| S嘉信·USSCHX |
| 12.15% | 12.66% | $1,629.2万 | 55.4万股 | $1,355.1万 | 52.9万股 | +2.5万股+4.74% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 11.85% | 13.86% | $1,588.5万 | 68.7万股 | $1,483.3万 | 63.9万股 | +4.8万股+7.51% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 9.86% | 11.75% | $1,321.7万 | 54.8万股 | $1,257.1万 | 51.8万股 | +3.0万股+5.71% | 加仓 |
| S嘉信策略信托SCHF |
| 9.15% | 9.94% | $1,227.0万 | 44.3万股 | $1,064.1万 | 43.0万股 | +1.3万股+3.03% | 加仓 |
| S嘉信·USSCHA |
| 7.58% | 7.4% | $1,015.8万 | 28.1万股 | $791.6万 | 27.2万股 | +8,938股+3.28% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6.62% | 7.34% | $887.1万 | 20.0万股 | $786.0万 | 20.2万股 | -2,281股-1.13% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 6.59% | 6.82% | $883.3万 | 25.4万股 | $730.2万 | 23.9万股 | +1.4万股+5.99% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 6.14% | 6.56% | $823.8万 | 7.6万股 | $702.3万 | 7.4万股 | +1,248股+1.68% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 4.96% | 5.88% | $665.6万 | 13.8万股 | $629.5万 | 13.5万股 | +3,641股+2.70% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 4.26% | 5.29% | $571.2万 | 13.5万股 | $565.8万 | 13.4万股 | +1,323股+0.99% | 加仓 |
 苹果AAPL |
| 3.86% | 1.22% | $517.5万 | 1.8万股 | $130.8万 | 5,153股 | +1.3万股+247.08% | 加仓 |
| S嘉信策略信托SCHE |
| 2.77% | 3.04% | $372.0万 | 10.3万股 | $325.3万 | 9.9万股 | +3,845股+3.89% | 加仓 |
 特斯拉TSLA |
| 1.93% | — | $259.0万 | 6,159股 | $0 | 0股 | +6,159股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.49% | 1.81% | $199.1万 | 4.8万股 | $193.4万 | 5.0万股 | -1,372股-2.76% | 减仓 |
| G通用动力VTI |
| 1.06% | 1.15% | $142.1万 | 3,840股 | $122.7万 | 3,824股 | +16股+0.42% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.9% | 1.03% | $120.0万 | 3.3万股 | $110.5万 | 3.3万股 | +59股+0.18% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.88% | — | $118.1万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.7% | 0.8% | $94.0万 | 2.3万股 | $85.9万 | 2.5万股 | -1,977股-7.80% | 减仓 |
| IiShares安硕信托SGOV |
| 0.68% | 0.63% | $91.2万 | 9,062股 | $67.4万 | 6,696股 | +2,366股+35.33% | 加仓 |
| V先锋领航指数基金VOO |
| 0.64% | — | $85.4万 | 1,160股 | $0 | 0股 | +1,160股 | 新买入 |
 英伟达NVDA |
| 0.64% | 0.52% | $85.4万 | 4,266股 | $56.2万 | 3,220股 | +1,046股+32.48% | 加仓 |
| IiShares安硕信托IVV |
| 0.56% | — | $74.9万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.53% | — | $71.0万 | 4,852股 | $0 | 0股 | +4,852股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.51% | 0.54% | $69.0万 | 4,654股 | $57.9万 | 4,654股 | 00.00% | 持仓不变 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 0.36% | 0.42% | $48.2万 | 1.8万股 | $45.5万 | 1.9万股 | -799股-4.16% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.32% | — | $43.0万 | 2,718股 | $0 | 0股 | +2,718股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.32% | — | $42.4万 | 5,954股 | $0 | 0股 | +5,954股 | 新买入 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.3% | — | $39.8万 | 5,317股 | $0 | 0股 | +5,317股 | 新买入 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.24% | — | $31.9万 | 1,444股 | $0 | 0股 | +1,444股 | 新买入 |
 Meta平台META |
| 0.22% | 0.25% | $29.6万 | 525股 | $26.7万 | 467股 | +58股+12.42% | 加仓 |
| AAT&TT |
| 0.2% | — | $27.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕IEMG |
| 0.19% | — | $26.0万 | 3,135股 | $0 | 0股 | +3,135股 | 新买入 |
| V先锋领航·MALVERN FDSVTIP |
| 0.19% | 0.24% | $25.6万 | 5,096股 | $25.4万 | 5,094股 | +2股+0.04% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.18% | — | $24.7万 | 3,167股 | $0 | 0股 | +3,167股 | 新买入 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.18% | 0.19% | $24.1万 | 6,341股 | $20.6万 | 6,341股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | — | $23.1万 | 620股 | $0 | 0股 | +620股 | 新买入 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.17% | 0.21% | $22.8万 | 9,857股 | $22.9万 | 9,857股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDT |
| 0.17% | 0.21% | $22.5万 | 8,910股 | $22.6万 | 8,910股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | — | $22.3万 | 445股 | $0 | 0股 | +445股 | 新买入 |
 亚马逊AMZN |
| 0.16% | — | $22.0万 | 924股 | $0 | 0股 | +924股 | 新买入 |
| S嘉信策略信托SCHM |
| 0.16% | — | $21.7万 | 5,895股 | $0 | 0股 | +5,895股 | 新买入 |
