| G通用动力VTI |
| 33.11% | 31.83% | $1.45亿 | 39.2万股 | $1.25亿 | 39.1万股 | +926股+0.24% | 加仓 |
| IiShares安硕信托IXUS |
| 11.83% | 11.91% | $5,180.0万 | 54.3万股 | $4,692.4万 | 54.2万股 | +1,145股+0.21% | 加仓 |
| V先锋领航·TOTALBND |
| 8.9% | 9.66% | $3,897.3万 | 53.1万股 | $3,803.1万 | 51.6万股 | +1.4万股+2.80% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 7.56% | 8.17% | $3,309.7万 | 65.4万股 | $3,218.1万 | 64.5万股 | +9,308股+1.44% | 加仓 |
| IiShares安硕信托ITOT |
| 5.88% | 5.82% | $2,574.5万 | 15.7万股 | $2,292.9万 | 16.1万股 | -4,260股-2.65% | 减仓 |
| IiShares安硕信托STIP |
| 5.48% | — | $2,400.0万 | 23.5万股 | $0 | 0股 | +23.5万股 | 新买入 |
| IiShares安硕·S&PIVE |
| 4.01% | 4.05% | $1,757.1万 | 7.7万股 | $1,595.4万 | 7.6万股 | +1,828股+2.42% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.71% | 3.84% | $1,626.2万 | 19.4万股 | $1,514.1万 | 20.2万股 | -7,441股-3.69% | 减仓 |
| IiShares安硕IEMG |
| 3.49% | 3.31% | $1,527.6万 | 18.4万股 | $1,305.7万 | 18.7万股 | -2,785股-1.49% | 减仓 |
| S道富SPAB |
| 2.18% | 2.5% | $955.5万 | 37.4万股 | $983.1万 | 38.4万股 | -9,304股-2.42% | 减仓 |
| IiShares安硕信托IVV |
| 2% | 1.92% | $877.5万 | 1.2万股 | $757.9万 | 1.2万股 | +115股+0.99% | 加仓 |
| IiShares安硕信托IWD |
| 1.95% | 1.94% | $855.4万 | 3.5万股 | $763.5万 | 3.6万股 | -448股-1.25% | 减仓 |
| IiShares安硕信托AGG |
| 1.65% | 1.79% | $721.7万 | 7.3万股 | $705.8万 | 7.1万股 | +1,810股+2.55% | 加仓 |
| IiShares安硕·COREIJR |
| 1.53% | 1.39% | $670.0万 | 4.5万股 | $545.6万 | 4.4万股 | +1,285股+2.93% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.85% | 0.9% | $371.8万 | 6.2万股 | $353.6万 | 6.5万股 | -3,143股-4.80% | 减仓 |
| V先锋领航指数基金VB |
| 0.83% | 0.81% | $364.9万 | 1.2万股 | $317.1万 | 1.2万股 | -70股-0.58% | 减仓 |
| IiShares安硕·COREIJH |
| 0.65% | 0.63% | $284.9万 | 3.7万股 | $249.9万 | 3.7万股 | -66股-0.18% | 减仓 |
| IiShares安硕信托GVI |
| 0.62% | 0.64% | $271.9万 | 2.5万股 | $252.0万 | 2.4万股 | +1,520股+6.40% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.58% | 0.57% | $256.0万 | 1.6万股 | $225.7万 | 1.6万股 | -6股-0.04% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.58% | 0.59% | $254.9万 | 3.3万股 | $233.6万 | 3.4万股 | -624股-1.83% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.45% | 0.44% | $195.0万 | 1.2万股 | $171.9万 | 1.2万股 | -3股-0.02% | 减仓 |
| IiShares安硕信托NYF |
| 0.42% | 0.43% | $183.9万 | 3.4万股 | $171.2万 | 3.2万股 | +1,901股+5.90% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.38% | 0.37% | $167.6万 | 1.8万股 | $144.9万 | 1.8万股 | +128股+0.70% | 加仓 |
| V先锋领航指数基金VV |
| 0.23% | 0.23% | $102.0万 | 2,967股 | $88.7万 | 2,967股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.22% | 0.22% | $97.5万 | 1,420股 | $85.0万 | 1,423股 | -3股-0.21% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.15% | 0.16% | $67.2万 | 1.3万股 | $61.4万 | 1.3万股 | -99股-0.74% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.11% | $43.2万 | 864股 | $41.4万 | 864股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.1% | 0.1% | $43.2万 | 578股 | $37.6万 | 578股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.1% | 0.09% | $42.8万 | 1,046股 | $37.3万 | 1,046股 | 00.00% | 持仓不变 |
| MMETHANEXMEOH |
| 0.1% | 0.14% | $42.1万 | 9,114股 | $54.3万 | 9,114股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.07% | 0.07% | $32.0万 | 6,177股 | $29.0万 | 6,177股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.07% | 0.07% | $30.2万 | 3,752股 | $26.9万 | 938股 | +2,814股+300.00% | 加仓 |
 亚马逊AMZN |
| 0.06% | 0.06% | $28.4万 | 1,191股 | $24.8万 | 1,191股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.05% | 0.05% | $23.5万 | 813股 | $20.8万 | 820股 | -7股-0.85% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.05% | 0.05% | $22.5万 | 3,153股 | $20.2万 | 3,153股 | 00.00% | 持仓不变 |
| HHEARTSCIENCES INC COMHSCS |
| 0.01% | 0.01% | $4.8万 | 1.9万股 | $4.8万 | 1.9万股 | 00.00% | 持仓不变 |
