| G通用动力VTI |
| 15.87% | 15.2% | $5,716.1万 | 15.4万股 | $4,833.6万 | 15.1万股 | +3,824股+2.54% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.22% | 10.28% | $3,680.2万 | 51.7万股 | $3,270.8万 | 51.0万股 | +6,099股+1.19% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 5.45% | 5.54% | $1,962.3万 | 50.6万股 | $1,761.6万 | 50.3万股 | +3,156股+0.63% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 5.44% | 5.81% | $1,960.9万 | 36.6万股 | $1,846.2万 | 35.2万股 | +1.4万股+3.95% | 加仓 |
| DDimensional维度ETF信托DISV |
| 5.39% | 5.7% | $1,941.3万 | 48.4万股 | $1,813.9万 | 46.0万股 | +2.4万股+5.18% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.25% | 5.7% | $1,890.8万 | 22.9万股 | $1,812.1万 | 21.9万股 | +9,783股+4.47% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.23% | 5.03% | $1,885.4万 | 46.4万股 | $1,601.0万 | 46.3万股 | +528股+0.11% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 4.18% | 4.08% | $1,506.5万 | 38.1万股 | $1,296.9万 | 36.3万股 | +1.8万股+4.91% | 加仓 |
| S道富SPTI |
| 3.61% | 3.93% | $1,299.7万 | 45.8万股 | $1,249.0万 | 43.6万股 | +2.2万股+5.04% | 加仓 |
| A美国世纪ETF信托AVRE |
| 2.86% | 2.87% | $1,031.8万 | 21.8万股 | $912.8万 | 20.7万股 | +1.0万股+5.02% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.32% | 2.28% | $837.4万 | 28.9万股 | $725.1万 | 28.9万股 | +291股+0.10% | 加仓 |
| IiShares安硕信托STIP |
| 2.29% | 2.52% | $826.2万 | 8.1万股 | $800.0万 | 7.7万股 | +3,519股+4.55% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 2.29% | 2.41% | $824.4万 | 15.7万股 | $766.4万 | 14.7万股 | +9,893股+6.74% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 2.07% | 1.54% | $744.5万 | 16.0万股 | $489.4万 | 11.9万股 | +4.1万股+34.06% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.83% | 2% | $658.2万 | 8.3万股 | $636.1万 | 8.0万股 | +3,041股+3.79% | 加仓 |
| AAvantis·U SAVUV |
| 1.48% | 1.51% | $533.1万 | 4.3万股 | $479.4万 | 4.3万股 | -665股-1.53% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.32% | 1.43% | $474.7万 | 9.4万股 | $454.4万 | 9.1万股 | +2,774股+3.05% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 1.11% | 0.88% | $398.2万 | 8.8万股 | $279.1万 | 6.6万股 | +2.2万股+34.14% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.06% | 1.09% | $380.7万 | 7.6万股 | $345.9万 | 7.6万股 | -240股-0.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.02% | 0.93% | $366.6万 | 4,909股 | $295.6万 | 4,546股 | +363股+7.99% | 加仓 |
| IiShares安硕信托GVI |
| 1% | 1.09% | $360.3万 | 3.4万股 | $345.6万 | 3.2万股 | +1,396股+4.30% | 加仓 |
| IiShares安硕信托DMXF |
| 1% | 0.94% | $358.9万 | 4.2万股 | $297.4万 | 3.9万股 | +3,007股+7.63% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.84% | 0.79% | $302.6万 | 3.1万股 | $252.6万 | 3.1万股 | +20股+0.06% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.83% | 0.91% | $300.7万 | 2.9万股 | $290.3万 | 2.9万股 | +106股+0.36% | 加仓 |
| NNUSHARES ETF TRNULG |
| 0.83% | 0.66% | $297.9万 | 2.5万股 | $209.3万 | 2.3万股 | +2,437股+10.59% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.81% | 0.76% | $290.5万 | 5.8万股 | $240.3万 | 5.3万股 | +5,315股+10.07% | 加仓 |
| IiShares安硕信托USXF |
| 0.78% | 0.71% | $281.1万 | 4.0万股 | $224.6万 | 4.1万股 | -201股-0.49% | 减仓 |
| IiShares安硕信托NYF |
| 0.74% | 0.82% | $265.6万 | 4.9万股 | $261.8万 | 4.9万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.71% | 0.59% | $257.4万 | 5.3万股 | $187.8万 | 4.4万股 | +8,328股+18.79% | 加仓 |
 苹果AAPL |
| 0.69% | 0.67% | $248.3万 | 8,582股 | $212.9万 | 8,390股 | +192股+2.29% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.61% | 0.6% | $220.0万 | 2.4万股 | $191.6万 | 2.4万股 | +2股+0.01% | 加仓 |
 亚马逊AMZN |
| 0.6% | 0.74% | $217.6万 | 9,131股 | $234.2万 | 1.1万股 | -2,114股-18.80% | 减仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.57% | $210.2万 | 3,061股 | $182.4万 | 3,052股 | +9股+0.29% | 加仓 |
| IiShares安硕信托GVI |
| 0.48% | 0.55% | $173.5万 | 1.6万股 | $174.2万 | 1.6万股 | -293股-1.78% | 减仓 |
| IiShares安硕ESGE |
| 0.44% | 0.37% | $157.9万 | 2.9万股 | $118.7万 | 2.6万股 | +2,781股+10.66% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.44% | 0.4% | $157.2万 | 3.0万股 | $127.5万 | 2.8万股 | +1,870股+6.61% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.36% | 0.35% | $129.5万 | 2.1万股 | $110.2万 | 1.8万股 | +3,090股+17.61% | 加仓 |
 英伟达NVDA |
| 0.35% | 0.31% | $125.8万 | 6,289股 | $100.1万 | 5,742股 | +547股+9.53% | 加仓 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.34% | 0.35% | $121.7万 | 2.6万股 | $110.4万 | 2.3万股 | +2,389股+10.27% | 加仓 |
| I景顺QQQ信托VOO |
| 0.31% | 0.27% | $111.8万 | 1,519股 | $87.2万 | 1,512股 | +7股+0.46% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.31% | 0.32% | $111.6万 | 2.3万股 | $102.7万 | 2.1万股 | +1,674股+7.83% | 加仓 |
 微软MSFT |
| 0.3% | 0.33% | $106.9万 | 2,867股 | $104.1万 | 2,811股 | +56股+1.99% | 加仓 |
 LOWES COS COMLOW |
| 0.29% | 0.36% | $105.5万 | 4,787股 | $113.4万 | 4,801股 | -14股-0.29% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.25% | 0.26% | $91.3万 | 3.2万股 | $83.7万 | 3.1万股 | +25股+0.08% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.25% | 0.28% | $88.6万 | 1.7万股 | $88.9万 | 1.7万股 | +3股+0.02% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.22% | 0.23% | $80.7万 | 1.4万股 | $73.9万 | 1.4万股 | -159股-1.16% | 减仓 |
| IiShares安硕IEMG |
| 0.21% | 0.2% | $75.6万 | 9,132股 | $63.7万 | 9,132股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.2% | 0.21% | $73.7万 | 8,794股 | $65.7万 | 8,754股 | +40股+0.46% | 加仓 |
 谷歌AGOOGL |
| 0.2% | 0.17% | $70.5万 | 1,973股 | $53.7万 | 1,867股 | +106股+5.68% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.19% | 0.16% | $66.9万 | 7,828股 | $50.2万 | 6,506股 | +1,322股+20.32% | 加仓 |
