| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 27.33% | 28.73% | $3,533.8万 | 67.4万股 | $3,413.1万 | 64.9万股 | +2.5万股+3.83% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 20.26% | 19.06% | $2,620.5万 | 90.5万股 | $2,265.0万 | 90.2万股 | +2,491股+0.28% | 加仓 |
| SSPDR道富指数基金SPGM |
| 15.03% | 16.01% | $1,944.1万 | 22.7万股 | $1,902.0万 | 25.1万股 | -2.4万股-9.67% | 减仓 |
| S嘉信策略信托SCHD |
| 11.82% | 11.9% | $1,528.6万 | 48.2万股 | $1,414.3万 | 46.1万股 | +2.1万股+4.58% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 11.52% | 10.6% | $1,489.7万 | 44.0万股 | $1,258.8万 | 43.2万股 | +8,083股+1.87% | 加仓 |
| S嘉信策略信托SCHM |
| 4.06% | 3.48% | $525.3万 | 14.2万股 | $414.0万 | 13.4万股 | +8,739股+6.53% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 2.07% | 2.24% | $267.6万 | 3.6万股 | $266.7万 | 3.6万股 | -731股-2.00% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.74% | 1.57% | $224.4万 | 6.4万股 | $186.3万 | 6.1万股 | +3,388股+5.55% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.69% | 0.68% | $89.5万 | 1,198股 | $81.1万 | 1,247股 | -49股-3.93% | 减仓 |
 微软MSFT |
| 0.68% | 0.73% | $87.5万 | 2,344股 | $86.8万 | 2,344股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.61% | 0.64% | $79.2万 | 3,345股 | $75.6万 | 3,513股 | -168股-4.78% | 减仓 |
| V先锋领航指数基金VOO |
| 0.57% | 0.53% | $73.2万 | 1,066股 | $63.5万 | 1,063股 | +3股+0.28% | 加仓 |
 卡特彼勒CAT |
| 0.38% | 0.27% | $48.8万 | 458股 | $32.4万 | 457股 | +1股+0.22% | 加仓 |
 好市多COST |
| 0.36% | 0.41% | $46.1万 | 493股 | $49.1万 | 493股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.31% | 0.29% | $39.4万 | 1,078股 | $35.0万 | 1,100股 | -22股-2.00% | 减仓 |
| S嘉信策略信托SCHE |
| 0.28% | 0.28% | $36.1万 | 9,956股 | $32.8万 | 9,944股 | +12股+0.12% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.27% | 0.21% | $35.4万 | 2,674股 | $24.8万 | 2,209股 | +465股+21.05% | 加仓 |
 苹果AAPL |
| 0.26% | 0.25% | $34.2万 | 1,182股 | $30.0万 | 1,181股 | +1股+0.08% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.22% | — | $28.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| V先锋领航指数基金VV |
| 0.22% | 0.2% | $28.0万 | 814股 | $24.3万 | 814股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.2% | 0.2% | $26.1万 | 798股 | $23.5万 | 798股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.2% | 0.2% | $26.0万 | 736股 | $24.2万 | 736股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.2% | 0.19% | $25.8万 | 629股 | $22.4万 | 629股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.19% | — | $24.7万 | 336股 | $0 | 0股 | +336股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.18% | 0.19% | $23.5万 | 2,973股 | $23.0万 | 2,902股 | +71股+2.45% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.18% | 0.2% | $23.5万 | 858股 | $24.2万 | 1,023股 | -165股-16.13% | 减仓 |
 谷歌AGOOGL |
| 0.17% | — | $21.4万 | 600股 | $0 | 0股 | +600股 | 新买入 |
