| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 11.52% | 11.82% | $3,936.9万 | 48.0万股 | $3,317.6万 | 46.8万股 | +1.3万股+2.69% | 加仓 |
| SSPDR道富系列信托SPTM |
| 10.44% | 10.03% | $3,567.2万 | 39.3万股 | $2,814.5万 | 35.6万股 | +3.7万股+10.37% | 加仓 |
| S嘉信策略信托SCHF |
| 6.31% | 6.41% | $2,156.0万 | 77.8万股 | $1,798.9万 | 72.7万股 | +5.2万股+7.09% | 加仓 |
| V先锋领航指数基金VOO |
| 6.28% | 6.65% | $2,147.3万 | 3.1万股 | $1,865.1万 | 3.1万股 | +52股+0.17% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.55% | 6.02% | $1,895.4万 | 45.9万股 | $1,691.0万 | 43.4万股 | +2.5万股+5.87% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.97% | 3.14% | $1,356.0万 | 10.6万股 | $882.1万 | 7.9万股 | +2.7万股+33.44% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 3.44% | 3.8% | $1,175.7万 | 17.4万股 | $1,066.2万 | 16.7万股 | +7,136股+4.28% | 加仓 |
| I景顺·S&PSPHQ |
| 3.41% | 3.48% | $1,167.1万 | 13.0万股 | $977.4万 | 13.0万股 | -460股-0.35% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 2.93% | 3.07% | $1,001.7万 | 3.0万股 | $861.3万 | 2.9万股 | +388股+1.33% | 加仓 |
| SSSGA ACTIVE TRALLW |
| 2.55% | — | $871.4万 | 29.8万股 | $0 | 0股 | +29.8万股 | 新买入 |
 AVANTIS INTLNGG |
| 2.02% | 1.85% | $691.7万 | 7.8万股 | $520.1万 | 6.1万股 | +1.6万股+26.51% | 加仓 |
 苹果AAPL |
| 1.84% | 1.93% | $630.0万 | 2.2万股 | $541.3万 | 2.1万股 | +443股+2.08% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.8% | 1.88% | $615.8万 | 1.5万股 | $527.0万 | 1.5万股 | +257股+1.74% | 加仓 |
| V先锋领航指数基金VTV |
| 1.58% | 1.75% | $539.1万 | 2.5万股 | $491.5万 | 2.5万股 | -316股-1.26% | 减仓 |
 英伟达NVDA |
| 1.36% | 1.41% | $464.7万 | 2.3万股 | $394.5万 | 2.3万股 | +600股+2.65% | 加仓 |
| V先锋领航指数基金VB |
| 1.24% | 1.31% | $425.2万 | 1.4万股 | $366.6万 | 1.4万股 | +28股+0.20% | 加仓 |
| IiShares安硕信托ITOT |
| 1.06% | 1.12% | $363.7万 | 2.2万股 | $314.5万 | 2.2万股 | +56股+0.25% | 加仓 |
| I景顺QQQ信托QQQ |
| 1.03% | 0.97% | $351.0万 | 4,767股 | $271.0万 | 4,696股 | +71股+1.51% | 加仓 |
| IiShares安硕信托IEFA |
| 0.92% | 1.02% | $314.6万 | 3.3万股 | $286.8万 | 3.2万股 | +893股+2.82% | 加仓 |
 亚马逊AMZN |
| 0.89% | 0.92% | $305.6万 | 1.3万股 | $257.1万 | 1.2万股 | +477股+3.86% | 加仓 |
 谷歌AGOOGL |
| 0.88% | 0.81% | $300.9万 | 8,419股 | $226.0万 | 7,859股 | +560股+7.13% | 加仓 |
 微软MSFT |
| 0.84% | 0.99% | $287.6万 | 7,709股 | $279.1万 | 7,539股 | +170股+2.25% | 加仓 |
| IiShares安硕·COREIJR |
| 0.79% | 0.81% | $271.3万 | 1.8万股 | $226.2万 | 1.8万股 | +90股+0.49% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.78% | 0.96% | $266.9万 | 6.7万股 | $270.7万 | 5.8万股 | +8,738股+15.08% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.76% | 1.12% | $260.1万 | 5.5万股 | $313.8万 | 6.7万股 | -1.1万股-16.88% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.7% | 0.77% | $240.4万 | 3.4万股 | $215.1万 | 3.4万股 | +164股+0.49% | 加仓 |
