| IiShares安硕·RUSSELLIWF |
| 17.46% | 16.02% | $3,628.1万 | 29.2万股 | $3,038.8万 | 7.1万股 | +22.1万股+309.99% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 17.05% | 17.98% | $3,542.5万 | 133.6万股 | $3,410.5万 | 130.2万股 | +3.4万股+2.62% | 加仓 |
| V先锋领航全球基金MGV |
| 12.12% | 11.4% | $2,518.4万 | 15.4万股 | $2,162.4万 | 14.9万股 | +4,898股+3.28% | 加仓 |
| IiShares安硕信托AGG |
| 10.63% | 11.88% | $2,208.2万 | 22.3万股 | $2,253.5万 | 22.7万股 | -3,904股-1.72% | 减仓 |
| PPimco Active Bond ETFBOND |
| 6% | 6.62% | $1,246.7万 | 13.5万股 | $1,255.2万 | 13.6万股 | -819股-0.60% | 减仓 |
| IiShares安硕信托IWV |
| 4.2% | 4.07% | $872.2万 | 2.0万股 | $772.9万 | 2.1万股 | -395股-1.89% | 减仓 |
| IiShares安硕信托IEFA |
| 3.94% | 4.1% | $818.3万 | 8.5万股 | $778.1万 | 8.6万股 | -1,223股-1.42% | 减仓 |
| V先锋领航全球基金VGT |
| 3.77% | 2.91% | $782.6万 | 6.5万股 | $552.2万 | 7,915股 | +5.8万股+727.23% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.08% | 2.99% | $639.7万 | 2.9万股 | $567.9万 | 3.0万股 | -452股-1.53% | 减仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 2.7% | 2.73% | $561.1万 | 5.5万股 | $518.2万 | 5.6万股 | -219股-0.39% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.64% | 2.51% | $548.1万 | 8.1万股 | $476.6万 | 8.2万股 | -1,321股-1.61% | 减仓 |
| IiShares安硕信托SGOV |
| 1.94% | 2.12% | $403.3万 | 4.0万股 | $402.0万 | 4.0万股 | +129股+0.32% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.76% | 1.61% | $366.8万 | 4.2万股 | $305.9万 | 8,336股 | +3.3万股+400.48% | 加仓 |
| IiShares安硕信托IUSB |
| 1.53% | 1.66% | $318.2万 | 6.9万股 | $315.1万 | 6.8万股 | +725股+1.06% | 加仓 |
| IiShares安硕URTH |
| 1.41% | 1.27% | $293.2万 | 1.4万股 | $241.5万 | 1.3万股 | +1,053股+7.85% | 加仓 |
| IiShares安硕信托USMV |
| 1.35% | 1.3% | $280.7万 | 2.9万股 | $246.5万 | 2.7万股 | +2,527股+9.51% | 加仓 |
| B贝莱德ETF信托THRO |
| 1.34% | 1.25% | $278.6万 | 6.5万股 | $236.4万 | 6.5万股 | -628股-0.96% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.2% | 1.24% | $248.6万 | 4.9万股 | $235.8万 | 4.7万股 | +2,284股+4.84% | 加仓 |
| IiShares安硕信托IVV |
| 0.96% | 0.93% | $199.4万 | 2,662股 | $175.8万 | 2,692股 | -30股-1.11% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.9% | 0.88% | $187.6万 | 6,857股 | $166.8万 | 7,056股 | -199股-2.82% | 减仓 |
 苹果AAPL |
| 0.8% | 0.77% | $165.9万 | 5,734股 | $145.5万 | 5,732股 | +2股+0.03% | 加仓 |
| V先锋领航指数基金VOO |
| 0.78% | 0.64% | $162.9万 | 2,211股 | $122.2万 | 2,117股 | +94股+4.44% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.58% | 0.76% | $121.4万 | 1.2万股 | $144.9万 | 1.5万股 | -2,475股-17.07% | 减仓 |
| IiShares黄金信托IAU |
| 0.39% | 0.54% | $80.1万 | 1.1万股 | $102.0万 | 1.2万股 | -963股-8.32% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.34% | 0.36% | $70.5万 | 9,899股 | $68.8万 | 1.1万股 | -834股-7.77% | 减仓 |
 谷歌AGOOGL |
| 0.3% | 0.26% | $61.9万 | 1,732股 | $49.8万 | 1,732股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.29% | 0.32% | $60.9万 | 1.2万股 | $60.1万 | 1.2万股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 0.16% | 0.14% | $32.9万 | 1,410股 | $25.7万 | 1,411股 | -1股-0.07% | 减仓 |
 英伟达NVDA |
| 0.15% | 0.14% | $30.5万 | 1,526股 | $26.6万 | 1,526股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.13% | — | $27.0万 | 765股 | $0 | 0股 | +765股 | 新买入 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.12% | 0.11% | $24.4万 | 666股 | $21.2万 | 666股 | 00.00% | 持仓不变 |
