| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 18.04% | 16.41% | $1.85亿 | 570.9万股 | $1.63亿 | 557.5万股 | +13.4万股+2.40% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 12.58% | 11.05% | $1.29亿 | 161股 | $1.10亿 | 161股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 10.64% | 10.9% | $1.09亿 | 65.5万股 | $1.08亿 | 63.9万股 | +1.6万股+2.44% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 7.1% | 7.5% | $7,276.2万 | 43.0万股 | $7,440.5万 | 41.8万股 | +1.2万股+2.82% | 加仓 |
| V先锋领航指数基金VUG |
| 6.95% | 7.8% | $7,117.2万 | 18.8万股 | $7,742.1万 | 18.9万股 | -487股-0.26% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 6.39% | 6.3% | $6,548.4万 | 252.0万股 | $6,248.8万 | 246.3万股 | +5.7万股+2.30% | 加仓 |
| IiShares安硕信托AGG |
| 6.1% | 5.64% | $6,245.7万 | 63.1万股 | $5,593.2万 | 57.7万股 | +5.4万股+9.28% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 5.04% | 5.15% | $5,159.5万 | 177.4万股 | $5,107.1万 | 170.1万股 | +7.4万股+4.33% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.49% | 3.31% | $3,574.9万 | 59.6万股 | $3,279.4万 | 56.5万股 | +3.1万股+5.43% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 3.33% | 3.79% | $3,406.4万 | 128.3万股 | $3,764.1万 | 122.3万股 | +6.0万股+4.92% | 加仓 |
| V先锋领航指数基金VB |
| 2.63% | 2.89% | $2,689.3万 | 12.4万股 | $2,868.9万 | 11.9万股 | +5,021股+4.21% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.67% | 1.64% | $1,715.5万 | 34.6万股 | $1,629.0万 | 33.2万股 | +1.4万股+4.25% | 加仓 |
 苹果AAPL |
| 1.53% | 2.01% | $1,568.5万 | 7.4万股 | $1,991.8万 | 8.0万股 | -5,727股-7.20% | 减仓 |
 礼来LLY |
| 0.87% | 0.78% | $889.0万 | 9,889股 | $777.9万 | 1.0万股 | -187股-1.86% | 减仓 |
 微软MSFT |
| 0.84% | 0.94% | $856.1万 | 2.2万股 | $929.3万 | 2.2万股 | -390股-1.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.43% | 0.35% | $439.6万 | 8,244股 | $343.9万 | 7,586股 | +658股+8.67% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.39% | 0.44% | $400.1万 | 10.7万股 | $436.7万 | 10.4万股 | +2,770股+2.66% | 加仓 |
 英伟达NVDA |
| 0.39% | 0.53% | $395.7万 | 3.6万股 | $530.0万 | 3.9万股 | -3,138股-7.95% | 减仓 |
| NNUSHARES ETF TRNUEM |
| 0.38% | 0.38% | $386.6万 | 13.2万股 | $378.1万 | 13.0万股 | +1,442股+1.11% | 加仓 |
| NNUSHARES ETF TRNULG |
| 0.37% | 0.4% | $379.3万 | 4.7万股 | $392.5万 | 4.6万股 | +1,310股+2.87% | 加仓 |
 博通AVGO |
| 0.34% | 0.42% | $351.0万 | 1.8万股 | $416.0万 | 1.8万股 | +291股+1.62% | 加仓 |
 泛林集团LRCX |
| 0.34% | 0.35% | $343.2万 | 4.8万股 | $346.2万 | 4.8万股 | +115股+0.24% | 加仓 |
 赛富时CRM |
| 0.27% | 0.35% | $279.5万 | 1.0万股 | $350.8万 | 1.0万股 | -81股-0.77% | 减仓 |
 甲骨文ORCL |
