| IiShares安硕信托ITOT |
| 15.77% | 14.88% | $5,139.4万 | 31.3万股 | $4,358.7万 | 30.6万股 | +6,745股+2.20% | 加仓 |
 LPL金融LPLA |
| 5.97% | 7.35% | $1,945.6万 | 6.9万股 | $2,151.9万 | 7.2万股 | -2,458股-3.44% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.9% | 6.33% | $1,923.3万 | 32.6万股 | $1,852.8万 | 31.1万股 | +1.5万股+4.81% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.44% | 4% | $1,446.5万 | 35.6万股 | $1,172.6万 | 34.0万股 | +1.6万股+4.84% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.27% | 4.36% | $1,390.2万 | 13.5万股 | $1,277.3万 | 12.8万股 | +6,960股+5.44% | 加仓 |
| AAvantis·U SAVUV |
| 4.18% | 3.9% | $1,362.5万 | 10.9万股 | $1,143.3万 | 10.4万股 | +5,699股+5.51% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.11% | 3.76% | $1,338.0万 | 32.1万股 | $1,100.1万 | 29.9万股 | +2.1万股+7.11% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 3.96% | 3.88% | $1,289.4万 | 37.8万股 | $1,137.2万 | 35.3万股 | +2.5万股+7.02% | 加仓 |
| IiShares安硕信托IDEV |
| 3.89% | 3.92% | $1,267.9万 | 14.2万股 | $1,149.0万 | 13.8万股 | +4,906股+3.57% | 加仓 |
| V先锋领航·SMALLVBR |
| 3.53% | 3.52% | $1,148.7万 | 4.7万股 | $1,031.6万 | 4.7万股 | -210股-0.44% | 减仓 |
| G通用动力VTI |
| 3.34% | 3.23% | $1,086.7万 | 2.9万股 | $945.9万 | 2.9万股 | -118股-0.40% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 3.18% | 3.41% | $1,037.5万 | 21.7万股 | $997.8万 | 20.8万股 | +8,883股+4.26% | 加仓 |
| V先锋领航指数基金VB |
| 2.55% | 2.47% | $829.5万 | 2.7万股 | $723.8万 | 2.8万股 | -269股-0.97% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.44% | 2.6% | $795.5万 | 15.8万股 | $760.7万 | 15.2万股 | +6,082股+3.99% | 加仓 |
| NNORTHERN LTS FD TR IVPTL |
| 2.19% | 1.91% | $713.3万 | 2.5万股 | $558.4万 | 2.2万股 | +2,643股+11.86% | 加仓 |
| V先锋领航指数基金VOO |
| 1.97% | 1.92% | $642.5万 | 9,355股 | $562.2万 | 9,408股 | -53股-0.56% | 减仓 |
| V先锋领航指数基金VTV |
| 1.85% | 1.86% | $603.4万 | 2.8万股 | $545.4万 | 2.8万股 | -110股-0.40% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.31% | 1.29% | $427.3万 | 4.4万股 | $377.9万 | 4.3万股 | +1,691股+3.97% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.22% | 1.24% | $398.9万 | 5.6万股 | $362.7万 | 5.7万股 | -612股-1.08% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.09% | 1.11% | $356.2万 | 4.3万股 | $325.9万 | 4.3万股 | -870股-2.00% | 减仓 |
| TTIMOTHY PLANTPIF |
| 0.92% | 0.87% | $300.3万 | 8.0万股 | $254.5万 | 7.1万股 | +9,883股+14.00% | 加仓 |
| WWisdomTree信托DLS |
| 0.91% | 0.99% | $296.5万 | 3.5万股 | $290.1万 | 3.6万股 | -209股-0.59% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.87% | 0.92% | $284.4万 | 1.8万股 | $270.8万 | 1.9万股 | -146股-0.79% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 0.86% | 0.83% | $281.8万 | 2.4万股 | $242.8万 | 2.5万股 | -482股-1.94% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.84% | 0.82% | $274.9万 | 6.2万股 | $240.8万 | 6.2万股 | 00.00% | 持仓不变 |
