| A美国世纪ETF信托AVUS |
| 13.83% | 13.65% | $2,883.4万 | 22.5万股 | $2,484.3万 | 22.3万股 | +1,671股+0.75% | 加仓 |
 AVANTIS INTLNGG |
| 12.78% | 13.79% | $2,663.9万 | 29.9万股 | $2,510.5万 | 29.6万股 | +2,733股+0.92% | 加仓 |
| IiShares安硕信托IVV |
| 10.4% | 10.54% | $2,168.5万 | 2.9万股 | $1,918.3万 | 2.9万股 | -411股-1.40% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.13% | 8.84% | $1,695.7万 | 41.1万股 | $1,609.1万 | 41.3万股 | -1,932股-0.47% | 减仓 |
| A美国世纪ETF信托AVEM |
| 5.87% | 5.58% | $1,223.1万 | 12.7万股 | $1,015.8万 | 12.6万股 | +697股+0.55% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 5.53% | 5.58% | $1,153.4万 | 22.3万股 | $1,015.7万 | 22.5万股 | -1,970股-0.88% | 减仓 |
| AAvantis·U SAVUV |
| 4.72% | 4.72% | $984.8万 | 7.9万股 | $858.7万 | 7.8万股 | +1,206股+1.55% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 3.67% | 3.98% | $765.9万 | 11.3万股 | $724.5万 | 11.3万股 | -29股-0.03% | 减仓 |
| V先锋领航·TOTALBND |
| 3.19% | 3.48% | $665.0万 | 9.1万股 | $634.3万 | 8.6万股 | +4,464股+5.18% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.19% | 3.48% | $664.8万 | 6.5万股 | $633.9万 | 6.3万股 | +1,031股+1.62% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.06% | 2.69% | $638.0万 | 24.1万股 | $489.4万 | 18.7万股 | +5.4万股+28.79% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.87% | 2.85% | $598.1万 | 7.3万股 | $518.5万 | 7.3万股 | -123股-0.17% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.58% | 1.64% | $330.0万 | 8.5万股 | $298.9万 | 8.5万股 | -237股-0.28% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.26% | 1.22% | $261.9万 | 6.5万股 | $222.1万 | 6.6万股 | -454股-0.69% | 减仓 |
 苹果AAPL |
| 1.03% | 0.76% | $215.0万 | 7,431股 | $137.5万 | 5,416股 | +2,015股+37.20% | 加仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.87% | 0.91% | $182.2万 | 6.4万股 | $164.9万 | 6.3万股 | +1,451股+2.31% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.83% | 0.96% | $173.6万 | 1.7万股 | $173.8万 | 1.7万股 | -199股-1.14% | 减仓 |
| V先锋领航指数基金VB |
| 0.77% | 0.76% | $160.5万 | 5,294股 | $138.7万 | 5,294股 | 00.00% | 持仓不变 |
 AMER STATES WTRAWR |
| 0.76% | 0.74% | $158.5万 | 1.9万股 | $135.2万 | 1.8万股 | +1,484股+8.36% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.71% | 0.64% | $149.0万 | 2.8万股 | $116.5万 | 2.2万股 | +6,018股+26.97% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.71% | 0.81% | $149.0万 | 2.9万股 | $147.9万 | 3.0万股 | -200股-0.67% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.65% | $142.4万 | 1,907股 | $118.2万 | 1,818股 | +89股+4.90% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.63% | 0.65% | $131.3万 | 1.7万股 | $118.2万 | 1.6万股 | +1,454股+9.24% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.61% | 0.63% | $127.3万 | 1.5万股 | $114.2万 | 1.5万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.54% | 0.54% | $111.9万 | 3,024股 | $97.5万 | 3,040股 | -16股-0.53% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.53% | 0.52% | $110.5万 | 8,896股 | $94.8万 | 2,224股 | +6,672股+300.00% | 加仓 |
| V先锋领航指数基金VTV |
| 0.53% | 0.57% | $110.2万 | 5,055股 | $103.7万 | 5,284股 | -229股-4.33% | 减仓 |
| IiShares安硕信托GVI |
| 0.52% | 0.64% | $108.5万 | 1.0万股 | $117.1万 | 1.1万股 | -943股-8.55% | 减仓 |
| I景顺QQQ信托VOO |
| 0.48% | 0.42% | $100.7万 | 1,367股 | $77.0万 | 1,335股 | +32股+2.40% | 加仓 |
| IiShares安硕信托AGG |
| 0.47% | 0.53% | $97.3万 | 9,825股 | $97.3万 | 9,806股 | +19股+0.19% | 加仓 |
| DDimensional维度·USDFUV |
| 0.45% | 0.46% | $94.4万 | 1.7万股 | $83.1万 | 1.7万股 | 00.00% | 持仓不变 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.43% | 0.49% | $89.9万 | 1.8万股 | $89.8万 | 1.8万股 | +16股+0.09% | 加仓 |
 微软MSFT |
| 0.39% | 0.42% | $80.4万 | 2,156股 | $76.3万 | 2,062股 | +94股+4.56% | 加仓 |
 英伟达NVDA |
| 0.38% | 0.36% | $80.1万 | 4,005股 | $65.1万 | 3,731股 | +274股+7.34% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.38% | 0.39% | $79.1万 | 1.1万股 | $71.2万 | 1.1万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.38% | 0.5% | $79.0万 | 2,923股 | $90.8万 | 2,923股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托IALT |
| 0.38% | — | $78.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.37% | 0.36% | $76.6万 | 1,115股 | $66.4万 | 1,111股 | +4股+0.36% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.33% | 0.37% | $67.9万 | 7,944股 | $67.4万 | 8,745股 | -801股-9.16% | 减仓 |
| A美国世纪ETF信托AVSU |
| 0.32% | 0.35% | $67.3万 | 7,608股 | $63.8万 | 8,635股 | -1,027股-11.89% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.32% | 0.36% | $67.0万 | 1.2万股 | $65.0万 | 1.2万股 | +87股+0.71% | 加仓 |
| AASTERA LABSALAB |
| 0.32% | — | $65.9万 | 1,364股 | $0 | 0股 | +1,364股 | 新买入 |
| V先锋领航指数基金VNQ |
| 0.31% | 0.29% | $65.1万 | 6,756股 | $53.5万 | 6,028股 | +728股+12.08% | 加仓 |
 礼来LLY |
| 0.29% | 0.22% | $60.5万 | 504股 | $40.9万 | 445股 | +59股+13.26% | 加仓 |
| IiShares安硕信托IVW |
| 0.29% | 0.27% | $59.5万 | 4,325股 | $48.9万 | 4,325股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.27% | 0.27% | $56.4万 | 1.3万股 | $49.4万 | 1.3万股 | +11股+0.09% | 加仓 |
 谷歌AGOOGL |
| 0.26% | 0.15% | $53.5万 | 1,496股 | $27.2万 | 946股 | +550股+58.14% | 加仓 |
 美光科技MU |
| 0.24% | — | $50.0万 | 433股 | $0 | 0股 | +433股 | 新买入 |
 亚马逊AMZN |
| 0.23% | 0.15% | $48.4万 | 2,029股 | $26.4万 | 1,268股 | +761股+60.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.18% | $47.6万 | 952股 | $33.3万 | 694股 | +258股+37.18% | 加仓 |
