| IiShares安硕信托SGOV |
| 11.93% | 12.33% | $1,924.8万 | 19.1万股 | $1,755.9万 | 17.5万股 | +1.7万股+9.63% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 7.88% | 7.63% | $1,272.0万 | 31.8万股 | $1,086.8万 | 29.1万股 | +2.7万股+9.33% | 加仓 |
| V先锋领航指数基金VOO |
| 7.86% | 7.75% | $1,269.1万 | 1.9万股 | $1,103.2万 | 1.7万股 | +1,532股+8.99% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 6.29% | 6.1% | $1,015.9万 | 25.7万股 | $869.4万 | 23.4万股 | +2.3万股+9.78% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 5.53% | 5.96% | $893.2万 | 2.7万股 | $848.4万 | 2.7万股 | -49股-0.18% | 减仓 |
| IiShares安硕信托AGG |
| 4.93% | 5.07% | $796.2万 | 8.1万股 | $721.9万 | 7.3万股 | +8,502股+11.71% | 加仓 |
| G通用动力VTI |
| 4.01% | 4.33% | $647.4万 | 1.8万股 | $616.8万 | 1.8万股 | -95股-0.54% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.72% | 3.78% | $600.0万 | 7.4万股 | $537.9万 | 7.0万股 | +3,984股+5.69% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.5% | 3.44% | $564.1万 | 15.1万股 | $490.0万 | 13.2万股 | +1.9万股+14.17% | 加仓 |
 苹果AAPL |
| 3.06% | 2.79% | $493.6万 | 1.5万股 | $398.1万 | 1.5万股 | -166股-1.11% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.01% | 3.23% | $485.4万 | 8.7万股 | $460.0万 | 8.5万股 | +2,553股+3.02% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.86% | 2.86% | $460.9万 | 11.2万股 | $408.0万 | 10.0万股 | +1.2万股+12.24% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.45% | 2.19% | $394.8万 | 4.9万股 | $311.3万 | 4.1万股 | +8,066股+19.90% | 加仓 |
| DDimensional维度·USDFUV |
| 2.13% | 2.26% | $343.7万 | 6.3万股 | $322.5万 | 6.3万股 | -642股-1.01% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 2.12% | 2.13% | $341.4万 | 4.2万股 | $303.6万 | 3.8万股 | +3,766股+9.89% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.53% | 1.49% | $247.7万 | 3.5万股 | $212.8万 | 3.2万股 | +3,009股+9.38% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.47% | 1.59% | $237.4万 | 2.0万股 | $227.2万 | 2.1万股 | -263股-1.27% | 减仓 |
 宝洁PG |
| 1.3% | 1.3% | $209.9万 | 1.4万股 | $184.9万 | 1.3万股 | +1,000股+7.70% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.3% | 1.37% | $209.6万 | 3.9万股 | $194.6万 | 3.9万股 | +2股+0.01% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.27% | 1.27% | $205.1万 | 2.9万股 | $181.1万 | 2.7万股 | +2,719股+10.18% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.17% | 1.33% | $189.3万 | 5.0万股 | $189.2万 | 5.0万股 | +62股+0.12% | 加仓 |
 微软MSFT |
| 0.97% | 1.18% | $156.6万 | 3,975股 | $168.6万 | 3,975股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.94% | 1.04% | $151.2万 | 2.1万股 | $147.7万 | 2.0万股 | +739股+3.69% | 加仓 |
| IiShares安硕信托SHV |
| 0.76% | 0.73% | $122.3万 | 1.1万股 | $104.5万 | 9,475股 | +1,619股+17.09% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.75% | 0.83% | $121.3万 | 1.0万股 | $117.9万 | 1.1万股 | -424股-3.99% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.72% | 0.79% | $116.8万 | 2.6万股 | $112.6万 | 2.7万股 | -460股-1.71% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.71% | 0.76% | $114.7万 | 1.5万股 | $108.7万 | 1.4万股 | +866股+6.32% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.71% | 0.7% | $113.8万 | 2.3万股 | $99.6万 | 2.0万股 | +2,930股+14.82% | 加仓 |
 卡特彼勒CAT |
| 0.69% | — | $111.4万 | 1,266股 | $0 | 0股 | +1,266股 | 新买入 |
 南方电力SO |
| 0.67% | 0.7% | $108.7万 | 1.1万股 | $99.0万 | 1.1万股 | +640股+5.94% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.67% | 0.56% | $107.4万 | 1.4万股 | $79.6万 | 1.0万股 | +3,675股+36.20% | 加仓 |
 SERVISFIRST BANCSHARESSFBS |
| 0.63% | 0.65% | $102.4万 | 1.2万股 | $93.2万 | 1.2万股 | -12股-0.10% | 减仓 |
 沃尔玛WMT |
| 0.52% | 0.39% | $83.3万 | 7,290股 | $55.6万 | 4,290股 | +3,000股+69.93% | 加仓 |
 英伟达NVDA |
| 0.49% | 0.55% | $79.6万 | 3,925股 | $78.5万 | 3,925股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.46% | 0.17% | $74.8万 | 2,192股 | $23.7万 | 757股 | +1,435股+189.56% | 加仓 |
 礼来LLY |
| 0.46% | 0.43% | $74.7万 | 633股 | $60.5万 | 670股 | -37股-5.52% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.46% | 0.44% | $74.0万 | 1.8万股 | $62.1万 | 1.5万股 | +2,633股+17.26% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.45% | $68.2万 | 918股 | $64.6万 | 918股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.4% | 0.4% | $64.0万 | 1,882股 | $56.8万 | 1,880股 | +2股+0.11% | 加仓 |
| IiShares安硕信托REET |
| 0.39% | 0.32% | $63.6万 | 2.2万股 | $45.6万 | 1.7万股 | +5,463股+32.42% | 加仓 |
 Vulcan材料VMC |
| 0.39% | 0.45% | $63.5万 | 2,202股 | $64.0万 | 2,202股 | 00.00% | 持仓不变 |
| S道富SLYG |
| 0.39% | 0.41% | $62.9万 | 5,458股 | $58.3万 | 5,498股 | -40股-0.73% | 减仓 |
 可口可乐KO |
| 0.36% | 0.37% | $57.4万 | 7,038股 | $52.6万 | 7,038股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.35% | 0.39% | $56.8万 | 3,031股 | $55.8万 | 3,000股 | +31股+1.03% | 加仓 |
 Globe LifeGL |
| 0.34% | 0.31% | $54.9万 | 2,971股 | $44.8万 | 2,971股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.33% | 0.37% | $53.1万 | 4,721股 | $52.2万 | 4,758股 | -37股-0.78% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.32% | 0.37% | $52.1万 | 1.4万股 | $53.0万 | 1.5万股 | -265股-1.80% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.32% | 0.33% | $51.0万 | 9,385股 | $47.5万 | 9,451股 | -66股-0.70% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.29% | — | $46.1万 | 2,179股 | $0 | 0股 | +2,179股 | 新买入 |
 3M COMMMM |
| 0.28% | 0.29% | $45.3万 | 2,836股 | $41.6万 | 2,800股 | +36股+1.29% | 加仓 |
