| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 20.04% | 19.54% | $1.08亿 | 48.1万股 | $9,550.5万 | 47.4万股 | +6,801股+1.43% | 加仓 |
| G通用动力VTI |
| 9.35% | 9.41% | $5,047.9万 | 16.6万股 | $4,599.0万 | 16.7万股 | -1,246股-0.74% | 减仓 |
| S嘉信策略信托SCHF |
| 8.23% | 8.44% | $4,444.8万 | 201.1万股 | $4,123.1万 | 208.4万股 | -7.3万股-3.51% | 减仓 |
| IiShares安硕信托ITOT |
| 8.19% | 8.13% | $4,421.3万 | 32.7万股 | $3,972.5万 | 32.6万股 | +1,821股+0.56% | 加仓 |
| V先锋领航·MIDVO |
| 5.47% | 4.39% | $2,955.3万 | 10.6万股 | $2,147.7万 | 8.3万股 | +2.3万股+27.18% | 加仓 |
| V先锋领航指数基金VB |
| 4.62% | 4.2% | $2,492.5万 | 10.5万股 | $2,051.7万 | 9.3万股 | +1.3万股+13.68% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.21% | 5.57% | $2,273.7万 | 38.0万股 | $2,720.0万 | 45.8万股 | -7.8万股-16.98% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.13% | — | $2,231.9万 | 26.9万股 | $0 | 0股 | +26.9万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 2.67% | 2.66% | $1,441.9万 | 25.3万股 | $1,302.4万 | 25.6万股 | -3,315股-1.29% | 减仓 |
| S嘉信策略信托SCHE |
| 2.53% | 2.59% | $1,367.2万 | 45.4万股 | $1,265.1万 | 45.9万股 | -5,250股-1.14% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.42% | 2.7% | $1,307.0万 | 15.8万股 | $1,320.1万 | 16.1万股 | -3,844股-2.38% | 减仓 |
| V先锋领航指数基金VV |
| 2.38% | 2.37% | $1,283.6万 | 4.5万股 | $1,156.4万 | 4.5万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 1.87% | — | $1,007.5万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| S嘉信·USSCHP |
| 1.68% | 4.32% | $904.8万 | 33.9万股 | $2,112.1万 | 78.5万股 | -44.6万股-56.82% | 减仓 |
 iShares安硕·MBSACGL |
| 1.64% | 1.86% | $883.4万 | 9.4万股 | $908.6万 | 9.7万股 | -2,799股-2.89% | 减仓 |
| IiShares安硕信托IEI |
| 1.62% | 2.16% | $877.2万 | 7.4万股 | $1,056.4万 | 8.9万股 | -1.6万股-17.63% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.48% | 1.52% | $800.7万 | 9.0万股 | $742.3万 | 9.1万股 | -1,250股-1.38% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.37% | 1.28% | $737.9万 | 17.3万股 | $624.9万 | 17.4万股 | -887股-0.51% | 减仓 |
| SSPDR道富系列信托BILS |
| 1.35% | 0.72% | $730.5万 | 7.3万股 | $354.2万 | 3.6万股 | +3.8万股+106.38% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 1.17% | 1.71% | $634.4万 | 13.3万股 | $836.7万 | 17.6万股 | -4.3万股-24.67% | 减仓 |
| IiShares安硕信托SHV |
| 1.05% | 0.58% | $566.2万 | 5.1万股 | $283.2万 | 2.6万股 | +2.6万股+100.00% | 加仓 |
| IiShares安硕信托IVV |
| 0.98% | 1.03% | $530.3万 | 8,541股 | $502.5万 | 8,942股 | -401股-4.48% | 减仓 |
| IiShares安硕信托AGG |
| 0.94% | 1.02% | $508.6万 | 10.0万股 | $497.7万 | 10.0万股 | 00.00% | 持仓不变 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 0.93% | 1.6% | $503.4万 | 19.3万股 | $781.9万 | 29.6万股 | -10.3万股-34.83% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.7% | 0.72% | $380.1万 | 7.7万股 | $350.1万 | 7.7万股 | -499股-0.65% | 减仓 |