| 0.24% | 0.28% | $244.6万 | 1.7万股 | $281.6万 | 1.7万股 | +484股+2.86% | 加仓 |
 耐克NKE |
| 0.24% | 0.32% | $241.1万 | 4.3万股 | $313.6万 | 4.1万股 | +1,516股+3.68% | 加仓 |
 宝洁PG |
| 0.2% | 0.21% | $206.2万 | 1.3万股 | $211.3万 | 1.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.19% | 0.24% | $195.4万 | 1.2万股 | $238.1万 | 1.3万股 | -273股-2.17% | 减仓 |
 亚马逊AMZN |
| 0.18% | 0.21% | $182.1万 | 9,872股 | $210.4万 | 9,588股 | +284股+2.96% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.15% | 0.18% | $157.4万 | 9,781股 | $174.4万 | 9,157股 | +624股+6.81% | 加仓 |
 埃克森美孚XOM |
| 0.14% | 0.15% | $144.9万 | 1.4万股 | $145.2万 | 1.3万股 | +224股+1.66% | 加仓 |
 VisaV |
| 0.13% | 0.11% | $131.6万 | 3,808股 | $110.3万 | 3,492股 | +316股+9.05% | 加仓 |
 NETFLIXNFLX |
| 0.13% | 0.12% | $131.0万 | 1,157股 | $118.3万 | 1,327股 | -170股-12.81% | 减仓 |
| IIBMIBM |
| 0.13% | 0.12% | $130.1万 | 5,380股 | $118.6万 | 5,395股 | -15股-0.28% | 减仓 |
 好市多COST |
| 0.12% | 0.12% | $126.7万 | 1,274股 | $117.4万 | 1,281股 | -7股-0.55% | 减仓 |
 雅培ABT |
| 0.12% | 0.13% | $125.5万 | 9,556股 | $125.3万 | 1.1万股 | -1,517股-13.70% | 减仓 |
 台积电TSM |
| 0.12% | 0.15% | $121.0万 | 7,259股 | $144.4万 | 7,290股 | -31股-0.43% | 减仓 |
 家得宝HD |
| 0.12% | 0.11% | $119.7万 | 3,322股 | $113.4万 | 2,916股 | +406股+13.92% | 加仓 |
| IiShares安硕信托IVV |
| 0.11% | 0.11% | $116.0万 | 2,079股 | $106.2万 | 1,804股 | +275股+15.24% | 加仓 |
 美国合众银行USB |
| 0.11% | 0.17% | $114.0万 | 2.8万股 | $167.0万 | 3.5万股 | -6,296股-18.22% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.11% | 0.14% | $113.5万 | 1.4万股 | $138.6万 | 1.8万股 | -3,428股-19.30% | 减仓 |
| IiShares安硕信托STIP |
| 0.11% | 0.13% | $113.5万 | 1.1万股 | $126.2万 | 1.3万股 | -1,578股-12.58% | 减仓 |
 联合健康UNH |
| 0.11% | 0.11% | $112.6万 | 2,736股 | $106.8万 | 2,111股 | +625股+29.61% | 加仓 |
 强生JNJ |
| 0.11% | 0.12% | $110.0万 | 7,038股 | $114.6万 | 7,924股 | -886股-11.18% | 减仓 |
| IiShares安硕信托ITOT |
| 0.11% | 0.18% | $109.3万 | 9,034股 | $179.3万 | 1.4万股 | -4,910股-35.21% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.11% | 0.11% | $109.1万 | 5,710股 | $113.1万 | 5,776股 | -66股-1.14% | 减仓 |
| NNUSHARES ETF TRNUBD |
| 0.1% | 0.1% | $107.3万 | 4.8万股 | $103.0万 | 4.7万股 | +1,069股+2.26% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.1% | 0.1% | $106.0万 | 2.0万股 | $96.2万 | 2.0万股 | -67股-0.33% | 减仓 |
 SAP SPON ADRSAP |
| 0.1% | 0.09% | $103.0万 | 3,526股 | $88.7万 | 3,601股 | -75股-2.08% | 减仓 |
 思科CSCO |
| 0.1% | 0.11% | $97.9万 | 1.7万股 | $105.3万 | 1.8万股 | -837股-4.70% | 减仓 |
 Meta平台META |
| 0.1% | 0.11% | $97.8万 | 1,782股 | $104.6万 | 1,786股 | -4股-0.22% | 减仓 |
