| V先锋领航指数基金VOO |
| 22.8% | 23.13% | $2,827.0万 | 4.1万股 | $2,790.7万 | 4.3万股 | -1,689股-3.94% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 17.68% | 17.93% | $2,193.0万 | 59.5万股 | $2,163.0万 | 60.1万股 | -5,373股-0.89% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 12.69% | 12.5% | $1,574.2万 | 6.7万股 | $1,508.2万 | 6.6万股 | +319股+0.48% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 9.92% | 9.8% | $1,230.4万 | 27.7万股 | $1,182.4万 | 28.2万股 | -4,169股-1.48% | 减仓 |
| S嘉信策略信托SCHF |
| 9.84% | 9.67% | $1,219.8万 | 44.0万股 | $1,166.4万 | 44.6万股 | -5,851股-1.31% | 减仓 |
| V先锋领航债券指数基金BIV |
| 5.65% | 5.6% | $700.4万 | 9.1万股 | $676.2万 | 8.7万股 | +3,847股+4.40% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.85% | 4.87% | $601.5万 | 3.0万股 | $587.4万 | 3.0万股 | +66股+0.22% | 加仓 |
| IiShares安硕·COREIJR |
| 4.39% | 4.17% | $544.1万 | 3.7万股 | $503.5万 | 3.7万股 | -447股-1.20% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.84% | 2.48% | $352.8万 | 7.0万股 | $299.2万 | 5.9万股 | +1.0万股+17.60% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.81% | 1.72% | $224.7万 | 2.9万股 | $207.3万 | 2.7万股 | +2,379股+8.90% | 加仓 |
| IiShares安硕信托CMF |
| 1.68% | 1.73% | $207.8万 | 3.6万股 | $208.6万 | 3.6万股 | -241股-0.66% | 减仓 |
| IiShares安硕信托LMUB |
| 0.76% | 1.18% | $94.4万 | 1.8万股 | $141.9万 | 2.8万股 | -9,468股-33.94% | 减仓 |
 ADOBE COMADBE |
| 0.74% | 0.89% | $92.1万 | 4,490股 | $107.3万 | 4,490股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.62% | 0.76% | $76.6万 | 1,926股 | $92.2万 | 1,926股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.55% | 0.53% | $67.8万 | 1,832股 | $64.1万 | 1,832股 | 00.00% | 持仓不变 |
| IiShares安硕信托NYF |
| 0.47% | 0.48% | $58.5万 | 1.1万股 | $58.3万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.34% | 0.35% | $41.5万 | 5,831股 | $41.7万 | 6,159股 | -328股-5.33% | 减仓 |
 英特尔INTC |
| 0.3% | 0.16% | $37.0万 | 2,648股 | $19.5万 | 2,919股 | -271股-9.28% | 减仓 |
 欧特克ADSK |
| 0.24% | 0.3% | $30.1万 | 1,547股 | $35.9万 | 1,547股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.24% | 0.27% | $29.4万 | 823股 | $33.0万 | 975股 | -152股-15.59% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.17% | $22.2万 | 297股 | $20.8万 | 294股 | +3股+1.02% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.16% | 0.15% | $19.5万 | 2,281股 | $18.6万 | 2,281股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.15% | 0.04% | $18.1万 | 2,056股 | $4.6万 | 546股 | +1,510股+276.56% | 加仓 |
 3M COMMMM |
| 0.11% | 0.1% | $13.7万 | 848股 | $12.3万 | 848股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.11% | 0.13% | $13.6万 | 1,200股 | $15.8万 | 1,200股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHYG |
| 0.11% | 0.11% | $13.3万 | 3,129股 | $13.3万 | 3,129股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.11% | 0.1% | $13.2万 | 434股 | $12.3万 | 434股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.1% | 0.1% | $12.8万 | 354股 | $12.3万 | 354股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.07% | 0.07% | $9.2万 | 123股 | $8.8万 | 123股 | 00.00% | 持仓不变 |
 慧与HPEHPE |
| 0.06% | 0.04% | $7.6万 | 1,694股 | $4.7万 | 1,694股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.05% | 0.05% | $6.4万 | 220股 | $6.0万 | 220股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.05% | 0.06% | $6.0万 | 162股 | $6.7万 | 162股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.05% | 0.05% | $5.9万 | 401股 | $5.8万 | 401股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.05% | 0.04% | $5.6万 | 159股 | $5.4万 | 159股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.04% | 0.04% | $4.8万 | 492股 | $4.6万 | 492股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.03% | 0.04% | $4.3万 | 77股 | $5.1万 | 77股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.03% | 0.03% | $4.1万 | 135股 | $3.7万 | 135股 | 00.00% | 持仓不变 |
 惠普HPQ |
| 0.03% | 0.03% | $3.6万 | 1,633股 | $3.3万 | 1,633股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.03% | 0.03% | $3.6万 | 438股 | $3.4万 | 438股 | 00.00% | 持仓不变 |
| SSIGHT SCIENCES INC COMSGHT |
| 0.02% | 0.02% | $2.7万 | 5,000股 | $2.2万 | 5,000股 | 00.00% | 持仓不变 |
| SSOLVENTUM COM SHSSOLV |
| 0.01% | 0.01% | $1.6万 | 212股 | $1.5万 | 212股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.01% | 0.01% | $1.5万 | 75股 | $1.5万 | 75股 | 00.00% | 持仓不变 |
| AARCHER AVIATIONACHR |
| 0.01% | 0.01% | $1.4万 | 3,000股 | $1.7万 | 3,000股 | 00.00% | 持仓不变 |
 固安捷GWW |
| <0.01% | <0.01% | $5,442 | 4股 | $4,660 | 4股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| <0.01% | <0.01% | $5,124 | 62股 | $4,992 | 62股 | 00.00% | 持仓不变 |
 VisaV |
| <0.01% | <0.01% | $4,460 | 13股 | $4,015 | 13股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| <0.01% | <0.01% | $4,410 | 20股 | $4,931 | 20股 | 00.00% | 持仓不变 |
 万事达MA |
| <0.01% | <0.01% | $4,109 | 8股 | $4,019 | 8股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| <0.01% | <0.01% | $3,570 | 50股 | $4,641 | 50股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| <0.01% | <0.01% | $2,622 | 11股 | $2,806 | 11股 | 00.00% | 持仓不变 |
