| S嘉信·USSCHP |
| 19.92% | 21.36% | $4,153.3万 | 156.7万股 | $4,049.2万 | 152.2万股 | +4.6万股+3.00% | 加仓 |
| G通用动力VTI |
| 13.69% | 13.21% | $2,855.2万 | 7.7万股 | $2,504.6万 | 7.8万股 | -914股-1.17% | 减仓 |
| V先锋领航·TOTALBND |
| 9.7% | 10.18% | $2,023.6万 | 27.6万股 | $1,929.4万 | 26.2万股 | +1.4万股+5.21% | 加仓 |
| V先锋领航·TOTALBNDX |
| 7.95% | 8.48% | $1,658.7万 | 34.2万股 | $1,607.2万 | 33.4万股 | +8,005股+2.39% | 加仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 7.77% | 6.94% | $1,620.6万 | 17.8万股 | $1,316.7万 | 17.7万股 | +960股+0.54% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 5.96% | 5.87% | $1,241.9万 | 32.0万股 | $1,112.0万 | 31.7万股 | +2,805股+0.88% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.65% | 6.04% | $1,178.7万 | 20.0万股 | $1,145.1万 | 19.2万股 | +7,555股+3.93% | 加仓 |
| IiShares安硕信托MTUM |
| 5.53% | 4.28% | $1,153.8万 | 3.4万股 | $812.0万 | 3.4万股 | -180股-0.53% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 5.4% | 5.06% | $1,127.1万 | 26.4万股 | $959.2万 | 26.8万股 | -3,935股-1.47% | 减仓 |
| DDimensional维度ETF信托DISV |
| 4.76% | 5.07% | $992.5万 | 24.7万股 | $961.9万 | 24.4万股 | +3,425股+1.40% | 加仓 |
| IiShares安硕EUSA |
| 4.51% | 4.39% | $940.0万 | 8.2万股 | $831.6万 | 8.2万股 | +607股+0.74% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.93% | 2.89% | $610.3万 | 7.1万股 | $548.1万 | 7.1万股 | +302股+0.42% | 加仓 |
| IiShares安硕信托ITOT |
| 1.45% | 1.38% | $301.5万 | 1.8万股 | $261.4万 | 1.8万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.96% | 0.93% | $200.9万 | 4.0万股 | $175.4万 | 3.5万股 | +4,555股+12.96% | 加仓 |
| IiShares安硕信托AGG |
| 0.83% | 0.17% | $173.1万 | 3.4万股 | $31.6万 | 3,180股 | +3.1万股+975.79% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.7% | 0.68% | $146.1万 | 3.8万股 | $128.2万 | 4.0万股 | -1,150股-2.91% | 减仓 |
| AAvantis·U SAVUV |
| 0.67% | 0.68% | $140.7万 | 1.1万股 | $128.0万 | 1.2万股 | -310股-2.67% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 0.42% | 0.34% | $87.2万 | 5,395股 | $65.0万 | 5,800股 | -405股-6.98% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.35% | 0.27% | $72.7万 | 3,415股 | $50.3万 | 2,620股 | +795股+30.34% | 加仓 |
 家得宝HD |
| 0.18% | 0.19% | $37.4万 | 1,060股 | $36.2万 | 1,102股 | -42股-3.81% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.17% | 0.18% | $36.5万 | 3,540股 | $35.1万 | 3,510股 | +30股+0.85% | 加仓 |
| IiShares安硕信托IXUS |
| 0.17% | 0.18% | $36.0万 | 3,770股 | $33.6万 | 3,880股 | -110股-2.84% | 减仓 |
 苹果AAPL |
| 0.17% | 0.2% | $35.2万 | 1,215股 | $38.1万 | 1,500股 | -285股-19.00% | 减仓 |
| A美国世纪ETF信托DSPY |
| 0.15% | 0.15% | $30.9万 | 4,710股 | $28.3万 | 4,710股 | 00.00% | 持仓不变 |
