| SSPDR标普500 ETFSPY |
| 10.05% | 8.74% | $1,260.1万 | 1.7万股 | $1,089.8万 | 1.7万股 | +116股+0.69% | 加仓 |
| IiShares安硕信托IVV |
| 7.81% | 7.31% | $979.2万 | 1.3万股 | $910.9万 | 1.4万股 | -869股-6.23% | 减仓 |
| V先锋领航指数基金VBK |
| 6.96% | 5.74% | $872.1万 | 2.4万股 | $715.6万 | 2.4万股 | +169股+0.71% | 加仓 |
| V先锋领航·SMALLVBR |
| 5.93% | 5.31% | $743.0万 | 3.1万股 | $662.3万 | 3.0万股 | +87股+0.29% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.45% | 5.23% | $682.9万 | 16.6万股 | $651.5万 | 16.7万股 | -1,681股-1.01% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.87% | 4.73% | $610.7万 | 15.2万股 | $590.2万 | 17.4万股 | -2.2万股-12.88% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.65% | 5.13% | $583.0万 | 7.4万股 | $639.2万 | 8.1万股 | -6,874股-8.52% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.63% | 4.49% | $454.6万 | 9.0万股 | $559.9万 | 11.1万股 | -2.1万股-18.76% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.46% | 3.44% | $434.1万 | 16.6万股 | $428.8万 | 18.1万股 | -1.5万股-8.47% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 3.39% | 3.09% | $425.5万 | 8.2万股 | $385.1万 | 8.5万股 | -3,032股-3.55% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.8% | 2.63% | $351.7万 | 1.8万股 | $328.2万 | 1.8万股 | -14股-0.08% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2.66% | 2.48% | $334.0万 | 4.1万股 | $309.6万 | 3.9万股 | +1,102股+2.79% | 加仓 |
| V先锋领航指数基金VOT |
| 2.66% | 2.35% | $333.8万 | 1.1万股 | $292.5万 | 1.1万股 | -467股-4.11% | 减仓 |
| IiShares安硕信托IWD |
| 2.53% | 2.53% | $317.0万 | 1.3万股 | $315.6万 | 1.5万股 | -1,698股-11.49% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 2.41% | 2.27% | $302.2万 | 8.6万股 | $283.3万 | 8.4万股 | +2,125股+2.53% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 2.29% | 2.37% | $286.7万 | 6.4万股 | $295.6万 | 6.7万股 | -2,589股-3.89% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.16% | 2.47% | $270.9万 | 2.7万股 | $308.5万 | 3.1万股 | -3,815股-12.43% | 减仓 |
| V先锋领航指数基金VOO |
| 2.03% | 2.06% | $255.1万 | 3,714股 | $256.4万 | 4,291股 | -577股-13.45% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.67% | 1.56% | $209.2万 | 2.2万股 | $194.5万 | 2.2万股 | -238股-1.09% | 减仓 |
| V先锋领航指数基金VB |
| 1.48% | 1.29% | $185.9万 | 6,133股 | $160.8万 | 6,141股 | -8股-0.13% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.21% | 1.21% | $151.9万 | 2.7万股 | $151.1万 | 2.7万股 | +225股+0.84% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.18% | 1.2% | $147.9万 | 2.9万股 | $149.3万 | 2.9万股 | -295股-1.01% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 1.11% | 3.43% | $139.6万 | 2.8万股 | $428.1万 | 8.6万股 | -5.8万股-67.40% | 减仓 |
 苹果AAPL |
| 1.02% | 0.9% | $128.4万 | 4,437股 | $112.2万 | 4,421股 | +16股+0.36% | 加仓 |
| IiShares安硕信托IEFA |
| 0.94% | 0.9% | $117.9万 | 1.2万股 | $112.8万 | 1.2万股 | -250股-2.01% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.75% | 0.75% | $94.3万 | 1.4万股 | $94.0万 | 1.5万股 | -766股-5.20% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.74% | 0.65% | $93.1万 | 1.2万股 | $80.8万 | 1.1万股 | +1,374股+12.43% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.6% | 0.52% | $75.1万 | 1,835股 | $65.4万 | 1,835股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.58% | 0.5% | $72.7万 | 5,655股 | $61.8万 | 5,138股 | +517股+10.06% | 加仓 |
 好事达ALL |
| 0.57% | 0.5% | $71.6万 | 3,008股 | $62.3万 | 3,008股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.49% | 0.46% | $61.5万 | 1.2万股 | $56.9万 | 1.1万股 | +760股+6.66% | 加仓 |
| IiShares黄金信托IAU |
| 0.48% | 0.53% | $60.2万 | 7,978股 | $66.3万 | 7,524股 | +454股+6.03% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.46% | 1.65% | $57.4万 | 4,621股 | $205.3万 | 4,817股 | -196股-4.07% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.46% | 0.41% | $57.3万 | 2,590股 | $50.5万 | 2,665股 | -75股-2.81% | 减仓 |
 微软MSFT |
| 0.44% | 0.43% | $54.9万 | 1,473股 | $53.6万 | 1,449股 | +24股+1.66% | 加仓 |
| IiShares安硕IEMG |
| 0.33% | 1.01% | $41.9万 | 5,059股 | $126.1万 | 1.8万股 | -1.3万股-72.02% | 减仓 |
 AMGEN COMAMGN |
| 0.32% | 0.31% | $39.7万 | 1,095股 | $38.5万 | 1,095股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFAV |
| 0.31% | 0.32% | $38.4万 | 4,378股 | $40.0万 | 4,378股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.31% | 0.29% | $38.3万 | 1,416股 | $35.6万 | 1,147股 | +269股+23.45% | 加仓 |
| V先锋领航·TOTALBND |
| 0.28% | 0.54% | $35.1万 | 4,778股 | $67.4万 | 9,159股 | -4,381股-47.83% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.26% | 0.45% | $32.5万 | 6,421股 | $55.5万 | 1.1万股 | -4,503股-41.22% | 减仓 |
| J摩根大通交易所交易基金HOLA |
| 0.22% | 0.21% | $28.0万 | 5,052股 | $26.5万 | 5,052股 | 00.00% | 持仓不变 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.21% | 0.15% | $26.5万 | 2,902股 | $18.7万 | 2,902股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.21% | 0.22% | $26.1万 | 868股 | $27.2万 | 1,098股 | -230股-20.95% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.21% | 0.16% | $25.8万 | 2,521股 | $20.2万 | 2,579股 | -58股-2.25% | 减仓 |
| G通用动力VTI |
| 0.2% | 0.17% | $25.1万 | 677股 | $21.1万 | 659股 | +18股+2.73% | 加仓 |
 摩根士丹利MS |
| 0.2% | 0.13% | $24.5万 | 1,170股 | $15.9万 | 970股 | +200股+20.62% | 加仓 |
| SSPDR道富系列信托XHB |
| 0.18% | 0.16% | $23.1万 | 2,000股 | $19.7万 | 2,000股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.15% | $23.0万 | 652股 | $18.7万 | 652股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.17% | 0.15% | $21.2万 | 710股 | $19.3万 | 710股 | 00.00% | 持仓不变 |
