| G通用动力VTI |
| 14.21% | 14.01% | $4,174.6万 | 11.3万股 | $3,769.1万 | 11.7万股 | -4,672股-3.98% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 8.44% | 8.01% | $2,479.9万 | 85.6万股 | $2,154.0万 | 85.8万股 | -1,877股-0.22% | 减仓 |
| V先锋领航STAR基金VXUS |
| 6.53% | 6.59% | $1,919.3万 | 22.5万股 | $1,771.3万 | 23.0万股 | -5,199股-2.26% | 减仓 |
| SSPDR道富系列信托SPTM |
| 3.54% | 2.73% | $1,040.5万 | 11.5万股 | $733.3万 | 9.3万股 | +2.2万股+23.55% | 加仓 |
 微软MSFT |
| 3.11% | 3.44% | $913.4万 | 2.4万股 | $924.5万 | 2.5万股 | -488股-1.95% | 减仓 |
| V先锋领航·TOTALBND |
| 2.92% | 3.84% | $857.1万 | 11.7万股 | $1,032.4万 | 14.0万股 | -2.3万股-16.72% | 减仓 |
| S嘉信策略信托SCCR |
| 2.72% | 2.3% | $798.1万 | 31.2万股 | $619.9万 | 24.1万股 | +7.1万股+29.40% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.67% | 2.63% | $784.4万 | 9.4万股 | $707.4万 | 9.4万股 | -538股-0.57% | 减仓 |
| V先锋领航·TOTALBNDX |
| 2.63% | 3.43% | $773.7万 | 16.0万股 | $923.2万 | 19.2万股 | -3.2万股-16.85% | 减仓 |
| S嘉信策略信托SCHF |
| 2.34% | 1.95% | $685.9万 | 24.8万股 | $525.8万 | 21.2万股 | +3.5万股+16.57% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.24% | 2.19% | $657.4万 | 4.2万股 | $588.5万 | 4.3万股 | -662股-1.56% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.19% | 2.09% | $644.6万 | 8,632股 | $562.8万 | 8,654股 | -22股-0.25% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.17% | 2.45% | $636.9万 | 8.2万股 | $658.5万 | 8.5万股 | -2,631股-3.09% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.99% | 2.13% | $585.0万 | 3.7万股 | $572.4万 | 3.9万股 | -1,631股-4.22% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.98% | 2.09% | $580.9万 | 9.7万股 | $561.3万 | 10.4万股 | -6,524股-6.28% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.75% | 1.66% | $515.4万 | 5.9万股 | $445.4万 | 1.2万股 | +4.7万股+383.62% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.71% | 1.89% | $503.5万 | 2.1万股 | $508.0万 | 2.4万股 | -2,341股-9.91% | 减仓 |
 亚马逊AMZN |
| 1.62% | 1.6% | $476.8万 | 2.0万股 | $431.3万 | 2.1万股 | -707股-3.41% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.52% | 1.99% | $446.4万 | 8.8万股 | $535.6万 | 10.7万股 | -1.9万股-17.57% | 减仓 |
| S嘉信策略信托SCHD |
| 1.48% | 1.65% | $434.7万 | 13.7万股 | $442.7万 | 14.4万股 | -7,206股-4.99% | 减仓 |
| V先锋领航全球基金MGV |
| 1.37% | 1.63% | $402.1万 | 2.5万股 | $437.0万 | 3.0万股 | -5,552股-18.41% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.17% | 1.24% | $344.1万 | 3.5万股 | $334.5万 | 3.5万股 | -450股-1.27% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.11% | 1.01% | $324.8万 | 6.4万股 | $271.8万 | 6.0万股 | +4,903股+8.23% | 加仓 |
| S道富SPAB |
| 1.07% | 0.91% | $314.3万 | 12.3万股 | $246.1万 | 9.6万股 | +2.7万股+28.21% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.06% | 1.19% | $311.7万 | 13.5万股 | $320.9万 | 13.8万股 | -3,440股-2.49% | 减仓 |
| SSPDR道富系列信托EMHC |
