| IiShares安硕信托IVV |
| 34.18% | 33.2% | $2.70亿 | 36.0万股 | $2.37亿 | 36.3万股 | -3,043股-0.84% | 减仓 |
| IiShares安硕信托IEFA |
| 11.26% | 11.73% | $8,891.2万 | 92.1万股 | $8,389.4万 | 92.7万股 | -6,093股-0.66% | 减仓 |
| V先锋领航白厅基金VYMI |
| 3.79% | 4.11% | $2,991.4万 | 30.5万股 | $2,941.3万 | 31.2万股 | -7,484股-2.40% | 减仓 |
| IiShares安硕信托IVW |
| 3.76% | 3.51% | $2,970.6万 | 21.6万股 | $2,510.2万 | 22.2万股 | -5,930股-2.67% | 减仓 |
| V先锋领航指数基金VXF |
| 3.53% | 3.22% | $2,785.4万 | 11.3万股 | $2,301.6万 | 11.2万股 | +1,297股+1.16% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.27% | 3.06% | $2,582.7万 | 38.0万股 | $2,184.4万 | 37.5万股 | +4,286股+1.14% | 加仓 |
| IiShares安硕信托AGG |
| 3.02% | 3.28% | $2,387.2万 | 24.1万股 | $2,344.7万 | 23.6万股 | +4,980股+2.11% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.01% | 3.21% | $2,379.6万 | 15.1万股 | $2,296.7万 | 15.5万股 | -4,502股-2.90% | 减仓 |
| V先锋领航指数基金VV |
| 2.51% | 2.43% | $1,980.1万 | 5.8万股 | $1,734.9万 | 5.8万股 | -479股-0.83% | 减仓 |
| IiShares安硕IEMG |
| 2.45% | 2.27% | $1,932.0万 | 23.3万股 | $1,626.4万 | 23.3万股 | +52股+0.02% | 加仓 |
| IiShares安硕信托IXUS |
| 2.39% | 2.41% | $1,888.5万 | 19.8万股 | $1,720.2万 | 19.9万股 | -680股-0.34% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.34% | 2.51% | $1,844.7万 | 8.1万股 | $1,793.6万 | 8.5万股 | -3,700股-4.36% | 减仓 |
| G通用动力VTI |
| 1.95% | 1.94% | $1,538.4万 | 4.2万股 | $1,390.7万 | 4.3万股 | -1,777股-4.10% | 减仓 |
| SSPDR道富指数基金QEFA |
| 1.66% | 1.8% | $1,306.7万 | 13.6万股 | $1,286.7万 | 13.8万股 | -1,864股-1.35% | 减仓 |
| IiShares安硕信托ITOT |
| 1.47% | 1.43% | $1,158.2万 | 7.1万股 | $1,020.4万 | 7.2万股 | -1,137股-1.59% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.33% | 1.47% | $1,053.2万 | 18.6万股 | $1,050.2万 | 18.5万股 | +1,182股+0.64% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.29% | 1.19% | $1,017.5万 | 10.5万股 | $853.9万 | 10.6万股 | -515股-0.49% | 减仓 |
| SSPDR道富系列信托SPYD |
| 1.18% | 1.24% | $931.9万 | 19.5万股 | $889.1万 | 19.5万股 | 00.00% | 持仓不变 |
| FFranklin Templeton ETF TrustDIVI |
| 1.01% | 1.04% | $798.3万 | 18.7万股 | $744.1万 | 18.7万股 | -59股-0.03% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.99% | 1.03% | $779.0万 | 7.5万股 | $736.8万 | 7.6万股 | -868股-1.14% | 减仓 |
| IiShares安硕·COREIJH |
| 0.93% | 1% | $738.1万 | 9.6万股 | $715.2万 | 10.6万股 | -1.0万股-9.62% | 减仓 |
| V先锋领航指数基金VOO |
| 0.92% | 0.88% | $724.3万 | 1.1万股 | $630.2万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.73% | 0.69% | $574.6万 | 1.9万股 | $494.9万 | 1.9万股 | +60股+0.32% | 加仓 |
| SSPDR道富系列信托QUS |
