| G通用动力VTI |
| 14.03% | 13.47% | $2,143.5万 | 5.8万股 | $1,797.5万 | 5.6万股 | +1,895股+3.38% | 加仓 |
| A美国世纪ETF信托AVUS |
| 13.64% | 13.13% | $2,084.4万 | 16.3万股 | $1,752.2万 | 15.8万股 | +5,140股+3.26% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.57% | 8.5% | $1,309.0万 | 18.4万股 | $1,133.9万 | 17.7万股 | +6,760股+3.82% | 加仓 |
 AVANTIS INTLNGG |
| 7.05% | 7.36% | $1,077.4万 | 12.1万股 | $981.5万 | 11.6万股 | +5,095股+4.40% | 加仓 |
| AAvantis·U SAVUV |
| 6.76% | 6.73% | $1,033.5万 | 8.3万股 | $898.2万 | 8.1万股 | +1,535股+1.89% | 加仓 |
| A美国世纪ETF信托AVEM |
| 5.1% | 4.76% | $778.8万 | 8.1万股 | $634.6万 | 7.9万股 | +1,965股+2.50% | 加仓 |
| FFLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDTILT |
| 4.43% | 4.43% | $676.6万 | 2.5万股 | $591.5万 | 2.5万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 3.93% | 4.44% | $600.9万 | 4.1万股 | $591.9万 | 4.1万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 3.64% | 3.67% | $556.5万 | 10.1万股 | $490.2万 | 10.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.34% | 3.36% | $510.6万 | 1.8万股 | $447.9万 | 1.8万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 1.92% | 1.46% | $293.6万 | 2,757股 | $195.3万 | 2,757股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.68% | 2.05% | $257.1万 | 2,748股 | $273.8万 | 2,748股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.67% | 1.65% | $254.7万 | 3.1万股 | $220.0万 | 3.1万股 | +3股+0.01% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.57% | 1.76% | $240.0万 | 4.4万股 | $234.5万 | 4.4万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 1.51% | 1.4% | $230.9万 | 1.2万股 | $186.5万 | 1.4万股 | -1,986股-13.72% | 减仓 |
 迪尔DE |
| 1.31% | 1.33% | $200.4万 | 3,160股 | $178.0万 | 3,160股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.29% | 1.29% | $197.9万 | 2,650股 | $172.3万 | 2,650股 | 00.00% | 持仓不变 |
| FFLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUNDTLTE |
| 1.24% | 1.23% | $188.9万 | 2.4万股 | $164.0万 | 2.4万股 | 00.00% | 持仓不变 |
| FFLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUNDTLTD |
| 0.84% | 0.95% | $129.0万 | 1.3万股 | $126.2万 | 1.3万股 | -282股-2.10% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 0.85% | $126.8万 | 2.1万股 | $113.9万 | 2.1万股 | +175股+0.83% | 加仓 |
 谷歌AGOOGL |
| 0.77% | 0.71% | $117.0万 | 3,274股 | $94.1万 | 3,274股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.76% | 0.79% | $116.4万 | 4,918股 | $105.8万 | 4,918股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.7% | 0.7% | $107.6万 | 4,514股 | $93.9万 | 4,510股 | +4股+0.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.59% | $106.8万 | 3,022股 | $79.4万 | 2,767股 | +255股+9.22% | 加仓 |
 强生JNJ |
| 0.66% | 0.73% | $100.8万 | 3,969股 | $97.2万 | 3,978股 | -9股-0.23% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.64% | 0.64% | $97.3万 | 4,434股 | $85.0万 | 4,434股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.61% | 0.63% | $93.1万 | 1.1万股 | $83.5万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.6% | 0.64% | $91.1万 | 8,765股 | $85.1万 | 8,765股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.59% | 0.66% | $90.7万 | 5,804股 | $87.9万 | 5,804股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.59% | 0.45% | $90.1万 | 7,671股 | $59.5万 | 7,671股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.48% | $67.4万 | 1,347股 | $64.5万 | 1,347股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.41% | 0.46% | $62.4万 | 5,300股 | $60.9万 | 5,300股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.4% | 0.45% | $60.8万 | 1,631股 | $60.4万 | 1,631股 | 00.00% | 持仓不变 |
| IiShares安硕信托CMF |
| 0.39% | 0.45% | $60.2万 | 1.0万股 | $59.4万 | 1.0万股 | 00.00% | 持仓不变 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.39% | 0.5% | $59.7万 | 1.2万股 | $66.8万 | 1.2万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.37% | 0.44% | $57.1万 | 3,010股 | $58.1万 | 3,010股 | 00.00% | 持仓不变 |
| FFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDTDTT |
| 0.35% | 0.45% | $53.7万 | 2.2万股 | $59.6万 | 2.5万股 | -2,151股-8.74% | 减仓 |
 嘉信理财SCHW |
| 0.31% | 0.37% | $48.0万 | 5,200股 | $48.9万 | 5,200股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.31% | 0.17% | $47.2万 | 653股 | $22.2万 | 650股 | +3股+0.46% | 加仓 |
| IiShares安硕信托EEM |
| 0.3% | 0.28% | $45.7万 | 6,675股 | $37.9万 | 6,675股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.28% | 0.29% | $42.5万 | 1,950股 | $38.3万 | 1,950股 | 00.00% | 持仓不变 |
 德文能源DVN |
| 0.28% | 0.38% | $42.1万 | 1.0万股 | $51.3万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.27% | 0.28% | $41.9万 | 5,196股 | $37.3万 | 1,299股 | +3,897股+300.00% | 加仓 |
 ALTRIAMO |
| 0.26% | 0.31% | $40.4万 | 5,617股 | $40.9万 | 6,197股 | -580股-9.36% | 减仓 |
 艾伯维ABBV |
| 0.26% | 0.26% | $39.6万 | 1,575股 | $34.8万 | 1,600股 | -25股-1.56% | 减仓 |
| FFiservFISV |
| 0.25% | 0.33% | $38.3万 | 7,815股 | $43.6万 | 7,815股 | 00.00% | 持仓不变 |
 REALTY INCOME COMO |
| 0.24% | 0.28% | $37.2万 | 6,000股 | $36.7万 | 6,000股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.24% | 0.2% | $36.7万 | 769股 | $26.4万 | 780股 | -11股-1.41% | 减仓 |
 百时美施贵宝BMY |
| 0.23% | 0.27% | $34.6万 | 6,000股 | $36.4万 | 6,000股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.23% | 0.28% | $34.5万 | 3,044股 | $37.8万 | 3,044股 | 00.00% | 持仓不变 |
