| G通用动力VTI |
| 11.56% | 11.22% | $1,660.9万 | 4.5万股 | $1,428.5万 | 4.4万股 | +692股+1.57% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 5.2% | 6.21% | $747.1万 | 14.8万股 | $790.0万 | 15.7万股 | -8,537股-5.44% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.46% | 3.48% | $497.3万 | 7.1万股 | $443.0万 | 7.1万股 | +424股+0.60% | 加仓 |
 英伟达NVDA |
| 3.18% | 3.1% | $456.6万 | 2.3万股 | $395.1万 | 2.2万股 | +340股+1.51% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.15% | 0.13% | $452.3万 | 15.6万股 | $17.0万 | 15.6万股 | +2股+0.00% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 3.11% | 3.43% | $447.2万 | 10.8万股 | $436.0万 | 10.5万股 | +3,896股+3.73% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.89% | 3.34% | $415.7万 | 10.1万股 | $425.0万 | 10.7万股 | -6,717股-6.25% | 减仓 |
| A美国世纪ETF信托AVUS |
| 2.79% | 3.01% | $401.5万 | 3.1万股 | $383.3万 | 3.4万股 | -2,899股-8.46% | 减仓 |
| IiShares安硕信托STIP |
| 2.71% | 2.85% | $389.0万 | 3.8万股 | $362.2万 | 3.5万股 | +2,955股+8.41% | 加仓 |
| PPIMCO太平洋投资管理ETFLTPZ |
| 2.41% | 2.3% | $345.8万 | 6.8万股 | $292.1万 | 5.7万股 | +1.1万股+19.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.35% | 2.23% | $338.3万 | 9,576股 | $283.6万 | 9,615股 | -39股-0.41% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.05% | 2.2% | $295.3万 | 6.7万股 | $280.2万 | 7.2万股 | -5,068股-7.07% | 减仓 |
 苹果AAPL |
| 1.91% | 1.89% | $274.5万 | 9,486股 | $240.1万 | 9,394股 | +92股+0.98% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.91% | 1.95% | $273.9万 | 3.2万股 | $247.7万 | 3.2万股 | +288股+0.91% | 加仓 |
| EEXCHANGE LISTED FDS TRCEFS |
| 1.89% | 1.99% | $271.6万 | 10.6万股 | $252.8万 | 11.1万股 | -4,568股-4.13% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.83% | 1.67% | $262.7万 | 7.1万股 | $213.0万 | 5.9万股 | +1.1万股+19.44% | 加仓 |
 谷歌AGOOGL |
| 1.48% | 1.4% | $212.5万 | 5,945股 | $178.2万 | 5,992股 | -47股-0.78% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 1.47% | 1.1% | $211.1万 | 2.9万股 | $139.9万 | 2.5万股 | +3,906股+15.59% | 加仓 |
| IiShares安硕信托ITOT |
| 1.32% | 1.3% | $190.4万 | 1.2万股 | $165.8万 | 1.2万股 | +32股+0.28% | 加仓 |
 微软MSFT |
| 1.32% | 1.51% | $189.8万 | 5,088股 | $192.1万 | 5,200股 | -112股-2.15% | 减仓 |
| I景顺QQQ信托VOO |
| 1.11% | 0.94% | $158.9万 | 2,158股 | $119.8万 | 2,051股 | +107股+5.22% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.98% | 1.24% | $141.3万 | 2.4万股 | $158.0万 | 2.7万股 | -2,678股-10.06% | 减仓 |
 雷神技术RTX |
| 0.98% | 1.13% | $140.8万 | 7,423股 | $144.3万 | 7,410股 | +13股+0.18% | 加仓 |
 亚马逊AMZN |
| 0.88% | 0.87% | $125.9万 | 5,281股 | $110.7万 | 5,256股 | +25股+0.48% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.85% | 1.21% | $122.8万 | 2.4万股 | $154.5万 | 3.1万股 | -6,530股-21.08% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.77% | 0.69% | $111.3万 | 3,673股 | $88.3万 | 3,669股 | +4股+0.11% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.76% | 1.07% | $109.2万 | 2.1万股 | $136.2万 | 3.0万股 | -8,847股-29.52% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.7% | 0.79% | $100.4万 | 2.4万股 | $100.5万 | 2.4万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.67% | 0.69% | $96.7万 | 2,300股 | $87.7万 | 2,300股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.61% | 0.58% | $87.9万 | 1.5万股 | $74.0万 | 1.3万股 | +2,424股+19.11% | 加仓 |
 AMD超威AMD |
| 0.61% | 0.25% | $87.2万 | 1,501股 | $31.5万 | 1,500股 | +1股+0.07% | 加仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.56% | $83.7万 | 1,219股 | $70.8万 | 1,175股 | +44股+3.74% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.56% | 0.54% | $80.6万 | 2.8万股 | $69.2万 | 2.6万股 | +1,939股+7.50% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.56% | 0.88% | $80.3万 | 1,576股 | $111.5万 | 1,600股 | -24股-1.50% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.56% | 0.56% | $80.1万 | 1.0万股 | $71.6万 | 7,590股 | +2,491股+32.82% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.64% | $74.0万 | 6,535股 | $81.5万 | 6,534股 | +1股+0.02% | 加仓 |
 博通AVGO |
| 0.5% | 0.47% | $71.7万 | 1,897股 | $59.5万 | 1,897股 | 00.00% | 持仓不变 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.48% | 0.74% | $69.0万 | 2.3万股 | $94.0万 | 3.1万股 | -8,582股-27.57% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.44% | 0.48% | $63.0万 | 1.2万股 | $61.4万 | 1.2万股 | +153股+1.33% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.43% | 0.44% | $61.5万 | 8,635股 | $55.6万 | 8,540股 | +95股+1.11% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.42% | 0.44% | $61.0万 | 1.7万股 | $56.4万 | 1.6万股 | +172股+1.05% | 加仓 |
| IiShares安硕信托IVV |
| 0.42% | 0.42% | $60.9万 | 813股 | $53.4万 | 811股 | +2股+0.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.17% | $60.7万 | 813股 | $21.0万 | 321股 | +492股+153.27% | 加仓 |
 Meta平台META |
| 0.42% | 0.48% | $60.3万 | 1,070股 | $60.5万 | 1,045股 | +25股+2.39% | 加仓 |
 摩根大通JPM |
| 0.39% | 0.39% | $55.4万 | 1,693股 | $50.0万 | 1,693股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.41% | $55.2万 | 1,103股 | $51.9万 | 1,086股 | +17股+1.57% | 加仓 |
| S嘉信·USSCHP |
| 0.38% | 0.43% | $54.7万 | 2.1万股 | $54.3万 | 2.0万股 | +211股+1.03% | 加仓 |
 辉瑞PFE |
| 0.37% | 0.5% | $53.8万 | 2.2万股 | $63.9万 | 2.2万股 | -43股-0.19% | 减仓 |
 雪佛龙CVX |
| 0.37% | 0.5% | $53.6万 | 3,231股 | $63.3万 | 3,206股 | +25股+0.78% | 加仓 |
 AVANTIS INTLNGG |
| 0.37% | 0.38% | $53.5万 | 5,995股 | $48.6万 | 5,642股 | +353股+6.26% | 加仓 |
