| IiShares安硕·ESG OPTIMIZED MSCI USA ETFTOK |
| 5.06% | 6.74% | $8,090.3万 | 52.4万股 | $6,902.2万 | 52.2万股 | +1,831股+0.35% | 加仓 |
| IiShares安硕信托DMXF |
| 4.35% | 5.42% | $6,949.6万 | 82.2万股 | $5,552.8万 | 73.7万股 | +8.6万股+11.62% | 加仓 |
| IiShares安硕信托DSI |
| 3.94% | 4.86% | $6,299.0万 | 44.5万股 | $4,974.3万 | 41.3万股 | +3.2万股+7.79% | 加仓 |
| S嘉信·USSCHX |
| 3.44% | 4.64% | $5,500.5万 | 186.9万股 | $4,748.2万 | 185.2万股 | +1.7万股+0.93% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.33% | 2.38% | $5,321.1万 | 62.3万股 | $2,436.5万 | 31.6万股 | +30.7万股+97.00% | 加仓 |
| V先锋领航全球基金ESGV |
| 2.89% | 2.99% | $4,621.2万 | 34.9万股 | $3,064.4万 | 27.3万股 | +7.7万股+28.03% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 2.82% | — | $4,502.7万 | 49.2万股 | $0 | 0股 | +49.2万股 | 新买入 |
| V先锋领航全球基金VSGX |
| 2.49% | 3.36% | $3,980.2万 | 48.3万股 | $3,439.3万 | 47.9万股 | +3,908股+0.82% | 加仓 |
| V先锋领航指数基金VUG |
| 2.32% | — | $3,705.0万 | 43.0万股 | $0 | 0股 | +43.0万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.14% | — | $3,427.6万 | 83.1万股 | $0 | 0股 | +83.1万股 | 新买入 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.97% | 2.66% | $3,147.5万 | 67.1万股 | $2,726.5万 | 57.9万股 | +9.1万股+15.78% | 加仓 |
| V先锋领航指数基金VTV |
| 1.9% | — | $3,045.3万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.76% | 1.85% | $2,810.2万 | 3.8万股 | $1,893.2万 | 2.9万股 | +8,493股+29.18% | 加仓 |
| IiShares安硕信托IVV |
| 1.68% | 0.36% | $2,681.7万 | 3.6万股 | $366.9万 | 5,617股 | +3.0万股+537.51% | 加仓 |
| I景顺自营指数基金BSCU |
| 1.64% | 2.36% | $2,627.8万 | 157.9万股 | $2,421.9万 | 144.9万股 | +13.0万股+8.99% | 加仓 |
| I景顺自营指数基金BSCX |
| 1.58% | — | $2,533.4万 | 120.3万股 | $0 | 0股 | +120.3万股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.54% | 2.09% | $2,468.6万 | 85.2万股 | $2,143.3万 | 85.4万股 | -1,461股-0.17% | 减仓 |
| V先锋领航·TOTALBND |
| 1.29% | 1.79% | $2,060.0万 | 28.1万股 | $1,832.7万 | 24.9万股 | +3.2万股+12.75% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.21% | — | $1,940.5万 | 40.6万股 | $0 | 0股 | +40.6万股 | 新买入 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.16% | 1.72% | $1,855.4万 | 22.6万股 | $1,765.2万 | 22.5万股 | +418股+0.19% | 加仓 |
| S嘉信·USSCHA |
| 1.12% | 1.37% | $1,794.3万 | 49.7万股 | $1,407.1万 | 48.4万股 | +1.3万股+2.64% | 加仓 |
| S嘉信策略信托SCHM |
| 1.09% | 1.42% | $1,740.2万 | 47.2万股 | $1,451.5万 | 46.9万股 | +3,150股+0.67% | 加仓 |
| V先锋领航指数基金VV |
| 1.01% | 7.69% | $1,613.9万 | 4.8万股 | $7,880.1万 | 26.4万股 | -21.7万股-82.01% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1% | — | $1,601.6万 | 39.8万股 | $0 | 0股 | +39.8万股 | 新买入 |
 美光科技MU |
