| V先锋领航指数基金VOO |
| 16.45% | 16.81% | $3,031.0万 | 4.4万股 | $2,680.8万 | 4.5万股 | -731股-1.63% | 减仓 |
| V先锋领航·FTSEVEA |
| 11.83% | 11.73% | $2,179.2万 | 30.6万股 | $1,870.8万 | 29.2万股 | +1.4万股+4.76% | 加仓 |
| V先锋领航全球基金ESGV |
| 6.61% | 6.4% | $1,218.3万 | 9.2万股 | $1,020.8万 | 9.1万股 | +1,209股+1.33% | 加仓 |
| AAvantis·U SAVUV |
| 5.11% | 4.95% | $940.8万 | 7.5万股 | $789.3万 | 7.1万股 | +3,959股+5.54% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 4.81% | 4.71% | $886.5万 | 21.2万股 | $750.6万 | 20.4万股 | +8,240股+4.04% | 加仓 |
| V先锋领航全球基金VSGX |
| 4.11% | 3.92% | $756.7万 | 9.2万股 | $625.0万 | 8.7万股 | +4,772股+5.48% | 加仓 |
| V先锋领航指数基金VXF |
| 3.98% | 3.36% | $734.2万 | 3.0万股 | $536.5万 | 2.6万股 | +3,751股+14.39% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.27% | 3.13% | $602.2万 | 10.1万股 | $499.3万 | 9.2万股 | +8,503股+9.20% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.25% | 3.28% | $599.5万 | 11.6万股 | $523.3万 | 11.6万股 | +18股+0.02% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.03% | 3.2% | $558.2万 | 11.0万股 | $510.9万 | 10.2万股 | +7,955股+7.77% | 加仓 |
 苹果AAPL |
| 2.71% | 2.67% | $499.0万 | 1.7万股 | $425.9万 | 1.7万股 | +462股+2.75% | 加仓 |
| IiShares安硕信托GVI |
| 2.22% | 2.55% | $408.8万 | 3.8万股 | $407.2万 | 3.8万股 | +164股+0.43% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 2.21% | 2.55% | $407.5万 | 4.0万股 | $406.9万 | 4.0万股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2% | 1.91% | $368.2万 | 9.2万股 | $304.5万 | 9.0万股 | +1,631股+1.81% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.95% | 2.04% | $359.4万 | 10.5万股 | $324.8万 | 10.1万股 | +4,507股+4.47% | 加仓 |
 微软MSFT |
| 1.75% | 1.99% | $322.6万 | 8,647股 | $318.0万 | 8,591股 | +56股+0.65% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.69% | 1.74% | $311.2万 | 7.5万股 | $277.6万 | 7.1万股 | +4,180股+5.87% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.66% | 1.82% | $306.2万 | 3.0万股 | $289.7万 | 2.9万股 | +703股+2.42% | 加仓 |
 iShares安硕信托FITB |
| 1.16% | 1.2% | $214.3万 | 4.1万股 | $191.8万 | 4.2万股 | -1,174股-2.78% | 减仓 |
| V先锋领航指数基金VB |
| 1.12% | 1.15% | $207.1万 | 6,831股 | $182.8万 | 6,979股 | -148股-2.12% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.93% | 0.78% | $171.9万 | 1.3万股 | $124.2万 | 1.1万股 | +2,250股+20.14% | 加仓 |
| S道富SPAB |
| 0.88% | 0.94% | $161.5万 | 6.3万股 | $150.7万 | 5.9万股 | +4,488股+7.63% | 加仓 |
 卡特彼勒CAT |
| 0.85% | 0.64% | $155.8万 | 1,463股 | $101.9万 | 1,439股 | +24股+1.67% | 加仓 |
 好市多COST |
