| SSPDR标普500 ETFSPY |
| 41.44% | 41.35% | $1.95亿 | 26.2万股 | $1.84亿 | 28.4万股 | -2.2万股-7.73% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 39.75% | 37.9% | $1.87亿 | 198.2万股 | $1.69亿 | 177.2万股 | +21.0万股+11.88% | 加仓 |
| IiShares安硕信托SGOV |
| 16.44% | 18.68% | $7,754.5万 | 77.0万股 | $8,334.5万 | 82.8万股 | -5.8万股-6.97% | 减仓 |
 苹果AAPL |
| 1.24% | 1.15% | $583.3万 | 2.0万股 | $511.6万 | 2.0万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.63% | 0.44% | $298.2万 | 2,800股 | $198.4万 | 2,800股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.16% | 0.14% | $73.2万 | 8,891股 | $63.2万 | 8,891股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.14% | 0.14% | $64.8万 | 2,550股 | $62.3万 | 2,550股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.13% | 0.12% | $60.9万 | 7,433股 | $52.7万 | 7,433股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.08% | 0.07% | $36.3万 | 5,188股 | $32.4万 | 5,188股 | 00.00% | 持仓不变 |
