| DDimensional维度·USDFUV |
| 7.89% | 6.55% | $5,216.1万 | 94.8万股 | $3,481.2万 | 71.8万股 | +23.0万股+31.99% | 加仓 |
| V先锋领航指数基金VOO |
| 6.04% | 4.19% | $3,995.9万 | 5.8万股 | $2,228.1万 | 3.7万股 | +2.1万股+56.04% | 加仓 |
| IiShares安硕·COREIJR |
| 4.58% | 2.93% | $3,026.5万 | 20.4万股 | $1,556.6万 | 12.5万股 | +7.9万股+62.97% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.08% | 4.39% | $2,702.0万 | 50.0万股 | $2,332.1万 | 44.2万股 | +5.8万股+13.20% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.84% | 3.54% | $2,538.8万 | 32.6万股 | $1,882.4万 | 24.0万股 | +8.6万股+35.73% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.76% | 3.25% | $2,488.3万 | 52.1万股 | $1,729.1万 | 36.1万股 | +16.0万股+44.29% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 3.72% | 2.29% | $2,461.7万 | 63.5万股 | $1,219.4万 | 34.8万股 | +28.7万股+82.36% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.48% | 2.76% | $2,300.2万 | 29.1万股 | $1,467.1万 | 18.5万股 | +10.6万股+57.26% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.4% | 3.04% | $2,251.9万 | 26.3万股 | $1,617.3万 | 21.0万股 | +5.4万股+25.58% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.97% | 2.5% | $1,965.1万 | 40.7万股 | $1,328.4万 | 27.4万股 | +13.3万股+48.58% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.82% | 3.19% | $1,865.9万 | 22.7万股 | $1,694.1万 | 23.8万股 | -1.2万股-4.85% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 2.73% | 2.6% | $1,805.4万 | 51.5万股 | $1,383.0万 | 41.1万股 | +10.5万股+25.48% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.67% | 2.05% | $1,766.2万 | 43.5万股 | $1,089.9万 | 31.5万股 | +11.9万股+37.77% | 加仓 |
| IiShares安硕信托EMB |
| 2.44% | 2.06% | $1,616.8万 | 16.8万股 | $1,097.6万 | 11.7万股 | +5.1万股+43.48% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.35% | 1.92% | $1,556.5万 | 32.1万股 | $1,018.8万 | 21.2万股 | +10.9万股+51.58% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.14% | 2.7% | $1,412.9万 | 1.9万股 | $1,433.2万 | 2.2万股 | -3,117股-14.14% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.64% | 1.8% | $1,087.6万 | 24.5万股 | $955.3万 | 24.6万股 | -662股-0.27% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.56% | 1.79% | $1,030.4万 | 20.5万股 | $954.2万 | 19.1万股 | +1.4万股+7.38% | 加仓 |
 苹果AAPL |
| 1.54% | 1.6% | $1,016.0万 | 3.5万股 | $852.5万 | 3.4万股 | +1,520股+4.53% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.53% | 1.25% | $1,011.4万 | 9.8万股 | $665.1万 | 6.7万股 | +3.2万股+47.37% | 加仓 |
| V先锋领航指数基金VTV |
| 1.35% | 1.62% | $893.2万 | 4.1万股 | $861.3万 | 4.4万股 | -2,914股-6.64% | 减仓 |
 卡特彼勒CAT |
| 1.35% | 1.12% | $891.7万 | 8,373股 | $594.7万 | 8,395股 | -22股-0.26% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.12% | 1.41% | $744.1万 | 8.2万股 | $750.9万 | 9.3万股 | -1.2万股-12.42% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.99% | 0.96% | $657.0万 | 6.8万股 | $510.7万 | 5.8万股 | +1.1万股+18.33% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.91% | 1.08% | $599.1万 | 8股 | $574.5万 | 8股 | 00.00% | 持仓不变 |
| IISHARES TR NORTH AMERN NATIGE |
| 0.89% | 1.15% | $586.0万 | 10.4万股 | $610.2万 | 9.7万股 | +7,352股+7.58% | 加仓 |
| A美国世纪ETF信托EFV |
| 0.85% | 1.14% | $563.0万 | 7.3万股 | $605.4万 | 8.1万股 | -8,177股-10.11% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.84% | 0.95% | $556.9万 | 8.0万股 | $503.7万 | 8.1万股 | -978股-1.21% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.81% | 0.92% | $534.5万 | 6.5万股 | $488.5万 | 6.9万股 | -3,650股-5.30% | 减仓 |
 英伟达NVDA |
| 0.79% | 0.78% | $523.0万 | 2.6万股 | $416.6万 | 2.4万股 | +2,255股+9.44% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.76% | 1.04% | $505.9万 | 10.4万股 | $555.2万 | 12.0万股 | -1.6万股-13.01% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.74% | 0.79% | $490.6万 | 5.1万股 | $419.0万 | 5.2万股 | -1,155股-2.22% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.73% | 0.54% | $485.3万 | 10.8万股 | $289.6万 | 6.5万股 | +4.3万股+66.06% | 加仓 |
| V先锋领航指数基金VB |
| 0.73% | 0.91% | $484.6万 | 1.6万股 | $482.8万 | 1.8万股 | -2,446股-13.27% | 减仓 |
 艾伯维ABBV |
| 0.72% | 0.79% | $478.9万 | 1.9万股 | $420.4万 | 1.9万股 | -298股-1.54% | 减仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.7% | 0.8% | $464.6万 | 9.5万股 | $428.0万 | 7.4万股 | +2.0万股+27.29% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.63% | 0.73% | $418.0万 | 11.3万股 | $386.3万 | 11.4万股 | -259股-0.23% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.55% | 0.7% | $364.9万 | 5.4万股 | $370.9万 | 5.6万股 | -2,199股-3.89% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.55% | 0.87% | $362.5万 | 2.3万股 | $460.1万 | 3.2万股 | -8,068股-25.56% | 减仓 |
| IiShares安硕信托EEM |
| 0.55% | 0.61% | $362.1万 | 5.3万股 | $324.3万 | 5.7万股 | -4,179股-7.32% | 减仓 |
| V先锋领航·MIDVO |
| 0.53% | 0.89% | $353.6万 | 4.4万股 | $474.0万 | 1.7万股 | +2.7万股+165.94% | 加仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.51% | $312.9万 | 4,178股 | $270.0万 | 4,134股 | +44股+1.06% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.46% | 0.61% | $306.8万 | 3.7万股 | $323.8万 | 4.3万股 | -6,474股-15.02% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.45% | 0.56% | $295.3万 | 7.3万股 | $299.7万 | 8.8万股 | -1.5万股-17.03% | 减仓 |
 AVANTIS INTLNGG |
| 0.43% | 0.51% | $285.5万 | 3.2万股 | $273.1万 | 3.2万股 | -180股-0.56% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.4% | 0.51% | $266.5万 | 6.7万股 | $272.5万 | 7.6万股 | -8,916股-11.68% | 减仓 |
| IiShares安硕·COREIJH |
| 0.4% | 0.53% | $263.9万 | 3.4万股 | $279.7万 | 4.1万股 | -7,198股-17.38% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.38% | 0.5% | $253.2万 | 1.0万股 | $265.8万 | 1.2万股 | -1,817股-14.85% | 减仓 |
| S嘉信策略信托SCHD |
| 0.38% | 0.31% | $248.4万 | 7.8万股 | $164.8万 | 5.4万股 | +2.5万股+45.83% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.37% | 0.87% | $246.4万 | 4.9万股 | $462.7万 | 9.1万股 | -4.3万股-46.83% | 减仓 |
