| IiShares安硕信托IVV |
| 5.6% | 5.84% | $1,190.3万 | 1.6万股 | $1,021.6万 | 1.6万股 | +254股+1.62% | 加仓 |
| IiShares安硕信托SHV |
| 4.83% | 5.33% | $1,026.5万 | 9.3万股 | $931.7万 | 8.4万股 | +8,625股+10.22% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.07% | 4.23% | $866.2万 | 10.5万股 | $739.3万 | 10.4万股 | +1,264股+1.22% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.96% | 4.91% | $841.6万 | 20.4万股 | $857.7万 | 22.0万股 | -1.6万股-7.33% | 减仓 |
| IiShares安硕信托ITOT |
| 3.64% | 3.84% | $774.8万 | 4.7万股 | $671.8万 | 4.7万股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 3.45% | 3.76% | $733.2万 | 13.3万股 | $658.3万 | 13.6万股 | -2,554股-1.88% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 3.36% | 3.69% | $715.4万 | 13.8万股 | $644.7万 | 14.3万股 | -4,484股-3.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.3% | 4.42% | $702.5万 | 9,407股 | $772.2万 | 1.2万股 | -2,467股-20.78% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.33% | 2.33% | $494.6万 | 12.3万股 | $406.7万 | 12.0万股 | +2,917股+2.43% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.21% | 2.35% | $469.6万 | 10.6万股 | $411.2万 | 10.6万股 | +51股+0.05% | 加仓 |
| G通用动力VTI |
| 2.21% | 2.33% | $469.3万 | 1.3万股 | $406.8万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.11% | 2.72% | $447.6万 | 7.7万股 | $475.1万 | 8.1万股 | -4,255股-5.24% | 减仓 |
| V先锋领航指数基金VB |
| 1.98% | 2.08% | $420.7万 | 1.4万股 | $363.5万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 1.97% | 2.17% | $418.3万 | 5.9万股 | $380.1万 | 5.9万股 | -600股-1.01% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.72% | 2.04% | $365.3万 | 6.8万股 | $356.9万 | 6.8万股 | 00.00% | 持仓不变 |
| DDYNE THERAPEUTICSDYN |
| 1.57% | 1.4% | $333.2万 | 15.0万股 | $244.8万 | 13.5万股 | +1.5万股+11.11% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.49% | 1.65% | $317.5万 | 4.5万股 | $288.4万 | 4.6万股 | -750股-1.62% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 1.47% | 1.7% | $311.7万 | 8.4万股 | $297.0万 | 8.4万股 | +61股+0.07% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 1.31% | 1.33% | $277.9万 | 9.6万股 | $232.9万 | 8.8万股 | +8,297股+9.47% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.19% | 1.35% | $253.7万 | 6.0万股 | $235.4万 | 5.6万股 | +4,348股+7.80% | 加仓 |
| IiShares安硕信托IEFA |
| 1.17% | 1.33% | $248.5万 | 2.6万股 | $233.0万 | 2.6万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.14% | 1.25% | $243.1万 | 8,402股 | $218.5万 | 8,609股 | -207股-2.40% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.07% | 1.03% | $228.4万 | 4.5万股 | $179.3万 | 3.6万股 | +9,580股+26.70% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.06% | 1.23% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.03% | 1.07% | $218.5万 | 3.7万股 | $187.0万 | 3.5万股 | +2,011股+5.81% | 加仓 |
| S嘉信策略信托SCHF |
| 1.02% | 1.11% | $216.9万 | 7.8万股 | $193.8万 | 7.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.99% | 1.05% | $210.9万 | 3,070股 | $183.5万 | 3,071股 | -1股-0.03% | 减仓 |
 英伟达NVDA |
| 0.88% | — | $186.8万 | 9,337股 | $0 | 0股 | +9,337股 | 新买入 |
 亚马逊AMZN |
| 0.86% | — | $183.5万 | 7,697股 | $0 | 0股 | +7,697股 | 新买入 |
| DDimensional维度ETF信托DFSD |
| 0.82% | 1.03% | $175.1万 | 3.7万股 | $179.8万 | 3.8万股 | -889股-2.37% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 0.81% | 0.85% | $171.6万 | 4.2万股 | $148.5万 | 4.3万股 | -737股-1.72% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.81% | 0.49% | $171.4万 | 2.1万股 | $86.4万 | 1.0万股 | +1.0万股+99.42% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.8% | 0.84% | $169.6万 | 4.4万股 | $146.6万 | 4.2万股 | +1,887股+4.51% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.79% | 1.79% | $168.3万 | 5,600股 | $312.4万 | 1.3万股 | -6,995股-55.54% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.76% | 0.83% | $162.6万 | 6,690股 | $145.3万 | 6,690股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.72% | 0.88% | $153.8万 | 2.1万股 | $154.3万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.69% | 0.35% | $146.8万 | 1.5万股 | $60.4万 | 6,000股 | +8,584股+143.07% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.68% | 0.65% | $143.9万 | 3.6万股 | $114.4万 | 3.2万股 | +4,378股+13.67% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.67% | 0.71% | $142.3万 | 1.8万股 | $123.7万 | 1.6万股 | +2,395股+15.34% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.64% | 0.77% | $136.6万 | 1.8万股 | $135.1万 | 1.7万股 | +304股+1.76% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.64% | 0.57% | $135.4万 | 1.3万股 | $100.4万 | 1.0万股 | +2,700股+26.11% | 加仓 |
 阿斯麦ASML |
| 0.63% | 0.5% | $134.3万 | 675股 | $87.6万 | 663股 | +12股+1.81% | 加仓 |
 自由港麦克莫兰FCX |
| 0.63% | 0.71% | $133.5万 | 2.1万股 | $124.9万 | 2.1万股 | -21股-0.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | — | $131.3万 | 3,717股 | $0 | 0股 | +3,717股 | 新买入 |
 微软MSFT |
| 0.6% | — | $127.6万 | 3,422股 | $0 | 0股 | +3,422股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.58% | 0.63% | $122.8万 | 5,637股 | $110.6万 | 5,637股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.57% | — | $121.3万 | 3,393股 | $0 | 0股 | +3,393股 | 新买入 |
 摩根大通JPM |
| 0.55% | — | $118.0万 | 3,605股 | $0 | 0股 | +3,605股 | 新买入 |
| R力拓BBP |
| 0.54% | 0.64% | $113.9万 | 1.2万股 | $111.9万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.54% | 0.57% | $113.9万 | 4,699股 | $100.4万 | 4,699股 | 00.00% | 持仓不变 |
