| IiShares安硕信托IVV |
| 6.83% | 6.74% | $8,648.7万 | 11.5万股 | $7,557.4万 | 11.6万股 | -210股-0.18% | 减仓 |
 泛林集团LRCX |
| 6.1% | 5.01% | $7,722.9万 | 17.8万股 | $5,624.4万 | 26.3万股 | -8.5万股-32.30% | 减仓 |
| FFLEXSHARES TRTDTF |
| 6.1% | 6.7% | $7,722.1万 | 324.9万股 | $7,511.2万 | 311.5万股 | +13.3万股+4.28% | 加仓 |
| IiShares安硕·COREIJR |
| 5.92% | 5.61% | $7,494.8万 | 50.5万股 | $6,290.2万 | 50.6万股 | -661股-0.13% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.8% | 4.82% | $6,079.4万 | 25.7万股 | $5,403.5万 | 25.1万股 | +5,673股+2.26% | 加仓 |
| SSPDR道富指数基金GII |
| 3.93% | 4.42% | $4,970.3万 | 65.6万股 | $4,961.9万 | 65.3万股 | +3,773股+0.58% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.78% | 4.77% | $4,791.2万 | 67.2万股 | $5,354.8万 | 83.6万股 | -16.3万股-19.53% | 减仓 |
 苹果AAPL |
| 3.5% | 3.49% | $4,432.0万 | 15.3万股 | $3,911.3万 | 15.4万股 | -948股-0.62% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 3.02% | 3.42% | $3,819.9万 | 70.7万股 | $3,831.4万 | 72.6万股 | -1.9万股-2.59% | 减仓 |
| DDimensional维度·USDFUV |
| 2.95% | 3.02% | $3,736.3万 | 67.9万股 | $3,393.6万 | 70.0万股 | -2.1万股-3.01% | 减仓 |
| V先锋领航指数基金VTV |
| 2.48% | 2.56% | $3,143.1万 | 14.4万股 | $2,870.9万 | 14.6万股 | -2,101股-1.44% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.48% | 2.55% | $3,138.6万 | 12.9万股 | $2,861.6万 | 13.2万股 | -2,557股-1.94% | 减仓 |
| AAvantis·U SAVUV |
| 2.17% | 2.2% | $2,752.7万 | 22.1万股 | $2,470.2万 | 22.4万股 | -2,967股-1.33% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 2.14% | 2.22% | $2,715.7万 | 68.7万股 | $2,488.1万 | 69.7万股 | -9,928股-1.42% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.11% | 2.09% | $2,665.9万 | 17.0万股 | $2,342.9万 | 16.9万股 | +472股+0.28% | 加仓 |
| V先锋领航指数基金VV |
| 1.71% | 1.72% | $2,166.4万 | 6.3万股 | $1,924.9万 | 6.4万股 | -1,416股-2.20% | 减仓 |
| IiShares安硕信托IEFA |
| 1.7% | 1.82% | $2,153.7万 | 22.3万股 | $2,046.9万 | 22.6万股 | -3,111股-1.38% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.63% | 1.58% | $2,059.9万 | 2.8万股 | $1,774.6万 | 2.7万股 | +296股+1.08% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.58% | 1.77% | $2,003.9万 | 19.4万股 | $1,980.8万 | 19.8万股 | -3,897股-1.96% | 减仓 |
| V先锋领航指数基金VB |
| 1.41% | 1.41% | $1,786.7万 | 5.9万股 | $1,587.1万 | 6.1万股 | -1,650股-2.72% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.32% | 0.49% | $1,673.5万 | 49.0万股 | $545.7万 | 16.9万股 | +32.1万股+189.54% | 加仓 |
 iShares安硕信托FITB |
| 1.23% | 1.19% | $1,551.7万 | 27.7万股 | $1,331.3万 | 28.3万股 | -5,704股-2.01% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.17% | 1.16% | $1,487.0万 | 10.9万股 | $1,304.2万 | 11.0万股 | -1,308股-1.19% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.11% | 1.22% | $1,407.4万 | 17.1万股 | $1,372.8万 | 17.5万股 | -4,010股-2.29% | 减仓 |
| IiShares安硕·ESGEFA |
