| IiShares安硕信托IVV |
| 32.78% | 32.46% | $9,511.5万 | 12.7万股 | $7,439.3万 | 11.4万股 | +1.3万股+11.55% | 加仓 |
| V先锋领航·FTSEVEA |
| 14.9% | 14.28% | $4,324.4万 | 60.7万股 | $3,272.0万 | 51.1万股 | +9.6万股+18.88% | 加仓 |
| WWisdomTree信托DLN |
| 8.76% | 9.16% | $2,541.9万 | 26.4万股 | $2,099.7万 | 23.5万股 | +2.9万股+12.30% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 5.94% | 5.76% | $1,724.1万 | 65.9万股 | $1,320.2万 | 50.3万股 | +15.6万股+31.00% | 加仓 |
| IiShares安硕信托SHV |
| 5.37% | 6.13% | $1,559.1万 | 14.1万股 | $1,404.7万 | 12.7万股 | +1.4万股+11.03% | 加仓 |
| G通用动力VTI |
| 3.49% | 3.89% | $1,013.1万 | 2.7万股 | $892.7万 | 2.8万股 | -435股-1.56% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.32% | 3.74% | $962.1万 | 11.7万股 | $856.2万 | 10.4万股 | +1.3万股+13.00% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.51% | 2.35% | $729.1万 | 12.2万股 | $538.2万 | 10.0万股 | +2.3万股+22.66% | 加仓 |
| V先锋领航指数基金VOO |
| 2.05% | 2.16% | $593.7万 | 8,643股 | $494.5万 | 8,276股 | +367股+4.43% | 加仓 |
| IiShares安硕·COREIJH |
| 1.69% | 1.51% | $489.6万 | 6.4万股 | $345.2万 | 5.1万股 | +1.2万股+24.26% | 加仓 |
| IiShares安硕信托HYG |
| 1.39% | 1.48% | $402.7万 | 5.0万股 | $339.4万 | 4.3万股 | +7,696股+18.04% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.19% | 1.36% | $346.3万 | 1.4万股 | $312.6万 | 1.4万股 | -122股-0.85% | 减仓 |
| IiShares安硕·COREIJR |
| 1.17% | 0.88% | $338.2万 | 2.3万股 | $200.6万 | 1.6万股 | +6,670股+41.33% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.13% | 1.23% | $327.7万 | 4,388股 | $280.9万 | 4,320股 | +68股+1.57% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.96% | 1.06% | $277.8万 | 6.3万股 | $243.3万 | 6.3万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.9% | 0.96% | $260.1万 | 8,987股 | $219.2万 | 8,637股 | +350股+4.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 0.37% | $245.8万 | 6,957股 | $85.2万 | 2,971股 | +3,986股+134.16% | 加仓 |
| IiShares安硕信托EEM |
| 0.75% | 0.79% | $218.0万 | 3.2万股 | $180.5万 | 3.2万股 | +112股+0.35% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.57% | 0.64% | $164.0万 | 2.3万股 | $146.5万 | 2.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.54% | 0.68% | $157.2万 | 4,215股 | $155.1万 | 4,190股 | +25股+0.60% | 加仓 |
| IiShares安硕信托TLT |
| 0.53% | 0.51% | $154.9万 | 1.8万股 | $117.6万 | 1.4万股 | +4,361股+32.15% | 加仓 |
| IiShares安硕信托XVV |
| 0.53% | 0.48% | $152.9万 | 2.7万股 | $110.2万 | 2.2万股 | +4,544股+20.30% | 加仓 |
 英伟达NVDA |
| 0.49% | 0.44% | $142.4万 | 7,116股 | $101.0万 | 5,793股 | +1,323股+22.84% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.49% | 0.57% | $142.1万 | 1.4万股 | $129.7万 | 1.3万股 | +319股+2.39% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.49% | $135.2万 | 5,671股 | $111.5万 | 5,353股 | +318股+5.94% | 加仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 0.47% | 0.46% | $135.1万 | 3.7万股 | $105.3万 | 3.2万股 | +5,324股+16.74% | 加仓 |
 Meta平台META |
| 0.42% | 0.45% | $121.3万 | 2,153股 | $103.0万 | 1,800股 | +353股+19.61% | 加仓 |
| IiShares安硕信托TLH |
| 0.41% | 0.39% | $120.0万 | 1.2万股 | $88.9万 | 8,828股 | +3,133股+35.49% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.35% | — | $101.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.35% | 0.54% | $101.2万 | 2,746股 | $122.7万 | 2,852股 | -106股-3.72% | 减仓 |
 摩根大通JPM |
| 0.3% | 0.33% | $85.6万 | 2,617股 | $75.1万 | 2,555股 | +62股+2.43% | 加仓 |
| IiShares安硕信托PABU |
| 0.29% | 0.32% | $84.6万 | 1.1万股 | $73.6万 | 1.1万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.29% | 0.32% | $83.7万 | 1.5万股 | $73.7万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.24% | 0.31% | $70.2万 | 7,287股 | $70.1万 | 7,901股 | -614股-7.77% | 减仓 |
| I景顺QQQ信托VOO |
| 0.24% | 0.2% | $68.5万 | 930股 | $45.1万 | 781股 | +149股+19.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.24% | $62.9万 | 1,257股 | $54.8万 | 1,143股 | +114股+9.97% | 加仓 |
| SSPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETFBWZ |
| 0.22% | 0.24% | $62.7万 | 2.3万股 | $54.5万 | 2.0万股 | +3,185股+15.74% | 加仓 |
 谷歌AGOOGL |
| 0.2% | 0.19% | $57.2万 | 1,602股 | $43.1万 | 1,500股 | +102股+6.80% | 加仓 |
 美国包装PKG |
| 0.19% | 0.22% | $55.5万 | 2,330股 | $49.4万 | 2,330股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.17% | 0.14% | $49.8万 | 4,014股 | $33.0万 | 774股 | +3,240股+418.60% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.16% | 0.19% | $46.7万 | 1.3万股 | $43.1万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.16% | 0.15% | $45.8万 | 2,800股 | $34.0万 | 2,406股 | +394股+16.38% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.15% | 0.1% | $44.0万 | 4,277股 | $24.1万 | 2,516股 | +1,761股+69.99% | 加仓 |
 博通AVGO |
| 0.14% | 0.14% | $39.9万 | 1,057股 | $31.9万 | 1,030股 | +27股+2.62% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.12% | 0.11% | $35.3万 | 1,852股 | $24.2万 | 1,824股 | +28股+1.54% | 加仓 |
 卡特彼勒CAT |
| 0.12% | 0.1% | $34.9万 | 328股 | $23.1万 | 326股 | +2股+0.61% | 加仓 |
 特斯拉TSLA |
| 0.12% | 0.12% | $34.0万 | 808股 | $26.7万 | 719股 | +89股+12.38% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.12% | 0.15% | $33.7万 | 5,715股 | $35.2万 | 5,913股 | -198股-3.35% | 减仓 |
| IiShares安硕信托IWD |
| 0.11% | 0.12% | $33.2万 | 1,370股 | $27.6万 | 1,293股 | +77股+5.96% | 加仓 |
| IiShares安硕信托GVI |
| 0.11% | 0.14% | $32.2万 | 2,991股 | $31.1万 | 2,930股 | +61股+2.08% | 加仓 |
