| SSPDR道富系列信托SPTM |
| 37.13% | 36.11% | $1.04亿 | 114.3万股 | $8,591.3万 | 108.7万股 | +5.7万股+5.22% | 加仓 |
| V先锋领航·FTSEVEA |
| 21% | 21.61% | $5,871.5万 | 82.4万股 | $5,141.2万 | 80.2万股 | +2.2万股+2.71% | 加仓 |
| IiShares安硕·COREIJR |
| 9.3% | 8.96% | $2,600.3万 | 17.5万股 | $2,130.8万 | 17.1万股 | +3,919股+2.29% | 加仓 |
| A美国世纪ETF信托AVLV |
| 8% | 7.82% | $2,237.7万 | 24.5万股 | $1,860.9万 | 23.1万股 | +1.4万股+6.27% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.72% | 5.87% | $1,599.8万 | 26.8万股 | $1,395.9万 | 25.8万股 | +9,737股+3.77% | 加仓 |
| G通用动力VTI |
| 2.69% | 2.44% | $752.5万 | 2.0万股 | $580.8万 | 1.8万股 | +2,229股+12.31% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.76% | 1.93% | $491.0万 | 9.7万股 | $459.2万 | 10.1万股 | -3,155股-3.14% | 减仓 |
 苹果AAPL |
| 1.17% | 1.14% | $327.1万 | 1.1万股 | $271.8万 | 1.1万股 | +591股+5.52% | 加仓 |
| S道富SPYV |
| 1.16% | 1.42% | $323.4万 | 5.3万股 | $339.0万 | 6.0万股 | -6,725股-11.22% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.15% | 1.19% | $322.7万 | 7.3万股 | $282.6万 | 7.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.96% | 1.4% | $267.6万 | 2.0万股 | $332.0万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.57% | 0.38% | $160.3万 | 9,760股 | $91.4万 | 6,418股 | +3,342股+52.07% | 加仓 |
 英伟达NVDA |
| 0.52% | 0.53% | $144.9万 | 7,242股 | $125.1万 | 7,176股 | +66股+0.92% | 加仓 |
| IiShares安硕信托IVV |
| 0.48% | 0.48% | $133.4万 | 1,781股 | $113.2万 | 1,734股 | +47股+2.71% | 加仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.49% | $128.6万 | 5,901股 | $115.7万 | 5,901股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.44% | 0.44% | $123.8万 | 2.1万股 | $103.7万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.42% | 0.41% | $118.4万 | 7,236股 | $98.5万 | 6,971股 | +265股+3.80% | 加仓 |
 摩根大通JPM |
| 0.33% | 0.31% | $93.1万 | 2,843股 | $74.8万 | 2,544股 | +299股+11.75% | 加仓 |
 微软MSFT |
| 0.31% | 0.66% | $87.9万 | 2,357股 | $157.9万 | 4,268股 | -1,911股-44.78% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.31% | 0.26% | $86.7万 | 1.1万股 | $60.9万 | 7,690股 | +3,285股+42.72% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.29% | 0.32% | $82.5万 | 1.6万股 | $76.0万 | 1.5万股 | +1,056股+6.93% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.29% | 0.28% | $80.0万 | 6,591股 | $67.1万 | 6,706股 | -115股-1.71% | 减仓 |
 礼来LLY |
| 0.26% | 0.25% | $73.5万 | 613股 | $59.0万 | 642股 | -29股-4.52% | 减仓 |
| IiShares安硕信托IEFA |
| 0.25% | 0.26% | $70.0万 | 7,251股 | $62.4万 | 6,901股 | +350股+5.07% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.25% | 0.26% | $68.7万 | 8,315股 | $62.9万 | 7,604股 | +711股+9.35% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.22% | 0.22% | $60.8万 | 2.1万股 | $52.7万 | 2.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.22% | 0.19% | $60.8万 | 1,701股 | $46.2万 | 1,608股 | +93股+5.78% | 加仓 |
| V先锋领航指数基金VOO |
| 0.2% | 0.22% | $56.8万 | 827股 | $53.4万 | 895股 | -68股-7.60% | 减仓 |
| IiShares安硕信托SUSB |
| 0.2% | 0.23% | $55.6万 | 2.2万股 | $53.9万 | 2.2万股 | +751股+3.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.17% | $50.0万 | 1,000股 | $40.0万 | 836股 | +164股+19.62% | 加仓 |
| V先锋领航·TOTALBND |
| 0.18% | 0.21% | $49.9万 | 6,800股 | $50.0万 | 6,800股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDU |
| 0.18% | 0.13% | $49.2万 | 2.1万股 | $31.1万 | 1.3万股 | +7,804股+58.06% | 加仓 |
| IiShares安硕信托EUSB |
| 0.17% | 0.16% | $48.4万 | 1.1万股 | $37.2万 | 8,552股 | +2,590股+30.29% | 加仓 |
| V先锋领航指数基金VB |
| 0.17% | 0.17% | $46.4万 | 1,530股 | $39.6万 | 1,515股 | +15股+0.99% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.16% | 0.19% | $45.7万 | 8,832股 | $45.7万 | 9,763股 | -931股-9.54% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.16% | 0.15% | $44.5万 | 3,744股 | $36.6万 | 3,744股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.16% | 0.17% | $43.7万 | 753股 | $40.8万 | 2,009股 | -1,256股-62.52% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.16% | 0.16% | $43.5万 | 6,225股 | $38.8万 | 6,225股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.15% | 0.12% | $40.9万 | 3,977股 | $28.2万 | 2,953股 | +1,024股+34.68% | 加仓 |
 沃尔玛WMT |
| 0.14% | 0.23% | $39.2万 | 3,464股 | $55.7万 | 4,487股 | -1,023股-22.80% | 减仓 |
| NNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNUDM |
| 0.14% | 0.14% | $37.8万 | 9,451股 | $34.1万 | 9,451股 | 00.00% | 持仓不变 |
| IiShares安硕ESGE |
| 0.13% | 0.12% | $35.3万 | 6,451股 | $29.3万 | 6,456股 | -5股-0.08% | 减仓 |
| IiShares安硕IEMG |
| 0.13% | 0.12% | $35.0万 | 4,231股 | $28.0万 | 4,027股 | +204股+5.07% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.12% | 0.15% | $34.8万 | 4,465股 | $35.0万 | 4,465股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.09% | $33.6万 | 950股 | $20.7万 | 725股 | +225股+31.03% | 加仓 |
 博通AVGO |
| 0.12% | 0.09% | $33.1万 | 876股 | $20.4万 | 661股 | +215股+32.53% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.11% | 0.11% | $31.7万 | 6,607股 | $26.4万 | 5,528股 | +1,079股+19.52% | 加仓 |
 联合太平洋铁路UNP |
| 0.11% | 0.12% | $31.2万 | 1,147股 | $27.8万 | 1,147股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.11% | 0.11% | $30.8万 | 2,257股 | $26.7万 | 2,257股 | 00.00% | 持仓不变 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.1% | 0.09% | $29.0万 | 5,796股 | $22.4万 | 4,943股 | +853股+17.26% | 加仓 |