| 1.07% | 1.12% | $1,358.4万 | 13.2万股 | $1,253.2万 | 13.1万股 | +1,065股+0.81% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.99% | 0.98% | $1,248.2万 | 26.8万股 | $1,097.5万 | 26.7万股 | +593股+0.22% | 加仓 |
| IiShares安硕信托ITOT |
| 0.9% | 0.88% | $1,141.9万 | 7.0万股 | $987.6万 | 7.0万股 | -69股-0.10% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 0.91% | $1,077.5万 | 2.2万股 | $1,018.3万 | 2.1万股 | +284股+1.34% | 加仓 |
| S嘉信策略信托SCHF |
| 0.73% | 0.74% | $920.0万 | 33.2万股 | $827.1万 | 33.4万股 | -2,038股-0.61% | 减仓 |
 Meta平台META |
| 0.71% | 0.78% | $904.9万 | 1.6万股 | $876.2万 | 1.5万股 | +749股+4.89% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.65% | 0.64% | $823.7万 | 28.4万股 | $716.1万 | 26.9万股 | +1.5万股+5.54% | 加仓 |
 微软MSFT |
| 0.62% | 0.68% | $787.5万 | 2.1万股 | $763.4万 | 2.1万股 | +488股+2.37% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.6% | 0.59% | $757.6万 | 15.5万股 | $661.6万 | 15.6万股 | -1,161股-0.74% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.6% | 0.57% | $755.5万 | 17.0万股 | $638.2万 | 16.4万股 | +6,059股+3.69% | 加仓 |
| G通用动力VTI |
| 0.59% | 0.53% | $749.0万 | 2.0万股 | $599.5万 | 1.9万股 | +1,553股+8.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.48% | $694.5万 | 2.0万股 | $542.5万 | 1.9万股 | +745股+3.94% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.55% | 0.57% | $691.2万 | 15.3万股 | $644.3万 | 15.2万股 | +1,316股+0.87% | 加仓 |
 博通AVGO |
| 0.51% | 0.55% | $648.7万 | 1.7万股 | $611.7万 | 2.0万股 | -2,591股-13.11% | 减仓 |
 英伟达NVDA |
| 0.47% | 0.43% | $601.4万 | 3.0万股 | $477.3万 | 2.7万股 | +2,686股+9.81% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.47% | 0.34% | $597.0万 | 5.9万股 | $377.1万 | 5.9万股 | +15股+0.03% | 加仓 |
| IiShares安硕信托ICSH |
| 0.45% | 0.48% | $575.6万 | 11.4万股 | $540.9万 | 10.7万股 | +6,943股+6.50% | 加仓 |
 卡特彼勒CAT |
| 0.44% | 0.37% | $554.0万 | 5,202股 | $410.0万 | 5,788股 | -586股-10.12% | 减仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.3% | $545.6万 | 7,944股 | $333.0万 | 5,573股 | +2,371股+42.54% | 加仓 |
| IiShares安硕信托EFV |
| 0.42% | 0.47% | $528.6万 | 6.9万股 | $532.0万 | 7.2万股 | -2,492股-3.48% | 减仓 |
| S嘉信·USSCHA |
| 0.41% | 0.37% | $513.3万 | 14.2万股 | $414.8万 | 14.3万股 | -570股-0.40% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.4% | 0.41% | $506.7万 | 13.8万股 | $455.5万 | 13.4万股 | +3,444股+2.57% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.4% | 0.49% | $501.6万 | 10.6万股 | $553.4万 | 11.6万股 | -1.1万股-9.08% | 减仓 |
 亚马逊AMZN |
| 0.35% | 0.33% | $445.2万 | 1.9万股 | $367.0万 | 1.8万股 | +1,054股+5.98% | 加仓 |
 3M COMMMM |
| 0.35% | 0.02% | $441.5万 | 2.7万股 | $23.1万 | 1,594股 | +2.6万股+1,610.60% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.34% | 0.37% | $435.7万 | 5.6万股 | $417.0万 | 5.3万股 | +2,740股+5.15% | 加仓 |
