| G通用动力VTI |
| 10.78% | 10.67% | $4.42亿 | 119.5万股 | $3.75亿 | 112.0万股 | +7.5万股+6.69% | 加仓 |
| DDimensional维度ETF信托DFAL |
| 8.92% | — | $3.66亿 | 726.4万股 | $0 | 0股 | +726.4万股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 8.84% | 9.39% | $3.63亿 | 442.7万股 | $3.30亿 | 445.8万股 | -3.1万股-0.69% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 8.54% | 11.9% | $3.50亿 | 788.7万股 | $4.19亿 | 1,033.6万股 | -244.9万股-23.70% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 5.08% | 5.74% | $2.08亿 | 376.5万股 | $2.02亿 | 366.4万股 | +10.1万股+2.76% | 加仓 |
| AAvantis·U SAVUV |
| 4.67% | 4.79% | $1.92亿 | 154.5万股 | $1.69亿 | 146.9万股 | +7.6万股+5.15% | 加仓 |
| DDimensional维度·USDFUV |
| 4.35% | 7.9% | $1.78亿 | 324.2万股 | $2.78亿 | 555.9万股 | -231.7万股-41.68% | 减仓 |
| IiShares安硕信托LRGF |
| 3.87% | 3.87% | $1.59亿 | 209.2万股 | $1.36亿 | 198.0万股 | +11.2万股+5.64% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.55% | 3.72% | $1.45亿 | 390.2万股 | $1.31亿 | 349.9万股 | +40.3万股+11.52% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.45% | 4.03% | $1.42亿 | 390.4万股 | $1.42亿 | 394.2万股 | -3.9万股-0.98% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.45% | 2.68% | $1.01亿 | 124.7万股 | $9,417.8万 | 127.0万股 | -2.4万股-1.86% | 减仓 |
 AVANTIS INTLNGG |
| 1.88% | 2.2% | $7,700.3万 | 86.3万股 | $7,733.5万 | 86.5万股 | -1,985股-0.23% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.64% | 1.74% | $6,741.7万 | 52.8万股 | $6,129.7万 | 52.8万股 | -367股-0.07% | 减仓 |
| V先锋领航指数基金VOO |
| 1.34% | 1.19% | $5,484.6万 | 8.0万股 | $4,188.3万 | 6.7万股 | +1.3万股+18.80% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.29% | 2.56% | $5,282.7万 | 75.8万股 | $9,007.4万 | 139.4万股 | -63.6万股-45.63% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 1.12% | 1.15% | $4,603.9万 | 119.1万股 | $4,050.1万 | 110.1万股 | +9.0万股+8.20% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.1% | 1.06% | $4,498.5万 | 86.8万股 | $3,733.0万 | 79.3万股 | +7.5万股+9.41% | 加仓 |
 艾默生电气EMR |
| 0.9% | 1.11% | $3,677.5万 | 27.2万股 | $3,910.3万 | 27.2万股 | -339股-0.12% | 减仓 |
 苹果AAPL |
| 0.88% | 0.88% | $3,608.2万 | 11.4万股 | $3,077.8万 | 11.8万股 | -4,450股-3.77% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.79% | 0.98% | $3,257.1万 | 39.5万股 | $3,431.4万 | 41.4万股 | -2.0万股-4.72% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.77% | 0.7% | $3,168.7万 | 76.8万股 | $2,465.0万 | 60.2万股 | +16.6万股+27.64% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.71% | $2,720.8万 | 39.0万股 | $2,496.0万 | 36.8万股 | +2.2万股+5.85% | 加仓 |
| IiShares安硕信托ITOT |
| 0.62% | 0.68% | $2,560.6万 | 15.6万股 | $2,400.9万 | 16.1万股 | -5,539股-3.43% | 减仓 |
| B贝莱德ETF信托CORO |
| 0.61% | — | $2,508.6万 | 70.6万股 | $0 | 0股 | +70.6万股 | 新买入 |
| IiShares安硕信托IVW |
