| IiShares安硕·7-10YRIEF |
| 8.88% | 7.97% | $1,724.2万 | 14.9万股 | $1,473.5万 | 13.0万股 | +1.9万股+14.39% | 加仓 |
| IiShares黄金信托IAU |
| 8.59% | — | $1,668.5万 | 49.5万股 | $0 | 0股 | +49.5万股 | 新买入 |
| IiShares安硕·COREIJH |
| 5.52% | 5.48% | $1,071.8万 | 4.0万股 | $1,014.4万 | 3.9万股 | +938股+2.41% | 加仓 |
| IiShares安硕·COREIJR |
| 4.07% | 4.63% | $789.7万 | 7.0万股 | $856.8万 | 7.9万股 | -9,137股-11.57% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 3.78% | 4.67% | $734.3万 | 7.0万股 | $863.3万 | 8.6万股 | -1.6万股-18.70% | 减仓 |
| IiShares安硕信托STIP |
| 3.32% | 3.28% | $644.9万 | 6.1万股 | $607.6万 | 5.7万股 | +3,181股+5.53% | 加仓 |
| IiShares安硕信托IJJ |
| 2.69% | 2.71% | $522.7万 | 5.0万股 | $501.2万 | 4.9万股 | +389股+0.79% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 2.66% | 2.63% | $517.1万 | 9.1万股 | $485.9万 | 8.8万股 | +3,295股+3.76% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 2.54% | 2.51% | $494.2万 | 11.7万股 | $463.9万 | 11.4万股 | +3,088股+2.71% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.24% | 2.17% | $435.9万 | 1.9万股 | $402.2万 | 1.9万股 | -585股-3.01% | 减仓 |
| G通用动力VTI |
| 2.23% | 2.12% | $432.4万 | 1.9万股 | $393.0万 | 1.9万股 | +384股+2.02% | 加仓 |
 TARGET COMTGT |
| 1.64% | 1.44% | $317.9万 | 1.3万股 | $265.8万 | 1.3万股 | -271股-2.02% | 减仓 |
 摩根大通JPM |
| 1.39% | 1.57% | $269.4万 | 1.7万股 | $291.3万 | 1.9万股 | -1,827股-9.55% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.36% | 1.36% | $264.3万 | 4.8万股 | $251.0万 | 4.6万股 | +1,836股+4.00% | 加仓 |
 贝莱德·INC COMBLK |
| 1.35% | 1.32% | $262.7万 | 3,009股 | $244.0万 | 3,236股 | -227股-7.01% | 减仓 |
 美国运通AXP |
| 1.32% | 1.21% | $256.7万 | 1.6万股 | $224.1万 | 1.6万股 | -277股-1.75% | 减仓 |
 CORTEVA COMCTVA |
| 1.32% | 1.51% | $256.7万 | 5.8万股 | $279.6万 | 6.0万股 | -2,128股-3.55% | 减仓 |
 联合包裹UPSUPS |
| 1.31% | 1.24% | $254.8万 | 1.2万股 | $228.9万 | 1.3万股 | -1,215股-9.02% | 减仓 |
 ADVANCE AUTO PARTSAAP |
| 1.25% | 0.22% | $243.5万 | 1.2万股 | $40.8万 | 2,222股 | +9,632股+433.48% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.22% | $236.8万 | 8,522股 | $226.2万 | 8,854股 | -332股-3.75% | 减仓 |
 星巴克SBUX |
| 1.22% | 1.34% | $236.2万 | 2.1万股 | $247.7万 | 2.3万股 | -1,564股-6.90% | 减仓 |
| B纽约梅隆银行BK |
| 1.19% | 1.06% | $230.8万 | 4.5万股 | $196.5万 | 4.2万股 | +3,414股+8.21% | 加仓 |
 可口可乐KO |
| 1.18% | 1.16% | $228.9万 | 4.2万股 | $214.2万 | 4.1万股 | +1,749股+4.30% | 加仓 |
 Phillips 66PSX |
| 1.17% | 1.13% | $227.1万 | 2.7万股 | $208.8万 | 2.6万股 | +897股+3.50% | 加仓 |
 甲骨文ORCL |
