| DDimensional维度ETF信托DFAC |
| 15.17% | 14.86% | $2.98亿 | 670.7万股 | $2.60亿 | 669.5万股 | +1.2万股+0.18% | 加仓 |
| IiShares安硕信托MTUM |
| 7.46% | 5.97% | $1.46亿 | 42.7万股 | $1.05亿 | 43.6万股 | -8,808股-2.02% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 6.94% | 7.84% | $1.36亿 | 250.0万股 | $1.37亿 | 254.2万股 | -4.2万股-1.65% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 5.67% | 5.74% | $1.11亿 | 298.4万股 | $1.01亿 | 282.9万股 | +15.4万股+5.46% | 加仓 |
| IiShares安硕信托IUSB |
| 5.23% | 5.93% | $1.03亿 | 222.3万股 | $1.04亿 | 224.9万股 | -2.6万股-1.14% | 减仓 |
| AAvantis·U SAVUV |
| 4.25% | 4.28% | $8,332.2万 | 66.8万股 | $7,484.7万 | 67.8万股 | -9,673股-1.43% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.93% | 4.08% | $7,716.5万 | 159.3万股 | $7,138.6万 | 148.6万股 | +10.8万股+7.25% | 加仓 |
| V先锋领航·TOTALBND |
| 3.35% | 3.5% | $6,562.6万 | 89.4万股 | $6,129.4万 | 83.2万股 | +6.2万股+7.40% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 3.17% | 3.61% | $6,214.0万 | 128.6万股 | $6,314.0万 | 131.7万股 | -3.2万股-2.41% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 3.08% | 2.91% | $6,046.8万 | 148.8万股 | $5,087.4万 | 147.2万股 | +1.5万股+1.05% | 加仓 |
| SSYMMETRY PANORAMIC TRSMOM |
| 2.95% | 2.99% | $5,782.2万 | 207.7万股 | $5,236.2万 | 210.0万股 | -2.3万股-1.09% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.69% | 2.71% | $5,273.9万 | 126.4万股 | $4,742.4万 | 129.0万股 | -2.6万股-2.04% | 减仓 |
| IiShares安硕信托IMTM |
| 2.58% | 2.52% | $5,058.8万 | 94.9万股 | $4,409.4万 | 91.8万股 | +3.0万股+3.31% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.52% | 2.78% | $4,951.6万 | 63.6万股 | $4,864.6万 | 62.0万股 | +1.5万股+2.44% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.93% | 1.81% | $3,790.4万 | 17.3万股 | $3,168.9万 | 16.5万股 | +7,529股+4.56% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.79% | 1.93% | $3,509.8万 | 34.1万股 | $3,373.7万 | 33.8万股 | +2,744股+0.81% | 加仓 |
| IiShares安硕信托USMV |
| 1.76% | 1.76% | $3,448.7万 | 35.8万股 | $3,087.5万 | 33.3万股 | +2.5万股+7.39% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.6% | 1.53% | $3,142.3万 | 34.5万股 | $2,678.1万 | 33.2万股 | +1.2万股+3.70% | 加仓 |
 苹果AAPL |
| 1.56% | 1.5% | $3,053.9万 | 10.6万股 | $2,619.0万 | 10.3万股 | +2,344股+2.27% | 加仓 |
| DDimensional维度·USDFUV |
| 1.45% | 1.51% | $2,845.4万 | 51.7万股 | $2,647.1万 | 54.6万股 | -2.9万股-5.31% | 减仓 |
| A美国世纪ETF信托DSPY |
| 1.33% | 1.34% | $2,609.2万 | 39.8万股 | $2,337.2万 | 39.0万股 | +8,086股+2.08% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.05% | 1.14% | $2,067.7万 | 56.1万股 | $1,990.8万 | 58.6万股 | -2.5万股-4.23% | 减仓 |
| IiShares安硕信托GVI |
| 0.98% | 1.02% | $1,926.7万 | 17.9万股 | $1,782.5万 | 16.8万股 | +1.1万股+6.61% | 加仓 |
 英伟达NVDA |
| 0.74% | 0.23% | $1,460.3万 | 7.3万股 | $403.1万 | 2.3万股 | +5.0万股+215.80% | 加仓 |
| G通用动力VTI |
