| S道富SPYM |
| 8.04% | 6.97% | $1,740.7万 | 19.8万股 | $1,351.1万 | 17.7万股 | +2.2万股+12.21% | 加仓 |
| IiShares安硕信托ITOT |
| 7.3% | 7.71% | $1,579.6万 | 9.6万股 | $1,494.1万 | 10.5万股 | -8,742股-8.33% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.84% | 5.44% | $1,047.5万 | 15.0万股 | $1,053.9万 | 16.9万股 | -1.9万股-11.21% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 4.42% | 4.18% | $956.4万 | 7.7万股 | $810.8万 | 1.9万股 | +5.8万股+305.03% | 加仓 |
| IiShares安硕信托IDEV |
| 3.86% | 4.3% | $836.2万 | 9.4万股 | $833.0万 | 10.0万股 | -5,733股-5.75% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.04% | 3.45% | $657.6万 | 11.1万股 | $669.1万 | 11.2万股 | -877股-0.78% | 减仓 |
| IiShares安硕IEMG |
| 2.95% | 2.98% | $638.1万 | 7.7万股 | $577.2万 | 8.3万股 | -5,723股-6.92% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.7% | 2.81% | $585.0万 | 7.6万股 | $544.2万 | 7.0万股 | +5,409股+7.69% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.69% | 3.26% | $583.1万 | 10.8万股 | $632.1万 | 12.0万股 | -1.2万股-9.88% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.41% | 2.48% | $521.3万 | 2.4万股 | $481.5万 | 2.5万股 | -1,347股-5.37% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.31% | 2.23% | $499.1万 | 3.2万股 | $431.9万 | 2.9万股 | +2,422股+8.31% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.21% | 2.53% | $478.2万 | 6.1万股 | $490.2万 | 6.3万股 | -1,136股-1.82% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 1.98% | 2.02% | $429.0万 | 9.3万股 | $390.7万 | 8.5万股 | +8,342股+9.84% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 1.79% | 1.52% | $386.5万 | 5.0万股 | $293.7万 | 3.8万股 | +1.2万股+31.62% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.73% | 1.61% | $374.1万 | 5.5万股 | $311.6万 | 5.4万股 | +1,444股+2.70% | 加仓 |
| IiShares安硕信托IVW |
| 1.68% | 1.43% | $364.4万 | 2.6万股 | $276.4万 | 2.4万股 | +2,059股+8.43% | 加仓 |
| G通用动力VTI |
| 1.58% | 1.32% | $341.0万 | 9,215股 | $256.4万 | 7,992股 | +1,223股+15.30% | 加仓 |
 苹果AAPL |
| 1.56% | 1.57% | $337.1万 | 1.2万股 | $304.9万 | 1.2万股 | -367股-3.05% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.54% | 1.49% | $332.6万 | 4,454股 | $289.3万 | 4,449股 | +5股+0.11% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.33% | 1.52% | $288.0万 | 5.7万股 | $293.8万 | 5.9万股 | -1,484股-2.52% | 减仓 |
| IiShares安硕信托EFV |
| 1.23% | 1.45% | $266.9万 | 3.5万股 | $282.0万 | 3.8万股 | -3,061股-8.07% | 减仓 |
| IiShares安硕信托IQLT |
| 1.22% | 1.28% | $265.0万 | 5.3万股 | $248.8万 | 5.4万股 | -335股-0.62% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.21% | 1.2% | $261.5万 | 1.2万股 | $231.8万 | 1.2万股 | +213股+1.76% | 加仓 |
| IiShares安硕信托DGRO |
| 1.12% | 1.41% | $242.6万 | 3.2万股 | $273.0万 | 3.9万股 | -6,895股-17.72% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.02% | 1.07% | $220.6万 | 9,716股 | $207.5万 | 9,827股 | -111股-1.13% | 减仓 |
| IiShares安硕信托VLUE |
| 0.88% | 0.66% | $189.5万 | 9,482股 | $127.9万 | 8,998股 | +484股+5.38% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.86% | 0.55% | $185.1万 | 3.5万股 | $106.7万 | 3.2万股 | +2,736股+8.45% | 加仓 |
| IiShares安硕·COREIJR |
| 0.79% | 0.76% | $171.4万 | 1.2万股 | $146.4万 | 1.2万股 | -219股-1.86% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.78% | 0.74% | $168.5万 | 3.1万股 | $143.4万 | 3.0万股 | +1,025股+3.40% | 加仓 |
| IiShares安硕信托IUSB |
| 0.76% | 0.65% | $165.1万 | 3.6万股 | $125.8万 | 2.7万股 | +8,542股+31.37% | 加仓 |
 TapestryTPR |
| 0.72% | 0.78% | $156.1万 | 1.1万股 | $150.5万 | 1.1万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHC |
| 0.71% | 0.69% | $153.2万 | 2.9万股 | $133.6万 | 2.7万股 | +1,740股+6.37% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 0.7% | 0.69% | $151.9万 | 2.5万股 | $133.7万 | 2.5万股 | +311股+1.27% | 加仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 0.7% | 0.63% | $151.8万 | 1.7万股 | $122.6万 | 1.5万股 | +1,977股+13.36% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.7% | 0.78% | $151.5万 | 3.3万股 | $152.1万 | 3.3万股 | +69股+0.21% | 加仓 |
| V先锋领航·MIDVO |
| 0.66% | 0.54% | $143.0万 | 1.8万股 | $104.9万 | 3,653股 | +1.4万股+385.85% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.65% | 0.57% | $140.7万 | 5.1万股 | $110.5万 | 4.6万股 | +4,573股+9.88% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.64% | 0.63% | $138.7万 | 3.1万股 | $121.3万 | 3.1万股 | +54股+0.17% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.61% | 0.49% | $132.2万 | 8,186股 | $94.8万 | 8,454股 | -268股-3.17% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.58% | 0.69% | $124.7万 | 2.2万股 | $133.8万 | 2.5万股 | -3,402股-13.36% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.56% | 0.52% | $121.0万 | 7,625股 | $101.2万 | 6,905股 | +720股+10.43% | 加仓 |
| S嘉信策略信托SCHD |
| 0.54% | 0.62% | $117.5万 | 3.7万股 | $119.6万 | 3.9万股 | -1,947股-4.99% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.5% | $117.3万 | 3,321股 | $97.0万 | 3,381股 | -60股-1.77% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.53% | 0.49% | $115.6万 | 2.1万股 | $95.7万 | 2.1万股 | -131股-0.63% | 减仓 |
 微软MSFT |
| 0.51% | 0.58% | $109.7万 | 2,942股 | $111.9万 | 3,023股 | -81股-2.68% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.5% | 0.38% | $108.0万 | 1.1万股 | $74.5万 | 9,250股 | +1,947股+21.05% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.48% | 0.5% | $103.1万 | 4.5万股 | $96.8万 | 4.2万股 | +2,873股+6.89% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.46% | 0.47% | $99.1万 | 2.3万股 | $90.8万 | 2.5万股 | -2,079股-8.29% | 减仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.43% | $98.7万 | 1,318股 | $83.3万 | 1,275股 | +43股+3.37% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.45% | 0.48% | $97.8万 | 1.0万股 | $93.0万 | 1.1万股 | -33股-0.31% | 减仓 |
