| G通用动力VTI |
| 15.27% | 19.76% | $2,751.3万 | 7.4万股 | $2,421.2万 | 7.5万股 | -1,120股-1.48% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 11.02% | 13.74% | $1,984.6万 | 51.2万股 | $1,683.3万 | 48.0万股 | +3.1万股+6.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.63% | 11.55% | $1,554.0万 | 21.8万股 | $1,414.6万 | 22.1万股 | -2,652股-1.20% | 减仓 |
| S嘉信策略信托SCHR |
| 6.88% | 9.03% | $1,238.9万 | 50.2万股 | $1,106.4万 | 44.4万股 | +5.8万股+13.10% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 6.54% | — | $1,178.5万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
| DDimensional维度ETF信托DFEM |
| 5.92% | 6.69% | $1,067.2万 | 26.3万股 | $820.1万 | 23.7万股 | +2.5万股+10.62% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 4.52% | — | $814.1万 | 33.7万股 | $0 | 0股 | +33.7万股 | 新买入 |
| DDimensional维度ETF信托DFSU |
| 4.04% | — | $728.4万 | 15.6万股 | $0 | 0股 | +15.6万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 3.94% | 1.17% | $709.3万 | 9.0万股 | $143.9万 | 1.8万股 | +7.2万股+394.46% | 加仓 |
| DDimensional维度ETF信托DISV |
| 3.75% | 4.87% | $675.1万 | 16.8万股 | $596.1万 | 15.1万股 | +1.7万股+11.31% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.47% | 1.76% | $625.8万 | 7.6万股 | $215.0万 | 2.6万股 | +5.0万股+191.41% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 3.05% | 3.87% | $548.7万 | 18.9万股 | $473.8万 | 17.8万股 | +1.1万股+6.26% | 加仓 |
 苹果AAPL |
| 2.09% | 2.37% | $376.3万 | 1.3万股 | $290.6万 | 1.1万股 | +1,553股+13.56% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 2.08% | — | $375.6万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| DDimensional维度ETF信托DFSI |
| 1.86% | — | $334.6万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| IiShares安硕信托SUSB |
| 1.84% | 2.66% | $330.8万 | 13.2万股 | $325.3万 | 13.0万股 | +2,590股+2.00% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.56% | 1.67% | $280.7万 | 5.3万股 | $204.5万 | 3.9万股 | +1.4万股+36.16% | 加仓 |
| NNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNUDM |
| 1.48% | 3.27% | $265.8万 | 6.6万股 | $401.0万 | 11.1万股 | -4.5万股-40.20% | 减仓 |
| NNUVEEN ESGNUSC |
| 1.16% | 2.62% | $209.8万 | 4.0万股 | $321.2万 | 7.1万股 | -3.1万股-43.52% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.91% | — | $164.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| NNUSHARES ETF TRNUEM |
| 0.87% | 1.74% | $156.9万 | 3.7万股 | $213.1万 | 5.8万股 | -2.1万股-36.25% | 减仓 |
 微软MSFT |
| 0.73% | 1.07% | $131.6万 | 3,527股 | $130.7万 | 3,530股 | -3股-0.08% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.69% | 0.9% | $123.6万 | 1.5万股 | $109.8万 | 1.5万股 | -407股-2.63% | 减仓 |
| V先锋领航全球基金VCEB |
| 0.48% | 0.76% | $87.0万 | 1.4万股 | $92.6万 | 1.5万股 | -871股-5.91% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.47% | $70.5万 | 1,996股 | $57.0万 | 1,987股 | +9股+0.45% | 加仓 |
 好市多COST |
| 0.38% | 0.55% | $68.7万 | 734股 | $67.3万 | 675股 | +59股+8.74% | 加仓 |
 英特尔INTC |
| 0.31% | — | $56.3万 | 4,030股 | $0 | 0股 | +4,030股 | 新买入 |
| IiShares安硕信托IVV |
| 0.3% | 0.39% | $54.0万 | 721股 | $48.3万 | 740股 | -19股-2.57% | 减仓 |
 EDGEWELL PERSONAL CAREEPC |
| 0.3% | — | $53.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 耐克NKE |
| 0.29% | 0.54% | $52.4万 | 1.3万股 | $66.4万 | 1.3万股 | +206股+1.64% | 加仓 |
 南方电力SO |
| 0.29% | 0.43% | $51.6万 | 5,396股 | $52.4万 | 5,430股 | -34股-0.63% | 减仓 |
 万事达MA |
| 0.28% | 0.4% | $50.6万 | 986股 | $49.6万 | 993股 | -7股-0.70% | 减仓 |
 VisaV |
| 0.28% | 0.36% | $49.8万 | 1,450股 | $43.7万 | 1,445股 | +5股+0.35% | 加仓 |
| S道富SPTI |
| 0.27% | 1.34% | $47.9万 | 1.7万股 | $164.3万 | 5.7万股 | -4.0万股-70.53% | 减仓 |
 谷歌AGOOGL |
| 0.26% | 0.3% | $46.6万 | 1,303股 | $36.8万 | 1,280股 | +23股+1.80% | 加仓 |
 ENERGIZERENR |
| 0.25% | — | $45.4万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| NNUSHARES ETF TRNULG |
| 0.24% | 0.34% | $43.9万 | 3,749股 | $41.2万 | 4,527股 | -778股-17.19% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.24% | 0.53% | $43.1万 | 1,823股 | $64.9万 | 3,017股 | -1,194股-39.58% | 减仓 |
| V先锋领航指数基金VOO |
| 0.23% | 0.31% | $41.3万 | 560股 | $38.1万 | 660股 | -100股-15.15% | 减仓 |
 宝洁PG |
| 0.22% | 0.32% | $40.4万 | 2,755股 | $39.8万 | 2,753股 | +2股+0.07% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.21% | 0.34% | $37.8万 | 7,554股 | $42.1万 | 9,246股 | -1,692股-18.30% | 减仓 |
 GENERAL MILLS COMGIS |
| 0.18% | — | $32.8万 | 9,415股 | $0 | 0股 | +9,415股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.21% | $30.6万 | 612股 | $25.3万 | 527股 | +85股+16.13% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.17% | 0.89% | $30.6万 | 3,168股 | $108.9万 | 1.4万股 | -1.0万股-76.55% | 减仓 |
 摩根大通JPM |
| 0.16% | — | $28.1万 | 858股 | $0 | 0股 | +858股 | 新买入 |
 卡特彼勒CAT |
| 0.16% | — | $28.1万 | 264股 | $0 | 0股 | +264股 | 新买入 |
 POSTPOST |
| 0.15% | — | $26.5万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.15% | 0.2% | $26.1万 | 3,034股 | $24.3万 | 557股 | +2,477股+444.70% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.14% | 0.19% | $24.3万 | 4,507股 | $23.8万 | 4,507股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.13% | 0.21% | $24.0万 | 2,740股 | $26.0万 | 2,800股 | -60股-2.14% | 减仓 |
