| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 10.56% | 11.63% | $2,710.0万 | 33.0万股 | $2,414.8万 | 29.2万股 | +3.8万股+12.86% | 加仓 |
| IiShares安硕信托IUSV |
| 8.78% | 9.94% | $2,253.9万 | 20.5万股 | $2,063.4万 | 20.2万股 | +2,822股+1.40% | 加仓 |
| IiShares安硕·S&PIUSG |
| 8.68% | 8.86% | $2,227.2万 | 11.8万股 | $1,840.4万 | 11.9万股 | -235股-0.20% | 减仓 |
| SSPDR道富系列信托BILS |
| 6.32% | 7.64% | $1,621.4万 | 16.3万股 | $1,586.7万 | 16.0万股 | +3,584股+2.25% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.48% | 5.42% | $1,405.8万 | 34.1万股 | $1,126.1万 | 28.9万股 | +5.2万股+17.90% | 加仓 |
 英特尔INTC |
| 4.78% | 1.21% | $1,227.2万 | 8.8万股 | $251.0万 | 5.7万股 | +3.1万股+54.54% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.5% | 4.14% | $899.6万 | 4.2万股 | $858.8万 | 4.5万股 | -2,468股-5.52% | 减仓 |
 苹果AAPL |
| 2.71% | 2.24% | $696.6万 | 2.4万股 | $465.4万 | 1.8万股 | +5,736股+31.28% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.44% | 2.59% | $625.1万 | 7.6万股 | $537.8万 | 7.6万股 | +315股+0.42% | 加仓 |
| IiShares安硕·COREIJH |
| 2.18% | 2.37% | $560.7万 | 7.3万股 | $491.6万 | 7.3万股 | -87股-0.12% | 减仓 |
| V先锋领航指数基金VTV |
| 2% | 2.27% | $512.9万 | 2.4万股 | $471.7万 | 2.4万股 | -508股-2.11% | 减仓 |
| V先锋领航指数基金VUG |
| 1.92% | 2.04% | $492.7万 | 5.7万股 | $423.6万 | 9,698股 | +4.8万股+489.80% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.88% | 1.82% | $482.8万 | 4.7万股 | $377.8万 | 4.8万股 | -845股-1.76% | 减仓 |
| IiShares安硕信托IEFA |
| 1.59% | 1.83% | $409.4万 | 4.2万股 | $379.9万 | 4.2万股 | +419股+1.00% | 加仓 |
 英伟达NVDA |
| 1.46% | 1.47% | $374.9万 | 1.9万股 | $304.6万 | 1.7万股 | +1,275股+7.30% | 加仓 |
| V先锋领航全球基金VGT |
| 1.1% | 1.09% | $281.1万 | 2.4万股 | $227.1万 | 3,255股 | +2.0万股+622.64% | 加仓 |
| G高盛ETF信托GBIL |
| 1.02% | 0.9% | $261.8万 | 2.6万股 | $186.2万 | 1.9万股 | +7,550股+40.62% | 加仓 |
 谷歌AGOOGL |
| 0.95% | 0.87% | $243.8万 | 6,822股 | $180.1万 | 6,263股 | +559股+8.93% | 加仓 |
 微软MSFT |
| 0.94% | 1.13% | $241.0万 | 6,461股 | $235.6万 | 6,365股 | +96股+1.51% | 加仓 |
 亚马逊AMZN |
| 0.93% | 0.95% | $239.4万 | 1.0万股 | $197.4万 | 9,478股 | +567股+5.98% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.92% | 0.64% | $236.7万 | 4.7万股 | $132.3万 | 2.6万股 | +2.1万股+77.93% | 加仓 |
| IiShares安硕信托SHV |
| 0.82% | 0.77% | $210.4万 | 1.9万股 | $160.5万 | 1.5万股 | +4,531股+31.17% | 加仓 |
 摩根大通JPM |
| 0.8% | 0.81% | $205.0万 | 6,262股 | $168.3万 | 5,721股 | +541股+9.46% | 加仓 |
 强生JNJ |
| 0.8% | 0.6% | $204.9万 | 8,066股 | $125.1万 | 5,117股 | +2,949股+57.63% | 加仓 |
| I景顺QQQ信托VOO |
