| V先锋领航指数基金VTV |
| 13.21% | 12.95% | $2,277.9万 | 10.5万股 | $2,010.9万 | 10.2万股 | +2,032股+1.98% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 9.81% | 10.06% | $1,692.2万 | 41.0万股 | $1,561.5万 | 40.1万股 | +9,431股+2.35% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 7.1% | 7.07% | $1,224.9万 | 29.0万股 | $1,097.0万 | 26.0万股 | +3.0万股+11.69% | 加仓 |
| IiShares安硕信托IVV |
| 5.58% | 5.34% | $961.6万 | 1.3万股 | $829.7万 | 1.3万股 | +140股+1.10% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 5.02% | 4.75% | $866.5万 | 21.5万股 | $737.0万 | 21.8万股 | -2,162股-0.99% | 减仓 |
| IiShares安硕信托SGOV |
| 4.04% | 4.24% | $696.1万 | 6.9万股 | $658.7万 | 6.5万股 | +3,711股+5.67% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 4.03% | 4.28% | $694.4万 | 13.9万股 | $665.2万 | 13.4万股 | +5,888股+4.41% | 加仓 |
| AAvantis·U SAVUV |
| 4.02% | 4.1% | $692.7万 | 5.6万股 | $636.4万 | 5.8万股 | -2,086股-3.62% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 3.74% | 4.05% | $644.2万 | 12.8万股 | $628.3万 | 12.5万股 | +3,059股+2.45% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.39% | 3.79% | $584.0万 | 10.8万股 | $588.4万 | 11.1万股 | -3,361股-3.02% | 减仓 |
| IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI |
| 2.82% | 2.9% | $487.2万 | 9.6万股 | $449.7万 | 8.9万股 | +7,239股+8.12% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.51% | 2.38% | $432.0万 | 3.5万股 | $369.0万 | 8,654股 | +2.6万股+302.06% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.47% | 2.38% | $426.2万 | 5.2万股 | $370.3万 | 5.2万股 | -294股-0.56% | 减仓 |
| V先锋领航指数基金VBK |
| 2.33% | 2.2% | $401.6万 | 1.1万股 | $341.7万 | 1.1万股 | -322股-2.85% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.23% | 2.31% | $385.2万 | 3.7万股 | $359.1万 | 3.6万股 | +1,419股+3.95% | 加仓 |
 苹果AAPL |
| 1.98% | 1.91% | $342.3万 | 1.2万股 | $296.6万 | 1.2万股 | +143股+1.22% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.95% | 2.16% | $336.1万 | 9.1万股 | $335.8万 | 9.1万股 | -360股-0.39% | 减仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 1.9% | 1.65% | $327.5万 | 3.3万股 | $256.5万 | 2.6万股 | +6,672股+25.78% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.73% | 1.85% | $298.2万 | 4.4万股 | $287.1万 | 4.4万股 | +648股+1.48% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.3% | 1.21% | $224.3万 | 4.4万股 | $187.1万 | 3.8万股 | +6,832股+18.22% | 加仓 |
| B贝莱德·ETF TRUST IISHYM |
| 1.25% | 1.26% | $215.8万 | 9.6万股 | $196.1万 | 8.9万股 | +7,058股+7.92% | 加仓 |
| V先锋领航指数基金VUG |
| 1.24% | 1.18% | $214.2万 | 2.5万股 | $182.4万 | 4,177股 | +2.1万股+495.31% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.18% | 1.31% | $203.2万 | 2.6万股 | $203.0万 | 2.6万股 | +75股+0.29% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.01% | 1.04% | $173.4万 | 4.7万股 | $161.1万 | 4.7万股 | -373股-0.79% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.87% | 0.94% | $150.4万 | 3.2万股 | $145.7万 | 3.1万股 | +1,090股+3.52% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.84% | 0.85% | $144.2万 | 2.4万股 | $131.7万 | 2.4万股 | -216股-0.89% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.81% | 0.81% | $140.5万 | 1.5万股 | $125.8万 | 1.4万股 | +830股+5.84% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.77% | 0.79% | $132.1万 | 6,683股 | $121.9万 | 6,614股 | +69股+1.04% | 加仓 |
| V先锋领航指数基金VOT |
| 0.71% | 0.61% | $121.7万 | 3,973股 | $94.1万 | 3,655股 | +318股+8.70% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.7% | 0.82% | $120.0万 | 2.6万股 | $127.3万 | 2.8万股 | -2,124股-7.48% | 减仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.64% | 0.58% | $110.3万 | 2.2万股 | $90.6万 | 1.9万股 | +3,259股+17.26% | 加仓 |
| TTCW ETF TRUSTXB |
| 0.55% | 0.59% | $94.4万 | 2.4万股 | $91.4万 | 2.3万股 | +805股+3.46% | 加仓 |
| G通用动力VTI |
| 0.49% | 0.47% | $85.0万 | 2,296股 | $73.6万 | 2,295股 | +1股+0.04% | 加仓 |
 微软MSFT |
| 0.43% | 0.47% | $73.4万 | 1,967股 | $72.6万 | 1,962股 | +5股+0.25% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.41% | 0.46% | $70.8万 | 1.8万股 | $71.4万 | 2.0万股 | -2,145股-10.52% | 减仓 |
 谷歌AGOOGL |
| 0.4% | 0.37% | $69.2万 | 1,935股 | $57.0万 | 1,983股 | -48股-2.42% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.38% | 0.37% | $65.7万 | 880股 | $57.2万 | 880股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.35% | 0.34% | $59.9万 | 2,464股 | $53.5万 | 2,464股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.34% | 0.35% | $59.0万 | 5,778股 | $54.5万 | 5,265股 | +513股+9.74% | 加仓 |
 博通AVGO |
| 0.34% | 0.32% | $58.0万 | 1,536股 | $49.2万 | 1,589股 | -53股-3.34% | 减仓 |
 英伟达NVDA |
| 0.33% | 0.34% | $57.7万 | 2,885股 | $53.4万 | 3,060股 | -175股-5.72% | 减仓 |
 亚马逊AMZN |
| 0.31% | 0.28% | $53.1万 | 2,226股 | $43.4万 | 2,086股 | +140股+6.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.28% | $47.6万 | 952股 | $43.2万 | 902股 | +50股+5.54% | 加仓 |
 AMD超威AMD |
| 0.27% | — | $46.2万 | 795股 | $0 | 0股 | +795股 | 新买入 |
 摩根大通JPM |
| 0.26% | 0.27% | $45.2万 | 1,382股 | $42.0万 | 1,429股 | -47股-3.29% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.24% | 0.22% | $42.1万 | 1,402股 | $34.7万 | 1,401股 | +1股+0.07% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.24% | 0.25% | $42.1万 | 4,052股 | $39.2万 | 4,036股 | +16股+0.40% | 加仓 |
| IiShares安硕信托CMF |
| 0.23% | 0.24% | $40.0万 | 6,940股 | $36.8万 | 6,475股 | +465股+7.18% | 加仓 |
 埃克森美孚XOM |
| 0.23% | 0.31% | $39.5万 | 2,890股 | $48.3万 | 2,846股 | +44股+1.55% | 加仓 |
| XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF |
| 0.21% | 0.24% | $36.9万 | 1.1万股 | $37.3万 | 1.2万股 | -40股-0.35% | 减仓 |
