| IiShares安硕信托IVV |
| 15.96% | 15.83% | $3.69亿 | 49.3万股 | $3.28亿 | 50.2万股 | -9,643股-1.92% | 减仓 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 13.68% | 13.63% | $3.16亿 | 535.6万股 | $2.83亿 | 541.7万股 | -6.1万股-1.12% | 减仓 |
| IiShares安硕信托LRGF |
| 11.85% | 11.55% | $2.74亿 | 362.2万股 | $2.39亿 | 362.6万股 | -4,657股-0.13% | 减仓 |
| WWISDOMTREE TRWAMA |
| 7.97% | 8.07% | $1.84亿 | 703.9万股 | $1.67亿 | 695.4万股 | +8.6万股+1.23% | 加仓 |
| IiShares安硕IEMG |
| 7.93% | 7.62% | $1.83亿 | 221.3万股 | $1.58亿 | 226.3万股 | -5.0万股-2.20% | 减仓 |
| IiShares安硕信托IEFA |
| 7.77% | 8.13% | $1.80亿 | 185.9万股 | $1.68亿 | 186.0万股 | -1,174股-0.06% | 减仓 |
| WWISDOMTREE INTERNATIONAL EFFICIENT CORE FUNDNTSI |
| 6.32% | 6.63% | $1.46亿 | 313.4万股 | $1.37亿 | 312.1万股 | +1.3万股+0.43% | 加仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 6.05% | 6.28% | $1.40亿 | 341.7万股 | $1.30亿 | 334.0万股 | +7.8万股+2.32% | 加仓 |
| SSERIES PORTFOLIOS TRAIMS |
| 3.88% | 3.48% | $8,979.3万 | 304.3万股 | $7,221.4万 | 304.9万股 | -5,283股-0.17% | 减仓 |
| IiShares安硕信托EEM |
| 3.13% | 2.98% | $7,228.3万 | 105.7万股 | $6,177.1万 | 108.8万股 | -3.1万股-2.86% | 减仓 |
| WWISDOMTREE TRWIMA |
| 2.91% | 2.89% | $6,736.8万 | 160.1万股 | $5,989.7万 | 153.2万股 | +6.9万股+4.52% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.43% | 2.55% | $5,614.6万 | 111.4万股 | $5,277.2万 | 115.6万股 | -4.2万股-3.61% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.32% | 1.42% | $3,043.8万 | 37.0万股 | $2,940.9万 | 37.5万股 | -5,085股-1.36% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.06% | 1.02% | $2,454.6万 | 8.2万股 | $2,120.7万 | 8.6万股 | -3,815股-4.46% | 减仓 |
| IiShares安硕信托IWC |
| 0.71% | 0.65% | $1,646.9万 | 8.2万股 | $1,356.4万 | 8.5万股 | -2,656股-3.13% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.59% | 0.6% | $1,355.0万 | 19.0万股 | $1,246.4万 | 19.5万股 | -4,331股-2.23% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.44% | 0.44% | $1,021.4万 | 3.0万股 | $912.1万 | 3.1万股 | -752股-2.43% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.34% | 0.38% | $793.9万 | 29.9万股 | $781.2万 | 29.8万股 | +1,174股+0.39% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.33% | 0.32% | $758.5万 | 5.3万股 | $669.3万 | 5.3万股 | +4股+0.01% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.28% | 0.32% | $656.3万 | 7.1万股 | $665.0万 | 7.2万股 | -885股-1.23% | 减仓 |
| IiShares安硕信托ITOT |
| 0.27% | 0.27% | $624.9万 | 3.8万股 | $565.8万 | 4.0万股 | -1,825股-4.56% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.27% | 0.29% | $624.6万 | 12.9万股 | $610.1万 | 12.8万股 | +1,593股+1.25% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.27% | 0.33% | $620.5万 | 1.5万股 | $677.0万 | 1.9万股 | -3,834股-20.19% | 减仓 |
| IiShares安硕信托IWV |
