| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 8.73% | 8.2% | $1,336.6万 | 36.3万股 | $1,022.8万 | 30.1万股 | +6.2万股+20.49% | 加仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 7.06% | 6.04% | $1,081.1万 | 30.8万股 | $754.0万 | 23.7万股 | +7.1万股+29.81% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 3.72% | 3.4% | $570.0万 | 12.1万股 | $424.8万 | 9.0万股 | +3.1万股+34.59% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 3.63% | 4.02% | $555.7万 | 10.1万股 | $501.7万 | 9.1万股 | +1.0万股+11.10% | 加仓 |
 苹果AAPL |
| 3.56% | 3.57% | $544.8万 | 1.9万股 | $445.7万 | 1.8万股 | +1,265股+7.20% | 加仓 |
 英伟达NVDA |
| 3.43% | 3.05% | $525.4万 | 2.6万股 | $380.6万 | 2.2万股 | +4,434股+20.32% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 2.94% | 4.03% | $449.3万 | 6股 | $502.7万 | 7股 | -1股-14.29% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.78% | 3.05% | $426.0万 | 5.0万股 | $380.8万 | 4.9万股 | +453股+0.92% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.7% | 2.92% | $413.7万 | 5.4万股 | $364.2万 | 4.7万股 | +6,503股+13.82% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.15% | 2.06% | $329.4万 | 3.4万股 | $256.6万 | 2.9万股 | +5,229股+18.07% | 加仓 |
 埃克森美孚XOM |
| 2.01% | 3% | $308.1万 | 2.3万股 | $374.8万 | 2.2万股 | +447股+2.02% | 加仓 |
 卡特彼勒CAT |
| 1.92% | 1.57% | $294.2万 | 2,763股 | $196.2万 | 2,769股 | -6股-0.22% | 减仓 |
| IiShares安硕信托USRT |
| 1.78% | 1.55% | $271.9万 | 4.1万股 | $193.0万 | 3.3万股 | +8,313股+25.50% | 加仓 |
 微软MSFT |
| 1.73% | 1.9% | $264.4万 | 7,088股 | $236.6万 | 6,393股 | +695股+10.87% | 加仓 |
 亚马逊AMZN |
| 1.69% | 1.65% | $258.5万 | 1.1万股 | $206.0万 | 9,891股 | +956股+9.67% | 加仓 |
 沃尔玛WMT |
| 1.64% | 2.05% | $250.4万 | 2.2万股 | $256.2万 | 2.1万股 | +1,495股+7.25% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.58% | 1.81% | $241.3万 | 2.3万股 | $225.3万 | 2.3万股 | +28股+0.12% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.52% | 1.41% | $232.4万 | 6,577股 | $176.0万 | 6,134股 | +443股+7.22% | 加仓 |
 博通AVGO |
| 1.44% | 1.41% | $220.9万 | 5,848股 | $175.5万 | 5,670股 | +178股+3.14% | 加仓 |
 谷歌AGOOGL |
| 1.44% | 1.27% | $220.5万 | 6,171股 | $158.4万 | 5,509股 | +662股+12.02% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.41% | 1.33% | $215.3万 | 2.7万股 | $165.9万 | 2.1万股 | +6,304股+30.12% | 加仓 |
| G通用动力VTI |
| 1.39% | 1.49% | $213.0万 | 5,757股 | $185.5万 | 5,782股 | -25股-0.43% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.37% | 0.94% | $210.3万 | 1.3万股 | $116.9万 | 7,896股 | +5,410股+68.52% | 加仓 |
| HHARBOR LONG-TERM GROWERSETFWINN |
| 1.2% | 1.04% | $183.9万 | 5.7万股 | $129.7万 | 4.7万股 | +9,866股+21.10% | 加仓 |
