| DDimensional维度ETF信托DFAC |
| 8.72% | — | $1.76亿 | 397.8万股 | $0 | 0股 | +397.8万股 | 新买入 |
| V先锋领航·INSTL INDEX FDVBIL |
| 7.54% | — | $1.53亿 | 201.5万股 | $0 | 0股 | +201.5万股 | 新买入 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 5.36% | — | $1.09亿 | 359.9万股 | $0 | 0股 | +359.9万股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.95% | — | $1.00亿 | 121.8万股 | $0 | 0股 | +121.8万股 | 新买入 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 4.14% | — | $8,381.0万 | 227.5万股 | $0 | 0股 | +227.5万股 | 新买入 |
 苹果AAPL |
| 3.86% | — | $7,809.7万 | 27.0万股 | $0 | 0股 | +27.0万股 | 新买入 |
| DDimensional维度ETF信托DFIV |
| 3.82% | — | $7,728.6万 | 143.1万股 | $0 | 0股 | +143.1万股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.77% | — | $7,622.5万 | 93.0万股 | $0 | 0股 | +93.0万股 | 新买入 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.76% | — | $7,619.2万 | 109.0万股 | $0 | 0股 | +109.0万股 | 新买入 |
| DDimensional维度·USDFUV |
| 3.58% | — | $7,247.1万 | 131.7万股 | $0 | 0股 | +131.7万股 | 新买入 |
| G通用动力VTI |
| 3.02% | — | $6,118.0万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 谷歌AGOOGL |
| 2.98% | — | $6,023.3万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.55% | — | $5,156.0万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| DDimensional维度ETF信托DFIS |
| 2.48% | — | $5,009.5万 | 143.0万股 | $0 | 0股 | +143.0万股 | 新买入 |
| DDimensional维度ETF信托DISV |
| 2.4% | — | $4,858.8万 | 121.1万股 | $0 | 0股 | +121.1万股 | 新买入 |
| DDimensional维度ETF信托DFSV |
| 2.22% | — | $4,500.2万 | 116.0万股 | $0 | 0股 | +116.0万股 | 新买入 |
| V先锋领航指数基金VOO |
| 2.16% | — | $4,366.9万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| DDimensional维度ETF信托DFIC |
| 1.48% | — | $2,999.6万 | 80.5万股 | $0 | 0股 | +80.5万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.35% | — | $2,741.4万 | 66.5万股 | $0 | 0股 | +66.5万股 | 新买入 |
| DDimensional维度ETF信托DFEV |
| 1.22% | — | $2,473.1万 | 58.0万股 | $0 | 0股 | +58.0万股 | 新买入 |
| DDimensional维度ETF信托DFEM |
| 1.2% | — | $2,437.4万 | 60.0万股 | $0 | 0股 | +60.0万股 | 新买入 |
| DDimensional维度ETF信托DFLV |
| 1.19% | — | $2,417.7万 | 61.1万股 | $0 | 0股 | +61.1万股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 1.07% | — | $2,160.3万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 0.82% | — | $1,664.3万 | 32.9万股 | $0 | 0股 | +32.9万股 | 新买入 |
| DDimensional维度ETF信托DFGR |
| 0.82% | — | $1,663.9万 | 57.4万股 | $0 | 0股 | +57.4万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.78% | — | $1,577.3万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.52% | — | $1,062.1万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 微软MSFT |
| 0.48% | — | $968.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | — | $954.1万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 英伟达NVDA |
| 0.46% | — | $940.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.45% | — | $917.1万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 思科CSCO |
| 0.44% | — | $888.3万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| AAMEREN COMDHS |
| 0.43% | — | $866.8万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.42% | — | $842.5万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
| IiShares安硕·RUSSELLIWB |
| 0.42% | — | $840.8万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 亚马逊AMZN |
| 0.4% | — | $800.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 AMD超威AMD |
| 0.37% | — | $748.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| EEA SERIES TRUSTBSVO |
| 0.37% | — | $743.0万 | 25.5万股 | $0 | 0股 | +25.5万股 | 新买入 |
| AALARM COMALRM |
| 0.35% | — | $716.8万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.35% | — | $698.7万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.34% | — | $695.6万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| WWisdomTree信托DLS |
| 0.34% | — | $684.7万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| V先锋领航债券指数基金VUSB |
| 0.34% | — | $681.3万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.26% | — | $526.2万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| V先锋领航指数基金VV |
| 0.26% | — | $518.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| V先锋领航指数基金VB |
| 0.26% | — | $516.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.25% | — | $506.1万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| IiShares白银信托SLV |
| 0.24% | — | $479.4万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| V先锋领航指数基金VNQ |
| 0.23% | — | $464.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| AAvantis·U SAVUV |
| 0.23% | — | $459.8万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
