| V先锋领航指数基金VOO |
| 7.72% | 7.23% | $2.45亿 | 35.7万股 | $2.01亿 | 33.6万股 | +2.1万股+6.35% | 加仓 |
| IiShares安硕信托IUSB |
| 6.95% | 7.76% | $2.21亿 | 478.8万股 | $2.15亿 | 466.4万股 | +12.4万股+2.65% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 6.83% | 6.93% | $2.17亿 | 489.3万股 | $1.92亿 | 495.2万股 | -5.9万股-1.19% | 减仓 |
| V先锋领航指数基金VV |
| 4.7% | 4.58% | $1.49亿 | 43.4万股 | $1.27亿 | 42.5万股 | +8,700股+2.05% | 加仓 |
| G通用动力VTI |
| 3.94% | 3.9% | $1.25亿 | 33.8万股 | $1.08亿 | 33.7万股 | +790股+0.23% | 加仓 |
| SSPDR道富指数基金SPDW |
| 3.63% | 3.66% | $1.15亿 | 229.1万股 | $1.02亿 | 222.5万股 | +6.6万股+2.96% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.01% | 2.78% | $9,568.5万 | 189.2万股 | $7,718.4万 | 154.7万股 | +34.5万股+22.28% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.68% | 2.93% | $8,517.2万 | 231.2万股 | $8,120.7万 | 239.1万股 | -7.9万股-3.29% | 减仓 |
| V先锋领航指数基金VXF |
| 1.84% | 1.68% | $5,846.5万 | 23.7万股 | $4,659.0万 | 22.6万股 | +1.1万股+4.89% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.83% | 2.03% | $5,828.9万 | 138.1万股 | $5,626.9万 | 133.3万股 | +4.8万股+3.61% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.69% | 1.88% | $5,382.9万 | 106.4万股 | $5,211.4万 | 104.1万股 | +2.2万股+2.15% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.6% | 1.52% | $5,101.0万 | 105.5万股 | $4,223.0万 | 88.1万股 | +17.4万股+19.78% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.53% | 1.61% | $4,879.2万 | 57.1万股 | $4,476.0万 | 58.0万股 | -9,736股-1.68% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.51% | 1.64% | $4,798.6万 | 180.9万股 | $4,543.9万 | 173.4万股 | +7.5万股+4.33% | 加仓 |
| MMAIN SECTOR ROTATION ETFSECT |
| 1.39% | 1.17% | $4,420.8万 | 61.3万股 | $3,252.2万 | 53.9万股 | +7.5万股+13.92% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.27% | 1.25% | $4,041.1万 | 78.0万股 | $3,479.4万 | 74.2万股 | +3.9万股+5.22% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.2% | 0.88% | $3,811.5万 | 56.0万股 | $2,447.5万 | 42.1万股 | +14.0万股+33.23% | 加仓 |
| ZZACKS TRUSTZECP |
| 1.15% | 0.99% | $3,655.5万 | 96.9万股 | $2,746.1万 | 81.2万股 | +15.7万股+19.32% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.03% | 1.01% | $3,271.4万 | 78.4万股 | $2,799.0万 | 76.1万股 | +2.2万股+2.95% | 加仓 |
 英伟达NVDA |
| 0.97% | 1% | $3,083.7万 | 15.4万股 | $2,777.6万 | 15.9万股 | -5,154股-3.24% | 减仓 |
| V先锋领航·MIDVO |
| 0.84% | 0.83% | $2,667.9万 | 33.1万股 | $2,299.8万 | 8.0万股 | +25.1万股+313.48% | 加仓 |
 苹果AAPL |
| 0.74% | 0.78% | $2,351.3万 | 8.1万股 | $2,152.8万 | 8.5万股 | -3,566股-4.20% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.72% | 0.79% | $2,278.6万 | 47.0万股 | $2,205.8万 | 45.9万股 | +1.1万股+2.49% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.63% | 0.63% | $2,008.0万 | 14.2万股 | $1,735.7万 | 13.9万股 | +2,811股+2.03% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.6% | 0.5% | $1,895.8万 | 10.0万股 | $1,375.4万 | 10.3万股 | -3,983股-3.85% | 减仓 |
