| IiShares安硕信托IEFA |
| 8.7% | 8.5% | $1.47亿 | 152.4万股 | $1.40亿 | 154.5万股 | -2.1万股-1.33% | 减仓 |
| V先锋领航指数基金VOO |
| 5.22% | 4.8% | $8,828.4万 | 12.9万股 | $7,900.6万 | 13.2万股 | -3,675股-2.78% | 减仓 |
| V先锋领航指数基金VUG |
| 4.13% | 3.6% | $6,985.1万 | 81.1万股 | $5,922.7万 | 13.6万股 | +67.5万股+498.03% | 加仓 |
| IiShares安硕IEMG |
| 3.9% | 3.48% | $6,600.2万 | 79.7万股 | $5,723.0万 | 82.0万股 | -2.4万股-2.90% | 减仓 |
| V先锋领航指数基金VTV |
| 3.85% | 3.48% | $6,513.6万 | 29.9万股 | $5,722.7万 | 29.2万股 | +7,211股+2.47% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.57% | 3.24% | $6,032.5万 | 84.7万股 | $5,330.3万 | 83.2万股 | +1.5万股+1.78% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 3.53% | 3.1% | $5,964.0万 | 56.1万股 | $5,098.2万 | 54.4万股 | +1.7万股+3.15% | 加仓 |
| IiShares安硕信托IWY |
| 3.34% | 3.14% | $5,653.9万 | 19.5万股 | $5,163.4万 | 20.7万股 | -1.3万股-6.24% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.89% | 2.57% | $4,883.7万 | 38.2万股 | $4,235.8万 | 38.6万股 | -4,056股-1.05% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.84% | 2.71% | $4,798.8万 | 95.2万股 | $4,458.8万 | 97.7万股 | -2.4万股-2.50% | 减仓 |
| IiShares安硕信托IWX |
| 2.46% | 2.3% | $4,152.9万 | 39.5万股 | $3,786.4万 | 40.9万股 | -1.4万股-3.35% | 减仓 |
| IiShares安硕信托IVV |
| 2.2% | 2.01% | $3,728.0万 | 5.0万股 | $3,306.5万 | 5.1万股 | -839股-1.66% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.12% | 1.95% | $3,581.7万 | 32.5万股 | $3,204.0万 | 33.0万股 | -4,861股-1.48% | 减仓 |
| IiShares安硕信托IWS |
| 2.08% | 1.92% | $3,523.9万 | 21.4万股 | $3,157.4万 | 21.7万股 | -2,555股-1.18% | 减仓 |
| V先锋领航指数基金VV |
| 1.98% | 2.12% | $3,347.6万 | 9.7万股 | $3,492.2万 | 11.7万股 | -2.0万股-16.70% | 减仓 |
| IiShares安硕信托GVI |
| 1.89% | 1.76% | $3,199.3万 | 29.7万股 | $2,894.0万 | 27.3万股 | +2.5万股+9.04% | 加仓 |
| IiShares安硕信托AGG |
| 1.82% | 1.8% | $3,075.5万 | 31.1万股 | $2,957.2万 | 29.8万股 | +1.3万股+4.31% | 加仓 |
| V先锋领航·MIDVO |
| 1.66% | 1.52% | $2,803.7万 | 34.8万股 | $2,502.9万 | 8.7万股 | +26.1万股+299.28% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.58% | 1.61% | $2,674.6万 | 52.9万股 | $2,656.1万 | 53.2万股 | -3,602股-0.68% | 减仓 |
| V先锋领航·TOTALBND |
| 1.53% | 1.66% | $2,593.6万 | 35.3万股 | $2,724.8万 | 37.0万股 | -1.7万股-4.52% | 减仓 |
 iShares安硕·MBSACGL |
| 1.36% | 3.59% | $2,305.1万 | 24.4万股 | $5,913.3万 | 62.3万股 | -37.9万股-60.84% | 减仓 |
| G通用动力VTI |
| 1.34% | 1.24% | $2,258.4万 | 6.1万股 | $2,041.2万 | 6.4万股 | -2,598股-4.08% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.32% | 1.22% | $2,228.2万 | 15.2万股 | $2,009.9万 | 15.7万股 | -4,686股-2.99% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.28% | 1.01% | $2,161.8万 | 17.4万股 | $1,657.1万 | 3.9万股 | +13.5万股+348.00% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.22% | 1.13% | $2,061.4万 | 34.5万股 | $1,863.4万 | 34.5万股 | +590股+0.17% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.1% | 0.99% | $1,857.5万 | 4.5万股 | $1,634.7万 | 4.6万股 | -487股-1.06% | 减仓 |
