| 1 | IJS | Ishares S&p Small-cap 600 Va | +2.1% | +85.80% | 加仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | -4.66% | 减仓 |
| 3 | VPL | Vanguard Ftse Pacific ETF | +0.6% | -3.63% | 减仓 |
| 4 | VGK | Vanguard Ftse Europe ETF | +0.5% | -1.98% | 减仓 |
| 5 | SCHB | Schwab US Broad Market ETF | +0.1% | +5.10% | 加仓 |
| 6 | SCHA | Schwab US Small-cap ETF | +0.1% | -7.08% | 减仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +259.72% | 加仓 |
| 8 | IEUR | Ishares Core Msci Europe ETF | +0.1% | -1.51% | 减仓 |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | -0.22% | 减仓 |
| 10 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -3.11% | 减仓 |
| 11 | IPAC | Ishares Core Msci Pacific Et | 0% | -2.80% | 减仓 |
| 12 | SCHF | Schwab Intl Equity ETF | 0% | +17.28% | 加仓 |
| 13 | IYY | Ishares Dow Jones U.s. ETF | 0% | +100.00% | 加仓 |
| 14 | VNQ | Vanguard Real Estate ETF | — | -1.41% | 减仓 |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | — | +6.57% | 加仓 |
| 16 | OEF | Ishares S&p 100 ETF | — | — | 不变 |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | — | — | 不变 |
| 18 | LIN | Linde plc | — | — | 不变 |
| 19 | IWV | Ishares Russell 3000 ETF | — | — | 不变 |
| 20 | XOM | Exxon Mobil CORP | — | -6.93% | 减仓 |
| 21 | KO | Coca-cola Co/the | 0% | -20.37% | 减仓 |
| 22 | SCHH | Schwab US Reit ETF | 0% | -19.58% | 减仓 |
| 23 | AAPL | Apple INC | 0% | -40.40% | 减仓 |
| 24 | IFLN | Invesco Bloomberg Enhanced F | 0% | -3.84% | 减仓 |
| 25 | AMZN | Amazon.com INC | 0% | -44.81% | 减仓 |
| 26 | CMF | Ishares California Muni Bond | -0.1% | — | 不变 |
| 27 | BND | Vanguard Total Bond Market | -0.2% | -71.91% | 减仓 |
| 28 | MUB | Ishares National Muni Bond E | -0.5% | -6.20% | 减仓 |
| 29 | USMV | Ishares Msci USA Min Vol Fac | — | EXIT | 清仓 |
| 30 | XMLV | Invesco S&p Midcap Low Volat | — | EXIT | 清仓 |
| 31 | TENB | Tenable Holdings INC | — | EXIT | 清仓 |
| 32 | MGC | Vanguard Mega Cap ETF | — | EXIT | 清仓 |
| 33 | IAUUSD | Ishares Gold Trust | — | EXIT | 清仓 |
| 34 | BSV | Vanguard Short-term Bond ETF | — | EXIT | 清仓 |
| 35 | GTO | Invesco Total Return Bond Et | — | EXIT | 清仓 |
| 36 | VB | Vanguard Small-cap ETF | — | EXIT | 清仓 |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | — | EXIT | 清仓 |
| 38 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 清仓 |
| 39 | VO | Vanguard Mid-cap ETF | — | EXIT | 清仓 |
| 40 | VOE | Vanguard Mid-cap Value ETF | — | EXIT | 清仓 |
| 41 | VXUS | Vanguard Total Intl Stock | — | EXIT | 清仓 |
| 42 | MINT | Pimco Enhanced Short Maturit | — | EXIT | 清仓 |
| 43 | SUB | Ishares Short-term National | — | EXIT | 清仓 |
| 44 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 45 | TFI | Ss Spdr N Ice Muni Bond ETF | — | NEW | 新建仓 |
| 46 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | 清仓 |
| 47 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新建仓 |
| 48 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新建仓 |
| 49 | TSLA | Tesla INC | — | EXIT | 清仓 |
| 50 | DSGX | Descartes Systems Grp/the | — | EXIT | 清仓 |