| 1.05% | 0.66% | $309.7万 | 12.2万股 | $178.0万 | 7.2万股 | +5.0万股+69.60% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.04% | 1.43% | $305.4万 | 5.2万股 | $385.0万 | 6.6万股 | -1.3万股-20.22% | 减仓 |
| S嘉信策略信托SCHE |
| 0.78% | 0.78% | $228.5万 | 6.3万股 | $210.5万 | 6.4万股 | -883股-1.38% | 减仓 |
| SSPDR道富指数基金GII |
| 0.75% | 0.87% | $219.1万 | 2.9万股 | $232.7万 | 3.1万股 | -1,666股-5.44% | 减仓 |
| SSSGA ACTIVE TRALLW |
| 0.72% | 0.08% | $212.1万 | 7.2万股 | $20.2万 | 7,019股 | +6.5万股+932.33% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.69% | 1.04% | $202.7万 | 8.4万股 | $280.8万 | 11.6万股 | -3.2万股-27.42% | 减仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.66% | 0.7% | $194.8万 | 7.5万股 | $187.3万 | 7.4万股 | +1,947股+2.65% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.66% | 0.73% | $192.7万 | 2.9万股 | $195.0万 | 3.0万股 | -1,028股-3.46% | 减仓 |
| S嘉信·USSCHP |
| 0.6% | 0.72% | $176.2万 | 6.6万股 | $193.1万 | 7.3万股 | -6,083股-8.38% | 减仓 |
| SSPDR道富系列信托EBND |
| 0.6% | 0.36% | $176.2万 | 8.4万股 | $97.0万 | 4.7万股 | +3.7万股+79.30% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.56% | 0.59% | $164.1万 | 1.7万股 | $159.8万 | 1.8万股 | -997股-5.53% | 减仓 |
| V先锋领航指数基金VUG |
| 0.55% | 0.51% | $162.6万 | 1.9万股 | $137.5万 | 3,147股 | +1.6万股+499.97% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.55% | 0.57% | $160.6万 | 1.8万股 | $152.8万 | 1.9万股 | -398股-2.15% | 减仓 |
 谷歌AGOOGL |
| 0.51% | 0.45% | $151.0万 | 4,226股 | $120.8万 | 4,202股 | +24股+0.57% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.5% | 0.51% | $147.8万 | 2.9万股 | $137.8万 | 2.8万股 | +1,597股+5.78% | 加仓 |
| IISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETFEUHY |
| 0.49% | 0.54% | $143.5万 | 2.7万股 | $146.4万 | 2.8万股 | -1,249股-4.48% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.49% | 0.54% | $142.8万 | 2.8万股 | $143.9万 | 2.9万股 | -383股-1.33% | 减仓 |
| S嘉信·USSCHX |
| 0.48% | 0.51% | $140.0万 | 4.8万股 | $137.5万 | 5.4万股 | -6,070股-11.32% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.47% | 0.49% | $139.1万 | 5.9万股 | $133.0万 | 6.2万股 | -3,161股-5.11% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.47% | 0.49% | $138.1万 | 1.5万股 | $130.8万 | 1.5万股 | 00.00% | 持仓不变 |
| J摩根大通·BETABUILDERS EUROPE ETFBBEU |
| 0.47% | 0.48% | $136.9万 | 1.8万股 | $128.3万 | 1.8万股 | -118股-0.67% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.47% | 0.47% | $136.9万 | 1.9万股 | $126.5万 | 2.0万股 | -536股-2.71% | 减仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.46% | $135.1万 | 6,198股 | $123.1万 | 6,272股 | -74股-1.18% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.46% | 0.33% | $134.4万 | 4.6万股 | $87.6万 | 3.0万股 | +1.6万股+54.38% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.45% | 0.43% | $133.5万 | 4,880股 | $115.9万 | 4,905股 | -25股-0.51% | 减仓 |
