| S嘉信·USSCHX |
| 12.7% | 12.21% | $6,541.5万 | 222.3万股 | $5,580.2万 | 217.6万股 | +4.6万股+2.13% | 加仓 |
| IiShares安硕信托IVV |
| 9% | 7.82% | $4,634.0万 | 6.2万股 | $3,576.5万 | 5.5万股 | +7,165股+13.10% | 加仓 |
| IiShares安硕信托HYG |
| 4.86% | 5.19% | $2,504.3万 | 31.3万股 | $2,372.9万 | 29.8万股 | +1.5万股+5.00% | 加仓 |
| IiShares安硕信托LQD |
| 4.55% | 4.44% | $2,343.4万 | 21.5万股 | $2,029.9万 | 18.6万股 | +2.9万股+15.36% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 4.3% | 5.15% | $2,212.9万 | 95.7万股 | $2,356.3万 | 101.5万股 | -5.8万股-5.72% | 减仓 |
| S嘉信策略信托SCHF |
| 4.25% | 4.27% | $2,188.8万 | 79.0万股 | $1,951.5万 | 78.8万股 | +1,727股+0.22% | 加仓 |
| IiShares安硕信托AGG |
| 4.08% | 3.91% | $2,102.0万 | 21.2万股 | $1,787.4万 | 18.0万股 | +3.2万股+17.96% | 加仓 |
| S嘉信策略信托SCHE |
| 3.36% | 3.54% | $1,728.3万 | 47.7万股 | $1,616.3万 | 49.1万股 | -1.4万股-2.83% | 减仓 |
| IiShares安硕信托IEFA |
| 3.23% | 2.85% | $1,663.3万 | 17.2万股 | $1,300.6万 | 14.4万股 | +2.9万股+19.91% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 3.07% | 3.76% | $1,582.1万 | 51.3万股 | $1,718.8万 | 55.8万股 | -4.6万股-8.16% | 减仓 |
| IiShares安硕IEMG |
| 2.87% | 2.46% | $1,476.7万 | 17.8万股 | $1,122.6万 | 16.1万股 | +1.7万股+10.88% | 加仓 |
| IiShares安硕信托EMB |
| 2.81% | 2.78% | $1,444.9万 | 15.0万股 | $1,270.3万 | 13.5万股 | +1.5万股+10.79% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.66% | 2.97% | $1,370.0万 | 26.8万股 | $1,359.2万 | 26.7万股 | +1,591股+0.60% | 加仓 |
| S嘉信策略信托SCHM |
| 2.61% | 2.55% | $1,343.6万 | 36.4万股 | $1,164.7万 | 37.6万股 | -1.2万股-3.13% | 减仓 |
| S道富SPYM |
| 2.36% | 2.27% | $1,214.1万 | 13.8万股 | $1,039.8万 | 13.6万股 | +2,304股+1.70% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.33% | 2.22% | $1,200.4万 | 41.5万股 | $1,015.7万 | 40.5万股 | +9,822股+2.43% | 加仓 |
| S嘉信·USSCHA |
| 2.07% | 1.98% | $1,064.7万 | 29.5万股 | $903.7万 | 31.1万股 | -1.6万股-5.17% | 减仓 |
| IiShares安硕信托GVI |
| 1.91% | 2.04% | $982.1万 | 9.1万股 | $933.0万 | 8.8万股 | +3,360股+3.82% | 加仓 |
| IiShares安硕·COREIJH |
| 1.83% | 1.67% | $943.3万 | 12.2万股 | $764.1万 | 11.3万股 | +9,248股+8.18% | 加仓 |
| S道富SPAB |
| 1.68% | 1.94% | $863.8万 | 33.8万股 | $886.6万 | 34.6万股 | -7,589股-2.19% | 减仓 |
| IiShares安硕·COREIJR |
| 1.62% | 1.38% | $831.8万 | 5.6万股 | $630.8万 | 5.1万股 | +5,377股+10.60% | 加仓 |
 苹果AAPL |
| 1.57% | 1.57% | $807.7万 | 2.8万股 | $718.6万 | 2.8万股 | -400股-1.41% | 减仓 |
| IiShares安硕信托SHYG |
| 1.17% | 1.32% | $603.2万 | 14.2万股 | $602.1万 | 14.2万股 | -70股-0.05% | 减仓 |
 高露洁CL |
| 1.14% | 1.19% | $585.8万 | 6.4万股 | $544.5万 | 6.4万股 | +2股+0.00% | 加仓 |
| S道富SPIB |
| 1.11% | 1.19% | $573.6万 | 17.1万股 | $545.2万 | 16.3万股 | +8,878股+5.46% | 加仓 |
| S嘉信策略信托SCHD |
