| S嘉信策略信托SCHM |
| 12.21% | 12% | $1,387.7万 | 39.2万股 | $1,278.8万 | 38.0万股 | +1.2万股+3.27% | 加仓 |
| V先锋领航指数基金VOO |
| 11.49% | 11.21% | $1,305.9万 | 1.9万股 | $1,194.4万 | 1.8万股 | +628股+3.45% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 9.94% | 9.72% | $1,129.6万 | 5.1万股 | $1,035.7万 | 5.0万股 | +1,451股+2.91% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 9.74% | 9.52% | $1,106.9万 | 4.7万股 | $1,014.3万 | 4.5万股 | +1,919股+4.29% | 加仓 |
| IiShares安硕信托IEFA |
| 7.46% | 7.3% | $848.2万 | 8.7万股 | $777.7万 | 8.2万股 | +5,022股+6.13% | 加仓 |
| IiShares安硕信托IGRO |
| 6.19% | 6.1% | $703.0万 | 7.8万股 | $650.2万 | 7.5万股 | +3,404股+4.57% | 加仓 |
| IiShares安硕信托AGG |
| 5.48% | 5.69% | $623.4万 | 6.4万股 | $606.2万 | 6.1万股 | +2,649股+4.35% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 4.83% | 4.63% | $548.9万 | 4.6万股 | $493.7万 | 4.4万股 | +1,737股+3.93% | 加仓 |
| IiShares安硕IEMG |
| 4.35% | 4.43% | $494.3万 | 6.2万股 | $472.4万 | 6.0万股 | +1,603股+2.65% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.93% | 3.8% | $446.3万 | 2.1万股 | $404.5万 | 2.0万股 | +937股+4.68% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.23% | 3.19% | $367.7万 | 3.8万股 | $339.4万 | 3.6万股 | +1,953股+5.48% | 加仓 |
| IiShares安硕信托USMV |
| 2.42% | 2.4% | $275.2万 | 2.9万股 | $255.6万 | 2.7万股 | +1,478股+5.44% | 加仓 |
| IiShares安硕·COREIJH |
| 1.66% | 1.8% | $188.5万 | 2.5万股 | $191.5万 | 2.6万股 | -1,392股-5.29% | 减仓 |
| F富达Covington信托FENI |
| 1.58% | 1.47% | $179.1万 | 4.4万股 | $156.4万 | 4.0万股 | +4,271股+10.66% | 加仓 |
| V先锋领航指数基金VBK |
| 1.25% | 1.25% | $142.6万 | 4,068股 | $133.6万 | 3,986股 | +82股+2.06% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.23% | 1.24% | $139.9万 | 2.8万股 | $132.6万 | 2.6万股 | +1,575股+5.99% | 加仓 |
| IiShares安硕信托GVI |
| 1.01% | 1.08% | $114.4万 | 1.1万股 | $114.8万 | 1.1万股 | +27股+0.25% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.96% | 0.97% | $108.8万 | 3,186股 | $103.0万 | 3,187股 | -1股-0.03% | 减仓 |
| IiShares安硕信托IVV |
| 0.91% | 0.94% | $103.7万 | 1,367股 | $99.9万 | 1,393股 | -26股-1.87% | 减仓 |
| IiShares安硕信托IBDT |
| 0.77% | 0.81% | $87.1万 | 3.5万股 | $86.4万 | 3.4万股 | +495股+1.45% | 加仓 |
| IiShares安硕信托IBDS |
| 0.72% | 0.77% | $81.9万 | 3.4万股 | $82.5万 | 3.4万股 | -128股-0.38% | 减仓 |
| IiShares安硕信托IBDR |
| 0.65% | 0.74% | $73.9万 | 3.1万股 | $78.3万 | 3.2万股 | -1,775股-5.50% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.61% | 0.63% | $69.0万 | 9,739股 | $67.4万 | 9,885股 | -146股-1.48% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.57% | 0.59% | $64.9万 | 2.8万股 | $63.2万 | 2.7万股 | +994股+3.67% | 加仓 |
| S嘉信策略信托SCHE |
| 0.55% | 0.61% | $62.5万 | 1.7万股 | $65.3万 | 1.8万股 | -1,017股-5.58% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.54% | 0.59% | $61.8万 | 5,002股 | $62.8万 | 1,310股 | +3,692股+281.83% | 加仓 |
| IiShares安硕信托IUSB |
| 0.52% | 0.58% | $59.3万 | 1.3万股 | $61.5万 | 1.3万股 | -310股-2.34% | 减仓 |
| IiShares安硕信托IWD |
| 0.42% | 0.41% | $47.8万 | 1,931股 | $43.9万 | 1,930股 | +1股+0.05% | 加仓 |
| IiShares安硕信托EFAV |
| 0.41% | 0.44% | $46.6万 | 5,168股 | $46.6万 | 5,105股 | +63股+1.23% | 加仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.38% | 0.41% | $43.4万 | 2.0万股 | $43.5万 | 2.0万股 | +119股+0.61% | 加仓 |
| IiShares安硕信托IBHF |
| 0.37% | 0.43% | $42.3万 | 1.9万股 | $45.9万 | 2.0万股 | -1,314股-6.55% | 减仓 |
| IiShares安硕信托ISCG |
| 0.37% | 0.39% | $41.9万 | 6,601股 | $41.5万 | 6,856股 | -255股-3.72% | 减仓 |
| V先锋领航指数基金VB |
| 0.37% | 0.43% | $41.7万 | 1,405股 | $45.8万 | 1,616股 | -211股-13.06% | 减仓 |
| IiShares安硕信托IBHH |
| 0.36% | 0.38% | $40.8万 | 1.7万股 | $40.8万 | 1.7万股 | +116股+0.67% | 加仓 |
| IiShares安硕信托IBHI |
| 0.31% | 0.35% | $35.5万 | 1.5万股 | $36.9万 | 1.6万股 | -474股-3.02% | 减仓 |
| IiShares安硕信托IQLT |
| 0.3% | 0.31% | $33.8万 | 6,790股 | $32.8万 | 6,689股 | +101股+1.51% | 加仓 |
| IiShares安硕信托DGRO |
| 0.29% | 0.38% | $32.9万 | 4,298股 | $40.8万 | 5,603股 | -1,305股-23.29% | 减仓 |
 苹果AAPL |
| 0.26% | 0.22% | $29.4万 | 898股 | $24.0万 | 884股 | +14股+1.58% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.26% | $28.9万 | 383股 | $27.3万 | 382股 | +1股+0.26% | 加仓 |
| S嘉信策略信托SCHF |
| 0.25% | 0.26% | $28.7万 | 1.0万股 | $27.6万 | 1.0万股 | -72股-0.69% | 减仓 |
| IiShares安硕·COREIJR |
| 0.23% | 0.23% | $26.4万 | 1,807股 | $24.8万 | 1,818股 | -11股-0.61% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.22% | 0.2% | $25.0万 | 1.2万股 | $21.2万 | 9,635股 | +1,903股+19.75% | 加仓 |
| NNUSHARES ETF TRNUEM |
| 0.22% | 0.23% | $25.0万 | 6,073股 | $24.8万 | 6,050股 | +23股+0.38% | 加仓 |
| IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI |
| 0.18% | 0.2% | $20.9万 | 4,154股 | $20.9万 | 4,128股 | +26股+0.63% | 加仓 |
