| EEA SERIES TRUSTBSVO |
| 13.02% | 13.68% | $1,812.6万 | 62.1万股 | $1,570.0万 | 61.9万股 | +2,138股+0.35% | 加仓 |
| IiShares安硕信托ITOT |
| 10.76% | 9.76% | $1,498.0万 | 9.1万股 | $1,119.2万 | 7.9万股 | +1.3万股+16.06% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 9.04% | 10.41% | $1,259.0万 | 21.3万股 | $1,194.1万 | 20.1万股 | +1.3万股+6.45% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 7.7% | 6.76% | $1,072.7万 | 10.4万股 | $775.1万 | 7.8万股 | +2.6万股+34.12% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 6.63% | 7.71% | $922.7万 | 19.3万股 | $884.1万 | 18.5万股 | +8,577股+4.64% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 6.44% | 7.31% | $896.8万 | 17.9万股 | $838.1万 | 16.8万股 | +1.1万股+6.41% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 5.94% | 4.77% | $827.5万 | 20.4万股 | $547.6万 | 15.9万股 | +4.5万股+28.46% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 5.5% | 5.64% | $766.3万 | 17.3万股 | $646.5万 | 16.6万股 | +6,369股+3.83% | 加仓 |
| IiShares安硕信托IDEV |
| 4.69% | 4.01% | $652.9万 | 7.3万股 | $460.2万 | 5.5万股 | +1.8万股+33.20% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 3.21% | 2.41% | $446.7万 | 13.1万股 | $276.6万 | 8.6万股 | +4.5万股+52.44% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.04% | 2.92% | $423.4万 | 10.1万股 | $334.9万 | 9.1万股 | +1.0万股+11.36% | 加仓 |
| AAvantis·U SAVUV |
| 1.89% | 2.05% | $262.5万 | 2.1万股 | $234.7万 | 2.1万股 | -210股-0.99% | 减仓 |
| G通用动力VTI |
| 1.73% | 1.83% | $241.2万 | 6,518股 | $210.2万 | 6,551股 | -33股-0.50% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.57% | 1.72% | $219.2万 | 3.1万股 | $196.8万 | 3.2万股 | -152股-0.48% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.3% | 1.54% | $180.4万 | 3.3万股 | $176.3万 | 3.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.05% | 1.18% | $146.5万 | 4.0万股 | $135.7万 | 4.0万股 | -184股-0.46% | 减仓 |
 AMETEK COMAME |
| 1.05% | 1.13% | $145.8万 | 6,027股 | $129.2万 | 6,025股 | +2股+0.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.95% | 1.08% | $131.8万 | 2,634股 | $124.4万 | 2,596股 | +38股+1.46% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.94% | 1.03% | $131.1万 | 3.4万股 | $118.4万 | 3.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DISV |
| 0.93% | 1% | $129.7万 | 3.2万股 | $114.7万 | 2.9万股 | +3,231股+11.11% | 加仓 |
| IiShares安硕信托IEI |
| 0.85% | 1.01% | $117.8万 | 1.0万股 | $115.7万 | 9,753股 | +274股+2.81% | 加仓 |
 苹果AAPL |
| 0.71% | 0.7% | $99.5万 | 3,439股 | $79.8万 | 3,146股 | +293股+9.31% | 加仓 |
 英伟达NVDA |
| 0.69% | 0.69% | $95.9万 | 4,793股 | $79.0万 | 4,528股 | +265股+5.85% | 加仓 |
 微软MSFT |
| 0.64% | 0.72% | $89.5万 | 2,399股 | $82.4万 | 2,227股 | +172股+7.72% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.57% | 0.72% | $78.9万 | 1.0万股 | $82.0万 | 1.0万股 | -335股-3.20% | 减仓 |
 亚马逊AMZN |
| 0.54% | 0.57% | $75.6万 | 3,174股 | $65.5万 | 3,144股 | +30股+0.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.51% | $73.2万 | 2,071股 | $58.9万 | 2,052股 | +19股+0.93% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.52% | — | $71.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| DDimensional维度·USDFUV |
| 0.5% | 0.54% | $70.2万 | 1.3万股 | $61.8万 | 1.3万股 | +1股+0.01% | 加仓 |
 博通AVGO |
| 0.42% | 0.45% | $58.7万 | 1,554股 | $51.3万 | 1,659股 | -105股-6.33% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.38% | 0.41% | $53.1万 | 1.0万股 | $47.1万 | 1.0万股 | -160股-1.53% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.35% | 0.38% | $49.1万 | 6,895股 | $43.1万 | 6,724股 | +171股+2.54% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.35% | 0.37% | $48.7万 | 3,563股 | $42.2万 | 3,563股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.34% | 0.33% | $47.4万 | 1,325股 | $37.5万 | 1,302股 | +23股+1.77% | 加仓 |
| IiShares安硕IEMG |
| 0.33% | 0.34% | $45.8万 | 5,534股 | $38.6万 | 5,537股 | -3股-0.05% | 减仓 |
| V先锋领航指数基金VOO |
| 0.29% | 0.29% | $40.6万 | 591股 | $33.1万 | 554股 | +37股+6.68% | 加仓 |
 美光科技MU |
| 0.27% | 0.17% | $37.6万 | 326股 | $20.1万 | 594股 | -268股-45.12% | 减仓 |
 默沙东MRK |
| 0.27% | 0.3% | $37.0万 | 2,882股 | $34.5万 | 2,865股 | +17股+0.59% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.26% | 0.28% | $35.8万 | 7,096股 | $32.4万 | 7,096股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.25% | 0.23% | $34.8万 | 290股 | $26.9万 | 292股 | -2股-0.68% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.24% | 0.28% | $33.6万 | 9,017股 | $32.0万 | 9,016股 | +1股+0.01% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.23% | 0.26% | $32.5万 | 7,885股 | $29.3万 | 7,518股 | +367股+4.88% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.22% | 0.24% | $31.2万 | 1,424股 | $27.3万 | 1,424股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.22% | 0.21% | $30.8万 | 2,205股 | $24.1万 | 5,468股 | -3,263股-59.67% | 减仓 |
 家得宝HD |
| 0.21% | — | $29.5万 | 837股 | $0 | 0股 | +837股 | 新买入 |
| CCOMFORT SYS USAFIX |
| 0.21% | — | $28.9万 | 146股 | $0 | 0股 | +146股 | 新买入 |
 泛林集团LRCX |
| 0.2% | — | $27.4万 | 632股 | $0 | 0股 | +632股 | 新买入 |
| IiShares安硕信托IQLT |
| 0.2% | 0.26% | $27.2万 | 5,481股 | $29.3万 | 6,332股 | -851股-13.44% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.19% | — | $25.8万 | 893股 | $0 | 0股 | +893股 | 新买入 |
| SSPDR道富系列信托SPTM |
| 0.18% | 0.19% | $25.4万 | 2,800股 | $22.1万 | 2,800股 | 00.00% | 持仓不变 |