| 0.71% | 0.69% | $1,394.7万 | 3.8万股 | $1,209.5万 | 3.8万股 | -11股-0.03% | 减仓 |
| IiShares安硕信托EFAV |
| 0.7% | 0.73% | $1,371.8万 | 15.6万股 | $1,284.0万 | 14.1万股 | +1.6万股+11.30% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.7% | 0.73% | $1,364.3万 | 14.2万股 | $1,271.7万 | 13.3万股 | +8,720股+6.56% | 加仓 |
| A美国世纪ETF信托EFV |
| 0.62% | 0.61% | $1,215.4万 | 15.7万股 | $1,064.8万 | 14.2万股 | +1.5万股+10.33% | 加仓 |
| IiShares安硕EEMV |
| 0.56% | 0.5% | $1,089.2万 | 14.5万股 | $873.9万 | 13.5万股 | +9,690股+7.18% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.5% | 0.52% | $977.9万 | 11.9万股 | $908.4万 | 11.0万股 | +9,072股+8.25% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.49% | 0.51% | $958.8万 | 20.0万股 | $899.0万 | 18.8万股 | +1.2万股+6.35% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.46% | 0.47% | $902.1万 | 3.7万股 | $822.5万 | 3.8万股 | -736股-1.94% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.4% | 0.39% | $776.2万 | 6.1万股 | $674.1万 | 6.1万股 | -31股-0.05% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.55% | $774.4万 | 5.7万股 | $956.0万 | 5.6万股 | +291股+0.52% | 加仓 |
| V先锋领航指数基金VTV |
| 0.37% | 0.38% | $726.1万 | 3.3万股 | $663.5万 | 3.4万股 | -497股-1.47% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.35% | 0.33% | $676.8万 | 8.3万股 | $577.8万 | 8.1万股 | +1,121股+1.38% | 加仓 |
 微软MSFT |
| 0.34% | 0.36% | $661.5万 | 1.8万股 | $636.9万 | 1.7万股 | +530股+3.08% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.33% | 0.34% | $638.4万 | 9.0万股 | $590.6万 | 9.2万股 | -2,565股-2.78% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.3% | 0.32% | $588.9万 | 11.7万股 | $554.0万 | 11.1万股 | +6,324股+5.70% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.27% | 0.32% | $538.0万 | 2.8万股 | $568.0万 | 4.3万股 | -1.4万股-33.92% | 减仓 |
| IiShares安硕信托EFV |
| 0.27% | 0.3% | $531.8万 | 6.9万股 | $524.1万 | 7.0万股 | -1,025股-1.45% | 减仓 |
| IiShares安硕信托GVI |
| 0.27% | 0.28% | $531.6万 | 5.0万股 | $498.4万 | 4.7万股 | +3,137股+6.70% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.21% | $471.6万 | 2.0万股 | $359.3万 | 1.7万股 | +2,537股+14.71% | 加仓 |
 AVANTIS INTLNGG |
| 0.23% | 0.25% | $453.5万 | 5.1万股 | $442.7万 | 5.2万股 | -1,349股-2.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.17% | $433.0万 | 1.2万股 | $306.1万 | 1.1万股 | +1,584股+14.84% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.22% | 0.23% | $424.0万 | 2.7万股 | $397.8万 | 2.7万股 | +195股+0.71% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.21% | 0.22% | $419.5万 | 7.0万股 | $390.3万 | 7.2万股 | -1,935股-2.68% | 减仓 |
 礼来LLY |
| 0.2% | 0.12% | $398.9万 | 3,325股 | $211.0万 | 2,294股 | +1,031股+44.94% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.2% | 0.22% | $390.3万 | 7.2万股 | $391.6万 | 7.4万股 | -1,937股-2.61% | 减仓 |
 谷歌AGOOGL |
| 0.2% | 0.15% | $387.1万 | 1.1万股 | $263.5万 | 9,162股 | +1,670股+18.23% | 加仓 |
