| G通用动力VTI |
| 20.35% | 15.78% | $2.39亿 | 64.6万股 | $1.91亿 | 59.4万股 | +5.2万股+8.82% | 加仓 |
| V先锋领航·FTSEVEA |
| 17.9% | 15.46% | $2.10亿 | 295.4万股 | $1.87亿 | 291.4万股 | +4.0万股+1.38% | 加仓 |
| IiShares安硕信托IEI |
| 14.44% | 15.69% | $1.70亿 | 144.5万股 | $1.89亿 | 159.7万股 | -15.2万股-9.49% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.15% | 6.32% | $6,052.7万 | 102.6万股 | $7,626.8万 | 128.1万股 | -25.5万股-19.87% | 减仓 |
| IiShares黄金信托IAU |
| 5.01% | 6.7% | $5,890.6万 | 78.0万股 | $8,086.8万 | 91.7万股 | -13.7万股-14.95% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 4.93% | 3.58% | $5,802.0万 | 79.6万股 | $4,321.7万 | 79.1万股 | +5,084股+0.64% | 加仓 |
| I景顺QQQ信托VOO |
| 4.77% | — | $5,607.3万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.55% | 3.93% | $5,348.1万 | 172.0万股 | $4,741.6万 | 170.3万股 | +1.7万股+1.00% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.89% | 3.19% | $4,568.4万 | 157.7万股 | $3,852.6万 | 153.5万股 | +4.3万股+2.78% | 加仓 |
| SSPDR黄金信托GLD |
| 3.43% | 4.5% | $4,033.9万 | 11.0万股 | $5,429.7万 | 12.6万股 | -1.7万股-13.22% | 减仓 |
| IiShares安硕信托IWV |
| 2.7% | 2.87% | $3,177.5万 | 7.5万股 | $3,459.3万 | 9.3万股 | -1.9万股-20.15% | 减仓 |
| CCOHEN & STEERS ETF TRUSTCSEN |
| 2.69% | — | $3,157.0万 | 133.5万股 | $0 | 0股 | +133.5万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.48% | 2.21% | $2,921.4万 | 28.1万股 | $2,663.7万 | 27.4万股 | +6,984股+2.55% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.24% | 1.92% | $2,636.2万 | 12.0万股 | $2,318.7万 | 12.1万股 | -748股-0.62% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.08% | 1.66% | $2,451.3万 | 25.4万股 | $2,000.1万 | 22.5万股 | +2.9万股+12.74% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.55% | 0.51% | $643.0万 | 6.9万股 | $613.2万 | 6.9万股 | -464股-0.67% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.52% | 0.43% | $612.6万 | 14.9万股 | $522.0万 | 14.7万股 | +2,392股+1.63% | 加仓 |
| IiShares安硕信托IEFA |
| 0.45% | 0.41% | $524.2万 | 5.4万股 | $491.4万 | 5.4万股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.21% | 0.11% | $246.1万 | 2.4万股 | $135.8万 | 1.4万股 | +1.0万股+75.57% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.2% | — | $235.3万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| IiShares安硕信托EFG |
| 0.18% | 0.17% | $209.2万 | 1.7万股 | $210.3万 | 1.9万股 | -2,065股-10.94% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.15% | 0.09% | $171.4万 | 8,999股 | $107.2万 | 8,063股 | +936股+11.61% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.14% | — | $168.3万 | 5,556股 | $0 | 0股 | +5,556股 | 新买入 |
| IINVESTMENT MANAGERS SER TR IFPAG |
| 0.14% | 0.14% | $163.8万 | 4.1万股 | $171.2万 | 4.7万股 | -6,370股-13.50% | 减仓 |
| RRBB FUND TRUSTFEOE |
| 0.12% | 1.3% | $140.1万 | 2.6万股 | $1,568.1万 | 31.1万股 | -28.5万股-91.56% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.1% | 0.09% | $121.9万 | 2.8万股 | $113.0万 | 2.8万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.08% | 0.06% | $93.2万 | 2,607股 | $75.0万 | 2,607股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.07% | 0.06% | $86.1万 | 2.9万股 | $75.0万 | 2.9万股 | -1股-0.00% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.06% | 0.06% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.05% | 0.05% | $62.5万 | 2,160股 | $54.8万 | 2,160股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.04% | 3.66% | $48.3万 | 703股 | $4,414.1万 | 7.6万股 | -7.6万股-99.08% | 减仓 |
| IiShares安硕信托EFV |
| 0.04% | 0.04% | $45.7万 | 5,972股 | $44.4万 | 5,972股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.04% | 0.03% | $42.3万 | 1,134股 | $42.0万 | 1,134股 | 00.00% | 持仓不变 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.03% | 0.03% | $39.2万 | 7,364股 | $38.9万 | 7,364股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.03% | 0.02% | $33.5万 | 448股 | $29.1万 | 448股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 0.03% | 0.03% | $32.1万 | 6,000股 | $40.9万 | 6,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.03% | 0.02% | $31.8万 | 1,313股 | $28.1万 | 1,313股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.02% | 0.02% | $27.1万 | 3,695股 | $27.2万 | 3,695股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.02% | — | $26.6万 | 250股 | $0 | 0股 | +250股 | 新买入 |
| IiShares安硕信托IDV |
| 0.02% | 0.02% | $23.0万 | 5,550股 | $23.6万 | 5,550股 | 00.00% | 持仓不变 |
 WELLTOWER COMWELL |
| 0.02% | — | $21.7万 | 957股 | $0 | 0股 | +957股 | 新买入 |
| IiShares安硕信托DVY |
| 0.02% | 0.02% | $21.1万 | 1,347股 | $20.4万 | 1,347股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.02% | — | $20.4万 | 856股 | $0 | 0股 | +856股 | 新买入 |
 强生JNJ |
| 0.02% | — | $20.0万 | 789股 | $0 | 0股 | +789股 | 新买入 |
