| DDimensional维度ETF信托DFAC |
| 15.45% | 14.72% | $3,126.9万 | 70.5万股 | $2,708.9万 | 69.7万股 | +7,813股+1.12% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 13.01% | 13.02% | $2,632.0万 | 57.2万股 | $2,395.8万 | 52.0万股 | +5.2万股+9.90% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 10.55% | 11.57% | $2,135.0万 | 27.0万股 | $2,129.1万 | 26.9万股 | +1,556股+0.58% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 9.9% | 9.83% | $2,003.9万 | 24.2万股 | $1,809.7万 | 21.9万股 | +2.4万股+10.86% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 9.65% | 9.26% | $1,952.2万 | 28.9万股 | $1,704.8万 | 26.7万股 | +2.2万股+8.30% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 8.37% | 8.91% | $1,693.5万 | 28.7万股 | $1,640.5万 | 27.5万股 | +1.2万股+4.22% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 4.56% | 4.44% | $922.8万 | 23.3万股 | $817.8万 | 22.9万股 | +4,368股+1.91% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 3.55% | 3.45% | $717.6万 | 17.7万股 | $634.3万 | 18.4万股 | -6,996股-3.81% | 减仓 |
| DDimensional维度ETF信托DISV |
| 3.24% | 3.42% | $654.6万 | 16.3万股 | $629.4万 | 16.0万股 | +3,542股+2.22% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.94% | 2.91% | $594.5万 | 16.0万股 | $534.8万 | 15.1万股 | +9,036股+6.00% | 加仓 |
| IiShares安硕信托IEI |
| 1.77% | 2.02% | $357.7万 | 3.0万股 | $372.2万 | 3.1万股 | -920股-2.93% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 1.64% | 1.59% | $331.4万 | 7.1万股 | $293.0万 | 7.1万股 | -236股-0.33% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.62% | 1.56% | $328.7万 | 11.3万股 | $286.8万 | 10.8万股 | +5,567股+5.16% | 加仓 |
 苹果AAPL |
| 0.84% | 0.81% | $169.6万 | 5,861股 | $148.7万 | 5,861股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.82% | 0.86% | $166.9万 | 3.4万股 | $158.8万 | 3.7万股 | -3,347股-8.93% | 减仓 |
| J摩根大通交易所交易基金JTNY |
| 0.81% | — | $163.4万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| DDimensional维度ETF信托DFSI |
| 0.72% | 0.75% | $145.1万 | 3.2万股 | $138.4万 | 3.3万股 | -469股-1.44% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.64% | 0.82% | $128.5万 | 2.5万股 | $150.4万 | 2.9万股 | -4,095股-14.31% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.61% | 0.65% | $122.8万 | 2.3万股 | $120.0万 | 2.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.58% | 0.68% | $118.1万 | 2.9万股 | $125.3万 | 3.2万股 | -3,530股-10.98% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.53% | 0.54% | $107.5万 | 6,847股 | $99.1万 | 7,165股 | -318股-4.44% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.47% | 0.46% | $95.4万 | 1.8万股 | $83.8万 | 1.9万股 | -114股-0.61% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.42% | 0.32% | $84.3万 | 4,426股 | $58.8万 | 4,426股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.41% | 0.4% | $82.4万 | 1.5万股 | $72.8万 | 1.5万股 | -54股-0.36% | 减仓 |
 卡特彼勒CAT |
| 0.4% | 0.44% | $80.0万 | 751股 | $80.6万 | 1,138股 | -387股-34.01% | 减仓 |
 Meta平台META |
| 0.38% | 0.42% | $76.2万 | 1,353股 | $77.8万 | 1,359股 | -6股-0.44% | 减仓 |
| G通用动力VTI |
| 0.36% | 0.34% | $72.5万 | 1,958股 | $62.8万 | 1,958股 | 00.00% | 持仓不变 |
| WWisdomTree信托DLS |
| 0.35% | 0.39% | $70.5万 | 8,417股 | $71.5万 | 8,774股 | -357股-4.07% | 减仓 |
| IiShares安硕信托REET |
| 0.34% | 0.34% | $69.1万 | 2.5万股 | $63.1万 | 2.5万股 | -100股-0.40% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.31% | 0.3% | $62.3万 | 1.5万股 | $55.2万 | 1.6万股 | -819股-5.02% | 减仓 |
 摩根大通JPM |
| 0.21% | 0.21% | $41.9万 | 1,280股 | $39.1万 | 1,328股 | -48股-3.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.19% | 0.19% | $39.4万 | 527股 | $34.3万 | 527股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.19% | 0.19% | $39.1万 | 1,642股 | $34.2万 | 1,642股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.18% | 0.18% | $36.5万 | 5,118股 | $32.8万 | 5,118股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.18% | 0.16% | $36.1万 | 1,010股 | $29.0万 | 1,010股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.18% | 0.18% | $35.7万 | 3,701股 | $33.5万 | 3,701股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.17% | 0.17% | $35.3万 | 5,909股 | $32.0万 | 5,915股 | -6股-0.10% | 减仓 |
 英伟达NVDA |
| 0.17% | 0.18% | $34.8万 | 1,740股 | $33.8万 | 1,940股 | -200股-10.31% | 减仓 |
 泛林集团LRCX |
| 0.15% | 0.08% | $30.3万 | 700股 | $15.0万 | 700股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.15% | 0.13% | $30.3万 | 1,451股 | $23.9万 | 1,451股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.15% | 0.14% | $29.6万 | 1,347股 | $25.8万 | 1,347股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.12% | 0.13% | $24.2万 | 649股 | $24.0万 | 649股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.12% | 0.12% | $23.6万 | 1,082股 | $21.2万 | 1,082股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.1% | 0.1% | $20.3万 | 2,239股 | $17.7万 | 2,239股 | 00.00% | 持仓不变 |
| IiShares安硕·ESG OPTIMIZED MSCI USA ETFTOK |
| 0.1% | 0.09% | $19.3万 | 1,251股 | $17.2万 | 1,304股 | -53股-4.06% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.08% | 0.08% | $17.2万 | 244股 | $15.0万 | 244股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.08% | 0.09% | $16.8万 | 2,036股 | $16.0万 | 2,036股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.08% | 0.08% | $16.0万 | 1,173股 | $13.9万 | 1,173股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.08% | 0.09% | $15.7万 | 1,706股 | $16.0万 | 1,704股 | +2股+0.12% | 加仓 |
| IiShares安硕信托AOA |
| 0.07% | 0.1% | $14.6万 | 1,492股 | $19.0万 | 2,151股 | -659股-30.64% | 减仓 |
