| V先锋领航指数基金VTV |
| 17.11% | 26.38% | $4,070.2万 | 27.5万股 | $6,518.4万 | 43.5万股 | -15.9万股-36.63% | 减仓 |
| IiShares安硕信托AGG |
| 12.6% | 16.1% | $2,998.4万 | 28.0万股 | $3,977.7万 | 35.3万股 | -7.3万股-20.61% | 减仓 |
| G通用动力VTI |
| 9.26% | 2.23% | $2,202.2万 | 9.7万股 | $552.3万 | 2.4万股 | +7.3万股+311.45% | 加仓 |
| S道富SPYM |
| 6.46% | 9.44% | $1,536.4万 | 28.9万股 | $2,332.9万 | 42.8万股 | -13.8万股-32.36% | 减仓 |
| IiShares安硕信托GVI |
| 6.03% | 7.91% | $1,435.2万 | 13.1万股 | $1,955.9万 | 16.9万股 | -3.9万股-22.75% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 5.07% | 6.29% | $1,205.1万 | 16.9万股 | $1,553.5万 | 21.0万股 | -4.1万股-19.62% | 减仓 |
| IiShares安硕信托IXUS |
| 4.89% | 1.09% | $1,164.4万 | 17.5万股 | $269.1万 | 3.8万股 | +13.7万股+365.23% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 4.51% | 1.78% | $1,073.5万 | 5.2万股 | $440.7万 | 2.1万股 | +3.2万股+152.74% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.51% | 0.66% | $1,072.2万 | 21.3万股 | $162.3万 | 3.2万股 | +18.1万股+563.02% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.23% | 0.24% | $1,005.3万 | 20.2万股 | $60.5万 | 1.2万股 | +19.0万股+1,650.04% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.64% | 0.88% | $865.8万 | 16.8万股 | $218.4万 | 4.0万股 | +12.8万股+319.13% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 3.02% | 1.06% | $719.1万 | 13.6万股 | $262.9万 | 4.6万股 | +8.9万股+191.52% | 加仓 |
| WWISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUNDSHAG |
| 2.73% | 4.39% | $650.6万 | 13.4万股 | $1,086.0万 | 21.7万股 | -8.2万股-38.02% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 2.24% | 0.12% | $532.4万 | 10.5万股 | $29.1万 | 5,706股 | +9.9万股+1,742.43% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.49% | 0.1% | $355.2万 | 3.6万股 | $25.1万 | 2,400股 | +3.3万股+1,383.42% | 加仓 |
 宣伟SHW |
| 1.44% | 1.92% | $343.1万 | 1.4万股 | $475.3万 | 1.4万股 | -460股-3.24% | 减仓 |
 苹果AAPL |
| 0.83% | 3.35% | $198.5万 | 1.1万股 | $827.8万 | 4.8万股 | -3.7万股-76.36% | 减仓 |
| IiShares安硕信托IVV |
| 0.81% | 0.65% | $192.5万 | 4,243股 | $161.3万 | 3,457股 | +786股+22.74% | 加仓 |
| IiShares安硕信托GJS |
| 0.56% | — | $134.3万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| V先锋领航斯科茨代尔基金VONV |
| 0.53% | 0.14% | $125.7万 | 1.7万股 | $34.2万 | 4,591股 | +1.3万股+276.21% | 加仓 |
| SSPDR道富指数基金SPGM |
| 0.52% | — | $124.3万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares安硕IEMG |
| 0.49% | — | $115.5万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.48% | 1.68% | $114.7万 | 4,132股 | $414.4万 | 1.4万股 | -1.0万股-71.33% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.44% | 0.39% | $105.8万 | 2股 | $96.8万 | 2股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.44% | — | $104.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.42% | — | $99.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.41% | — | $98.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| S嘉信策略信托SCHC |
| 0.34% | 0.13% | $82.0万 | 2.5万股 | $31.4万 | 9,220股 | +1.6万股+175.86% | 加仓 |
| IiShares安硕信托IEFA |
| 0.33% | — | $79.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 亚马逊AMZN |
| 0.28% | 0.5% | $65.9万 | 202股 | $124.7万 | 387股 | -185股-47.80% | 减仓 |
 微软MSFT |
| 0.26% | 0.41% | $61.7万 | 2,000股 | $100.4万 | 3,297股 | -1,297股-39.34% | 减仓 |
| SSEALED AIR NEWSEE |
| 0.26% | 0.25% | $61.1万 | 9,126股 | $61.8万 | 9,126股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.22% | $60.2万 | 1,705股 | $55.3万 | 1,857股 | -152股-8.19% | 减仓 |
| V先锋领航全球基金MGV |
| 0.25% | 0.22% | $58.4万 | 5,444股 | $55.0万 | 5,049股 | +395股+7.82% | 加仓 |
| IiShares安硕·COREIJH |
| 0.25% | — | $58.3万 | 2,171股 | $0 | 0股 | +2,171股 | 新买入 |
 谷歌AGOOGL |
| 0.24% | 0.27% | $57.9万 | 208股 | $67.9万 | 245股 | -37股-15.10% | 减仓 |
| IiShares安硕信托IWD |
| 0.2% | 0.44% | $48.5万 | 2,924股 | $107.7万 | 6,340股 | -3,416股-53.88% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.19% | 0.24% | $44.7万 | 6,076股 | $60.5万 | 7,756股 | -1,680股-21.66% | 减仓 |
 卡特彼勒CAT |
| 0.18% | 0.32% | $42.7万 | 1,917股 | $79.3万 | 3,491股 | -1,574股-45.09% | 减仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.46% | $39.3万 | 1,083股 | $114.1万 | 3,022股 | -1,939股-64.16% | 减仓 |
 VisaV |
| 0.16% | 0.19% | $38.2万 | 1,722股 | $46.5万 | 2,163股 | -441股-20.39% | 减仓 |
 PROGRESSIVEPGR |
| 0.16% | 0.16% | $37.6万 | 3,299股 | $39.3万 | 3,599股 | -300股-8.34% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.14% | — | $33.0万 | 6,291股 | $0 | 0股 | +6,291股 | 新买入 |
 LINCOLN ELECLECO |
| 0.14% | 0.16% | $32.5万 | 2,360股 | $38.5万 | 2,760股 | -400股-14.49% | 减仓 |
 雪佛龙CVX |
| 0.13% | 0.22% | $30.9万 | 1,895股 | $55.2万 | 4,670股 | -2,775股-59.42% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.47% | $28.7万 | 635股 | $116.5万 | 2,576股 | -1,941股-75.35% | 减仓 |
| S道富SPYV |
| 0.11% | 0.17% | $27.3万 | 6,542股 | $41.9万 | 1.1万股 | -4,101股-38.53% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.13% | $25.7万 | 92股 | $30.9万 | 111股 | -19股-17.12% | 减仓 |
 百事可乐PEP |
| 0.11% | 0.21% | $25.0万 | 1,491股 | $51.1万 | 3,089股 | -1,598股-51.73% | 减仓 |
 摩根大通JPM |
| 0.1% | 0.14% | $24.0万 | 1,758股 | $34.4万 | 2,043股 | -285股-13.95% | 减仓 |
