| IiShares安硕信托AGG |
| 11.99% | 10.64% | $1,886.7万 | 19.0万股 | $1,255.4万 | 13.4万股 | +5.7万股+42.29% | 加仓 |
| V先锋领航债券指数基金BSV |
| 10.18% | 8.84% | $1,601.3万 | 20.8万股 | $1,043.0万 | 13.9万股 | +6.9万股+49.84% | 加仓 |
| V先锋领航指数基金VV |
| 5.05% | 7.97% | $794.8万 | 3.6万股 | $939.6万 | 4.8万股 | -1.2万股-24.12% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.95% | 4.93% | $778.5万 | 17.2万股 | $582.0万 | 14.2万股 | +2.9万股+20.67% | 加仓 |
| V先锋领航指数基金VB |
| 4.68% | 5.56% | $736.5万 | 3.5万股 | $655.7万 | 3.5万股 | -158股-0.45% | 减仓 |
| V先锋领航指数基金VOO |
| 4.01% | 0.59% | $630.8万 | 1.4万股 | $69.9万 | 1,780股 | +1.3万股+711.35% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.65% | 5.38% | $574.0万 | 10.4万股 | $634.1万 | 12.7万股 | -2.4万股-18.60% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.46% | 1.56% | $544.3万 | 11.0万股 | $184.3万 | 3.9万股 | +7.2万股+186.20% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.32% | 0.23% | $523.0万 | 17.9万股 | $26.9万 | 1.0万股 | +16.9万股+1,639.75% | 加仓 |
| SSPDR道富系列信托QUS |
| 3.04% | 5.06% | $479.0万 | 3.6万股 | $596.8万 | 4.9万股 | -1.3万股-26.68% | 减仓 |
| S嘉信·USSCHP |
| 2.85% | 5.48% | $448.9万 | 8.6万股 | $646.3万 | 12.8万股 | -4.2万股-32.82% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.8% | 3.83% | $440.5万 | 10.7万股 | $452.1万 | 11.5万股 | -8,129股-7.05% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 2.79% | 4.91% | $439.2万 | 12.6万股 | $579.1万 | 18.0万股 | -5.4万股-30.07% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.52% | 4.13% | $396.0万 | 8.2万股 | $487.3万 | 10.2万股 | -2.0万股-19.69% | 减仓 |
| IiShares安硕信托STIP |
| 2.24% | 3.29% | $351.9万 | 3.6万股 | $388.3万 | 4.0万股 | -4,365股-10.90% | 减仓 |
| H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM |
| 2.22% | 3.36% | $349.5万 | 12.7万股 | $396.8万 | 15.5万股 | -2.7万股-17.59% | 减仓 |
| IiShares安硕信托MTUM |
| 1.62% | — | $254.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| DDimensional维度·USDFUV |
| 1.62% | — | $254.5万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| IiShares安硕信托USMV |
| 1.61% | — | $252.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.6% | — | $252.0万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| DDimensional维度ETF信托DFIC |
| 1.44% | — | $226.0万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| DDimensional维度ETF信托DFIS |
| 1.34% | 2.01% | $210.2万 | 8.7万股 | $236.7万 | 10.8万股 | -2.1万股-19.37% | 减仓 |
 苹果AAPL |
| 1.34% | 1.56% | $210.2万 | 1.1万股 | $183.7万 | 1.1万股 | +188股+1.75% | 加仓 |
| BBALLAST SMALL/MID CAP ETFMGMT |
| 1.09% | 1.87% | $171.0万 | 4.6万股 | $220.9万 | 6.4万股 | -1.8万股-27.91% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1% | 1.3% | $157.2万 | 4.2万股 | $152.9万 | 4.6万股 | -4,403股-9.50% | 减仓 |
| LLATTICE STRATEGIES TRROAM |
| 0.76% | 0.95% | $119.2万 | 5.3万股 | $111.7万 | 5.3万股 | +259股+0.49% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.72% | — | $112.8万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.71% | 1.17% | $111.7万 | 7,469股 | $138.0万 | 1.0万股 | -2,538股-25.36% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.71% | 0.93% | $111.6万 | 3.2万股 | $110.3万 | 3.5万股 | -2,937股-8.42% | 减仓 |
| IiShares安硕信托IMTM |
| 0.71% | — | $111.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| DDimensional维度ETF信托DFIV |
| 0.7% | — | $110.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| IiShares安硕信托EFAV |
| 0.7% | — | $110.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.64% | 0.86% | $100.4万 | 3.3万股 | $101.9万 | 3.7万股 | -3,974股-10.70% | 减仓 |
 可口可乐KO |
| 0.62% | 0.82% | $97.9万 | 1.7万股 | $97.1万 | 1.7万股 | -725股-4.18% | 减仓 |
| V先锋领航指数基金VUG |
| 0.61% | 0.96% | $96.4万 | 3,099股 | $112.7万 | 4,138股 | -1,039股-25.11% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.6% | — | $94.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| LLATTICE STRATEGIES TRROUS |
| 0.57% | 0.73% | $89.6万 | 2.0万股 | $86.3万 | 2.2万股 | -1,130股-5.26% | 减仓 |
| S嘉信策略信托SCHE |
| 0.55% | 0.88% | $86.4万 | 3.5万股 | $103.4万 | 4.3万股 | -8,334股-19.29% | 减仓 |
 家得宝HD |
| 0.51% | 0.59% | $80.2万 | 2,314股 | $69.9万 | 2,314股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVSC |
| 0.47% | — | $74.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.47% | 0.68% | $74.5万 | 1.6万股 | $79.7万 | 1.8万股 | -2,133股-11.72% | 减仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.46% | 0.63% | $72.3万 | 2.3万股 | $73.7万 | 2.5万股 | -2,541股-10.01% | 减仓 |
| S嘉信策略信托SCHF |
| 0.46% | 0.65% | $72.2万 | 2.0万股 | $76.8万 | 2.3万股 | -3,060股-13.54% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.46% | 0.68% | $72.0万 | 1.5万股 | $80.4万 | 1.8万股 | -2,742股-15.08% | 减仓 |
| S嘉信·USSCHA |
| 0.45% | 0.61% | $71.4万 | 1.5万股 | $72.4万 | 1.7万股 | -2,364股-13.52% | 减仓 |
| IISHARES MSCI USA SMALL-CAP MIN VOL FACTORETFSMMV |
| 0.44% | — | $69.1万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IiShares安硕·RUSSELLIWB |
| 0.34% | 0.51% | $54.2万 | 3,995股 | $59.8万 | 4,474股 | -479股-10.71% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.31% | 0.37% | $49.3万 | 1,037股 | $44.2万 | 1,033股 | +4股+0.39% | 加仓 |
 微软MSFT |
| 0.29% | 0.32% | $45.8万 | 1,218股 | $38.3万 | 1,212股 | +6股+0.50% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.37% | $44.6万 | 1,250股 | $43.8万 | 1,250股 | 00.00% | 持仓不变 |
