| IiShares安硕信托IWV |
| 14.92% | 13.75% | $6,473.2万 | 18.4万股 | $6,157.8万 | 19.4万股 | -9,438股-4.87% | 减仓 |
| V先锋领航·FTSEVEA |
| 8.89% | 7.64% | $3,860.0万 | 67.7万股 | $3,418.6万 | 67.3万股 | +4,520股+0.67% | 加仓 |
| V先锋领航·TOTALBND |
| 5.45% | 5.18% | $2,365.8万 | 32.1万股 | $2,320.5万 | 31.6万股 | +5,384股+1.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.69% | 0.32% | $2,034.5万 | 4.2万股 | $142.7万 | 2,680股 | +3.9万股+1,462.01% | 加仓 |
| IiShares安硕信托STIP |
| 3.53% | 3.39% | $1,531.8万 | 14.9万股 | $1,519.6万 | 14.7万股 | +1,982股+1.35% | 加仓 |
| IiShares安硕信托IVV |
| 3.5% | 3.07% | $1,516.8万 | 2.4万股 | $1,374.6万 | 2.4万股 | -35股-0.14% | 减仓 |
| IISHARES TR NORTH AMERN NATIGE |
| 3.23% | 3.11% | $1,401.1万 | 31.7万股 | $1,393.0万 | 30.6万股 | +1.0万股+3.35% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 2.62% | 2.22% | $1,137.7万 | 4.2万股 | $993.7万 | 4.0万股 | +1,444股+3.59% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.43% | 2.06% | $1,053.0万 | 44.2万股 | $923.9万 | 42.9万股 | +1.3万股+2.97% | 加仓 |
| IiShares安硕信托TIP |
| 2.23% | 2.2% | $968.7万 | 8.8万股 | $985.6万 | 8.9万股 | -683股-0.77% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 1.87% | 1.81% | $811.6万 | 31.8万股 | $811.7万 | 31.8万股 | +597股+0.19% | 加仓 |
 英伟达NVDA |
| 1.85% | 1.27% | $801.2万 | 5.1万股 | $570.1万 | 5.3万股 | -1,893股-3.60% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.74% | 1.59% | $755.7万 | 7.6万股 | $714.0万 | 7.3万股 | +2,712股+3.70% | 加仓 |
| IISHARES INTERNATIONAL TREASURY BOND ETFIGOV |
| 1.71% | 1.51% | $742.7万 | 17.2万股 | $675.7万 | 17.1万股 | +899股+0.52% | 加仓 |
 苹果AAPL |
| 1.7% | 1.78% | $737.9万 | 3.6万股 | $798.6万 | 3.6万股 | +11股+0.03% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.5% | 1.32% | $650.9万 | 7.3万股 | $589.0万 | 7.2万股 | +755股+1.05% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.43% | 1.27% | $619.7万 | 12.5万股 | $567.9万 | 12.5万股 | -178股-0.14% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.39% | 1.39% | $601.5万 | 6.8万股 | $623.7万 | 6.9万股 | -1,354股-1.97% | 减仓 |
| IiShares安硕信托AGG |
| 1.39% | 1.24% | $601.4万 | 6.1万股 | $554.9万 | 5.6万股 | +4,532股+8.08% | 加仓 |
 博通AVGO |
| 1.35% | 0.85% | $587.1万 | 2.1万股 | $382.5万 | 2.3万股 | -1,547股-6.77% | 减仓 |
| SSPDR FTSE INTL. GOVERNMENT INFLATION-PROTECTED BONDWIP |
| 1.35% | 1.17% | $584.1万 | 14.6万股 | $524.4万 | 14.0万股 | +6,637股+4.75% | 加仓 |
| IiShares安硕信托IVW |
| 1.23% | 1.01% | $534.8万 | 4.9万股 | $450.5万 | 4.9万股 | +49股+0.10% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.21% | 0.99% | $525.0万 | 3.9万股 | $441.7万 | 3.8万股 | +856股+2.24% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.13% | 1.09% | $491.1万 | 12.2万股 | $488.0万 | 12.1万股 | +1,293股+1.07% | 加仓 |
| IiShares安硕信托ICF |
