| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 21.69% | 20.25% | $9,870.2万 | 120.5万股 | $8,209.8万 | 115.8万股 | +4.7万股+4.04% | 加仓 |
| IiShares安硕信托IEFA |
| 13.85% | 14.56% | $6,301.4万 | 65.2万股 | $5,905.1万 | 65.2万股 | +178股+0.03% | 加仓 |
| IiShares安硕·COREIJR |
| 9.66% | 9.3% | $4,395.4万 | 29.6万股 | $3,770.3万 | 30.3万股 | -6,936股-2.29% | 减仓 |
| V先锋领航·FSTEVWO |
| 6.01% | 6.09% | $2,734.7万 | 45.8万股 | $2,471.2万 | 45.7万股 | +944股+0.21% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 5.52% | 5.29% | $2,513.2万 | 49.7万股 | $2,143.4万 | 43.0万股 | +6.7万股+15.65% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 5.26% | 5.08% | $2,395.8万 | 59.6万股 | $2,060.2万 | 60.8万股 | -1.3万股-2.08% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 4.69% | 4.35% | $2,134.6万 | 51.2万股 | $1,765.3万 | 48.7万股 | +2.5万股+5.17% | 加仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 4.33% | 5.55% | $1,971.7万 | 40.0万股 | $2,249.8万 | 40.8万股 | -7,767股-1.90% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.82% | 2.9% | $1,282.7万 | 25.8万股 | $1,177.8万 | 23.7万股 | +2.1万股+8.92% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.42% | 1.89% | $1,101.1万 | 5.8万股 | $768.1万 | 5.8万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.08% | 2.09% | $948.0万 | 23.0万股 | $848.1万 | 21.8万股 | +1.2万股+5.58% | 加仓 |
| V先锋领航·TOTALBND |
| 1.94% | 2.05% | $880.8万 | 12.0万股 | $831.0万 | 11.3万股 | +7,138股+6.33% | 加仓 |
| V先锋领航指数基金VB |
| 1.83% | 1.8% | $831.5万 | 2.7万股 | $730.8万 | 2.8万股 | -470股-1.68% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.82% | 1.64% | $830.3万 | 1.1万股 | $663.3万 | 1.0万股 | +920股+9.05% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.56% | 1.63% | $709.3万 | 3.0万股 | $662.8万 | 3.1万股 | -844股-2.74% | 减仓 |
| IiShares安硕信托IVV |
| 1.38% | 1.4% | $627.3万 | 8,377股 | $566.8万 | 8,677股 | -300股-3.46% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.3% | 1.43% | $593.6万 | 3.8万股 | $580.3万 | 4.0万股 | -1,328股-3.34% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.05% | 0.89% | $479.9万 | 5.8万股 | $361.9万 | 5.1万股 | +7,405股+14.55% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.74% | 1.34% | $338.6万 | 5.8万股 | $543.1万 | 9.3万股 | -3.5万股-37.29% | 减仓 |
| IiShares安硕信托IYF |
| 0.7% | 0.72% | $318.5万 | 2.5万股 | $293.9万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.69% | 0.68% | $315.1万 | 4.1万股 | $275.9万 | 4.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.66% | 0.65% | $301.9万 | 1.0万股 | $264.8万 | 1.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.64% | 0.51% | $292.7万 | 1.5万股 | $207.5万 | 1.2万股 | +2,732股+22.97% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.55% | 0.58% | $251.3万 | 2.1万股 | $233.5万 | 2.1万股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.53% | 0.55% | $243.0万 | 1.5万股 | $224.6万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.53% | 0.62% | $242.6万 | 2.3万股 | $251.1万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.53% | 0.58% | $240.5万 | 1.5万股 | $236.1万 | 1.6万股 | -724股-4.54% | 减仓 |
| S道富XLI |
| 0.52% | 0.51% | $237.9万 | 1.3万股 | $207.7万 | 1.3万股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.51% | 0.57% | $230.4万 | 4.8万股 | $232.5万 | 5.0万股 | -1,858股-3.74% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.48% | 0.51% | $217.6万 | 6.2万股 | $208.8万 | 6.2万股 | +107股+0.17% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.4% | 0.41% | $182.5万 | 2.6万股 | $165.4万 | 2.6万股 | -200股-0.77% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.43% | $163.1万 | 6,845股 | $173.8万 | 8,345股 | -1,500股-17.97% | 减仓 |
| IiShares安硕信托EEM |
| 0.31% | 0.28% | $139.3万 | 2.0万股 | $114.9万 | 2.0万股 | +140股+0.69% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.27% | 0.3% | $123.5万 | 1.5万股 | $121.9万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.27% | 0.23% | $121.8万 | 4.0万股 | $92.7万 | 3.1万股 | +9,395股+30.74% | 加仓 |
| IiShares黄金信托IAU |
| 0.2% | 0.26% | $89.3万 | 1.2万股 | $104.2万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.19% | 0.19% | $87.5万 | 1.7万股 | $76.4万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDE |
| 0.18% | 0.23% | $82.1万 | 5,471股 | $94.7万 | 5,471股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.14% | 0.14% | $64.0万 | 2,936股 | $57.6万 | 2,936股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.14% | 0.12% | $63.3万 | 922股 | $49.8万 | 833股 | +89股+10.68% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.13% | 0.15% | $59.4万 | 1.3万股 | $60.1万 | 1.3万股 | 00.00% | 持仓不变 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.11% | 0.12% | $50.4万 | 9,915股 | $49.5万 | 9,915股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLRE |
| 0.1% | 0.11% | $47.4万 | 1.1万股 | $43.9万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.09% | 0.09% | $41.5万 | 4,812股 | $35.0万 | 802股 | +4,010股+500.00% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.08% | 0.1% | $35.1万 | 1.1万股 | $40.5万 | 1.1万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.08% | 0.08% | $34.2万 | 4,184股 | $32.0万 | 4,184股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.07% | 0.07% | $32.7万 | 3,387股 | $30.0万 | 3,387股 | 00.00% | 持仓不变 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 0.06% | 0.08% | $28.7万 | 6,574股 | $31.9万 | 6,633股 | -59股-0.89% | 减仓 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 0.06% | 0.06% | $28.6万 | 3,518股 | $25.1万 | 3,451股 | +67股+1.94% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.06% | 0.06% | $27.2万 | 1,375股 | $25.3万 | 1,375股 | 00.00% | 持仓不变 |
