| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 25.35% | 25.07% | $1.58亿 | 544.9万股 | $1.31亿 | 521.1万股 | +23.8万股+4.58% | 加仓 |
| S嘉信策略信托SCHF |
| 10.61% | 10.48% | $6,604.5万 | 238.4万股 | $5,466.3万 | 220.9万股 | +17.6万股+7.95% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 8.19% | 9.14% | $5,097.7万 | 211.2万股 | $4,767.3万 | 196.4万股 | +14.7万股+7.51% | 加仓 |
| S嘉信·USSCHA |
| 5.5% | 5.1% | $3,422.5万 | 94.7万股 | $2,662.7万 | 91.6万股 | +3.2万股+3.45% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 4.97% | 5.13% | $3,095.8万 | 73.3万股 | $2,678.2万 | 63.4万股 | +9.9万股+15.62% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 4.97% | 5.76% | $3,092.9万 | 133.7万股 | $3,006.9万 | 129.5万股 | +4.2万股+3.26% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.74% | 4.75% | $2,952.2万 | 94.9万股 | $2,475.6万 | 88.9万股 | +6.0万股+6.79% | 加仓 |
| IiShares安硕信托ITOT |
| 4.18% | 4.07% | $2,601.7万 | 15.8万股 | $2,120.8万 | 14.9万股 | +9,483股+6.37% | 加仓 |
| S嘉信策略信托SCHE |
| 2.89% | 2.84% | $1,801.1万 | 49.7万股 | $1,480.9万 | 44.9万股 | +4.7万股+10.52% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 2.61% | 2.86% | $1,623.8万 | 29.8万股 | $1,493.3万 | 27.7万股 | +2.2万股+7.80% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.76% | 1.29% | $1,094.7万 | 1.5万股 | $672.6万 | 1.0万股 | +4,317股+41.74% | 加仓 |
| I景顺QQQ信托VOO |
| 1.46% | 0.22% | $911.3万 | 1.2万股 | $114.9万 | 1,991股 | +1.0万股+521.55% | 加仓 |
| SSPDR道富系列信托SHM |
| 1.46% | 1.62% | $907.9万 | 18.9万股 | $846.5万 | 17.7万股 | +1.2万股+6.96% | 加仓 |
| DDimensional维度·USDFUV |
| 1.44% | 1.52% | $895.9万 | 16.3万股 | $792.5万 | 16.4万股 | -657股-0.40% | 减仓 |
| SSPDR道富系列信托TFI |
| 1.13% | 1.2% | $705.4万 | 15.4万股 | $623.8万 | 13.8万股 | +1.6万股+11.95% | 加仓 |
 史赛克SYK |
| 1.12% | 1.38% | $697.2万 | 2.2万股 | $720.8万 | 2.2万股 | +210股+0.96% | 加仓 |
| IiShares安硕信托IEFA |
| 1.01% | 1.1% | $628.0万 | 6.5万股 | $574.1万 | 6.3万股 | +1,604股+2.53% | 加仓 |
 英伟达NVDA |
| 0.91% | 0.94% | $563.8万 | 2.8万股 | $491.0万 | 2.8万股 | +20股+0.07% | 加仓 |
| IiShares安硕信托GVI |
| 0.9% | 0.87% | $559.0万 | 5.2万股 | $454.0万 | 4.3万股 | +9,172股+21.45% | 加仓 |
| G通用动力VTI |
| 0.79% | 0.82% | $490.6万 | 1.3万股 | $427.5万 | 1.3万股 | -70股-0.53% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.77% | 0.8% | $477.3万 | 5.8万股 | $418.5万 | 5.9万股 | -868股-1.48% | 减仓 |
 苹果AAPL |
| 0.77% | 0.79% | $477.1万 | 1.6万股 | $409.6万 | 1.6万股 | +351股+2.17% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.75% | 0.84% | $467.8万 | 8.7万股 | $440.1万 | 8.3万股 | +3,203股+3.84% | 加仓 |
| IiShares安硕·COREIJR |