| IiShares安硕信托ICSH |
| 0.6% | 1.14% | $1,893.5万 | 37.4万股 | $3,163.1万 | 62.5万股 | -25.1万股-40.14% | 减仓 |
 谷歌AGOOGL |
| 0.58% | 0.58% | $1,856.6万 | 5.2万股 | $1,623.0万 | 5.6万股 | -4,488股-7.95% | 减仓 |
 微软MSFT |
| 0.57% | 0.68% | $1,814.6万 | 4.9万股 | $1,899.2万 | 5.1万股 | -2,659股-5.18% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 0.53% | 0.58% | $1,697.5万 | 31.7万股 | $1,606.5万 | 30.6万股 | +1.0万股+3.41% | 加仓 |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 0.53% | 0.39% | $1,683.7万 | 37.7万股 | $1,095.4万 | 29.6万股 | +8.2万股+27.69% | 加仓 |
 亚马逊AMZN |
| 0.53% | 0.53% | $1,674.7万 | 7.0万股 | $1,480.5万 | 7.1万股 | -815股-1.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.51% | $1,650.5万 | 2.2万股 | $1,426.9万 | 2.2万股 | +161股+0.73% | 加仓 |
| IiShares安硕信托AGG |
| 0.51% | 0.47% | $1,634.6万 | 16.5万股 | $1,299.3万 | 13.1万股 | +3.4万股+26.18% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.51% | 0.23% | $1,626.3万 | 10.4万股 | $630.7万 | 4.6万股 | +5.8万股+127.23% | 加仓 |
| ZZACKS QUALITY INTERNATIONAL ETFQUIZ |
| 0.48% | 0.33% | $1,517.0万 | 51.9万股 | $903.7万 | 33.5万股 | +18.4万股+54.89% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.47% | 0.51% | $1,493.8万 | 40.1万股 | $1,413.4万 | 39.8万股 | +3,117股+0.78% | 加仓 |
| V先锋领航指数基金VB |
| 0.44% | 0.44% | $1,413.6万 | 4.7万股 | $1,217.9万 | 4.7万股 | +133股+0.29% | 加仓 |
 美光科技MU |
| 0.41% | 0.15% | $1,303.5万 | 1.1万股 | $409.8万 | 1.2万股 | -840股-6.92% | 减仓 |
 Meta平台META |
| 0.4% | 0.47% | $1,271.7万 | 2.3万股 | $1,308.4万 | 2.3万股 | -291股-1.27% | 减仓 |
 AVANTIS INTLNGG |
| 0.38% | 0.4% | $1,205.0万 | 13.5万股 | $1,116.2万 | 13.2万股 | +3,525股+2.68% | 加仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.33% | $1,183.6万 | 1.6万股 | $904.3万 | 1.4万股 | +1,961股+14.16% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.37% | 0.4% | $1,163.6万 | 21.4万股 | $1,116.6万 | 20.7万股 | +6,843股+3.31% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.36% | 0.41% | $1,140.1万 | 12.4万股 | $1,138.5万 | 12.3万股 | +268股+0.22% | 加仓 |
 台积电TSM |
| 0.33% | 0.27% | $1,034.3万 | 2.2万股 | $755.6万 | 2.2万股 | -703股-3.14% | 减仓 |
 摩根大通JPM |
| 0.31% | 0.34% | $970.1万 | 3.0万股 | $950.7万 | 3.2万股 | -2,683股-8.30% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.3% | 0.25% | $966.0万 | 10.0万股 | $690.1万 | 8.6万股 | +1.4万股+16.89% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.3% | 0.26% | $961.9万 | 21.0万股 | $721.8万 | 16.0万股 | +5.0万股+31.54% | 加仓 |
| ZZACKS FOCUS GROWTH ETFGROZ |
| 0.28% | 0.16% | $902.1万 | 28.4万股 | $453.2万 | 16.4万股 | +11.9万股+72.66% | 加仓 |
 WELLTOWER COMWELL |
| 0.28% | 0.27% | $899.5万 | 4.0万股 | $752.5万 | 3.8万股 | +1,571股+4.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.28% | $884.2万 | 2.5万股 | $790.6万 | 2.8万股 | -2,536股-9.20% | 减仓 |
