| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.5% | -1.26% | 减仓 |
| 2 | IJS | Ishares S&p Small-cap 600 Va | +0.8% | +2.39% | 加仓 |
| 3 | VGK | Vanguard Ftse Europe ETF | +0.4% | +2.50% | 加仓 |
| 4 | VPL | Vanguard Ftse Pacific ETF | +0.3% | +2.58% | 加仓 |
| 5 | VNQ | Vanguard Real Estate ETF | +0.2% | -3.44% | 减仓 |
| 6 | SCHB | Schwab US Broad Market ETF | +0.1% | +6.62% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +25.65% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | 0% | +18.27% | 加仓 |
| 9 | IYY | Ishares Dow Jones U.s. ETF | 0% | — | 不变 |
| 10 | SCHF | Schwab Intl Equity ETF | 0% | +31.99% | 加仓 |
| 11 | IWV | Ishares Russell 3000 ETF | 0% | — | 不变 |
| 12 | VEA | Vanguard Ftse Developed ETF | — | -0.29% | 减仓 |
| 13 | BIV | Vanguard Intermediate-term B | — | +7.06% | 加仓 |
| 14 | SCHH | Schwab US Reit ETF | — | — | 不变 |
| 15 | SCHV | Schwab US Large-cap Value | — | — | 不变 |
| 16 | T | At&t INC | — | -6.21% | 减仓 |
| 17 | SCHA | Schwab US Small-cap ETF | 0% | -9.81% | 减仓 |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | -13.22% | 减仓 |
| 19 | DD | DuPont de Nemours, Inc. | 0% | -1.09% | 减仓 |
| 20 | JNJ | Johnson & Johnson | 0% | -29.52% | 减仓 |
| 21 | IFLN | Invesco Bloomberg Enhanced F | 0% | -3.61% | 减仓 |
| 22 | BND | Vanguard Total Bond Market | 0% | -32.57% | 减仓 |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -8.76% | 减仓 |
| 24 | SCHC | Schwab Intl Small-cap Equity | 0% | -10.18% | 减仓 |
| 25 | IEUR | Ishares Core Msci Europe ETF | -0.1% | -13.17% | 减仓 |
| 26 | IPAC | Ishares Core Msci Pacific Et | -0.1% | -27.40% | 减仓 |
| 27 | IAUUSD | Ishares Gold Trust | -0.1% | -53.15% | 减仓 |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | -12.88% | 减仓 |
| 29 | VB | Vanguard Small-cap ETF | -0.2% | -86.28% | 减仓 |
| 30 | SCHP | Schwab U.s. Tips ETF | -0.2% | -43.82% | 减仓 |
| 31 | CMF | Ishares California Muni Bond | -0.3% | -26.88% | 减仓 |
| 32 | MUB | Ishares National Muni Bond E | -0.9% | -7.02% | 减仓 |
| 33 | TENB | Tenable Holdings INC | — | NEW | 新建仓 |
| 34 | MGC | Vanguard Mega Cap ETF | — | EXIT | 清仓 |
| 35 | USMV | Ishares Msci USA Min Vol Fac | — | EXIT | 清仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清仓 |
| 37 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 清仓 |
| 38 | VOE | Vanguard Mid-cap Value ETF | — | EXIT | 清仓 |
| 39 | EES | Wisdomtree US Smallcap Fund | — | EXIT | 清仓 |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | — | EXIT | 清仓 |
| 41 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 清仓 |
| 42 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | 新建仓 |
| 43 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | — | EXIT | 清仓 |
| 44 | STPZ | Pimco 1-5 Year US Tips Index | — | EXIT | 清仓 |
| 45 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | 清仓 |
| 46 | FSICUSD | Fs Kkr Capital CORP | — | EXIT | 清仓 |