| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 37.08% | — | $8,809.2万 | 209.8万股 | $0 | 0股 | +209.8万股 | 新买入 |
| IiShares安硕信托AGG |
| 31.96% | 0.05% | $7,592.6万 | 78.8万股 | $23.1万 | 2,272股 | +78.6万股+34,587.76% | 加仓 |
| S嘉信策略信托SCHF |
| 12.22% | — | $2,904.0万 | 103.2万股 | $0 | 0股 | +103.2万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 11.26% | 14.72% | $2,674.3万 | 7.5万股 | $6,253.5万 | 16.6万股 | -9.1万股-54.83% | 减仓 |
| IiShares安硕·COREIJR |
| 5.33% | 0.26% | $1,265.8万 | 14.5万股 | $110.7万 | 1.2万股 | +13.3万股+1,111.51% | 加仓 |
| IiShares安硕信托IWD |
| 0.56% | — | $132.9万 | 9,771股 | $0 | 0股 | +9,771股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.44% | 0.41% | $104.5万 | 7,735股 | $172.9万 | 1.2万股 | -4,314股-35.80% | 减仓 |
| G通用动力VTI |
| 0.31% | 0.06% | $73.1万 | 4,072股 | $25.2万 | 1,338股 | +2,734股+204.33% | 加仓 |
 苹果AAPL |
| 0.25% | 4.25% | $59.1万 | 4,274股 | $1,804.9万 | 13.2万股 | -12.8万股-96.76% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.19% | 0.04% | $45.2万 | 9,391股 | $15.9万 | 3,179股 | +6,212股+195.41% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.15% | — | $35.4万 | 7,981股 | $0 | 0股 | +7,981股 | 新买入 |
 特斯拉TSLA |
| 0.15% | 0.03% | $34.6万 | 1,306股 | $13.5万 | 200股 | +1,106股+553.00% | 加仓 |
 SMARTFINANCIAL COM NEWSMBK |
| 0.12% | — | $28.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
