| G通用动力VTI |
| 18.11% | 17.66% | $3,643.8万 | 9.8万股 | $3,110.8万 | 9.7万股 | +1,505股+1.55% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 17.42% | 17.43% | $3,504.8万 | 79.0万股 | $3,070.7万 | 79.0万股 | -125股-0.02% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 11.88% | 13.4% | $2,389.9万 | 30.2万股 | $2,360.2万 | 29.8万股 | +4,666股+1.57% | 加仓 |
| V先锋领航指数基金VTV |
| 9.75% | 9.85% | $1,962.3万 | 9.0万股 | $1,735.5万 | 8.8万股 | +1,586股+1.79% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.33% | 8.52% | $1,675.4万 | 23.5万股 | $1,500.4万 | 23.4万股 | +1,009股+0.43% | 加仓 |
| V先锋领航指数基金VB |
| 6.12% | 5.96% | $1,230.8万 | 4.1万股 | $1,049.3万 | 4.0万股 | +544股+1.36% | 加仓 |
| V先锋领航·MIDVO |
| 5.82% | 5.8% | $1,171.6万 | 14.5万股 | $1,022.2万 | 3.6万股 | +11.0万股+308.54% | 加仓 |
| V先锋领航STAR基金VXUS |
| 5.54% | 5.66% | $1,115.3万 | 13.0万股 | $997.1万 | 12.9万股 | +1,147股+0.89% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 4.08% | 4.59% | $820.2万 | 14.1万股 | $808.9万 | 13.8万股 | +2,748股+1.99% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.91% | 0.9% | $182.2万 | 2.2万股 | $157.7万 | 2.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.8% | 0.79% | $161.4万 | 6,770股 | $138.7万 | 6,660股 | +110股+1.65% | 加仓 |
 礼来LLY |
| 0.48% | 0.42% | $96.1万 | 801股 | $73.7万 | 801股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.39% | 0.39% | $78.7万 | 2,289股 | $68.9万 | 2,306股 | -17股-0.74% | 减仓 |
 苹果AAPL |
| 0.38% | 0.36% | $76.0万 | 2,626股 | $63.8万 | 2,516股 | +110股+4.37% | 加仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.34% | $74.4万 | 994股 | $60.4万 | 925股 | +69股+7.46% | 加仓 |
| IIBMIBM |
| 0.35% | 0.35% | $70.9万 | 2,522股 | $61.1万 | 2,522股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.33% | 0.31% | $66.1万 | 2,794股 | $54.2万 | 2,521股 | +273股+10.83% | 加仓 |
 德州仪器TXN |
| 0.31% | 0.23% | $63.3万 | 2,125股 | $41.3万 | 2,125股 | 00.00% | 持仓不变 |
 GSK SPONSORED ADRGSK |
| 0.3% | 0.36% | $59.5万 | 1.1万股 | $62.7万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.29% | 0.29% | $58.1万 | 2,395股 | $51.4万 | 2,405股 | -10股-0.42% | 减仓 |
 谷歌AGOOGL |
| 0.28% | 0.24% | $55.6万 | 1,557股 | $41.5万 | 1,441股 | +116股+8.05% | 加仓 |
| NNORTHERN LIGHTS FD TRSFLR |
| 0.27% | — | $54.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 默沙东MRK |
| 0.24% | 0.26% | $48.8万 | 3,796股 | $45.6万 | 3,794股 | +2股+0.05% | 加仓 |
 强生JNJ |
| 0.22% | 0.23% | $43.3万 | 1,704股 | $40.4万 | 1,655股 | +49股+2.96% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.18% | 0.2% | $37.1万 | 8,784股 | $35.1万 | 8,306股 | +478股+5.75% | 加仓 |
 家得宝HD |
| 0.18% | 0.19% | $36.7万 | 1,041股 | $34.2万 | 1,041股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.18% | 0.19% | $36.3万 | 972股 | $33.9万 | 917股 | +55股+6.00% | 加仓 |
| V先锋领航指数基金VUG |
| 0.18% | 0.17% | $36.0万 | 4,180股 | $30.4万 | 697股 | +3,483股+499.71% | 加仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.18% | 0.2% | $35.8万 | 4,820股 | $35.8万 | 4,820股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR |
| 0.18% | — | $35.7万 | 9,789股 | $0 | 0股 | +9,789股 | 新买入 |
 思科CSCO |
| 0.18% | 0.13% | $35.3万 | 3,008股 | $23.3万 | 3,008股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.17% | 0.18% | $34.2万 | 8,291股 | $32.3万 | 8,289股 | +2股+0.02% | 加仓 |
 摩根大通JPM |
| 0.17% | 0.14% | $34.2万 | 1,045股 | $25.3万 | 859股 | +186股+21.65% | 加仓 |
 可口可乐KO |
| 0.17% | 0.18% | $34.0万 | 4,181股 | $31.8万 | 4,181股 | 00.00% | 持仓不变 |
| BBEAM THERAPEUTICSBEAM |
| 0.17% | — | $33.8万 | 9,837股 | $0 | 0股 | +9,837股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.15% | 0.14% | $31.1万 | 880股 | $25.2万 | 880股 | 00.00% | 持仓不变 |
 HUMANA COMHUM |
| 0.15% | 0.07% | $29.2万 | 736股 | $12.8万 | 736股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.14% | 0.15% | $29.1万 | 2,958股 | $27.2万 | 2,958股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.14% | 0.1% | $28.2万 | 5,451股 | $17.6万 | 3,891股 | +1,560股+40.09% | 加仓 |
 好市多COST |
| 0.13% | 0.16% | $25.8万 | 276股 | $27.5万 | 276股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.12% | 0.12% | $25.0万 | 1,252股 | $21.8万 | 1,250股 | +2股+0.16% | 加仓 |
| V先锋领航指数基金VOO |
| 0.12% | 0.07% | $23.7万 | 345股 | $11.9万 | 198股 | +147股+74.24% | 加仓 |
| IINNOVATOR ETFS TRUST U.S. SMALL CAP MANAGED FLOOR ETFRFLR |
| 0.12% | — | $23.3万 | 7,110股 | $0 | 0股 | +7,110股 | 新买入 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.12% | 0.1% | $23.2万 | 6,852股 | $18.0万 | 6,187股 | +665股+10.75% | 加仓 |
 宝洁PG |
| 0.11% | 0.13% | $22.4万 | 1,528股 | $22.1万 | 1,528股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.11% | 0.11% | $22.1万 | 1,406股 | $19.4万 | 1,406股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.11% | — | $21.7万 | 295股 | $0 | 0股 | +295股 | 新买入 |
| IINNOVATOR ETFS TRUST INTL MAN FLO ETFIFLR |
| 0.11% | — | $21.4万 | 4,030股 | $0 | 0股 | +4,030股 | 新买入 |
 麦当劳MCD |
| 0.1% | 0.14% | $21.0万 | 776股 | $24.1万 | 776股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.1% | 0.1% | $19.9万 | 791股 | $17.2万 | 791股 | 00.00% | 持仓不变 |
