| V先锋领航指数基金VOO |
| 35.61% | — | $7,795.5万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| DDimensional维度ETF信托DFAU |
| 27.91% | — | $6,109.6万 | 149.9万股 | $0 | 0股 | +149.9万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 20.7% | — | $4,531.3万 | 102.1万股 | $0 | 0股 | +102.1万股 | 新买入 |
| IINFINITY NAT RESINR |
| 11.08% | — | $2,424.7万 | 186.5万股 | $0 | 0股 | +186.5万股 | 新买入 |
| G通用动力VTI |
| 0.88% | — | $193.1万 | 5,219股 | $0 | 0股 | +5,219股 | 新买入 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.82% | — | $178.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| V先锋领航市政债券基金VSDM |
| 0.59% | — | $128.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| V先锋领航·MALVERN FDSVCRB |
| 0.55% | — | $120.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| DDimensional维度·USDFUV |
| 0.37% | — | $80.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.32% | — | $69.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.23% | — | $49.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| DDimensional维度ETF信托DFGP |
| 0.18% | — | $39.9万 | 7,334股 | $0 | 0股 | +7,334股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.15% | — | $33.0万 | 895股 | $0 | 0股 | +895股 | 新买入 |
 苹果AAPL |
| 0.14% | — | $30.8万 | 1,065股 | $0 | 0股 | +1,065股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 0.14% | — | $30.1万 | 5,952股 | $0 | 0股 | +5,952股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.12% | — | $25.5万 | 341股 | $0 | 0股 | +341股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.11% | — | $24.6万 | 1,127股 | $0 | 0股 | +1,127股 | 新买入 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.11% | — | $24.0万 | 2,387股 | $0 | 0股 | +2,387股 | 新买入 |
