| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 12.72% | — | $2,436.7万 | 84.1万股 | $0 | 0股 | +84.1万股 | 新买入 |
| S嘉信·USSCHA |
| 11.42% | — | $2,187.2万 | 60.6万股 | $0 | 0股 | +60.6万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 9.82% | — | $1,881.3万 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
| SSPDR道富指数基金SPDW |
| 9.26% | — | $1,774.4万 | 35.2万股 | $0 | 0股 | +35.2万股 | 新买入 |
| S道富SPSM |
| 6.53% | — | $1,251.6万 | 21.7万股 | $0 | 0股 | +21.7万股 | 新买入 |
| V先锋领航国际股票指数基金VSS |
| 6.28% | — | $1,203.4万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| S嘉信·U.S. REIT ETFSCHH |
| 6.17% | — | $1,181.7万 | 49.9万股 | $0 | 0股 | +49.9万股 | 新买入 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 4.03% | — | $771.9万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 3.2% | — | $613.7万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
| G通用动力VTI |
| 3.08% | — | $589.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| S嘉信策略信托SCHF |
| 2.8% | — | $535.5万 | 19.3万股 | $0 | 0股 | +19.3万股 | 新买入 |
| V先锋领航国际股票指数基金VNQI |
| 2.71% | — | $519.4万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| V先锋领航指数基金VXF |
| 2.51% | — | $480.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 2.4% | 2.98% | $459.2万 | 3.2万股 | $509.1万 | 11.4万股 | -8.2万股-71.96% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.76% | 6.58% | $336.8万 | 7.0万股 | $1,124.9万 | 7.7万股 | -7,679股-9.95% | 减仓 |
| S嘉信策略信托SCHE |
| 1.7% | — | $326.3万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 1.45% | — | $277.9万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| S嘉信策略信托SCHM |
| 1.25% | — | $239.1万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| IiShares安硕IEMG |
| 1.1% | 0.37% | $209.9万 | 2.5万股 | $63.5万 | 5,107股 | +2.0万股+396.08% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.01% | — | $194.0万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| SSPDR道富系列信托SPTM |
| 1.01% | — | $192.8万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕信托IDEV |
| 0.89% | 0.2% | $169.7万 | 1.9万股 | $34.3万 | 3,864股 | +1.5万股+393.40% | 加仓 |
| S道富SPMD |
| 0.73% | — | $139.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| S嘉信·USSCHP |
| 0.72% | — | $137.1万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| S道富SPHY |
| 0.71% | — | $135.1万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.62% | 1.74% | $118.4万 | 1.6万股 | $296.7万 | 9.0万股 | -7.4万股-82.09% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.56% | — | $106.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托USRT |
| 0.55% | — | $105.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 0.5% | — | $95.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.45% | 0.23% | $86.0万 | 1,149股 | $39.6万 | 662股 | +487股+73.56% | 加仓 |
| IiShares安硕·COREIJR |
| 0.4% | 0.13% | $75.7万 | 5,107股 | $22.5万 | 3,338股 | +1,769股+53.00% | 加仓 |
| V先锋领航指数基金VOO |
| 0.24% | — | $45.5万 | 662股 | $0 | 0股 | +662股 | 新买入 |
| SSPDR道富系列信托EBND |
| 0.22% | 1.55% | $43.0万 | 2.1万股 | $264.7万 | 4.1万股 | -2.1万股-50.20% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.19% | — | $37.3万 | 3,866股 | $0 | 0股 | +3,866股 | 新买入 |
| BBNY MELLON CORE BOND ETFBKAG |
| 0.19% | — | $36.0万 | 8,579股 | $0 | 0股 | +8,579股 | 新买入 |
| V先锋领航·MIDVO |
| 0.16% | — | $31.4万 | 3,900股 | $0 | 0股 | +3,900股 | 新买入 |
| S道富SPAB |
| 0.15% | — | $28.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IISHARES TR MRGSTR SM CP ETFISCB |
| 0.14% | 0.44% | $27.0万 | 3,580股 | $75.0万 | 1,149股 | +2,431股+211.58% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.14% | 0.61% | $26.4万 | 1.0万股 | $104.0万 | 1.6万股 | -5,438股-34.42% | 减仓 |
| IiShares安硕·COREIJH |
| 0.13% | 0.14% | $25.7万 | 3,338股 | $23.3万 | 3,580股 | -242股-6.76% | 减仓 |
| XXTRACKERS INTER REAL ESTETFHAUZ |
| 0.13% | 0.24% | $25.1万 | 1.1万股 | $41.8万 | 2.0万股 | -9,095股-44.86% | 减仓 |
