| IiShares安硕信托IVV |
| 14.29% | 14.17% | $2,016.4万 | 2.7万股 | $1,859.8万 | 2.8万股 | -1,547股-5.43% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 7.74% | 7.86% | $1,091.8万 | 26.5万股 | $1,031.3万 | 26.5万股 | -50股-0.02% | 减仓 |
| SSPDR道富系列信托SPYG |
| 7.49% | 6.95% | $1,056.6万 | 8.9万股 | $912.6万 | 9.3万股 | -4,407股-4.73% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 7.47% | 7.5% | $1,053.9万 | 12.8万股 | $985.1万 | 13.0万股 | -2,302股-1.77% | 减仓 |
| IISHARES BROADUSIG |
| 7.18% | 7.56% | $1,013.4万 | 19.8万股 | $992.0万 | 19.4万股 | +3,941股+2.04% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 6.83% | 6.07% | $963.6万 | 24.0万股 | $797.4万 | 23.6万股 | +4,140股+1.76% | 加仓 |
 iShares安硕·MBSACGL |
| 5.45% | 6.06% | $769.5万 | 8.1万股 | $795.4万 | 8.4万股 | -2,360股-2.82% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 5.22% | 5.18% | $737.1万 | 9.3万股 | $679.8万 | 9.5万股 | -1,916股-2.02% | 减仓 |
| S嘉信策略信托SCHR |
| 4.9% | 5.55% | $691.7万 | 28.0万股 | $728.4万 | 29.2万股 | -1.2万股-4.07% | 减仓 |
| S道富SPYV |
| 4.61% | 4.43% | $650.2万 | 10.7万股 | $581.0万 | 10.3万股 | +4,262股+4.15% | 加仓 |
| IiShares安硕信托IVW |
| 3.44% | 3.14% | $486.0万 | 3.5万股 | $411.8万 | 3.6万股 | -1,068股-2.93% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.44% | 2.61% | $343.7万 | 1.5万股 | $342.2万 | 1.6万股 | -1,068股-6.59% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.07% | 2.36% | $291.7万 | 12.1万股 | $310.4万 | 12.8万股 | -7,056股-5.52% | 减仓 |
| S道富SPMD |
| 1.92% | 1.73% | $270.3万 | 4.0万股 | $227.1万 | 3.8万股 | +1,652股+4.31% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.34% | 1.27% | $188.8万 | 5.4万股 | $167.3万 | 5.5万股 | -600股-1.09% | 减仓 |
| IiShares安硕信托IEFA |
| 1.25% | 1.27% | $176.9万 | 1.8万股 | $167.1万 | 1.8万股 | -138股-0.75% | 减仓 |
| V先锋领航指数基金VTV |
| 1.08% | 1.05% | $152.9万 | 7,016股 | $137.7万 | 7,016股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.9% | 0.79% | $126.7万 | 1.5万股 | $103.3万 | 1.5万股 | +862股+5.93% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.79% | 0.79% | $111.9万 | 3.3万股 | $104.2万 | 3.6万股 | -2,683股-7.50% | 减仓 |
| IiShares安硕信托GVI |
| 0.78% | 0.82% | $109.8万 | 1.0万股 | $108.3万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.74% | 0.94% | $104.1万 | 2.0万股 | $123.2万 | 2.3万股 | -3,585股-15.30% | 减仓 |
| S嘉信策略信托SCHM |
| 0.64% | 0.58% | $90.0万 | 2.4万股 | $76.6万 | 2.5万股 | -330股-1.33% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.55% | 0.56% | $78.2万 | 4,322股 | $74.1万 | 4,482股 | -160股-3.57% | 减仓 |
| IiShares安硕信托IWY |
| 0.54% | 0.5% | $76.5万 | 2,634股 | $65.5万 | 2,634股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.51% | 0.51% | $72.6万 | 9,415股 | $67.0万 | 9,922股 | -507股-5.11% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.47% | 0.51% | $66.2万 | 1,617股 | $67.2万 | 1,884股 | -267股-14.17% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.43% | 0.4% | $60.5万 | 4,734股 | $51.9万 | 4,734股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.42% | 0.38% | $60.0万 | 7,238股 | $50.2万 | 7,195股 | +43股+0.60% | 加仓 |
 苹果AAPL |
| 0.4% | 0.38% | $57.1万 | 1,973股 | $50.1万 | 1,973股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.4% | 0.38% | $56.4万 | 6,999股 | $50.4万 | 1,754股 | +5,245股+299.03% | 加仓 |
| IiShares安硕信托IDEV |
| 0.4% | 0.41% | $56.0万 | 6,288股 | $53.4万 | 6,388股 | -100股-1.57% | 减仓 |
| S嘉信策略信托SCHF |
| 0.37% | 0.34% | $51.5万 | 1.9万股 | $44.7万 | 1.8万股 | +523股+2.89% | 加仓 |
| IiShares安硕信托IWX |
| 0.34% | 0.32% | $47.7万 | 4,537股 | $42.0万 | 4,537股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.32% | 0.3% | $44.7万 | 3,016股 | $39.8万 | 3,201股 | -185股-5.78% | 减仓 |
| IiShares安硕信托IXUS |
| 0.26% | 0.25% | $36.3万 | 3,800股 | $32.2万 | 3,722股 | +78股+2.10% | 加仓 |
| S嘉信策略信托SCHD |
| 0.26% | 0.27% | $36.2万 | 1.1万股 | $35.0万 | 1.1万股 | +5股+0.04% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.25% | 0.24% | $35.5万 | 1,617股 | $31.0万 | 1,617股 | 00.00% | 持仓不变 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.25% | 0.24% | $35.1万 | 7,479股 | $31.8万 | 7,479股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.25% | 0.24% | $35.0万 | 6,752股 | $31.7万 | 6,752股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.25% | 0.28% | $34.8万 | 7,444股 | $36.7万 | 7,823股 | -379股-4.84% | 减仓 |
 ATLANTIC UN BANKSHARESAUB |
| 0.23% | 0.21% | $32.5万 | 7,679股 | $27.4万 | 7,679股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.22% | 0.23% | $31.7万 | 1,250股 | $30.6万 | 1,250股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.22% | 0.19% | $30.6万 | 810股 | $25.1万 | 810股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.2% | 0.21% | $28.8万 | 3,997股 | $27.4万 | 4,147股 | -150股-3.62% | 减仓 |
| IiShares安硕信托IGIB |
| 0.19% | 0.22% | $27.2万 | 5,107股 | $29.1万 | 5,470股 | -363股-6.64% | 减仓 |
 麦当劳MCD |
| 0.19% | 0.25% | $26.4万 | 975股 | $33.4万 | 1,075股 | -100股-9.30% | 减仓 |
| I景顺·S&PSPHQ |
| 0.16% | 0.14% | $22.2万 | 2,462股 | $18.5万 | 2,462股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.15% | 0.12% | $21.4万 | 850股 | $15.4万 | 850股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.15% | 0.16% | $21.2万 | 2,197股 | $20.4万 | 2,197股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.15% | 0.14% | $20.7万 | 2,912股 | $18.7万 | 2,912股 | 00.00% | 持仓不变 |
