| S嘉信·USSCHX |
| 13.36% | 12.64% | $3,362.5万 | 114.3万股 | $2,947.0万 | 114.9万股 | -6,823股-0.59% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 6.85% | 6.62% | $1,723.6万 | 59.5万股 | $1,542.8万 | 61.5万股 | -2.0万股-3.18% | 减仓 |
| S嘉信策略信托SCHD |
| 6.11% | 6.56% | $1,537.6万 | 48.5万股 | $1,528.6万 | 49.8万股 | -1.3万股-2.68% | 减仓 |
| S嘉信·USSCHA |
| 5.83% | 5.19% | $1,467.9万 | 40.6万股 | $1,209.4万 | 41.6万股 | -9,603股-2.31% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.63% | 5.43% | $1,417.1万 | 41.9万股 | $1,266.0万 | 43.5万股 | -1.6万股-3.64% | 减仓 |
| S嘉信策略信托SCHF |
| 5.3% | 5.18% | $1,333.5万 | 48.1万股 | $1,206.8万 | 48.8万股 | -6,190股-1.27% | 减仓 |
| S嘉信策略信托SCHM |
| 5.07% | 4.72% | $1,275.4万 | 34.6万股 | $1,099.3万 | 35.5万股 | -9,145股-2.58% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 5% | 5.44% | $1,258.3万 | 54.4万股 | $1,268.5万 | 54.6万股 | -2,268股-0.42% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.79% | 3.7% | $953.1万 | 27.4万股 | $862.6万 | 28.3万股 | -9,010股-3.19% | 减仓 |
| V先锋领航指数基金VOO |
| 2.6% | 2.44% | $654.2万 | 9,526股 | $569.2万 | 9,526股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHR |
| 2.14% | 2.37% | $537.8万 | 21.8万股 | $552.8万 | 22.2万股 | -3,803股-1.71% | 减仓 |
| S嘉信策略信托SCHE |
| 1.81% | 1.78% | $455.2万 | 12.6万股 | $414.9万 | 12.6万股 | -369股-0.29% | 减仓 |
| IiShares安硕信托IOO |
| 1.8% | 1.74% | $454.2万 | 3.3万股 | $406.7万 | 3.4万股 | -363股-1.08% | 减仓 |
| IiShares安硕信托IEI |
| 1.73% | 1.9% | $434.5万 | 3.7万股 | $443.7万 | 3.7万股 | -420股-1.12% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.71% | 1.89% | $430.5万 | 17.8万股 | $441.1万 | 18.2万股 | -3,414股-1.88% | 减仓 |
| S嘉信·USSCHP |
| 1.59% | 1.77% | $400.0万 | 15.1万股 | $412.0万 | 15.5万股 | -3,896股-2.52% | 减仓 |
| G通用动力VTI |
| 1.55% | 1.46% | $391.3万 | 1.1万股 | $339.2万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 1.44% | 1.57% | $362.1万 | 3.8万股 | $365.4万 | 3.8万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.36% | 1.3% | $341.7万 | 1.2万股 | $301.9万 | 1.2万股 | -87股-0.73% | 减仓 |
| I景顺QQQ信托VOO |
| 1.23% | 1.04% | $308.9万 | 4,195股 | $242.1万 | 4,195股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.06% | 1% | $266.9万 | 1.3万股 | $232.6万 | 1.3万股 | +1股+0.01% | 加仓 |
| IiShares安硕信托AGG |
| 0.98% | 1.07% | $246.5万 | 2.5万股 | $248.2万 | 2.5万股 | -101股-0.40% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.95% | 1.03% | $238.8万 | 2.9万股 | $240.1万 | 2.9万股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.8% | 0.84% | $201.4万 | 4.2万股 | $195.6万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.74% | 0.7% | $185.8万 | 2,481股 | $162.0万 | 2,481股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.7% | 0.76% | $175.0万 | 2.0万股 | $177.0万 | 2.0万股 | -176股-0.86% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.69% | 0.78% | $173.5万 | 2.2万股 | $181.1万 | 2.3万股 | -892股-3.90% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.66% | 0.65% | $165.4万 | 6,991股 | $150.3万 | 6,991股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.63% | 0.7% | $159.6万 | 1.9万股 | $163.5万 | 2.0万股 | -445股-2.25% | 减仓 |
| IiShares安硕·COREIJR |
| 0.61% | 0.56% | $153.8万 | 1.0万股 | $130.1万 | 1.0万股 | -97股-0.93% | 减仓 |
| IiShares安硕·COREIJH |
| 0.53% | 0.5% | $134.0万 | 1.7万股 | $117.4万 | 1.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.53% | 0.44% | $133.7万 | 1,115股 | $102.6万 | 1,115股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.52% | 0.56% | $130.4万 | 3,495股 | $129.4万 | 3,495股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.49% | 0.62% | $124.1万 | 3,370股 | $145.0万 | 3,370股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.46% | 0.43% | $116.4万 | 8,519股 | $100.9万 | 8,519股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.46% | 0.48% | $114.8万 | 7,262股 | $110.9万 | 7,486股 | -224股-2.99% | 减仓 |
| V先锋领航·TOTALBND |
| 0.44% | 0.48% | $111.9万 | 1.5万股 | $112.3万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.44% | 0.44% | $111.9万 | 3,744股 | $102.0万 | 3,744股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.4% | 0.38% | $101.2万 | 4,247股 | $88.5万 | 4,247股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.4% | 0.35% | $101.1万 | 5,659股 | $81.9万 | 5,659股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDC |
| 0.4% | 0.44% | $101.0万 | 4,479股 | $102.3万 | 4,556股 | -77股-1.69% | 减仓 |
 AMD超威AMD |
| 0.37% | 0.14% | $94.3万 | 1,624股 | $33.0万 | 1,624股 | 00.00% | 持仓不变 |
| IiShares安硕信托TIP |
| 0.36% | 0.39% | $90.6万 | 8,279股 | $91.4万 | 8,279股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.33% | 0.31% | $83.1万 | 5,297股 | $73.3万 | 5,297股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VPU |
| 0.32% | 0.35% | $81.7万 | 4,174股 | $82.7万 | 4,174股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPGM |
| 0.32% | 0.32% | $80.6万 | 9,408股 | $75.3万 | 9,947股 | -539股-5.42% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.3% | 0.29% | $76.0万 | 9,070股 | $68.1万 | 9,070股 | 00.00% | 持仓不变 |
| GGAMESTOPGME |
| 0.3% | 0.33% | $74.4万 | 3.4万股 | $77.6万 | 3.4万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.28% | 0.31% | $70.8万 | 3.0万股 | $71.3万 | 3.3万股 | -3,283股-9.90% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 0.28% | 0.3% | $69.3万 | 1.4万股 | $69.4万 | 1.4万股 | 00.00% | 持仓不变 |
