| IiShares安硕信托IVV |
| 29.84% | 28.79% | $4.95亿 | 66.1万股 | $4.24亿 | 64.9万股 | +1.1万股+1.74% | 加仓 |
| VVictory组合IIUBND |
| 11.22% | 12.09% | $1.86亿 | 856.2万股 | $1.78亿 | 817.9万股 | +38.2万股+4.68% | 加仓 |
| IiShares安硕信托IXUS |
| 10.41% | 10.4% | $1.73亿 | 180.8万股 | $1.53亿 | 176.8万股 | +3.9万股+2.23% | 加仓 |
| IiShares安硕·COREIJH |
| 9.6% | 9.26% | $1.59亿 | 206.5万股 | $1.36亿 | 202.1万股 | +4.4万股+2.18% | 加仓 |
| IiShares安硕·COREIJR |
| 4.34% | 4.03% | $7,194.7万 | 48.5万股 | $5,938.8万 | 47.8万股 | +7,369股+1.54% | 加仓 |
| S道富SPYM |
| 3.91% | 3.85% | $6,485.1万 | 73.8万股 | $5,669.5万 | 74.1万股 | -2,772股-0.37% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 3.53% | 3.71% | $5,856.3万 | 121.4万股 | $5,470.2万 | 112.9万股 | +8.5万股+7.52% | 加仓 |
| IiShares安硕信托GVI |
| 2.65% | 2.76% | $4,392.0万 | 40.8万股 | $4,070.1万 | 38.3万股 | +2.5万股+6.44% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2.63% | 2.68% | $4,364.1万 | 51.0万股 | $3,954.0万 | 51.3万股 | -2,289股-0.45% | 减仓 |
 南方电力SO |
| 2.16% | 2.55% | $3,578.2万 | 37.4万股 | $3,760.2万 | 39.0万股 | -1.6万股-4.04% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.91% | 2.03% | $3,171.2万 | 62.7万股 | $2,991.7万 | 59.8万股 | +2.9万股+4.83% | 加仓 |
| S道富SPMD |
| 1.9% | 1.89% | $3,156.3万 | 46.7万股 | $2,783.6万 | 47.0万股 | -2,860股-0.61% | 减仓 |
| IiShares安硕信托GVI |
| 1.73% | 1.87% | $2,875.4万 | 27.0万股 | $2,759.5万 | 25.9万股 | +1.1万股+4.23% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.36% | 1.38% | $2,259.9万 | 44.7万股 | $2,040.2万 | 40.3万股 | +4.4万股+10.86% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.33% | 1.44% | $2,204.8万 | 43.6万股 | $2,124.6万 | 42.6万股 | +1.0万股+2.36% | 加仓 |
| S道富SPSM |
| 1.14% | 1.09% | $1,892.3万 | 32.8万股 | $1,604.5万 | 33.2万股 | -3,934股-1.18% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.52% | 0.53% | $868.5万 | 5.5万股 | $777.4万 | 5.6万股 | -853股-1.52% | 减仓 |
 苹果AAPL |
| 0.47% | 0.47% | $785.4万 | 2.7万股 | $685.2万 | 2.7万股 | +142股+0.53% | 加仓 |
| IiShares安硕信托IVW |
| 0.43% | 0.43% | $712.8万 | 5.2万股 | $631.5万 | 5.6万股 | -3,998股-7.16% | 减仓 |
| IiShares安硕信托ICSH |
| 0.42% | 0.24% | $692.7万 | 13.7万股 | $359.2万 | 7.1万股 | +6.6万股+92.98% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.37% | 0.37% | $619.2万 | 5.6万股 | $547.4万 | 5.6万股 | -173股-0.31% | 减仓 |
| IiShares安硕信托IEFA |
| 0.36% | 0.38% | $603.0万 | 6.2万股 | $560.9万 | 6.2万股 | +480股+0.77% | 加仓 |
 雷蒙德詹姆斯RJF |
| 0.35% | 0.38% | $586.3万 | 3.9万股 | $558.4万 | 3.9万股 | -2股-0.01% | 减仓 |
 微软MSFT |
| 0.25% | 0.28% | $417.6万 | 1.1万股 | $410.0万 | 1.1万股 | +118股+1.07% | 加仓 |
 英伟达NVDA |