| IiShares安硕信托IGIB |
| 0.7% | 0.79% | $378.3万 | 7.1万股 | $387.0万 | 7.4万股 | -2,686股-3.65% | 减仓 |
| IiShares黄金信托IAU |
| 0.61% | 0.64% | $331.8万 | 5.3万股 | $313.9万 | 5.3万股 | -29股-0.05% | 减仓 |
 亚马逊AMZN |
| 0.52% | 0.52% | $279.1万 | 1.3万股 | $252.8万 | 1.3万股 | -564股-4.25% | 减仓 |
| IiShares安硕信托EFG |
| 0.51% | 0.51% | $276.8万 | 2.5万股 | $247.2万 | 2.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.5% | 0.62% | $272.3万 | 1.3万股 | $304.2万 | 1.4万股 | -422股-3.08% | 减仓 |
| IiShares安硕信托LQD |
| 0.46% | 0.61% | $248.0万 | 2.3万股 | $299.6万 | 2.8万股 | -4,936股-17.91% | 减仓 |
| IIshares Gnma Bond EtfGNMA |
| 0.42% | 0.47% | $225.4万 | 5.1万股 | $230.3万 | 5.2万股 | -1,179股-2.25% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.33% | 0.32% | $180.8万 | 1.3万股 | $155.7万 | 1.3万股 | -15股-0.11% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.3% | 0.32% | $164.1万 | 2.2万股 | $154.0万 | 2.3万股 | -735股-3.25% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.3% | 0.17% | $160.9万 | 1.8万股 | $80.9万 | 8,816股 | +8,720股+98.91% | 加仓 |
| IiShares安硕信托SGOV |
| 0.3% | 0.19% | $159.6万 | 1.6万股 | $90.9万 | 9,025股 | +6,830股+75.68% | 加仓 |
 特斯拉TSLA |
| 0.26% | 0.23% | $140.5万 | 4,422股 | $110.0万 | 4,244股 | +178股+4.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.27% | $136.2万 | 2,469股 | $130.8万 | 2,790股 | -321股-11.51% | 减仓 |
| IiShares安硕IEMG |
| 0.24% | 0.24% | $131.8万 | 2.2万股 | $117.5万 | 2.2万股 | +183股+0.84% | 加仓 |
 微软MSFT |
| 0.24% | 0.2% | $129.2万 | 2,597股 | $97.6万 | 2,601股 | -4股-0.15% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.24% | 0.25% | $127.9万 | 1.4万股 | $120.1万 | 1.4万股 | -212股-1.50% | 减仓 |
| IiShares安硕信托IWL |
| 0.24% | 0.19% | $127.6万 | 8,331股 | $93.9万 | 6,833股 | +1,498股+21.92% | 加仓 |
| V先锋领航指数基金VXF |
| 0.21% | 0.18% | $115.9万 | 6,012股 | $86.6万 | 5,030股 | +982股+19.52% | 加仓 |
| IiShares安硕·COREIJH |
| 0.21% | 0.22% | $111.7万 | 1.8万股 | $106.3万 | 1.8万股 | -204股-1.12% | 减仓 |
 英伟达NVDA |
| 0.19% | 0.15% | $104.6万 | 6,621股 | $71.8万 | 6,628股 | -7股-0.11% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.19% | 0.21% | $102.5万 | 1.5万股 | $100.7万 | 1.6万股 | -1,379股-8.50% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.19% | $86.0万 | 1,770股 | $94.3万 | 1,770股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.16% | 0.17% | $84.9万 | 7,769股 | $82.5万 | 7,886股 | -117股-1.48% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 0.16% | 0.14% | $84.7万 | 3,599股 | $66.9万 | 3,570股 | +29股+0.81% | 加仓 |
| S嘉信策略信托SCHD |
| 0.15% | 0.15% | $79.3万 | 3.0万股 | $74.4万 | 2.7万股 | +3,315股+12.46% | 加仓 |
