| IiShares安硕·RUSSELLIWB |
| 13.04% | 12.46% | $6,260.4万 | 15.3万股 | $5,431.5万 | 15.2万股 | +550股+0.36% | 加仓 |
| IiShares安硕信托IVV |
| 9.56% | 9.15% | $4,589.7万 | 6.1万股 | $3,990.5万 | 6.1万股 | +195股+0.32% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.41% | 5.56% | $2,598.6万 | 25.0万股 | $2,425.0万 | 25.0万股 | +484股+0.19% | 加仓 |
| IiShares安硕信托IEI |
| 4.24% | 4.61% | $2,033.3万 | 17.3万股 | $2,008.3万 | 16.9万股 | +3,791股+2.24% | 加仓 |
| IiShares安硕信托IWD |
| 4.05% | 3.88% | $1,943.2万 | 8.0万股 | $1,691.4万 | 7.9万股 | +993股+1.25% | 加仓 |
| V先锋领航·MIDVO |
| 3.89% | 3.77% | $1,866.6万 | 23.2万股 | $1,642.2万 | 5.7万股 | +17.4万股+305.16% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 3.78% | 3.47% | $1,813.2万 | 22.4万股 | $1,513.7万 | 22.2万股 | +1,992股+0.90% | 加仓 |
| IiShares安硕信托EEM |
| 3.32% | 3.03% | $1,591.5万 | 23.3万股 | $1,320.4万 | 23.3万股 | +126股+0.05% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 3.26% | 3.41% | $1,565.9万 | 31.1万股 | $1,487.5万 | 29.5万股 | +1.6万股+5.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.12% | 3.07% | $1,496.8万 | 2.0万股 | $1,339.3万 | 2.1万股 | -550股-2.67% | 减仓 |
| VVanEck Russia ETFBBH |
| 2.72% | 2.76% | $1,304.5万 | 12.5万股 | $1,205.4万 | 12.5万股 | +821股+0.66% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.67% | 2.56% | $1,281.9万 | 10.3万股 | $1,116.0万 | 2.6万股 | +7.7万股+294.46% | 加仓 |
| V先锋领航指数基金VB |
| 2.49% | 2.35% | $1,192.7万 | 3.9万股 | $1,024.6万 | 3.9万股 | +227股+0.58% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.43% | 2.64% | $1,167.5万 | 14.8万股 | $1,149.3万 | 14.5万股 | +2,747股+1.89% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.36% | 2.54% | $1,133.3万 | 13.7万股 | $1,108.5万 | 13.4万股 | +3,158股+2.36% | 加仓 |
 苹果AAPL |
| 1.93% | 2.08% | $928.4万 | 3.2万股 | $908.6万 | 3.6万股 | -3,720股-10.39% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.9% | 2.45% | $911.1万 | 11.5万股 | $1,066.4万 | 11.5万股 | -322股-0.28% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.46% | 1.58% | $701.1万 | 8.5万股 | $687.5万 | 8.3万股 | +2,132股+2.56% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.35% | 1.26% | $647.4万 | 1.9万股 | $547.5万 | 1.9万股 | +561股+3.02% | 加仓 |
| S道富SPSM |
| 1.33% | 1.21% | $636.6万 | 11.0万股 | $526.3万 | 10.9万股 | +1,466股+1.35% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 1.27% | 1.34% | $607.5万 | 20.8万股 | $583.7万 | 20.3万股 | +4,529股+2.23% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.23% | 1.15% | $588.9万 | 7.2万股 | $502.7万 | 7.1万股 | +845股+1.20% | 加仓 |
| IISHARES BROADUSIG |
