| V先锋领航指数基金VOO |
| 15.16% | 14.68% | $1.96亿 | 28.5万股 | $1.67亿 | 28.0万股 | +4,786股+1.71% | 加仓 |
| I景顺QQQ信托VOO |
| 8.64% | 7.6% | $1.12亿 | 15.2万股 | $8,666.4万 | 15.0万股 | +1,380股+0.92% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 5.8% | 6.43% | $7,493.4万 | 74.0万股 | $7,337.9万 | 72.6万股 | +1.4万股+1.95% | 加仓 |
| IiShares安硕信托IVV |
| 4.46% | 4.3% | $5,761.9万 | 7.7万股 | $4,906.9万 | 7.5万股 | +1,820股+2.42% | 加仓 |
| IiShares安硕信托IEFA |
| 4.05% | 4.04% | $5,229.1万 | 54.1万股 | $4,614.0万 | 51.0万股 | +3.2万股+6.23% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 3.84% | 3.79% | $4,960.9万 | 33.9万股 | $4,329.4万 | 33.8万股 | +920股+0.27% | 加仓 |
| IiShares安硕IEMG |
| 3.83% | 3.67% | $4,949.5万 | 59.7万股 | $4,189.7万 | 60.1万股 | -3,201股-0.53% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 3.25% | 3.5% | $4,197.9万 | 119.8万股 | $3,995.1万 | 118.7万股 | +1.2万股+1.00% | 加仓 |
| DDimensional维度·USDFUV |
| 3.21% | 3.28% | $4,149.7万 | 75.4万股 | $3,739.9万 | 77.2万股 | -1.7万股-2.25% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 2.7% | 2.7% | $3,492.5万 | 8.5万股 | $3,085.3万 | 8.7万股 | -1,243股-1.44% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2.49% | 2.64% | $3,209.0万 | 41.8万股 | $3,011.8万 | 39.0万股 | +2.8万股+7.21% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.46% | 2.39% | $3,172.7万 | 80.2万股 | $2,722.0万 | 76.2万股 | +4.0万股+5.27% | 加仓 |
| IiShares安硕信托IWS |
| 2.23% | 2.31% | $2,883.4万 | 17.5万股 | $2,636.3万 | 18.1万股 | -5,711股-3.16% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 2.02% | 2.12% | $2,604.1万 | 89.9万股 | $2,413.9万 | 90.8万股 | -9,270股-1.02% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.95% | 2.17% | $2,513.8万 | 31.8万股 | $2,480.0万 | 31.3万股 | +5,217股+1.67% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.75% | 1.87% | $2,261.2万 | 41.9万股 | $2,129.8万 | 40.4万股 | +1.5万股+3.73% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.55% | 1.43% | $1,998.4万 | 49.7万股 | $1,632.4万 | 48.2万股 | +1.5万股+3.09% | 加仓 |
 苹果AAPL |
| 1.51% | 1.39% | $1,951.1万 | 6.7万股 | $1,583.4万 | 6.2万股 | +5,038股+8.08% | 加仓 |
 默沙东MRK |
| 1.32% | 1.39% | $1,699.2万 | 13.2万股 | $1,589.3万 | 13.2万股 | +106股+0.08% | 加仓 |
| IiShares安硕·COREIJH |
| 1.22% | 1.11% | $1,571.5万 | 20.4万股 | $1,271.2万 | 18.8万股 | +1.6万股+8.26% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.21% | 1.15% | $1,563.9万 | 19.0万股 | $1,316.8万 | 18.5万股 | +4,805股+2.60% | 加仓 |
| IiShares安硕信托IVW |
| 1.19% | 1.04% | $1,536.7万 | 11.2万股 | $1,186.2万 | 10.5万股 | +6,867股+6.55% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.98% | 1.04% | $1,265.8万 | 26.2万股 | $1,188.7万 | 24.5万股 | +1.7万股+6.95% | 加仓 |
| IiShares安硕信托AGG |
| 0.92% | 1.03% | $1,190.0万 | 12.0万股 | $1,170.1万 | 11.8万股 | +2,351股+1.99% | 加仓 |
