| IiShares安硕信托IVV |
| 22.13% | 21.24% | $4.23亿 | 56.5万股 | $3.64亿 | 55.8万股 | +7,120股+1.28% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 15.05% | 14.73% | $2.88亿 | 70.3万股 | $2.53亿 | 70.8万股 | -5,589股-0.79% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 13.08% | 9.31% | $2.50亿 | 549.5万股 | $1.60亿 | 350.0万股 | +199.6万股+57.03% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 11.03% | 10.96% | $2.11亿 | 584.8万股 | $1.88亿 | 600.1万股 | -15.2万股-2.54% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 9.97% | 10.62% | $1.90亿 | 405.8万股 | $1.82亿 | 386.8万股 | +19.0万股+4.91% | 加仓 |
| S嘉信策略信托SCHM |
| 8.27% | 7.8% | $1.58亿 | 428.6万股 | $1.34亿 | 432.0万股 | -3.4万股-0.78% | 减仓 |
| IiShares安硕·COREIJH |
| 5.25% | 5.22% | $1.00亿 | 130.2万股 | $8,942.7万 | 132.4万股 | -2.2万股-1.69% | 减仓 |
| IiShares安硕信托IXUS |
| 3.64% | 3.74% | $6,954.9万 | 72.9万股 | $6,409.7万 | 74.0万股 | -1.1万股-1.50% | 减仓 |
| S嘉信·USSCHX |
| 3.32% | 3.41% | $6,352.4万 | 215.8万股 | $5,854.8万 | 228.3万股 | -12.5万股-5.47% | 减仓 |
| IiShares安硕·COREIJR |
| 3.18% | 3% | $6,070.7万 | 40.9万股 | $5,151.8万 | 41.4万股 | -5,111股-1.23% | 减仓 |
| S嘉信·USSCHA |
| 1.39% | 1.38% | $2,647.5万 | 73.3万股 | $2,368.4万 | 81.4万股 | -8.2万股-10.03% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 1.26% | 1.36% | $2,417.3万 | 61.8万股 | $2,337.8万 | 60.3万股 | +1.4万股+2.33% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.83% | 0.77% | $1,583.5万 | 5.3万股 | $1,323.8万 | 5.3万股 | -675股-1.26% | 减仓 |
| G通用动力VTI |
| 0.56% | 0.54% | $1,076.0万 | 2.9万股 | $932.8万 | 2.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.38% | 0.37% | $727.5万 | 9,742股 | $631.7万 | 9,714股 | +28股+0.29% | 加仓 |
| IiShares安硕信托AGG |
| 0.2% | 0.24% | $374.0万 | 3.8万股 | $404.6万 | 4.1万股 | -2,975股-7.30% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.09% | 4.92% | $177.4万 | 3.5万股 | $8,433.3万 | 166.6万股 | -163.1万股-97.89% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.06% | 0.06% | $119.5万 | 4.1万股 | $102.4万 | 4.1万股 | +456股+1.12% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.06% | 0.06% | $107.2万 | 4.6万股 | $94.7万 | 4.1万股 | +5,575股+13.67% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.05% | 0.05% | $94.3万 | 3.7万股 | $93.0万 | 3.6万股 | +10股+0.03% | 加仓 |
| V先锋领航指数基金VUG |
| 0.04% | 0.04% | $79.2万 | 9,198股 | $68.3万 | 1,563股 | +7,635股+488.48% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.03% | 0.04% | $63.3万 | 5,096股 | $62.1万 | 1,456股 | +3,640股+250.00% | 加仓 |
| I景顺QQQ信托VOO |
| 0.02% | 0.02% | $37.7万 | 513股 | $30.8万 | 533股 | -20股-3.75% | 减仓 |
| IiShares安硕信托IWD |
| 0.02% | 0.02% | $36.5万 | 1,504股 | $42.4万 | 1,984股 | -480股-24.19% | 减仓 |
| V先锋领航指数基金VOO |
| 0.02% | 0.02% | $33.9万 | 493股 | $29.5万 | 493股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.02% | 0.02% | $29.1万 | 1,454股 | $26.5万 | 1,522股 | -68股-4.47% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.01% | 0.01% | $27.8万 | 6,256股 | $24.3万 | 6,256股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.01% | 0.02% | $27.3万 | 1.3万股 | $32.7万 | 1.1万股 | +1,927股+17.11% | 加仓 |
 苹果AAPL |
| 0.01% | 0.01% | $26.5万 | 917股 | $25.6万 | 1,007股 | -90股-8.94% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.01% | — | $23.8万 | 2,780股 | $0 | 0股 | +2,780股 | 新买入 |
