| IiShares安硕信托IVV |
| 52.83% | 54.85% | $2.56亿 | 34.2万股 | $2.35亿 | 36.0万股 | -1.8万股-5.12% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 11.73% | 11.91% | $5,685.9万 | 182.8万股 | $5,111.6万 | 183.5万股 | -7,139股-0.39% | 减仓 |
| G通用动力VTI |
| 11.65% | 11.76% | $5,647.2万 | 15.3万股 | $5,048.3万 | 15.7万股 | -4,752股-3.02% | 减仓 |
| S嘉信·USSCHX |
| 7.88% | 7.93% | $3,818.4万 | 129.7万股 | $3,403.1万 | 132.7万股 | -3.0万股-2.25% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 3.92% | 3.89% | $1,898.3万 | 12.1万股 | $1,671.9万 | 12.1万股 | +106股+0.09% | 加仓 |
| V先锋领航·TOTALBND |
| 3.76% | 1.65% | $1,823.6万 | 24.8万股 | $708.7万 | 9.1万股 | +15.8万股+173.53% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.33% | 3.27% | $1,614.1万 | 55.7万股 | $1,405.0万 | 53.0万股 | +2.8万股+5.21% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.98% | 0.94% | $474.7万 | 3.6万股 | $403.0万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.77% | 0.76% | $372.8万 | 9,105股 | $324.6万 | 9,105股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.75% | 0.82% | $364.0万 | 3.5万股 | $351.7万 | 3.6万股 | -1,167股-3.22% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.63% | 0.5% | $305.5万 | 1.9万股 | $215.4万 | 1.6万股 | +3,887股+24.96% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.43% | 0.43% | $209.5万 | 4,000股 | $185.7万 | 4,000股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.2% | 0.2% | $96.0万 | 1,361股 | $84.1万 | 1,361股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.19% | 0.2% | $93.6万 | 4,293股 | $84.2万 | 4,293股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.14% | 0.14% | $67.5万 | 1,583股 | $58.7万 | 1,583股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.13% | 0.13% | $64.1万 | 5,160股 | $55.0万 | 1,290股 | +3,870股+300.00% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.13% | 0.11% | $62.8万 | 6,142股 | $48.3万 | 6,142股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.13% | 0.14% | $60.9万 | 4,000股 | $58.4万 | 4,000股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.11% | 0.11% | $54.7万 | 3,685股 | $45.8万 | 3,685股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.1% | 0.1% | $48.2万 | 6,250股 | $42.2万 | 6,250股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.1% | 0.09% | $46.6万 | 679股 | $40.6万 | 679股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.08% | — | $38.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.05% | 0.05% | $22.4万 | 2,315股 | $21.0万 | 2,315股 | 00.00% | 持仓不变 |
