| SSPDR标普500 ETFSPY |
| 11.18% | 10.63% | $8.70亿 | 116.5万股 | $7.34亿 | 112.8万股 | +3.6万股+3.22% | 加仓 |
| V先锋领航·TOTALBND |
| 8.7% | 9.21% | $6.77亿 | 922.1万股 | $6.35亿 | 862.8万股 | +59.3万股+6.88% | 加仓 |
| IiShares安硕信托IEFA |
| 6.03% | 6.14% | $4.69亿 | 485.6万股 | $4.24亿 | 467.8万股 | +17.8万股+3.81% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 5.13% | 4.99% | $3.99亿 | 571.2万股 | $3.45亿 | 551.7万股 | +19.5万股+3.53% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.43% | 4.17% | $3.45亿 | 825.7万股 | $2.88亿 | 782.6万股 | +43.1万股+5.51% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.45% | 3.3% | $2.69亿 | 326.3万股 | $2.27亿 | 319.8万股 | +6.5万股+2.03% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.83% | 2.84% | $2.20亿 | 228.6万股 | $1.96亿 | 221.2万股 | +7.4万股+3.34% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.48% | — | $1.93亿 | 729.1万股 | $0 | 0股 | +729.1万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 2.34% | 2.36% | $1.82亿 | 410.3万股 | $1.63亿 | 418.6万股 | -8.3万股-1.98% | 减仓 |
| DDimensional维度ETF信托DCOR |
| 2.31% | 2.33% | $1.80亿 | 219.5万股 | $1.61亿 | 223.3万股 | -3.8万股-1.69% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.25% | 2.36% | $1.75亿 | 300.3万股 | $1.63亿 | 278.0万股 | +22.3万股+8.02% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.23% | 4.64% | $1.74亿 | 331.3万股 | $3.20亿 | 609.2万股 | -277.9万股-45.62% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.18% | 2.38% | $1.70亿 | 164.7万股 | $1.65亿 | 164.8万股 | -1,040股-0.06% | 减仓 |
| IiShares安硕信托IVV |
| 1.89% | 1.86% | $1.47亿 | 19.6万股 | $1.28亿 | 19.6万股 | -123股-0.06% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.86% | 1.87% | $1.44亿 | 242.0万股 | $1.29亿 | 239.2万股 | +2.8万股+1.17% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 1.82% | 2.29% | $1.41亿 | 210.0万股 | $1.58亿 | 211.2万股 | -1.2万股-0.59% | 减仓 |
| V先锋领航指数基金VOO |
| 1.64% | 1.55% | $1.27亿 | 18.6万股 | $1.07亿 | 17.9万股 | +6,780股+3.79% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.62% | 1.69% | $1.26亿 | 138.3万股 | $1.17亿 | 144.8万股 | -6.5万股-4.49% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.55% | 1.66% | $1.21亿 | 292.6万股 | $1.15亿 | 294.6万股 | -1.9万股-0.66% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.42% | 1.44% | $1.10亿 | 154.6万股 | $9,960.3万 | 155.4万股 | -8,117股-0.52% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.39% | 1.43% | $1.09亿 | 112.5万股 | $9,838.3万 | 122.1万股 | -9.6万股-7.84% | 减仓 |
 苹果AAPL |
| 1.16% | 1.11% | $9,030.2万 | 31.2万股 | $7,661.2万 | 30.2万股 | +1.0万股+3.38% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.83% | 0.87% | $6,480.7万 | 133.8万股 | $5,996.3万 | 124.8万股 | +9.0万股+7.23% | 加仓 |
| S嘉信·USSCHX |
| 0.74% | 0.74% | $5,737.3万 | 194.9万股 | $5,100.2万 | 198.9万股 | -4.0万股-2.00% | 减仓 |
| G通用动力VTI |
| 0.7% | 0.68% | $5,437.5万 | 14.7万股 | $4,670.2万 | 14.6万股 | +1,367股+0.94% | 加仓 |
