| V先锋领航指数基金VTV |
| 5.46% | 5.54% | $916.0万 | 4.2万股 | $851.1万 | 4.3万股 | -1,344股-3.10% | 减仓 |
| V先锋领航指数基金VUG |
| 5.05% | 4.88% | $847.2万 | 9.8万股 | $749.6万 | 1.7万股 | +8.1万股+473.14% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.82% | 4.56% | $809.5万 | 23.9万股 | $701.6万 | 24.1万股 | -1,628股-0.68% | 减仓 |
| V先锋领航·TOTALBNDX |
| 4.39% | 4.44% | $736.7万 | 15.2万股 | $682.6万 | 14.2万股 | +1.0万股+7.07% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.95% | 4.02% | $662.7万 | 19.0万股 | $618.6万 | 20.3万股 | -1.2万股-6.13% | 减仓 |
| V先锋领航STAR基金VXUS |
| 3.67% | 3.74% | $616.8万 | 7.2万股 | $575.0万 | 7.5万股 | -2,429股-3.26% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.62% | 3.51% | $608.0万 | 12.1万股 | $540.3万 | 11.8万股 | +2,296股+1.94% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 3.39% | 3.44% | $569.8万 | 23.6万股 | $528.6万 | 21.8万股 | +1.8万股+8.37% | 加仓 |
| V先锋领航·TOTALBND |
| 3.31% | 3.38% | $555.7万 | 7.6万股 | $518.9万 | 7.0万股 | +5,238股+7.43% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.2% | 3.46% | $536.9万 | 6.4万股 | $532.4万 | 7.1万股 | -6,789股-9.58% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.14% | 3.19% | $526.8万 | 6.8万股 | $490.9万 | 6.3万股 | +5,004股+7.99% | 加仓 |
| S嘉信策略信托SCHF |
| 3.13% | 3.24% | $526.4万 | 19.0万股 | $498.7万 | 20.1万股 | -1.1万股-5.68% | 减仓 |
| S嘉信策略信托SCHM |
| 2.85% | 2.71% | $479.2万 | 13.0万股 | $416.4万 | 13.5万股 | -4,528股-3.37% | 减仓 |
| V先锋领航·MIDVO |
| 2.67% | 2.77% | $448.5万 | 5.6万股 | $426.3万 | 1.5万股 | +4.1万股+275.02% | 加仓 |
| IiShares安硕·S&PIUSG |
| 2.56% | 2.33% | $430.3万 | 2.3万股 | $358.6万 | 2.3万股 | -240股-1.04% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.54% | 2.62% | $426.3万 | 1.8万股 | $403.2万 | 1.9万股 | -1,011股-5.45% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.44% | 2.5% | $410.1万 | 17.7万股 | $383.8万 | 16.5万股 | +1.2万股+7.28% | 加仓 |
| S嘉信·USSCHA |
| 2.4% | 2.3% | $402.3万 | 11.1万股 | $354.2万 | 12.2万股 | -1.0万股-8.58% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 2.23% | 2.2% | $374.5万 | 3.5万股 | $338.7万 | 3.6万股 | -910股-2.52% | 减仓 |
| IiShares安硕信托AGG |
| 1.88% | 1.9% | $316.3万 | 3.2万股 | $291.9万 | 2.9万股 | +2,547股+8.66% | 加仓 |
| IiShares安硕信托IUSV |
| 1.77% | 1.84% | $297.0万 | 2.7万股 | $283.0万 | 2.8万股 | -718股-2.59% | 减仓 |
| V先锋领航斯科茨代尔基金VTC |
| 1.76% | 1.89% | $295.0万 | 3.8万股 | $290.1万 | 3.8万股 | +646股+1.71% | 加仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 1.53% | 1.49% | $256.3万 | 2.0万股 | $228.5万 | 2.0万股 | -331股-1.66% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 1.51% | 1.61% | $252.8万 | 12.4万股 | $248.1万 | 12.2万股 | +2,555股+2.10% | 加仓 |
| IiShares安硕信托TIP |
