| IiShares安硕信托ITOT |
| 30.3% | 28.47% | $2,863.3万 | 17.4万股 | $2,407.3万 | 16.9万股 | +5,289股+3.13% | 加仓 |
| IiShares安硕信托IDEV |
| 12.03% | 12.22% | $1,136.9万 | 12.8万股 | $1,033.1万 | 12.4万股 | +4,113股+3.33% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 10.55% | 11.34% | $996.8万 | 16.9万股 | $958.7万 | 16.1万股 | +8,009股+4.97% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 6.38% | 6.01% | $602.6万 | 14.8万股 | $508.2万 | 14.7万股 | +1,180股+0.80% | 加仓 |
| EEA SERIES TRUSTBSVO |
| 6.28% | 5.99% | $593.0万 | 20.3万股 | $506.6万 | 20.0万股 | +3,443股+1.72% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 5.86% | 6.34% | $553.9万 | 5.4万股 | $535.6万 | 5.4万股 | +117股+0.22% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 5.38% | 5.79% | $508.7万 | 10.7万股 | $489.8万 | 10.2万股 | +4,241股+4.15% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4.16% | 4.5% | $392.8万 | 7.8万股 | $380.5万 | 7.6万股 | +2,029股+2.66% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3% | 3.06% | $283.1万 | 5.2万股 | $258.6万 | 4.9万股 | +3,416股+6.97% | 加仓 |
 苹果AAPL |
| 1.78% | 1.73% | $168.6万 | 5,826股 | $146.4万 | 5,770股 | +56股+0.97% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.46% | 1.17% | $137.7万 | 1.7万股 | $99.3万 | 1.4万股 | +2,809股+20.07% | 加仓 |
| IiShares安硕信托IUSV |
| 1.44% | 1.49% | $135.9万 | 1.2万股 | $126.2万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 1.21% | 0.95% | $114.6万 | 2.1万股 | $80.2万 | 1.7万股 | +4,285股+25.90% | 加仓 |
 英伟达NVDA |
| 1.18% | 1.17% | $111.6万 | 5,578股 | $98.6万 | 5,651股 | -73股-1.29% | 减仓 |
 亚马逊AMZN |
| 0.84% | 0.72% | $79.7万 | 3,345股 | $60.9万 | 2,926股 | +419股+14.32% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.78% | 0.58% | $73.9万 | 8,977股 | $48.9万 | 6,875股 | +2,102股+30.57% | 加仓 |
 微软MSFT |
| 0.71% | 0.78% | $66.9万 | 1,794股 | $65.9万 | 1,781股 | +13股+0.73% | 加仓 |
| IiShares安硕信托IVW |
| 0.68% | 0.67% | $63.8万 | 4,638股 | $56.5万 | 4,999股 | -361股-7.22% | 减仓 |
 谷歌AGOOGL |
| 0.65% | 0.59% | $61.7万 | 1,727股 | $49.7万 | 1,728股 | -1股-0.06% | 减仓 |
 艾伯维ABBV |
| 0.61% | 0.6% | $57.7万 | 2,294股 | $50.5万 | 2,322股 | -28股-1.21% | 减仓 |
| IiShares安硕信托IQLT |
| 0.47% | 0.49% | $44.8万 | 9,033股 | $41.6万 | 9,006股 | +27股+0.30% | 加仓 |
 Meta平台META |
| 0.45% | 0.51% | $43.0万 | 763股 | $43.5万 | 760股 | +3股+0.39% | 加仓 |
| IiShares安硕IEMG |
| 0.37% | 0.37% | $35.2万 | 4,252股 | $31.3万 | 4,481股 | -229股-5.11% | 减仓 |
| AAT&TT |
| 0.37% | 0.48% | $34.6万 | 1.7万股 | $40.3万 | 1.4万股 | +2,778股+19.97% | 加仓 |
 摩根大通JPM |
| 0.36% | 0.36% | $34.2万 | 1,044股 | $30.7万 | 1,044股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.36% | 0.34% | $33.6万 | 2,703股 | $28.8万 | 676股 | +2,027股+299.85% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.32% | 0.35% | $30.5万 | 1,343股 | $29.6万 | 1,401股 | -58股-4.14% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.34% | $29.9万 | 597股 | $28.7万 | 599股 | -2股-0.33% | 减仓 |
 康宁GLW |
| 0.3% | 0.18% | $28.6万 | 1,119股 | $15.2万 | 1,119股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.27% | 0.28% | $25.8万 | 3,692股 | $23.3万 | 3,732股 | -40股-1.07% | 减仓 |
| G通用动力VTI |
| 0.23% | — | $21.4万 | 578股 | $0 | 0股 | +578股 | 新买入 |
 高盛GS |
| 0.22% | 0.21% | $21.2万 | 210股 | $17.7万 | 210股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.22% | 0.28% | $20.8万 | 1,523股 | $23.6万 | 1,392股 | +131股+9.41% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.22% | — | $20.8万 | 878股 | $0 | 0股 | +878股 | 新买入 |
 西部数据WDC |
| 0.22% | — | $20.8万 | 325股 | $0 | 0股 | +325股 | 新买入 |
