| IiShares安硕信托IVV |
| 16.19% | 18.15% | $2.95亿 | 38.9万股 | $3.03亿 | 46.3万股 | -7.4万股-15.94% | 减仓 |
| IiShares安硕信托SHV |
| 8.93% | 6.85% | $1.63亿 | 147.8万股 | $1.14亿 | 103.5万股 | +44.3万股+42.85% | 加仓 |
| IiShares安硕信托IDEV |
| 3.82% | 3.82% | $6,969.8万 | 77.7万股 | $6,373.8万 | 76.3万股 | +1.5万股+1.92% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 2.57% | 2.38% | $4,677.2万 | 45.2万股 | $3,975.7万 | 46.8万股 | -1.6万股-3.39% | 减仓 |
| IiShares安硕信托IGIB |
| 2.47% | 2.76% | $4,501.5万 | 84.7万股 | $4,594.8万 | 86.3万股 | -1.7万股-1.94% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.47% | 2.23% | $4,500.1万 | 35.2万股 | $3,722.5万 | 33.9万股 | +1.3万股+3.75% | 加仓 |
| IiShares安硕信托AGG |
| 2.35% | 2.52% | $4,292.7万 | 43.5万股 | $4,205.8万 | 42.4万股 | +1.2万股+2.77% | 加仓 |
| S道富SPYM |
| 2.34% | 2.08% | $4,264.0万 | 48.5万股 | $3,473.7万 | 45.4万股 | +3.1万股+6.91% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.15% | 1.41% | $3,928.1万 | 55.1万股 | $2,357.4万 | 36.8万股 | +18.3万股+49.87% | 加仓 |
| I景顺QQQ信托VOO |
| 2.11% | 1.8% | $3,840.6万 | 5.2万股 | $3,001.0万 | 5.2万股 | +159股+0.31% | 加仓 |
| V先锋领航·MIDVO |
| 2.02% | 2% | $3,691.8万 | 45.8万股 | $3,340.2万 | 11.6万股 | +34.2万股+293.96% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.89% | 1.6% | $3,452.2万 | 111.0万股 | $2,659.0万 | 95.5万股 | +15.5万股+16.26% | 加仓 |
| V先锋领航指数基金VTV |
| 1.85% | 1.96% | $3,381.8万 | 15.5万股 | $3,268.2万 | 16.7万股 | -1.1万股-6.84% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.75% | 1.85% | $3,195.6万 | 70.2万股 | $3,092.0万 | 67.8万股 | +2.5万股+3.65% | 加仓 |
| IiShares安硕·COREIJH |
| 1.51% | 1.69% | $2,752.4万 | 36.4万股 | $2,819.9万 | 41.8万股 | -5.4万股-12.92% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.43% | 1.61% | $2,603.2万 | 86.7万股 | $2,682.7万 | 89.2万股 | -2.5万股-2.77% | 减仓 |
| IiShares安硕·COREIJR |
| 1.23% | 1.31% | $2,242.2万 | 15.3万股 | $2,182.5万 | 17.6万股 | -2.2万股-12.68% | 减仓 |
| TTCW ETF TRUSTXB |
| 1.19% | 1.26% | $2,163.4万 | 55.4万股 | $2,105.8万 | 53.6万股 | +1.7万股+3.26% | 加仓 |
| V先锋领航指数基金VB |
| 1.17% | 1.16% | $2,139.7万 | 7.1万股 | $1,939.4万 | 7.4万股 | -3,458股-4.67% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHFSI |
| 1.16% | 1.25% | $2,108.0万 | 60.1万股 | $2,086.9万 | 60.1万股 | -158股-0.03% | 减仓 |
| IiShares安硕IEMG |
| 1.13% | 1.12% | $2,066.7万 | 25.9万股 | $1,870.1万 | 26.8万股 | -8,842股-3.30% | 减仓 |
| IiShares安硕信托ITOT |
| 1.13% | 1.07% | $2,055.2万 | 12.4万股 | $1,776.3万 | 12.5万股 | -469股-0.38% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.09% | 1.03% | $1,985.2万 | 35.6万股 | $1,714.1万 | 37.4万股 | -1.8万股-4.74% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.08% | 1.12% | $1,971.5万 | 24.9万股 | $1,866.4万 | 23.5万股 | +1.4万股+5.95% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.01% | 1.05% | $1,848.2万 | 22.5万股 | $1,748.9万 | 21.2万股 | +1.3万股+6.28% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1% | 0.93% | $1,827.1万 | 16.2万股 | $1,546.3万 | 15.0万股 | +1.2万股+8.21% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.95% | 0.92% | $1,732.2万 | 19.7万股 | $1,536.7万 | 4.2万股 | +15.5万股+371.13% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.93% | 0.93% | $1,698.8万 | 35.1万股 | $1,554.3万 | 32.3万股 | +2.7万股+8.44% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.91% | 0.91% | $1,662.4万 | 30.8万股 | $1,511.0万 | 31.8万股 | -1.0万股-3.22% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.87% | 0.86% | $1,588.1万 | 26.6万股 | $1,437.0万 | 26.6万股 | +184股+0.07% | 加仓 |
| V先锋领航指数基金VOO |
| 0.82% | 0.76% | $1,489.7万 | 2.2万股 | $1,267.7万 | 2.1万股 | +470股+2.22% | 加仓 |
| S嘉信策略信托SCHD |
| 0.7% | 0.9% | $1,267.4万 | 40.0万股 | $1,494.4万 | 48.7万股 | -8.7万股-17.94% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.66% | 0.67% | $1,195.0万 | 21.2万股 | $1,115.5万 | 19.7万股 | +1.5万股+7.50% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.62% | — | $1,134.4万 | 63.4万股 | $0 | 0股 | +63.4万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.58% | 0.53% | $1,065.1万 | 12.4万股 | $878.2万 | 2.0万股 | +10.4万股+514.99% | 加仓 |
| IiShares安硕信托IQLT |
| 0.57% | 0.73% | $1,046.7万 | 21.1万股 | $1,222.8万 | 26.4万股 | -5.3万股-20.14% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.55% | 0.4% | $1,009.2万 | 12.0万股 | $661.1万 | 8.8万股 | +3.2万股+36.88% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.54% | 0.62% | $991.3万 | 48.7万股 | $1,037.0万 | 50.8万股 | -2.1万股-4.22% | 减仓 |
 苹果AAPL |
| 0.54% | 0.5% | $990.3万 | 3.4万股 | $825.2万 | 3.3万股 | +1,039股+3.20% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.53% | 0.63% | $966.2万 | 6.3万股 | $1,042.7万 | 7.1万股 | -7,956股-11.14% | 减仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 0.53% | 0.55% | $965.4万 | 18.4万股 | $920.0万 | 19.1万股 | -6,777股-3.55% | 减仓 |
| I景顺·S&PSPHQ |
| 0.5% | 0.46% | $909.1万 | 10.1万股 | $760.5万 | 10.1万股 | -243股-0.24% | 减仓 |
| V先锋领航指数基金VBK |
| 0.49% | 0.39% | $891.1万 | 2.4万股 | $658.0万 | 2.2万股 | +2,597股+11.93% | 加仓 |
 威瑞信VRSN |
| 0.48% | 0.52% | $883.8万 | 3.5万股 | $872.6万 | 3.5万股 | +1股+0.00% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.44% | $862.6万 | 4.3万股 | $738.1万 | 4.2万股 | +468股+1.11% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.46% | 0.43% | $837.8万 | 22.0万股 | $718.9万 | 22.2万股 | -1,556股-0.70% | 减仓 |
| V先锋领航全球基金VGT |
| 0.42% | 0.34% | $770.9万 | 6.5万股 | $570.6万 | 8,178股 | +5.6万股+688.73% | 加仓 |
| RRBB FDTBIL |
| 0.41% | 0.48% | $752.1万 | 15.1万股 | $806.4万 | 16.2万股 | -1.1万股-6.73% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.4% | 0.36% | $727.5万 | 4.6万股 | $593.9万 | 4.0万股 | +5,930股+14.79% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.39% | 0.43% | $712.1万 | 8.7万股 | $722.6万 | 9.2万股 | -5,606股-6.08% | 减仓 |
