| IiShares安硕信托IVV |
| 14.62% | 14.53% | $1.79亿 | 27.4万股 | $1.82亿 | 27.8万股 | -4,473股-1.61% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 10.25% | 10.12% | $1.25亿 | 210.6万股 | $1.27亿 | 212.6万股 | -2.0万股-0.95% | 减仓 |
| IiShares安硕信托IEFA |
| 8.25% | 8.12% | $1.01亿 | 111.4万股 | $1.02亿 | 112.2万股 | -7,486股-0.67% | 减仓 |
| S嘉信·USSCHX |
| 5.08% | 4.97% | $6,215.7万 | 242.4万股 | $6,220.9万 | 242.6万股 | -2,029股-0.08% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 5.07% | 5% | $6,198.1万 | 255.4万股 | $6,253.5万 | 257.7万股 | -2.3万股-0.89% | 减仓 |
| IiShares安硕·COREIJH |
| 5.06% | 5.01% | $6,183.5万 | 91.6万股 | $6,264.8万 | 92.8万股 | -1.2万股-1.30% | 减仓 |
| IiShares安硕·COREIJR |
| 4.64% | 4.59% | $5,671.4万 | 45.6万股 | $5,746.2万 | 46.2万股 | -6,016股-1.30% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 4.06% | 3.99% | $4,961.0万 | 25.8万股 | $4,993.8万 | 26.0万股 | -1,711股-0.66% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.7% | 3.66% | $4,525.6万 | 86.1万股 | $4,578.6万 | 87.1万股 | -1.0万股-1.16% | 减仓 |
| WWORLD GOLD TRGLD |
| 3.53% | 3.47% | $4,316.8万 | 46.6万股 | $4,338.0万 | 46.8万股 | -2,279股-0.49% | 减仓 |
 iShares安硕·MBSACGL |
| 3.03% | 2.99% | $3,700.5万 | 39.0万股 | $3,735.8万 | 39.3万股 | -3,726股-0.95% | 减仓 |
| S嘉信策略信托SCHF |
| 2.51% | 2.47% | $3,076.2万 | 124.3万股 | $3,086.4万 | 124.7万股 | -4,113股-0.33% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.73% | 1.71% | $2,115.4万 | 39.1万股 | $2,133.5万 | 39.5万股 | -3,346股-0.85% | 减仓 |
| IiShares安硕信托SGOV |
| 1.6% | 1.57% | $1,962.9万 | 19.5万股 | $1,963.7万 | 19.5万股 | -80股-0.04% | 减仓 |
| S嘉信策略信托SCHM |
| 1.41% | 1.39% | $1,726.0万 | 55.8万股 | $1,733.1万 | 56.0万股 | -2,274股-0.41% | 减仓 |
| S嘉信·USSCHA |
| 1.28% | 1.26% | $1,567.1万 | 53.9万股 | $1,573.9万 | 54.1万股 | -2,333股-0.43% | 减仓 |
 苹果AAPL |
| 1.26% | 1.25% | $1,546.7万 | 6.1万股 | $1,564.3万 | 6.2万股 | -691股-1.12% | 减仓 |
| V先锋领航指数基金VOO |
| 0.99% | 0.98% | $1,208.5万 | 2.0万股 | $1,227.4万 | 2.1万股 | -315股-1.53% | 减仓 |
 摩根大通JPM |
| 0.91% | 0.91% | $1,117.9万 | 3.8万股 | $1,143.5万 | 3.9万股 | -869股-2.24% | 减仓 |
| AABRDN BLOOMBERGBCI |
| 0.86% | 0.84% | $1,052.3万 | 43.3万股 | $1,053.8万 | 43.4万股 | -589股-0.14% | 减仓 |
 应用材料AMAT |
| 0.66% | 0.31% | $807.2万 | 1.1万股 | $381.6万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.62% | 1.02% | $753.0万 | 17.7万股 | $1,275.2万 | 30.0万股 | -12.3万股-40.95% | 减仓 |
 谷歌AGOOGL |
| 0.59% | 0.59% | $717.5万 | 2.5万股 | $740.5万 | 2.6万股 | -800股-3.11% | 减仓 |
 微软MSFT |
| 0.54% | 0.57% | $661.0万 | 1.8万股 | $708.2万 | 1.9万股 | -1,275股-6.66% | 减仓 |
| S嘉信策略信托SCHE |