| 0.84% | 1.08% | $154.8万 | 1,655股 | $171.6万 | 1,722股 | -67股-3.89% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.79% | 0.82% | $145.3万 | 3.0万股 | $130.1万 | 2.7万股 | +2,928股+10.82% | 加仓 |
 台积电TSM |
| 0.76% | 0.62% | $140.7万 | 2,947股 | $99.6万 | 2,947股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.69% | 0.84% | $126.9万 | 3.8万股 | $134.5万 | 3.5万股 | +3,116股+8.90% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.69% | 0.72% | $126.4万 | 2.4万股 | $114.7万 | 2.4万股 | -51股-0.21% | 减仓 |
 亚马逊AMZN |
| 0.67% | 0.65% | $122.8万 | 5,153股 | $103.5万 | 4,970股 | +183股+3.68% | 加仓 |
 应用材料AMAT |
| 0.67% | 0.36% | $122.8万 | 1,698股 | $57.5万 | 1,683股 | +15股+0.89% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 0.59% | $120.3万 | 3,367股 | $94.1万 | 3,272股 | +95股+2.90% | 加仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 0.64% | 0.82% | $117.0万 | 9.8万股 | $130.0万 | 8.2万股 | +1.6万股+19.84% | 加仓 |
 美国合众银行USB |
| 0.49% | 0.72% | $89.6万 | 1.5万股 | $114.6万 | 2.2万股 | -7,204股-32.69% | 减仓 |
| A美国世纪ETF信托AVRE |
| 0.48% | 0.5% | $89.3万 | 1.9万股 | $80.4万 | 1.8万股 | +585股+3.20% | 加仓 |
| IiShares安硕信托IVV |
| 0.4% | — | $73.3万 | 979股 | $0 | 0股 | +979股 | 新买入 |
 英伟达NVDA |
| 0.39% | 0.29% | $72.1万 | 3,604股 | $46.7万 | 2,679股 | +925股+34.53% | 加仓 |
 达美航空DAL |
| 0.39% | 0.32% | $71.2万 | 7,599股 | $50.5万 | 7,594股 | +5股+0.07% | 加仓 |
| S道富SPHY |
| 0.34% | 0.26% | $62.5万 | 2.7万股 | $40.9万 | 1.8万股 | +9,149股+52.18% | 加仓 |
| V先锋领航指数基金VUG |
| 0.33% | 0.33% | $61.6万 | 7,154股 | $52.1万 | 1,192股 | +5,962股+500.17% | 加仓 |
 摩根大通JPM |
| 0.33% | 0.33% | $61.3万 | 1,873股 | $52.3万 | 1,779股 | +94股+5.28% | 加仓 |
 思科CSCO |
| 0.32% | 0.24% | $59.4万 | 5,059股 | $38.1万 | 4,915股 | +144股+2.93% | 加仓 |
| G通用动力VTI |
| 0.31% | 0.31% | $56.5万 | 1,527股 | $49.0万 | 1,527股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.3% | 0.34% | $56.2万 | 2,198股 | $53.5万 | 2,192股 | +6股+0.27% | 加仓 |
 Meta平台META |
| 0.29% | 0.32% | $53.6万 | 951股 | $50.6万 | 885股 | +66股+7.46% | 加仓 |
 星巴克SBUX |
| 0.27% | 0.28% | $49.7万 | 4,868股 | $44.2万 | 4,938股 | -70股-1.42% | 减仓 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 0.27% | 0.29% | $49.4万 | 1.7万股 | $45.6万 | 1.6万股 | +1,314股+8.37% | 加仓 |
| TTERADYNETER |
| 0.26% | 0.19% | $48.7万 | 1,006股 | $29.8万 | 1,005股 | +1股+0.10% | 加仓 |
| V先锋领航·MIDVO |
| 0.26% | 0.28% | $47.7万 | 5,919股 | $45.4万 | 1,582股 | +4,337股+274.15% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.25% | 0.25% | $45.2万 | 1.0万股 | $39.6万 | 1.0万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.24% | 0.2% | $44.5万 | 371股 | $31.1万 | 339股 | +32股+9.44% | 加仓 |