| 0.78% | 0.76% | $200.4万 | 2,721股 | $157.7万 | 2,733股 | -12股-0.44% | 减仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.69% | 0.74% | $177.5万 | 6.1万股 | $154.1万 | 5.7万股 | +3,316股+5.79% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.68% | 0.78% | $175.8万 | 7,429股 | $162.5万 | 7,554股 | -125股-1.65% | 减仓 |
 宝洁PG |
| 0.67% | 0.67% | $170.7万 | 1.2万股 | $139.6万 | 9,667股 | +1,974股+20.42% | 加仓 |
 卡特彼勒CAT |
| 0.63% | 0.44% | $161.3万 | 1,515股 | $91.4万 | 1,290股 | +225股+17.44% | 加仓 |
 应用材料AMAT |
| 0.62% | 0.36% | $160.0万 | 2,213股 | $75.6万 | 2,213股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.6% | 0.69% | $153.8万 | 9,734股 | $143.1万 | 9,665股 | +69股+0.71% | 加仓 |
 礼来LLY |
| 0.59% | 0.52% | $152.6万 | 1,273股 | $107.1万 | 1,164股 | +109股+9.36% | 加仓 |
| V先锋领航全球基金VIS |
| 0.58% | 0.56% | $148.2万 | 4,112股 | $116.8万 | 3,742股 | +370股+9.89% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.57% | 0.63% | $146.2万 | 2.1万股 | $130.8万 | 2.0万股 | +111股+0.54% | 加仓 |
| IiShares安硕信托IVV |
| 0.57% | 0.64% | $146.2万 | 1,952股 | $132.2万 | 2,024股 | -72股-3.56% | 减仓 |
| G通用动力VTI |
| 0.55% | 0.59% | $141.4万 | 3,822股 | $122.5万 | 3,817股 | +5股+0.13% | 加仓 |
| IiShares安硕·COREIJR |
| 0.52% | 0.54% | $133.4万 | 8,996股 | $112.3万 | 9,032股 | -36股-0.40% | 减仓 |
 美光科技MU |
| 0.47% | 0.18% | $119.7万 | 1,037股 | $37.1万 | 1,097股 | -60股-5.47% | 减仓 |
| V先锋领航全球基金VFH |
| 0.47% | 0.41% | $119.5万 | 9,078股 | $85.1万 | 7,042股 | +2,036股+28.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.49% | $101.3万 | 1,356股 | $101.8万 | 1,565股 | -209股-13.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.39% | $99.5万 | 2,817股 | $80.8万 | 2,817股 | 00.00% | 持仓不变 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.38% | 0.47% | $98.1万 | 1.3万股 | $97.8万 | 1.4万股 | -1,207股-8.68% | 减仓 |
 思科CSCO |
| 0.37% | 0.15% | $95.3万 | 8,112股 | $31.8万 | 4,102股 | +4,010股+97.76% | 加仓 |
 伊顿ETN |
| 0.37% | 0.2% | $95.2万 | 2,234股 | $41.7万 | 1,165股 | +1,069股+91.76% | 加仓 |
| Q高通QCOM |
| 0.36% | 0.26% | $93.4万 | 5,053股 | $53.5万 | 4,153股 | +900股+21.67% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.4% | $92.3万 | 1,844股 | $82.5万 | 1,722股 | +122股+7.08% | 加仓 |
 家得宝HD |
| 0.36% | 0.27% | $91.9万 | 2,606股 | $56.4万 | 1,715股 | +891股+51.95% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.35% | 0.37% | $90.7万 | 1.1万股 | $76.9万 | 9,970股 | +643股+6.45% | 加仓 |
| V先锋领航全球基金VDC |
| 0.35% | 0.5% | $89.9万 | 3,986股 | $104.5万 | 4,652股 | -666股-14.32% | 减仓 |
| V先锋领航指数基金VB |
| 0.35% | 0.38% | $89.7万 | 2,959股 | $79.8万 | 3,047股 | -88股-2.89% | 减仓 |
