| IiShares安硕信托IEFA |
| 16.06% | 18.75% | $2,505.0万 | 25.9万股 | $2,250.8万 | 24.5万股 | +1.4万股+5.73% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 13.7% | 12% | $2,138.0万 | 22.6万股 | $1,440.7万 | 15.1万股 | +7.5万股+49.46% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 10.95% | 11.7% | $1,709.1万 | 31.0万股 | $1,404.0万 | 25.4万股 | +5.6万股+22.00% | 加仓 |
| IiShares安硕IEMG |
| 9.11% | 10.2% | $1,420.9万 | 17.2万股 | $1,224.7万 | 17.4万股 | -2,620股-1.50% | 减仓 |
| I景顺自营指数基金BSCR |
| 8.2% | — | $1,279.6万 | 65.2万股 | $0 | 0股 | +65.2万股 | 新买入 |
| IiShares安硕信托IVV |
| 7.39% | 8.31% | $1,152.2万 | 1.5万股 | $997.9万 | 1.5万股 | +321股+2.13% | 加仓 |
| IiShares安硕·COREIJR |
| 5.69% | 5.69% | $887.8万 | 6.0万股 | $682.3万 | 5.4万股 | +5,936股+11.01% | 加仓 |
| IiShares安硕·COREIJH |
| 4.54% | 4.62% | $707.5万 | 9.2万股 | $554.0万 | 8.1万股 | +1.1万股+13.54% | 加仓 |
| BBNY MELLON ETF TRUSTBKGI |
| 3.62% | — | $564.7万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| SSPDR道富指数基金SPDW |
| 2.05% | 2.29% | $319.7万 | 6.3万股 | $274.8万 | 5.9万股 | +4,182股+7.06% | 加仓 |
| S道富SPSM |
| 1.99% | 1.99% | $309.8万 | 5.4万股 | $238.8万 | 4.9万股 | +5,198股+10.71% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.85% | — | $288.9万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| IiShares安硕信托GVI |
| 1.79% | 1.59% | $280.0万 | 2.6万股 | $191.2万 | 1.8万股 | +8,323股+46.31% | 加仓 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 1.74% | 2.53% | $272.2万 | 6.2万股 | $303.2万 | 6.2万股 | +255股+0.41% | 加仓 |
| S嘉信·USSCHX |
| 1.73% | 1.59% | $270.5万 | 9.2万股 | $191.2万 | 7.4万股 | +1.8万股+24.99% | 加仓 |
| IiShares安硕信托GVI |
| 1.72% | 3.42% | $268.0万 | 2.5万股 | $410.3万 | 3.9万股 | -1.4万股-35.33% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.05% | 1.36% | $164.1万 | 1.6万股 | $162.9万 | 1.7万股 | -759股-4.58% | 减仓 |
| S嘉信策略信托SCHF |
| 0.99% | 0.49% | $155.2万 | 5.6万股 | $59.3万 | 2.4万股 | +3.2万股+137.39% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.98% | — | $152.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.81% | 0.65% | $126.1万 | 1,688股 | $78.0万 | 1,183股 | +505股+42.69% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.81% | 0.91% | $126.0万 | 2.4万股 | $109.3万 | 2.3万股 | +1,075股+4.62% | 加仓 |
| SSPDR道富指数基金RWO |
| 0.78% | 3.52% | $121.4万 | 2.4万股 | $422.1万 | 9.0万股 | -6.6万股-72.99% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.67% | 0.74% | $105.2万 | 3.6万股 | $88.4万 | 3.5万股 | +1,631股+4.70% | 加仓 |
| S嘉信策略信托SCHE |
| 0.58% | 0.68% | $90.5万 | 2.5万股 | $81.3万 | 2.5万股 | +308股+1.25% | 加仓 |
| S嘉信策略信托SCHM |
| 0.44% | 0.27% | $68.5万 | 1.9万股 | $33.0万 | 1.0万股 | +8,090股+77.15% | 加仓 |
| IiShares安硕信托IWV |
| 0.28% | 0.32% | $43.2万 | 1,013股 | $38.2万 | 1,018股 | -5股-0.49% | 减仓 |
| S道富SPMD |
| 0.21% | 0.26% | $32.8万 | 4,856股 | $30.7万 | 5,113股 | -257股-5.03% | 减仓 |
| V先锋领航指数基金VB |
| 0.14% | 0.2% | $21.5万 | 710股 | $23.5万 | 885股 | -175股-19.77% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.13% | — | $20.5万 | 8,852股 | $0 | 0股 | +8,852股 | 新买入 |