| TTIMOTHY PLANTPSC |
| 0.82% | 0.72% | $268.8万 | 5.6万股 | $210.1万 | 5.0万股 | +6,508股+13.14% | 加仓 |
| IiShares安硕信托AGG |
| 0.79% | 0.88% | $257.3万 | 2.6万股 | $258.6万 | 2.6万股 | -59股-0.23% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.74% | 0.75% | $240.9万 | 4.0万股 | $218.6万 | 4.0万股 | -90股-0.22% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.71% | 0.81% | $230.7万 | 3.0万股 | $236.7万 | 3.0万股 | -584股-1.93% | 减仓 |
| IiShares安硕信托USRT |
| 0.7% | 0.66% | $229.6万 | 3.5万股 | $192.3万 | 3.3万股 | +2,035股+6.26% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.68% | 0.76% | $222.2万 | 2.7万股 | $224.0万 | 2.7万股 | -71股-0.26% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.67% | 0.68% | $219.2万 | 2.6万股 | $199.6万 | 2.6万股 | -240股-0.93% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.67% | 0.7% | $218.7万 | 3.4万股 | $205.1万 | 3.4万股 | -336股-0.98% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.63% | 0.65% | $204.8万 | 2.3万股 | $190.4万 | 2.3万股 | +26股+0.11% | 加仓 |
| TTim Pln:High Dividend StTPHD |
| 0.62% | 0.59% | $200.5万 | 4.7万股 | $172.9万 | 4.2万股 | +5,638股+13.49% | 加仓 |
| IiShares安硕信托IVV |
| 0.6% | 0.58% | $196.4万 | 2,622股 | $171.3万 | 2,622股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.45% | 0.51% | $147.6万 | 2.0万股 | $150.7万 | 2.0万股 | -359股-1.75% | 减仓 |
| FFS KKR CAPFSK |
| 0.4% | 0.37% | $130.1万 | 12.4万股 | $107.2万 | 10.5万股 | +1.9万股+17.58% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.38% | 0.37% | $123.6万 | 1.1万股 | $107.4万 | 1.1万股 | -26股-0.25% | 减仓 |
| NNORTHERN LTS FD TR IVISMD |
| 0.36% | 0.29% | $117.3万 | 2.3万股 | $84.3万 | 2.1万股 | +2,386股+11.32% | 加仓 |
 GOLUB CAP BDCGBDC |
| 0.32% | 0.32% | $102.9万 | 8.0万股 | $92.4万 | 7.3万股 | +6,933股+9.50% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.32% | 0.34% | $102.7万 | 1.9万股 | $100.6万 | 1.9万股 | -39股-0.20% | 减仓 |
 美光科技MU |
| 0.3% | 0.16% | $99.3万 | 860股 | $46.6万 | 1,378股 | -518股-37.59% | 减仓 |
 BLUE OWL CAP CORPOBDC |
| 0.29% | 0.29% | $96.1万 | 8.8万股 | $85.9万 | 7.8万股 | +1.1万股+13.64% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.29% | 0.28% | $94.3万 | 4,298股 | $82.4万 | 4,298股 | 00.00% | 持仓不变 |
 VENTAS COMVTR |
| 0.27% | 0.27% | $89.1万 | 1.0万股 | $77.7万 | 9,505股 | +529股+5.57% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.27% | 0.29% | $88.9万 | 1.1万股 | $84.7万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.26% | 0.3% | $86.0万 | 1.1万股 | $86.9万 | 1.1万股 | -53股-0.47% | 减仓 |
 EPR PPTYSEPR |
| 0.26% | 0.23% | $84.2万 | 1.5万股 | $68.1万 | 1.4万股 | +860股+6.30% | 加仓 |
 WELLTOWER COMWELL |
| 0.26% | 0.24% | $83.5万 | 3,678股 | $71.7万 | 3,630股 | +48股+1.32% | 加仓 |