| IiShares安硕信托ITOT |
| 0.69% | 0.68% | $5,398.6万 | 32.9万股 | $4,711.8万 | 33.1万股 | -2,174股-0.66% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.68% | 0.72% | $5,318.5万 | 64.5万股 | $4,953.7万 | 65.4万股 | -9,290股-1.42% | 减仓 |
| IiShares安硕IEMG |
| 0.64% | 0.56% | $4,993.7万 | 60.3万股 | $3,876.9万 | 55.6万股 | +4.7万股+8.45% | 加仓 |
| V先锋领航全球基金MGV |
| 0.6% | 0.61% | $4,672.0万 | 28.6万股 | $4,216.6万 | 29.1万股 | -5,065股-1.74% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.59% | 0.64% | $4,595.6万 | 108.9万股 | $4,422.9万 | 104.8万股 | +4.1万股+3.93% | 加仓 |
| IiShares安硕信托HYG |
| 0.58% | 0.62% | $4,483.0万 | 56.1万股 | $4,247.5万 | 53.4万股 | +2.7万股+5.00% | 加仓 |
| V先锋领航指数基金VV |
| 0.56% | 0.55% | $4,351.4万 | 12.7万股 | $3,790.4万 | 12.7万股 | -305股-0.24% | 减仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 0.55% | 0.51% | $4,283.1万 | 58.5万股 | $3,525.5万 | 58.3万股 | +1,255股+0.22% | 加仓 |
 英伟达NVDA |
| 0.55% | 0.49% | $4,266.2万 | 21.3万股 | $3,398.8万 | 19.5万股 | +1.8万股+9.41% | 加仓 |
| IiShares安硕·COREIJH |
| 0.55% | 0.53% | $4,250.2万 | 55.1万股 | $3,648.3万 | 54.0万股 | +1.1万股+2.03% | 加仓 |
| S嘉信·USSCHP |
| 0.54% | 0.59% | $4,216.6万 | 159.1万股 | $4,046.6万 | 152.1万股 | +7.0万股+4.63% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.54% | 0.54% | $4,198.2万 | 19.1万股 | $3,742.5万 | 19.5万股 | -3,796股-1.95% | 减仓 |
| V先锋领航指数基金VUG |
| 0.5% | 0.49% | $3,909.6万 | 45.4万股 | $3,347.7万 | 7.7万股 | +37.7万股+492.18% | 加仓 |
| V先锋领航指数基金VB |
| 0.49% | 0.48% | $3,822.7万 | 12.6万股 | $3,318.0万 | 12.7万股 | -570股-0.45% | 减仓 |
| IiShares安硕信托AGG |
| 0.44% | 0.41% | $3,457.4万 | 34.9万股 | $2,831.0万 | 28.5万股 | +6.4万股+22.48% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.42% | 0.41% | $3,253.1万 | 14.7万股 | $2,797.3万 | 14.8万股 | -478股-0.32% | 减仓 |
 微软MSFT |
| 0.41% | 0.45% | $3,224.4万 | 8.6万股 | $3,086.4万 | 8.3万股 | +3,064股+3.67% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.38% | 0.4% | $2,958.3万 | 58.7万股 | $2,742.2万 | 60.1万股 | -1.4万股-2.27% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.38% | 0.41% | $2,954.4万 | 61.4万股 | $2,824.1万 | 60.4万股 | +9,744股+1.61% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.36% | $2,864.5万 | 12.0万股 | $2,485.2万 | 11.9万股 | +856股+0.72% | 加仓 |
| V先锋领航·MIDVO |
| 0.37% | 0.38% | $2,859.8万 | 35.5万股 | $2,605.9万 | 9.1万股 | +26.4万股+291.16% | 加仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 0.34% | 0.4% | $2,673.8万 | 104.1万股 | $2,727.2万 | 104.9万股 | -7,314股-0.70% | 减仓 |
| IiShares安硕·COREIJR |
| 0.32% | 0.31% | $2,529.2万 | 17.1万股 | $2,130.7万 | 17.1万股 | -873股-0.51% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.32% | 0.41% | $2,502.4万 | 50.8万股 | $2,824.9万 | 51.2万股 | -4,324股-0.84% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.31% | 0.33% | $2,433.7万 | 29.6万股 | $2,301.7万 | 29.4万股 | +2,272股+0.77% | 加仓 |
