| V先锋领航指数基金VUG |
| 19.17% | 18.09% | $2,565.4万 | 29.8万股 | $2,162.0万 | 4.9万股 | +24.8万股+501.69% | 加仓 |
| V先锋领航·FTSEVEA |
| 14.52% | 14.39% | $1,943.9万 | 27.3万股 | $1,720.3万 | 26.8万股 | +4,374股+1.63% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 7.4% | 8.14% | $990.5万 | 25.3万股 | $972.6万 | 25.1万股 | +1,959股+0.78% | 加仓 |
| A美国世纪ETF信托AVEM |
| 7.29% | 6.9% | $975.8万 | 10.1万股 | $825.3万 | 10.2万股 | -1,287股-1.26% | 减仓 |
| V先锋领航指数基金VTV |
| 6.86% | 6.82% | $918.3万 | 4.2万股 | $815.5万 | 4.2万股 | +571股+1.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 6.52% | 7.41% | $873.1万 | 19.2万股 | $885.6万 | 19.4万股 | -2,193股-1.13% | 减仓 |
| IiShares安硕·COREIJH |
| 5.79% | 5.61% | $775.6万 | 10.1万股 | $670.7万 | 9.9万股 | +1,253股+1.26% | 加仓 |
| G通用动力VTI |
| 5.33% | 5.23% | $713.4万 | 1.9万股 | $624.8万 | 1.9万股 | -196股-1.01% | 减仓 |
| V先锋领航STAR基金VXUS |
| 4.37% | 4.46% | $585.4万 | 6.8万股 | $532.7万 | 6.9万股 | -605股-0.88% | 减仓 |
| C资本集团固定收益ETF信托BANFP |
| 3.93% | 4.31% | $525.4万 | 19.9万股 | $515.0万 | 19.6万股 | +3,178股+1.62% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.3% | 3.27% | $441.8万 | 10.0万股 | $391.0万 | 10.1万股 | -1,028股-1.02% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 2.35% | 2.33% | $314.5万 | 2.2万股 | $278.9万 | 2.2万股 | -120股-0.54% | 减仓 |
| V先锋领航指数基金VBK |
| 2.21% | 2.11% | $296.0万 | 8,093股 | $251.8万 | 8,330股 | -237股-2.85% | 减仓 |
| IiShares安硕信托USRT |
| 1.64% | 1.6% | $220.1万 | 3.3万股 | $191.4万 | 3.2万股 | +789股+2.44% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.6% | 1.72% | $213.8万 | 5.7万股 | $205.7万 | 5.8万股 | -527股-0.91% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 1.33% | 1.24% | $178.6万 | 2.0万股 | $148.2万 | 2.0万股 | +402股+2.05% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.14% | 1.23% | $152.0万 | 3.0万股 | $147.5万 | 3.0万股 | +485股+1.64% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 1.1% | 1.16% | $146.8万 | 3.2万股 | $138.9万 | 3.2万股 | -70股-0.22% | 减仓 |
| GGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFGEM |
| 0.62% | 0.58% | $82.9万 | 1.6万股 | $68.9万 | 1.6万股 | -7股-0.04% | 减仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.51% | 0.49% | $68.3万 | 6,772股 | $58.3万 | 6,772股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.51% | 0.55% | $67.7万 | 6,567股 | $65.6万 | 6,569股 | -2股-0.03% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.48% | 0.48% | $64.7万 | 2,663股 | $57.9万 | 2,666股 | -3股-0.11% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.47% | 0.51% | $62.5万 | 1.3万股 | $61.1万 | 1.3万股 | +171股+1.34% | 加仓 |
 苹果AAPL |
| 0.41% | 0.41% | $55.2万 | 1,908股 | $48.4万 | 1,908股 | 00.00% | 持仓不变 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.29% | 0.28% | $39.2万 | 1,434股 | $33.9万 | 1,434股 | 00.00% | 持仓不变 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 0.24% | 0.27% | $32.6万 | 1.0万股 | $31.8万 | 1.0万股 | -455股-4.34% | 减仓 |
 PHILLIPS EDISON &PECO |
| 0.23% | 0.23% | $31.0万 | 7,457股 | $27.9万 | 7,457股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.22% | — | $29.3万 | 970股 | $0 | 0股 | +970股 | 新买入 |
 INDEPENDENCE RLTY TRIRT |
| 0.16% | 0.17% | $21.3万 | 1.3万股 | $20.5万 | 1.4万股 | -997股-7.23% | 减仓 |
