| G通用动力VTI |
| 27.81% | 27.07% | $4,605.2万 | 12.4万股 | $4,053.1万 | 12.6万股 | -1,887股-1.49% | 减仓 |
| IiShares安硕信托IVV |
| 17.09% | 16.48% | $2,829.0万 | 3.8万股 | $2,467.6万 | 3.8万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 8.35% | 8.1% | $1,382.6万 | 16.5万股 | $1,212.7万 | 16.1万股 | +3,605股+2.23% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.06% | 3.07% | $507.0万 | 8.5万股 | $459.1万 | 8.5万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 2.71% | 2.7% | $449.0万 | 6.3万股 | $403.8万 | 6.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.6% | 2.58% | $430.1万 | 5.7万股 | $385.8万 | 5.6万股 | +165股+0.29% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 2.17% | 2.08% | $358.9万 | 2.3万股 | $311.1万 | 2.4万股 | -291股-1.24% | 减仓 |
| S嘉信策略信托SCHF |
| 2.13% | 1.76% | $353.0万 | 12.7万股 | $264.3万 | 10.7万股 | +2.1万股+19.36% | 加仓 |
| S嘉信·USSCHX |
| 1.56% | 1.54% | $259.0万 | 8.8万股 | $231.2万 | 9.0万股 | -2,162股-2.40% | 减仓 |
 微软MSFT |
| 1.45% | 1.55% | $239.9万 | 6,432股 | $232.4万 | 6,279股 | +153股+2.44% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.34% | 1.35% | $222.0万 | 2.3万股 | $202.7万 | 2.3万股 | +172股+0.75% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 1.13% | 1.14% | $187.7万 | 4.0万股 | $170.0万 | 4.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托USXF |
| 1.11% | 0.97% | $183.8万 | 2.6万股 | $144.8万 | 2.6万股 | +231股+0.88% | 加仓 |
 强生JNJ |
| 1.07% | 1.14% | $176.9万 | 6,964股 | $170.2万 | 6,964股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.97% | 0.99% | $161.1万 | 4.4万股 | $148.5万 | 4.4万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.93% | 0.93% | $154.3万 | 1.8万股 | $139.1万 | 1.8万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.89% | 1.04% | $147.4万 | 2.5万股 | $156.3万 | 2.7万股 | -1,371股-5.13% | 减仓 |
| Q高通QCOM |
| 0.87% | 0.67% | $144.0万 | 7,795股 | $100.4万 | 7,795股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.82% | 0.79% | $136.3万 | 1,985股 | $118.6万 | 1,985股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.8% | 0.74% | $131.8万 | 1.6万股 | $110.6万 | 1.6万股 | +60股+0.38% | 加仓 |
 英特尔INTC |
| 0.73% | 0.25% | $121.3万 | 8,685股 | $37.3万 | 8,448股 | +237股+2.81% | 加仓 |
| IiShares安硕信托USMV |
| 0.71% | 0.75% | $116.7万 | 1.2万股 | $112.2万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.69% | 0.64% | $114.8万 | 1.2万股 | $96.6万 | 1.1万股 | +884股+7.93% | 加仓 |
| IiShares安硕信托DMXF |
| 0.69% | 0.67% | $113.6万 | 1.3万股 | $100.6万 | 1.3万股 | +92股+0.69% | 加仓 |
| V先锋领航·TOTALBND |
| 0.67% | 0.76% | $110.3万 | 1.5万股 | $114.4万 | 1.6万股 | -516股-3.32% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.65% | 0.72% | $108.1万 | 1.4万股 | $108.1万 | 1.4万股 | +36股+0.26% | 加仓 |
| IISHARES INTERNATIONAL TREASURY BOND ETFIGOV |
| 0.63% | 0.5% | $103.6万 | 2.5万股 | $74.7万 | 1.8万股 | +7,043股+38.69% | 加仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.59% | 0.5% | $97.3万 | 1.3万股 | $75.6万 | 1.0万股 | +2,918股+28.63% | 加仓 |
 ALLIANT ENERGY COMLNT |
| 0.56% | 0.59% | $93.3万 | 1.2万股 | $87.7万 | 1.2万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.55% | 0.7% | $91.1万 | 6,726股 | $104.4万 | 6,726股 | 00.00% | 持仓不变 |
| IiShares安硕信托DSI |
| 0.55% | 0.51% | $90.5万 | 6,355股 | $77.0万 | 6,355股 | 00.00% | 持仓不变 |
| IiShares安硕信托ICF |
| 0.54% | 0.55% | $90.1万 | 1.3万股 | $82.2万 | 1.3万股 | +40股+0.30% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.52% | 0.53% | $86.3万 | 3.7万股 | $79.7万 | 3.4万股 | +2,998股+8.74% | 加仓 |
 道富·CORP COMSTT |
| 0.51% | 0.42% | $84.2万 | 4,964股 | $62.8万 | 4,964股 | 00.00% | 持仓不变 |
| IINVESCO INTL. CORPORATE BONDPICB |
| 0.5% | 0.5% | $82.9万 | 3.6万股 | $74.9万 | 3.2万股 | +3,359股+10.36% | 加仓 |
| IiShares安硕信托EFV |
| 0.49% | 0.53% | $81.2万 | 1.1万股 | $78.9万 | 1.1万股 | 00.00% | 持仓不变 |
 CINTAS COMCTAS |
| 0.48% | 0.64% | $79.8万 | 4,690股 | $95.1万 | 5,624股 | -934股-16.61% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.47% | 0.49% | $78.3万 | 3,448股 | $72.8万 | 3,448股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.46% | 0.47% | $76.4万 | 7,432股 | $70.1万 | 7,335股 | +97股+1.32% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.46% | 0.51% | $76.1万 | 9,767股 | $76.6万 | 9,767股 | 00.00% | 持仓不变 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.44% | 0.56% | $73.4万 | 3,860股 | $83.5万 | 4,943股 | -1,083股-21.91% | 减仓 |
| IiShares安硕信托IWV |
| 0.43% | 0.41% | $70.4万 | 1,651股 | $61.2万 | 1,651股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.41% | 0.4% | $68.4万 | 4,165股 | $59.3万 | 4,165股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.41% | 0.5% | $67.4万 | 5,338股 | $74.4万 | 5,338股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.41% | 0.96% | $67.3万 | 6,583股 | $143.2万 | 1.4万股 | -7,258股-52.44% | 减仓 |
 苹果AAPL |
| 0.41% | 0.39% | $67.1万 | 2,318股 | $58.8万 | 2,318股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 0.4% | 0.44% | $65.8万 | 2.6万股 | $66.0万 | 2.6万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.37% | 0.28% | $61.4万 | 3,225股 | $41.9万 | 3,150股 | +75股+2.38% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.36% | 0.39% | $58.8万 | 1.2万股 | $58.4万 | 1.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.59% | $49.3万 | 985股 | $87.9万 | 1,835股 | -850股-46.32% | 减仓 |