| IiShares安硕信托IQLT |
| 1.07% | 1.03% | $1,809.3万 | 36.5万股 | $1,698.9万 | 36.7万股 | -2,353股-0.64% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.01% | 0.96% | $1,703.6万 | 32.9万股 | $1,573.4万 | 33.5万股 | -6,400股-1.91% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.96% | 0.94% | $1,620.0万 | 19.7万股 | $1,540.9万 | 19.7万股 | +399股+0.20% | 加仓 |
| V先锋领航指数基金VB |
| 0.9% | 0.82% | $1,519.9万 | 5.0万股 | $1,342.2万 | 5.1万股 | -1,102股-2.15% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.87% | 0.86% | $1,473.6万 | 30.6万股 | $1,407.6万 | 30.1万股 | +5,061股+1.68% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.87% | 0.77% | $1,465.5万 | 6.6万股 | $1,269.7万 | 6.7万股 | -720股-1.08% | 减仓 |
| IISHARES BROADUSIG |
| 0.86% | 0.87% | $1,457.7万 | 28.4万股 | $1,438.5万 | 28.1万股 | +3,410股+1.21% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.83% | <0.01% | $1,410.8万 | 10.7万股 | $5,052 | 45股 | +10.7万股+236,982.22% | 加仓 |
| IiShares安硕·COREIJH |
| 0.82% | 0.75% | $1,394.2万 | 18.1万股 | $1,230.2万 | 18.2万股 | -1,361股-0.75% | 减仓 |
 苹果AAPL |
| 0.82% | 1.11% | $1,387.0万 | 4.8万股 | $1,828.0万 | 7.2万股 | -2.4万股-33.45% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.8% | 0.68% | $1,351.0万 | 3.4万股 | $1,116.3万 | 3.6万股 | -1,277股-3.59% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.76% | 0.67% | $1,278.6万 | 4.3万股 | $1,108.4万 | 4.5万股 | -2,138股-4.78% | 减仓 |
| IiShares安硕信托GJS |
| 0.74% | 0.68% | $1,248.5万 | 54.8万股 | $1,111.5万 | 48.5万股 | +6.3万股+12.97% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.69% | 0.76% | $1,162.2万 | 5.9万股 | $1,245.1万 | 6.8万股 | -8,747股-12.95% | 减仓 |
| IiShares安硕信托EMB |
| 0.67% | 0.65% | $1,140.1万 | 11.8万股 | $1,062.9万 | 11.3万股 | +5,050股+4.46% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.66% | 0.6% | $1,117.8万 | 4.6万股 | $980.9万 | 4.5万股 | +851股+1.88% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.63% | 0.5% | $1,067.1万 | 9.0万股 | $830.5万 | 8.5万股 | +4,859股+5.73% | 加仓 |
| IiShares安硕·COREIJR |
| 0.62% | 0.54% | $1,054.4万 | 7.1万股 | $888.2万 | 7.1万股 | -361股-0.51% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.58% | — | $986.0万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.57% | 0.52% | $970.6万 | 26.2万股 | $852.6万 | 23.1万股 | +3.1万股+13.29% | 加仓 |
| NNUSHARES ETF TRNULG |
| 0.51% | 0.43% | $868.2万 | 7.4万股 | $704.2万 | 7.7万股 | -3,263股-4.21% | 减仓 |
| AAvantis·U SAVUV |
| 0.45% | 0.45% | $759.0万 | 6.1万股 | $736.3万 | 6.7万股 | -5,816股-8.73% | 减仓 |
 谷歌AGOOGL |
| 0.43% | 0.71% | $731.2万 | 2.0万股 | $1,175.3万 | 4.1万股 | -2.0万股-49.94% | 减仓 |
| IiShares安硕信托IWD |
| 0.43% | 0.29% | $730.8万 | 3.0万股 | $474.6万 | 2.2万股 | +7,935股+35.73% | 加仓 |
