| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 14.88% | 15.07% | $1.52亿 | 369.3万股 | $1.40亿 | 359.9万股 | +9.4万股+2.61% | 加仓 |
| A美国世纪ETF信托AVLV |
| 12.08% | 11.77% | $1.24亿 | 135.7万股 | $1.10亿 | 135.9万股 | -1,880股-0.14% | 减仓 |
| S嘉信策略信托SCHR |
| 9.81% | 10.43% | $1.00亿 | 407.4万股 | $9,707.7万 | 389.7万股 | +17.7万股+4.55% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 9.62% | 10.23% | $9,854.8万 | 408.2万股 | $9,516.1万 | 392.1万股 | +16.1万股+4.12% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 7.88% | 7.42% | $8,066.2万 | 98.0万股 | $6,902.8万 | 97.0万股 | +9,180股+0.95% | 加仓 |
| AAvantis·U SAVUV |
| 7.7% | 7.51% | $7,879.8万 | 63.2万股 | $6,991.1万 | 63.3万股 | -1,254股-0.20% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.86% | 4.06% | $3,957.2万 | 38.4万股 | $3,777.0万 | 37.8万股 | +5,781股+1.53% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.72% | 3.67% | $3,807.5万 | 145.5万股 | $3,416.5万 | 144.5万股 | +1.1万股+0.75% | 加仓 |
| A美国世纪ETF信托AVMV |
| 3.57% | 3.55% | $3,652.1万 | 45.3万股 | $3,299.0万 | 44.5万股 | +8,755股+1.97% | 加仓 |
| DDimensional维度·USDFUV |
| 2.87% | 2.84% | $2,943.6万 | 53.5万股 | $2,639.0万 | 54.5万股 | -9,482股-1.74% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.32% | 2.14% | $2,372.9万 | 59.0万股 | $1,990.2万 | 58.8万股 | +2,363股+0.40% | 加仓 |
| IiShares安硕信托IVV |
| 1.64% | 1.61% | $1,680.4万 | 2.2万股 | $1,495.9万 | 2.3万股 | -463股-2.02% | 减仓 |
| V先锋领航指数基金VOO |
| 1.39% | 1.36% | $1,418.5万 | 2.1万股 | $1,263.4万 | 2.1万股 | -490股-2.32% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.28% | 1.28% | $1,308.1万 | 18.7万股 | $1,187.9万 | 19.0万股 | -3,072股-1.62% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.05% | 1.07% | $1,072.5万 | 29.1万股 | $997.2万 | 29.4万股 | -2,443股-0.83% | 减仓 |
| S嘉信策略信托SCHM |
| 0.94% | 0.88% | $958.4万 | 26.0万股 | $818.7万 | 26.4万股 | -4,518股-1.71% | 减仓 |
| G通用动力VTI |
| 0.63% | 0.58% | $646.4万 | 1.7万股 | $539.1万 | 1.7万股 | +663股+3.95% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.61% | 0.64% | $622.6万 | 5.3万股 | $592.9万 | 5.1万股 | +2,187股+4.29% | 加仓 |
| S道富SPYM |
| 0.6% | 0.6% | $614.0万 | 7.0万股 | $557.2万 | 7.3万股 | -2,924股-4.02% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.51% | 0.5% | $520.3万 | 1.3万股 | $463.7万 | 1.3万股 | -300股-2.31% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.47% | 0.51% | $483.1万 | 13.0万股 | $471.0万 | 13.3万股 | -2,902股-2.19% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.46% | 0.5% | $469.3万 | 8.7万股 | $469.8万 | 8.9万股 | -2,147股-2.41% | 减仓 |
 AVANTIS INTLNGG |
| 0.43% | 0.46% | $443.0万 | 5.0万股 | $426.5万 | 5.0万股 | -609股-1.21% | 减仓 |
| V先锋领航指数基金VTV |
| 0.42% | 0.42% | $431.0万 | 2.0万股 | $388.6万 | 2.0万股 | -33股-0.17% | 减仓 |
| V先锋领航·MIDVO |
| 0.41% | 0.4% | $416.8万 | 5.2万股 | $374.3万 | 1.3万股 | +3.9万股+296.98% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.39% | 0.39% | $397.6万 | 16.8万股 | $366.0万 | 17.0万股 | -2,442股-1.43% | 减仓 |
 泛林集团LRCX |
| 0.39% | 0.21% | $394.8万 | 9,111股 | $194.7万 | 9,111股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.34% | 0.36% | $348.2万 | 1.2万股 | $339.5万 | 1.3万股 | -1,345股-10.05% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.33% | 0.31% | $335.9万 | 4.1万股 | $288.2万 | 4.1万股 | +338股+0.83% | 加仓 |
| S嘉信策略信托SCHF |
| 0.3% | 0.31% | $309.1万 | 11.2万股 | $284.7万 | 11.5万股 | -3,419股-2.97% | 减仓 |
 英伟达NVDA |
| 0.29% | 0.28% | $302.0万 | 1.5万股 | $265.0万 | 1.5万股 | -102股-0.67% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.29% | 0.28% | $294.0万 | 3.5万股 | $263.6万 | 3.5万股 | +3股+0.01% | 加仓 |
| V先锋领航指数基金VB |
| 0.27% | 0.25% | $273.8万 | 9,034股 | $234.4万 | 8,949股 | +85股+0.95% | 加仓 |
| S道富SPMD |
| 0.26% | 0.25% | $263.9万 | 3.9万股 | $236.0万 | 4.0万股 | -794股-1.99% | 减仓 |
| S嘉信·USSCHA |
| 0.24% | 0.22% | $249.0万 | 6.9万股 | $204.9万 | 7.0万股 | -1,556股-2.21% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.24% | 0.23% | $241.2万 | 6.2万股 | $218.6万 | 6.2万股 | -209股-0.33% | 减仓 |
| IiShares安硕信托IWV |
| 0.23% | 0.22% | $234.5万 | 5,500股 | $203.9万 | 5,500股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.23% | 0.22% | $232.0万 | 7.9万股 | $203.5万 | 7.9万股 | -542股-0.68% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.21% | 0.23% | $212.4万 | 2.7万股 | $211.0万 | 2.7万股 | +347股+1.29% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.2% | 0.23% | $209.0万 | 2.7万股 | $210.5万 | 2.7万股 | -30股-0.11% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.2% | 0.2% | $208.6万 | 6.0万股 | $184.6万 | 6.1万股 | -589股-0.97% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.19% | 0.18% | $197.4万 | 2.7万股 | $168.5万 | 2.7万股 | -130股-0.48% | 减仓 |
 微软MSFT |
| 0.19% | 0.2% | $190.3万 | 5,101股 | $184.0万 | 4,970股 | +131股+2.64% | 加仓 |
| IiShares安硕信托IWC |
| 0.17% | 0.15% | $178.2万 | 8,910股 | $142.3万 | 8,917股 | -7股-0.08% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.17% | 0.18% | $172.3万 | 4.3万股 | $169.3万 | 4.3万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.16% | $171.2万 | 2,293股 | $149.1万 | 2,293股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.15% | 0.16% | $157.0万 | 6,916股 | $147.4万 | 6,980股 | -64股-0.92% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.14% | 0.14% | $147.2万 | 1.3万股 | $129.5万 | 1.4万股 | -197股-1.44% | 减仓 |
 L3哈里斯LHX |
| 0.14% | 0.18% | $144.0万 | 4,955股 | $171.0万 | 4,955股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.13% | 0.12% | $131.8万 | 4,387股 | $111.2万 | 4,483股 | -96股-2.14% | 减仓 |
