| S嘉信·USSCHP |
| 15.12% | 15.31% | $8,323.7万 | 308.9万股 | $8,062.7万 | 302.2万股 | +6.7万股+2.20% | 加仓 |
| V先锋领航·TOTALBNDX |
| 15.07% | 15.09% | $8,295.9万 | 167.7万股 | $7,946.4万 | 160.5万股 | +7.2万股+4.50% | 加仓 |
 iShares安硕·MBSACGL |
| 13.76% | 13.16% | $7,574.7万 | 79.6万股 | $6,930.3万 | 73.8万股 | +5.8万股+7.85% | 加仓 |
| IISHARES BROADUSIG |
| 13.35% | 13.6% | $7,352.2万 | 140.8万股 | $7,162.6万 | 139.2万股 | +1.6万股+1.11% | 加仓 |
| V先锋领航指数基金VOO |
| 5.01% | 4.61% | $2,756.7万 | 4.5万股 | $2,427.8万 | 4.3万股 | +2,276股+5.33% | 加仓 |
| G通用动力VTI |
| 4.73% | 4.58% | $2,606.6万 | 7.9万股 | $2,413.6万 | 7.9万股 | +13股+0.02% | 加仓 |
| IiShares安硕信托STIP |
| 4.17% | 4.29% | $2,298.1万 | 22.2万股 | $2,258.7万 | 21.9万股 | +2,850股+1.30% | 加仓 |
| IiShares安硕信托MTUM |
| 4.1% | 4.19% | $2,259.0万 | 8.8万股 | $2,205.6万 | 9.2万股 | -3,689股-4.02% | 减仓 |
| S道富SPYX |
| 3.94% | 3.73% | $2,167.3万 | 39.5万股 | $1,963.6万 | 38.6万股 | +9,583股+2.49% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 2.81% | 2.83% | $1,546.8万 | 6.3万股 | $1,489.2万 | 6.6万股 | -2,840股-4.29% | 减仓 |
| S嘉信·USSCHX |
| 2.37% | 2.35% | $1,304.6万 | 49.5万股 | $1,239.7万 | 50.7万股 | -1.2万股-2.36% | 减仓 |
| V先锋领航斯科茨代尔基金VTC |
| 2.09% | 2.11% | $1,152.1万 | 14.7万股 | $1,110.9万 | 14.4万股 | +3,338股+2.32% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.05% | 2.12% | $1,128.7万 | 24.0万股 | $1,117.3万 | 24.1万股 | -758股-0.31% | 减仓 |
| DDimensional维度ETF信托DFIP |
| 1.49% | 1.35% | $820.0万 | 19.4万股 | $712.8万 | 17.0万股 | +2.4万股+13.90% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.35% | 1.36% | $741.7万 | 17.3万股 | $715.2万 | 17.7万股 | -3,305股-1.87% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.26% | 1.34% | $695.0万 | 32.2万股 | $706.5万 | 33.4万股 | -1.2万股-3.51% | 减仓 |
| V先锋领航指数基金VUG |
| 1.17% | 1.12% | $646.3万 | 1.3万股 | $591.1万 | 1.3万股 | -8股-0.06% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.03% | 1.04% | $567.4万 | 9.5万股 | $548.9万 | 9.6万股 | -1,585股-1.65% | 减仓 |
| V先锋领航指数基金VB |
| 0.93% | 0.93% | $512.2万 | 2.0万股 | $487.5万 | 2.1万股 | -430股-2.09% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.6% | 0.57% | $333.0万 | 6.1万股 | $301.7万 | 6.1万股 | +462股+0.76% | 加仓 |
| V先锋领航·MIDVO |
| 0.57% | 0.58% | $313.8万 | 1.1万股 | $306.2万 | 1.1万股 | -258股-2.36% | 减仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.47% | $294.5万 | 2.0万股 | $248.9万 | 1.8万股 | +1,833股+9.97% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.5% | 0.53% | $274.2万 | 3.0万股 | $277.0万 | 3.1万股 | -1,107股-3.56% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.41% | 0.45% | $224.3万 | 4.4万股 | $234.6万 | 4.7万股 | -2,364股-5.07% | 减仓 |
| V先锋领航指数基金VTV |
| 0.36% | 0.35% | $198.9万 | 1.1万股 | $184.8万 | 1.0万股 | +209股+2.00% | 加仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 0.35% | 0.31% | $195.1万 | 2.8万股 | $160.8万 | 2.3万股 | +4,817股+20.77% | 加仓 |
 CABOTCBT |
| 0.34% | 0.36% | $190.0万 | 2.5万股 | $189.7万 | 2.5万股 | -314股-1.24% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.18% | 0.19% | $100.1万 | 1.1万股 | $99.6万 | 1.1万股 | -393股-3.52% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.17% | 0.17% | $92.1万 | 1.6万股 | $89.6万 | 1.7万股 | -789股-4.75% | 减仓 |
| IiShares安硕ESGE |
| 0.1% | 0.08% | $54.0万 | 1.2万股 | $44.2万 | 1.1万股 | +1,172股+10.40% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.08% | 0.08% | $46.1万 | 1.3万股 | $43.8万 | 1.3万股 | 00.00% | 持仓不变 |
