| G通用动力VTI |
| 53.31% | 51.1% | $1.66亿 | 45.0万股 | $1.45亿 | 45.2万股 | -2,096股-0.46% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 12.73% | 13.9% | $3,971.4万 | 42.0万股 | $3,941.6万 | 41.3万股 | +6,950股+1.68% | 加仓 |
| S嘉信策略信托SCHR |
| 11.36% | 12.38% | $3,545.2万 | 143.8万股 | $3,510.8万 | 140.9万股 | +2.8万股+2.00% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 7.02% | 6.94% | $2,190.1万 | 26.2万股 | $1,968.8万 | 26.2万股 | -647股-0.25% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.9% | 3.85% | $1,216.1万 | 42.0万股 | $1,091.7万 | 43.5万股 | -1.5万股-3.45% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.92% | 2.87% | $912.3万 | 18.0万股 | $814.1万 | 16.3万股 | +1.7万股+10.53% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.78% | 3.01% | $868.3万 | 10.6万股 | $854.8万 | 10.4万股 | +2,229股+2.15% | 加仓 |
| S嘉信策略信托SCHF |
| 1.52% | 1.5% | $474.1万 | 17.1万股 | $425.8万 | 17.2万股 | -866股-0.50% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.31% | 1.33% | $407.5万 | 4.4万股 | $376.1万 | 4.1万股 | +3,434股+8.37% | 加仓 |
 苹果AAPL |
| 0.54% | 0.52% | $167.3万 | 5,780股 | $146.7万 | 5,780股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.53% | 0.51% | $165.9万 | 2,222股 | $144.5万 | 2,222股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.4% | 0.38% | $123.6万 | 1,799股 | $107.5万 | 1,799股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.21% | 0.23% | $64.7万 | 8,814股 | $65.1万 | 8,845股 | -31股-0.35% | 减仓 |
| V先锋领航指数基金VUG |
| 0.19% | 0.18% | $59.4万 | 6,900股 | $50.2万 | 1,150股 | +5,750股+500.00% | 加仓 |
 微软MSFT |
| 0.16% | 0.17% | $49.9万 | 1,339股 | $49.2万 | 1,330股 | +9股+0.68% | 加仓 |
| V先锋领航指数基金VV |
| 0.16% | 0.15% | $49.7万 | 1,445股 | $43.2万 | 1,445股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.16% | 0.15% | $49.6万 | 662股 | $43.2万 | 662股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.11% | 0.09% | $35.7万 | 2,984股 | $26.0万 | 373股 | +2,611股+700.00% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.11% | 0.11% | $34.7万 | 1,581股 | $30.3万 | 1,581股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.1% | 0.09% | $31.3万 | 425股 | $24.5万 | 425股 | 00.00% | 持仓不变 |
 道明尼能源D |
| 0.09% | 0.09% | $28.9万 | 4,210股 | $25.3万 | 4,210股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.09% | 0.12% | $28.4万 | 2,079股 | $34.3万 | 2,023股 | +56股+2.77% | 加仓 |
| V先锋领航指数基金VB |
| 0.09% | 0.08% | $26.9万 | 887股 | $23.2万 | 887股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.09% | 0.09% | $26.6万 | 2,558股 | $24.8万 | 2,558股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.07% | 0.07% | $23.2万 | 7,866股 | $20.2万 | 7,866股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.07% | 0.08% | $22.2万 | 1,757股 | $23.0万 | 1,757股 | 00.00% | 持仓不变 |
