| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 8.52% | 9.66% | $1.53亿 | 660.2万股 | $1.49亿 | 641.5万股 | +18.7万股+2.91% | 加仓 |
| V先锋领航指数基金VOO |
| 7.45% | 8.18% | $1.34亿 | 19.5万股 | $1.26亿 | 21.1万股 | -1.7万股-7.84% | 减仓 |
| S嘉信·USSCHX |
| 6.96% | 6.92% | $1.25亿 | 423.8万股 | $1.07亿 | 416.0万股 | +7.8万股+1.87% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 6.26% | 5.81% | $1.12亿 | 360.7万股 | $8,964.3万 | 321.9万股 | +38.8万股+12.05% | 加仓 |
| S嘉信策略信托SCHF |
| 5.99% | 5.59% | $1.07亿 | 387.9万股 | $8,617.4万 | 348.2万股 | +39.7万股+11.41% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.36% | 3.64% | $7,819.3万 | 231.1万股 | $5,607.2万 | 192.5万股 | +38.6万股+20.04% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.89% | 4.29% | $6,981.4万 | 98.0万股 | $6,616.5万 | 103.3万股 | -5.3万股-5.10% | 减仓 |
| IiShares安硕信托AGG |
| 3.86% | 4.54% | $6,920.9万 | 69.9万股 | $7,006.1万 | 70.6万股 | -6,535股-0.93% | 减仓 |
| S嘉信策略信托SCHE |
| 3.34% | 1.48% | $5,989.9万 | 165.2万股 | $2,280.3万 | 69.2万股 | +96.0万股+138.70% | 加仓 |
| S嘉信策略信托SCHC |
| 3.01% | 3.27% | $5,390.9万 | 102.2万股 | $5,037.8万 | 103.0万股 | -7,802股-0.76% | 减仓 |
| V先锋领航·TOTALBND |
| 2.69% | 2.77% | $4,820.0万 | 65.7万股 | $4,277.9万 | 58.1万股 | +7.6万股+13.03% | 加仓 |
| IiShares安硕·S&PIUSG |
| 2.67% | 2.84% | $4,783.2万 | 25.4万股 | $4,373.2万 | 28.2万股 | -2.8万股-9.80% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.98% | 2.09% | $3,549.0万 | 149.9万股 | $3,222.0万 | 149.9万股 | -592股-0.04% | 减仓 |
| S嘉信·USSCHA |
| 1.75% | 1.54% | $3,140.8万 | 86.9万股 | $2,377.4万 | 81.8万股 | +5.2万股+6.33% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.74% | 1.96% | $3,120.0万 | 57.7万股 | $3,029.8万 | 63.7万股 | -6.0万股-9.41% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.66% | 1.33% | $2,979.6万 | 61.9万股 | $2,048.7万 | 43.8万股 | +18.1万股+41.27% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.53% | 1.73% | $2,750.2万 | 113.9万股 | $2,673.8万 | 110.2万股 | +3.8万股+3.41% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 1.52% | 1.57% | $2,724.5万 | 105.5万股 | $2,419.4万 | 95.0万股 | +10.6万股+11.13% | 加仓 |
 英伟达NVDA |
| 1.5% | 1.59% | $2,684.7万 | 13.4万股 | $2,452.2万 | 14.1万股 | -6,434股-4.58% | 减仓 |
| IiShares安硕信托IVV |
| 1.46% | 1.52% | $2,619.1万 | 3.5万股 | $2,346.9万 | 3.6万股 | -955股-2.66% | 减仓 |
| IiShares安硕信托USRT |
| 1.45% | 1.58% | $2,607.7万 | 39.2万股 | $2,432.9万 | 41.1万股 | -1.9万股-4.53% | 减仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 1.38% | 1.51% | $2,468.1万 | 32.6万股 | $2,327.9万 | 33.3万股 | -6,735股-2.02% | 减仓 |
| V先锋领航指数基金VB |
| 1.24% | 1.3% | $2,217.4万 | 7.3万股 | $2,005.7万 | 7.7万股 | -3,427股-4.48% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.16% | 1.37% | $2,079.2万 | 35.7万股 | $2,105.6万 | 36.0万股 | -2,433股-0.68% | 减仓 |
| IiShares安硕信托GVI |