| 0.51% | 0.02% | $2,106.7万 | 15.4万股 | $68.7万 | 5,689股 | +14.9万股+2,613.75% | 加仓 |
| IiShares安硕信托EFV |
| 0.5% | 0.55% | $2,065.1万 | 26.5万股 | $1,950.7万 | 25.1万股 | +1.4万股+5.46% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.44% | 0.53% | $1,815.8万 | 17.6万股 | $1,857.9万 | 17.6万股 | +62股+0.04% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.44% | 0.49% | $1,807.6万 | 19.9万股 | $1,711.7万 | 19.9万股 | -490股-0.25% | 减仓 |
| PPROLOGIS COMPLD |
| 0.43% | 0.18% | $1,768.5万 | 12.4万股 | $629.3万 | 4.6万股 | +7.9万股+171.20% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.43% | 0.38% | $1,768.3万 | 21.4万股 | $1,349.4万 | 17.5万股 | +3.9万股+22.35% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.39% | — | $1,615.3万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| V先锋领航指数基金VNQ |
| 0.34% | 0.36% | $1,384.8万 | 14.2万股 | $1,275.3万 | 13.7万股 | +4,390股+3.20% | 加仓 |
 微软MSFT |
| 0.33% | 0.36% | $1,352.6万 | 3.5万股 | $1,258.4万 | 3.4万股 | +662股+1.95% | 加仓 |
 礼来LLY |
| 0.33% | 0.3% | $1,339.3万 | 1.1万股 | $1,071.1万 | 1.1万股 | -69股-0.61% | 减仓 |
| IiShares安硕信托IVLU |
| 0.33% | 0.38% | $1,333.6万 | 31.7万股 | $1,324.1万 | 31.8万股 | -1,733股-0.54% | 减仓 |
| S嘉信·USSCHA |
| 0.31% | 0.14% | $1,284.3万 | 37.4万股 | $492.3万 | 16.0万股 | +21.4万股+133.20% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.31% | 0.34% | $1,272.5万 | 32.7万股 | $1,180.3万 | 32.7万股 | +675股+0.21% | 加仓 |
 英伟达NVDA |
| 0.3% | 0.28% | $1,239.0万 | 6.1万股 | $997.4万 | 5.3万股 | +7,998股+15.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.34% | $1,220.2万 | 1.6万股 | $1,182.4万 | 1.7万股 | -1,115股-6.41% | 减仓 |
| EEA SERIES TRUSTAAUS |
| 0.29% | 1.06% | $1,192.1万 | 19.9万股 | $3,719.6万 | 68.1万股 | -48.3万股-70.87% | 减仓 |
| V先锋领航指数基金VV |
| 0.29% | 0.33% | $1,189.7万 | 3.4万股 | $1,161.8万 | 3.7万股 | -2,738股-7.36% | 减仓 |
| IiShares安硕信托IEFA |
| 0.29% | 0.33% | $1,189.7万 | 12.4万股 | $1,174.2万 | 12.3万股 | +548股+0.44% | 加仓 |
| V先锋领航指数基金VXF |
| 0.29% | 0.28% | $1,183.6万 | 4.9万股 | $988.7万 | 4.6万股 | +3,280股+7.10% | 加仓 |
| IiShares安硕信托ITOT |
| 0.28% | 0.3% | $1,144.0万 | 7.0万股 | $1,067.5万 | 7.2万股 | -2,855股-3.94% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.27% | 0.02% | $1,086.8万 | 31.6万股 | $55.3万 | 1.8万股 | +29.8万股+1,645.83% | 加仓 |
 亚马逊AMZN |
| 0.26% | 0.29% | $1,056.2万 | 4.3万股 | $1,028.3万 | 4.3万股 | -428股-0.99% | 减仓 |
 谷歌AGOOGL |
| 0.26% | 0.26% | $1,056.2万 | 3.0万股 | $917.7万 | 2.9万股 | +1,033股+3.57% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.24% | 0.24% | $1,003.7万 | 17.1万股 | $850.0万 | 15.0万股 | +2.1万股+13.98% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.24% | — | $996.6万 | 21.9万股 | $0 | 0股 | +21.9万股 | 新买入 |
| DDimensional维度ETF信托DFNM |
| 0.24% | 0.24% | $973.6万 | 20.2万股 | $849.1万 | 17.6万股 | +2.6万股+14.78% | 加仓 |
