| I景顺·RAFI US 1000 ETFPRF |
| 9.75% | 10.19% | $8,423.1万 | 155.9万股 | $7,469.5万 | 157.2万股 | -1.3万股-0.80% | 减仓 |
| SSTARBOARD INVT TRAGOX |
| 8.94% | 8.12% | $7,717.3万 | 222.7万股 | $5,953.5万 | 223.6万股 | -9,887股-0.44% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.71% | 9.73% | $7,522.1万 | 182.4万股 | $7,129.7万 | 183.0万股 | -6,472股-0.35% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 6.97% | 7.7% | $6,020.6万 | 30.5万股 | $5,642.1万 | 30.6万股 | -1,482股-0.48% | 减仓 |
| IiShares安硕·COREIJR |
| 6.9% | 6.92% | $5,957.9万 | 40.2万股 | $5,071.3万 | 40.8万股 | -6,235股-1.53% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 5.22% | 5.23% | $4,511.1万 | 45.8万股 | $3,831.1万 | 45.3万股 | +4,290股+0.95% | 加仓 |
| V先锋领航指数基金VTV |
| 5.15% | 5.48% | $4,451.4万 | 20.4万股 | $4,015.2万 | 20.5万股 | -391股-0.19% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.55% | 3.75% | $3,065.8万 | 98.6万股 | $2,750.5万 | 98.8万股 | -1,812股-0.18% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 3.49% | 3.76% | $3,011.2万 | 40.2万股 | $2,757.8万 | 37.7万股 | +2.5万股+6.62% | 加仓 |
| F富达Covington信托FENI |
| 3.14% | 0.13% | $2,715.2万 | 67.7万股 | $98.2万 | 2.6万股 | +65.0万股+2,462.29% | 加仓 |
| V先锋领航STAR基金VXUS |
| 2% | 2.13% | $1,724.7万 | 20.2万股 | $1,561.6万 | 20.3万股 | -765股-0.38% | 减仓 |
| IiShares安硕信托IWD |
| 1.89% | 1.99% | $1,636.1万 | 6.7万股 | $1,459.6万 | 6.8万股 | -823股-1.20% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.89% | 1.96% | $1,630.5万 | 7.7万股 | $1,434.5万 | 7.5万股 | +1,888股+2.53% | 加仓 |
| G通用动力VTI |
| 1.88% | 1.9% | $1,624.3万 | 4.4万股 | $1,392.0万 | 4.3万股 | +504股+1.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.73% | 1.79% | $1,492.5万 | 2.0万股 | $1,311.5万 | 2.0万股 | -181股-0.90% | 减仓 |
| IiShares安硕信托IEFA |
| 1.71% | 2.01% | $1,474.0万 | 15.3万股 | $1,470.0万 | 16.2万股 | -9,759股-6.01% | 减仓 |
| FFIDELITY US MULTIFACTOR ETFFLRG |
| 1.57% | 1.62% | $1,360.1万 | 33.2万股 | $1,188.1万 | 32.3万股 | +8,581股+2.66% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.47% | 1.46% | $1,267.6万 | 9.2万股 | $1,073.2万 | 9.3万股 | -1,295股-1.39% | 减仓 |
| V先锋领航指数基金VB |
| 1.45% | 1.48% | $1,248.3万 | 4.1万股 | $1,083.6万 | 4.1万股 | -190股-0.46% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.34% | 0.11% | $1,156.2万 | 33.0万股 | $79.3万 | 2.4万股 | +30.6万股+1,301.24% | 加仓 |
 苹果AAPL |
| 1.14% | 1.16% | $982.8万 | 3.4万股 | $853.8万 | 3.4万股 | +325股+0.97% | 加仓 |
| V先锋领航指数基金VOO |
| 1.1% | 1.13% | $954.2万 | 1.4万股 | $831.9万 | 1.4万股 | -29股-0.21% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 1.04% | 1.27% | $894.7万 | 17.5万股 | $928.2万 | 15.7万股 | +1.8万股+11.46% | 加仓 |
 强生JNJ |
| 0.88% | 1% | $758.4万 | 3.0万股 | $732.3万 | 3.0万股 | -94股-0.31% | 减仓 |
