| IiShares安硕·MSCI EAFE ETFEFA |
| 24.92% | 20.41% | $5,505.6万 | 53.0万股 | $3,629.8万 | 37.4万股 | +15.6万股+41.82% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 17.4% | 7.01% | $3,844.7万 | 31.0万股 | $1,246.1万 | 2.9万股 | +28.0万股+959.55% | 加仓 |
| IiShares安硕信托IWD |
| 13.21% | 13.56% | $2,918.3万 | 12.0万股 | $2,411.6万 | 11.3万股 | +7,511股+6.65% | 加仓 |
| V先锋领航指数基金VOO |
| 9.23% | — | $2,038.6万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 5.9% | — | $1,304.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| V先锋领航债券指数基金BLV |
| 5.78% | — | $1,277.7万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
| IiShares安硕信托SGOV |
| 5.12% | — | $1,130.6万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
| V先锋领航·TOTALBND |
| 4.45% | 5.2% | $984.0万 | 13.4万股 | $924.4万 | 12.6万股 | +8,512股+6.78% | 加仓 |
| IiShares安硕信托EEM |
| 3.5% | 3.34% | $773.9万 | 11.3万股 | $593.2万 | 10.4万股 | +8,662股+8.29% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 3.04% | 1.69% | $671.7万 | 2.2万股 | $300.2万 | 1.2万股 | +1.0万股+84.67% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.02% | 1.13% | $225.7万 | 4.7万股 | $200.9万 | 4.2万股 | +4,793股+11.47% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.91% | 0.37% | $200.0万 | 1.3万股 | $65.5万 | 4,959股 | +8,002股+161.36% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.84% | 0.36% | $185.0万 | 1.8万股 | $64.9万 | 6,784股 | +1.1万股+165.24% | 加仓 |
| IiShares安硕信托ITOT |
| 0.66% | 0.37% | $146.6万 | 8,960股 | $65.6万 | 4,641股 | +4,319股+93.06% | 加仓 |
| IiShares安硕信托IVV |
| 0.59% | 0.29% | $130.9万 | 1,748股 | $50.8万 | 777股 | +971股+124.97% | 加仓 |
 礼来LLY |
| 0.49% | 0.47% | $109.0万 | 909股 | $83.6万 | 909股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.46% | 0.22% | $101.8万 | 2,750股 | $39.5万 | 1,232股 | +1,518股+123.21% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.33% | — | $73.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.28% | 0.22% | $62.7万 | 7,486股 | $39.0万 | 5,195股 | +2,291股+44.10% | 加仓 |
| IiShares安硕信托EMB |
| 0.23% | — | $50.0万 | 5,186股 | $0 | 0股 | +5,186股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.22% | — | $48.9万 | 6,869股 | $0 | 0股 | +6,869股 | 新买入 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.22% | — | $48.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托MTUM |
| 0.19% | — | $42.8万 | 1,248股 | $0 | 0股 | +1,248股 | 新买入 |
| IiShares安硕ESGE |
| 0.18% | 0.16% | $39.0万 | 7,139股 | $29.1万 | 6,403股 | +736股+11.49% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.17% | — | $36.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 FIFTH THIRD BANCORP COMFITB |
| 0.17% | 0.16% | $36.6万 | 6,546股 | $27.6万 | 5,873股 | +673股+11.46% | 加仓 |
| IISHARES U.S. INSURANCE ETFIAK |
| 0.14% | — | $30.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| GGlobal X Mlp EtfMLPA |
| 0.12% | — | $27.4万 | 5,171股 | $0 | 0股 | +5,171股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 0.12% | 0.13% | $26.7万 | 6,009股 | $23.4万 | 6,009股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L PET |
| 0.09% | — | $20.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
