| SSPDR标普500 ETFSPY |
| 10.66% | 12.99% | $3.76亿 | 50.3万股 | $3.19亿 | 49.1万股 | +1.2万股+2.48% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 7.89% | 10.44% | $2.78亿 | 552.2万股 | $2.57亿 | 510.0万股 | +42.2万股+8.27% | 加仓 |
| V先锋领航指数基金VOO |
| 5.32% | 2.67% | $1.88亿 | 27.3万股 | $6,553.7万 | 11.0万股 | +16.3万股+148.96% | 加仓 |
| G通用动力VTI |
| 4% | 4.36% | $1.41亿 | 38.1万股 | $1.07亿 | 33.4万股 | +4.6万股+13.80% | 加仓 |
| V先锋领航指数基金VTV |
| 3.17% | 3.69% | $1.12亿 | 51.3万股 | $9,061.9万 | 46.2万股 | +5.2万股+11.17% | 加仓 |
| IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH |
| 2.19% | — | $7,703.2万 | 152.1万股 | $0 | 0股 | +152.1万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.99% | 2.39% | $7,017.7万 | 67.6万股 | $5,884.9万 | 60.6万股 | +7.0万股+11.50% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.76% | 2.13% | $6,213.1万 | 39.6万股 | $5,242.9万 | 37.9万股 | +1.7万股+4.44% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.63% | 1.82% | $5,754.2万 | 68.7万股 | $4,477.1万 | 59.6万股 | +9.1万股+15.25% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.48% | 1.81% | $5,230.7万 | 174.3万股 | $4,444.9万 | 147.8万股 | +26.5万股+17.92% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.29% | 0.1% | $4,555.8万 | 102.7万股 | $253.9万 | 6.5万股 | +96.2万股+1,471.89% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.23% | 2.31% | $4,318.9万 | 127.6万股 | $5,670.3万 | 194.7万股 | -67.0万股-34.43% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.18% | 0.05% | $4,175.3万 | 58.6万股 | $134.2万 | 2.1万股 | +56.5万股+2,698.25% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.1% | 0.99% | $3,875.2万 | 46.9万股 | $2,433.0万 | 29.4万股 | +17.5万股+59.47% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.01% | — | $3,564.2万 | 70.5万股 | $0 | 0股 | +70.5万股 | 新买入 |
| IiShares安硕信托IVV |
| 1% | 0.68% | $3,526.2万 | 4.7万股 | $1,671.9万 | 2.6万股 | +2.1万股+83.96% | 加仓 |
| V先锋领航·TOTALBND |
| 1% | — | $3,523.5万 | 48.0万股 | $0 | 0股 | +48.0万股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.99% | 0.03% | $3,503.3万 | 126.5万股 | $80.6万 | 3.3万股 | +123.2万股+3,782.86% | 加仓 |
 苹果AAPL |
| 0.99% | 0.98% | $3,502.1万 | 12.1万股 | $2,401.7万 | 9.5万股 | +2.6万股+27.89% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.96% | 0.68% | $3,394.6万 | 56.9万股 | $1,677.5万 | 31.0万股 | +25.8万股+83.24% | 加仓 |
| SSPDR道富系列信托QUS |
| 0.92% | 0.74% | $3,228.8万 | 17.3万股 | $1,821.7万 | 10.6万股 | +6.7万股+62.81% | 加仓 |
| S道富SPYV |
| 0.9% | 0.99% | $3,162.9万 | 52.0万股 | $2,442.9万 | 43.2万股 | +8.9万股+20.51% | 加仓 |
| C资本集团股息价值CCBG |
