| SSPDR标普500 ETFSPY |
| 38.56% | 36.96% | $1.38亿 | 18.5万股 | $1.21亿 | 18.7万股 | -2,000股-1.07% | 减仓 |
| IiShares安硕信托AGG |
| 24.2% | 25.64% | $8,648.2万 | 87.4万股 | $8,415.4万 | 84.8万股 | +2.6万股+3.07% | 加仓 |
| V先锋领航债券指数基金BLV |
| 11.56% | 12.56% | $4,130.3万 | 59.9万股 | $4,121.4万 | 59.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 10.2% | 9.17% | $3,645.8万 | 12.1万股 | $3,009.4万 | 12.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 3.88% | 3.5% | $1,385.2万 | 20.2万股 | $1,149.9万 | 20.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.38% | 3.44% | $1,208.6万 | 11.6万股 | $1,130.1万 | 11.6万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCSH |
| 2.02% | 2.21% | $722.5万 | 9.1万股 | $724.7万 | 9.1万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.01% | 2.2% | $719.4万 | 12.4万股 | $723.6万 | 12.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.42% | 1.42% | $508.1万 | 6,900股 | $467.5万 | 8,100股 | -1,200股-14.81% | 减仓 |
| S嘉信策略信托SCHD |
| 1.42% | 1.43% | $508.0万 | 16.0万股 | $469.1万 | 15.3万股 | +7,300股+4.77% | 加仓 |
| IiShares安硕信托HYG |
| 1.35% | 1.47% | $483.8万 | 6.1万股 | $481.3万 | 6.1万股 | 00.00% | 持仓不变 |
