| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 44.77% | — | $2,962.7万 | 113.4万股 | $0 | 0股 | +113.4万股 | 新买入 |
| IiShares安硕信托USMV |
| 22.21% | 14.6% | $1,470.0万 | 19.8万股 | $1,311.6万 | 18.0万股 | +1.7万股+9.68% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 10.22% | 7.16% | $676.3万 | 3.4万股 | $643.7万 | 3.5万股 | -994股-2.88% | 减仓 |
| IiShares安硕信托IXUS |
| 6.96% | — | $460.8万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| SSPDR道富系列信托TFI |
| 5.32% | 4.13% | $352.1万 | 7.6万股 | $371.0万 | 7.9万股 | -2,966股-3.74% | 减仓 |
| SSPDR道富系列信托SHM |
| 3.11% | 2.58% | $205.8万 | 4.4万股 | $231.9万 | 4.9万股 | -5,035股-10.32% | 减仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 3.09% | — | $204.4万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 1.93% | 1.66% | $128.0万 | 2.0万股 | $149.6万 | 2.4万股 | -3,586股-14.96% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.78% | 1.25% | $117.5万 | 1.6万股 | $112.5万 | 1.6万股 | -65股-0.42% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.6% | 0.41% | $39.6万 | 2,007股 | $36.9万 | 2,012股 | -5股-0.25% | 减仓 |
