| V先锋领航·TOTALBND |
| 18.52% | 18.33% | $2,518.6万 | 34.3万股 | $2,299.8万 | 31.2万股 | +3.1万股+9.86% | 加仓 |
| V先锋领航·TOTALBNDX |
| 8.94% | 9.13% | $1,215.8万 | 25.1万股 | $1,144.8万 | 23.8万股 | +1.3万股+5.37% | 加仓 |
| S嘉信·USSCHP |
| 8.38% | 8.52% | $1,139.4万 | 43.0万股 | $1,068.9万 | 40.2万股 | +2.8万股+7.04% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 8.23% | 7.84% | $1,118.8万 | 28.3万股 | $983.3万 | 27.5万股 | +7,596股+2.76% | 加仓 |
| IiShares安硕信托EFV |
| 6.84% | 7.08% | $930.9万 | 12.0万股 | $888.8万 | 11.9万股 | +1,462股+1.23% | 加仓 |
| AAvantis·U SAVUV |
| 6.26% | 6.08% | $851.6万 | 6.8万股 | $762.9万 | 6.9万股 | -797股-1.15% | 减仓 |
| A美国世纪ETF信托DSPY |
| 6.11% | 6.43% | $830.9万 | 12.7万股 | $806.6万 | 13.4万股 | -7,819股-5.81% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.39% | 4.76% | $597.4万 | 5.8万股 | $597.1万 | 6.0万股 | -1,826股-3.05% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.29% | 4.51% | $583.7万 | 7.1万股 | $565.4万 | 6.8万股 | +2,295股+3.36% | 加仓 |
| IiShares安硕信托AGG |
| 4.2% | 4.62% | $571.1万 | 5.8万股 | $579.6万 | 5.8万股 | -690股-1.18% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.78% | 3.63% | $513.9万 | 14.8万股 | $455.3万 | 14.9万股 | -1,636股-1.10% | 减仓 |
| DDimensional维度ETF信托DISV |
| 2.82% | 2.79% | $383.3万 | 9.6万股 | $349.8万 | 8.9万股 | +6,822股+7.69% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 2.72% | 2.43% | $369.3万 | 8.7万股 | $305.2万 | 8.5万股 | +1,262股+1.48% | 加仓 |
| IiShares安硕信托TIP |
| 1.71% | 1.87% | $233.1万 | 2.1万股 | $234.2万 | 2.1万股 | +79股+0.37% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.69% | 1.66% | $229.6万 | 4.5万股 | $207.9万 | 4.2万股 | +3,706股+8.89% | 加仓 |
| LLATTICE STRATEGIES TRROUS |
| 1.43% | 1.38% | $194.9万 | 2.9万股 | $173.0万 | 2.9万股 | -377股-1.29% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.99% | 1.07% | $134.8万 | 8,740股 | $134.2万 | 9,202股 | -462股-5.02% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.88% | 0.9% | $119.6万 | 1.7万股 | $112.8万 | 1.8万股 | -816股-4.64% | 减仓 |
| V先锋领航指数基金VV |
| 0.81% | 0.79% | $109.9万 | 3,195股 | $99.1万 | 3,316股 | -121股-3.65% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.78% | 0.79% | $106.7万 | 1.8万股 | $98.9万 | 1.8万股 | -426股-2.33% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.58% | 0.52% | $79.2万 | 1.4万股 | $65.2万 | 1.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.57% | 0.62% | $77.7万 | 2.0万股 | $77.4万 | 2.2万股 | -2,054股-9.30% | 减仓 |
| FF/M COMPOUNDR U.S. AGGREGATE BOND ETFCPAG |
| 0.56% | 0.61% | $76.7万 | 7,472股 | $76.4万 | 7,472股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.39% | 0.45% | $52.4万 | 1.1万股 | $56.2万 | 1.2万股 | -1,329股-10.96% | 减仓 |
| V先锋领航指数基金VB |
| 0.37% | 0.34% | $49.9万 | 1,646股 | $43.1万 | 1,646股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 0.36% | 0.38% | $49.4万 | 9,137股 | $48.2万 | 9,130股 | +7股+0.08% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.34% | 0.36% | $46.7万 | 1.8万股 | $45.8万 | 1.8万股 | +109股+0.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.35% | $45.9万 | 918股 | $44.0万 | 918股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFCF |
| 0.31% | — | $41.9万 | 9,918股 | $0 | 0股 | +9,918股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.23% | $33.4万 | 447股 | $29.1万 | 448股 | -1股-0.22% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.23% | 0.25% | $31.9万 | 8,039股 | $31.0万 | 8,111股 | -72股-0.89% | 减仓 |
| V先锋领航指数基金VOO |
| 0.23% | 0.22% | $31.1万 | 453股 | $27.1万 | 453股 | 00.00% | 持仓不变 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.23% | — | $31.0万 | 6,133股 | $0 | 0股 | +6,133股 | 新买入 |
| S嘉信·USSCHA |
| 0.21% | 0.19% | $29.1万 | 8,045股 | $23.4万 | 8,045股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.2% | 0.19% | $26.8万 | 725股 | $23.3万 | 727股 | -2股-0.28% | 减仓 |
| IiShares安硕信托VLUE |
| 0.19% | — | $25.5万 | 1,276股 | $0 | 0股 | +1,276股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.19% | 0.17% | $25.2万 | 1,605股 | $20.9万 | 1,509股 | +96股+6.36% | 加仓 |
| V先锋领航指数基金VTV |
| 0.18% | 0.17% | $24.3万 | 1,115股 | $21.8万 | 1,110股 | +5股+0.45% | 加仓 |
| LLATTICE STRATEGIES TRROSC |
| 0.18% | 0.18% | $24.3万 | 4,340股 | $22.4万 | 4,635股 | -295股-6.36% | 减仓 |
| IiShares安硕·COREIJR |
| 0.17% | — | $22.7万 | 1,530股 | $0 | 0股 | +1,530股 | 新买入 |
| V先锋领航·MALVERN FDSVTIP |
| 0.16% | 0.18% | $22.1万 | 4,409股 | $22.0万 | 4,407股 | +2股+0.05% | 加仓 |
