| G通用动力VTI |
| 15.21% | 14.27% | $2,770.0万 | 7.5万股 | $2,429.3万 | 7.6万股 | -868股-1.15% | 减仓 |
| A美国世纪ETF信托AVLV |
| 10.54% | 10.26% | $1,920.0万 | 21.1万股 | $1,745.9万 | 21.7万股 | -6,075股-2.80% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 7.79% | 8.1% | $1,419.7万 | 26.5万股 | $1,379.2万 | 26.3万股 | +1,946股+0.74% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 7.76% | 8.08% | $1,413.0万 | 17.1万股 | $1,375.4万 | 16.6万股 | +4,752股+2.86% | 加仓 |
| AAvantis·U SAVUV |
| 7.09% | 6.9% | $1,292.0万 | 10.4万股 | $1,174.5万 | 10.6万股 | -2,763股-2.60% | 减仓 |
| V先锋领航·FTSEVEA |
| 6.8% | 6.69% | $1,238.1万 | 17.4万股 | $1,138.6万 | 17.8万股 | -3,916股-2.20% | 减仓 |
| A美国世纪ETF信托AVEM |
| 6.62% | 6.16% | $1,206.5万 | 12.5万股 | $1,049.1万 | 13.0万股 | -5,153股-3.96% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.4% | 5.68% | $982.8万 | 16.7万股 | $965.9万 | 16.2万股 | +4,428股+2.73% | 加仓 |
| DDimensional维度ETF信托DISV |
| 4.77% | 5.2% | $869.4万 | 21.7万股 | $885.2万 | 22.4万股 | -7,785股-3.47% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.9% | 4.28% | $710.3万 | 13.1万股 | $729.0万 | 13.8万股 | -6,634股-4.80% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 3.89% | 4.26% | $709.2万 | 13.5万股 | $724.5万 | 13.9万股 | -3,986股-2.87% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 3.09% | 3.05% | $562.8万 | 19.4万股 | $518.8万 | 19.5万股 | -907股-0.46% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.08% | 3.22% | $560.8万 | 11.2万股 | $548.4万 | 11.0万股 | +1,855股+1.69% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 2.81% | 2.7% | $512.4万 | 10.1万股 | $459.9万 | 9.2万股 | +9,151股+9.95% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.67% | 2.71% | $486.6万 | 6.2万股 | $461.0万 | 5.8万股 | +3,412股+5.87% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.92% | 0.86% | $166.9万 | 3.8万股 | $146.2万 | 3.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DMXF |
| 0.91% | 0.87% | $166.2万 | 2.0万股 | $148.4万 | 2.0万股 | -23股-0.12% | 减仓 |
| IiShares安硕信托USXF |
| 0.76% | 0.67% | $138.5万 | 2.0万股 | $114.6万 | 2.1万股 | -826股-3.98% | 减仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.73% | 0.7% | $132.4万 | 2.6万股 | $118.8万 | 2.6万股 | +358股+1.37% | 加仓 |
| IiShares安硕信托ITOT |
| 0.48% | 0.45% | $86.9万 | 5,308股 | $76.2万 | 5,387股 | -79股-1.47% | 减仓 |
| IISHARES USD GREEN BOND ETFBGRN |
| 0.45% | 0.46% | $82.4万 | 1.7万股 | $78.5万 | 1.7万股 | +816股+4.93% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.41% | 0.38% | $75.1万 | 1.4万股 | $64.9万 | 1.4万股 | -2股-0.01% | 减仓 |
| IiShares安硕ESGE |
| 0.36% | 0.33% | $64.9万 | 1.2万股 | $56.5万 | 1.2万股 | -549股-4.42% | 减仓 |
沃尔玛WMT |
| 0.34% | 0.4% | $61.7万 | 5,449股 | $67.7万 | 5,449股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.33% | 0.35% | $60.5万 | 5,618股 | $59.7万 | 5,627股 | -9股-0.16% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.33% | 0.33% | $59.7万 | 5,802股 | $56.5万 | 5,905股 | -103股-1.74% | 减仓 |
| IIBMIBM |
| 0.31% | 0.29% | $56.3万 | 2,002股 | $48.5万 | 2,002股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VCEB |
| 0.3% | 0.32% | $55.0万 | 8,770股 | $53.9万 | 8,578股 | +192股+2.24% | 加仓 |
| IiShares安硕信托SUSB |
| 0.3% | 0.31% | $53.9万 | 2.2万股 | $53.1万 | 2.1万股 | +406股+1.92% | 加仓 |
WHITE MTNS INSWTM |
| 0.26% | 0.31% | $47.9万 | 231股 | $53.2万 | 242股 | -11股-4.55% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.24% | 0.25% | $43.3万 | 1.7万股 | $42.7万 | 1.7万股 | -181股-1.05% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.22% | 0.22% | $40.0万 | 1.1万股 | $37.2万 | 1.1万股 | -86股-0.79% | 减仓 |
| IiShares安硕信托EFV |
| 0.2% | 0.22% | $36.8万 | 4,805股 | $37.2万 | 5,000股 | -195股-3.90% | 减仓 |
| IiShares安硕信托IVV |
| 0.19% | 0.18% | $34.9万 | 466股 | $31.0万 | 474股 | -8股-1.69% | 减仓 |
| S道富SPYM |
| 0.16% | 0.14% | $28.6万 | 3,250股 | $24.0万 | 3,131股 | +119股+3.80% | 加仓 |
| IiShares安硕信托IEFA |
| 0.13% | 0.13% | $23.2万 | 2,399股 | $21.7万 | 2,399股 | 00.00% | 持仓不变 |
ILLINOIS TOOLITW |
| 0.13% | 0.13% | $23.1万 | 854股 | $22.2万 | 854股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.12% | 0.13% | $22.6万 | 2,197股 | $22.4万 | 2,247股 | -50股-2.23% | 减仓 |