| V先锋领航·FTSEVEA |
| 9.93% | 10.27% | $2,042.5万 | 42.7万股 | $2,169.2万 | 41.1万股 | +1.6万股+3.98% | 加仓 |
| S嘉信·USSCHX |
| 7.15% | 7.11% | $1,472.1万 | 63.5万股 | $1,501.5万 | 22.1万股 | +41.4万股+186.98% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.57% | 4.47% | $940.5万 | 19.2万股 | $943.3万 | 18.8万股 | +4,149股+2.21% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4.17% | 4.04% | $857.8万 | 17.7万股 | $854.1万 | 17.3万股 | +3,954股+2.28% | 加仓 |
| SSEI QIMSEIM |
| 3.98% | 4.05% | $818.6万 | 21.2万股 | $855.7万 | 23.7万股 | -2.5万股-10.51% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.96% | 4.28% | $814.3万 | 18.5万股 | $903.0万 | 18.9万股 | -3,814股-2.02% | 减仓 |
| SSEI QIMSEIV |
| 3.88% | 3.95% | $797.4万 | 24.1万股 | $833.3万 | 25.3万股 | -1.2万股-4.79% | 减仓 |
| S道富SPHY |
| 3.58% | 3.49% | $736.1万 | 31.4万股 | $736.1万 | 30.6万股 | +7,577股+2.48% | 加仓 |
| S嘉信·USSCHP |
| 3.4% | 3.32% | $699.4万 | 27.1万股 | $701.4万 | 13.1万股 | +14.0万股+107.04% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.32% | 3.23% | $683.9万 | 8.9万股 | $681.1万 | 8.7万股 | +1,948股+2.25% | 加仓 |
| S嘉信·USSCHA |
| 3.18% | 3.28% | $654.8万 | 25.3万股 | $693.3万 | 13.5万股 | +11.9万股+88.11% | 加仓 |
| AABRDN BLOOMBERGBCI |
| 2.6% | 2.55% | $534.6万 | 27.1万股 | $538.6万 | 26.4万股 | +7,142股+2.71% | 加仓 |
| IiShares安硕信托ITOT |
| 2.57% | 2.61% | $528.0万 | 4.1万股 | $551.9万 | 4.4万股 | -2,750股-6.29% | 减仓 |
| IiShares安硕信托IEI |
| 2.56% | 2.68% | $526.9万 | 4.8万股 | $565.9万 | 4.9万股 | -1,158股-2.34% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.48% | 2.46% | $509.9万 | 10.2万股 | $520.0万 | 10.2万股 | +10股+0.01% | 加仓 |
| V先锋领航·TOTALBND |
| 2.17% | 2.06% | $447.0万 | 6.2万股 | $434.6万 | 5.8万股 | +4,293股+7.42% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.14% | 2.18% | $439.3万 | 5.8万股 | $459.7万 | 5.5万股 | +3,082股+5.64% | 加仓 |
| IiShares安硕信托GVI |
| 2.06% | 1.77% | $423.3万 | 4.0万股 | $373.9万 | 3.4万股 | +5,304股+15.41% | 加仓 |
| SSEI QIMSEIQ |
| 1.99% | 1.97% | $409.2万 | 11.7万股 | $417.0万 | 12.0万股 | -2,472股-2.07% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 1.99% | 1.99% | $408.9万 | 6.5万股 | $420.5万 | 6.3万股 | +1,386股+2.19% | 加仓 |
| V先锋领航指数基金VUG |
| 1.94% | 1.83% | $398.2万 | 9,701股 | $386.2万 | 1.0万股 | -358股-3.56% | 减仓 |
| VVANECK JPMEMLC |
| 1.86% | 1.9% | $382.6万 | 16.6万股 | $401.4万 | 15.8万股 | +7,529股+4.76% | 加仓 |
| SSIMPLIFY MBS ETFMTBA |
| 1.64% | 1.6% | $337.8万 | 6.8万股 | $337.5万 | 6.6万股 | +2,417股+3.69% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.59% | 1.62% | $326.8万 | 1.9万股 | $342.6万 | 1.9万股 | -476股-2.49% | 减仓 |
| IISHARES BROADUSIG |
| 1.47% | 1.46% | $301.9万 | 6.0万股 | $308.1万 | 5.9万股 | +1,448股+2.47% | 加仓 |