| 1.12% | 1.09% | $486.0万 | 7.9万股 | $488.1万 | 7.9万股 | +134股+0.17% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.07% | 1.02% | $463.7万 | 2.5万股 | $456.4万 | 2.5万股 | -210股-0.85% | 减仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 1.07% | 1.1% | $463.5万 | 11.8万股 | $492.0万 | 11.7万股 | +1,020股+0.87% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.85% | 0.75% | $369.4万 | 2.8万股 | $336.0万 | 2.7万股 | +779股+2.89% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.84% | 0.75% | $364.5万 | 1.1万股 | $333.8万 | 1.1万股 | -149股-1.37% | 减仓 |
| IiShares安硕·COREIJR |
| 0.83% | 0.74% | $359.0万 | 3.3万股 | $331.8万 | 3.2万股 | +1,117股+3.52% | 加仓 |
| IiShares安硕信托IEV |
| 0.79% | 0.74% | $343.0万 | 5.4万股 | $332.8万 | 5.7万股 | -2,959股-5.17% | 减仓 |
| V先锋领航全球基金VDE |
| 0.75% | 0.83% | $327.5万 | 2.7万股 | $373.1万 | 2.9万股 | -1,276股-4.44% | 减仓 |
 TEMPLETON EMERGING MKTS FDEMF |
| 0.73% | 0.63% | $317.7万 | 21.8万股 | $281.4万 | 21.9万股 | -1,204股-0.55% | 减仓 |
 AFLAC COMAFL |
| 0.73% | 0.74% | $315.7万 | 3.0万股 | $332.8万 | 3.0万股 | +2股+0.01% | 加仓 |
| IiShares安硕信托EEM |
| 0.68% | 0.61% | $296.7万 | 6.2万股 | $271.2万 | 6.2万股 | -563股-0.91% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.65% | 0.63% | $282.4万 | 2.9万股 | $281.1万 | 2.9万股 | +11股+0.04% | 加仓 |
| S嘉信·USSCHA |
| 0.64% | 0.57% | $278.0万 | 11.0万股 | $256.4万 | 10.9万股 | +428股+0.39% | 加仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 0.62% | 0.56% | $268.5万 | 3.1万股 | $250.6万 | 3.2万股 | -531股-1.66% | 减仓 |
| IiShares安硕信托IFGL |
| 0.6% | 0.5% | $260.4万 | 11.5万股 | $225.7万 | 11.4万股 | +205股+0.18% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.57% | 0.54% | $248.2万 | 3.1万股 | $242.8万 | 2.9万股 | +1,818股+6.19% | 加仓 |
| EENCOMPASS HEALTH COMEHC |
| 0.57% | 0.73% | $246.2万 | 2.0万股 | $328.5万 | 3.2万股 | -1.2万股-38.10% | 减仓 |
 BLACKROCK CORE BD TR SHS BEN INTBHK |
| 0.54% | 0.56% | $234.5万 | 24.1万股 | $248.6万 | 22.9万股 | +1.2万股+5.28% | 加仓 |
| IiShares安硕信托IWC |
| 0.54% | 0.43% | $233.9万 | 1.8万股 | $194.3万 | 1.8万股 | +804股+4.59% | 加仓 |
| IiShares安硕信托IDU |
| 0.54% | 0.5% | $233.9万 | 2.2万股 | $225.6万 | 2.2万股 | +116股+0.52% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.54% | 0.44% | $233.3万 | 3.5万股 | $195.3万 | 3.5万股 | -168股-0.48% | 减仓 |
| IiShares安硕信托IJJ |
| 0.53% | 0.53% | $231.5万 | 1.9万股 | $235.1万 | 2.0万股 | -900股-4.58% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.53% | 0.53% | $228.1万 | 2.5万股 | $237.7万 | 2.6万股 | -970股-3.77% | 减仓 |
 ROYCE MICRO-CAP TR INCORPORATEDRMT |
| 0.52% | 0.46% | $224.0万 | 28.5万股 | $207.8万 | 28.8万股 | -3,778股-1.31% | 减仓 |
| IiShares安硕信托IEFA |
| 0.51% | 0.36% | $222.9万 | 2.7万股 | $162.8万 | 2.2万股 | +5,184股+24.09% | 加仓 |
 FLAHERTY & CRUMRIN PFD & INMFFC |
| 0.49% | 0.45% | $213.0万 | 13.1万股 | $200.8万 | 12.6万股 | +4,707股+3.73% | 加仓 |