| 1.17% | 1.22% | $226.4万 | 2.9万股 | $226.0万 | 3.2万股 | -3,046股-9.46% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.16% | 1.16% | $225.9万 | 4.0万股 | $214.3万 | 4.0万股 | +92股+0.23% | 加仓 |
 强生JNJ |
| 1.16% | 1.13% | $224.3万 | 1.4万股 | $209.2万 | 1.3万股 | +890股+6.99% | 加仓 |
 REPUBLIC SVCSRSG |
| 1.15% | 1.12% | $223.8万 | 2.0万股 | $207.4万 | 2.1万股 | -563股-2.70% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.14% | 1.02% | $221.4万 | 1.2万股 | $187.8万 | 1.1万股 | +97股+0.85% | 加仓 |
 奎斯特诊断DGX |
| 1.13% | 1.19% | $219.2万 | 1.7万股 | $220.4万 | 1.7万股 | -563股-3.28% | 减仓 |
 WASTE MGMT DELWM |
| 1.13% | 1.13% | $218.5万 | 1.6万股 | $208.9万 | 1.6万股 | -597股-3.69% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.12% | 1.1% | $216.6万 | 3.5万股 | $203.7万 | 3.5万股 | -21股-0.06% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.11% | 1.04% | $216.4万 | 2.2万股 | $192.5万 | 2.2万股 | +140股+0.65% | 加仓 |
 芝加哥商品交易所CME |
| 1.11% | 1.07% | $215.7万 | 1.0万股 | $197.2万 | 9,658股 | +475股+4.92% | 加仓 |
 联合太平洋铁路UNP |
| 1.1% | 1.16% | $214.4万 | 9,754股 | $214.5万 | 9,733股 | +21股+0.22% | 加仓 |
 3M COMMMM |
| 1.07% | 1.01% | $208.0万 | 1.0万股 | $187.2万 | 9,715股 | +757股+7.79% | 加仓 |
 PROGRESSIVEPGR |
| 1.06% | 1.04% | $206.6万 | 2.1万股 | $193.2万 | 2.0万股 | +899股+4.45% | 加仓 |
 思科CSCO |
| 1.05% | 1.06% | $203.6万 | 3.8万股 | $195.8万 | 3.8万股 | +592股+1.56% | 加仓 |
 诺华NVS |
| 1.05% | 0.93% | $203.2万 | 2.2万股 | $171.6万 | 2.0万股 | +2,239股+11.16% | 加仓 |
 雅培ABT |
| 1.03% | 1.11% | $200.3万 | 1.7万股 | $205.8万 | 1.7万股 | +117股+0.68% | 加仓 |
 美国电力AEP |
| 1.01% | 0.93% | $195.6万 | 2.3万股 | $171.9万 | 2.0万股 | +2,814股+13.86% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.01% | 0.98% | $195.5万 | 8,041股 | $181.8万 | 7,478股 | +563股+7.53% | 加仓 |
 威瑞森VZ |
| 0.99% | 0.99% | $192.4万 | 3.4万股 | $183.4万 | 3.2万股 | +2,862股+9.08% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.85% | — | $164.3万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.84% | 0.87% | $162.4万 | 3,777股 | $160.5万 | 4,035股 | -258股-6.39% | 减仓 |
| V先锋领航·TOTALBND |
| 0.65% | 0.62% | $126.4万 | 1.5万股 | $115.0万 | 1.4万股 | +1,080股+7.96% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.63% | 0.62% | $123.2万 | 1.0万股 | $115.6万 | 1.0万股 | +41股+0.40% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.47% | 0.43% | $91.0万 | 1.1万股 | $79.0万 | 9,570股 | +1,445股+15.10% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.45% | $89.2万 | 2,084股 | $82.6万 | 2,084股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.46% | 0.44% | $89.1万 | 1.7万股 | $82.3万 | 1.7万股 | +633股+3.78% | 加仓 |