| 0.98% | 0.69% | $1,565.2万 | 1.4万股 | $706.9万 | 2.1万股 | -7,356股-35.17% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.92% | — | $1,476.2万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
| DDimensional维度ETF信托DFGX |
| 0.91% | — | $1,460.2万 | 27.2万股 | $0 | 0股 | +27.2万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.91% | 0.16% | $1,458.1万 | 20.5万股 | $161.8万 | 2.5万股 | +17.9万股+710.74% | 加仓 |
 英伟达NVDA |
| 0.91% | 1.14% | $1,450.6万 | 7.3万股 | $1,169.6万 | 6.7万股 | +5,437股+8.11% | 加仓 |
| S嘉信策略信托SCHF |
| 0.88% | 1.09% | $1,409.3万 | 50.9万股 | $1,119.2万 | 45.2万股 | +5.7万股+12.50% | 加仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 0.87% | 1.33% | $1,392.8万 | 29.8万股 | $1,364.7万 | 29.3万股 | +4,443股+1.51% | 加仓 |
| V先锋领航指数基金VB |
| 0.82% | 0.03% | $1,315.3万 | 4.3万股 | $31.0万 | 1,185股 | +4.2万股+3,561.86% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.77% | 0.72% | $1,231.4万 | 11.9万股 | $734.2万 | 7.6万股 | +4.3万股+56.83% | 加仓 |
| G通用动力VTI |
| 0.76% | 0.64% | $1,207.9万 | 3.3万股 | $659.7万 | 2.1万股 | +1.2万股+58.66% | 加仓 |
 苹果AAPL |
| 0.75% | 0.99% | $1,206.9万 | 4.2万股 | $1,011.4万 | 4.0万股 | +1,854股+4.65% | 加仓 |
 AMD超威AMD |
| 0.72% | 0.45% | $1,151.6万 | 2.0万股 | $459.7万 | 2.3万股 | -2,774股-12.28% | 减仓 |
 iShares安硕信托FITB |
| 0.72% | — | $1,151.0万 | 22.1万股 | $0 | 0股 | +22.1万股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.7% | 0.74% | $1,112.2万 | 35.1万股 | $758.0万 | 24.7万股 | +10.4万股+41.96% | 加仓 |
| DDimensional维度ETF信托DGCB |
| 0.69% | — | $1,103.7万 | 20.2万股 | $0 | 0股 | +20.2万股 | 新买入 |
| VVictory组合IIJCPB |
| 0.67% | 1.01% | $1,065.3万 | 22.7万股 | $1,034.9万 | 22.0万股 | +7,346股+3.34% | 加仓 |
 CrowdStrikeCRWD |
| 0.65% | 0.57% | $1,046.4万 | 1.4万股 | $582.9万 | 1.5万股 | -1,219股-8.16% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.78% | $973.1万 | 2.8万股 | $795.5万 | 2.8万股 | -189股-0.68% | 减仓 |
 亚马逊AMZN |
| 0.6% | 0.7% | $963.9万 | 4.0万股 | $721.1万 | 3.5万股 | +5,822股+16.82% | 加仓 |
 微软MSFT |
| 0.59% | 0.81% | $950.8万 | 2.5万股 | $824.7万 | 2.2万股 | +3,210股+14.41% | 加仓 |
 Meta平台META |
| 0.54% | 0.74% | $868.5万 | 1.5万股 | $753.0万 | 1.3万股 | +2,257股+17.15% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.52% | 0.65% | $830.0万 | 24.5万股 | $664.6万 | 22.8万股 | +1.7万股+7.51% | 加仓 |
 DatadogDDOG |
| 0.51% | 0.39% | $814.8万 | 3.1万股 | $400.1万 | 3.4万股 | -2,598股-7.67% | 减仓 |
| OONTO INNOVATIONONTO |
| 0.49% | 0.44% | $779.8万 | 2.1万股 | $450.5万 | 2.2万股 | -1,365股-6.21% | 减仓 |
 LumentumLITE |
| 0.47% | 0.64% | $754.3万 | 8,791股 | $652.4万 | 9,283股 | -492股-5.30% | 减仓 |
 摩根大通JPM |
| 0.47% | 0.6% | $750.7万 | 2.3万股 | $615.7万 | 2.1万股 | +2,002股+9.56% | 加仓 |
