| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 17.65% | 19.14% | $1,975.8万 | 16.8万股 | $1,846.7万 | 16.1万股 | +6,593股+4.10% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 13.11% | 11.83% | $1,467.5万 | 52.3万股 | $1,141.0万 | 49.5万股 | +2.8万股+5.74% | 加仓 |
| V先锋领航指数基金VTV |
| 9.86% | 0.74% | $1,103.6万 | 10.7万股 | $71.1万 | 7,984股 | +9.9万股+1,234.57% | 加仓 |
| IiShares安硕信托IVV |
| 7.96% | 7.2% | $890.9万 | 2.7万股 | $694.5万 | 2.7万股 | +577股+2.15% | 加仓 |
| IINVESCO EXCHNG TRADED FD TR GBL SRT TRMPGHY |
| 7.79% | 8.44% | $872.4万 | 40.6万股 | $813.8万 | 41.2万股 | -5,890股-1.43% | 减仓 |
| IiShares安硕IEMG |
| 7.46% | 7.25% | $835.4万 | 16.0万股 | $699.3万 | 17.3万股 | -1.3万股-7.51% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 6.81% | 8.32% | $761.8万 | 8.8万股 | $803.0万 | 9.3万股 | -4,632股-5.00% | 减仓 |
| SSPDR道富指数基金RWO |
| 2.66% | 2.83% | $297.7万 | 7.6万股 | $273.2万 | 7.6万股 | +256股+0.34% | 加仓 |
| S嘉信策略信托SCHE |
| 2.61% | 2.19% | $291.6万 | 10.9万股 | $210.8万 | 10.2万股 | +7,156股+7.02% | 加仓 |
| S嘉信·USSCHX |
| 2.51% | 2.29% | $280.4万 | 3.6万股 | $220.6万 | 3.6万股 | +44股+0.12% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.49% | 3.31% | $278.7万 | 5.4万股 | $319.4万 | 6.2万股 | -7,720股-12.50% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2% | 1.79% | $223.4万 | 1.5万股 | $172.6万 | 1.5万股 | +57股+0.38% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2% | 1.83% | $223.4万 | 4.0万股 | $176.7万 | 3.9万股 | +105股+0.27% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.5% | 3.72% | $167.5万 | 2.9万股 | $358.9万 | 6.4万股 | -3.5万股-54.84% | 减仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 1.38% | 0.99% | $154.5万 | 1.2万股 | $95.4万 | 9,328股 | +2,771股+29.71% | 加仓 |
| IiShares安硕信托IEFA |
| 1.12% | 0.97% | $124.9万 | 2.1万股 | $93.1万 | 1.9万股 | +2,078股+11.14% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.04% | 1.01% | $116.3万 | 9,436股 | $97.4万 | 9,420股 | +16股+0.17% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.95% | 1.05% | $106.4万 | 1.1万股 | $101.4万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.94% | 0.77% | $105.6万 | 1.5万股 | $73.8万 | 1.3万股 | +1,598股+12.38% | 加仓 |
 亚马逊AMZN |
| 0.66% | 0.5% | $73.6万 | 241股 | $48.0万 | 246股 | -5股-2.03% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.64% | 0.57% | $71.5万 | 2.3万股 | $55.3万 | 2.3万股 | -79股-0.35% | 减仓 |
| IiShares安硕信托CMF |
| 0.59% | — | $66.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| S嘉信·USSCHA |
| 0.55% | 0.48% | $61.5万 | 9,045股 | $46.6万 | 9,045股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.54% | 6.59% | $60.6万 | 7,257股 | $635.9万 | 8.6万股 | -7.9万股-91.61% | 减仓 |
| S嘉信策略信托SCHD |
| 0.5% | 2.53% | $56.4万 | 1.0万股 | $243.6万 | 5.4万股 | -4.4万股-80.80% | 减仓 |
| IiShares安硕信托ITOT |
| 0.48% | 0.38% | $54.1万 | 7,375股 | $36.4万 | 6,323股 | +1,052股+16.64% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.45% | 0.37% | $50.2万 | 1.2万股 | $35.9万 | 1.1万股 | +1,502股+13.96% | 加仓 |
 苹果AAPL |
| 0.44% | 0.28% | $49.4万 | 1,302股 | $26.6万 | 1,045股 | +257股+24.59% | 加仓 |
| V先锋领航指数基金VOO |
| 0.4% | 0.29% | $45.1万 | 1,517股 | $27.8万 | 1,173股 | +344股+29.33% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.4% | 0.56% | $45.0万 | 5,413股 | $54.4万 | 6,623股 | -1,210股-18.27% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.34% | 0.28% | $38.2万 | 4,959股 | $27.0万 | 4,469股 | +490股+10.96% | 加仓 |
| IiShares安硕ESGE |
| 0.33% | 0.26% | $37.1万 | 1.1万股 | $24.6万 | 8,983股 | +1,518股+16.90% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.32% | 0.25% | $35.5万 | 8,170股 | $23.9万 | 7,137股 | +1,033股+14.47% | 加仓 |
 Meta平台META |
| 0.31% | 0.26% | $34.4万 | 1,475股 | $24.6万 | 1,475股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.3% | 0.24% | $33.4万 | 5,224股 | $23.0万 | 4,318股 | +906股+20.98% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.27% | 0.24% | $29.9万 | 2,904股 | $22.7万 | 2,904股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.22% | — | $24.7万 | 1,625股 | $0 | 0股 | +1,625股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.21% | — | $23.9万 | 7,642股 | $0 | 0股 | +7,642股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.21% | — | $23.5万 | 3,009股 | $0 | 0股 | +3,009股 | 新买入 |
