| G通用动力VTI |
| 20.57% | 20.56% | $2,617.8万 | 7.1万股 | $2,513.5万 | 7.8万股 | -7,606股-9.71% | 减仓 |
| IiShares安硕信托IVV |
| 16.21% | 14.91% | $2,063.8万 | 2.8万股 | $1,823.4万 | 2.8万股 | -357股-1.28% | 减仓 |
| IiShares安硕信托ITOT |
| 11.82% | 10.66% | $1,504.8万 | 9.2万股 | $1,302.9万 | 9.1万股 | +128股+0.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.21% | 5.81% | $789.9万 | 1.1万股 | $710.5万 | 1.1万股 | -347股-3.18% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.06% | 5.14% | $644.2万 | 7.5万股 | $628.0万 | 8.1万股 | -6,097股-7.49% | 减仓 |
| I景顺QQQ信托VOO |
| 3.81% | 3.39% | $485.4万 | 6,592股 | $414.9万 | 7,188股 | -596股-8.29% | 减仓 |
| V先锋领航·MIDVO |
| 3.67% | 3.42% | $467.4万 | 5.8万股 | $417.7万 | 1.5万股 | +4.3万股+298.86% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.68% | 6.2% | $341.2万 | 11.8万股 | $758.4万 | 30.2万股 | -18.4万股-61.01% | 减仓 |
| IiShares黄金信托IAU |
| 2.62% | 2.06% | $333.2万 | 4.4万股 | $252.1万 | 2.9万股 | +1.6万股+54.34% | 加仓 |
| PPimco Active Bond ETFBOND |
| 2.59% | 2.7% | $329.7万 | 3.6万股 | $329.7万 | 3.6万股 | +29股+0.08% | 加仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 2.43% | 3.75% | $309.1万 | 1.3万股 | $458.8万 | 2.1万股 | -8,368股-39.21% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.37% | 2.41% | $301.3万 | 1.4万股 | $294.7万 | 1.5万股 | -1,195股-7.78% | 减仓 |
| PPIMCO太平洋投资管理ETFLONZ |
| 2.36% | 2.75% | $300.0万 | 6.1万股 | $335.8万 | 6.8万股 | -7,163股-10.53% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.61% | 0.51% | $205.0万 | 1.3万股 | $62.2万 | 5,551股 | +7,136股+128.55% | 加仓 |
| IiShares安硕信托IEFA |
| 1.38% | 1.43% | $175.7万 | 1.8万股 | $175.5万 | 1.9万股 | -1,187股-6.12% | 减仓 |
| SSPDR黄金信托GLD |
| 1.27% | 1.16% | $162.1万 | 4,399股 | $141.5万 | 3,289股 | +1,110股+33.75% | 加仓 |
| V先锋领航·TOTALBND |
| 1.04% | 1.33% | $132.9万 | 1.8万股 | $162.7万 | 2.2万股 | -3,990股-18.06% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.89% | 0.91% | $112.7万 | 7,403股 | $111.3万 | 7,623股 | -220股-2.89% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.87% | 0.9% | $110.3万 | 1.1万股 | $110.2万 | 1.1万股 | -15股-0.14% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.86% | 0.81% | $109.8万 | 4,639股 | $99.3万 | 4,617股 | +22股+0.48% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.85% | 0.86% | $108.5万 | 4.1万股 | $105.7万 | 4.0万股 | +570股+1.41% | 加仓 |
| V先锋领航指数基金VOO |
| 0.8% | 0.73% | $101.3万 | 1,475股 | $89.7万 | 1,501股 | -26股-1.73% | 减仓 |
| IiShares安硕IEMG |
| 0.76% | — | $97.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航国际股票指数基金VGK |
| 0.73% | 0.73% | $92.7万 | 1.0万股 | $89.5万 | 1.1万股 | -389股-3.58% | 减仓 |
| IiShares安硕信托LQD |
| 0.6% | 0.6% | $75.8万 | 6,952股 | $73.1万 | 6,703股 | +249股+3.71% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.59% | 0.89% | $74.7万 | 1.6万股 | $108.9万 | 2.3万股 | -7,239股-31.21% | 减仓 |
| S嘉信策略信托SCHF |
| 0.5% | 0.46% | $63.3万 | 2.3万股 | $56.8万 | 2.3万股 | -102股-0.44% | 减仓 |
 帕兰提尔PLTR |
| 0.49% | 0.64% | $62.3万 | 5,336股 | $78.1万 | 5,336股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSB |
| 0.46% | 0.47% | $58.4万 | 1.3万股 | $57.9万 | 1.3万股 | +131股+1.05% | 加仓 |
| PProShares信托PSQ |
| 0.45% | — | $57.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares安硕信托AGG |
| 0.4% | 0.41% | $51.1万 | 5,163股 | $50.7万 | 5,111股 | +52股+1.02% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.34% | 0.47% | $43.7万 | 8,334股 | $57.1万 | 1.1万股 | -2,528股-23.27% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.31% | 0.29% | $39.5万 | 1.3万股 | $35.2万 | 1.3万股 | +48股+0.38% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 0.31% | 0.3% | $39.1万 | 4,252股 | $36.4万 | 4,252股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.3% | 0.32% | $38.3万 | 1.1万股 | $38.8万 | 1.3万股 | -2,752股-20.62% | 减仓 |
| S嘉信·USSCHX |
| 0.29% | — | $36.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 谷歌AGOOGL |
| 0.28% | — | $35.1万 | 981股 | $0 | 0股 | +981股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.26% | 0.24% | $33.4万 | 2,126股 | $29.3万 | 2,119股 | +7股+0.33% | 加仓 |
| IISHARES TR MSCI UAEQAT |
| 0.23% | — | $29.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| PPROLOGIS COMPLD |
| 0.23% | 0.23% | $29.0万 | 2,143股 | $28.4万 | 2,148股 | -5股-0.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | — | $24.7万 | 697股 | $0 | 0股 | +697股 | 新买入 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.16% | 0.16% | $20.3万 | 6,580股 | $20.0万 | 6,512股 | +68股+1.04% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.16% | 0.18% | $20.0万 | 1,925股 | $22.1万 | 2,277股 | -352股-15.46% | 减仓 |
