| IiShares安硕信托IVV |
| 12.92% | 13.5% | $1,729.1万 | 2.3万股 | $1,555.0万 | 2.4万股 | -1,257股-5.13% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 10.99% | 10.87% | $1,471.2万 | 35.8万股 | $1,252.9万 | 33.1万股 | +2.6万股+8.00% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 9.87% | 9.63% | $1,321.3万 | 31.9万股 | $1,109.9万 | 31.0万股 | +9,376股+3.03% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.06% | 7.59% | $944.3万 | 13.3万股 | $874.7万 | 14.1万股 | -7,867股-5.58% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 6.6% | 5.91% | $883.7万 | 22.3万股 | $680.5万 | 20.8万股 | +1.5万股+7.13% | 加仓 |
 苹果AAPL |
| 5.77% | 5.81% | $772.1万 | 2.7万股 | $669.8万 | 2.7万股 | +243股+0.89% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.57% | 4.5% | $744.8万 | 9.2万股 | $518.9万 | 7.5万股 | +1.6万股+21.66% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.73% | 3.36% | $499.4万 | 6.1万股 | $387.1万 | 5.6万股 | +5,018股+8.97% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.34% | 3.64% | $447.4万 | 12.2万股 | $419.9万 | 12.7万股 | -5,280股-4.14% | 减仓 |
| V先锋领航指数基金VNQ |
| 3.16% | 3.67% | $423.3万 | 4.3万股 | $422.3万 | 4.8万股 | -5,223股-10.80% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.03% | 3.4% | $405.3万 | 6.8万股 | $391.8万 | 7.5万股 | -6,256股-8.37% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 2.71% | 2.55% | $362.7万 | 8.6万股 | $293.7万 | 7.0万股 | +1.6万股+22.60% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 2.69% | 3.01% | $360.4万 | 7.1万股 | $346.3万 | 6.8万股 | +2,650股+3.88% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.26% | 2.42% | $302.0万 | 1.0万股 | $278.7万 | 1.2万股 | -1,529股-13.15% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 2.16% | 2.14% | $289.2万 | 7,117股 | $246.7万 | 7,117股 | 00.00% | 持仓不变 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.12% | 1.78% | $283.7万 | 10.7万股 | $205.1万 | 8.8万股 | +1.8万股+20.98% | 加仓 |
 亚马逊AMZN |
| 1.37% | 1.32% | $183.3万 | 7,633股 | $152.3万 | 7,578股 | +55股+0.73% | 加仓 |
 英伟达NVDA |
| 1.16% | 1.13% | $155.7万 | 7,986股 | $130.5万 | 7,899股 | +87股+1.10% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.79% | 0.85% | $105.2万 | 1.2万股 | $97.4万 | 1.2万股 | -256股-2.10% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.74% | 0.71% | $99.1万 | 8,197股 | $81.2万 | 8,396股 | -199股-2.37% | 减仓 |
 NETFLIXNFLX |
| 0.67% | 1.02% | $89.8万 | 1.2万股 | $117.6万 | 1.3万股 | -475股-3.76% | 减仓 |
 埃克森美孚XOM |
| 0.65% | 0.95% | $87.4万 | 6,421股 | $109.5万 | 6,387股 | +34股+0.53% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.64% | 0.63% | $85.6万 | 3,868股 | $73.0万 | 3,951股 | -83股-2.10% | 减仓 |
 思科CSCO |
| 0.63% | 0.48% | $83.9万 | 7,129股 | $54.9万 | 7,129股 | 00.00% | 持仓不变 |
 SABINE RTY TR UNIT BEN INTSBR |
| 0.57% | 0.69% | $76.0万 | 1.0万股 | $79.8万 | 1.0万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.52% | 0.71% | $68.9万 | 4,091股 | $82.0万 | 3,893股 | +198股+5.09% | 加仓 |
 NUVEEN CALIF AMT FREE MUNI INC COMNKX |
| 0.5% | 0.55% | $67.5万 | 5.4万股 | $63.5万 | 5.4万股 | +42股+0.08% | 加仓 |
 Arista网络ANET |
| 0.49% | 0.4% | $65.6万 | 3,997股 | $46.2万 | 3,981股 | +16股+0.40% | 加仓 |
 强生JNJ |
| 0.49% | 0.51% | $65.5万 | 2,533股 | $58.6万 | 2,415股 | +118股+4.89% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.47% | 0.59% | $63.1万 | 375股 | $67.5万 | 417股 | -42股-10.07% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.44% | 0.43% | $58.3万 | 836股 | $50.1万 | 836股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.37% | 0.33% | $49.4万 | 682股 | $37.8万 | 678股 | +4股+0.59% | 加仓 |
 谷歌AGOOGL |
| 0.36% | 0.31% | $48.4万 | 1,369股 | $36.1万 | 1,321股 | +48股+3.63% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.36% | 0.37% | $48.2万 | 4,706股 | $42.4万 | 4,583股 | +123股+2.68% | 加仓 |
 GE航空GE |
| 0.36% | 0.3% | $47.9万 | 1,282股 | $35.0万 | 1,282股 | 00.00% | 持仓不变 |
 卡梅科CCJ |
| 0.33% | 0.38% | $44.0万 | 4,250股 | $43.7万 | 4,250股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.33% | 0.28% | $43.5万 | 1,321股 | $32.8万 | 1,157股 | +164股+14.17% | 加仓 |
| IiShares安硕信托ITOT |
| 0.3% | 0.28% | $40.0万 | 2,463股 | $32.8万 | 2,388股 | +75股+3.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.38% | $40.0万 | 806股 | $43.5万 | 916股 | -110股-12.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.25% | $38.7万 | 1,103股 | $29.3万 | 1,072股 | +31股+2.89% | 加仓 |
 微软MSFT |
| 0.28% | 0.35% | $37.5万 | 1,017股 | $40.5万 | 1,129股 | -112股-9.92% | 减仓 |
 GE VernovaGEV |
| 0.25% | 0.21% | $33.1万 | 300股 | $24.5万 | 300股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.23% | 0.23% | $31.1万 | 756股 | $26.5万 | 746股 | +10股+1.34% | 加仓 |
 Meta平台META |
| 0.22% | 0.24% | $29.7万 | 528股 | $27.8万 | 519股 | +9股+1.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.22% | $29.7万 | 400股 | $25.2万 | 399股 | +1股+0.25% | 加仓 |
| TTCW ETF TRUSTVOTE |
| 0.21% | 0.21% | $28.7万 | 3,289股 | $23.7万 | 3,200股 | +89股+2.78% | 加仓 |
 礼来LLY |
| 0.2% | — | $26.5万 | 216股 | $0 | 0股 | +216股 | 新买入 |
| MMANHATTAN BRDG CAPLOAN |
| 0.19% | 0.3% | $25.4万 | 5.1万股 | $34.7万 | 8.7万股 | -3.6万股-41.52% | 减仓 |
 万事达MA |
| 0.19% | 0.21% | $25.2万 | 495股 | $24.5万 | 495股 | 00.00% | 持仓不变 |
| IiShares安硕ESGE |
| 0.17% | — | $23.4万 | 4,336股 | $0 | 0股 | +4,336股 | 新买入 |
