| SSPDR道富系列信托XNTK |
| 15.67% | 1.23% | $7,086.8万 | 18.1万股 | $464.4万 | 18.1万股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIB |
| 15.46% | 18.59% | $6,991.0万 | 208.4万股 | $6,991.0万 | 208.4万股 | 00.00% | 持仓不变 |
| AAVANTIS US SMALL CAP VALUE ETFAVDV |
| 7.42% | 9.01% | $3,357.5万 | 30.4万股 | $3,388.4万 | 30.8万股 | -3,837股-1.25% | 减仓 |
| DDIMENSIONAL INTERNATIONAL VALUE ETFDFIV |
| 5.97% | 7.18% | $2,701.2万 | 51.2万股 | $2,701.2万 | 51.2万股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 5.19% | 6.24% | $2,347.2万 | 30.7万股 | $2,347.2万 | 30.7万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 5.17% | 6.21% | $2,335.9万 | 29.0万股 | $2,335.9万 | 29.0万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL U.S. SMALL CAP ETFDFAS |
| 4.54% | 5.46% | $2,053.2万 | 28.9万股 | $2,053.2万 | 28.9万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS |
| 4.5% | 5.41% | $2,035.5万 | 28.7万股 | $2,035.5万 | 28.7万股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.94% | 4.73% | $1,780.5万 | 17.8万股 | $1,780.5万 | 17.8万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT |
| 3.84% | 4.62% | $1,736.8万 | 27.8万股 | $1,736.8万 | 27.8万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL US MARKETWIDE VALUE ETFDFUV |
| 3.79% | 4.56% | $1,716.0万 | 35.4万股 | $1,716.0万 | 35.4万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL WORLD EQUITYETF |
| 3.42% | 4.12% | $1,548.8万 | 21.0万股 | $1,548.8万 | 21.0万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 2.6% | 0.79% | $1,175.1万 | 9.9万股 | $296.9万 | 9.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.9% | 2.29% | $860.7万 | 1.3万股 | $860.7万 | 1.3万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.69% | 2.03% | $763.0万 | 22.5万股 | $763.0万 | 22.5万股 | 00.00% | 持仓不变 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 1.65% | 1.98% | $745.1万 | 9.4万股 | $745.1万 | 9.4万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL GLOBAL REAL ESTATE ETFDFGR |
| 1.49% | 1.79% | $673.0万 | 25.3万股 | $673.0万 | 25.3万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL INTERNATIONAL SMALL CAP ETFDFIS |
| 1.21% | 1.45% | $545.3万 | 16.2万股 | $545.3万 | 16.2万股 | 00.00% | 持仓不变 |
| DDIMENSIONAL US SMALL CAPVALUE ETF |
| 1.01% | 1.22% | $458.4万 | 13.1万股 | $458.4万 | 13.1万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.98% | 1.18% | $443.9万 | 5.4万股 | $443.9万 | 5.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.69% | 0.83% | $312.2万 | 6,516股 | $312.2万 | 6,516股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.58% | 0.31% | $260.5万 | 2.4万股 | $117.7万 | 2.4万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托EFV |
| 0.56% | 0.67% | $252.2万 | 3.4万股 | $252.2万 | 3.4万股 | 00.00% | 持仓不变 |
| MMADISON CNTY FINL INC |
| 0.54% | 0.65% | $245.7万 | 8.2万股 | $245.7万 | 8.2万股 | 00.00% | 持仓不变 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 0.52% | 0.63% | $236.7万 | 5.1万股 | $236.7万 | 5.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.5% | 0.61% | $227.9万 | 1.2万股 | $227.9万 | 1.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.48% | 0.57% | $215.4万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| DDIMENSIONAL US LARGE CAPVALUE ETF |
| 0.44% | 0.53% | $199.5万 | 5.6万股 | $199.5万 | 5.6万股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 0.43% | 0.51% | $193.0万 | 1.1万股 | $193.0万 | 1.1万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.35% | 0.66% | $158.9万 | 1.8万股 | $249.8万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.32% | 0.38% | $144.8万 | 1.9万股 | $144.8万 | 1.9万股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR GLOBAL DOW ETFDGT |
| 0.29% | 0.11% | $130.5万 | 7,054股 | $39.9万 | 7,054股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.27% | 0.32% | $119.9万 | 4,722股 | $119.9万 | 4,722股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.23% | 0.27% | $102.7万 | 4,231股 | $102.7万 | 4,231股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.21% | 0.25% | $95.6万 | 2,582股 | $95.6万 | 2,582股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.21% | 0.25% | $94.3万 | 1,331股 | $94.3万 | 1,331股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.2% | 0.24% | $90.5万 | 9,565股 | $90.5万 | 9,565股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.18% | 0.22% | $83.4万 | 4,003股 | $83.4万 | 4,003股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.13% | 0.16% | $58.8万 | 4,017股 | $58.8万 | 4,017股 | 00.00% | 持仓不变 |
| DDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFDISV |
| 0.13% | 0.15% | $57.6万 | 1.5万股 | $57.6万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.12% | 0.15% | $54.7万 | 2,520股 | $54.7万 | 2,520股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 0.12% | 0.14% | $54.4万 | 4,889股 | $54.4万 | 4,889股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.12% | 0.14% | $52.1万 | 1,676股 | $52.1万 | 1,676股 | 00.00% | 持仓不变 |
| SSTATE STREET IG PUBLIC &PRIVATE CREDIT ETFPRIV |
| 0.11% | 0.13% | $48.5万 | 1.9万股 | $48.5万 | 1.9万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.09% | 0.11% | $40.9万 | 676股 | $40.9万 | 676股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.08% | 0.1% | $36.9万 | 1,948股 | $36.9万 | 1,948股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.07% | 0.09% | $33.8万 | 1,753股 | $33.8万 | 1,753股 | 00.00% | 持仓不变 |
| DDIMENSIONAL EMERGING MARKETS VALUE ETFDFEV |
| 0.07% | 0.09% | $32.0万 | 8,938股 | $32.0万 | 8,938股 | 00.00% | 持仓不变 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.07% | 0.08% | $31.7万 | 5,378股 | $31.7万 | 5,378股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.06% | 0.07% | $27.8万 | 3,491股 | $27.8万 | 3,491股 | 00.00% | 持仓不变 |
