| IiShares安硕·COREIJR |
| 11.63% | 4.32% | $1,757.9万 | 11.9万股 | $1,467.1万 | 11.8万股 | +509股+0.43% | 加仓 |
| V先锋领航债券指数基金BIV |
| 11.07% | 4.95% | $1,674.2万 | 21.8万股 | $1,681.6万 | 21.8万股 | +401股+0.18% | 加仓 |
| IiShares安硕·COREIJH |
| 10.65% | 4.13% | $1,609.3万 | 20.9万股 | $1,403.5万 | 20.8万股 | +866股+0.42% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.94% | 1.63% | $595.9万 | 6.2万股 | $552.2万 | 6.2万股 | -465股-0.75% | 减仓 |
| IiShares安硕·S&PIUSG |
| 3.47% | 1.27% | $524.1万 | 2.8万股 | $431.5万 | 2.8万股 | +50股+0.18% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 3.45% | 1.25% | $522.2万 | 2.9万股 | $423.6万 | 2.9万股 | -30股-0.10% | 减仓 |
| IiShares安硕信托IJK |
| 3.39% | 1.3% | $513.1万 | 4.4万股 | $440.6万 | 4.4万股 | -115股-0.26% | 减仓 |
| V先锋领航指数基金VOO |
| 3.38% | 1.17% | $511.3万 | 7,444股 | $397.5万 | 6,652股 | +792股+11.91% | 加仓 |
| IiShares安硕信托DSI |
| 3.32% | 1.26% | $501.2万 | 3.5万股 | $429.4万 | 3.5万股 | -227股-0.64% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.13% | 1.42% | $472.9万 | 6.1万股 | $483.1万 | 6.2万股 | -919股-1.49% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 3% | 1.48% | $453.2万 | 3.6万股 | $502.7万 | 3.6万股 | -200股-0.55% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.79% | 1.08% | $422.3万 | 2.7万股 | $366.0万 | 2.6万股 | +449股+1.70% | 加仓 |
 CVS健康CVS |
| 2.58% | 0.8% | $389.5万 | 3.8万股 | $270.4万 | 3.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 2.52% | 1.01% | $380.4万 | 2.6万股 | $344.1万 | 2.6万股 | -225股-0.87% | 减仓 |
 强生JNJ |
| 2.46% | 1.06% | $372.4万 | 1.5万股 | $358.4万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.43% | 0.96% | $367.4万 | 2.7万股 | $324.9万 | 2.7万股 | -546股-1.99% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.05% | 0.88% | $310.2万 | 3.0万股 | $297.8万 | 3.1万股 | -800股-2.61% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 1.63% | 0.75% | $247.1万 | 3.0万股 | $255.5万 | 3.2万股 | -1,115股-3.53% | 减仓 |
| IiShares安硕信托EFV |
| 1.51% | 0.65% | $228.0万 | 3.0万股 | $221.5万 | 3.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.49% | 0.65% | $225.4万 | 6,042股 | $221.1万 | 5,972股 | +70股+1.17% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.35% | 0.57% | $204.6万 | 9,009股 | $194.4万 | 9,209股 | -200股-2.17% | 减仓 |
 雪佛龙CVX |
| 1.29% | 0.72% | $195.0万 | 1.2万股 | $243.4万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYG |
| 1.2% | 0.54% | $181.5万 | 2.3万股 | $183.6万 | 2.3万股 | -383股-1.66% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.08% | 0.42% | $162.9万 | 3,978股 | $141.8万 | 3,978股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 1.04% | 0.38% | $156.5万 | 5,208股 | $129.2万 | 5,208股 | 00.00% | 持仓不变 |
| IiShares安硕信托IMCG |
| 0.98% | 0.35% | $148.2万 | 1.5万股 | $118.8万 | 1.5万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.96% | 0.36% | $145.7万 | 3,938股 | $122.5万 | 3,820股 | +118股+3.09% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.94% | 0.47% | $141.8万 | 2.9万股 | $159.8万 | 3.1万股 | -2,300股-7.31% | 减仓 |
 嘉信理财SCHW |
| 0.93% | 0.42% | $140.5万 | 1.5万股 | $144.1万 | 1.5万股 | -100股-0.65% | 减仓 |
 Roper科技ROP |
| 0.91% | 0.46% | $137.1万 | 4,051股 | $155.7万 | 4,399股 | -348股-7.91% | 减仓 |
| IiShares安硕信托IVW |
| 0.81% | 0.3% | $123.1万 | 8,950股 | $101.2万 | 8,950股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.74% | 0.32% | $112.6万 | 1.4万股 | $108.4万 | 1.4万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.69% | 0.32% | $104.4万 | 1.8万股 | $109.9万 | 1.8万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.48% | 0.24% | $71.8万 | 3.0万股 | $79.9万 | 2.8万股 | +1,374股+4.83% | 加仓 |
 迪士尼DIS |
| 0.44% | 0.2% | $67.0万 | 6,964股 | $67.1万 | 6,964股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.44% | 0.12% | $67.0万 | 894股 | $39.2万 | 600股 | +294股+49.00% | 加仓 |
 康明斯CMI |
| 0.44% | 0.15% | $66.3万 | 930股 | $50.0万 | 930股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.42% | 0.18% | $62.9万 | 1.2万股 | $61.6万 | 1.2万股 | +95股+0.77% | 加仓 |
| IiShares安硕EEMV |
| 0.41% | 0.16% | $62.0万 | 8,236股 | $53.3万 | 8,236股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.39% | 0.17% | $59.7万 | 3,819股 | $57.8万 | 3,819股 | 00.00% | 持仓不变 |
| IiShares安硕信托CMF |
| 0.38% | 0.17% | $57.1万 | 9,900股 | $56.3万 | 9,900股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 0.36% | 0.16% | $54.3万 | 4,975股 | $55.7万 | 5,113股 | -138股-2.70% | 减仓 |
 康宁GLW |
| 0.34% | 0.08% | $51.1万 | 2,000股 | $27.2万 | 2,000股 | 00.00% | 持仓不变 |
 SEMPRA COMSRE |
| 0.33% | 0.15% | $49.6万 | 5,347股 | $52.0万 | 5,347股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.11% | $43.3万 | 3,488股 | $37.2万 | 872股 | +2,616股+300.00% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.28% | 0.11% | $42.3万 | 2,226股 | $37.8万 | 2,238股 | -12股-0.54% | 减仓 |
 联合太平洋铁路UNP |
| 0.26% | 0.09% | $39.5万 | 1,451股 | $31.6万 | 1,301股 | +150股+11.53% | 加仓 |
 摩根士丹利MS |
| 0.25% | 0.09% | $37.6万 | 1,800股 | $29.6万 | 1,800股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.23% | 0.1% | $34.0万 | 5,700股 | $33.5万 | 6,200股 | -500股-8.06% | 减仓 |
 PALO ALTOPANW |
| 0.22% | — | $33.6万 | 986股 | $0 | 0股 | +986股 | 新买入 |
