| V先锋领航指数基金VOO |
| 14.31% | 14.51% | $2,228.1万 | 3.2万股 | $1,953.7万 | 3.3万股 | -254股-0.78% | 减仓 |
| IiShares安硕信托AGG |
| 12.15% | 13.51% | $1,891.9万 | 19.1万股 | $1,818.7万 | 18.3万股 | +7,931股+4.33% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 7.68% | 5.81% | $1,195.7万 | 12.7万股 | $781.8万 | 9.8万股 | +2.9万股+29.61% | 加仓 |
| V先锋领航全球基金VSGX |
| 7.64% | 7.6% | $1,190.3万 | 14.5万股 | $1,023.0万 | 14.3万股 | +1,945股+1.36% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 7.02% | 7.88% | $1,092.6万 | 23.0万股 | $1,060.8万 | 22.3万股 | +7,376股+3.31% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 6.86% | 7.01% | $1,068.3万 | 21.1万股 | $943.6万 | 18.9万股 | +2.2万股+11.66% | 加仓 |
| IiShares安硕信托IEFA |
| 3.62% | 3.83% | $564.2万 | 5.8万股 | $516.2万 | 5.7万股 | +1,395股+2.45% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 3.39% | 3.71% | $528.6万 | 5.2万股 | $499.3万 | 5.0万股 | +2,781股+5.60% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.18% | 3.26% | $494.8万 | 5.8万股 | $439.1万 | 5.7万股 | +936股+1.64% | 加仓 |
| IiShares安硕信托GVI |
| 2.14% | 2.07% | $333.5万 | 3.1万股 | $278.2万 | 2.6万股 | +4,779股+18.24% | 加仓 |
| IiShares安硕·COREIJH |
| 2.13% | 2.3% | $331.3万 | 4.3万股 | $309.2万 | 4.6万股 | -2,821股-6.16% | 减仓 |
| V先锋领航·MIDVO |
| 1.84% | 1.91% | $286.9万 | 3.6万股 | $256.9万 | 8,945股 | +2.7万股+298.11% | 加仓 |
 礼来LLY |
| 1.64% | 0.68% | $255.8万 | 2,133股 | $92.1万 | 1,001股 | +1,132股+113.09% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 1.46% | 1.45% | $228.1万 | 4.9万股 | $195.6万 | 4.8万股 | +1,318股+2.77% | 加仓 |
| CCALVERT US MID-CAP CORE RESPONSIBLE INDEX ETFCVMC |
| 1.46% | 1.22% | $227.8万 | 3.0万股 | $164.7万 | 2.6万股 | +4,198股+16.32% | 加仓 |
| IiShares安硕IEMG |
| 1.46% | 1.48% | $227.5万 | 2.7万股 | $199.7万 | 2.9万股 | -1,178股-4.11% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.44% | 1.59% | $223.9万 | 6.0万股 | $213.9万 | 5.8万股 | +2,404股+4.14% | 加仓 |
| IiShares安硕·COREIJR |
| 1.42% | 1.43% | $221.1万 | 1.5万股 | $193.2万 | 1.6万股 | -638股-4.10% | 减仓 |
| V先锋领航·TOTALBND |
| 1.31% | 1.32% | $204.0万 | 2.8万股 | $178.2万 | 2.4万股 | +3,591股+14.84% | 加仓 |
| G通用动力VTI |
| 1.1% | 1.09% | $171.9万 | 4,646股 | $146.9万 | 4,581股 | +65股+1.42% | 加仓 |
 苹果AAPL |
| 0.99% | 1.01% | $154.8万 | 5,349股 | $135.8万 | 5,349股 | 00.00% | 持仓不变 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.89% | 1.03% | $139.2万 | 2.7万股 | $139.3万 | 2.7万股 | +63股+0.23% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.84% | 0.85% | $130.6万 | 9,875股 | $114.5万 | 1.0万股 | -327股-3.21% | 减仓 |
| IiShares安硕信托GVI |
| 0.72% | 0.62% | $112.2万 | 1.1万股 | $84.1万 | 7,896股 | +2,643股+33.47% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.57% | 0.44% | $88.8万 | 1.2万股 | $59.2万 | 8,646股 | +3,028股+35.02% | 加仓 |
