| IiShares安硕信托IVV |
| 15.16% | 14.99% | $5,519.4万 | 7.4万股 | $4,878.7万 | 7.5万股 | -987股-1.32% | 减仓 |
| V先锋领航债券指数基金BIV |
| 15% | 15.91% | $5,458.4万 | 71.2万股 | $5,174.9万 | 67.0万股 | +4.1万股+6.14% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 10.25% | 10.18% | $3,731.9万 | 44.6万股 | $3,312.8万 | 44.1万股 | +4,471股+1.01% | 加仓 |
| V先锋领航债券指数基金BSV |
| 8.96% | 9.1% | $3,261.2万 | 41.9万股 | $2,961.4万 | 37.8万股 | +4.1万股+10.83% | 加仓 |
| S嘉信·USSCHX |
| 7.69% | 7.51% | $2,797.6万 | 95.1万股 | $2,443.1万 | 95.3万股 | -2,224股-0.23% | 减仓 |
| SSPDR道富系列信托SPYG |
| 3.8% | 3.53% | $1,381.3万 | 11.6万股 | $1,149.3万 | 11.7万股 | -1,298股-1.11% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.18% | 3.37% | $1,158.9万 | 14.7万股 | $1,097.1万 | 13.8万股 | +8,238股+5.95% | 加仓 |
| IiShares安硕·COREIJH |
| 3.15% | 3.07% | $1,146.9万 | 14.9万股 | $999.5万 | 14.8万股 | +719股+0.49% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.03% | 3.2% | $1,102.2万 | 10.6万股 | $1,041.0万 | 10.7万股 | -1,070股-1.00% | 减仓 |
| S嘉信策略信托SCHF |
| 2.96% | 2.96% | $1,076.3万 | 38.9万股 | $963.1万 | 38.9万股 | -571股-0.15% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.85% | 2.74% | $1,036.2万 | 30.6万股 | $892.9万 | 30.7万股 | -342股-0.11% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.83% | 2.94% | $1,028.6万 | 6.5万股 | $957.1万 | 6.5万股 | +460股+0.71% | 加仓 |
| S嘉信策略信托SCHD |
| 2.65% | 2.79% | $963.0万 | 30.4万股 | $908.0万 | 29.6万股 | +7,723股+2.61% | 加仓 |
| V先锋领航指数基金VOO |
| 2.54% | 2.56% | $924.5万 | 1.3万股 | $833.1万 | 1.4万股 | -481股-3.45% | 减仓 |
| V先锋领航指数基金VV |
| 2.02% | 2.08% | $734.5万 | 2.1万股 | $676.0万 | 2.3万股 | -1,264股-5.59% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.81% | 1.86% | $659.5万 | 4.3万股 | $606.4万 | 4.2万股 | +1,155股+2.78% | 加仓 |
| S嘉信策略信托SCHM |
| 1.37% | 1.29% | $497.6万 | 13.5万股 | $420.3万 | 13.6万股 | -814股-0.60% | 减仓 |
| S道富SPSM |
| 1.23% | 1.14% | $448.5万 | 7.8万股 | $369.8万 | 7.7万股 | +1,233股+1.61% | 加仓 |
| S嘉信·USSCHA |
| 0.78% | 0.7% | $285.6万 | 7.9万股 | $229.0万 | 7.9万股 | +290股+0.37% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.77% | 0.78% | $280.0万 | 3,981股 | $253.1万 | 4,103股 | -122股-2.97% | 减仓 |
| IiShares安硕·COREIJR |
| 0.73% | 0.69% | $267.5万 | 1.8万股 | $225.7万 | 1.8万股 | -125股-0.69% | 减仓 |
| V先锋领航指数基金VUG |
| 0.55% | 0.49% | $201.5万 | 2.3万股 | $160.2万 | 3,667股 | +2.0万股+537.80% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.55% | 0.49% | $199.3万 | 4.1万股 | $159.1万 | 3.3万股 | +8,045股+24.30% | 加仓 |
 宣伟SHW |
| 0.44% | 0.46% | $161.0万 | 4,676股 | $149.9万 | 4,676股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.39% | 0.38% | $140.9万 | 4,870股 | $123.9万 | 4,882股 | -12股-0.25% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.36% | 0.41% | $132.3万 | 5.7万股 | $132.8万 | 5.7万股 | +5股+0.01% | 加仓 |
| IiShares安硕信托IVW |
| 0.36% | 0.3% | $130.3万 | 9,474股 | $97.9万 | 8,657股 | +817股+9.44% | 加仓 |
| IiShares安硕信托GVI |
| 0.34% | 0.42% | $124.5万 | 1.2万股 | $135.6万 | 1.3万股 | -1,206股-9.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.29% | 0.23% | $104.8万 | 1,404股 | $75.1万 | 1,155股 | +249股+21.56% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.12% | $104.7万 | 2,962股 | $38.5万 | 1,341股 | +1,621股+120.88% | 加仓 |
 谷歌AGOOGL |
| 0.24% | — | $88.0万 | 2,462股 | $0 | 0股 | +2,462股 | 新买入 |
 微软MSFT |
| 0.24% | 0.26% | $86.4万 | 2,317股 | $85.8万 | 2,317股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIUSG |
| 0.23% | 0.21% | $82.8万 | 4,404股 | $68.3万 | 4,404股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.23% | 0.24% | $82.0万 | 3,227股 | $78.9万 | 3,227股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.2% | 0.2% | $72.0万 | 3,302股 | $64.8万 | 3,302股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.18% | 0.16% | $64.3万 | 9,405股 | $53.4万 | 9,405股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.15% | 0.15% | $55.6万 | 2,044股 | $49.6万 | 2,044股 | 00.00% | 持仓不变 |
| IiShares安硕信托USXF |
| 0.15% | 0.13% | $55.3万 | 7,956股 | $42.2万 | 7,648股 | +308股+4.03% | 加仓 |
 摩根大通JPM |
| 0.14% | 0.15% | $52.6万 | 1,607股 | $47.3万 | 1,607股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.14% | 0.15% | $50.4万 | 4,738股 | $49.3万 | 4,626股 | +112股+2.42% | 加仓 |
| IiShares安硕信托DSI |
| 0.13% | 0.12% | $45.8万 | 3,218股 | $40.3万 | 3,326股 | -108股-3.25% | 减仓 |
| V先锋领航·MIDVO |
| 0.13% | 0.12% | $45.5万 | 5,652股 | $40.6万 | 1,413股 | +4,239股+300.00% | 加仓 |
| IIBMIBM |
| 0.12% | 0.12% | $43.0万 | 1,530股 | $38.1万 | 1,570股 | -40股-2.55% | 减仓 |
 CHUBB LIMITEDCB |
| 0.12% | 0.12% | $42.1万 | 1,235股 | $40.3万 | 1,235股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.1% | 0.06% | $37.9万 | 1,590股 | $20.7万 | 993股 | +597股+60.12% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.1% | 0.1% | $36.3万 | 3,293股 | $32.0万 | 3,293股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.1% | 0.09% | $35.1万 | 1,393股 | $30.3万 | 1,393股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.09% | 0.11% | $34.2万 | 5,879股 | $34.4万 | 5,879股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.09% | 0.09% | $34.2万 | 1,406股 | $30.7万 | 1,415股 | -9股-0.64% | 减仓 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.09% | 0.09% | $32.3万 | 1.1万股 | $28.8万 | 1.1万股 | 00.00% | 持仓不变 |
