| G通用动力VTI |
| 16.07% | 18.43% | $2,767.8万 | 7.5万股 | $2,823.3万 | 8.8万股 | -1.3万股-15.01% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 9.22% | — | $1,588.8万 | 35.8万股 | $0 | 0股 | +35.8万股 | 新买入 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 8.84% | 10.09% | $1,522.4万 | 65.8万股 | $1,545.7万 | 66.6万股 | -7,496股-1.13% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 7.1% | 10.3% | $1,223.5万 | 7.8万股 | $1,577.7万 | 11.4万股 | -3.6万股-31.65% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.85% | 3.88% | $663.6万 | 8.5万股 | $593.8万 | 7.6万股 | +9,435股+12.46% | 加仓 |
| IiShares黄金信托IAU |
| 3.24% | 4.27% | $557.4万 | 7.4万股 | $654.1万 | 7.4万股 | -387股-0.52% | 减仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 2.96% | 2.98% | $509.5万 | 8.7万股 | $456.9万 | 8.7万股 | +360股+0.41% | 加仓 |
| IiShares安硕信托AGG |
| 2.49% | 2.64% | $428.5万 | 4.3万股 | $404.9万 | 4.1万股 | +2,496股+6.12% | 加仓 |
| IiShares安硕信托IEI |
| 2.26% | 2.43% | $388.8万 | 3.3万股 | $372.2万 | 3.1万股 | +1,726股+5.50% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.18% | 2.55% | $375.3万 | 13.0万股 | $391.1万 | 15.6万股 | -2.6万股-16.84% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2% | 2.2% | $344.6万 | 4.5万股 | $337.0万 | 4.4万股 | +1,266股+2.90% | 加仓 |
| IiShares安硕·COREIJH |
| 1.97% | 2.16% | $340.0万 | 4.4万股 | $331.2万 | 4.9万股 | -4,951股-10.09% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.91% | 2.2% | $329.8万 | 4.2万股 | $337.2万 | 4.3万股 | -800股-1.88% | 减仓 |
| IiShares安硕信托IXUS |
| 1.9% | 2.81% | $326.9万 | 3.4万股 | $430.1万 | 5.0万股 | -1.5万股-31.00% | 减仓 |
| V先锋领航指数基金VOO |
| 1.8% | 1.83% | $310.3万 | 4,518股 | $280.8万 | 4,699股 | -181股-3.85% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.72% | 1.58% | $296.5万 | 5.1万股 | $241.9万 | 4.1万股 | +9,614股+23.26% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.68% | 1.09% | $289.4万 | 7.5万股 | $166.3万 | 4.7万股 | +2.7万股+57.23% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.59% | 1.97% | $274.0万 | 3.2万股 | $302.3万 | 3.9万股 | -7,149股-18.24% | 减仓 |
 微软MSFT |
| 1.55% | 0.25% | $266.2万 | 7,136股 | $38.2万 | 1,032股 | +6,104股+591.47% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.42% | 2.42% | $244.4万 | 3.4万股 | $370.3万 | 5.8万股 | -2.3万股-40.65% | 减仓 |
| IiShares安硕信托DGRO |
| 1.29% | 0.73% | $223.1万 | 2.9万股 | $111.3万 | 1.6万股 | +1.4万股+85.63% | 加仓 |
| IiShares安硕信托IVV |
| 1.25% | 1.34% | $214.6万 | 2,866股 | $204.5万 | 3,131股 | -265股-8.46% | 减仓 |
| IiShares安硕信托SGOV |
| 1.04% | 0.98% | $179.6万 | 1.8万股 | $150.0万 | 1.5万股 | +2,934股+19.68% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.99% | 1.05% | $169.7万 | 3.4万股 | $160.2万 | 3.5万股 | -431股-1.24% | 减仓 |
| V先锋领航·MIDVO |
| 0.85% | 0.63% | $146.2万 | 1.8万股 | $96.6万 | 3,363股 | +1.5万股+439.70% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.85% | 0.92% | $146.0万 | 1.6万股 | $141.5万 | 1.5万股 | +487股+3.15% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.84% | 0.77% | $144.7万 | 1.3万股 | $118.3万 | 1.2万股 | +944股+7.76% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.83% | 0.8% | $143.7万 | 1.8万股 | $122.7万 | 1.5万股 | +2,648股+17.82% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.78% | 0.82% | $134.7万 | 4.6万股 | $125.7万 | 4.3万股 | +3,373股+7.83% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.78% | 0.84% | $134.0万 | 2.4万股 | $129.1万 | 2.3万股 | +946股+4.15% | 加仓 |
| J骏利亨德森JAAA |
| 0.67% | 0.84% | $115.0万 | 2.3万股 | $128.1万 | 2.5万股 | -2,660股-10.46% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.66% | 0.82% | $113.8万 | 2,780股 | $126.0万 | 3,533股 | -753股-21.31% | 减仓 |
 礼来LLY |
| 0.63% | 0.54% | $107.9万 | 900股 | $82.8万 | 900股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PSEP |
| 0.58% | 0.67% | $99.4万 | 2.2万股 | $102.3万 | 2.4万股 | -2,183股-9.19% | 减仓 |
 美光科技MU |
| 0.53% | 0.18% | $91.9万 | 796股 | $27.0万 | 800股 | -4股-0.50% | 减仓 |
| IInnovator ETF信托PMAR |
| 0.53% | 0.59% | $91.6万 | 1.9万股 | $90.9万 | 2.0万股 | -1,188股-5.83% | 减仓 |
| IiShares安硕信托ITOT |
| 0.52% | 0.57% | $89.8万 | 5,466股 | $87.7万 | 6,154股 | -688股-11.18% | 减仓 |
| S嘉信策略信托SCHC |
| 0.49% | 0.92% | $85.1万 | 1.6万股 | $141.6万 | 2.9万股 | -1.3万股-44.25% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 0.49% | 0.54% | $84.9万 | 2.0万股 | $83.2万 | 2.0万股 | -260股-1.31% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.44% | 0.41% | $76.3万 | 1.5万股 | $62.4万 | 1.4万股 | +1,456股+10.64% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.44% | 0.27% | $76.2万 | 3,135股 | $41.0万 | 1,887股 | +1,248股+66.14% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.44% | 0.54% | $75.0万 | 1.4万股 | $83.1万 | 1.6万股 | -1,495股-9.45% | 减仓 |
| I景顺QQQ信托VOO |
| 0.42% | 0.37% | $71.7万 | 973股 | $56.2万 | 973股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PAPR |
| 0.41% | 0.48% | $71.2万 | 1.7万股 | $73.3万 | 1.8万股 | -1,557股-8.45% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT |
| 0.39% | 0.42% | $67.8万 | 1.5万股 | $64.6万 | 1.5万股 | -365股-2.44% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.35% | 0.28% | $60.8万 | 3,189股 | $43.3万 | 3,257股 | -68股-2.09% | 减仓 |
 苹果AAPL |
| 0.34% | 0.34% | $59.2万 | 2,046股 | $52.4万 | 2,066股 | -20股-0.97% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.34% | 0.42% | $57.9万 | 1.9万股 | $64.5万 | 2.1万股 | -2,158股-10.06% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.32% | 0.38% | $54.9万 | 1.1万股 | $58.9万 | 1.2万股 | -966股-8.18% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.3% | 0.38% | $52.5万 | 2.2万股 | $58.9万 | 2.4万股 | -2,501股-10.31% | 减仓 |
