| V先锋领航指数基金VOO |
| 20.41% | 20.35% | $3,542.6万 | 5.2万股 | $2,996.3万 | 5.0万股 | +1,439股+2.87% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 15.87% | 15.8% | $2,754.9万 | 38.1万股 | $2,326.8万 | 37.9万股 | +1,693股+0.45% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 7.89% | 7.47% | $1,369.6万 | 4.5万股 | $1,099.5万 | 4.6万股 | -1,067股-2.31% | 减仓 |
| I景顺QQQ信托VOO |
| 6.86% | 6.37% | $1,191.5万 | 1.6万股 | $938.0万 | 1.6万股 | -71股-0.44% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.83% | 5.61% | $1,011.3万 | 12.8万股 | $825.5万 | 10.4万股 | +2.4万股+22.88% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.54% | 5.67% | $961.0万 | 13.5万股 | $835.1万 | 13.0万股 | +4,562股+3.50% | 加仓 |
| A美国世纪ETF信托AVLV |
| 4.97% | 4.84% | $862.1万 | 9.5万股 | $713.2万 | 8.8万股 | +6,048股+6.84% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.59% | 3.81% | $623.9万 | 16.7万股 | $561.6万 | 15.8万股 | +9,368股+5.93% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3% | 2.92% | $521.1万 | 12.5万股 | $429.6万 | 11.7万股 | +7,990股+6.84% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.99% | 2.96% | $518.8万 | 6.3万股 | $436.1万 | 6.1万股 | +1,700股+2.77% | 加仓 |
| SSPDR道富系列信托SDY |
| 2.87% | 3.31% | $497.4万 | 3.3万股 | $487.0万 | 3.3万股 | -684股-2.05% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 2.15% | 2.3% | $373.6万 | 9.4万股 | $338.8万 | 9.5万股 | -397股-0.42% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.07% | 2.18% | $360.2万 | 5.2万股 | $321.5万 | 5.1万股 | +40股+0.08% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.81% | 1.62% | $314.1万 | 3.4万股 | $238.0万 | 2.6万股 | +8,302股+31.96% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.71% | 1.88% | $297.0万 | 6.7万股 | $276.3万 | 7.1万股 | -4,154股-5.84% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.63% | 1.57% | $282.4万 | 6.9万股 | $231.5万 | 6.7万股 | +2,497股+3.73% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.47% | 1.53% | $254.6万 | 5.0万股 | $224.7万 | 4.4万股 | +5,941股+13.38% | 加仓 |
| G通用动力VTI |
| 1.38% | 1.42% | $238.7万 | 6,451股 | $209.3万 | 6,523股 | -72股-1.10% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.08% | 1.09% | $186.8万 | 5.5万股 | $159.8万 | 5.0万股 | +5,133股+10.35% | 加仓 |
 Markel Group Inc.MKL |
| 0.95% | 1.05% | $164.4万 | 842股 | $154.8万 | 809股 | +33股+4.08% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.8% | 0.87% | $139.2万 | 3.4万股 | $128.6万 | 3.3万股 | +733股+2.22% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.57% | 0.55% | $98.8万 | 2.7万股 | $81.1万 | 2.4万股 | +2,927股+12.26% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.46% | $80.3万 | 1,605股 | $68.2万 | 1,423股 | +182股+12.79% | 加仓 |
 微软MSFT |
| 0.34% | 0.42% | $59.8万 | 1,602股 | $61.1万 | 1,651股 | -49股-2.97% | 减仓 |
| AAvantis·U SAVUV |
| 0.34% | 0.31% | $58.3万 | 4,669股 | $45.3万 | 4,102股 | +567股+13.82% | 加仓 |
 强生JNJ |
| 0.32% | 0.36% | $55.5万 | 2,184股 | $53.4万 | 2,184股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.29% | 0.25% | $50.3万 | 1,228股 | $37.4万 | 1,049股 | +179股+17.06% | 加仓 |
| IiShares安硕信托IVV |
| 0.28% | 0.29% | $49.2万 | 657股 | $42.3万 | 648股 | +9股+1.39% | 加仓 |
 谷歌AGOOGL |
| 0.27% | 0.26% | $47.4万 | 1,326股 | $38.1万 | 1,326股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.27% | $46.1万 | 617股 | $40.1万 | 617股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.26% | 0.28% | $45.8万 | 1,935股 | $41.6万 | 1,935股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.25% | 0.29% | $42.7万 | 1,474股 | $42.1万 | 1,658股 | -184股-11.10% | 减仓 |
 默沙东MRK |
| 0.24% | 0.27% | $40.9万 | 3,182股 | $39.9万 | 3,314股 | -132股-3.98% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.2% | 0.2% | $34.1万 | 8,486股 | $28.7万 | 8,486股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIS |
| 0.19% | 0.19% | $33.3万 | 9,496股 | $27.5万 | 8,176股 | +1,320股+16.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.16% | $32.6万 | 922股 | $24.2万 | 845股 | +77股+9.11% | 加仓 |
| IiShares安硕·COREIJR |
| 0.16% | 0.14% | $26.9万 | 1,817股 | $21.2万 | 1,702股 | +115股+6.76% | 加仓 |
| IiShares安硕信托AGG |
| 0.15% | 0.22% | $25.2万 | 2,550股 | $32.3万 | 3,254股 | -704股-21.63% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.14% | 0.15% | $24.9万 | 4,815股 | $21.7万 | 4,815股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.13% | 0.14% | $21.9万 | 312股 | $20.6万 | 334股 | -22股-6.59% | 减仓 |
 MCKESSON COMMCK |
| 0.12% | 0.18% | $21.4万 | 283股 | $25.9万 | 299股 | -16股-5.35% | 减仓 |
