| SSPDR标普500 ETFSPY |
| 23.58% | 27.16% | $3,223.6万 | 4.3万股 | $2,866.0万 | 4.4万股 | -901股-2.04% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 10.3% | 10.02% | $1,408.7万 | 27.8万股 | $1,057.8万 | 20.8万股 | +7.0万股+33.64% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 9.38% | 11.18% | $1,282.1万 | 41.2万股 | $1,180.1万 | 42.4万股 | -1.1万股-2.70% | 减仓 |
| V先锋领航·FTSEVEA |
| 9.28% | 10.94% | $1,268.1万 | 17.8万股 | $1,153.9万 | 18.0万股 | -2,100股-1.17% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 9.03% | — | $1,234.4万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
| A美国世纪ETF信托AVUS |
| 5.37% | — | $733.8万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| S道富SPYM |
| 4.76% | 5.31% | $651.2万 | 7.4万股 | $560.3万 | 7.3万股 | +898股+1.23% | 加仓 |
| S嘉信策略信托SCHC |
| 3.72% | 4.7% | $509.1万 | 9.6万股 | $495.5万 | 10.1万股 | -4,779股-4.72% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 3.49% | — | $477.5万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| V先锋领航指数基金VB |
| 3.2% | 3.57% | $437.3万 | 1.4万股 | $376.2万 | 1.4万股 | +64股+0.45% | 加仓 |
| IiShares安硕IEMG |
| 3.01% | 3.63% | $411.7万 | 5.0万股 | $383.5万 | 5.5万股 | -5,289股-9.62% | 减仓 |
| C资本集团成长ETFCGGR |
| 2.63% | 2.89% | $359.9万 | 7.6万股 | $304.8万 | 7.6万股 | +425股+0.56% | 加仓 |
| IiShares安硕信托EFG |
| 2.56% | 2.85% | $350.6万 | 2.8万股 | $300.3万 | 2.7万股 | +1,218股+4.52% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 2.11% | 0.56% | $288.4万 | 3.8万股 | $58.6万 | 7,683股 | +3.0万股+389.86% | 加仓 |
| IiShares安硕信托SGOV |
| 1.01% | 0.85% | $138.2万 | 1.4万股 | $90.0万 | 8,938股 | +4,787股+53.56% | 加仓 |
| G通用动力VTI |
| 0.87% | 2.77% | $119.3万 | 3,225股 | $291.8万 | 9,097股 | -5,872股-64.55% | 减仓 |
| S道富SPSM |
| 0.68% | 0.78% | $92.4万 | 1.6万股 | $82.1万 | 1.7万股 | -980股-5.77% | 减仓 |
| V先锋领航指数基金VUG |
| 0.63% | 0.74% | $86.2万 | 1.0万股 | $77.6万 | 1,777股 | +8,232股+463.25% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.51% | 0.25% | $69.8万 | 2.6万股 | $26.9万 | 1.0万股 | +1.6万股+156.75% | 加仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.58% | $69.6万 | 929股 | $61.4万 | 941股 | -12股-1.28% | 减仓 |
| V先锋领航指数基金VOO |
| 0.4% | 0.3% | $54.9万 | 799股 | $31.2万 | 523股 | +276股+52.77% | 加仓 |
| S嘉信策略信托SCHD |
| 0.36% | 0.5% | $49.4万 | 1.6万股 | $52.3万 | 1.7万股 | -1,474股-8.65% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.29% | 1.55% | $40.1万 | 7,912股 | $163.5万 | 3.3万股 | -2.5万股-75.81% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.25% | 6.37% | $33.5万 | 1.3万股 | $671.9万 | 25.6万股 | -24.3万股-95.00% | 减仓 |
| IiShares安硕信托XVV |
| 0.2% | 0.24% | $28.0万 | 4,931股 | $24.9万 | 5,053股 | -122股-2.41% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.16% | 0.26% | $22.4万 | 5,639股 | $27.5万 | 7,177股 | -1,538股-21.43% | 减仓 |
 强生JNJ |
| 0.11% | 0.14% | $14.7万 | 577股 | $15.3万 | 625股 | -48股-7.68% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.11% | 0.13% | $14.5万 | 1,395股 | $13.3万 | 1,373股 | +22股+1.60% | 加仓 |
 谷歌AGOOGL |
| 0.09% | 0.09% | $12.2万 | 341股 | $9.8万 | 341股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.08% | 0.09% | $10.4万 | 841股 | $9.0万 | 210股 | +631股+300.48% | 加仓 |
| V先锋领航指数基金VV |
| 0.08% | 0.09% | $10.3万 | 300股 | $9.1万 | 305股 | -5股-1.64% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.07% | 0.09% | $10.0万 | 1,337股 | $9.6万 | 1,438股 | -101股-7.02% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.07% | 0.12% | $9.8万 | 2,093股 | $12.5万 | 3,049股 | -956股-31.35% | 减仓 |
 好市多COST |
| 0.07% | 0.09% | $9.2万 | 99股 | $9.8万 | 99股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.05% | 0.06% | $7.3万 | 252股 | $6.4万 | 252股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.05% | 0.05% | $7.1万 | 191股 | $5.6万 | 197股 | -6股-3.05% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.05% | 0.05% | $6.2万 | 1,487股 | $5.5万 | 1,487股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.05% | <0.01% | $6.2万 | 1,032股 | $3,081 | 57股 | +975股+1,710.53% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.04% | — | $5.9万 | 1,176股 | $0 | 0股 | +1,176股 | 新买入 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.04% | 0.05% | $5.8万 | 834股 | $5.2万 | 834股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.04% | 0.04% | $5.8万 | 146股 | $4.6万 | 146股 | 00.00% | 持仓不变 |
 GENERAL MILLS COMGIS |
| 0.04% | 0.06% | $5.6万 | 1,615股 | $6.0万 | 1,615股 | 00.00% | 持仓不变 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 0.04% | 0.04% | $5.5万 | 643股 | $4.6万 | 637股 | +6股+0.94% | 加仓 |
| IiShares安硕信托ITOT |
| 0.04% | 0.04% | $5.3万 | 321股 | $4.6万 | 320股 | +1股+0.31% | 加仓 |
| BBANK OF AMERBAC |
| 0.04% | 0.07% | $5.2万 | 918股 | $7.3万 | 1,489股 | -571股-38.35% | 减仓 |
| S嘉信策略信托SCHF |
| 0.04% | 0.05% | $5.0万 | 1,797股 | $4.9万 | 1,963股 | -166股-8.46% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.04% | 0.04% | $4.8万 | 118股 | $4.2万 | 118股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.03% | 0.03% | $4.7万 | 548股 | $3.7万 | 474股 | +74股+15.61% | 加仓 |
 艾伯维ABBV |
| 0.03% | 0.04% | $4.4万 | 175股 | $3.8万 | 175股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.03% | 0.04% | $4.4万 | 967股 | $3.8万 | 898股 | +69股+7.68% | 加仓 |