| 0.63% | 0.74% | $501.1万 | 2.7万股 | $525.7万 | 3.1万股 | -3,813股-12.45% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.5% | $412.2万 | 5,520股 | $359.0万 | 5,520股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.51% | 0.51% | $400.0万 | 2.7万股 | $364.8万 | 2.9万股 | -2,374股-8.09% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.49% | 0.49% | $387.7万 | 4.2万股 | $352.5万 | 3.8万股 | +3,844股+10.06% | 加仓 |
| IiShares安硕信托IJK |
| 0.46% | 0.45% | $363.6万 | 3.1万股 | $321.9万 | 3.2万股 | -1,047股-3.27% | 减仓 |
| IiShares安硕信托IWV |
| 0.44% | 0.43% | $345.7万 | 8,107股 | $307.3万 | 8,290股 | -183股-2.21% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.43% | 0.51% | $341.5万 | 6.8万股 | $363.1万 | 7.3万股 | -4,718股-6.49% | 减仓 |
| IiShares安硕信托IJJ |
| 0.42% | 0.43% | $331.7万 | 2.2万股 | $307.8万 | 2.3万股 | -777股-3.34% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.41% | 0.46% | $324.3万 | 4.2万股 | $326.3万 | 4.2万股 | +6股+0.01% | 加仓 |
| I景顺交易所交易基金IIPGX |
| 0.38% | 0.42% | $301.7万 | 27.8万股 | $297.2万 | 27.3万股 | +5,175股+1.89% | 加仓 |
 苹果AAPL |
| 0.36% | 0.35% | $286.7万 | 9,909股 | $251.5万 | 9,909股 | 00.00% | 持仓不变 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.31% | 0.41% | $247.8万 | 4.4万股 | $293.5万 | 5.6万股 | -1.2万股-21.50% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.27% | 0.3% | $215.7万 | 4.5万股 | $213.5万 | 4.4万股 | +114股+0.26% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.27% | 0.24% | $211.7万 | 1.7万股 | $174.7万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.26% | 0.29% | $209.1万 | 2.6万股 | $209.7万 | 2.6万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.25% | 0.24% | $194.8万 | 7,742股 | $168.4万 | 7,742股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.25% | 0.3% | $194.6万 | 1.7万股 | $213.5万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.24% | 0.23% | $193.1万 | 1.6万股 | $165.7万 | 3,887股 | +1.2万股+300.00% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.23% | 0.21% | $181.7万 | 1.0万股 | $151.9万 | 1.0万股 | -323股-3.08% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.22% | 0.22% | $177.0万 | 1.6万股 | $156.0万 | 1.6万股 | 00.00% | 持仓不变 |
| MMATSON INC COM NPVMATX |
| 0.22% | 0.21% | $172.4万 | 8,969股 | $147.0万 | 8,969股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.22% | 0.24% | $171.3万 | 4,593股 | $170.0万 | 4,593股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.22% | 0.21% | $169.9万 | 1.2万股 | $151.8万 | 1.3万股 | -387股-3.02% | 减仓 |
| IiShares安硕信托IWD |
| 0.21% | 0.2% | $164.1万 | 6,771股 | $144.7万 | 6,771股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.2% | 0.25% | $155.6万 | 5,755股 | $178.9万 | 5,755股 | 00.00% | 持仓不变 |
 BANK HAWAIIBOH |
| 0.18% | 0.18% | $140.6万 | 1.7万股 | $129.4万 | 1.7万股 | -166股-0.95% | 减仓 |
| IIBMIBM |
| 0.16% | 0.15% | $122.4万 | 4,352股 | $105.5万 | 4,352股 | 00.00% | 持仓不变 |