| 1.19% | 1.3% | $571.1万 | 11.1万股 | $566.0万 | 11.0万股 | +869股+0.79% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.08% | 1.23% | $516.7万 | 5.6万股 | $536.2万 | 5.9万股 | -2,132股-3.64% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.07% | 1.04% | $512.9万 | 7.2万股 | $455.6万 | 7.1万股 | +879股+1.24% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.94% | 1.01% | $453.2万 | 11.5万股 | $442.1万 | 11.1万股 | +3,554股+3.19% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.79% | 0.92% | $381.5万 | 7.5万股 | $401.5万 | 7.9万股 | -4,056股-5.15% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.76% | 0.83% | $363.8万 | 12.5万股 | $363.4万 | 12.5万股 | +864股+0.69% | 加仓 |
| T赛默飞世尔TMO |
| 0.76% | 0.82% | $363.6万 | 7,252股 | $356.6万 | 7,254股 | -2股-0.03% | 减仓 |
| S道富SPTI |
| 0.68% | 0.7% | $325.4万 | 11.5万股 | $307.2万 | 10.7万股 | +7,412股+6.91% | 加仓 |
| IiShares安硕IEMG |
| 0.57% | 0.51% | $271.8万 | 3.3万股 | $224.2万 | 3.2万股 | +662股+2.06% | 加仓 |
| IiShares安硕·FALLEN ANGELS USD BOND ETFFALN |
| 0.49% | 0.53% | $235.9万 | 8.7万股 | $228.9万 | 8.6万股 | +934股+1.09% | 加仓 |
 微软MSFT |
| 0.47% | 0.52% | $225.0万 | 6,033股 | $228.4万 | 6,169股 | -136股-2.20% | 减仓 |
| G通用动力VTI |
| 0.45% | 0.41% | $214.7万 | 5,801股 | $180.1万 | 5,614股 | +187股+3.33% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.42% | 0.44% | $202.7万 | 4.2万股 | $193.2万 | 4.0万股 | +1,632股+4.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.36% | $177.6万 | 5,027股 | $155.5万 | 5,420股 | -393股-7.25% | 减仓 |
 英伟达NVDA |
| 0.37% | 0.36% | $177.0万 | 8,844股 | $156.7万 | 8,987股 | -143股-1.59% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.35% | 0.34% | $168.9万 | 2.3万股 | $147.0万 | 2.3万股 | -155股-0.66% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.34% | 0.32% | $164.5万 | 1.2万股 | $138.0万 | 1.2万股 | +145股+1.18% | 加仓 |
| IiShares安硕信托XVV |
| 0.34% | 0.33% | $162.7万 | 2.9万股 | $141.8万 | 2.9万股 | -153股-0.53% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.34% | — | $162.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 谷歌AGOOGL |
| 0.32% | 0.31% | $154.8万 | 4,332股 | $134.6万 | 4,682股 | -350股-7.48% | 减仓 |
| IiShares安硕信托EMB |
| 0.32% | 0.34% | $154.3万 | 1.6万股 | $146.7万 | 1.6万股 | +381股+2.44% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.28% | 0.3% | $135.0万 | 3.4万股 | $130.5万 | 3.3万股 | +1,005股+3.09% | 加仓 |
| GGlobal X基金CPTL |
| 0.28% | 0.27% | $134.3万 | 2.9万股 | $117.9万 | 2.8万股 | +202股+0.71% | 加仓 |
 摩根大通JPM |
| 0.25% | 0.25% | $119.5万 | 3,652股 | $109.1万 | 3,710股 | -58股-1.56% | 减仓 |
| NNUVEEN ESGNUSC |
| 0.25% | 0.24% | $119.4万 | 2.3万股 | $103.3万 | 2.3万股 | -28股-0.12% | 减仓 |
 强生JNJ |
| 0.24% | 0.25% | $113.6万 | 4,473股 | $110.8万 | 4,531股 | -58股-1.28% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.22% | 0.23% | $107.9万 | 5,458股 | $100.8万 | 5,470股 | -12股-0.22% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.22% | 0.21% | $107.0万 | 1.2万股 | $92.6万 | 1.2万股 | +74股+0.63% | 加仓 |