| 1.05% | 1.19% | $1,888.6万 | 17.5万股 | $1,831.6万 | 17.3万股 | +2,935股+1.70% | 加仓 |
 埃克森美孚XOM |
| 0.93% | 0.27% | $1,671.0万 | 12.2万股 | $420.7万 | 2.5万股 | +9.7万股+392.85% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.92% | 0.89% | $1,641.0万 | 43.1万股 | $1,376.7万 | 42.5万股 | +6,659股+1.57% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.91% | 1.02% | $1,625.3万 | 41.0万股 | $1,574.1万 | 41.1万股 | -1,812股-0.44% | 减仓 |
 苹果AAPL |
| 0.88% | 0.85% | $1,570.0万 | 5.4万股 | $1,310.0万 | 5.2万股 | +2,642股+5.12% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.84% | 0.65% | $1,507.1万 | 25.2万股 | $1,010.0万 | 18.7万股 | +6.6万股+35.12% | 加仓 |
| S嘉信策略信托SCHD |
| 0.81% | 0.92% | $1,454.2万 | 45.9万股 | $1,413.3万 | 46.1万股 | -2,053股-0.45% | 减仓 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 0.74% | 0.85% | $1,333.2万 | 50.9万股 | $1,314.2万 | 50.5万股 | +3,814股+0.75% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.66% | 0.75% | $1,178.4万 | 52.0万股 | $1,159.7万 | 51.1万股 | +9,136股+1.79% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.62% | 0.69% | $1,111.5万 | 22.9万股 | $1,058.9万 | 22.8万股 | +480股+0.21% | 加仓 |
 摩根大通JPM |
| 0.6% | 0.58% | $1,077.6万 | 3.3万股 | $889.3万 | 3.0万股 | +2,689股+8.89% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.52% | 0.6% | $930.9万 | 11.3万股 | $932.2万 | 11.9万股 | -5,737股-4.83% | 减仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.5% | 0.58% | $891.9万 | 28.1万股 | $900.0万 | 28.4万股 | -3,174股-1.12% | 减仓 |
 博通AVGO |
| 0.46% | 0.44% | $822.7万 | 2.2万股 | $674.1万 | 2.2万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.44% | 0.45% | $797.5万 | 3.2万股 | $688.8万 | 3.2万股 | +23股+0.07% | 加仓 |
 微软MSFT |
| 0.43% | 0.5% | $777.8万 | 2.1万股 | $764.7万 | 2.1万股 | +193股+0.93% | 加仓 |
| S嘉信·USSCHP |
| 0.4% | 0.47% | $722.6万 | 27.3万股 | $725.6万 | 27.3万股 | -1股-0.00% | 减仓 |
| IiShares安硕信托TIP |
| 0.39% | 0.47% | $706.7万 | 6.5万股 | $727.0万 | 6.6万股 | -1,296股-1.97% | 减仓 |
| I景顺QQQ信托VOO |
| 0.38% | 0.18% | $675.7万 | 9,175股 | $285.3万 | 4,943股 | +4,232股+85.62% | 加仓 |
 谷歌AGOOGL |
| 0.36% | 0.36% | $641.5万 | 1.8万股 | $547.6万 | 1.9万股 | -1,093股-5.74% | 减仓 |
 INVESCO RAFI US 1500 SMALL-MID ETFFITB |
| 0.34% | 0.34% | $609.4万 | 10.9万股 | $532.0万 | 11.6万股 | -6,693股-5.77% | 减仓 |
| IiShares安硕信托IEFA |
| 0.32% | 0.36% | $581.9万 | 6.0万股 | $558.1万 | 6.2万股 | -1,401股-2.27% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.12% | $571.5万 | 7,653股 | $192.2万 | 2,956股 | +4,697股+158.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.29% | $535.4万 | 1.5万股 | $443.8万 | 1.5万股 | -317股-2.05% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.24% | 0.29% | $426.8万 | 2.8万股 | $439.8万 | 3.0万股 | -2,087股-6.93% | 减仓 |
 卡特彼勒CAT |
| 0.24% | 0.18% | $424.8万 | 3,989股 | $276.4万 | 3,902股 | +87股+2.23% | 加仓 |