| 0.5% | 0.5% | $311.9万 | 2.1万股 | $261.6万 | 2.1万股 | -10股-0.05% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.47% | 0.5% | $292.8万 | 4.2万股 | $261.6万 | 4.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.44% | 0.51% | $273.5万 | 7,333股 | $266.2万 | 7,192股 | +141股+1.96% | 加仓 |
| IiShares安硕信托HDV |
| 0.41% | 0.48% | $253.4万 | 9.2万股 | $250.9万 | 1.8万股 | +7.4万股+400.00% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.35% | 0.46% | $217.8万 | 3.1万股 | $239.3万 | 3.7万股 | -6,783股-18.16% | 减仓 |
 谷歌AGOOGL |
| 0.31% | 0.29% | $193.6万 | 5,416股 | $149.2万 | 5,188股 | +228股+4.39% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.3% | 0.15% | $189.8万 | 2,698股 | $78.0万 | 1,265股 | +1,433股+113.28% | 加仓 |
 应用材料AMAT |
| 0.3% | 0.17% | $186.6万 | 2,581股 | $87.9万 | 2,572股 | +9股+0.35% | 加仓 |
| F第一信托·USTQTEC |
| 0.27% | — | $169.0万 | 5,049股 | $0 | 0股 | +5,049股 | 新买入 |
| IiShares安硕信托IVV |
| 0.26% | 0.27% | $164.0万 | 2,190股 | $143.1万 | 2,190股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.26% | 0.36% | $161.4万 | 5.3万股 | $189.6万 | 5.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.24% | 0.28% | $148.4万 | 4.7万股 | $143.8万 | 4.7万股 | -83股-0.18% | 减仓 |
 特灵科技TT |
| 0.24% | 0.24% | $147.3万 | 3,000股 | $125.4万 | 3,008股 | -8股-0.27% | 减仓 |
 亚马逊AMZN |
| 0.23% | 0.24% | $145.0万 | 6,084股 | $126.7万 | 6,084股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.23% | 0.33% | $140.6万 | 3.2万股 | $170.0万 | 4.4万股 | -1.2万股-27.59% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.22% | 0.04% | $140.0万 | 6,581股 | $22.9万 | 1,192股 | +5,389股+452.10% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.22% | 0.24% | $137.7万 | 3.7万股 | $126.9万 | 3.7万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.21% | 0.22% | $130.8万 | 5,382股 | $116.9万 | 5,382股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFLV |
| 0.2% | — | $124.9万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.2% | 0.21% | $124.7万 | 1,816股 | $109.4万 | 1,831股 | -15股-0.82% | 减仓 |
 特斯拉TSLA |
| 0.18% | 0.18% | $113.8万 | 2,705股 | $92.4万 | 2,486股 | +219股+8.81% | 加仓 |
| IiShares安硕IEMG |
| 0.18% | 0.18% | $112.1万 | 1.4万股 | $94.6万 | 1.4万股 | -33股-0.24% | 减仓 |
 摩根大通JPM |
| 0.18% | 0.19% | $110.9万 | 3,389股 | $99.2万 | 3,374股 | +15股+0.44% | 加仓 |
| IiShares安硕信托AGG |
| 0.17% | 0.21% | $106.3万 | 1.1万股 | $110.7万 | 1.1万股 | -404股-3.62% | 减仓 |
| IiShares安硕信托GVI |
| 0.17% | 0.2% | $103.6万 | 9,734股 | $103.7万 | 9,734股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.16% | 0.23% | $102.3万 | 1.3万股 | $119.4万 | 1.5万股 | -2,089股-13.72% | 减仓 |
 VisaV |
| 0.16% | 0.17% | $98.3万 | 2,866股 | $86.6万 | 2,866股 | 00.00% | 持仓不变 |