 礼来LLY |
| 0.88% | 0.76% | $1,134.7万 | 9,460股 | $865.1万 | 9,406股 | +54股+0.57% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.86% | 0.85% | $1,116.3万 | 4.9万股 | $964.2万 | 4.6万股 | +3,498股+7.66% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.6% | 0.68% | $779.9万 | 26.9万股 | $778.2万 | 26.7万股 | +2,148股+0.81% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.58% | 0.63% | $748.9万 | 10股 | $718.1万 | 10股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.53% | 0.57% | $684.7万 | 4.4万股 | $645.0万 | 4.7万股 | -2,990股-6.41% | 减仓 |
| IiShares安硕信托SUSB |
| 0.49% | 0.56% | $638.2万 | 25.5万股 | $636.4万 | 25.4万股 | +1,469股+0.58% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.47% | 0.49% | $602.7万 | 7.1万股 | $560.0万 | 7.3万股 | -2,124股-2.92% | 减仓 |
| G通用动力VTI |
| 0.47% | 0.47% | $601.3万 | 1.6万股 | $531.2万 | 1.7万股 | -307股-1.85% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.46% | 0.48% | $600.3万 | 8.4万股 | $549.5万 | 8.6万股 | -1,498股-1.75% | 减仓 |
| V先锋领航指数基金VUG |
| 0.46% | 0.43% | $589.6万 | 6.8万股 | $486.3万 | 1.1万股 | +5.7万股+514.81% | 加仓 |
| IiShares安硕·COREIJR |
| 0.45% | 0.44% | $585.2万 | 3.9万股 | $496.9万 | 4.0万股 | -512股-1.28% | 减仓 |
| IiShares安硕信托LRGF |
| 0.44% | 0.44% | $569.9万 | 7.5万股 | $503.0万 | 7.6万股 | -862股-1.13% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.44% | $524.1万 | 1.0万股 | $502.0万 | 1.0万股 | -2股-0.02% | 减仓 |
 强生JNJ |
| 0.4% | 0.45% | $516.0万 | 2.0万股 | $509.1万 | 2.1万股 | -508股-2.44% | 减仓 |
| IiShares安硕信托LQD |
| 0.39% | 0.42% | $501.4万 | 4.6万股 | $476.1万 | 4.4万股 | +2,283股+5.23% | 加仓 |
 微软MSFT |
| 0.37% | 0.42% | $480.6万 | 1.3万股 | $481.8万 | 1.3万股 | -131股-1.01% | 减仓 |
| V先锋领航指数基金VTV |
| 0.37% | 0.39% | $474.1万 | 2.2万股 | $442.4万 | 2.3万股 | -793股-3.52% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.36% | 0.37% | $465.9万 | 1.5万股 | $425.0万 | 1.5万股 | +4股+0.03% | 加仓 |
| V先锋领航·MIDVO |
| 0.35% | 0.39% | $457.1万 | 5.7万股 | $440.2万 | 1.5万股 | +4.1万股+270.04% | 加仓 |
| IiShares安硕信托IXUS |
| 0.33% | 0.35% | $422.2万 | 4.4万股 | $398.8万 | 4.6万股 | -1,791股-3.89% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.3% | 0.33% | $391.0万 | 4.8万股 | $375.3万 | 4.5万股 | +2,173股+4.78% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.3% | 0.33% | $389.3万 | 7.7万股 | $371.5万 | 7.3万股 | +3,754股+5.14% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.3% | 0.34% | $383.4万 | 7.9万股 | $384.8万 | 8.0万股 | -962股-1.20% | 减仓 |
| S嘉信策略信托SCHM |
| 0.29% | 0.28% | $368.4万 | 10.0万股 | $315.4万 | 10.2万股 | -1,951股-1.92% | 减仓 |
 宝洁PG |
| 0.27% | 0.29% | $351.2万 | 2.4万股 | $334.8万 | 2.3万股 | +774股+3.34% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.26% | 0.3% | $338.9万 | 4.3万股 | $339.1万 | 4.3万股 | +248股+0.57% | 加仓 |