| AAH RLTY TR INC COMAHRT |
| 0.84% | 0.77% | $724.6万 | 102.3万股 | $562.9万 | 102.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.72% | 0.74% | $624.5万 | 2.6万股 | $539.5万 | 2.6万股 | +296股+1.14% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.71% | 0.72% | $609.7万 | 4.9万股 | $527.0万 | 1.2万股 | +3.7万股+297.31% | 加仓 |
| IiShares安硕信托IJK |
| 0.68% | 0.71% | $587.9万 | 5.0万股 | $516.9万 | 5.1万股 | -1,345股-2.62% | 减仓 |
 微软MSFT |
| 0.55% | 0.64% | $477.7万 | 1.3万股 | $466.8万 | 1.3万股 | +196股+1.55% | 加仓 |
| V先锋领航指数基金VOT |
| 0.48% | 0.48% | $411.2万 | 1.3万股 | $351.1万 | 1.4万股 | -220股-1.61% | 减仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.49% | $407.8万 | 5,445股 | $358.5万 | 5,489股 | -44股-0.80% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.34% | 0.37% | $295.0万 | 7,103股 | $271.4万 | 6,254股 | +849股+13.58% | 加仓 |
 AON SHS CL AAON |
| 0.33% | 0.73% | $285.2万 | 8,599股 | $536.1万 | 1.7万股 | -8,010股-48.23% | 减仓 |
| IiShares安硕信托USMV |
| 0.32% | 0.36% | $279.4万 | 2.9万股 | $267.2万 | 2.9万股 | +150股+0.52% | 加仓 |
| IiShares安硕IEMG |
| 0.32% | 0.32% | $275.8万 | 3.3万股 | $232.4万 | 3.3万股 | -14股-0.04% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.35% | $266.1万 | 5,317股 | $255.5万 | 5,331股 | -14股-0.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.27% | $252.0万 | 7,132股 | $200.6万 | 6,991股 | +141股+2.02% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.27% | 0.28% | $236.3万 | 5,769股 | $207.5万 | 5,819股 | -50股-0.86% | 减仓 |
 家得宝HD |
| 0.27% | 0.3% | $231.6万 | 6,568股 | $219.0万 | 6,658股 | -90股-1.35% | 减仓 |
 谷歌AGOOGL |
| 0.26% | 0.24% | $226.7万 | 6,343股 | $175.6万 | 6,105股 | +238股+3.90% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.25% | 0.28% | $216.9万 | 2.1万股 | $202.8万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.24% | 0.25% | $211.4万 | 1.3万股 | $182.4万 | 1.3万股 | +65股+0.51% | 加仓 |
 AVANTIS INTLNGG |
| 0.24% | 0.27% | $209.7万 | 2.4万股 | $199.5万 | 2.4万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.24% | 0.25% | $208.4万 | 6,366股 | $185.2万 | 6,295股 | +71股+1.13% | 加仓 |
 VisaV |
| 0.24% | 0.25% | $207.6万 | 6,050股 | $184.6万 | 6,109股 | -59股-0.97% | 减仓 |
 英伟达NVDA |
| 0.23% | 0.24% | $195.8万 | 9,787股 | $172.6万 | 9,899股 | -112股-1.13% | 减仓 |
 可口可乐KO |
| 0.21% | 0.24% | $184.7万 | 2.3万股 | $175.0万 | 2.3万股 | -283股-1.23% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.2% | 0.24% | $171.3万 | 2,435股 | $177.9万 | 2,885股 | -450股-15.60% | 减仓 |
| IiShares安硕信托IJJ |
| 0.2% | 0.21% | $170.9万 | 1.2万股 | $155.9万 | 1.2万股 | -200股-1.70% | 减仓 |
 AFLAC COMAFL |
| 0.19% | 0.21% | $165.4万 | 1.4万股 | $154.3万 | 1.4万股 | +43股+0.31% | 加仓 |
