| G通用动力VTI |
| 25.47% | 24.41% | $3,110.3万 | 8.4万股 | $2,755.3万 | 8.6万股 | -1,834股-2.14% | 减仓 |
| S嘉信策略信托SCHF |
| 6.98% | 6.82% | $852.2万 | 30.8万股 | $769.9万 | 31.1万股 | -3,412股-1.10% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 6.35% | 6.8% | $775.9万 | 25.9万股 | $767.9万 | 25.5万股 | +3,180股+1.25% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 6.3% | 6.48% | $769.0万 | 7.4万股 | $731.8万 | 7.5万股 | -1,311股-1.74% | 减仓 |
| S嘉信策略信托SCHR |
| 5.43% | 5.79% | $663.4万 | 26.9万股 | $653.7万 | 26.2万股 | +6,616股+2.52% | 加仓 |
| IiShares安硕·COREIJR |
| 4.97% | 4.62% | $606.7万 | 4.1万股 | $521.3万 | 4.2万股 | -1,027股-2.45% | 减仓 |
| S嘉信策略信托SCHC |
| 4.54% | 4.68% | $554.2万 | 10.5万股 | $528.4万 | 10.8万股 | -2,964股-2.74% | 减仓 |
| V先锋领航债券指数基金BSV |
| 4.51% | 4.77% | $551.1万 | 7.1万股 | $538.2万 | 6.9万股 | +2,086股+3.04% | 加仓 |
| V先锋领航指数基金VB |
| 4.46% | 4.3% | $544.2万 | 1.8万股 | $485.1万 | 1.9万股 | -568股-3.07% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 3.65% | 3.82% | $445.7万 | 5.4万股 | $431.4万 | 5.5万股 | -840股-1.53% | 减仓 |
 史赛克SYK |
| 3.4% | 3.84% | $415.6万 | 1.3万股 | $433.7万 | 1.3万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.11% | 3.08% | $380.2万 | 1.9万股 | $347.7万 | 1.9万股 | +374股+1.98% | 加仓 |
| IiShares安硕信托IJJ |
| 2.53% | 2.48% | $309.0万 | 2.1万股 | $280.4万 | 2.1万股 | -241股-1.14% | 减仓 |
| V先锋领航指数基金VTV |
| 1.89% | 1.86% | $231.0万 | 1.1万股 | $209.5万 | 1.1万股 | -79股-0.74% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.68% | 1.74% | $204.7万 | 3.4万股 | $196.1万 | 3.6万股 | -2,001股-5.51% | 减仓 |
| S道富MDYV |
| 1.54% | 1.49% | $187.7万 | 2.0万股 | $168.5万 | 2.0万股 | -2股-0.01% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.33% | 1.32% | $162.0万 | 1.7万股 | $148.6万 | 1.7万股 | +48股+0.29% | 加仓 |
| IiShares安硕信托IWD |
| 1.32% | 1.4% | $160.7万 | 6,628股 | $158.4万 | 7,411股 | -783股-10.57% | 减仓 |
 阿斯麦ASML |
| 1.14% | 0.82% | $139.3万 | 700股 | $92.5万 | 700股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.96% | 1.12% | $117.7万 | 1.6万股 | $126.0万 | 1.4万股 | +1,295股+9.06% | 加仓 |
 甲骨文ORCL |
| 0.86% | 0.93% | $104.6万 | 7,139股 | $105.0万 | 7,139股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.84% | 0.83% | $102.0万 | 4.3万股 | $94.2万 | 4.4万股 | -750股-1.71% | 减仓 |
 标普全球SPGI |
| 0.8% | 0.75% | $97.7万 | 2,400股 | $85.1万 | 2,000股 | +400股+20.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.75% | $97.2万 | 1,302股 | $84.7万 | 1,302股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 0.55% | 0.86% | $67.5万 | 2.1万股 | $96.8万 | 2.1万股 | -20股-0.09% | 减仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.68% | $64.2万 | 3,910股 | $76.3万 | 5,358股 | -1,448股-27.03% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.46% | 0.3% | $56.0万 | 6,829股 | $34.3万 | 4,840股 | +1,989股+41.10% | 加仓 |
 摩根大通JPM |
| 0.39% | 0.38% | $48.1万 | 1,468股 | $43.2万 | 1,468股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.39% | 0.41% | $47.5万 | 9,886股 | $45.9万 | 9,886股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.38% | 0.32% | $46.9万 | 1.3万股 | $35.9万 | 1.2万股 | +626股+5.07% | 加仓 |
| S嘉信策略信托SCHE |
| 0.38% | 0.36% | $46.5万 | 1.3万股 | $41.1万 | 1.2万股 | +340股+2.72% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.36% | 0.38% | $44.5万 | 9,243股 | $43.2万 | 9,239股 | +4股+0.04% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.36% | 0.31% | $44.2万 | 1.5万股 | $35.1万 | 1.4万股 | +1,275股+9.13% | 加仓 |
| IiShares安硕信托IVV |
| 0.31% | 0.3% | $37.7万 | 503股 | $33.4万 | 512股 | -9股-1.76% | 减仓 |
 雪佛龙CVX |
| 0.27% | 0.38% | $32.4万 | 1,954股 | $42.7万 | 2,064股 | -110股-5.33% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.23% | 0.19% | $28.5万 | 7,007股 | $21.1万 | 5,757股 | +1,250股+21.71% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.19% | 0.2% | $23.6万 | 4,375股 | $23.1万 | 4,375股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.17% | — | $21.2万 | 301股 | $0 | 0股 | +301股 | 新买入 |
 家得宝HD |
| 0.16% | — | $20.1万 | 570股 | $0 | 0股 | +570股 | 新买入 |
