| DDimensional维度ETF信托DCOR |
| 18.83% | — | $1.62亿 | 197.8万股 | $0 | 0股 | +197.8万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 17.36% | 37.48% | $1.49亿 | 180.9万股 | $5,076.2万 | 53.4万股 | +127.5万股+238.99% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 9.63% | — | $8,296.0万 | 222.7万股 | $0 | 0股 | +222.7万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 9.5% | — | $8,178.8万 | 38.4万股 | $0 | 0股 | +38.4万股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 8.83% | 13.37% | $7,606.0万 | 48.5万股 | $1,811.4万 | 24.6万股 | +23.9万股+97.20% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 7.97% | — | $6,864.7万 | 83.4万股 | $0 | 0股 | +83.4万股 | 新买入 |
| JJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFBBHY |
| 3.45% | — | $2,969.2万 | 64.4万股 | $0 | 0股 | +64.4万股 | 新买入 |
| IiShares安硕信托GVI |
| 2.63% | 8.85% | $2,265.8万 | 21.1万股 | $1,198.2万 | 10.4万股 | +10.7万股+102.78% | 加仓 |
| IiShares安硕信托EMB |
| 2.35% | 6.91% | $2,028.2万 | 21.0万股 | $935.8万 | 8.6万股 | +12.5万股+145.45% | 加仓 |
 英伟达NVDA |
| 1.27% | — | $1,095.9万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 苹果AAPL |
| 1.26% | — | $1,088.7万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 谷歌AGOOGL |
| 1.22% | 0.68% | $1,050.0万 | 2.9万股 | $92.3万 | 651股 | +2.9万股+4,413.06% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.98% | 3.32% | $840.3万 | 5.4万股 | $449.5万 | 6.0万股 | -6,554股-10.91% | 减仓 |
 微软MSFT |
| 0.74% | 0.8% | $637.7万 | 1.7万股 | $108.1万 | 5,309股 | +1.2万股+222.02% | 加仓 |
 亚马逊AMZN |
| 0.74% | 0.83% | $633.1万 | 2.7万股 | $112.6万 | 408股 | +2.6万股+6,410.78% | 加仓 |
 礼来LLY |
| 0.6% | 0.79% | $514.9万 | 4,293股 | $106.9万 | 6,514股 | -2,221股-34.10% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.57% | — | $486.8万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| G通用动力VTI |
| 0.55% | — | $477.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| VVanEck ETF信托HYD |
| 0.52% | 2.15% | $448.8万 | 8.7万股 | $291.5万 | 4.9万股 | +3.8万股+77.18% | 加仓 |
 AMD超威AMD |
| 0.48% | — | $410.8万 | 7,072股 | $0 | 0股 | +7,072股 | 新买入 |
 博通AVGO |
| 0.46% | — | $396.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 摩根大通JPM |
| 0.41% | — | $350.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.51% | $326.6万 | 6,527股 | $68.7万 | 3,848股 | +2,679股+69.62% | 加仓 |
| V先锋领航指数基金VUG |
| 0.36% | 1.12% | $311.9万 | 3.6万股 | $151.9万 | 7,518股 | +2.9万股+381.67% | 加仓 |
 Meta平台META |
| 0.34% | 0.57% | $294.3万 | 5,225股 | $76.7万 | 3,380股 | +1,845股+54.59% | 加仓 |
 VisaV |
| 0.33% | 0.66% | $287.2万 | 8,371股 | $89.9万 | 4,652股 | +3,719股+79.94% | 加仓 |
 特斯拉TSLA |
| 0.31% | — | $266.0万 | 6,325股 | $0 | 0股 | +6,325股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.3% | — | $258.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| AALPS·EQUAL SECTOR WEIGHT ETFEQL |
| 0.3% | 1.11% | $257.8万 | 5.1万股 | $150.6万 | 2.1万股 | +3.0万股+147.02% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.29% | — | $248.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 好市多COST |
| 0.28% | 0.7% | $237.0万 | 2,533股 | $94.6万 | 3,121股 | -588股-18.84% | 减仓 |
| BBANK OF AMERBAC |
| 0.25% | 0.49% | $213.2万 | 3.7万股 | $66.4万 | 2.8万股 | +9,462股+33.85% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.23% | — | $199.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 雪佛龙CVX |
| 0.21% | 0.54% | $179.1万 | 1.1万股 | $73.0万 | 8,178股 | +2,627股+32.12% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.19% | — | $161.2万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 艺康ECL |
| 0.18% | 0.61% | $157.9万 | 5,668股 | $82.2万 | 4,133股 | +1,535股+37.14% | 加仓 |
 PALO ALTOPANW |
| 0.18% | — | $152.8万 | 4,481股 | $0 | 0股 | +4,481股 | 新买入 |
 强生JNJ |
| 0.18% | — | $152.2万 | 5,992股 | $0 | 0股 | +5,992股 | 新买入 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.17% | 0.67% | $150.7万 | 2,885股 | $90.2万 | 3,499股 | -614股-17.55% | 减仓 |
 宝洁PG |
| 0.17% | 0.65% | $144.2万 | 9,831股 | $87.7万 | 7,334股 | +2,497股+34.05% | 加仓 |
 联合健康UNH |
| 0.17% | 0.68% | $143.5万 | 3,452股 | $92.3万 | 3,131股 | +321股+10.25% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.17% | — | $142.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 沃尔玛WMT |
| 0.17% | — | $142.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 ELECTROMED INC COMELMD |
| 0.16% | — | $138.0万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 埃克森美孚XOM |
| 0.15% | 0.22% | $125.6万 | 9,186股 | $29.9万 | 6,675股 | +2,511股+37.62% | 加仓 |
| FFASTENAL COMFAST |
| 0.14% | — | $124.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 艾伯维ABBV |
| 0.14% | — | $119.9万 | 4,766股 | $0 | 0股 | +4,766股 | 新买入 |
| J摩根大通交易所交易基金JMUB |
| 0.14% | — | $118.2万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 LOWES COS COMLOW |
| 0.14% | 0.75% | $117.7万 | 5,340股 | $101.8万 | 7,532股 | -2,192股-29.10% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.13% | 0.43% | $110.4万 | 2.0万股 | $58.8万 | 5,429股 | +1.5万股+276.52% | 加仓 |