| 1.11% | 1.41% | $569.5万 | 18.0万股 | $645.6万 | 21.0万股 | -3.1万股-14.66% | 减仓 |
| IiShares安硕信托ITOT |
| 1.1% | 0.92% | $565.2万 | 3.4万股 | $422.2万 | 3.0万股 | +4,789股+16.17% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.91% | 0.94% | $467.9万 | 9.0万股 | $428.1万 | 9.1万股 | -904股-0.99% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.86% | 0.86% | $442.4万 | 8.8万股 | $391.4万 | 8.6万股 | +2,043股+2.38% | 加仓 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 0.84% | 1.01% | $430.1万 | 19.9万股 | $463.4万 | 22.2万股 | -2.3万股-10.40% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.67% | 0.65% | $345.5万 | 10.2万股 | $297.5万 | 10.2万股 | -34股-0.03% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.64% | 0.62% | $329.7万 | 2.7万股 | $283.0万 | 6,638股 | +2.0万股+300.00% | 加仓 |
| IiShares安硕信托DGRO |
| 0.58% | 0.46% | $296.9万 | 3.9万股 | $212.4万 | 3.0万股 | +8,917股+29.47% | 加仓 |
 微软MSFT |
| 0.46% | 0.51% | $234.7万 | 6,292股 | $233.2万 | 6,300股 | -8股-0.13% | 减仓 |
| S道富SPMD |
| 0.44% | 0.45% | $228.1万 | 3.4万股 | $206.2万 | 3.5万股 | -1,055股-3.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.36% | $204.2万 | 5,779股 | $165.8万 | 5,779股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.37% | 0.42% | $190.6万 | 2,588股 | $193.3万 | 3,349股 | -761股-22.72% | 减仓 |
| SSPDR道富系列信托TFI |
| 0.37% | 0.54% | $188.7万 | 4.1万股 | $246.1万 | 5.4万股 | -1.3万股-24.10% | 减仓 |
| S道富SPSM |
| 0.36% | 0.36% | $187.7万 | 3.3万股 | $163.6万 | 3.4万股 | -1,309股-3.87% | 减仓 |
 强生JNJ |
| 0.36% | 0.39% | $183.0万 | 7,207股 | $176.1万 | 7,206股 | +1股+0.01% | 加仓 |
 英伟达NVDA |
| 0.32% | 0.32% | $166.6万 | 8,326股 | $145.0万 | 8,313股 | +13股+0.16% | 加仓 |
| CCOCA COLA CONSCOKE |
| 0.31% | 0.14% | $162.1万 | 8,489股 | $65.3万 | 8,589股 | -100股-1.16% | 减仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 0.31% | 0.47% | $161.9万 | 1.7万股 | $216.4万 | 2.2万股 | -5,644股-25.25% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.3% | 0.29% | $154.8万 | 1.7万股 | $130.4万 | 1.6万股 | +562股+3.41% | 加仓 |
| SSPDR道富系列信托SPYD |
| 0.3% | 0.34% | $153.6万 | 3.2万股 | $155.0万 | 3.4万股 | -1,858股-5.46% | 减仓 |
 谷歌AGOOGL |
| 0.29% | 0.26% | $149.7万 | 4,190股 | $119.9万 | 4,170股 | +20股+0.48% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.29% | 0.29% | $148.7万 | 6,989股 | $134.1万 | 6,989股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.24% | 0.27% | $122.1万 | 5.1万股 | $122.2万 | 5.0万股 | +220股+0.44% | 加仓 |
 默沙东MRK |
| 0.23% | 0.24% | $118.5万 | 9,225股 | $111.0万 | 9,225股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.23% | 0.27% | $116.4万 | 3,557股 | $122.8万 | 4,173股 | -616股-14.76% | 减仓 |