 美光科技MU |
| 1.19% | 0.37% | $181.9万 | 1,576股 | $46.6万 | 1,379股 | +197股+14.29% | 加仓 |
| V先锋领航·MIDVO |
| 1.13% | 0.94% | $172.4万 | 2.1万股 | $117.6万 | 4,096股 | +1.7万股+422.27% | 加仓 |
 特斯拉TSLA |
| 1% | 1.1% | $153.1万 | 3,640股 | $136.9万 | 3,683股 | -43股-1.17% | 减仓 |
 摩根大通JPM |
| 0.95% | 1.03% | $145.9万 | 4,458股 | $128.2万 | 4,358股 | +100股+2.29% | 加仓 |
 强生JNJ |
| 0.77% | 0.84% | $117.8万 | 4,637股 | $105.4万 | 4,311股 | +326股+7.56% | 加仓 |
| IiShares安硕·COREIJR |
| 0.75% | 0.9% | $115.1万 | 7,759股 | $112.0万 | 9,010股 | -1,251股-13.88% | 减仓 |
| IiShares安硕信托TLH |
| 0.75% | 0.48% | $114.1万 | 1.1万股 | $60.3万 | 5,984股 | +5,386股+90.01% | 加仓 |
 Meta平台META |
| 0.73% | 0.83% | $111.7万 | 1,983股 | $103.8万 | 1,814股 | +169股+9.32% | 加仓 |
| V先锋领航指数基金VUG |
| 0.67% | 0.56% | $103.1万 | 1.2万股 | $69.6万 | 1,593股 | +1.0万股+651.29% | 加仓 |
| IiShares安硕信托DGRO |
| 0.67% | 0.59% | $102.4万 | 1.4万股 | $73.9万 | 1.1万股 | +2,979股+28.29% | 加仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 0.65% | 0.52% | $99.5万 | 2.2万股 | $64.8万 | 1.5万股 | +6,114股+39.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.83% | $98.1万 | 1,960股 | $103.2万 | 2,153股 | -193股-8.96% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.63% | 0.54% | $96.6万 | 5,068股 | $67.4万 | 5,068股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.61% | 0.55% | $94.1万 | 8,014股 | $68.0万 | 8,768股 | -754股-8.60% | 减仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.58% | 0.6% | $89.1万 | 3.2万股 | $75.0万 | 2.8万股 | +4,620股+16.76% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.56% | 0.63% | $85.7万 | 1,219股 | $78.8万 | 1,277股 | -58股-4.54% | 减仓 |
 高盛GS |
| 0.54% | 0.53% | $82.2万 | 813股 | $66.0万 | 780股 | +33股+4.23% | 加仓 |
 礼来LLY |
| 0.54% | 0.43% | $82.2万 | 685股 | $53.9万 | 586股 | +99股+16.89% | 加仓 |
 VisaV |
| 0.53% | 0.51% | $81.7万 | 2,380股 | $64.0万 | 2,117股 | +263股+12.42% | 加仓 |
| BBANK OF AMERBAC |
| 0.53% | 0.52% | $80.8万 | 1.4万股 | $65.2万 | 1.3万股 | +796股+5.95% | 加仓 |
| S嘉信策略信托SCHF |
| 0.52% | 0.61% | $79.1万 | 2.9万股 | $76.1万 | 3.1万股 | -2,194股-7.14% | 减仓 |
| V先锋领航指数基金VB |
| 0.51% | 0.46% | $78.5万 | 2,589股 | $57.7万 | 2,204股 | +385股+17.47% | 加仓 |
 可口可乐KO |
| 0.46% | 0.37% | $69.8万 | 8,584股 | $45.8万 | 6,023股 | +2,561股+42.52% | 加仓 |
| DDimensional维度·USDFUV |
| 0.44% | 0.48% | $68.0万 | 1.2万股 | $59.9万 | 1.2万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.41% | 0.42% | $62.3万 | 2,217股 | $51.9万 | 2,143股 | +74股+3.45% | 加仓 |
| V先锋领航指数基金VOO |
| 0.4% | 0.41% | $61.1万 | 889股 | $51.3万 | 858股 | +31股+3.61% | 加仓 |
