| IiShares安硕信托ITOT |
| 18% | 17.03% | $5,383.7万 | 32.8万股 | $4,524.6万 | 31.8万股 | +1.0万股+3.17% | 加仓 |
| AAvantis·U SAVUV |
| 13% | 12.73% | $3,888.6万 | 31.2万股 | $3,382.2万 | 30.6万股 | +5,523股+1.80% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 9.79% | 10.43% | $2,928.2万 | 49.6万股 | $2,771.5万 | 46.5万股 | +3.1万股+6.68% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 8.7% | 9.38% | $2,603.3万 | 25.3万股 | $2,491.5万 | 25.0万股 | +3,124股+1.25% | 加仓 |
| IiShares安硕信托IDEV |
| 8.6% | 8.72% | $2,572.4万 | 28.9万股 | $2,317.4万 | 27.7万股 | +1.2万股+4.22% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.31% | 5.97% | $1,887.8万 | 46.5万股 | $1,585.0万 | 45.9万股 | +5,751股+1.25% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 5.22% | 5.59% | $1,561.6万 | 32.7万股 | $1,484.8万 | 31.0万股 | +1.7万股+5.46% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.68% | 3.94% | $1,099.6万 | 21.9万股 | $1,046.1万 | 20.9万股 | +9,493股+4.53% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.92% | 2.86% | $873.9万 | 10.7万股 | $759.6万 | 10.7万股 | -461股-0.43% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 2.83% | 3.18% | $847.7万 | 15.7万股 | $845.0万 | 16.0万股 | -3,187股-1.99% | 减仓 |
| DDimensional维度·USDFUV |
| 2.58% | 2.61% | $772.7万 | 14.0万股 | $692.7万 | 14.3万股 | -2,495股-1.75% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.81% | 1.77% | $540.6万 | 6.6万股 | $469.0万 | 6.6万股 | -292股-0.44% | 减仓 |
 苹果AAPL |
| 1.27% | 1.25% | $381.2万 | 1.3万股 | $331.7万 | 1.3万股 | +103股+0.79% | 加仓 |
 CATHAY GEN BANCORPCATY |
| 1.05% | 0.95% | $312.9万 | 5.0万股 | $251.7万 | 5.0万股 | +1股+0.00% | 加仓 |
| CCARVANA CL ACVNA |
| 0.99% | 0.44% | $296.1万 | 4.5万股 | $117.3万 | 3,732股 | +4.1万股+1,105.60% | 加仓 |
| WWisdomTree信托DLN |
| 0.71% | 0.75% | $212.2万 | 2.2万股 | $200.4万 | 2.2万股 | -401股-1.79% | 减仓 |
 英伟达NVDA |
| 0.69% | 0.65% | $205.4万 | 1.0万股 | $171.8万 | 9,849股 | +418股+4.24% | 加仓 |
| IiShares安硕信托SUSB |
| 0.6% | 0.77% | $178.1万 | 7.1万股 | $203.9万 | 8.1万股 | -1.0万股-12.43% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.52% | 0.52% | $155.2万 | 2.2万股 | $138.0万 | 2.2万股 | +103股+0.47% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.48% | 0.53% | $143.1万 | 1.8万股 | $139.9万 | 1.8万股 | +529股+2.97% | 加仓 |
 亚马逊AMZN |
| 0.46% | 0.45% | $136.5万 | 5,727股 | $118.3万 | 5,682股 | +45股+0.79% | 加仓 |
| S嘉信·USSCHX |
| 0.44% | 0.43% | $131.7万 | 4.5万股 | $114.7万 | 4.5万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.4% | 0.39% | $121.0万 | 1.5万股 | $102.6万 | 1.5万股 | -111股-0.75% | 减仓 |
| WWISDOMTREE INTERNATIONALEQUITY FUNDDWM |