| IiShares安硕信托MTUM |
| 0.54% | 0.45% | $83.6万 | 2,439股 | $61.1万 | 2,544股 | -105股-4.13% | 减仓 |
| UUS VEGAN CLIMATE ETFVEGN |
| 0.51% | 0.44% | $80.2万 | 9,745股 | $59.3万 | 1.1万股 | -758股-7.22% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.5% | 0.35% | $78.3万 | 3.1万股 | $47.7万 | 1.9万股 | +1.2万股+60.21% | 加仓 |
| I景顺QQQ信托VOO |
| 0.5% | 0.45% | $77.3万 | 1,050股 | $60.6万 | 1,050股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.47% | 0.36% | $73.6万 | 8,379股 | $48.1万 | 6,290股 | +2,089股+33.21% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.46% | 0.48% | $71.6万 | 4,706股 | $64.5万 | 4,417股 | +289股+6.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.51% | $68.0万 | 1,358股 | $68.7万 | 1,433股 | -75股-5.23% | 减仓 |
| IiShares安硕信托IVV |
| 0.42% | 0.42% | $66.0万 | 881股 | $57.2万 | 875股 | +6股+0.69% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.39% | $65.1万 | 1,823股 | $52.4万 | 1,823股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.41% | 0.45% | $64.2万 | 6,654股 | $59.9万 | 6,463股 | +191股+2.96% | 加仓 |
 摩根大通JPM |
| 0.4% | 0.41% | $62.2万 | 1,899股 | $55.9万 | 1,899股 | 00.00% | 持仓不变 |
| IiShares安硕信托GJS |
| 0.4% | 0.22% | $62.0万 | 2.7万股 | $29.1万 | 1.3万股 | +1.5万股+114.11% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.38% | 0.41% | $59.4万 | 1.3万股 | $55.3万 | 1.3万股 | +145股+1.11% | 加仓 |
 强生JNJ |
| 0.38% | 0.42% | $58.5万 | 2,305股 | $56.3万 | 2,305股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.35% | 0.41% | $55.0万 | 1,474股 | $54.6万 | 1,474股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.35% | 0.4% | $53.8万 | 1.1万股 | $53.3万 | 1.1万股 | +113股+1.06% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.33% | 0.47% | $51.9万 | 4,178股 | $62.8万 | 1,473股 | +2,705股+183.64% | 加仓 |
| IiShares安硕信托SUSB |
| 0.31% | 0.36% | $48.9万 | 2.0万股 | $48.5万 | 1.9万股 | +215股+1.11% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.29% | 0.24% | $45.8万 | 2,402股 | $31.9万 | 2,402股 | 00.00% | 持仓不变 |
| IiShares安硕信托ILCG |
| 0.29% | 0.21% | $45.4万 | 3,880股 | $28.1万 | 2,946股 | +934股+31.70% | 加仓 |
| IiShares安硕信托IWD |
| 0.28% | 0.52% | $44.1万 | 1,819股 | $70.4万 | 3,293股 | -1,474股-44.76% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.28% | 0.31% | $43.0万 | 4,549股 | $42.2万 | 4,423股 | +126股+2.85% | 加仓 |
 ROSS STORES COMROST |
| 0.27% | 0.32% | $42.6万 | 2,000股 | $43.3万 | 2,000股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.27% | 0.28% | $42.0万 | 1.1万股 | $38.3万 | 1.1万股 | +119股+1.05% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.27% | 0.31% | $41.4万 | 7,020股 | $41.7万 | 7,003股 | +17股+0.24% | 加仓 |