| 0.88% | 1.14% | $3,112.2万 | 63.2万股 | $2,804.2万 | 65.9万股 | -2.8万股-4.19% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.88% | 0.96% | $3,111.6万 | 26.1万股 | $2,364.4万 | 24.1万股 | +2.0万股+8.28% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.88% | 0.07% | $3,084.8万 | 83.7万股 | $168.6万 | 5.0万股 | +78.8万股+1,586.66% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.86% | 1.08% | $3,013.4万 | 67.7万股 | $2,652.6万 | 69.0万股 | -1.3万股-1.87% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.83% | 0.97% | $2,926.7万 | 69.1万股 | $2,389.2万 | 71.6万股 | -2.5万股-3.43% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.82% | 0.86% | $2,882.1万 | 9.6万股 | $2,116.3万 | 8.5万股 | +1.1万股+12.41% | 加仓 |
| V先锋领航指数基金VXF |
| 0.8% | 0.12% | $2,832.1万 | 11.5万股 | $285.1万 | 1.4万股 | +10.1万股+730.40% | 加仓 |
| V先锋领航指数基金VUG |
| 0.77% | 0.82% | $2,711.1万 | 31.5万股 | $2,024.5万 | 4.6万股 | +26.8万股+579.05% | 加仓 |
| SSTATE STREET ULTRA SHORTTERM BOND ETFULST |
| 0.76% | 0.97% | $2,688.7万 | 66.5万股 | $2,382.1万 | 58.8万股 | +7.7万股+13.08% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.73% | 0.8% | $2,565.1万 | 28.3万股 | $1,955.8万 | 24.7万股 | +3.5万股+14.21% | 加仓 |
| IiShares安硕信托GVI |
| 0.72% | 0.41% | $2,548.8万 | 23.9万股 | $1,018.9万 | 9.6万股 | +14.4万股+150.22% | 加仓 |
| IiShares安硕信托MAXJ |
| 0.69% | 1.03% | $2,423.1万 | 83.2万股 | $2,536.0万 | 90.1万股 | -6.9万股-7.63% | 减仓 |
| S嘉信策略信托SCHC |
| 0.69% | — | $2,418.5万 | 45.8万股 | $0 | 0股 | +45.8万股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.66% | 0.65% | $2,328.3万 | 14.8万股 | $1,607.2万 | 11.6万股 | +3.2万股+27.70% | 加仓 |
| WWisdomTree信托DOL |
| 0.64% | 0.81% | $2,245.3万 | 30.2万股 | $1,991.2万 | 29.3万股 | +9,043股+3.09% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.63% | 0.69% | $2,225.9万 | 85.0万股 | $1,689.8万 | 64.3万股 | +20.7万股+32.13% | 加仓 |
| WWisdomTree信托DLS |
| 0.63% | 0.86% | $2,222.1万 | 26.5万股 | $2,115.0万 | 26.0万股 | +5,684股+2.19% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.62% | 0.66% | $2,186.0万 | 82.4万股 | $1,624.3万 | 62.0万股 | +20.4万股+32.95% | 加仓 |
| IiShares安硕信托EEM |
| 0.61% | 0.67% | $2,134.9万 | 31.2万股 | $1,643.5万 | 28.9万股 | +2.3万股+7.84% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.58% | 0.57% | $2,054.9万 | 2.4万股 | $1,407.1万 | 3.5万股 | -1.0万股-29.14% | 减仓 |
| IISHARES TRDMAX |
| 0.57% | 0.82% | $2,014.9万 | 73.7万股 | $2,021.8万 | 76.1万股 | -2.4万股-3.15% | 减仓 |
| IiShares安硕信托STIP |
| 0.52% | 0.65% | $1,825.5万 | 17.9万股 | $1,598.6万 | 15.5万股 | +2.4万股+15.61% | 加仓 |
| DDimensional维度·USDFUV |
| 0.5% | 0.56% | $1,748.8万 | 31.8万股 | $1,368.8万 | 28.2万股 | +3.5万股+12.55% | 加仓 |
 英伟达NVDA |
| 0.45% | 0.43% | $1,583.0万 | 7.9万股 | $1,046.1万 | 6.0万股 | +1.9万股+31.90% | 加仓 |
| V先锋领航全球基金VGT |
| 0.45% | 0.05% | $1,580.3万 | 13.2万股 | $130.2万 | 1,866股 | +13.0万股+6,985.69% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.44% | 0.73% | $1,553.8万 | 51.5万股 | $1,795.8万 | 50.7万股 | +8,296股+1.64% | 加仓 |
 微软MSFT |
| 0.43% | 0.44% | $1,532.5万 | 4.1万股 | $1,089.2万 | 2.9万股 | +1.2万股+39.63% | 加仓 |
| IiShares安硕信托IBTH |
| 0.42% | 0.37% | $1,490.0万 | 66.6万股 | $915.8万 | 40.8万股 | +25.8万股+63.14% | 加仓 |
