| V先锋领航斯科茨代尔基金VGIT |
| 9.18% | 9.3% | $6,959.7万 | 118.0万股 | $6,188.9万 | 103.9万股 | +14.1万股+13.54% | 加仓 |
| IiShares安硕信托ITOT |
| 8.75% | 8.08% | $6,633.7万 | 40.4万股 | $5,377.2万 | 37.8万股 | +2.6万股+6.97% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 7.89% | 7.75% | $5,981.3万 | 134.8万股 | $5,156.3万 | 132.7万股 | +2.1万股+1.62% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 4.03% | 3.99% | $3,056.8万 | 64.0万股 | $2,656.9万 | 55.5万股 | +8.5万股+15.36% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.97% | 4.1% | $3,010.3万 | 59.9万股 | $2,730.8万 | 54.7万股 | +5.3万股+9.62% | 加仓 |
| G通用动力VTI |
| 3.73% | 3.83% | $2,824.1万 | 7.6万股 | $2,551.5万 | 8.0万股 | -3,215股-4.04% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.52% | 3.68% | $2,668.8万 | 25.9万股 | $2,449.9万 | 24.5万股 | +1.4万股+5.56% | 加仓 |
| AAvantis·U SAVUV |
| 3.5% | 3.27% | $2,651.3万 | 21.3万股 | $2,175.7万 | 19.7万股 | +1.6万股+7.90% | 加仓 |
| IiShares安硕信托IDEV |
| 3.03% | 3.07% | $2,299.0万 | 25.8万股 | $2,043.4万 | 24.5万股 | +1.4万股+5.63% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.02% | 1.8% | $1,528.1万 | 37.6万股 | $1,194.6万 | 34.6万股 | +3.0万股+8.74% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.97% | 2.23% | $1,496.6万 | 25.7万股 | $1,482.0万 | 25.3万股 | +3,982股+1.57% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.9% | 1.93% | $1,443.6万 | 17.6万股 | $1,281.2万 | 18.1万股 | -4,500股-2.49% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.64% | 1.61% | $1,241.8万 | 12.9万股 | $1,074.4万 | 13.3万股 | -4,631股-3.47% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.57% | 1.59% | $1,187.7万 | 28.8万股 | $1,059.5万 | 27.2万股 | +1.6万股+5.88% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.54% | 1.7% | $1,169.5万 | 21.6万股 | $1,130.8万 | 21.4万股 | +2,248股+1.05% | 加仓 |
 英伟达NVDA |
| 1.52% | 1.51% | $1,154.3万 | 5.8万股 | $1,007.9万 | 5.8万股 | -106股-0.18% | 减仓 |
 苹果AAPL |
| 1.5% | 1.48% | $1,136.0万 | 3.9万股 | $984.4万 | 3.9万股 | +472股+1.22% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.44% | 1.33% | $1,093.3万 | 14.9万股 | $883.3万 | 14.2万股 | +7,279股+5.13% | 加仓 |
 AVANTIS INTLNGG |
| 1.44% | 1.56% | $1,088.2万 | 12.2万股 | $1,038.7万 | 12.2万股 | -438股-0.36% | 减仓 |
| A美国世纪ETF信托AVUS |
| 1.28% | 1.31% | $968.8万 | 7.6万股 | $874.0万 | 7.9万股 | -2,969股-3.78% | 减仓 |
| DDimensional维度·USDFUV |
| 1.01% | 0.99% | $765.3万 | 13.9万股 | $658.4万 | 13.6万股 | +3,262股+2.40% | 加仓 |
 特斯拉TSLA |
| 0.98% | 0.93% | $745.0万 | 1.8万股 | $619.4万 | 1.7万股 | +1,051股+6.31% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.94% | 0.98% | $715.0万 | 10.2万股 | $653.1万 | 10.5万股 | -2,295股-2.19% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.92% | 0.94% | $700.3万 | 20.5万股 | $626.9万 | 19.5万股 | +1.1万股+5.47% | 加仓 |
| IiShares安硕IEMG |
