| G通用动力VTI |
| 20.59% | 21.41% | $6,009.2万 | 21.9万股 | $6,320.2万 | 21.8万股 | +565股+0.26% | 加仓 |
| V先锋领航指数基金VV |
| 8.6% | 9.01% | $2,510.9万 | 9.8万股 | $2,661.2万 | 9.9万股 | -984股-1.00% | 减仓 |
| V先锋领航·FTSEVEA |
| 7.29% | 6.63% | $2,128.6万 | 41.9万股 | $1,956.9万 | 40.9万股 | +9,540股+2.33% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 6.6% | 7.05% | $1,926.2万 | 11.3万股 | $2,082.3万 | 11.7万股 | -4,214股-3.60% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.77% | 5.52% | $1,684.6万 | 28.4万股 | $1,628.8万 | 28.1万股 | +2,766股+0.98% | 加仓 |
| IiShares安硕信托LRGF |
| 5.1% | 4.89% | $1,488.8万 | 25.7万股 | $1,443.0万 | 23.9万股 | +1.8万股+7.58% | 加仓 |
| IiShares安硕信托ITOT |
| 3.87% | 3.72% | $1,130.1万 | 9.3万股 | $1,098.4万 | 8.5万股 | +7,224股+8.46% | 加仓 |
| IiShares安硕信托IQLT |
| 3.48% | 3.19% | $1,015.5万 | 25.6万股 | $942.1万 | 25.4万股 | +2,063股+0.81% | 加仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 3.37% | 2.83% | $983.0万 | 31.9万股 | $836.5万 | 29.1万股 | +2.7万股+9.44% | 加仓 |
| IiShares安硕信托IEFA |
| 2.55% | 2.34% | $745.1万 | 9.8万股 | $691.0万 | 9.8万股 | +161股+0.16% | 加仓 |
| IiShares安硕EEMV |
| 2.38% | 2.31% | $694.5万 | 11.9万股 | $682.4万 | 11.8万股 | +1,376股+1.17% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.05% | 2.04% | $598.7万 | 9.9万股 | $601.4万 | 10.5万股 | -6,064股-5.79% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.85% | 2.03% | $540.0万 | 25.1万股 | $599.9万 | 26.4万股 | -1.3万股-5.08% | 减仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 1.81% | 1.63% | $528.9万 | 11.3万股 | $480.4万 | 10.6万股 | +6,843股+6.44% | 加仓 |
| S嘉信策略信托SCHF |
| 1.73% | 1.64% | $504.0万 | 25.5万股 | $484.9万 | 26.2万股 | -7,326股-2.79% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.51% | 1.63% | $441.4万 | 2.3万股 | $480.3万 | 2.5万股 | -1,772股-7.22% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.51% | 1.47% | $441.3万 | 5.3万股 | $435.4万 | 5.4万股 | -1,217股-2.24% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 1.22% | 1.33% | $355.5万 | 5.7万股 | $393.9万 | 5.8万股 | -1,161股-1.99% | 减仓 |
 苹果AAPL |
| 1.19% | 1.38% | $346.1万 | 1.6万股 | $407.7万 | 1.6万股 | -703股-4.32% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 1.15% | 1.07% | $336.1万 | 9.3万股 | $316.0万 | 9.3万股 | +303股+0.33% | 加仓 |
| IISHARES MSCI USA SMALL-CAP MIN VOL FACTORETFSMMV |
| 0.95% | 0.97% | $278.6万 | 6.7万股 | $287.3万 | 6.9万股 | -2,072股-2.99% | 减仓 |
| V先锋领航指数基金VB |
| 0.87% | 1% | $254.0万 | 1.1万股 | $294.2万 | 1.2万股 | -789股-6.44% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.86% | 0.93% | $251.9万 | 4.2万股 | $274.7万 | 4.2万股 | -36股-0.09% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.74% | 0.67% | $214.9万 | 5.9万股 | $197.0万 | 5.8万股 | +1,295股+2.24% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.73% | 0.67% | $213.1万 | 2.6万股 | $197.1万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.72% | 0.7% | $209.4万 | 4.6万股 | $206.1万 | 4.7万股 | -532股-1.14% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.71% | 0.74% | $208.3万 | 3.1万股 | $218.8万 | 3.1万股 | +3股+0.01% | 加仓 |
| IiShares安硕IEMG |
| 0.55% | 0.5% | $161.7万 | 3.0万股 | $148.0万 | 2.8万股 | +1,608股+5.67% | 加仓 |
| IINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETFPDN |
| 0.53% | 0.51% | $153.6万 | 4.6万股 | $150.9万 | 4.8万股 | -1,824股-3.82% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.49% | 0.43% | $142.3万 | 4.6万股 | $126.6万 | 4.4万股 | +2,611股+5.99% | 加仓 |
| IiShares安硕信托DMXF |
| 0.48% | 0.45% | $140.5万 | 2.1万股 | $132.0万 | 2.0万股 | +440股+2.15% | 加仓 |
| I景顺QQQ信托VOO |
| 0.48% | 0.52% | $139.9万 | 2,984股 | $152.6万 | 2,984股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.45% | 0.49% | $130.8万 | 3,484股 | $145.6万 | 3,455股 | +29股+0.84% | 加仓 |
| S嘉信策略信托SCHC |
| 0.43% | 0.39% | $126.1万 | 3.5万股 | $115.7万 | 3.5万股 | +54股+0.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.44% | $123.7万 | 2,211股 | $129.6万 | 2,211股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.41% | 0.41% | $121.0万 | 5.1万股 | $121.4万 | 5.1万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.38% | 0.4% | $111.3万 | 5.0万股 | $116.8万 | 5.0万股 | 00.00% | 持仓不变 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.36% | 0.36% | $105.5万 | 4.6万股 | $107.4万 | 4.6万股 | -315股-0.68% | 减仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.31% | $97.3万 | 1,894股 | $90.7万 | 1,683股 | +211股+12.54% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.37% | $94.8万 | 4,982股 | $109.4万 | 4,988股 | -6股-0.12% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.31% | 0.34% | $91.7万 | 4,598股 | $101.6万 | 4,598股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.3% | 0.31% | $87.2万 | 1,552股 | $91.4万 | 1,552股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.27% | 0.29% | $77.6万 | 5,350股 | $87.0万 | 5,350股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.25% | 0.26% | $74.0万 | 2,330股 | $77.9万 | 2,330股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.24% | 0.22% | $68.6万 | 7,538股 | $65.7万 | 7,518股 | +20股+0.27% | 加仓 |
| IiShares安硕信托USXF |
| 0.23% | 0.21% | $68.0万 | 1.5万股 | $61.3万 | 1.2万股 | +2,237股+18.15% | 加仓 |
 洛克希德马丁LMT |
| 0.22% | 0.25% | $65.5万 | 1,466股 | $72.5万 | 1,491股 | -25股-1.68% | 减仓 |
| IiShares安硕信托ITOT |
| 0.21% | 0.18% | $62.5万 | 5,126股 | $54.1万 | 4,200股 | +926股+22.05% | 加仓 |
 思科CSCO |
| 0.19% | 0.19% | $55.4万 | 8,973股 | $54.8万 | 9,256股 | -283股-3.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.23% | $52.3万 | 3,347股 | $68.6万 | 3,601股 | -254股-7.05% | 减仓 |
