| V先锋领航指数基金VOO |
| 27.31% | 28.03% | $4,402.9万 | 10.6万股 | $4,216.0万 | 9.7万股 | +9,490股+9.83% | 加仓 |
| S嘉信策略信托SCHF |
| 11.99% | 13.84% | $1,933.0万 | 52.6万股 | $2,082.0万 | 53.6万股 | -9,207股-1.72% | 减仓 |
| S嘉信·USSCHP |
| 8.66% | 9.63% | $1,396.5万 | 23.0万股 | $1,449.0万 | 22.3万股 | +6,950股+3.12% | 加仓 |
| IiShares安硕信托REET |
| 6.68% | 7.07% | $1,076.5万 | 36.9万股 | $1,063.0万 | 34.7万股 | +2.1万股+6.10% | 加仓 |
| V先锋领航·TOTALBND |
| 5.06% | 6.62% | $815.7万 | 10.3万股 | $996.0万 | 11.7万股 | -1.5万股-12.67% | 减仓 |
| IiShares安硕信托IEFA |
| 3.88% | 1.86% | $626.0万 | 9.0万股 | $280.0万 | 3.7万股 | +5.3万股+140.21% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 3.74% | 2.15% | $602.3万 | 11.8万股 | $323.0万 | 6.8万股 | +5.1万股+74.44% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.71% | 4.37% | $598.4万 | 13.0万股 | $658.0万 | 13.3万股 | -3,250股-2.44% | 减仓 |
| IiShares安硕·COREIJR |
| 2.93% | 3.24% | $472.8万 | 4.4万股 | $488.0万 | 4.3万股 | +1,168股+2.74% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.5% | 2.87% | $403.5万 | 5.5万股 | $431.0万 | 5.5万股 | -3股-0.01% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 2.17% | — | $350.3万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.97% | 1.85% | $317.1万 | 4.8万股 | $278.0万 | 3.8万股 | +9,694股+25.44% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.69% | 0.59% | $271.9万 | 1.7万股 | $88.0万 | 5,120股 | +1.2万股+227.44% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.46% | 1.65% | $234.8万 | 9,388股 | $248.0万 | 9,380股 | +8股+0.09% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.43% | 1.72% | $229.8万 | 3.0万股 | $258.0万 | 3.2万股 | -2,470股-7.73% | 减仓 |
| V先锋领航指数基金VB |
| 1.35% | 1% | $217.2万 | 1.0万股 | $150.0万 | 6,640股 | +3,579股+53.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.19% | 1.52% | $191.1万 | 4,231股 | $229.0万 | 4,810股 | -579股-12.04% | 减仓 |
| IiShares安硕信托IVV |
| 1.05% | 1.12% | $169.6万 | 3,739股 | $168.0万 | 3,530股 | +209股+5.92% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.02% | 1.15% | $164.3万 | 3.1万股 | $173.0万 | 3.1万股 | -41股-0.13% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.98% | 1.15% | $158.3万 | 1.5万股 | $173.0万 | 1.5万股 | -309股-2.07% | 减仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.91% | — | $147.3万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| IiShares安硕IEMG |
| 0.9% | 1.1% | $145.7万 | 2.6万股 | $165.0万 | 2.8万股 | -1,324股-4.80% | 减仓 |
| IISHARES U.S. BASIC MATERIALS ETFIYM |
| 0.83% | — | $134.3万 | 8,981股 | $0 | 0股 | +8,981股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.66% | 0.72% | $106.0万 | 3,949股 | $109.0万 | 3,860股 | +89股+2.31% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.62% | 0.62% | $99.7万 | 3,591股 | $93.0万 | 3,030股 | +561股+18.51% | 加仓 |
| V先锋领航·MIDVO |
| 0.61% | 0.7% | $98.7万 | 4,151股 | $106.0万 | 4,150股 | +1股+0.02% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.6% | 0.71% | $97.1万 | 1.4万股 | $107.0万 | 1.4万股 | -5股-0.04% | 减仓 |
| IiShares安硕信托EEM |
| 0.52% | 0.61% | $84.3万 | 1.9万股 | $91.0万 | 1.9万股 | -1股-0.01% | 减仓 |
| V先锋领航指数基金VUG |
| 0.48% | 0.58% | $77.7万 | 2,700股 | $87.0万 | 2,700股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.41% | 0.44% | $65.7万 | 3,959股 | $66.0万 | 3,960股 | -1股-0.03% | 减仓 |
| V先锋领航指数基金VTV |
| 0.37% | 0.39% | $59.3万 | 4,011股 | $59.0万 | 4,010股 | +1股+0.02% | 加仓 |
| V先锋领航全球基金VGT |
| 0.31% | 0.37% | $50.4万 | 1,211股 | $55.0万 | 1,210股 | +1股+0.08% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.31% | 0.35% | $49.3万 | 1.0万股 | $52.0万 | 1.0万股 | -1股-0.01% | 减仓 |
| IiShares安硕信托USRT |
| 0.29% | 0.33% | $46.6万 | 7,211股 | $49.0万 | 7,210股 | +1股+0.01% | 加仓 |
| PProterra Inc |
| 0.24% | — | $38.0万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.23% | 0.27% | $37.5万 | 3,716股 | $40.0万 | 3,720股 | -4股-0.11% | 减仓 |
| IiShares安硕信托IVW |
| 0.2% | 0.17% | $32.6万 | 4,265股 | $25.0万 | 2,960股 | +1,305股+44.09% | 加仓 |
| IiShares安硕信托IJJ |
| 0.17% | 0.19% | $27.3万 | 2,488股 | $28.0万 | 2,490股 | -2股-0.08% | 减仓 |
| I景顺QQQ信托VOO |
| 0.15% | 0.18% | $24.6万 | 679股 | $27.0万 | 680股 | -1股-0.15% | 减仓 |
| IiShares安硕信托IJK |
| 0.15% | 0.17% | $24.0万 | 3,100股 | $26.0万 | 3,100股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.13% | 0.15% | $21.4万 | 1,373股 | $22.0万 | 1,370股 | +3股+0.22% | 加仓 |
| V先锋领航指数基金VXF |
| 0.13% | — | $21.0万 | 1,265股 | $0 | 0股 | +1,265股 | 新买入 |
