| SSPDR标普500 ETFSPY |
| 27.83% | 31.29% | $1.01亿 | 13.5万股 | $8,851.1万 | 13.6万股 | -849股-0.62% | 减仓 |
| IiShares安硕·COREIJR |
| 13.22% | 13.03% | $4,796.8万 | 32.3万股 | $3,686.3万 | 29.7万股 | +2.7万股+9.07% | 加仓 |
| IiShares安硕·COREIJH |
| 12.57% | 12.04% | $4,561.6万 | 59.2万股 | $3,404.8万 | 50.4万股 | +8.7万股+17.33% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 10.36% | 10.62% | $3,758.1万 | 120.8万股 | $3,002.8万 | 107.8万股 | +13.0万股+12.07% | 加仓 |
| IiShares安硕信托IEFA |
| 9.65% | 4.34% | $3,503.3万 | 36.3万股 | $1,227.0万 | 13.6万股 | +22.7万股+167.62% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 6.39% | 8.94% | $2,318.9万 | 43.6万股 | $2,528.9万 | 47.8万股 | -4.3万股-8.89% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.04% | 4.8% | $1,466.9万 | 18.6万股 | $1,358.9万 | 17.1万股 | +1.4万股+8.28% | 加仓 |
| IINVESCO INTL. CORPORATE BONDPICB |
| 2.4% | 5.08% | $870.3万 | 37.6万股 | $1,436.2万 | 62.2万股 | -24.6万股-39.56% | 减仓 |
| IiShares安硕信托EEM |
| 2.27% | 2.47% | $822.0万 | 12.0万股 | $699.0万 | 12.3万股 | -2,933股-2.38% | 减仓 |
| IiShares安硕IEMG |
| 1.96% | 0.04% | $710.1万 | 8.6万股 | $12.1万 | 1,733股 | +8.4万股+4,845.99% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 1.3% | 0.52% | $471.9万 | 10.5万股 | $147.4万 | 3.3万股 | +7.2万股+217.25% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.01% | 0.47% | $366.2万 | 8.3万股 | $134.2万 | 3.3万股 | +5.0万股+152.95% | 加仓 |
| F第一信托交易所交易基金FDM |
| 0.96% | 0.43% | $347.9万 | 3.7万股 | $121.8万 | 1.5万股 | +2.3万股+151.72% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.87% | 1.09% | $316.9万 | 3.1万股 | $307.8万 | 3.2万股 | -1,192股-3.76% | 减仓 |
| V先锋领航指数基金VOO |
| 0.82% | 0.75% | $297.8万 | 4,336股 | $210.8万 | 3,528股 | +808股+22.90% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.47% | 0.32% | $169.3万 | 2.4万股 | $90.7万 | 1.4万股 | +9,613股+67.92% | 加仓 |
| IiShares安硕信托DMXF |
| 0.38% | 0.28% | $139.0万 | 1.6万股 | $80.0万 | 1.1万股 | +5,829股+54.96% | 加仓 |
| V先锋领航·MIDVO |
| 0.31% | 0.25% | $111.4万 | 1.4万股 | $71.8万 | 2,501股 | +1.1万股+452.82% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.3% | 0.11% | $109.5万 | 6,975股 | $30.0万 | 2,168股 | +4,807股+221.73% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.24% | 0.27% | $87.4万 | 1,243股 | $76.5万 | 1,241股 | +2股+0.16% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.23% | 0.19% | $85.0万 | 1.4万股 | $52.5万 | 9,718股 | +4,515股+46.46% | 加仓 |
| EEA SERIES TRUSTUSEW |
| 0.23% | 0.26% | $83.9万 | 1.5万股 | $73.5万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWC |
| 0.21% | 0.19% | $76.1万 | 3,803股 | $55.0万 | 3,448股 | +355股+10.30% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.19% | 0.22% | $67.9万 | 2,259股 | $61.0万 | 2,461股 | -202股-8.21% | 减仓 |
