| V先锋领航债券指数基金BSV |
| 21.42% | 23.14% | $4,425.2万 | 56.8万股 | $3,963.2万 | 50.5万股 | +6.3万股+12.37% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 18.83% | 18.24% | $3,889.3万 | 87.7万股 | $3,124.1万 | 80.4万股 | +7.3万股+9.06% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 16.91% | 14.13% | $3,494.4万 | 94.9万股 | $2,419.7万 | 71.2万股 | +23.6万股+33.17% | 加仓 |
 英伟达NVDA |
| 7.18% | 9.63% | $1,482.9万 | 7.4万股 | $1,649.5万 | 9.5万股 | -2.0万股-21.64% | 减仓 |
| G通用动力VTI |
| 2.53% | 2.64% | $522.8万 | 1.4万股 | $451.6万 | 1.4万股 | +50股+0.36% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.12% | 2.3% | $438.2万 | 6.2万股 | $394.1万 | 6.1万股 | +9股+0.01% | 加仓 |
 摩根大通JPM |
| 1.94% | 0.79% | $400.6万 | 1.2万股 | $135.1万 | 4,591股 | +7,647股+166.57% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.8% | 1.94% | $371.4万 | 4.3万股 | $332.4万 | 4.3万股 | +340股+0.79% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.53% | 1.61% | $316.1万 | 4,233股 | $275.0万 | 4,229股 | +4股+0.09% | 加仓 |
 苹果AAPL |
| 1.28% | 1.14% | $264.9万 | 9,155股 | $194.4万 | 7,659股 | +1,496股+19.53% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.23% | 1.29% | $254.9万 | 3.1万股 | $220.6万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.07% | 1.13% | $221.5万 | 3,225股 | $192.7万 | 3,225股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.83% | 0.85% | $171.0万 | 4,583股 | $145.4万 | 3,927股 | +656股+16.70% | 加仓 |
| V先锋领航·TOTALBND |
| 0.82% | 0.93% | $170.4万 | 2.3万股 | $159.3万 | 2.2万股 | +1,587股+7.34% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.81% | 0.89% | $167.5万 | 2.8万股 | $151.6万 | 2.8万股 | +1股+0.00% | 加仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.73% | 0.79% | $151.0万 | 726股 | $135.9万 | 721股 | +5股+0.69% | 加仓 |
 英特尔INTC |
| 0.71% | 0.52% | $147.6万 | 1.1万股 | $89.2万 | 2.0万股 | -9,643股-47.70% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.71% | 0.73% | $146.9万 | 1.8万股 | $124.9万 | 1.7万股 | +430股+2.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.63% | 0.5% | $129.6万 | 3,669股 | $86.1万 | 3,002股 | +667股+22.22% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.61% | 0.53% | $126.1万 | 2.7万股 | $91.5万 | 2.2万股 | +4,784股+21.49% | 加仓 |
 亚马逊AMZN |
| 0.53% | 0.47% | $109.3万 | 4,587股 | $81.2万 | 3,897股 | +690股+17.71% | 加仓 |
 埃克森美孚XOM |
| 0.47% | 0.56% | $97.5万 | 7,132股 | $96.4万 | 5,684股 | +1,448股+25.48% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.46% | 0.5% | $94.2万 | 5,209股 | $84.9万 | 5,137股 | +72股+1.40% | 加仓 |
 帕兰提尔PLTR |
| 0.45% | 0.71% | $92.8万 | 7,958股 | $121.3万 | 8,294股 | -336股-4.05% | 减仓 |
 嘉信理财SCHW |
| 0.42% | 0.51% | $87.5万 | 9,480股 | $87.8万 | 9,338股 | +142股+1.52% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.28% | $87.3万 | 2,442股 | $47.8万 | 1,662股 | +780股+46.93% | 加仓 |
 ALTRIAMO |
| 0.42% | 0.45% | $85.8万 | 1.2万股 | $77.7万 | 1.2万股 | +151股+1.28% | 加仓 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.35% | 0.26% | $72.3万 | 9,488股 | $44.1万 | 9,488股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.32% | 0.33% | $66.1万 | 4,040股 | $57.1万 | 4,040股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.3% | 0.35% | $62.2万 | 831股 | $59.9万 | 917股 | -86股-9.38% | 减仓 |
| NNUSHARES ETF TRNULG |
| 0.3% | 0.28% | $61.3万 | 5,240股 | $47.7万 | 5,240股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.29% | 0.32% | $59.9万 | 7,437股 | $55.5万 | 1,934股 | +5,503股+284.54% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.29% | 0.34% | $59.2万 | 1.2万股 | $59.1万 | 1.2万股 | +30股+0.25% | 加仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.28% | 0.33% | $58.1万 | 7,826股 | $57.2万 | 7,714股 | +112股+1.45% | 加仓 |
| IISHARES INTERNATIONAL TREASURY BOND ETFIGOV |
| 0.28% | 0.33% | $57.9万 | 1.4万股 | $56.8万 | 1.4万股 | +265股+1.92% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.28% | 0.31% | $57.7万 | 1.2万股 | $52.6万 | 1.2万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.27% | 0.2% | $56.8万 | 473股 | $33.9万 | 368股 | +105股+28.53% | 加仓 |
 PAN AMERN SILVERPAAS |
| 0.27% | 0.4% | $56.6万 | 1.3万股 | $69.1万 | 1.3万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.26% | 0.25% | $53.2万 | 723股 | $42.3万 | 733股 | -10股-1.36% | 减仓 |
 TARGET COMTGT |
| 0.25% | 0.27% | $51.1万 | 3,913股 | $46.1万 | 3,806股 | +107股+2.81% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.25% | 0.27% | $51.1万 | 7,304股 | $45.6万 | 7,309股 | -5股-0.07% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.24% | 0.24% | $50.4万 | 1.1万股 | $41.3万 | 9,742股 | +1,426股+14.64% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.23% | 0.25% | $48.0万 | 4,352股 | $42.3万 | 4,352股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 0.23% | 0.26% | $47.3万 | 1.3万股 | $44.6万 | 1.3万股 | +151股+1.20% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.23% | 0.25% | $46.7万 | 1,975股 | $42.5万 | 1,975股 | 00.00% | 持仓不变 |
 阿格尼科鹰矿AEM |
| 0.22% | 0.35% | $46.3万 | 2,982股 | $60.5万 | 2,982股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.22% | 0.27% | $46.0万 | 4,766股 | $45.9万 | 5,174股 | -408股-7.89% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.22% | 0.2% | $45.7万 | 3,457股 | $34.0万 | 3,025股 | +432股+14.28% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.21% | 0.25% | $43.7万 | 1.0万股 | $42.3万 | 1.0万股 | +337股+3.37% | 加仓 |
| IiShares安硕信托IVW |
| 0.21% | 0.24% | $43.6万 | 3,172股 | $41.3万 | 3,649股 | -477股-13.07% | 减仓 |
