| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 7.07% | 6.92% | $1,130.9万 | 27.3万股 | $958.9万 | 23.1万股 | +4.2万股+18.31% | 加仓 |
| AAMERICAN CENTY ETF TRAVMA |
| 6.61% | 5.37% | $1,058.2万 | 14.5万股 | $744.2万 | 11.1万股 | +3.4万股+31.13% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.84% | 5.26% | $774.9万 | 21.0万股 | $728.6万 | 21.4万股 | -4,147股-1.93% | 减仓 |
| A美国世纪ETF信托AVUS |
| 4.26% | 2.56% | $681.5万 | 5.3万股 | $354.3万 | 3.2万股 | +2.1万股+67.00% | 加仓 |
| IiShares安硕信托AOR |
| 3.84% | 5.03% | $614.5万 | 8.8万股 | $696.5万 | 10.8万股 | -2.0万股-18.31% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 3.39% | 4% | $543.2万 | 12.9万股 | $554.0万 | 13.1万股 | -2,544股-1.94% | 减仓 |
| A美国世纪ETF信托AVGE |
| 3.21% | 2.06% | $513.8万 | 5.2万股 | $285.8万 | 3.2万股 | +1.9万股+59.65% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 3.13% | 5.14% | $500.5万 | 9.9万股 | $711.2万 | 14.0万股 | -4.2万股-29.73% | 减仓 |
| V先锋领航指数基金VOO |
| 2.75% | 3.4% | $440.1万 | 6,407股 | $471.0万 | 7,883股 | -1,476股-18.72% | 减仓 |
 英伟达NVDA |
| 2.3% | 1.88% | $368.7万 | 1.8万股 | $260.0万 | 1.5万股 | +3,521股+23.62% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 2.06% | 2.54% | $329.1万 | 6.1万股 | $352.4万 | 6.7万股 | -5,778股-8.60% | 减仓 |
 苹果AAPL |
| 2.04% | 2.02% | $326.2万 | 1.1万股 | $280.1万 | 1.1万股 | +234股+2.12% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 2.02% | 2.83% | $323.1万 | 2.1万股 | $391.4万 | 2.8万股 | -7,707股-27.24% | 减仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 1.95% | 2.01% | $311.5万 | 6.7万股 | $278.7万 | 6.0万股 | +7,322股+12.29% | 加仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 1.87% | 0.16% | $299.8万 | 4.4万股 | $22.8万 | 3,342股 | +4.0万股+1,209.22% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.86% | 2.13% | $297.1万 | 4.2万股 | $294.6万 | 4.6万股 | -4,276股-9.30% | 减仓 |
 微软MSFT |
| 1.72% | 3.06% | $276.0万 | 7,400股 | $423.8万 | 1.1万股 | -4,050股-35.37% | 减仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 1.66% | — | $265.3万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 AVANTIS INTLNGG |
| 1.59% | 1.04% | $253.7万 | 2.8万股 | $144.3万 | 1.7万股 | +1.1万股+67.25% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.56% | 1.93% | $250.0万 | 6.7万股 | $267.3万 | 7.5万股 | -8,155股-10.84% | 减仓 |
| DDimensional维度ETF信托DGCB |
| 1.46% | 3.06% | $233.1万 | 4.3万股 | $424.2万 | 7.8万股 | -3.6万股-45.58% | 减仓 |
| IiShares黄金信托IAU |
| 1.43% | — | $229.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 1.37% | 1.58% | $219.3万 | 2.8万股 | $219.3万 | 2.8万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 1.33% | 1.2% | $212.2万 | 2.2万股 | $166.6万 | 2.1万股 | +1,319股+6.38% | 加仓 |
| DDimensional维度·USDFUV |
| 1.05% | 1.1% | $168.5万 | 3.1万股 | $151.9万 | 3.1万股 | -722股-2.30% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1% | 1.16% | $160.4万 | 3.3万股 | $160.1万 | 3.3万股 | -188股-0.56% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.96% | 1.11% | $153.8万 | 2.0万股 | $154.1万 | 2.0万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.95% | 2.62% | $152.4万 | 4,138股 | $363.3万 | 8,443股 | -4,305股-50.99% | 减仓 |
 特斯拉TSLA |
| 0.91% | 0.88% | $146.2万 | 3,476股 | $122.3万 | 3,289股 | +187股+5.69% | 加仓 |
 亚马逊AMZN |
| 0.85% | 0.74% | $135.5万 | 5,685股 | $103.1万 | 4,950股 | +735股+14.85% | 加仓 |
 谷歌AGOOGL |
| 0.81% | 0.7% | $130.3万 | 3,647股 | $96.3万 | 3,349股 | +298股+8.90% | 加仓 |
| IiShares安硕信托SHYG |
| 0.78% | 0.89% | $124.3万 | 2.9万股 | $124.0万 | 2.9万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.77% | 0.91% | $123.6万 | 1.7万股 | $126.4万 | 1.7万股 | -326股-1.90% | 减仓 |
 摩根大通JPM |
| 0.69% | 0.66% | $109.6万 | 3,349股 | $91.0万 | 3,095股 | +254股+8.21% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.68% | 0.79% | $108.8万 | 1.3万股 | $109.4万 | 1.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.67% | 0.61% | $106.6万 | 3,017股 | $84.2万 | 2,935股 | +82股+2.79% | 加仓 |
 美光科技MU |
| 0.65% | 0.19% | $104.8万 | 908股 | $25.7万 | 762股 | +146股+19.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.72% | $104.8万 | 2,094股 | $99.9万 | 2,085股 | +9股+0.43% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.84% | $103.0万 | 7,536股 | $116.2万 | 6,848股 | +688股+10.05% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.63% | 0.48% | $101.4万 | 2.6万股 | $66.8万 | 1.9万股 | +6,947股+37.14% | 加仓 |
| IiShares安硕信托IDEV |
| 0.63% | 0.68% | $101.0万 | 1.1万股 | $94.9万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.63% | 0.73% | $100.5万 | 1.9万股 | $100.8万 | 1.9万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.61% | 0.66% | $97.7万 | 1.2万股 | $91.5万 | 1.3万股 | -973股-7.54% | 减仓 |
| IiShares安硕IEMG |
| 0.61% | 0.59% | $97.1万 | 1.2万股 | $81.7万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFNM |
| 0.6% | 0.69% | $96.5万 | 2.0万股 | $95.7万 | 2.0万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVRE |
| 0.55% | 0.59% | $88.4万 | 1.9万股 | $81.6万 | 1.9万股 | +134股+0.72% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.54% | 0.57% | $86.6万 | 3.0万股 | $79.5万 | 3.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.53% | 0.65% | $84.2万 | 1,494股 | $89.5万 | 1,564股 | -70股-4.48% | 减仓 |
 博通AVGO |
| 0.49% | 0.45% | $79.1万 | 2,093股 | $62.9万 | 2,033股 | +60股+2.95% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.49% | 0.48% | $78.3万 | 2.0万股 | $66.3万 | 1.9万股 | +1,277股+6.75% | 加仓 |