| V先锋领航指数基金VTV |
| 1.29% | 1.28% | $266.1万 | 1.6万股 | $270.8万 | 1.6万股 | +209股+1.35% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.26% | 1.25% | $259.7万 | 10.0万股 | $263.4万 | 3.3万股 | +6.7万股+203.97% | 加仓 |
 iShares安硕·MBSACGL |
| 1.17% | 1.19% | $240.2万 | 2.6万股 | $251.3万 | 2.6万股 | -24股-0.09% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.09% | 1.01% | $223.4万 | 8.0万股 | $213.2万 | 2.0万股 | +6.0万股+291.75% | 加仓 |
| IiShares安硕信托IDEV |
| 0.9% | 1.01% | $184.5万 | 2.9万股 | $214.1万 | 3.0万股 | -1,620股-5.36% | 减仓 |
| IiShares安硕IEMG |
| 0.84% | 0.81% | $172.0万 | 3.3万股 | $170.2万 | 3.0万股 | +3,292股+11.10% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.81% | 0.88% | $165.7万 | 3.9万股 | $186.7万 | 4.5万股 | -5,261股-11.78% | 减仓 |
 微软MSFT |
| 0.77% | 0.79% | $158.4万 | 3,759股 | $166.3万 | 3,865股 | -106股-2.74% | 减仓 |
| VVanEck ETF信托HYD |
| 0.76% | 0.79% | $156.3万 | 3.0万股 | $166.1万 | 3.1万股 | -1,184股-3.78% | 减仓 |
| IiShares安硕ESGE |
| 0.75% | 0.81% | $155.3万 | 4.7万股 | $170.1万 | 4.7万股 | -214股-0.46% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.72% | 0.64% | $147.5万 | 6.1万股 | $134.5万 | 2.7万股 | +3.4万股+123.35% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.71% | 0.67% | $146.2万 | 3.1万股 | $142.3万 | 2.9万股 | +2,190股+7.48% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.67% | 0.64% | $138.4万 | 6.6万股 | $134.6万 | 6.4万股 | +1,630股+2.55% | 加仓 |
| IiShares安硕信托IEFA |
| 0.58% | 0.63% | $119.6万 | 1.7万股 | $133.6万 | 1.7万股 | -89股-0.52% | 减仓 |
| IiShares安硕信托USXF |
| 0.57% | 0.55% | $117.4万 | 2.4万股 | $115.8万 | 2.4万股 | +27股+0.11% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.55% | 0.55% | $112.5万 | 4.4万股 | $116.9万 | 4.5万股 | -544股-1.22% | 减仓 |
| SSEI QiM U.S. Large Cap Low Volatility Active ETFSELV |
| 0.47% | 0.49% | $96.2万 | 3.3万股 | $102.5万 | 3.5万股 | -1,540股-4.46% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.44% | 0.43% | $89.6万 | 4,519股 | $91.1万 | 4,536股 | -17股-0.37% | 减仓 |
 苹果AAPL |
| 0.43% | 0.42% | $89.5万 | 3,574股 | $87.7万 | 3,766股 | -192股-5.10% | 减仓 |
| V先锋领航指数基金VBK |
| 0.4% | 0.38% | $81.4万 | 2,906股 | $81.1万 | 3,033股 | -127股-4.19% | 减仓 |
| IiShares安硕信托DMXF |
| 0.32% | 0.31% | $66.7万 | 1.0万股 | $64.6万 | 8,974股 | +1,348股+15.02% | 加仓 |
 礼来LLY |
| 0.3% | 0.34% | $60.9万 | 789股 | $71.1万 | 802股 | -13股-1.62% | 减仓 |
 埃克森美孚XOM |
| 0.28% | 0.3% | $57.9万 | 5,379股 | $64.0万 | 5,462股 | -83股-1.52% | 减仓 |
| DDimensional维度ETF信托DFSB |
| 0.26% | 0.24% | $53.9万 | 1.1万股 | $50.4万 | 9,488股 | +1,093股+11.52% | 加仓 |
| IiShares安硕信托USMV |
| 0.23% | 0.22% | $47.9万 | 5,394股 | $46.0万 | 5,033股 | +361股+7.17% | 加仓 |