| 1.49% | 1.61% | $250.5万 | 2.3万股 | $248.2万 | 2.2万股 | +396股+1.76% | 加仓 |
| S道富SPYV |
| 1.42% | 1.41% | $239.1万 | 3.9万股 | $217.3万 | 3.8万股 | +937股+2.44% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.42% | 1.38% | $238.7万 | 1.7万股 | $212.1万 | 1.8万股 | -1,115股-6.04% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.33% | 1.34% | $223.3万 | 2.1万股 | $205.8万 | 2.1万股 | +305股+1.44% | 加仓 |
| S嘉信·USSCHP |
| 1.2% | 1.3% | $202.0万 | 7.6万股 | $200.3万 | 7.5万股 | +957股+1.27% | 加仓 |
| IiShares安硕·COREIJH |
| 1.18% | 1.15% | $198.6万 | 2.6万股 | $177.2万 | 2.6万股 | -491股-1.87% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.09% | 1% | $183.4万 | 1.4万股 | $154.0万 | 1.4万股 | +312股+2.22% | 加仓 |
| IiShares安硕·COREIJR |
| 1.02% | 0.94% | $171.8万 | 1.2万股 | $144.8万 | 1.2万股 | -67股-0.58% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.93% | 0.93% | $156.1万 | 2.6万股 | $142.9万 | 2.6万股 | -297股-1.12% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.9% | 0.89% | $151.1万 | 2,024股 | $136.5万 | 2,099股 | -75股-3.57% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.78% | 0.72% | $130.4万 | 2.6万股 | $110.6万 | 2.2万股 | +3,675股+16.63% | 加仓 |
| V先锋领航指数基金VB |
| 0.67% | 0.64% | $111.9万 | 3,690股 | $98.5万 | 3,759股 | -69股-1.84% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.64% | $111.6万 | 1.6万股 | $99.0万 | 1.5万股 | +205股+1.33% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.66% | 0.69% | $110.2万 | 1.3万股 | $106.3万 | 1.3万股 | +551股+4.28% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.62% | 0.65% | $104.5万 | 7,645股 | $99.2万 | 8,376股 | -731股-8.73% | 减仓 |
| IiShares安硕信托IDEV |
| 0.61% | 0.6% | $102.6万 | 1.2万股 | $92.2万 | 1.1万股 | +486股+4.40% | 加仓 |
| S道富SPMD |
| 0.61% | 0.56% | $102.6万 | 1.5万股 | $86.1万 | 1.5万股 | +638股+4.39% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.56% | 0.57% | $93.8万 | 1.6万股 | $87.7万 | 1.5万股 | +1,127股+7.52% | 加仓 |
 苹果AAPL |
| 0.55% | 0.55% | $92.7万 | 3,204股 | $83.9万 | 3,306股 | -102股-3.09% | 减仓 |
 微软MSFT |
| 0.55% | 0.59% | $91.6万 | 2,457股 | $90.9万 | 2,456股 | +1股+0.04% | 加仓 |
| IIBMIBM |
| 0.49% | 0.46% | $82.3万 | 2,927股 | $70.9万 | 2,927股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.48% | 0.4% | $81.3万 | 1.4万股 | $61.5万 | 1.3万股 | +1,378股+10.83% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.47% | 0.46% | $78.9万 | 1.6万股 | $70.7万 | 1.4万股 | +1,647股+11.59% | 加仓 |
| IiShares安硕信托IVW |
| 0.43% | 0.44% | $71.7万 | 5,212股 | $67.9万 | 6,003股 | -791股-13.18% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.4% | 0.42% | $67.9万 | 2,989股 | $64.7万 | 3,062股 | -73股-2.38% | 减仓 |
| CCIGNALIBD |
| 0.39% | — | $64.8万 | 2,351股 | $0 | 0股 | +2,351股 | 新买入 |