| 0.89% | 0.88% | $674.3万 | 8.1万股 | $585.0万 | 8.4万股 | -2,478股-2.95% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.87% | 0.87% | $662.1万 | 6.1万股 | $582.0万 | 6.2万股 | -851股-1.38% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 0.84% | 0.84% | $638.9万 | 21.9万股 | $559.4万 | 22.0万股 | -1,587股-0.72% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 0.78% | $562.7万 | 1.1万股 | $515.8万 | 1.1万股 | +481股+4.47% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.73% | 0.76% | $551.1万 | 7.7万股 | $508.9万 | 7.9万股 | -2,056股-2.59% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.68% | 0.64% | $518.8万 | 12.4万股 | $428.9万 | 11.7万股 | +7,641股+6.55% | 加仓 |
 亚马逊AMZN |
| 0.67% | 0.67% | $508.1万 | 2.1万股 | $445.2万 | 2.1万股 | -57股-0.27% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.63% | 0.7% | $481.1万 | 11.4万股 | $468.7万 | 11.1万股 | +2,986股+2.69% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.63% | 0.73% | $477.9万 | 11.9万股 | $488.6万 | 12.4万股 | -4,791股-3.87% | 减仓 |
| IiShares安硕信托EFV |
| 0.63% | 0.7% | $475.9万 | 6.2万股 | $463.2万 | 6.2万股 | -139股-0.22% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.6% | 0.59% | $457.4万 | 2.1万股 | $392.0万 | 2.1万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFIC |
| 0.59% | 0.65% | $446.7万 | 12.0万股 | $431.4万 | 12.1万股 | -1,539股-1.27% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.57% | 0.57% | $429.1万 | 10.7万股 | $381.7万 | 11.3万股 | -6,028股-5.35% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.56% | 0.57% | $420.9万 | 5,296股 | $382.3万 | 5,252股 | +44股+0.84% | 加仓 |
| DDimensional维度ETF信托DFGR |
| 0.48% | 0.5% | $366.4万 | 12.6万股 | $329.9万 | 12.4万股 | +2,387股+1.92% | 加仓 |
 微软MSFT |
| 0.46% | 0.55% | $349.6万 | 9,371股 | $366.9万 | 9,912股 | -541股-5.46% | 减仓 |
 伊顿ETN |
| 0.46% | 0.45% | $345.2万 | 8,101股 | $298.9万 | 8,358股 | -257股-3.07% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.43% | 0.46% | $323.5万 | 6.4万股 | $305.4万 | 6.7万股 | -2,700股-4.04% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.41% | 0.44% | $311.2万 | 8.4万股 | $289.7万 | 8.5万股 | -828股-0.97% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.41% | 0.42% | $308.4万 | 1.3万股 | $278.9万 | 1.3万股 | -146股-1.14% | 减仓 |
 美光科技MU |
| 0.41% | 0.14% | $308.1万 | 2,669股 | $95.1万 | 2,816股 | -147股-5.22% | 减仓 |
| V先锋领航指数基金VTV |
| 0.4% | 0.43% | $306.4万 | 1.4万股 | $288.0万 | 1.5万股 | -621股-4.23% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.4% | 0.44% | $301.9万 | 7.8万股 | $290.6万 | 8.3万股 | -5,103股-6.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.36% | $289.9万 | 8,205股 | $239.6万 | 8,352股 | -147股-1.76% | 减仓 |
 沃尔玛WMT |
| 0.36% | 0.46% | $269.7万 | 2.4万股 | $305.0万 | 2.5万股 | -731股-2.98% | 减仓 |
 摩根大通JPM |
| 0.34% | 0.34% | $255.9万 | 7,818股 | $228.6万 | 7,773股 | +45股+0.58% | 加仓 |