| 0.38% | 0.41% | $112.8万 | 1.5万股 | $109.4万 | 1.6万股 | -243股-1.55% | 减仓 |
| IiShares安硕信托IVV |
| 0.38% | 0.37% | $112.3万 | 1,499股 | $97.7万 | 1,496股 | +3股+0.20% | 加仓 |
 微软MSFT |
| 0.37% | 0.39% | $111.9万 | 2,999股 | $104.5万 | 2,822股 | +177股+6.27% | 加仓 |
| IiShares安硕·COREIJR |
| 0.36% | 0.34% | $106.7万 | 7,196股 | $89.5万 | 7,196股 | 00.00% | 持仓不变 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.31% | 0.31% | $92.0万 | 2.3万股 | $81.5万 | 2.3万股 | -52股-0.23% | 减仓 |
 联合包裹UPSUPS |
| 0.31% | 0.31% | $91.4万 | 8,504股 | $83.5万 | 8,483股 | +21股+0.25% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.3% | 0.34% | $89.9万 | 1.2万股 | $90.2万 | 1.2万股 | +34股+0.29% | 加仓 |
 卡特彼勒CAT |
| 0.27% | 0.2% | $81.0万 | 761股 | $53.4万 | 754股 | +7股+0.93% | 加仓 |
 谷歌AGOOGL |
| 0.27% | 0.23% | $80.6万 | 2,255股 | $61.3万 | 2,132股 | +123股+5.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.23% | $77.2万 | 2,184股 | $61.2万 | 2,133股 | +51股+2.39% | 加仓 |
| V先锋领航指数基金VOO |
| 0.23% | 0.19% | $69.5万 | 944股 | $50.5万 | 874股 | +70股+8.01% | 加仓 |
 摩根大通JPM |
| 0.23% | 0.23% | $68.5万 | 2,090股 | $60.7万 | 2,062股 | +28股+1.36% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 0.23% | 0.26% | $68.3万 | 8,039股 | $68.6万 | 9,432股 | -1,393股-14.77% | 减仓 |
| IiShares安硕信托IEFA |
| 0.23% | 0.24% | $67.9万 | 7,035股 | $63.7万 | 7,035股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.22% | 0.2% | $67.0万 | 1,773股 | $53.0万 | 1,712股 | +61股+3.56% | 加仓 |
 特斯拉TSLA |
| 0.22% | 0.21% | $65.9万 | 1,567股 | $55.7万 | 1,499股 | +68股+4.54% | 加仓 |
 迪士尼DIS |
| 0.22% | 0.25% | $65.0万 | 6,748股 | $65.5万 | 6,797股 | -49股-0.72% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.22% | 0.2% | $64.7万 | 2,154股 | $54.0万 | 2,177股 | -23股-1.06% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.22% | 0.25% | $64.4万 | 3,863股 | $67.6万 | 3,896股 | -33股-0.85% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.23% | $62.9万 | 1,258股 | $61.8万 | 1,290股 | -32股-2.48% | 减仓 |
| WWisdomTree信托DGRW |
| 0.18% | 0.19% | $55.2万 | 5,772股 | $51.2万 | 5,831股 | -59股-1.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.18% | $55.0万 | 737股 | $47.9万 | 737股 | 00.00% | 持仓不变 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 0.17% | 0.24% | $52.0万 | 5,501股 | $64.4万 | 8,050股 | -2,549股-31.66% | 减仓 |
 Meta平台META |
| 0.17% | 0.21% | $49.4万 | 877股 | $55.3万 | 966股 | -89股-9.21% | 减仓 |
 美光科技MU |
| 0.15% | — | $44.7万 | 387股 | $0 | 0股 | +387股 | 新买入 |
 阿斯利康AZN |
| 0.15% | 0.17% | $44.6万 | 2,351股 | $46.4万 | 2,352股 | -1股-0.04% | 减仓 |
| S嘉信·USSCHP |
| 0.14% | 0.15% | $40.7万 | 1.5万股 | $38.8万 | 1.5万股 | +790股+5.42% | 加仓 |
