| IiShares安硕信托IVV |
| 29.64% | 29.45% | $9.44亿 | 126.0万股 | $8.87亿 | 135.8万股 | -9.8万股-7.23% | 减仓 |
| V先锋领航指数基金VOO |
| 20.19% | 18.98% | $6.43亿 | 93.6万股 | $5.72亿 | 95.7万股 | -2.1万股-2.16% | 减仓 |
| IiShares安硕信托AGG |
| 17.48% | 19.51% | $5.57亿 | 562.5万股 | $5.88亿 | 592.1万股 | -29.6万股-5.01% | 减仓 |
| G通用动力VTI |
| 6.83% | 6.26% | $2.18亿 | 58.8万股 | $1.89亿 | 58.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 5.72% | 5.24% | $1.82亿 | 110.8万股 | $1.58亿 | 110.8万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 4.07% | 3.43% | $1.30亿 | 17.6万股 | $1.03亿 | 17.9万股 | -3,118股-1.74% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.31% | 4.21% | $1.05亿 | 127.5万股 | $1.27亿 | 153.2万股 | -25.7万股-16.76% | 减仓 |
| V先锋领航·TOTALBND |
| 2.54% | 2.69% | $8,075.1万 | 110.0万股 | $8,100.4万 | 110.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 2.25% | 2.34% | $7,167.3万 | 74.2万股 | $7,056.8万 | 77.9万股 | -3.7万股-4.80% | 减仓 |
 iShares安硕·MBSACGL |
| 1.47% | 1.56% | $4,687.5万 | 49.6万股 | $4,708.8万 | 49.6万股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 1.36% | 1.34% | $4,328.2万 | 71.2万股 | $4,028.5万 | 71.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 1.3% | 1.2% | $4,154.0万 | 10.1万股 | $3,617.0万 | 10.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 1.1% | 1.02% | $3,508.5万 | 45.5万股 | $3,072.6万 | 45.5万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.94% | 0.85% | $3,002.3万 | 36.2万股 | $2,549.2万 | 36.5万股 | -3,066股-0.84% | 减仓 |
| IiShares安硕信托LQD |
| 0.85% | 0.9% | $2,719.3万 | 24.9万股 | $2,717.3万 | 24.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.59% | 0.61% | $1,866.7万 | 18.0万股 | $1,830.2万 | 18.8万股 | -8,732股-4.63% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.21% | 0.27% | $681.3万 | 11.6万股 | $827.7万 | 13.9万股 | -2.3万股-16.90% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.1% | 0.09% | $306.9万 | 1.4万股 | $285.3万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 0.04% | 0.05% | $140.2万 | 2.7万股 | $140.0万 | 2.7万股 | 00.00% | 持仓不变 |
