| V先锋领航指数基金VOO |
| 16.59% | 16.23% | $4,211.0万 | 6.1万股 | $3,733.3万 | 6.2万股 | -1,164股-1.86% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 11.91% | 11.66% | $3,023.8万 | 68.2万股 | $2,681.7万 | 69.0万股 | -8,440股-1.22% | 减仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 10.14% | 10.57% | $2,574.7万 | 37.6万股 | $2,431.2万 | 35.6万股 | +2.0万股+5.63% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 8.42% | 8.83% | $2,137.4万 | 50.6万股 | $2,031.5万 | 48.1万股 | +2.5万股+5.24% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 5.11% | 5.26% | $1,296.2万 | 23.5万股 | $1,209.5万 | 21.8万股 | +1.6万股+7.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.02% | 4.87% | $1,274.2万 | 17.9万股 | $1,119.1万 | 17.5万股 | +4,195股+2.40% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4.18% | 4.42% | $1,060.3万 | 21.1万股 | $1,015.5万 | 20.3万股 | +7,795股+3.83% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.08% | 3.74% | $1,036.8万 | 17.4万股 | $860.0万 | 15.9万股 | +1.5万股+9.16% | 加仓 |
| V先锋领航·SMALLVBR |
| 3.33% | 3.46% | $844.4万 | 3.5万股 | $796.7万 | 3.7万股 | -1,918股-5.23% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.86% | 2.82% | $727.0万 | 8.9万股 | $648.3万 | 9.1万股 | -2,707股-2.96% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.85% | 2.62% | $724.0万 | 5.7万股 | $601.9万 | 5.5万股 | +1,771股+3.23% | 加仓 |
| V先锋领航·TOTALBND |
| 2.83% | 3.16% | $717.3万 | 9.8万股 | $727.7万 | 9.9万股 | -1,109股-1.12% | 减仓 |
| V先锋领航指数基金VB |
| 2.67% | 2.67% | $679.0万 | 2.2万股 | $614.6万 | 2.3万股 | -1,065股-4.54% | 减仓 |
| G通用动力VTI |
| 1.58% | 1.52% | $402.1万 | 1.1万股 | $349.1万 | 1.1万股 | -15股-0.14% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.54% | 1.45% | $389.9万 | 8.1万股 | $333.3万 | 7.0万股 | +1.1万股+16.00% | 加仓 |
| V先锋领航指数基金VBK |
| 1.45% | 1.37% | $368.8万 | 1.0万股 | $315.9万 | 1.0万股 | -367股-3.51% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.34% | 1.22% | $340.2万 | 4,556股 | $281.7万 | 4,331股 | +225股+5.20% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.26% | 1.17% | $321.1万 | 3.3万股 | $269.8万 | 3.3万股 | -211股-0.63% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.2% | 1.2% | $304.8万 | 3.7万股 | $275.0万 | 3.9万股 | -1,643股-4.25% | 减仓 |
| IiShares安硕信托REET |
| 1.18% | 1.18% | $299.4万 | 10.8万股 | $272.2万 | 10.8万股 | +183股+0.17% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.08% | 1.15% | $273.7万 | 7.8万股 | $264.1万 | 7.8万股 | -319股-0.41% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.05% | 1.1% | $266.7万 | 2.5万股 | $252.4万 | 2.7万股 | -1,833股-6.81% | 减仓 |
| DDimensional维度ETF信托DISV |
| 1% | 1.09% | $253.6万 | 6.3万股 | $251.7万 | 6.4万股 | -643股-1.01% | 减仓 |
| DDimensional维度·USDFUV |
| 0.85% | 0.84% | $215.9万 | 3.9万股 | $194.3万 | 4.0万股 | -848股-2.12% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.81% | 0.91% | $204.7万 | 3.8万股 | $210.3万 | 4.0万股 | -1,960股-4.92% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.57% | 0.54% | $145.7万 | 4,848股 | $124.9万 | 5,038股 | -190股-3.77% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.49% | 0.48% | $123.6万 | 9,651股 | $109.8万 | 9,876股 | -225股-2.28% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.48% | 0.47% | $121.4万 | 1.7万股 | $108.5万 | 1.7万股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.46% | 0.5% | $117.9万 | 1.3万股 | $115.6万 | 1.4万股 | -405股-2.97% | 减仓 |
| V先锋领航指数基金VTV |
| 0.44% | 0.42% | $111.3万 | 5,109股 | $96.8万 | 4,936股 | +173股+3.50% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.32% | 0.35% | $81.8万 | 1.5万股 | $81.5万 | 1.5万股 | -64股-0.42% | 减仓 |
| IiShares安硕信托ISVL |
| 0.27% | 0.17% | $68.2万 | 1.4万股 | $38.5万 | 7,992股 | +5,562股+69.59% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.27% | 0.28% | $67.4万 | 1.7万股 | $63.5万 | 1.8万股 | -760股-4.19% | 减仓 |
| IiShares安硕信托EFV |
| 0.26% | 0.3% | $65.5万 | 8,550股 | $69.9万 | 9,406股 | -856股-9.10% | 减仓 |
 W.R.伯克利WRB |
| 0.21% | 0.22% | $53.0万 | 7,519股 | $49.8万 | 7,519股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.2% | 0.25% | $51.6万 | 5,969股 | $58.3万 | 6,725股 | -756股-11.24% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.2% | 0.19% | $50.3万 | 1.2万股 | $42.9万 | 1.2万股 | -45股-0.36% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.18% | 0.19% | $46.4万 | 3,005股 | $44.1万 | 3,024股 | -19股-0.63% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.18% | — | $46.4万 | 6,127股 | $0 | 0股 | +6,127股 | 新买入 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.16% | 0.17% | $39.9万 | 1,805股 | $38.4万 | 2,027股 | -222股-10.95% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.15% | 0.16% | $37.4万 | 1.0万股 | $35.8万 | 1.0万股 | -35股-0.35% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.13% | 0.13% | $34.0万 | 8,591股 | $30.8万 | 8,618股 | -27股-0.31% | 减仓 |
| IiShares安硕信托STIP |
| 0.12% | 0.13% | $30.3万 | 2,968股 | $30.7万 | 2,968股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.11% | 0.1% | $27.5万 | 950股 | $24.1万 | 950股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.1% | 0.11% | $25.7万 | 5,339股 | $25.0万 | 5,339股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.1% | 0.1% | $25.1万 | 3,049股 | $23.9万 | 3,049股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.09% | 0.09% | $24.1万 | 2,907股 | $20.4万 | 2,765股 | +142股+5.14% | 加仓 |
 博通AVGO |
| 0.09% | — | $23.4万 | 620股 | $0 | 0股 | +620股 | 新买入 |
 微软MSFT |
| 0.09% | 0.1% | $22.2万 | 594股 | $22.0万 | 594股 | 00.00% | 持仓不变 |
