| A美国世纪ETF信托AVUS |
| 28.53% | 27.22% | $3,116.6万 | 24.3万股 | $2,655.4万 | 23.9万股 | +4,497股+1.88% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 15.01% | 14.92% | $1,640.3万 | 37.0万股 | $1,455.1万 | 37.4万股 | -4,673股-1.25% | 减仓 |
| V先锋领航·TOTALBNDX |
| 7.3% | 7.55% | $798.0万 | 16.5万股 | $736.7万 | 15.3万股 | +1.1万股+7.47% | 加仓 |
| AAvantis·U SAVUV |
| 6.55% | 6.53% | $715.2万 | 5.7万股 | $637.1万 | 5.8万股 | -347股-0.60% | 减仓 |
| IiShares安硕信托SGOV |
| 6.4% | 6.09% | $699.6万 | 6.9万股 | $594.0万 | 5.9万股 | +1.0万股+17.77% | 加仓 |
 AVANTIS INTLNGG |
| 6.25% | 1.3% | $683.0万 | 7.7万股 | $126.3万 | 1.5万股 | +6.2万股+414.16% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 5.59% | 11.22% | $610.8万 | 16.4万股 | $1,094.5万 | 30.8万股 | -14.4万股-46.79% | 减仓 |
| A美国世纪ETF信托AVEM |
| 4.89% | 0.74% | $534.0万 | 5.5万股 | $71.8万 | 8,907股 | +4.6万股+521.33% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 2.56% | 2.86% | $279.3万 | 5.9万股 | $278.9万 | 5.9万股 | +260股+0.44% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 2.51% | 2.52% | $274.4万 | 5.9万股 | $245.7万 | 6.0万股 | -941股-1.57% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.49% | 2.7% | $272.5万 | 2.6万股 | $263.6万 | 2.6万股 | +39股+0.15% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 2.33% | 2.33% | $254.3万 | 8.8万股 | $227.0万 | 8.5万股 | +2,379股+2.79% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.27% | 5.28% | $139.1万 | 3.4万股 | $515.0万 | 14.9万股 | -11.5万股-77.03% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.81% | 0.86% | $88.5万 | 2.1万股 | $83.6万 | 2.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSI |
| 0.7% | 0.74% | $75.9万 | 1.7万股 | $71.7万 | 1.7万股 | -78股-0.46% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.65% | 0.7% | $71.4万 | 1.8万股 | $68.7万 | 2.0万股 | -1,207股-6.15% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.6% | 0.58% | $65.6万 | 7,966股 | $56.7万 | 7,966股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSE |
| 0.53% | 0.56% | $58.4万 | 1.2万股 | $54.6万 | 1.3万股 | -938股-7.28% | 减仓 |
| G通用动力VTI |
| 0.5% | 0.48% | $55.0万 | 1,487股 | $46.5万 | 1,449股 | +38股+2.62% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.4% | 0.41% | $44.1万 | 1.4万股 | $39.5万 | 1.4万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.4% | 0.42% | $43.9万 | 4,814股 | $41.2万 | 5,113股 | -299股-5.85% | 减仓 |
| IiShares安硕信托AGG |
| 0.36% | 0.43% | $39.4万 | 7,793股 | $42.2万 | 8,428股 | -635股-7.53% | 减仓 |
 强生JNJ |
| 0.34% | 0.41% | $37.7万 | 1,484股 | $40.2万 | 1,645股 | -161股-9.79% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.34% | 0.38% | $37.0万 | 1.0万股 | $36.9万 | 1.1万股 | -813股-7.48% | 减仓 |
 艾伯维ABBV |
| 0.31% | 0.32% | $34.1万 | 1,356股 | $31.7万 | 1,456股 | -100股-6.87% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.26% | 0.27% | $28.5万 | 6,266股 | $26.6万 | 5,838股 | +428股+7.33% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.24% | 0.75% | $26.5万 | 3,499股 | $73.3万 | 9,691股 | -6,192股-63.89% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.24% | 0.22% | $26.1万 | 2,153股 | $21.3万 | 2,283股 | -130股-5.69% | 减仓 |
 WSFS FINLWSFS |
| 0.23% | 0.22% | $25.3万 | 3,300股 | $21.6万 | 3,300股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.21% | 0.29% | $23.0万 | 1,682股 | $28.5万 | 1,682股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.21% | 0.25% | $22.9万 | 505股 | $24.7万 | 567股 | -62股-10.93% | 减仓 |
| NNUSHARES ETF TRNUBD |
| 0.2% | 0.23% | $21.8万 | 9,861股 | $22.2万 | 1.0万股 | -148股-1.48% | 减仓 |
 礼来LLY |
| 0.19% | — | $21.2万 | 177股 | $0 | 0股 | +177股 | 新买入 |
| IiShares安硕信托SUSB |
| 0.19% | 0.22% | $21.1万 | 8,433股 | $21.1万 | 8,433股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.19% | — | $20.5万 | 607股 | $0 | 0股 | +607股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | — | $20.0万 | 400股 | $0 | 0股 | +400股 | 新买入 |
