| IiShares安硕·COREIJR |
| 21.98% | 20.97% | $3,285.7万 | 22.2万股 | $2,744.6万 | 22.1万股 | +757股+0.34% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 21.48% | 21.96% | $3,212.4万 | 15.1万股 | $2,874.3万 | 15.0万股 | +1,213股+0.81% | 加仓 |
| IiShares安硕·COREIJH |
| 18.31% | 18.21% | $2,737.6万 | 35.5万股 | $2,383.7万 | 35.3万股 | +2,044股+0.58% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 5.66% | 6.13% | $845.6万 | 10.3万股 | $802.3万 | 10.2万股 | +468股+0.46% | 加仓 |
| IiShares安硕信托IEFA |
| 4.66% | 4.97% | $697.5万 | 7.2万股 | $650.5万 | 7.2万股 | +358股+0.50% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 3.39% | 3.2% | $506.3万 | 2.8万股 | $418.8万 | 2.9万股 | -592股-2.05% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 3.19% | 3.2% | $477.1万 | 3.5万股 | $419.3万 | 3.5万股 | -496股-1.40% | 减仓 |
| IiShares安硕信托IJK |
| 2.8% | 2.8% | $418.4万 | 3.6万股 | $366.2万 | 3.6万股 | -786股-2.16% | 减仓 |
| IiShares安硕信托IJJ |
| 2.76% | 2.85% | $412.1万 | 2.8万股 | $372.5万 | 2.8万股 | -218股-0.78% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.3% | 2.48% | $344.4万 | 3.3万股 | $324.1万 | 3.3万股 | -207股-0.62% | 减仓 |
| IiShares安硕信托IVV |
| 2.19% | 2.19% | $327.4万 | 4,372股 | $286.3万 | 4,383股 | -11股-0.25% | 减仓 |
| S嘉信·USSCHA |
| 1.59% | 1.47% | $238.1万 | 6.6万股 | $192.1万 | 6.6万股 | -163股-0.25% | 减仓 |
| S嘉信策略信托SCHM |
| 1.34% | 1.28% | $199.6万 | 5.4万股 | $167.7万 | 5.4万股 | -20股-0.04% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.14% | 1.13% | $171.2万 | 1.6万股 | $148.0万 | 1.6万股 | +42股+0.27% | 加仓 |
| S道富SLYG |
| 1.07% | 0.99% | $160.0万 | 1.3万股 | $129.5万 | 1.3万股 | +34股+0.25% | 加仓 |
| S道富MDYG |
| 0.98% | 0.96% | $146.5万 | 1.3万股 | $125.1万 | 1.3万股 | +37股+0.28% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.95% | 1.04% | $142.7万 | 6,284股 | $136.1万 | 6,445股 | -161股-2.50% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.88% | 0.97% | $131.0万 | 2.7万股 | $126.9万 | 2.7万股 | +64股+0.24% | 加仓 |
| S道富MDYV |
| 0.87% | 0.89% | $130.4万 | 1.4万股 | $116.5万 | 1.4万股 | +71股+0.52% | 加仓 |
| IiShares安硕信托IVW |
| 0.87% | 0.84% | $130.0万 | 9,452股 | $109.9万 | 9,716股 | -264股-2.72% | 减仓 |
| S嘉信策略信托SCHF |
| 0.82% | 0.83% | $122.2万 | 4.4万股 | $109.1万 | 4.4万股 | +33股+0.07% | 加仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.34% | $54.9万 | 745股 | $44.7万 | 774股 | -29股-3.75% | 减仓 |
| IiShares安硕信托SHV |
| 0.27% | 0.31% | $39.9万 | 3,620股 | $40.0万 | 3,620股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.14% | — | $20.9万 | 722股 | $0 | 0股 | +722股 | 新买入 |