| 0.26% | 0.28% | $612.1万 | 1.4万股 | $572.8万 | 1.5万股 | -1,100股-7.12% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.26% | 0.22% | $594.3万 | 5.9万股 | $456.2万 | 4.5万股 | +1.4万股+29.98% | 加仓 |
 苹果AAPL |
| 0.24% | 0.24% | $559.0万 | 1.9万股 | $487.1万 | 1.9万股 | +127股+0.66% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.24% | 0.26% | $548.8万 | 5.3万股 | $536.0万 | 5.5万股 | -2,355股-4.27% | 减仓 |
 礼来LLY |
| 0.16% | 0.15% | $365.7万 | 3,049股 | $317.0万 | 3,446股 | -397股-11.52% | 减仓 |
 微软MSFT |
| 0.14% | 0.15% | $314.1万 | 8,419股 | $320.9万 | 8,670股 | -251股-2.90% | 减仓 |
 鲍尔公司BALL |
| 0.13% | 0.14% | $305.2万 | 4.9万股 | $288.5万 | 4.9万股 | +103股+0.21% | 加仓 |
 家得宝HD |
| 0.13% | 0.14% | $296.7万 | 8,412股 | $289.8万 | 8,811股 | -399股-4.53% | 减仓 |
 直觉外科ISRG |
| 0.12% | 0.2% | $282.2万 | 7,096股 | $417.2万 | 9,050股 | -1,954股-21.59% | 减仓 |
 谷歌AGOOGL |
| 0.12% | 0.19% | $274.5万 | 7,682股 | $389.2万 | 1.4万股 | -5,853股-43.24% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.12% | 0.12% | $268.4万 | 2.6万股 | $241.5万 | 2.5万股 | +841股+3.33% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.11% | 0.1% | $246.8万 | 2.0万股 | $207.8万 | 2.1万股 | -414股-2.00% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.1% | 0.16% | $225.7万 | 1.3万股 | $327.7万 | 1.6万股 | -2,149股-13.77% | 减仓 |
| V先锋领航·WELLINGTON FDVFMF |
| 0.1% | 0.1% | $223.3万 | 1.3万股 | $210.3万 | 1.4万股 | -939股-6.93% | 减仓 |
| I景顺QQQ信托VOO |
| 0.08% | 0.07% | $188.7万 | 2,563股 | $146.3万 | 2,534股 | +29股+1.14% | 加仓 |
| IiShares安硕ESGE |
| 0.07% | 0.07% | $167.8万 | 3.1万股 | $144.9万 | 3.2万股 | -1,188股-3.73% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.07% | 0.07% | $165.2万 | 4,676股 | $135.2万 | 4,712股 | -36股-0.76% | 减仓 |
| ZZIONS BANCORPORATION NATL ASZION |
| 0.06% | 0.05% | $132.2万 | 1.9万股 | $110.1万 | 1.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.05% | 0.05% | $116.2万 | 4,875股 | $99.1万 | 4,757股 | +118股+2.48% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.05% | 0.05% | $107.2万 | 6,948股 | $102.6万 | 7,039股 | -91股-1.29% | 减仓 |
 特斯拉TSLA |
| 0.05% | 0.05% | $107.0万 | 2,544股 | $97.5万 | 2,622股 | -78股-2.97% | 减仓 |
| G通用动力VTI |
| 0.04% | 0.04% | $95.2万 | 2,573股 | $84.4万 | 2,630股 | -57股-2.17% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.04% | 0.04% | $86.6万 | 1.5万股 | $78.5万 | 1.5万股 | -6股-0.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.04% | 0.03% | $85.8万 | 1,148股 | $59.8万 | 920股 | +228股+24.78% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.03% | 0.06% | $78.5万 | 1.9万股 | $126.1万 | 3.5万股 | -1.6万股-45.04% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.03% | 0.03% | $76.4万 | 6,156股 | $59.0万 | 1,384股 | +4,772股+344.80% | 加仓 |
| V先锋领航指数基金VUG |
| 0.03% | 0.02% | $71.5万 | 8,301股 | $51.3万 | 1,173股 | +7,128股+607.67% | 加仓 |