| V先锋领航指数基金VB |
| 0.17% | 0.19% | $61.9万 | 2,041股 | $54.0万 | 2,060股 | -19股-0.92% | 减仓 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.15% | 0.17% | $53.3万 | 4,717股 | $47.7万 | 4,725股 | -8股-0.17% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.14% | 0.17% | $51.0万 | 9,847股 | $46.7万 | 9,962股 | -115股-1.15% | 减仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.12% | 0.17% | $45.3万 | 1.0万股 | $48.9万 | 1.2万股 | -1,222股-10.55% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.12% | 0.15% | $44.1万 | 8,758股 | $42.2万 | 9,248股 | -490股-5.30% | 减仓 |
| IiShares安硕信托EFG |
| 0.11% | 0.15% | $39.4万 | 3,170股 | $42.0万 | 3,774股 | -604股-16.00% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.1% | — | $37.1万 | 2,694股 | $0 | 0股 | +2,694股 | 新买入 |
| V先锋领航指数基金VV |
| 0.09% | 0.1% | $31.0万 | 902股 | $26.9万 | 899股 | +3股+0.33% | 加仓 |
| S道富SLYG |
| 0.08% | 0.16% | $29.9万 | 2,509股 | $46.1万 | 4,770股 | -2,261股-47.40% | 减仓 |
| S道富MDYV |
| 0.07% | 0.09% | $24.1万 | 2,545股 | $24.3万 | 2,855股 | -310股-10.86% | 减仓 |
| S嘉信策略信托SCHF |
| 0.06% | 0.07% | $23.5万 | 8,482股 | $21.0万 | 8,482股 | 00.00% | 持仓不变 |
| IiShares安硕信托XVV |
| 0.06% | — | $23.3万 | 4,101股 | $0 | 0股 | +4,101股 | 新买入 |
| S道富MDYG |
| 0.05% | 0.06% | $19.3万 | 1,718股 | $18.0万 | 1,872股 | -154股-8.23% | 减仓 |
| IiShares安硕信托EFV |
| 0.05% | 0.1% | $18.9万 | 2,470股 | $27.3万 | 3,668股 | -1,198股-32.66% | 减仓 |
| IiShares安硕信托IVV |
| 0.05% | 0.06% | $17.8万 | 237股 | $16.9万 | 259股 | -22股-8.49% | 减仓 |
| IiShares安硕ESGE |
| 0.05% | 0.01% | $17.7万 | 3,235股 | $3.4万 | 756股 | +2,479股+327.91% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.04% | <0.01% | $14.5万 | 2,781股 | $39 | 1股 | +2,780股+278,000.00% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.04% | 0.06% | $13.8万 | 1,672股 | $15.6万 | 1,889股 | -217股-11.49% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.03% | 0.04% | $12.2万 | 1,266股 | $11.2万 | 1,266股 | 00.00% | 持仓不变 |
| DDBX ETF信托SNPE |
| 0.03% | 0.04% | $11.8万 | 1,713股 | $10.2万 | 1,708股 | +5股+0.29% | 加仓 |
| S道富SPYV |
| 0.03% | 0.05% | $9.8万 | 1,620股 | $13.0万 | 2,290股 | -670股-29.26% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.03% | 0.03% | $9.7万 | 1,178股 | $8.4万 | 1,169股 | +9股+0.77% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.02% | 0.05% | $8.3万 | 765股 | $13.1万 | 1,382股 | -617股-44.65% | 减仓 |
| IiShares安硕信托REET |
| 0.02% | 0.03% | $8.2万 | 2,977股 | $7.9万 | 3,147股 | -170股-5.40% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.02% | 0.02% | $6.9万 | 839股 | $6.0万 | 839股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.01% | 0.02% | $5.4万 | 147股 | $4.7万 | 147股 | 00.00% | 持仓不变 |
