| G通用动力VTI |
| 13.85% | 13.8% | $2,136.2万 | 5.8万股 | $1,974.1万 | 6.2万股 | -3,806股-6.19% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 11.73% | 10.57% | $1,808.5万 | 21.9万股 | $1,512.2万 | 3.7万股 | +18.2万股+490.16% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 11.56% | 11.26% | $1,782.8万 | 40.2万股 | $1,610.0万 | 41.4万股 | -1.2万股-2.99% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 10.66% | 10.43% | $1,643.0万 | 39.4万股 | $1,492.0万 | 40.6万股 | -1.2万股-3.00% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.56% | 5.84% | $857.0万 | 20.8万股 | $835.5万 | 21.4万股 | -6,689股-3.12% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.13% | 5.26% | $790.9万 | 11.1万股 | $752.6万 | 11.7万股 | -6,443股-5.49% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.98% | 5.01% | $767.3万 | 20.8万股 | $715.8万 | 21.1万股 | -2,443股-1.16% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 2.76% | 2.72% | $425.5万 | 18.1万股 | $389.3万 | 16.9万股 | +1.1万股+6.79% | 加仓 |
| V先锋领航·TOTALBND |
| 2.72% | 3.56% | $420.1万 | 5.7万股 | $508.9万 | 6.9万股 | -1.2万股-17.19% | 减仓 |
 苹果AAPL |
| 2.02% | 1.62% | $311.1万 | 1.1万股 | $231.6万 | 9,126股 | +1,624股+17.80% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.69% | 1.62% | $260.3万 | 6.4万股 | $231.3万 | 6.7万股 | -2,877股-4.30% | 减仓 |
| V先锋领航指数基金VOO |
| 1.43% | 1.34% | $220.8万 | 3,215股 | $191.7万 | 3,209股 | +6股+0.19% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.28% | 1.32% | $197.9万 | 3.3万股 | $188.4万 | 3.5万股 | -1,707股-4.90% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.25% | 1.57% | $192.2万 | 4.1万股 | $224.8万 | 4.8万股 | -6,823股-14.25% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.09% | 1.12% | $168.4万 | 3,366股 | $160.8万 | 3,355股 | +11股+0.33% | 加仓 |
 微软MSFT |
| 1.03% | 1.14% | $158.5万 | 4,248股 | $163.6万 | 4,420股 | -172股-3.89% | 减仓 |
| TTRUST FOR PROFESSIONAL MANAGJGRW |
| 1.02% | 0.95% | $156.7万 | 5.8万股 | $135.8万 | 5.6万股 | +1,927股+3.45% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.95% | 0.93% | $146.4万 | 1.7万股 | $132.6万 | 1.7万股 | -71股-0.41% | 减仓 |
| V先锋领航指数基金VB |
| 0.8% | 0.77% | $123.3万 | 4,068股 | $109.9万 | 4,196股 | -128股-3.05% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.73% | 0.94% | $112.7万 | 1.4万股 | $134.0万 | 1.4万股 | -270股-1.87% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.73% | 0.87% | $112.5万 | 1.9万股 | $124.6万 | 2.1万股 | -1,956股-9.19% | 减仓 |
 摩根大通JPM |
| 0.56% | 0.54% | $86.4万 | 2,639股 | $77.6万 | 2,637股 | +2股+0.08% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.49% | 0.63% | $76.1万 | 1.4万股 | $90.5万 | 1.6万股 | -2,569股-15.70% | 减仓 |
| IIBMIBM |
| 0.46% | 0.45% | $71.3万 | 2,536股 | $64.5万 | 2,662股 | -126股-4.73% | 减仓 |
| V先锋领航全球基金MGV |
| 0.42% | 0.4% | $64.3万 | 3,937股 | $57.4万 | 3,959股 | -22股-0.56% | 减仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 0.39% | 0.84% | $60.7万 | 6,427股 | $120.4万 | 1.5万股 | -8,614股-57.27% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.39% | 0.35% | $59.7万 | 6,791股 | $49.9万 | 1,358股 | +5,433股+400.07% | 加仓 |
 卡特彼勒CAT |
| 0.36% | 0.26% | $55.7万 | 523股 | $37.2万 | 525股 | -2股-0.38% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.31% | $52.8万 | 1,493股 | $44.1万 | 1,536股 | -43股-2.80% | 减仓 |
 思科CSCO |
| 0.32% | 0.23% | $49.8万 | 4,237股 | $33.2万 | 4,273股 | -36股-0.84% | 减仓 |
| V先锋领航指数基金VUG |
| 0.29% | 0.26% | $44.0万 | 5,113股 | $37.2万 | 852股 | +4,261股+500.12% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.37% | $42.1万 | 3,083股 | $52.3万 | 3,080股 | +3股+0.10% | 加仓 |
| IiShares安硕信托ITOT |
| 0.27% | 0.25% | $41.8万 | 2,544股 | $36.1万 | 2,538股 | +6股+0.24% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.27% | 0.24% | $40.9万 | 1,663股 | $34.6万 | 1,663股 | 00.00% | 持仓不变 |
 RADIANRDN |
| 0.26% | 0.25% | $40.5万 | 1.1万股 | $35.6万 | 1.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.25% | 0.22% | $37.9万 | 1,591股 | $31.5万 | 1,513股 | +78股+5.16% | 加仓 |
 谷歌AGOOGL |
| 0.23% | 0.19% | $36.0万 | 1,006股 | $26.8万 | 931股 | +75股+8.06% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.22% | 0.22% | $33.2万 | 2,184股 | $31.9万 | 2,183股 | +1股+0.05% | 加仓 |
 PPL COMPPL |
| 0.21% | 0.24% | $33.0万 | 9,071股 | $34.7万 | 9,071股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.21% | 0.19% | $31.7万 | 450股 | $27.8万 | 450股 | 00.00% | 持仓不变 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.2% | 0.25% | $30.1万 | 3,874股 | $35.2万 | 3,874股 | 00.00% | 持仓不变 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.19% | 0.2% | $29.1万 | 3,582股 | $29.0万 | 3,582股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.18% | 0.2% | $27.5万 | 3,129股 | $29.1万 | 3,129股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.17% | 0.16% | $26.8万 | 1,066股 | $23.2万 | 1,066股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.17% | 0.18% | $26.1万 | 2,640股 | $25.9万 | 2,614股 | +26股+0.99% | 加仓 |
| V先锋领航指数基金VBK |
| 0.15% | 0.14% | $23.8万 | 650股 | $19.6万 | 650股 | 00.00% | 持仓不变 |
 哈特福德·INSURANCEHIG |
| 0.15% | 0.17% | $23.5万 | 1,772股 | $24.0万 | 1,772股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.15% | 0.22% | $22.5万 | 1,122股 | $31.5万 | 1,807股 | -685股-37.91% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.14% | 0.13% | $21.5万 | 886股 | $19.2万 | 882股 | +4股+0.45% | 加仓 |
 道明尼能源D |
| 0.14% | 0.13% | $21.0万 | 3,074股 | $18.9万 | 3,058股 | +16股+0.52% | 加仓 |
