| IiShares安硕·MSCIQUAL |
| 13.26% | 12.86% | $7,456.9万 | 34.0万股 | $6,636.7万 | 34.6万股 | -6,171股-1.78% | 减仓 |
| DDimensional维度·USDFUV |
| 10.24% | 9.96% | $5,762.5万 | 104.8万股 | $5,141.0万 | 106.1万股 | -1.3万股-1.26% | 减仓 |
| IiShares安硕信托IVV |
| 7.18% | 6.94% | $4,037.1万 | 5.4万股 | $3,582.6万 | 5.5万股 | -938股-1.71% | 减仓 |
| DDBX ETF信托DBEF |
| 6.82% | 6.85% | $3,838.0万 | 70.3万股 | $3,536.9万 | 71.6万股 | -1.3万股-1.87% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 5.95% | 6.09% | $3,348.7万 | 8.2万股 | $3,146.0万 | 8.8万股 | -6,455股-7.32% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 5.83% | 5.7% | $3,279.3万 | 69.9万股 | $2,945.2万 | 69.3万股 | +5,775股+0.83% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 5.73% | 6.08% | $3,222.8万 | 41.7万股 | $3,137.0万 | 40.5万股 | +1.2万股+2.93% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 5.46% | 5.82% | $3,072.0万 | 32.5万股 | $3,005.6万 | 31.5万股 | +9,921股+3.15% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 5.44% | 5.86% | $3,057.6万 | 56.6万股 | $3,025.4万 | 57.3万股 | -7,187股-1.25% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.58% | 3.45% | $2,012.1万 | 49.5万股 | $1,778.8万 | 51.5万股 | -2.0万股-3.83% | 减仓 |
| V先锋领航指数基金VNQ |
| 3.4% | 3.39% | $1,911.4万 | 19.8万股 | $1,750.2万 | 19.7万股 | +895股+0.45% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.99% | 2.96% | $1,682.4万 | 42.6万股 | $1,525.7万 | 42.7万股 | -1,757股-0.41% | 减仓 |
| V先锋领航指数基金VOO |
| 2.72% | 2.61% | $1,530.6万 | 2.2万股 | $1,347.6万 | 2.3万股 | -267股-1.18% | 减仓 |
| IiShares安硕信托IWC |
| 2.08% | 1.87% | $1,170.3万 | 5.9万股 | $964.8万 | 6.0万股 | -1,945股-3.22% | 减仓 |
| IiShares安硕IEMG |
| 1.7% | 1.65% | $958.1万 | 11.6万股 | $853.7万 | 12.2万股 | -6,672股-5.45% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.56% | 1.69% | $878.4万 | 10.7万股 | $871.5万 | 11.1万股 | -4,374股-3.94% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1.49% | 1.6% | $836.0万 | 20.8万股 | $826.9万 | 21.0万股 | -1,351股-0.64% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.46% | 1.42% | $819.4万 | 11.7万股 | $734.3万 | 11.8万股 | -357股-0.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.19% | 1.19% | $669.7万 | 9.4万股 | $616.1万 | 9.6万股 | -2,152股-2.24% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 1.07% | 1.12% | $601.3万 | 12.3万股 | $576.6万 | 13.6万股 | -1.3万股-9.61% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 1.03% | 1.13% | $578.5万 | 5.5万股 | $581.3万 | 5.7万股 | -2,017股-3.54% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.92% | 0.92% | $516.3万 | 13.3万股 | $474.0万 | 13.5万股 | -2,187股-1.62% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.77% | 0.77% | $431.2万 | 12.3万股 | $398.9万 | 11.8万股 | +4,627股+3.91% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.59% | 0.57% | $333.5万 | 9,846股 | $296.6万 | 1.0万股 | -206股-2.05% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.59% | 0.56% | $329.9万 | 4.0万股 | $288.7万 | 4.1万股 | -519股-1.28% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.52% | 0.48% | $292.1万 | 9,720股 | $247.6万 | 9,982股 | -262股-2.62% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.48% | 0.5% | $270.1万 | 2.6万股 | $258.9万 | 2.7万股 | -659股-2.47% | 减仓 |
| SSPDR DOW JONES INTER REAL ESTATE ETFRWX |
| 0.48% | 0.51% | $267.9万 | 9.9万股 | $260.7万 | 9.8万股 | +1,245股+1.27% | 加仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.47% | 0.47% | $266.9万 | 9.1万股 | $243.9万 | 9.1万股 | +450股+0.50% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.44% | 0.43% | $244.9万 | 10.3万股 | $223.8万 | 10.4万股 | -752股-0.72% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.37% | 0.37% | $210.4万 | 3.5万股 | $191.9万 | 3.5万股 | -253股-0.71% | 减仓 |
| IiShares安硕信托EEM |
| 0.36% | 0.37% | $201.7万 | 2.9万股 | $191.8万 | 3.4万股 | -4,293股-12.71% | 减仓 |
| V先锋领航指数基金VB |
| 0.36% | 0.34% | $201.3万 | 6,641股 | $175.5万 | 6,699股 | -58股-0.87% | 减仓 |
 联合太平洋铁路UNP |
| 0.3% | 0.29% | $167.9万 | 6,173股 | $149.8万 | 6,173股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.24% | 0.23% | $135.1万 | 1.7万股 | $120.4万 | 4,192股 | +1.3万股+299.95% | 加仓 |
| S嘉信·USSCHX |
| 0.21% | 0.21% | $120.7万 | 4.1万股 | $110.4万 | 4.3万股 | -2,035股-4.73% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.2% | 0.21% | $113.8万 | 7,373股 | $109.8万 | 7,529股 | -156股-2.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.19% | $100.0万 | 1,998股 | $95.7万 | 1,998股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.17% | 0.17% | $94.3万 | 2,882股 | $87.3万 | 2,968股 | -86股-2.90% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.14% | 0.13% | $80.8万 | 6,504股 | $69.3万 | 1,626股 | +4,878股+300.00% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.14% | 0.13% | $76.5万 | 5,595股 | $66.3万 | 5,595股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.13% | 0.14% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.12% | 0.12% | $67.5万 | 6,993股 | $64.1万 | 7,079股 | -86股-1.21% | 减仓 |
| S嘉信策略信托SCHF |
| 0.1% | 0.11% | $58.9万 | 2.1万股 | $57.2万 | 2.3万股 | -1,844股-7.98% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.1% | $57.6万 | 771股 | $50.1万 | 771股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.09% | 0.11% | $53.3万 | 4,704股 | $58.5万 | 4,704股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.09% | 0.11% | $53.1万 | 1,687股 | $55.4万 | 1,687股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.09% | 0.06% | $50.4万 | 473股 | $33.5万 | 473股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.09% | 0.08% | $49.2万 | 1,329股 | $42.6万 | 1,329股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.08% | 0.08% | $47.8万 | 1.4万股 | $42.6万 | 1.4万股 | -222股-1.59% | 减仓 |
