| DDimensional维度ETF信托DFCF |
| 17.42% | 17.68% | $2.08亿 | 491.9万股 | $1.93亿 | 457.1万股 | +34.8万股+7.60% | 加仓 |
| A美国世纪ETF信托AVLV |
| 14.9% | 14.79% | $1.78亿 | 194.6万股 | $1.61亿 | 200.2万股 | -5.6万股-2.81% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 10.56% | 9.97% | $1.26亿 | 301.4万股 | $1.09亿 | 296.0万股 | +5.4万股+1.82% | 加仓 |
| IiShares安硕信托IGIB |
| 9.37% | 9.6% | $1.12亿 | 210.1万股 | $1.05亿 | 196.8万股 | +13.2万股+6.72% | 加仓 |
| V先锋领航指数基金VOO |
| 6.95% | 6.53% | $8,276.6万 | 12.1万股 | $7,132.8万 | 11.9万股 | +1,141股+0.96% | 加仓 |
| AAvantis·U SAVUV |
| 6.25% | 6.18% | $7,452.1万 | 59.7万股 | $6,748.4万 | 61.1万股 | -1.4万股-2.22% | 减仓 |
| V先锋领航债券指数基金BSV |
| 5.54% | 5.75% | $6,600.0万 | 84.7万股 | $6,273.2万 | 80.0万股 | +4.7万股+5.88% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.99% | 5.41% | $5,951.5万 | 110.2万股 | $5,910.2万 | 112.0万股 | -1.8万股-1.61% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.19% | 4.63% | $4,993.2万 | 48.5万股 | $5,049.8万 | 50.6万股 | -2.1万股-4.18% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.11% | 3.99% | $4,902.9万 | 121.9万股 | $4,350.5万 | 128.5万股 | -6.6万股-5.10% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 3.67% | 3.73% | $4,373.3万 | 128.2万股 | $4,069.3万 | 126.3万股 | +1.9万股+1.47% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.36% | 2.42% | $2,809.4万 | 55.5万股 | $2,639.6万 | 52.9万股 | +2.6万股+4.98% | 加仓 |
| DDimensional维度·USDFUV |
| 2.32% | 2.27% | $2,767.9万 | 50.3万股 | $2,473.1万 | 51.0万股 | -7,182股-1.41% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.63% | 0.64% | $747.7万 | 3.3万股 | $703.6万 | 3.3万股 | -393股-1.18% | 减仓 |
 苹果AAPL |
| 0.58% | 0.46% | $694.2万 | 2.4万股 | $501.1万 | 2.0万股 | +4,247股+21.51% | 加仓 |
| IiShares安硕信托IVV |
| 0.44% | 0.42% | $526.7万 | 7,033股 | $460.7万 | 7,053股 | -20股-0.28% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.39% | 0.42% | $467.8万 | 9.3万股 | $453.3万 | 9.1万股 | +2,391股+2.63% | 加仓 |
| IiShares安硕信托GVI |
| 0.33% | 0.36% | $394.9万 | 3.7万股 | $389.5万 | 3.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.3% | 0.25% | $351.8万 | 9,432股 | $269.0万 | 7,268股 | +2,164股+29.77% | 加仓 |
| V先锋领航指数基金VXF |
| 0.27% | 0.25% | $317.6万 | 1.3万股 | $271.8万 | 1.3万股 | -307股-2.32% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.27% | 0.25% | $315.8万 | 3.5万股 | $271.0万 | 3.4万股 | +503股+1.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.19% | $240.4万 | 3,219股 | $209.3万 | 3,219股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.19% | 0.19% | $230.3万 | 4.9万股 | $203.0万 | 4.9万股 | -15股-0.03% | 减仓 |
| IiShares安硕信托EFV |
| 0.19% | 0.2% | $228.1万 | 3.0万股 | $221.7万 | 3.0万股 | -21股-0.07% | 减仓 |
| G通用动力VTI |
| 0.18% | 0.13% | $218.6万 | 5,908股 | $144.6万 | 4,508股 | +1,400股+31.06% | 加仓 |
 好市多COST |
| 0.18% | 0.21% | $217.0万 | 2,319股 | $231.9万 | 2,327股 | -8股-0.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.11% | $209.7万 | 4,191股 | $119.1万 | 2,486股 | +1,705股+68.58% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.18% | 0.17% | $209.1万 | 2.5万股 | $180.6万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.13% | 0.13% | $158.2万 | 2.7万股 | $146.1万 | 2.7万股 | -525股-1.94% | 减仓 |
 特斯拉TSLA |
| 0.12% | 0.05% | $144.5万 | 3,436股 | $52.8万 | 1,419股 | +2,017股+142.14% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.12% | 0.12% | $143.1万 | 3.6万股 | $129.3万 | 3.6万股 | -7股-0.02% | 减仓 |
| V先锋领航·TOTALBND |
| 0.11% | 0.12% | $133.8万 | 1.8万股 | $128.8万 | 1.7万股 | +738股+4.22% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.11% | 0.11% | $130.1万 | 1.9万股 | $116.7万 | 1.9万股 | -66股-0.35% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.11% | 0.11% | $129.1万 | 2.6万股 | $119.7万 | 2.6万股 | -594股-2.27% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.1% | 0.1% | $120.8万 | 3.1万股 | $108.7万 | 3.1万股 | +125股+0.40% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.09% | 0.1% | $111.2万 | 1.4万股 | $106.3万 | 1.4万股 | -39股-0.29% | 减仓 |
| S道富SPYV |
| 0.09% | 0.1% | $109.5万 | 1.8万股 | $109.9万 | 1.9万股 | -1,399股-7.20% | 减仓 |
| IiShares安硕·COREIJR |
| 0.09% | 0.08% | $104.8万 | 7,068股 | $88.1万 | 7,088股 | -20股-0.28% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.09% | 0.09% | $104.2万 | 1.3万股 | $97.4万 | 1.2万股 | +840股+7.14% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.09% | 0.11% | $103.2万 | 2.1万股 | $121.4万 | 2.4万股 | -3,650股-14.97% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.08% | 0.07% | $97.7万 | 2,766股 | $78.1万 | 2,724股 | +42股+1.54% | 加仓 |
| V先锋领航指数基金VUG |
| 0.08% | 0.13% | $94.6万 | 1.1万股 | $146.8万 | 3,362股 | +7,617股+226.56% | 加仓 |
 亚马逊AMZN |
| 0.08% | 0.08% | $94.5万 | 3,966股 | $85.6万 | 4,109股 | -143股-3.48% | 减仓 |
| DDimensional维度ETF信托DFSI |
| 0.07% | 0.07% | $78.2万 | 1.7万股 | $72.9万 | 1.7万股 | +141股+0.82% | 加仓 |
 特灵科技TT |
| 0.06% | 0.06% | $74.7万 | 1,520股 | $63.3万 | 1,520股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSB |
| 0.06% | 0.06% | $69.8万 | 1.3万股 | $67.3万 | 1.3万股 | +382股+2.93% | 加仓 |
 埃克森美孚XOM |
| 0.05% | 0.07% | $63.2万 | 4,625股 | $76.4万 | 4,502股 | +123股+2.73% | 加仓 |
 直觉外科ISRG |
| 0.05% | 0.06% | $54.7万 | 1,375股 | $63.4万 | 1,375股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.05% | 0.06% | $54.5万 | 7,220股 | $63.7万 | 7,220股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.05% | 0.05% | $53.8万 | 5,183股 | $50.3万 | 5,183股 | 00.00% | 持仓不变 |
