| G通用动力VTI |
| 22.05% | 20.46% | $1,827.8万 | 6.4万股 | $1,494.3万 | 5.6万股 | +8,676股+15.58% | 加仓 |
| IiShares安硕信托TLT |
| 16.99% | 18.51% | $1,408.4万 | 14.4万股 | $1,351.6万 | 13.3万股 | +1.1万股+8.17% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 15.1% | 15.55% | $1,251.7万 | 12.8万股 | $1,135.7万 | 12.0万股 | +7,639股+6.37% | 加仓 |
| IiShares黄金信托IAU |
| 7.48% | 7.78% | $620.1万 | 12.5万股 | $568.0万 | 12.8万股 | -2,847股-2.23% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 5.36% | 4.06% | $444.1万 | 7.2万股 | $296.5万 | 7.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托MXI |
| 4.62% | 4.55% | $382.8万 | 4.1万股 | $332.3万 | 3.9万股 | +2,326股+6.01% | 加仓 |
 苹果AAPL |
| 2.85% | 2.87% | $236.5万 | 1.0万股 | $209.5万 | 9,946股 | +205股+2.06% | 加仓 |
| V先锋领航全球基金VDE |
| 2.68% | 2.94% | $222.2万 | 1.8万股 | $214.4万 | 1.6万股 | +1,660股+10.16% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 2.53% | 2.04% | $209.4万 | 8.0万股 | $148.8万 | 6.4万股 | +1.5万股+24.04% | 加仓 |
| IiShares安硕信托ITOT |
| 2.49% | 2.99% | $206.4万 | 1.6万股 | $218.1万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 2.31% | 2.41% | $191.8万 | 1.6万股 | $175.6万 | 1.5万股 | +1,001股+6.66% | 加仓 |
| PProShares信托SSO |
| 1.73% | 1.87% | $143.2万 | 1.6万股 | $136.5万 | 1.6万股 | -635股-3.85% | 减仓 |
| FFIDELITY MSCI ENERGY INDEX ETFFENY |
| 1.5% | 1.77% | $124.1万 | 5.2万股 | $129.3万 | 5.2万股 | +4股+0.01% | 加仓 |
| PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ |
| 1.45% | 1.49% | $119.8万 | 1.5万股 | $109.2万 | 1.5万股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 1.23% | 1.36% | $102.0万 | 1.0万股 | $99.7万 | 9,961股 | +95股+0.95% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.14% | 1.23% | $94.4万 | 1,641股 | $89.6万 | 1,641股 | 00.00% | 持仓不变 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.96% | 1.02% | $79.6万 | 2.0万股 | $74.4万 | 2.0万股 | +1股+0.01% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.87% | 1.06% | $72.0万 | 8,660股 | $77.6万 | 9,511股 | -851股-8.95% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.82% | 0.89% | $67.6万 | 1.1万股 | $65.2万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.81% | 0.52% | $67.5万 | 1,279股 | $38.3万 | 766股 | +513股+66.97% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.73% | 0.67% | $60.8万 | 7,635股 | $49.0万 | 6,675股 | +960股+14.38% | 加仓 |
| IiShares安硕信托USMV |
| 0.67% | 0.7% | $55.6万 | 6,094股 | $51.0万 | 6,069股 | +25股+0.41% | 加仓 |
| IIBMIBM |
| 0.65% | 0.58% | $54.2万 | 2,452股 | $42.2万 | 2,441股 | +11股+0.45% | 加仓 |
| IiShares安硕信托SHV |
| 0.59% | 0.72% | $48.7万 | 4,404股 | $52.9万 | 4,788股 | -384股-8.02% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.58% | — | $48.0万 | 9,389股 | $0 | 0股 | +9,389股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.5% | 0.52% | $41.4万 | 3,537股 | $37.7万 | 3,537股 | 00.00% | 持仓不变 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.41% | 0.5% | $34.4万 | 6,806股 | $36.2万 | 6,806股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.32% | 0.32% | $26.5万 | 617股 | $23.3万 | 522股 | +95股+18.20% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.3% | 0.32% | $24.5万 | 2,166股 | $23.2万 | 2,166股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.29% | 0.31% | $24.3万 | 3,384股 | $22.8万 | 3,384股 | 00.00% | 持仓不变 |
