| SSPDR标普500 ETFSPY |
| 10.57% | 9.94% | $9,769.3万 | 13.1万股 | $8,516.7万 | 13.1万股 | -137股-0.10% | 减仓 |
| V先锋领航STAR基金VXUS |
| 9.91% | 10.81% | $9,163.0万 | 120.9万股 | $9,258.6万 | 120.1万股 | +8,183股+0.68% | 加仓 |
| G通用动力VTI |
| 9.62% | 9.06% | $8,893.2万 | 24.0万股 | $7,756.7万 | 24.2万股 | -1,429股-0.59% | 减仓 |
| IiShares安硕·COREIJR |
| 8.71% | 7.97% | $8,050.7万 | 54.4万股 | $6,828.1万 | 54.9万股 | -5,314股-0.97% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 6.5% | 6.35% | $6,009.8万 | 71.5万股 | $5,440.3万 | 72.4万股 | -8,953股-1.24% | 减仓 |
| V先锋领航指数基金VOO |
| 4.91% | 4.61% | $4,538.3万 | 6.6万股 | $3,945.2万 | 6.6万股 | +36股+0.05% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 4.25% | 3.99% | $3,925.3万 | 9.6万股 | $3,416.7万 | 9.6万股 | -87股-0.09% | 减仓 |
| S嘉信·USSCHX |
| 4.17% | 3.96% | $3,852.8万 | 132.9万股 | $3,395.7万 | 132.4万股 | +4,178股+0.32% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.91% | 3.78% | $3,610.0万 | 50.8万股 | $3,236.9万 | 50.5万股 | +3,319股+0.66% | 加仓 |
| V先锋领航指数基金VV |
| 2.45% | 2.24% | $2,264.1万 | 6.6万股 | $1,916.0万 | 6.4万股 | +1,704股+2.66% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.39% | 2.28% | $2,212.5万 | 14.1万股 | $1,949.3万 | 14.1万股 | -3股-0.00% | 减仓 |
| S嘉信·USSCHA |
| 1.85% | 1.61% | $1,706.2万 | 47.4万股 | $1,378.3万 | 47.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 1.75% | 1.65% | $1,614.6万 | 21.0万股 | $1,416.0万 | 21.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 1.58% | 1.51% | $1,458.4万 | 4.8万股 | $1,292.5万 | 4.9万股 | -1,215股-2.46% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.41% | 1.42% | $1,304.7万 | 12.5万股 | $1,215.6万 | 12.5万股 | +294股+0.23% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.28% | 1% | $1,184.8万 | 8.0万股 | $856.3万 | 2.0万股 | +6.0万股+300.00% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.09% | 1.23% | $1,003.3万 | 19.8万股 | $1,054.0万 | 19.5万股 | +2,680股+1.37% | 加仓 |
| V先锋领航指数基金VUG |
| 1.08% | 0.99% | $1,001.7万 | 11.6万股 | $847.4万 | 1.9万股 | +9.7万股+500.40% | 加仓 |
| V先锋领航指数基金VTV |
| 1.04% | 1.03% | $961.8万 | 4.4万股 | $884.4万 | 4.5万股 | -955股-2.12% | 减仓 |
 CVS健康CVS |
| 0.92% | 0.69% | $849.3万 | 8.2万股 | $592.2万 | 8.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.87% | 0.85% | $801.3万 | 8.4万股 | $730.5万 | 8.4万股 | +30股+0.04% | 加仓 |
 摩根大通JPM |
| 0.74% | 0.72% | $683.4万 | 2.1万股 | $614.8万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.72% | 0.91% | $664.5万 | 3.1万股 | $780.3万 | 3.1万股 | -38股-0.12% | 减仓 |
| S嘉信策略信托SCHE |
| 0.71% | 0.89% | $653.6万 | 23.1万股 | $762.0万 | 23.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.63% | 0.85% | $585.3万 | 4.3万股 | $724.9万 | 4.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.57% | 0.94% | $527.0万 | 2.2万股 | $807.0万 | 2.2万股 | +1股+0.00% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.54% | 0.53% | $503.3万 | 6.6万股 | $453.7万 | 6.6万股 | -47股-0.07% | 减仓 |
| IiShares安硕信托IWD |
| 0.51% | 0.48% | $469.9万 | 1.9万股 | $414.9万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.5% | 0.44% | $462.3万 | 3.4万股 | $378.9万 | 3.4万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.49% | 0.44% | $453.4万 | 12.3万股 | $379.4万 | 12.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.49% | 0.42% | $451.8万 | 1.1万股 | $359.9万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.49% | 0.69% | $450.8万 | 5.9万股 | $593.1万 | 5.9万股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.45% | 0.47% | $418.4万 | 8.7万股 | $404.5万 | 8.7万股 | +621股+0.72% | 加仓 |
 联合太平洋铁路UNP |
| 0.44% | 0.43% | $410.5万 | 1.5万股 | $366.2万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.41% | 0.39% | $377.9万 | 2.4万股 | $332.7万 | 2.4万股 | +23股+0.10% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.41% | 0.42% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.39% | 0.43% | $364.7万 | 4.7万股 | $365.5万 | 4.7万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.39% | 0.4% | $361.6万 | 2.3万股 | $342.3万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.37% | 0.35% | $343.3万 | 9,380股 | $298.3万 | 9,380股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 0.36% | 0.36% | $330.5万 | 7.7万股 | $311.1万 | 7.7万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.34% | 0.33% | $314.2万 | 1.4万股 | $285.7万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.32% | 0.49% | $300.0万 | 1.5万股 | $416.4万 | 2.4万股 | -8,872股-37.16% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.32% | 0.32% | $298.7万 | 1.7万股 | $272.8万 | 1.7万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.32% | 0.3% | $293.8万 | 10.5万股 | $258.2万 | 10.4万股 | +631股+0.60% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.3% | 0.29% | $279.6万 | 3.4万股 | $245.0万 | 3.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.3% | 0.28% | $273.3万 | 2.0万股 | $236.2万 | 2.0万股 | +4股+0.02% | 加仓 |
| IiShares安硕信托IEFA |
| 0.29% | 0.29% | $269.8万 | 2.8万股 | $251.8万 | 2.8万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.29% | 0.09% | $265.0万 | 2,296股 | $77.6万 | 2,296股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.28% | 0.26% | $255.2万 | 3.2万股 | $226.2万 | 7,878股 | +2.4万股+299.97% | 加仓 |
 LOWES COS COMLOW |
| 0.28% | 0.32% | $255.0万 | 1.2万股 | $273.8万 | 1.2万股 | 00.00% | 持仓不变 |
