| V先锋领航斯科茨代尔基金VGIT |
| 8.08% | 8.78% | $960.1万 | 16.3万股 | $962.6万 | 16.2万股 | +1,142股+0.71% | 加仓 |
| DDimensional维度·USDFUV |
| 7.78% | 7.43% | $925.0万 | 16.8万股 | $814.9万 | 16.8万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 7.23% | 7.5% | $859.3万 | 18.0万股 | $823.0万 | 17.2万股 | +8,070股+4.69% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.37% | 4.44% | $519.8万 | 14.1万股 | $486.9万 | 14.3万股 | -2,243股-1.56% | 减仓 |
| IiShares安硕信托ITOT |
| 4.3% | 4.06% | $511.6万 | 3.1万股 | $445.4万 | 3.1万股 | -123股-0.39% | 减仓 |
| V先锋领航债券指数基金BSV |
| 4.29% | 4.91% | $510.1万 | 6.5万股 | $538.8万 | 6.9万股 | -3,241股-4.72% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.93% | 4.26% | $467.5万 | 9.3万股 | $467.6万 | 9.4万股 | -531股-0.57% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 3.86% | 3.68% | $458.6万 | 10.3万股 | $403.4万 | 10.4万股 | -428股-0.41% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.8% | 3.69% | $451.6万 | 6.5万股 | $404.5万 | 6.5万股 | -157股-0.24% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.08% | 2.88% | $366.0万 | 4.4万股 | $316.1万 | 4.4万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIV |
| 2.94% | 3.11% | $348.9万 | 6.5万股 | $340.9万 | 6.5万股 | +3股+0.00% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.57% | 2.69% | $306.0万 | 3.0万股 | $294.8万 | 3.0万股 | +171股+0.58% | 加仓 |
| IiShares安硕信托IDEV |
| 2.57% | 2.61% | $305.3万 | 3.4万股 | $286.0万 | 3.4万股 | +69股+0.20% | 加仓 |
| IiShares安硕信托GVI |
| 1.85% | 2.01% | $220.0万 | 2.1万股 | $220.0万 | 2.1万股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.78% | 1.67% | $211.5万 | 2.6万股 | $183.0万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEI |
| 1.58% | 1.76% | $188.0万 | 1.6万股 | $193.3万 | 1.6万股 | -291股-1.79% | 减仓 |
 BANK OZK LITTLE ROCK ARKOZK |
| 1.57% | 1.5% | $186.5万 | 3.6万股 | $164.3万 | 3.6万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.4% | 1.26% | $166.4万 | 4,497股 | $138.2万 | 4,307股 | +190股+4.41% | 加仓 |
| IiShares安硕IEMG |
| 1.34% | 1.25% | $159.1万 | 1.9万股 | $137.3万 | 2.0万股 | -470股-2.39% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.26% | 1.15% | $149.2万 | 3.7万股 | $126.3万 | 3.7万股 | +141股+0.39% | 加仓 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 1.22% | 1.38% | $145.4万 | 2.7万股 | $151.5万 | 2.8万股 | -738股-2.64% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.19% | 1.06% | $141.7万 | 1.6万股 | $116.5万 | 1.5万股 | +863股+5.85% | 加仓 |
 ROYAL BK CDA COMRY |
| 1.12% | 0.95% | $133.5万 | 6,450股 | $104.3万 | 6,450股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.09% | 1.03% | $129.9万 | 4,489股 | $112.9万 | 4,450股 | +39股+0.88% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 1.07% | 1.03% | $127.4万 | 4.4万股 | $113.0万 | 4.5万股 | -881股-1.98% | 减仓 |
 卡地纳健康CAH |
| 1.07% | 1.03% | $127.2万 | 5,354股 | $113.1万 | 5,354股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.96% | 0.99% | $114.6万 | 3.4万股 | $109.0万 | 3.4万股 | -230股-0.68% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.94% | 0.91% | $112.2万 | 1.6万股 | $99.4万 | 1.6万股 | +231股+1.49% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.94% | 1.03% | $112.0万 | 1.9万股 | $112.6万 | 1.9万股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.87% | 0.78% | $103.2万 | 1.8万股 | $85.1万 | 1.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.83% | 0.88% | $98.2万 | 2,633股 | $96.3万 | 2,601股 | +32股+1.23% | 加仓 |
| AAvantis·U SAVUV |
| 0.77% | 0.69% | $91.1万 | 7,303股 | $75.9万 | 6,867股 | +436股+6.35% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.76% | 0.71% | $89.9万 | 2.2万股 | $77.4万 | 2.1万股 | +471股+2.24% | 加仓 |
 LOWES COS COMLOW |
| 0.73% | 0.85% | $87.0万 | 3,948股 | $93.3万 | 3,948股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 0.69% | 0.66% | $82.4万 | 8,539股 | $72.2万 | 8,964股 | -425股-4.74% | 减仓 |
 万事达MA |
| 0.69% | 0.72% | $81.5万 | 1,586股 | $79.2万 | 1,586股 | 00.00% | 持仓不变 |
 OLD REP INTLORI |
| 0.6% | 0.63% | $71.4万 | 1.7万股 | $69.6万 | 1.7万股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.56% | 0.55% | $67.0万 | 1.3万股 | $60.7万 | 1.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.55% | 0.74% | $65.5万 | 4,789股 | $81.3万 | 4,789股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.4% | $58.2万 | 1,648股 | $43.9万 | 1,530股 | +118股+7.71% | 加仓 |
 REGIONS FINANCIAL NEW COMRF |
| 0.49% | 0.46% | $58.0万 | 1.9万股 | $50.1万 | 1.9万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.48% | 0.64% | $56.5万 | 3,411股 | $70.6万 | 3,411股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.48% | 0.41% | $56.5万 | 1,580股 | $45.4万 | 1,580股 | 00.00% | 持仓不变 |
| IiShares安硕信托IQLT |
| 0.47% | 0.47% | $56.4万 | 1.1万股 | $51.6万 | 1.1万股 | +240股+2.15% | 加仓 |
 迪尔DE |
| 0.47% | 0.45% | $55.8万 | 880股 | $49.6万 | 880股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.45% | 0.5% | $53.3万 | 2,391股 | $54.9万 | 2,391股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.44% | 0.43% | $51.9万 | 1,585股 | $46.6万 | 1,585股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 0.4% | 0.38% | $47.8万 | 1,447股 | $42.2万 | 1,447股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 0.4% | 0.37% | $47.0万 | 3,669股 | $40.8万 | 3,669股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.39% | 0.39% | $46.7万 | 7,826股 | $42.3万 | 7,826股 | 00.00% | 持仓不变 |
