| S道富SPYM |
| 25.54% | 24.47% | $2.16亿 | 245.9万股 | $1.84亿 | 240.3万股 | +5.5万股+2.30% | 加仓 |
| SSPDR道富指数基金SPDW |
| 11.75% | 11.42% | $9,943.8万 | 197.3万股 | $8,584.2万 | 188.0万股 | +9.3万股+4.94% | 加仓 |
| S道富SPMD |
| 5.97% | 5.76% | $5,055.4万 | 74.8万股 | $4,327.8万 | 73.1万股 | +1.7万股+2.39% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 5.88% | 6.39% | $4,975.8万 | 93.0万股 | $4,804.6万 | 89.4万股 | +3.7万股+4.09% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 5.85% | 6% | $4,953.2万 | 73.3万股 | $4,514.1万 | 70.6万股 | +2.7万股+3.77% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.18% | 5.62% | $4,383.8万 | 86.7万股 | $4,227.6万 | 83.5万股 | +3.2万股+3.78% | 加仓 |
| S道富SPSM |
| 4.55% | 4.21% | $3,851.4万 | 66.8万股 | $3,165.7万 | 65.5万股 | +1.3万股+1.94% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.46% | 3.22% | $2,930.3万 | 72.1万股 | $2,419.4万 | 70.0万股 | +2.1万股+2.97% | 加仓 |
| GGlobal X基金CLIP |
| 2.93% | 3.17% | $2,476.9万 | 24.7万股 | $2,383.6万 | 23.8万股 | +9,345股+3.93% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.6% | 2.82% | $2,201.5万 | 46.9万股 | $2,121.7万 | 45.1万股 | +1.8万股+4.07% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 2.32% | 2.57% | $1,960.9万 | 16.7万股 | $1,929.3万 | 16.6万股 | +1,560股+0.94% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 2.26% | 2.49% | $1,909.4万 | 41.5万股 | $1,871.4万 | 40.6万股 | +8,434股+2.08% | 加仓 |
| G通用动力VTI |
| 2.11% | 2.08% | $1,786.4万 | 4.8万股 | $1,565.6万 | 4.9万股 | -525股-1.08% | 减仓 |
| IiShares安硕信托IVV |
| 1.85% | 1.87% | $1,568.4万 | 2.1万股 | $1,404.1万 | 2.1万股 | -551股-2.56% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.39% | 1.53% | $1,177.9万 | 48.8万股 | $1,147.7万 | 47.3万股 | +1.5万股+3.19% | 加仓 |
| IiShares安硕信托IDEV |
| 1.37% | 1.44% | $1,158.8万 | 13.0万股 | $1,079.7万 | 12.9万股 | +992股+0.77% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.16% | 1.19% | $981.7万 | 10.2万股 | $892.3万 | 10.1万股 | +1,206股+1.20% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.13% | 1.22% | $959.9万 | 19.9万股 | $915.5万 | 19.1万股 | +7,068股+3.69% | 加仓 |
| S嘉信策略信托SCHM |
| 0.94% | 0.9% | $797.3万 | 21.6万股 | $678.9万 | 21.9万股 | -3,056股-1.39% | 减仓 |
| V先锋领航指数基金VB |
| 0.9% | 0.9% | $759.0万 | 2.5万股 | $673.5万 | 2.6万股 | -673股-2.62% | 减仓 |
| IiShares安硕信托IVW |
| 0.81% | 0.74% | $687.0万 | 5.0万股 | $559.5万 | 4.9万股 | +482股+0.97% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.7% | 0.73% | $591.7万 | 8.3万股 | $550.7万 | 8.6万股 | -2,902股-3.38% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.64% | 0.67% | $540.1万 | 9.0万股 | $501.8万 | 9.3万股 | -2,351股-2.53% | 减仓 |
 苹果AAPL |
| 0.46% | 0.45% | $388.1万 | 1.3万股 | $341.9万 | 1.3万股 | -58股-0.43% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNHEQT |
| 0.45% | 0.49% | $377.2万 | 11.2万股 | $369.0万 | 11.7万股 | -4,679股-3.99% | 减仓 |
| IiShares安硕·COREIJR |
| 0.37% | 0.34% | $315.2万 | 2.1万股 | $253.4万 | 2.0万股 | +867股+4.25% | 加仓 |
 埃克森美孚XOM |
| 0.37% | 0.51% | $309.6万 | 2.3万股 | $384.9万 | 2.3万股 | -45股-0.20% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.35% | 0.41% | $295.4万 | 6.5万股 | $310.4万 | 6.8万股 | -3,114股-4.58% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.29% | 0.3% | $245.9万 | 4.7万股 | $226.4万 | 4.8万股 | -780股-1.62% | 减仓 |
| IiShares安硕·COREIJH |
| 0.23% | 0.24% | $192.1万 | 2.5万股 | $178.5万 | 2.6万股 | -1,527股-5.78% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.22% | 0.16% | $184.3万 | 3.6万股 | $122.3万 | 2.4万股 | +1.2万股+50.61% | 加仓 |
 微软MSFT |
| 0.2% | 0.22% | $171.0万 | 4,585股 | $168.8万 | 4,560股 | +25股+0.55% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.2% | 0.2% | $169.4万 | 1.9万股 | $147.3万 | 1.9万股 | +22股+0.12% | 加仓 |
| V先锋领航指数基金VOO |
| 0.18% | 0.18% | $150.4万 | 2,190股 | $131.7万 | 2,205股 | -15股-0.68% | 减仓 |
| IiShares安硕信托EFAV |
| 0.17% | 0.2% | $141.0万 | 1.6万股 | $151.8万 | 1.7万股 | -536股-3.23% | 减仓 |
| IiShares安硕信托USRT |
| 0.15% | 0.15% | $123.5万 | 1.9万股 | $109.8万 | 1.9万股 | +22股+0.12% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.14% | 0.14% | $121.2万 | 3.6万股 | $103.7万 | 3.6万股 | +231股+0.65% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.14% | 0.16% | $120.2万 | 5.1万股 | $118.6万 | 5.5万股 | -4,394股-7.96% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.13% | 0.14% | $109.9万 | 1.1万股 | $103.3万 | 1.1万股 | -56股-0.53% | 减仓 |
 沃尔玛WMT |
| 0.13% | 0.16% | $109.9万 | 9,703股 | $120.5万 | 9,694股 | +9股+0.09% | 加仓 |
| S嘉信·USSCHA |
| 0.13% | 0.14% | $109.2万 | 3.0万股 | $102.6万 | 3.5万股 | -5,039股-14.29% | 减仓 |
 艾伯维ABBV |
| 0.13% | 0.12% | $107.7万 | 4,279股 | $93.4万 | 4,293股 | -14股-0.33% | 减仓 |
 特斯拉TSLA |
| 0.13% | 0.13% | $106.5万 | 2,532股 | $94.5万 | 2,541股 | -9股-0.35% | 减仓 |
 卡特彼勒CAT |
| 0.12% | 0.09% | $98.2万 | 922股 | $64.9万 | 917股 | +5股+0.55% | 加仓 |
| IiShares安硕信托IJK |
| 0.11% | 0.1% | $95.3万 | 8,114股 | $76.9万 | 7,640股 | +474股+6.20% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.11% | 0.11% | $94.9万 | 3.6万股 | $86.4万 | 3.3万股 | +2,801股+8.49% | 加仓 |
| IiShares安硕信托ICSH |
| 0.11% | 0.14% | $94.8万 | 1.9万股 | $105.8万 | 2.1万股 | -2,172股-10.39% | 减仓 |
| F第一信托·USTQTEC |
| 0.11% | 0.08% | $92.4万 | 2,761股 | $59.6万 | 2,761股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.11% | 0.11% | $90.9万 | 1.1万股 | $80.9万 | 2,817股 | +8,460股+300.32% | 加仓 |
 礼来LLY |
| 0.11% | 0.09% | $90.6万 | 755股 | $68.8万 | 748股 | +7股+0.94% | 加仓 |
