $478.0万 | 6.7万股 | -3,020股-4.51% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.96% | 0.96% | $455.6万 | 12.4万股 | $454.8万 | 12.0万股 | +4,357股+3.64% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.96% | 0.97% | $455.0万 | 19.6万股 | $459.3万 | 19.6万股 | -612股-0.31% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.89% | 0.84% | $418.5万 | 15.7万股 | $397.7万 | 15.1万股 | +6,901股+4.58% | 加仓 |
| IiShares安硕信托IBDS |
| 0.88% | 0.89% | $415.0万 | 17.1万股 | $422.6万 | 17.4万股 | -2,856股-1.64% | 减仓 |
| G通用动力VTI |
| 0.87% | 0.93% | $413.3万 | 1.3万股 | $440.4万 | 1.3万股 | -251股-1.91% | 减仓 |
| TTITAN MACHYTITN |
| 0.87% | 0.77% | $410.5万 | 24.6万股 | $364.0万 | 24.2万股 | +3,471股+1.43% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.84% | 0.76% | $399.2万 | 5.3万股 | $358.0万 | 4.7万股 | +5,305股+11.18% | 加仓 |
| AAvantis·U SAVUV |
| 0.84% | 0.77% | $396.6万 | 3.6万股 | $363.3万 | 3.6万股 | +279股+0.78% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.79% | 0.76% | $373.2万 | 11.0万股 | $359.6万 | 11.0万股 | +4股+0.00% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.76% | 0.53% | $357.7万 | 8.5万股 | $249.6万 | 5.9万股 | +2.6万股+44.45% | 加仓 |
 苹果AAPL |
| 0.7% | 0.76% | $332.4万 | 1.3万股 | $361.1万 | 1.3万股 | -187股-1.41% | 减仓 |
| V先锋领航指数基金VOO |
| 0.69% | 0.73% | $326.3万 | 5,461股 | $347.1万 | 5,534股 | -73股-1.32% | 减仓 |
 微软MSFT |
| 0.63% | 0.81% | $295.6万 | 7,985股 | $385.8万 | 7,977股 | +8股+0.10% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.61% | 0.65% | $286.4万 | 11.4万股 | $306.1万 | 11.7万股 | -2,592股-2.22% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.54% | 0.61% | $253.9万 | 2.8万股 | $288.4万 | 2.8万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.5% | 0.59% | $237.3万 | 4.2万股 | $280.8万 | 4.9万股 | -7,205股-14.68% | 减仓 |
| IiShares安硕信托ITOT |
| 0.48% | 0.52% | $226.1万 | 1.6万股 | $245.3万 | 1.6万股 | -620股-3.76% | 减仓 |
| IiShares安硕信托AGG |
| 0.47% | 0.46% | $220.2万 | 2.2万股 | $217.5万 | 2.2万股 | +414股+1.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.43% | 0.49% | $203.4万 | 3,128股 | $230.0万 | 3,373股 | -245股-7.26% | 减仓 |
| EEA SERIES TRUSTUSEW |
| 0.41% | 0.43% | $195.4万 | 4.0万股 | $202.8万 | 4.0万股 | 00.00% | 持仓不变 |
