| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 25.23% | 27.46% | $5,277.2万 | 15.6万股 | $4,648.3万 | 15.8万股 | -1,707股-1.08% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 20.53% | 24.4% | $4,294.4万 | 94.4万股 | $4,131.3万 | 90.5万股 | +3.8万股+4.25% | 加仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 17.25% | 16.62% | $3,607.8万 | 30.6万股 | $2,813.0万 | 26.8万股 | +3.8万股+14.11% | 加仓 |
| AAvantis·U SAVUV |
| 17.22% | 19.97% | $3,601.4万 | 28.9万股 | $3,381.7万 | 30.6万股 | -1.7万股-5.70% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 9.22% | 0.53% | $1,929.0万 | 55.1万股 | $90.1万 | 2.7万股 | +52.4万股+1,958.39% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 6.81% | 7.82% | $1,425.4万 | 24.6万股 | $1,324.3万 | 24.1万股 | +5,087股+2.11% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 0.8% | 0.86% | $167.0万 | 4.6万股 | $145.1万 | 4.6万股 | +9股+0.02% | 加仓 |
 家得宝HD |
| 0.55% | 0.66% | $115.4万 | 3,271股 | $111.0万 | 3,375股 | -104股-3.08% | 减仓 |
| V先锋领航指数基金VOO |
| 0.34% | 0.36% | $70.9万 | 1,032股 | $61.7万 | 1,032股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.33% | — | $70.0万 | 1,960股 | $0 | 0股 | +1,960股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 0.32% | 0.35% | $66.8万 | 3,141股 | $59.6万 | 3,107股 | +34股+1.09% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.25% | 0.31% | $52.5万 | 5,695股 | $51.9万 | 5,624股 | +71股+1.26% | 加仓 |
| MMETROCITY BANKSHARESMCBS |
| 0.22% | 0.22% | $46.7万 | 1.3万股 | $37.3万 | 1.3万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.22% | — | $46.1万 | 617股 | $0 | 0股 | +617股 | 新买入 |
| F第一信托交易所交易基金VIFIXD |
| 0.16% | 0.19% | $32.4万 | 7,438股 | $32.1万 | 7,355股 | +83股+1.13% | 加仓 |
 礼来LLY |
| 0.12% | — | $25.8万 | 215股 | $0 | 0股 | +215股 | 新买入 |
 AFLAC COMAFL |
| 0.11% | 0.13% | $24.0万 | 2,051股 | $22.5万 | 2,051股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.11% | 0.12% | $23.4万 | 3,030股 | $20.5万 | 3,030股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.11% | — | $22.0万 | 1,404股 | $0 | 0股 | +1,404股 | 新买入 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.1% | — | $21.2万 | 4,192股 | $0 | 0股 | +4,192股 | 新买入 |