| S嘉信·USSCHX |
| 0.6% | 0.63% | $203.5万 | 6.9万股 | $177.0万 | 6.9万股 | +120股+0.17% | 加仓 |
| VVictory组合IIJCPB |
| 0.57% | 0.78% | $193.4万 | 4.1万股 | $219.9万 | 4.7万股 | -5,478股-11.71% | 减仓 |
 博通AVGO |
| 0.52% | 0.5% | $179.1万 | 4,740股 | $141.5万 | 4,572股 | +168股+3.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.41% | $141.4万 | 4,003股 | $114.9万 | 4,005股 | -2股-0.05% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.4% | 0.42% | $138.4万 | 3.4万股 | $118.4万 | 3.5万股 | -559股-1.60% | 减仓 |
 美光科技MU |
| 0.4% | 0.12% | $136.2万 | 1,180股 | $32.9万 | 973股 | +207股+21.27% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.44% | $128.5万 | 2,568股 | $124.9万 | 2,606股 | -38股-1.46% | 减仓 |
| IiShares安硕信托IWV |
| 0.37% | 0.39% | $127.2万 | 2,983股 | $110.3万 | 2,976股 | +7股+0.24% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.37% | $126.9万 | 3,878股 | $104.7万 | 3,560股 | +318股+8.93% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.33% | 0.36% | $114.1万 | 5,202股 | $101.2万 | 5,277股 | -75股-1.42% | 减仓 |
 Meta平台META |
| 0.33% | 0.4% | $112.4万 | 1,996股 | $112.1万 | 1,959股 | +37股+1.89% | 加仓 |
| IiShares安硕IEMG |
| 0.33% | 0.33% | $112.0万 | 1.4万股 | $92.7万 | 1.3万股 | +231股+1.74% | 加仓 |
 特斯拉TSLA |
| 0.33% | 0.34% | $111.7万 | 2,655股 | $95.2万 | 2,561股 | +94股+3.67% | 加仓 |
 AMD超威AMD |
| 0.29% | 0.11% | $100.6万 | 1,731股 | $30.1万 | 1,479股 | +252股+17.04% | 加仓 |
 礼来LLY |
| 0.29% | 0.25% | $100.2万 | 835股 | $71.5万 | 777股 | +58股+7.46% | 加仓 |
 应用材料AMAT |
| 0.25% | 0.13% | $85.6万 | 1,184股 | $37.4万 | 1,094股 | +90股+8.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.26% | $85.1万 | 1,140股 | $74.0万 | 1,137股 | +3股+0.26% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.24% | 0.29% | $80.5万 | 3,544股 | $80.5万 | 3,812股 | -268股-7.03% | 减仓 |
| G通用动力VTI |
| 0.23% | 0.24% | $80.0万 | 2,162股 | $67.1万 | 2,090股 | +72股+3.44% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.23% | 0.27% | $78.7万 | 1.6万股 | $75.5万 | 1.5万股 | +676股+4.55% | 加仓 |
| DDimensional维度·USDFUV |
| 0.23% | 0.22% | $77.3万 | 1.4万股 | $60.4万 | 1.2万股 | +1,579股+12.66% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.22% | 0.25% | $75.7万 | 1.4万股 | $69.1万 | 1.3万股 | +909股+6.94% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.2% | 0.26% | $66.8万 | 1.2万股 | $73.9万 | 1.0万股 | +1,568股+15.19% | 加仓 |
 泛林集团LRCX |
| 0.2% | 0.12% | $66.7万 | 1,539股 | $33.9万 | 1,587股 | -48股-3.02% | 减仓 |
