| SSPDR标普500 ETFSPY |
| 21.16% | 21.16% | $511.6万 | 1.2万股 | $511.6万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 15.17% | 15.17% | $366.9万 | 1.5万股 | $366.9万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 14.25% | 14.25% | $344.5万 | 6.8万股 | $344.5万 | 6.8万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 11.3% | 11.3% | $273.3万 | 1.6万股 | $273.3万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 6.17% | 6.17% | $149.1万 | 1.9万股 | $149.1万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 5.34% | 5.34% | $129.1万 | 5,902股 | $129.1万 | 5,902股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 5.02% | 5.02% | $121.5万 | 2.1万股 | $121.5万 | 2.1万股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 4.23% | 4.23% | $102.3万 | 3,875股 | $102.3万 | 3,875股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 4.16% | 4.16% | $100.6万 | 7,431股 | $100.6万 | 7,431股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.83% | 3.83% | $92.5万 | 2.1万股 | $92.5万 | 2.1万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 2.65% | 2.65% | $64.1万 | 4,583股 | $64.1万 | 4,583股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 2.35% | 2.35% | $56.8万 | 3,544股 | $56.8万 | 3,544股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.92% | 1.92% | $46.5万 | 2,648股 | $46.5万 | 2,648股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.1% | 1.1% | $26.5万 | 4,500股 | $26.5万 | 4,500股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.06% | 1.06% | $25.6万 | 4,175股 | $25.6万 | 4,175股 | 00.00% | 持仓不变 |
 MFS MULTIMARKET INCOME TRMMT |
| 0.29% | 0.29% | $7.1万 | 1.1万股 | $7.1万 | 1.1万股 | 00.00% | 持仓不变 |
