| S嘉信·USSCHX |
| 13.44% | 12.56% | $5,094.9万 | 173.1万股 | $4,449.0万 | 173.5万股 | -3,983股-0.23% | 减仓 |
| S嘉信策略信托SCHF |
| 8.98% | 8.67% | $3,402.5万 | 122.8万股 | $3,072.6万 | 124.1万股 | -1.3万股-1.06% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 7.57% | 7.8% | $2,867.4万 | 59.4万股 | $2,761.6万 | 57.0万股 | +2.4万股+4.28% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 6.44% | 6.64% | $2,441.4万 | 46.6万股 | $2,351.0万 | 44.7万股 | +1.9万股+4.14% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 5.42% | 5.62% | $2,054.0万 | 85.1万股 | $1,990.2万 | 82.0万股 | +3.1万股+3.76% | 加仓 |
| V先锋领航·TOTALBND |
| 5.08% | 5.26% | $1,924.2万 | 26.2万股 | $1,862.6万 | 25.3万股 | +9,181股+3.63% | 加仓 |
| S嘉信策略信托SCHM |
| 4.43% | 4.02% | $1,678.6万 | 45.5万股 | $1,424.5万 | 46.0万股 | -4,843股-1.05% | 减仓 |
| S嘉信策略信托SCHD |
| 3.92% | 4.07% | $1,485.0万 | 46.8万股 | $1,440.2万 | 46.9万股 | -1,137股-0.24% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.48% | 3.31% | $1,320.6万 | 6.2万股 | $1,174.0万 | 6.1万股 | +893股+1.46% | 加仓 |
| S嘉信·USSCHA |
| 3.42% | 2.99% | $1,295.4万 | 35.9万股 | $1,059.2万 | 36.4万股 | -5,708股-1.57% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 3.24% | 3.17% | $1,228.3万 | 51.9万股 | $1,121.9万 | 52.2万股 | -3,335股-0.64% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.47% | 2.27% | $934.5万 | 27.6万股 | $802.6万 | 27.6万股 | +620股+0.23% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.46% | 2.34% | $934.1万 | 26.8万股 | $827.6万 | 27.1万股 | -3,005股-1.11% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.41% | 2.34% | $912.4万 | 15.3万股 | $829.4万 | 15.3万股 | -593股-0.39% | 减仓 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 2.19% | 2.79% | $829.5万 | 4.6万股 | $987.1万 | 4.5万股 | +659股+1.46% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 2.14% | 2.23% | $810.5万 | 16.8万股 | $791.0万 | 16.9万股 | -789股-0.47% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 2% | 1.95% | $757.8万 | 18.6万股 | $690.3万 | 18.9万股 | -2,330股-1.24% | 减仓 |
| S嘉信策略信托SCHE |
| 1.99% | 1.94% | $755.6万 | 20.8万股 | $687.3万 | 20.9万股 | -227股-0.11% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.15% | 1.22% | $435.0万 | 5.6万股 | $432.3万 | 5.5万股 | +710股+1.29% | 加仓 |
| S道富MDYG |
| 0.9% | 0.83% | $339.9万 | 3.0万股 | $295.1万 | 3.1万股 | -421股-1.37% | 减仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.82% | $325.9万 | 4,351股 | $289.5万 | 4,432股 | -81股-1.83% | 减仓 |
| IISHARES TR NORTH AMERN NATIGE |
| 0.82% | 0.98% | $312.3万 | 5.6万股 | $346.3万 | 5.5万股 | +557股+1.01% | 加仓 |
| S道富MDYV |
| 0.77% | 0.74% | $292.5万 | 3.1万股 | $263.4万 | 3.1万股 | -89股-0.29% | 减仓 |
| IiShares安硕信托IGIB |
| 0.73% | 0.77% | $274.8万 | 5.2万股 | $273.3万 | 5.1万股 | +336股+0.65% | 加仓 |
 苹果AAPL |
| 0.62% | 0.59% | $236.7万 | 8,179股 | $207.5万 | 8,177股 | +2股+0.02% | 加仓 |
 谷歌AGOOGL |
| 0.54% | 0.47% | $205.3万 | 5,745股 | $165.2万 | 5,745股 | 00.00% | 持仓不变 |
| IiShares安硕信托IMCG |
| 0.53% | 0.49% | $201.3万 | 2.0万股 | $174.1万 | 2.2万股 | -1,626股-7.36% | 减仓 |
| IiShares安硕信托IEFA |
| 0.53% | 0.53% | $200.7万 | 2.1万股 | $187.1万 | 2.1万股 | +109股+0.53% | 加仓 |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG |
| 0.53% | 0.65% | $200.5万 | 2.0万股 | $230.5万 | 2.1万股 | -581股-2.76% | 减仓 |
| IINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETFRSPM |
| 0.51% | 0.56% | $193.7万 | 5.0万股 | $198.5万 | 5.1万股 | -1,206股-2.35% | 减仓 |
| G通用动力VTI |
| 0.5% | 0.47% | $190.8万 | 5,156股 | $165.4万 | 5,155股 | +1股+0.02% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.5% | 0.47% | $189.4万 | 1.7万股 | $166.8万 | 1.8万股 | -281股-1.59% | 减仓 |
| S道富SLYG |
| 0.49% | 0.44% | $187.0万 | 1.6万股 | $154.1万 | 1.6万股 | -249股-1.56% | 减仓 |
| IiShares安硕信托IMCV |
| 0.42% | 0.44% | $159.6万 | 1.7万股 | $157.0万 | 1.9万股 | -1,051股-5.68% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.39% | $156.7万 | 2,099股 | $136.5万 | 2,099股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.39% | 0.37% | $149.0万 | 6,251股 | $130.2万 | 6,251股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.38% | 0.5% | $143.4万 | 1.0万股 | $178.5万 | 1.1万股 | -37股-0.35% | 减仓 |
 联合太平洋铁路UNP |
| 0.37% | 0.36% | $141.1万 | 5,188股 | $125.9万 | 5,188股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHV |
| 0.37% | 0.39% | $140.3万 | 1.3万股 | $138.8万 | 1.3万股 | +140股+1.11% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.3% | 0.3% | $113.8万 | 7,200股 | $106.6万 | 7,200股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.28% | 0.26% | $106.2万 | 1.4万股 | $93.0万 | 1.4万股 | -5股-0.04% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.25% | 0.27% | $94.2万 | 1.2万股 | $94.3万 | 1.2万股 | +67股+0.55% | 加仓 |
 好市多COST |
| 0.22% | 0.26% | $85.1万 | 910股 | $90.7万 | 910股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.22% | 0.22% | $83.8万 | 8,785股 | $76.2万 | 8,793股 | -8股-0.09% | 减仓 |
 GE航空GE |
| 0.21% | 0.17% | $81.3万 | 2,176股 | $61.8万 | 2,176股 | 00.00% | 持仓不变 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.21% | 0.2% | $79.9万 | 7,810股 | $72.2万 | 7,638股 | +172股+2.25% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.2% | 0.19% | $74.6万 | 4,750股 | $65.7万 | 4,750股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.2% | 0.16% | $74.4万 | 1,010股 | $58.3万 | 1,010股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHYG |
| 0.19% | 0.2% | $71.1万 | 1.7万股 | $70.7万 | 1.7万股 | +64股+0.38% | 加仓 |
| IiShares安硕信托IVW |
| 0.19% | 0.16% | $70.4万 | 5,118股 | $58.1万 | 5,140股 | -22股-0.43% | 减仓 |
