| IiShares安硕信托IVV |
| 60.71% | 59.99% | $2.51亿 | 33.5万股 | $2.19亿 | 33.5万股 | -413股-0.12% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.97% | 11.71% | $4,532.6万 | 133.9万股 | $4,274.0万 | 146.7万股 | -12.8万股-8.71% | 减仓 |
| IiShares安硕·COREIJH |
| 7.97% | 8.08% | $3,291.1万 | 42.7万股 | $2,950.7万 | 43.7万股 | -1.0万股-2.32% | 减仓 |
| IiShares安硕·COREIJR |
| 3.48% | 3.42% | $1,437.5万 | 9.7万股 | $1,250.5万 | 10.1万股 | -3,670股-3.65% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.12% | 2.92% | $1,288.5万 | 44.5万股 | $1,064.9万 | 42.4万股 | +2.1万股+4.88% | 加仓 |
| V先锋领航指数基金VTV |
| 2.75% | 2.68% | $1,137.5万 | 5.2万股 | $979.7万 | 5.0万股 | +2,262股+4.53% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.34% | 2.23% | $968.4万 | 6.2万股 | $814.4万 | 5.9万股 | +2,822股+4.79% | 加仓 |
| S嘉信策略信托SCHF |
| 2.3% | 2.23% | $950.7万 | 34.3万股 | $815.4万 | 32.9万股 | +1.4万股+4.17% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.15% | 2.54% | $889.8万 | 17.6万股 | $926.2万 | 18.5万股 | -9,228股-4.99% | 减仓 |
| IiShares安硕信托AGG |
| 1.03% | 1.08% | $425.1万 | 4.3万股 | $393.5万 | 4.0万股 | +3,311股+8.35% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.97% | 1% | $401.8万 | 6.7万股 | $363.9万 | 6.7万股 | -12股-0.02% | 减仓 |
| V先锋领航指数基金VBK |
| 0.66% | 0.63% | $274.3万 | 7,499股 | $228.3万 | 7,551股 | -52股-0.69% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.64% | 0.54% | $264.3万 | 1.1万股 | $198.9万 | 9,154股 | +1,723股+18.82% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.29% | 0.32% | $118.7万 | 3.2万股 | $117.3万 | 3.2万股 | +208股+0.65% | 加仓 |
| S道富SLYG |
| 0.26% | 0.22% | $105.8万 | 8,878股 | $81.9万 | 8,473股 | +405股+4.78% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.23% | 0.21% | $94.4万 | 8,649股 | $76.2万 | 8,052股 | +597股+7.41% | 加仓 |
| IiShares安硕信托TIP |
| 0.13% | 0.04% | $52.0万 | 4,775股 | $14.8万 | 1,339股 | +3,436股+256.61% | 加仓 |
| IiShares安硕信托SHV |
| <0.01% | <0.01% | $141 | 1股 | $146 | 1股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| <0.01% | <0.01% | $138 | 2股 | $144 | 2股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| <0.01% | <0.01% | $134 | 6股 | $139 | 5股 | +1股+20.00% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| <0.01% | <0.01% | $56 | 2股 | $55 | 2股 | 00.00% | 持仓不变 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| <0.01% | — | $22 | 1股 | $0 | 0股 | +1股 | 新买入 |
