| IiShares安硕信托AGG |
| 17.43% | 18.88% | $5.60亿 | 565.7万股 | $5.68亿 | 572.4万股 | -6.8万股-1.18% | 减仓 |
| SSPDR标普500 ETFSPY |
| 14.4% | 13.56% | $4.63亿 | 61.9万股 | $4.08亿 | 62.7万股 | -7,947股-1.27% | 减仓 |
| IiShares安硕信托IEFA |
| 11.72% | 11.71% | $3.77亿 | 389.9万股 | $3.52亿 | 389.3万股 | +5,974股+0.15% | 加仓 |
| V先锋领航指数基金VTV |
| 6.4% | 6.37% | $2.06亿 | 94.4万股 | $1.92亿 | 97.7万股 | -3.3万股-3.37% | 减仓 |
| IiShares安硕信托LQD |
| 5.27% | 5.68% | $1.69亿 | 155.3万股 | $1.71亿 | 156.9万股 | -1.6万股-1.02% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 5.22% | 5.67% | $1.68亿 | 320.2万股 | $1.71亿 | 324.4万股 | -4.3万股-1.31% | 减仓 |
| IiShares安硕·COREIJH |
| 5.1% | 4.79% | $1.64亿 | 212.5万股 | $1.44亿 | 213.4万股 | -9,345股-0.44% | 减仓 |
| V先锋领航指数基金VUG |
| 4.24% | 3.86% | $1.36亿 | 158.2万股 | $1.16亿 | 26.6万股 | +131.6万股+494.98% | 加仓 |
| IiShares安硕·COREIJR |
| 3.97% | 3.58% | $1.28亿 | 86.1万股 | $1.08亿 | 86.6万股 | -5,747股-0.66% | 减仓 |
| IiShares安硕IEMG |
| 3.94% | 3.58% | $1.27亿 | 152.9万股 | $1.08亿 | 154.5万股 | -1.6万股-1.04% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 3.87% | 4.07% | $1.24亿 | 245.5万股 | $1.22亿 | 245.4万股 | +940股+0.04% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 3.71% | 4.02% | $1.19亿 | 125.9万股 | $1.21亿 | 126.9万股 | -9,620股-0.76% | 减仓 |
| G高盛ETF信托GSEW |
| 3.15% | 3.06% | $1.01亿 | 107.3万股 | $9,196.5万 | 108.6万股 | -1.3万股-1.23% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 1.91% | 3.66% | $6,126.8万 | 211.2万股 | $1.10亿 | 377.1万股 | -165.9万股-43.99% | 减仓 |
| IISHARES YIELD OPTIMIZED BOND ETFBYLD |
| 1.57% | 0.07% | $5,034.3万 | 222.3万股 | $203.2万 | 9.0万股 | +213.2万股+2,364.85% | 加仓 |
 苹果AAPL |
| 1.02% | 0.96% | $3,269.7万 | 11.3万股 | $2,890.6万 | 11.4万股 | -903股-0.79% | 减仓 |
| V先锋领航指数基金VOO |
| 0.97% | 0.86% | $3,121.0万 | 4.5万股 | $2,590.1万 | 4.3万股 | +2,096股+4.84% | 加仓 |
| IiShares安硕信托GVI |
| 0.61% | 0.66% | $1,944.6万 | 18.3万股 | $1,994.4万 | 18.7万股 | -4,622股-2.47% | 减仓 |
 卡特彼勒CAT |
| 0.59% | 0.23% | $1,881.9万 | 1.8万股 | $694.0万 | 9,796股 | +7,876股+80.40% | 加仓 |
 英伟达NVDA |
| 0.34% | 0.35% | $1,104.8万 | 5.5万股 | $1,040.8万 | 6.0万股 | -4,465股-7.48% | 减仓 |
 微软MSFT |
| 0.3% | 0.32% | $953.3万 | 2.6万股 | $969.3万 | 2.6万股 | -630股-2.41% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.24% | 0.24% | $778.1万 | 3.7万股 | $735.7万 | 3.8万股 | -1,763股-4.60% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.24% | 0.29% | $766.7万 | 9.3万股 | $870.8万 | 10.5万股 | -1.2万股-11.47% | 减仓 |
| IIBMIBM |