| 0.25% | 0.24% | $414.5万 | 2.1万股 | $357.0万 | 2.0万股 | +242股+1.18% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.23% | $363.4万 | 7,263股 | $345.0万 | 7,200股 | +63股+0.88% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.21% | 0.2% | $350.2万 | 2.8万股 | $300.4万 | 7,044股 | +2.1万股+300.34% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.2% | $343.2万 | 4,596股 | $289.5万 | 4,452股 | +144股+3.23% | 加仓 |
| IiShares安硕信托IWD |
| 0.19% | 0.19% | $311.3万 | 1.3万股 | $279.7万 | 1.3万股 | -247股-1.89% | 减仓 |
| IiShares安硕信托ITOT |
| 0.18% | 0.17% | $290.9万 | 1.8万股 | $252.4万 | 1.8万股 | -7股-0.04% | 减仓 |
 亚马逊AMZN |
| 0.18% | 0.17% | $290.5万 | 1.2万股 | $248.7万 | 1.2万股 | +243股+2.03% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.17% | 0.2% | $289.2万 | 2.2万股 | $295.9万 | 2.2万股 | +237股+1.09% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.16% | 0.01% | $271.9万 | 2.7万股 | $21.4万 | 2,486股 | +2.4万股+984.35% | 加仓 |
 博通AVGO |
| 0.14% | 0.13% | $228.2万 | 6,040股 | $184.9万 | 5,974股 | +66股+1.10% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.13% | 0.14% | $212.8万 | 2.6万股 | $207.2万 | 2.5万股 | +821股+3.27% | 加仓 |
 卡特彼勒CAT |
| 0.13% | 0.1% | $211.7万 | 1,988股 | $140.3万 | 1,980股 | +8股+0.40% | 加仓 |
| I景顺QQQ信托VOO |
| 0.12% | 0.13% | $191.8万 | 2,604股 | $184.6万 | 3,198股 | -594股-18.57% | 减仓 |
| G通用动力VTI |
| 0.11% | 0.12% | $187.1万 | 5,056股 | $171.8万 | 5,356股 | -300股-5.60% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.11% | 0.12% | $184.7万 | 2.4万股 | $178.6万 | 2.3万股 | +925股+4.06% | 加仓 |
| V先锋领航指数基金VV |
| 0.11% | 0.11% | $183.2万 | 5,328股 | $159.2万 | 5,327股 | +1股+0.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.09% | $174.1万 | 4,928股 | $139.5万 | 4,864股 | +64股+1.32% | 加仓 |
| IiShares安硕信托AGG |
| 0.1% | 0.16% | $170.3万 | 1.7万股 | $228.6万 | 2.3万股 | -5,825股-25.30% | 减仓 |
 JacobsJ |
| 0.1% | 0.12% | $169.1万 | 1.3万股 | $170.8万 | 1.3万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.1% | 0.11% | $166.7万 | 6,565股 | $158.1万 | 6,469股 | +96股+1.48% | 加仓 |
 礼来LLY |
| 0.1% | 0.08% | $165.7万 | 1,381股 | $124.2万 | 1,350股 | +31股+2.30% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.09% | 0.1% | $150.8万 | 6,641股 | $140.8万 | 6,667股 | -26股-0.39% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.09% | 0.09% | $150.4万 | 1.4万股 | $139.0万 | 1.4万股 | +165股+1.15% | 加仓 |
 PALO ALTOPANW |
| 0.09% | 0.05% | $150.3万 | 4,408股 | $72.0万 | 4,488股 | -80股-1.78% | 减仓 |
 AMERIS BANCORPABCB |
| 0.09% | 0.09% | $147.0万 | 1.6万股 | $129.9万 | 1.7万股 | -370股-2.22% | 减仓 |
 沃尔玛WMT |
| 0.09% | 0.11% | $144.3万 | 1.3万股 | $161.4万 | 1.3万股 | -244股-1.88% | 减仓 |
