| G通用动力VTI |
| 9.84% | 9.64% | $1,579.3万 | 4.3万股 | $1,371.3万 | 4.3万股 | -66股-0.15% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 8.74% | 8.14% | $1,403.3万 | 36.2万股 | $1,158.3万 | 33.1万股 | +3.1万股+9.44% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.17% | 8.35% | $1,312.2万 | 18.4万股 | $1,188.0万 | 18.5万股 | -1,221股-0.66% | 减仓 |
| A美国世纪ETF信托AVEM |
| 5.49% | 4.89% | $882.2万 | 9.1万股 | $695.5万 | 8.6万股 | +5,110股+5.92% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 4.39% | 4.7% | $704.3万 | 13.4万股 | $667.8万 | 12.8万股 | +5,928股+4.63% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.86% | 4.12% | $619.8万 | 6.0万股 | $586.6万 | 5.9万股 | +1,403股+2.39% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.74% | 3.49% | $599.7万 | 7.3万股 | $496.3万 | 7.0万股 | +3,202股+4.58% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.47% | 3.34% | $557.0万 | 13.7万股 | $475.0万 | 13.7万股 | -422股-0.31% | 减仓 |
| DDimensional维度ETF信托DISV |
| 3.35% | 3.68% | $537.7万 | 13.4万股 | $523.4万 | 13.3万股 | +1,297股+0.98% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.89% | 2.84% | $463.8万 | 5.6万股 | $404.7万 | 4.9万股 | +7,216股+14.76% | 加仓 |
| IiShares安硕信托GVI |
| 2.86% | 3.19% | $459.3万 | 4.3万股 | $453.4万 | 4.3万股 | -37股-0.09% | 减仓 |
| AAvantis·U SAVUV |
| 2.78% | 2.73% | $446.9万 | 3.6万股 | $388.5万 | 3.5万股 | +649股+1.85% | 加仓 |
| S道富SPTI |
| 2.78% | 2.75% | $446.7万 | 15.7万股 | $391.7万 | 13.7万股 | +2.1万股+15.12% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.61% | 2.7% | $418.5万 | 11.2万股 | $383.5万 | 10.8万股 | +4,391股+4.07% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.31% | 2.49% | $370.6万 | 7.7万股 | $354.2万 | 7.4万股 | +2,819股+3.82% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.11% | 2.2% | $338.3万 | 4.3万股 | $312.3万 | 3.9万股 | +3,413股+8.66% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.02% | 2.15% | $324.4万 | 6.5万股 | $306.3万 | 6.1万股 | +3,250股+5.30% | 加仓 |
 苹果AAPL |
| 1.9% | 2.06% | $304.9万 | 1.1万股 | $293.5万 | 1.2万股 | -1,025股-8.86% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.84% | 1.78% | $294.6万 | 4.2万股 | $253.6万 | 4.1万股 | +1,538股+3.79% | 加仓 |
| IiShares安硕信托IWV |
| 1.8% | 1.69% | $288.4万 | 6,764股 | $240.3万 | 6,482股 | +282股+4.35% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.55% | 1.59% | $249.6万 | 8.6万股 | $226.1万 | 8.5万股 | +1,097股+1.29% | 加仓 |
| IiShares安硕信托GVI |
| 1.55% | 1.61% | $248.9万 | 2.3万股 | $229.6万 | 2.2万股 | +1,816股+8.42% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.35% | 1.4% | $216.5万 | 3.6万股 | $199.5万 | 3.7万股 | -648股-1.76% | 减仓 |
 AVANTIS INTLNGG |
| 1.2% | 1.16% | $193.3万 | 2.2万股 | $165.0万 | 1.9万股 | +2,220股+11.42% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.18% | 1.06% | $188.8万 | 1.5万股 | $150.4万 | 1.4万股 | +1,217股+9.00% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.01% | 0.99% | $162.3万 | 1.5万股 | $141.1万 | 1.5万股 | -39股-0.26% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.98% | 1.01% | $156.8万 | 3.5万股 | $143.9万 | 3.7万股 | -1,689股-4.56% | 减仓 |
 微软MSFT |
| 0.86% | 0.95% | $137.8万 | 3,693股 | $135.5万 | 3,660股 | +33股+0.90% | 加仓 |
| S嘉信策略信托SCHF |
| 0.85% | 0.84% | $136.9万 | 4.9万股 | $119.0万 | 4.8万股 | +1,338股+2.78% | 加仓 |
 亚马逊AMZN |
| 0.83% | 0.83% | $133.3万 | 5,593股 | $118.5万 | 5,688股 | -95股-1.67% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.68% | 0.75% | $108.5万 | 2.0万股 | $106.0万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.57% | 0.56% | $91.8万 | 1,226股 | $80.1万 | 1,226股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.53% | $87.4万 | 1,170股 | $76.1万 | 1,170股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVRE |
| 0.52% | 0.53% | $83.5万 | 1.8万股 | $75.2万 | 1.7万股 | +538股+3.15% | 加仓 |
| IiShares安硕信托STIP |
| 0.51% | 0.57% | $82.4万 | 8,061股 | $80.6万 | 7,789股 | +272股+3.49% | 加仓 |
| S嘉信策略信托SCHE |
| 0.5% | 0.52% | $80.8万 | 2.2万股 | $73.6万 | 2.2万股 | -51股-0.23% | 减仓 |
| V先锋领航指数基金VOO |
| 0.46% | 0.37% | $73.6万 | 999股 | $52.5万 | 909股 | +90股+9.90% | 加仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.46% | 0.4% | $73.5万 | 4,160股 | $56.3万 | 4,160股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.46% | 0.46% | $73.3万 | 3,018股 | $65.6万 | 3,018股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.44% | 0.43% | $70.1万 | 1,713股 | $61.1万 | 1,713股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.42% | 0.46% | $67.9万 | 1.3万股 | $65.0万 | 1.2万股 | +598股+4.84% | 加仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 0.32% | 0.44% | $51.5万 | 1.3万股 | $62.2万 | 1.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.32% | 0.32% | $51.5万 | 9,363股 | $45.4万 | 9,363股 | 00.00% | 持仓不变 |
| IiShares安硕信托REET |
| 0.3% | 0.29% | $48.9万 | 1.8万股 | $41.0万 | 1.6万股 | +1,416股+8.69% | 加仓 |
 MCKESSON COMMCK |
| 0.29% | 0.48% | $46.1万 | 610股 | $68.4万 | 790股 | -180股-22.78% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.28% | 0.32% | $45.2万 | 1.9万股 | $45.5万 | 1.9万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SHM |
| 0.27% | 0.3% | $43.4万 | 9,056股 | $43.3万 | 9,056股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.26% | 0.23% | $41.7万 | 992股 | $32.8万 | 882股 | +110股+12.47% | 加仓 |
 AMD超威AMD |
| 0.26% | — | $41.4万 | 712股 | $0 | 0股 | +712股 | 新买入 |
 英伟达NVDA |
| 0.25% | 0.24% | $40.5万 | 2,026股 | $33.6万 | 1,926股 | +100股+5.19% | 加仓 |