| 0.21% | 0.19% | $676.4万 | 2.4万股 | $583.0万 | 2.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.15% | 0.14% | $493.0万 | 1.3万股 | $415.4万 | 1.4万股 | -262股-1.91% | 减仓 |
 可口可乐KO |
| 0.12% | 0.12% | $384.3万 | 4.7万股 | $364.3万 | 4.8万股 | -618股-1.29% | 减仓 |
 摩根大通JPM |
| 0.11% | 0.1% | $341.4万 | 1.0万股 | $305.6万 | 1.0万股 | +40股+0.38% | 加仓 |
| IiShares安硕信托IJJ |
| 0.11% | 0.1% | $340.0万 | 2.3万股 | $311.7万 | 2.4万股 | -510股-2.17% | 减仓 |
| G通用动力VTI |
| 0.1% | 0.1% | $333.4万 | 9,010股 | $289.0万 | 9,010股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.09% | 0.03% | $275.4万 | 4,740股 | $93.1万 | 4,576股 | +164股+3.58% | 加仓 |
| V先锋领航·MIDVO |
| 0.08% | 0.07% | $250.5万 | 3.1万股 | $218.7万 | 7,614股 | +2.3万股+308.38% | 加仓 |
 亚马逊AMZN |
| 0.08% | 0.07% | $246.5万 | 1.0万股 | $212.9万 | 1.0万股 | +120股+1.17% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.08% | 0.06% | $243.8万 | 6,900股 | $179.9万 | 6,270股 | +630股+10.05% | 加仓 |
 强生JNJ |
| 0.07% | 0.08% | $232.4万 | 9,152股 | $229.0万 | 9,367股 | -215股-2.30% | 减仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 0.07% | 0.06% | $228.6万 | 4.5万股 | $182.3万 | 3.6万股 | +9,163股+25.51% | 加仓 |
 FIRST BUSEYBUSE |
| 0.07% | 0.06% | $221.3万 | 7.5万股 | $189.5万 | 7.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.07% | 0.06% | $211.5万 | 5,919股 | $189.6万 | 6,592股 | -673股-10.21% | 减仓 |
 思科CSCO |
| 0.07% | 0.05% | $210.9万 | 1.8万股 | $139.3万 | 1.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.06% | 0.06% | $196.0万 | 3,916股 | $194.6万 | 4,061股 | -145股-3.57% | 减仓 |
 好市多COST |
| 0.06% | 0.06% | $181.6万 | 1,941股 | $194.0万 | 1,947股 | -6股-0.31% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.05% | 0.04% | $166.8万 | 1.6万股 | $134.0万 | 1.4万股 | +2,260股+16.38% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.05% | 0.04% | $166.1万 | 1.1万股 | $127.4万 | 9,646股 | +1,119股+11.60% | 加仓 |
 埃克森美孚XOM |
| 0.05% | 0.07% | $155.4万 | 1.1万股 | $196.7万 | 1.2万股 | -228股-1.97% | 减仓 |
 艾伯维ABBV |
| 0.05% | 0.05% | $148.3万 | 5,893股 | $136.1万 | 6,256股 | -363股-5.80% | 减仓 |
 博通AVGO |
| 0.04% | 0.04% | $140.1万 | 3,710股 | $127.1万 | 4,107股 | -397股-9.67% | 减仓 |
 阿斯麦ASML |
| 0.04% | 0.03% | $138.1万 | 694股 | $90.9万 | 688股 | +6股+0.87% | 加仓 |
 VisaV |
| 0.04% | 0.04% | $129.0万 | 3,760股 | $115.3万 | 3,816股 | -56股-1.47% | 减仓 |
 麦当劳MCD |
| 0.04% | 0.05% | $128.0万 | 4,736股 | $144.5万 | 4,651股 | +85股+1.83% | 加仓 |
 DANAHER DEL COMDHR |
| 0.04% | 0.04% | $127.2万 | 6,679股 | $126.8万 | 6,690股 | -11股-0.16% | 减仓 |
 家得宝HD |
| 0.04% | 0.04% | $122.1万 | 3,463股 | $123.7万 | 3,761股 | -298股-7.92% | 减仓 |
