| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 16.97% | 16.65% | $6.04亿 | 737.2万股 | $5.31亿 | 748.7万股 | -11.5万股-1.54% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 11.06% | 12.12% | $3.93亿 | 667.1万股 | $3.87亿 | 649.2万股 | +17.9万股+2.76% | 加仓 |
| A美国世纪ETF信托AVUS |
| 8.56% | 8.15% | $3.05亿 | 237.8万股 | $2.60亿 | 233.8万股 | +3.9万股+1.68% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 6.29% | 6.52% | $2.24亿 | 410.8万股 | $2.08亿 | 385.1万股 | +25.7万股+6.68% | 加仓 |
 AVANTIS INTLNGG |
| 5.04% | 5.21% | $1.79亿 | 200.8万股 | $1.66亿 | 195.8万股 | +5.1万股+2.58% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.55% | 3.53% | $1.26亿 | 339.1万股 | $1.13亿 | 316.9万股 | +22.3万股+7.03% | 加仓 |
| A美国世纪ETF信托AVSU |
| 3.25% | 3% | $1.16亿 | 130.5万股 | $9,559.2万 | 129.3万股 | +1.3万股+0.97% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.15% | 2.93% | $1.12亿 | 116.1万股 | $9,350.4万 | 116.1万股 | +483股+0.04% | 加仓 |
| DDimensional维度·USDFUV |
| 3.09% | 3.07% | $1.10亿 | 199.9万股 | $9,788.9万 | 202.1万股 | -2.2万股-1.08% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 2.97% | 2.6% | $1.06亿 | 204.4万股 | $8,293.8万 | 183.9万股 | +20.5万股+11.16% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.95% | 2.57% | $1.05亿 | 236.5万股 | $8,208.9万 | 211.2万股 | +25.3万股+11.99% | 加仓 |
| DDimensional维度ETF信托DFSB |
| 2.81% | 3.01% | $1.00亿 | 192.3万股 | $9,601.0万 | 185.7万股 | +6.6万股+3.55% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.76% | 2.77% | $9,812.1万 | 237.8万股 | $8,834.9万 | 226.7万股 | +11.1万股+4.88% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 2.71% | 2.61% | $9,649.5万 | 206.9万股 | $8,325.2万 | 202.4万股 | +4.4万股+2.19% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 2.67% | 2.87% | $9,499.1万 | 204.0万股 | $9,155.7万 | 195.6万股 | +8.4万股+4.27% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.64% | 2.43% | $9,378.3万 | 230.7万股 | $7,753.5万 | 224.6万股 | +6.1万股+2.73% | 加仓 |
| IiShares安硕信托STIP |
| 2.3% | 2.51% | $8,177.9万 | 80.1万股 | $8,012.7万 | 77.5万股 | +2.6万股+3.34% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.63% | 1.49% | $5,797.1万 | 144.2万股 | $4,738.3万 | 140.0万股 | +4.2万股+2.98% | 加仓 |
| A美国世纪ETF信托AVSD |
| 1.6% | 1.62% | $5,685.8万 | 71.2万股 | $5,168.7万 | 70.2万股 | +9,866股+1.41% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.52% | 1.68% | $5,418.4万 | 100.3万股 | $5,369.8万 | 101.7万股 | -1.4万股-1.38% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.31% | 1.3% | $4,662.9万 | 160.9万股 | $4,133.0万 | 155.6万股 | +5.3万股+3.42% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 1.28% | 1.31% | $4,570.5万 | 101.2万股 | $4,175.3万 | 98.8万股 | +2.5万股+2.48% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.04% | 1.11% | $3,687.2万 | 77.2万股 | $3,536.8万 | 73.9万股 | +3.4万股+4.54% | 加仓 |
| A美国世纪ETF信托AVSE |
| 1% | 0.91% | $3,569.9万 | 43.6万股 | $2,899.6万 | 43.5万股 | +911股+0.21% | 加仓 |
| IiShares安硕信托SHV |
| 0.91% | 1.15% | $3,231.6万 | 29.3万股 | $3,674.3万 | 33.3万股 | -4.0万股-12.01% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.82% | 0.78% | $2,903.0万 | 59.4万股 | $2,491.0万 | 58.8万股 | +5,736股+0.97% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.75% | 0.82% | $2,651.1万 | 45.6万股 | $2,601.3万 | 44.4万股 | +1.1万股+2.53% | 加仓 |
| V先锋领航指数基金VOO |
| 0.72% | 0.67% | $2,577.5万 | 3.8万股 | $2,132.8万 | 3.6万股 | +1,886股+5.29% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.65% | 0.64% | $2,328.5万 | 28.3万股 | $2,045.3万 | 28.8万股 | -4,854股-1.69% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.33% | 0.33% | $1,186.6万 | 14.3万股 | $1,043.4万 | 14.2万股 | +1,609股+1.14% | 加仓 |
| IiShares安硕信托IVV |
| 0.32% | 0.33% | $1,126.7万 | 1.5万股 | $1,062.9万 | 1.6万股 | -1,246股-7.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.22% | $816.8万 | 1.1万股 | $710.4万 | 1.1万股 | +19股+0.17% | 加仓 |
| G通用动力VTI |
| 0.17% | 0.17% | $612.8万 | 1.7万股 | $551.5万 | 1.7万股 | -622股-3.62% | 减仓 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.17% | 0.16% | $600.0万 | 52.7万股 | $519.3万 | 50.1万股 | +2.6万股+5.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.14% | $555.1万 | 1.6万股 | $450.5万 | 1.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.12% | 0.12% | $444.4万 | 1.4万股 | $398.3万 | 1.4万股 | +44股+0.33% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.12% | 0.13% | $442.0万 | 2.8万股 | $424.0万 | 2.9万股 | -655股-2.29% | 减仓 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 0.11% | 0.12% | $381.9万 | 9.0万股 | $395.1万 | 9.7万股 | -6,797股-7.02% | 减仓 |
| IiShares安硕信托SGOV |
| 0.08% | 0.12% | $297.7万 | 3.0万股 | $388.7万 | 3.9万股 | -9,037股-23.41% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.08% | 0.09% | $294.9万 | 5.6万股 | $297.8万 | 5.7万股 | -380股-0.67% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.07% | 0.07% | $262.8万 | 3.7万股 | $211.1万 | 3.3万股 | +3,942股+11.97% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.07% | 0.08% | $254.6万 | 6.9万股 | $264.1万 | 7.2万股 | -2,926股-4.08% | 减仓 |
| IiShares安硕信托IEFA |
| 0.07% | 0.08% | $247.1万 | 2.6万股 | $250.0万 | 2.8万股 | -2,038股-7.38% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.07% | 0.07% | $246.7万 | 4.1万股 | $222.1万 | 4.1万股 | +228股+0.55% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.07% | 0.07% | $243.8万 | 7.8万股 | $224.0万 | 8.0万股 | -2,025股-2.52% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.07% | 0.07% | $236.4万 | 2.4万股 | $218.3万 | 2.3万股 | +921股+3.98% | 加仓 |
 苹果AAPL |
| 0.06% | 0.06% | $211.3万 | 7,306股 | $185.3万 | 7,304股 | +2股+0.03% | 加仓 |
| S道富SPYX |
| 0.06% | 0.06% | $208.8万 | 3.4万股 | $181.1万 | 3.4万股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.05% | 0.07% | $195.4万 | 2.6万股 | $220.8万 | 2.4万股 | +1,840股+7.64% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.05% | 0.05% | $193.4万 | 1.2万股 | $170.5万 | 1.2万股 | +20股+0.16% | 加仓 |
