| WWORLD GOLD TRGLD |
| 8.25% | 9.7% | $3,904.5万 | 49.2万股 | $4,350.4万 | 46.9万股 | +2.2万股+4.75% | 加仓 |
| V先锋领航指数基金VUG |
| 8.22% | 7.73% | $3,890.3万 | 45.2万股 | $3,464.7万 | 7.9万股 | +37.2万股+469.36% | 加仓 |
| DDimensional维度·USDFUV |
| 5.52% | 5.19% | $2,611.2万 | 47.5万股 | $2,327.7万 | 48.0万股 | -5,654股-1.18% | 减仓 |
| V先锋领航白厅基金VYMI |
| 4.29% | 4.57% | $2,031.7万 | 20.7万股 | $2,048.2万 | 21.7万股 | -1.0万股-4.81% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.2% | 2.84% | $1,512.6万 | 18.4万股 | $1,275.3万 | 17.9万股 | +4,407股+2.46% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.18% | 3.15% | $1,504.5万 | 40.4万股 | $1,412.6万 | 39.8万股 | +6,209股+1.56% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.15% | 2.74% | $1,490.4万 | 18.2万股 | $1,229.7万 | 17.3万股 | +8,473股+4.89% | 加仓 |
| V先锋领航指数基金VTV |
| 2.76% | 2.63% | $1,307.6万 | 6.0万股 | $1,179.0万 | 6.0万股 | -90股-0.15% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 2.37% | 2.13% | $1,119.9万 | 38.7万股 | $953.2万 | 35.9万股 | +2.8万股+7.79% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.31% | 2.08% | $1,095.1万 | 26.9万股 | $931.3万 | 27.0万股 | -100股-0.04% | 减仓 |
| V先锋领航全球基金VPU |
| 2.28% | 2.35% | $1,079.4万 | 5.5万股 | $1,055.3万 | 5.3万股 | +1,888股+3.54% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.1% | 1.99% | $995.7万 | 14.2万股 | $890.9万 | 14.3万股 | -214股-0.15% | 减仓 |
| V先锋领航市政债券基金VSDM |
| 2.08% | 1.98% | $986.3万 | 12.9万股 | $888.5万 | 11.6万股 | +1.2万股+10.51% | 加仓 |
 雪佛龙CVX |
| 1.99% | 2.64% | $940.0万 | 5.7万股 | $1,182.4万 | 5.7万股 | -438股-0.77% | 减仓 |
 默沙东MRK |
| 1.96% | 1.78% | $927.8万 | 7.2万股 | $799.7万 | 6.6万股 | +5,724股+8.61% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.92% | 1.87% | $910.7万 | 11.0万股 | $837.7万 | 11.4万股 | -3,538股-3.12% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.92% | 1.76% | $910.0万 | 24.7万股 | $789.4万 | 23.2万股 | +1.5万股+6.31% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.86% | 1.8% | $882.5万 | 12.4万股 | $807.5万 | 12.6万股 | -2,159股-1.71% | 减仓 |
 威瑞森VZ |
| 1.84% | 2.13% | $870.5万 | 20.6万股 | $953.8万 | 19.0万股 | +1.6万股+8.21% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.56% | 1.49% | $738.1万 | 3.0万股 | $669.0万 | 3.1万股 | -420股-1.36% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.46% | 1.41% | $690.2万 | 7.2万股 | $632.9万 | 7.1万股 | +231股+0.32% | 加仓 |
| IiShares黄金信托IAU |
| 1.43% | 1.79% | $675.2万 | 8.9万股 | $803.8万 | 9.1万股 | -1,761股-1.93% | 减仓 |
| V先锋领航指数基金VB |
| 1.42% | 1.48% | $671.8万 | 2.2万股 | $664.5万 | 2.5万股 | -3,205股-12.63% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.28% | 1.21% | $604.6万 | 15.6万股 | $543.0万 | 15.5万股 | +896股+0.58% | 加仓 |
| V先锋领航指数基金VOO |
| 1.26% | 1.15% | $597.1万 | 8,694股 | $514.4万 | 8,609股 | +85股+0.99% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.14% | 1.04% | $540.7万 | 13.7万股 | $464.4万 | 13.0万股 | +6,695股+5.15% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.01% | 1.05% | $476.3万 | 9.9万股 | $469.8万 | 9.8万股 | +523股+0.53% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.94% | 0.98% | $446.6万 | 18.5万股 | $439.1万 | 18.1万股 | +4,082股+2.26% | 加仓 |
 AMGEN COMAMGN |
| 0.94% | 1.1% | $442.6万 | 1.2万股 | $492.3万 | 1.4万股 | -1,768股-12.64% | 减仓 |
| IiShares安硕信托SHV |
| 0.92% | 1.26% | $434.1万 | 3.9万股 | $563.8万 | 5.1万股 | -1.2万股-22.98% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.88% | 0.91% | $415.7万 | 8.2万股 | $407.5万 | 8.2万股 | +521股+0.64% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 0.85% | $392.6万 | 6.6万股 | $379.0万 | 7.0万股 | -4,355股-6.21% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.77% | 0.75% | $363.7万 | 7.2万股 | $337.0万 | 7.4万股 | -1,640股-2.22% | 减仓 |
 强生JNJ |
| 0.76% | 1.21% | $357.7万 | 1.4万股 | $541.1万 | 2.2万股 | -8,052股-36.37% | 减仓 |
| S道富SPYV |
| 0.75% | 0.74% | $354.0万 | 5.8万股 | $331.8万 | 5.9万股 | -410股-0.70% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.68% | 0.71% | $320.6万 | 3.9万股 | $318.7万 | 3.9万股 | +267股+0.69% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.63% | 0.58% | $298.0万 | 10.3万股 | $258.2万 | 10.3万股 | +2股+0.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.61% | $284.1万 | 5,677股 | $272.0万 | 5,677股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.59% | 0.55% | $281.2万 | 3.2万股 | $247.2万 | 3.2万股 | -300股-0.93% | 减仓 |
| S嘉信·USSCHA |
| 0.58% | 0.5% | $272.5万 | 7.5万股 | $222.0万 | 7.6万股 | -915股-1.20% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.57% | 0.62% | $271.7万 | 3.3万股 | $279.3万 | 3.4万股 | -741股-2.19% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.57% | 0.66% | $267.8万 | 4.6万股 | $293.9万 | 5.0万股 | -4,201股-8.37% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.55% | 0.56% | $259.1万 | 3.3万股 | $253.2万 | 3.2万股 | +974股+3.02% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.54% | 0.62% | $254.9万 | 6.2万股 | $278.5万 | 7.1万股 | -9,670股-13.53% | 减仓 |
| S嘉信·USSCHX |
| 0.53% | 0.49% | $250.5万 | 8.5万股 | $218.3万 | 8.5万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.52% | 0.49% | $244.7万 | 6,612股 | $219.2万 | 6,833股 | -221股-3.23% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.48% | 0.42% | $228.7万 | 4.8万股 | $186.1万 | 3.9万股 | +9,034股+23.24% | 加仓 |
| IiShares安硕信托IVW |
| 0.47% | 0.41% | $221.0万 | 1.6万股 | $185.6万 | 1.6万股 | -340股-2.07% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.44% | 0.41% | $208.9万 | 4.0万股 | $182.5万 | 4.0万股 | -37股-0.09% | 减仓 |
| V先锋领航指数基金VV |
| 0.43% | 0.39% | $204.8万 | 5,955股 | $176.7万 | 5,912股 | +43股+0.73% | 加仓 |