| 0.51% | 0.5% | $619.9万 | 18.8万股 | $621.7万 | 18.9万股 | -554股-0.29% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.48% | 0.47% | $581.6万 | 3.2万股 | $588.9万 | 3.2万股 | -396股-1.24% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.46% | $550.3万 | 1.9万股 | $579.3万 | 2.0万股 | -1,011股-5.01% | 减仓 |
 强生JNJ |
| 0.43% | 0.46% | $531.0万 | 2.2万股 | $577.9万 | 2.4万股 | -1,919股-8.12% | 减仓 |
 埃克森美孚XOM |
| 0.41% | 0.51% | $506.4万 | 3.0万股 | $642.4万 | 3.8万股 | -8,015股-21.17% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.36% | 0.36% | $444.9万 | 2.0万股 | $450.9万 | 2.1万股 | -273股-1.32% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.33% | $413.0万 | 2.0万股 | $414.1万 | 2.0万股 | -55股-0.28% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.32% | 0.32% | $397.4万 | 3.0万股 | $401.2万 | 3.0万股 | -290股-0.96% | 减仓 |
 雷神技术RTX |
| 0.32% | 0.34% | $388.4万 | 2.0万股 | $423.0万 | 2.2万股 | -1,793股-8.18% | 减仓 |
 AMD超威AMD |
| 0.27% | 0.09% | $326.8万 | 5,625股 | $114.4万 | 5,625股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.25% | 0.12% | $306.3万 | 8,982股 | $145.5万 | 9,077股 | -95股-1.05% | 减仓 |
 百事可乐PEP |
| 0.25% | 0.25% | $301.3万 | 1.9万股 | $317.9万 | 2.0万股 | -1,070股-5.23% | 减仓 |
 英伟达NVDA |
| 0.25% | 0.24% | $299.8万 | 1.7万股 | $299.8万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.24% | 0.24% | $297.4万 | 2.2万股 | $297.4万 | 2.2万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.24% | 0.25% | $296.1万 | 2.4万股 | $318.1万 | 2.6万股 | -1,772股-6.92% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.21% | 0.21% | $257.0万 | 4.0万股 | $257.0万 | 4.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.27% | $255.5万 | 3,928股 | $340.1万 | 5,229股 | -1,301股-24.88% | 减仓 |
| C花旗集团C |
| 0.21% | 0.2% | $254.2万 | 2.2万股 | $256.4万 | 2.3万股 | -190股-0.84% | 减仓 |
 思科CSCO |
| 0.19% | 0.2% | $236.6万 | 3.0万股 | $243.9万 | 3.1万股 | -948股-3.02% | 减仓 |
| S嘉信策略信托SCHD |
| 0.19% | 0.19% | $236.5万 | 7.7万股 | $237.7万 | 7.7万股 | -399股-0.51% | 减仓 |
| IIBMIBM |
| 0.19% | 0.27% | $226.4万 | 9,342股 | $339.4万 | 1.4万股 | -4,661股-33.29% | 减仓 |
 麦当劳MCD |
| 0.18% | 0.22% | $221.4万 | 7,125股 | $274.1万 | 8,820股 | -1,695股-19.22% | 减仓 |
 艾伯维ABBV |
| 0.18% | 0.19% | $221.2万 | 1.0万股 | $242.8万 | 1.1万股 | -997股-8.93% | 减仓 |
 威瑞森VZ |
| 0.18% | 0.18% | $216.5万 | 4.3万股 | $222.7万 | 4.4万股 | -1,243股-2.80% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.16% | 0.16% | $201.6万 | 4.4万股 | $201.6万 | 4.4万股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.16% | 0.16% | $199.7万 | 8.6万股 | $199.7万 | 8.6万股 | 00.00% | 持仓不变 |
