| IiShares安硕信托IEFA |
| 17.77% | 22.35% | $8,020.0万 | 83.0万股 | $7,794.3万 | 86.1万股 | -3.1万股-3.55% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 11.31% | — | $5,104.8万 | 95.2万股 | $0 | 0股 | +95.2万股 | 新买入 |
| IiShares安硕信托IVV |
| 10.86% | 12.23% | $4,902.3万 | 6.5万股 | $4,264.8万 | 6.5万股 | +172股+0.26% | 加仓 |
| IiShares安硕IEMG |
| 10.23% | 12.59% | $4,615.2万 | 55.7万股 | $4,389.6万 | 62.9万股 | -7.2万股-11.47% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 10.07% | 12.05% | $4,542.2万 | 48.0万股 | $4,201.3万 | 44.0万股 | +4.0万股+9.11% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 6.03% | — | $2,721.8万 | 32.9万股 | $0 | 0股 | +32.9万股 | 新买入 |
| V先锋领航斯科茨代尔基金VGSH |
| 4.09% | — | $1,843.3万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
| IiShares安硕·COREIJH |
| 3.81% | 4.51% | $1,720.4万 | 22.3万股 | $1,572.9万 | 23.3万股 | -9,805股-4.21% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.73% | — | $1,681.5万 | 21.3万股 | $0 | 0股 | +21.3万股 | 新买入 |
| IiShares安硕·COREIJR |
| 2.61% | 3.15% | $1,179.2万 | 8.0万股 | $1,097.0万 | 8.8万股 | -8,737股-9.90% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 2.48% | 12.85% | $1,119.3万 | 20.3万股 | $4,481.2万 | 80.9万股 | -60.7万股-74.94% | 减仓 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 1.94% | 1.45% | $875.8万 | 20.0万股 | $504.6万 | 10.5万股 | +9.6万股+91.14% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.84% | 2.22% | $831.5万 | 16.5万股 | $773.6万 | 16.9万股 | -4,440股-2.62% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.63% | — | $733.3万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 1.42% | — | $640.6万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
| IiShares安硕信托GVI |
| 1.31% | 1.34% | $590.4万 | 5.5万股 | $468.8万 | 4.4万股 | +1.1万股+24.21% | 加仓 |
| I景顺自营指数基金BSCQ |
| 1.16% | 5.96% | $522.2万 | 26.7万股 | $2,077.7万 | 106.4万股 | -79.6万股-74.86% | 减仓 |
| S嘉信·USSCHX |
| 0.98% | 1.2% | $444.3万 | 15.1万股 | $419.3万 | 16.4万股 | -1.3万股-7.67% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.71% | 0.87% | $321.6万 | 6.2万股 | $304.2万 | 6.5万股 | -2,751股-4.24% | 减仓 |
| S道富SPSM |
| 0.66% | 0.74% | $299.5万 | 5.2万股 | $258.6万 | 5.4万股 | -1,587股-2.97% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.65% | 0.73% | $291.4万 | 10.1万股 | $255.4万 | 10.2万股 | -1,115股-1.10% | 减仓 |
| IiShares安硕信托GVI |
| 0.62% | 0.97% | $279.0万 | 2.6万股 | $336.7万 | 3.2万股 | -5,403股-17.09% | 减仓 |
| S嘉信·USSCHA |
| 0.58% | 0.77% | $262.7万 | 7.3万股 | $267.5万 | 9.2万股 | -1.9万股-20.96% | 减仓 |
| S嘉信策略信托SCHF |
| 0.46% | 0.53% | $206.7万 | 7.5万股 | $185.4万 | 7.5万股 | -298股-0.40% | 减仓 |
| IiShares安硕信托IDEV |
| 0.45% | 0.31% | $203.4万 | 2.3万股 | $108.7万 | 1.3万股 | +9,848股+75.72% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.4% | — | $181.6万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.27% | 0.33% | $123.4万 | 1.2万股 | $116.0万 | 1.2万股 | -71股-0.59% | 减仓 |
| S嘉信策略信托SCHE |
| 0.27% | 0.35% | $122.5万 | 3.4万股 | $122.9万 | 3.7万股 | -3,508股-9.41% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.25% | — | $112.8万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| S嘉信策略信托SCHM |
| 0.22% | 0.29% | $100.2万 | 2.7万股 | $100.9万 | 3.3万股 | -5,405股-16.58% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.42% | $97.6万 | 1,307股 | $144.9万 | 2,228股 | -921股-41.34% | 减仓 |
| IiShares安硕信托IWV |
| 0.15% | 0.17% | $67.0万 | 1,572股 | $60.1万 | 1,620股 | -48股-2.96% | 减仓 |
| V先锋领航指数基金VXF |
| 0.15% | 0.1% | $66.6万 | 2,704股 | $34.1万 | 1,658股 | +1,046股+63.09% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.12% | 0.41% | $53.6万 | 2.0万股 | $144.6万 | 5.5万股 | -3.5万股-62.85% | 减仓 |
| S道富SPMD |
| 0.11% | 0.14% | $51.4万 | 7,602股 | $48.8万 | 8,245股 | -643股-7.80% | 减仓 |
| V先锋领航·MIDVO |
| 0.08% | 0.09% | $34.5万 | 4,276股 | $30.7万 | 1,069股 | +3,207股+300.00% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.07% | 0.03% | $30.7万 | 3,943股 | $11.8万 | 1,511股 | +2,432股+160.95% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.04% | 0.02% | $17.6万 | 3,765股 | $6.9万 | 1,464股 | +2,301股+157.17% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.04% | 0.02% | $15.9万 | 2,079股 | $6.2万 | 803股 | +1,276股+158.90% | 加仓 |
| V先锋领航指数基金VOO |
| 0.03% | 0.05% | $14.5万 | 211股 | $17.1万 | 287股 | -76股-26.48% | 减仓 |
| V先锋领航债券指数基金BLV |
| 0.03% | 0.02% | $13.6万 | 1,978股 | $5.3万 | 767股 | +1,211股+157.89% | 加仓 |
| G通用动力VTI |
| 0.03% | 0.07% | $13.2万 | 358股 | $25.7万 | 802股 | -444股-55.36% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.03% | 0.11% | $11.5万 | 1,046股 | $40.0万 | 4,114股 | -3,068股-74.57% | 减仓 |
| V先锋领航指数基金VB |
| 0.02% | 0.03% | $10.4万 | 342股 | $9.5万 | 363股 | -21股-5.79% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.02% | 0.02% | $8.7万 | 1,215股 | $7.8万 | 1,214股 | +1股+0.08% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.01% | 0.02% | $5.1万 | 2,521股 | $7.9万 | 3,859股 | -1,338股-34.67% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.01% | 0.25% | $4.9万 | 602股 | $87.3万 | 1.1万股 | -9,976股-94.31% | 减仓 |
| SSPDR道富指数基金RWO |
| 0.01% | 0.01% | $4.2万 | 847股 | $3.9万 | 847股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.01% | 0.01% | $4.1万 | 428股 | $4.0万 | 428股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| <0.01% | 0.09% | $2.0万 | 130股 | $31.7万 | 2,293股 | -2,163股-94.33% | 减仓 |
