| V先锋领航指数基金VOO |
| 13.84% | 13.93% | $8,446.2万 | 12.3万股 | $7,514.1万 | 12.6万股 | -2,771股-2.20% | 减仓 |
| TTCW ETF TRUSTXB |
| 8.17% | 8.19% | $4,985.0万 | 127.1万股 | $4,415.3万 | 112.4万股 | +14.7万股+13.07% | 加仓 |
| V先锋领航债券指数基金BIV |
| 7.88% | 8.67% | $4,808.4万 | 62.7万股 | $4,677.7万 | 60.6万股 | +2.1万股+3.44% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 5.67% | 5.97% | $3,460.6万 | 76.7万股 | $3,218.6万 | 75.9万股 | +8,206股+1.08% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 5.35% | 5.49% | $3,267.9万 | 39.6万股 | $2,959.8万 | 39.1万股 | +5,378股+1.38% | 加仓 |
| V先锋领航指数基金VUG |
| 5.05% | 4.94% | $3,084.0万 | 35.8万股 | $2,663.0万 | 6.1万股 | +29.7万股+487.24% | 加仓 |
| NNEUBERGER BERMAN ETF TRUSTNBSD |
| 4.08% | 4.22% | $2,491.5万 | 49.3万股 | $2,278.4万 | 44.9万股 | +4.4万股+9.79% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 3.89% | 3.74% | $2,373.6万 | 18.2万股 | $2,017.9万 | 17.7万股 | +5,510股+3.12% | 加仓 |
 Meta平台META |
| 3.18% | 4.12% | $1,943.6万 | 3.5万股 | $2,223.5万 | 3.9万股 | -4,360股-11.22% | 减仓 |
| S道富SPYV |
| 3.07% | 2.91% | $1,874.0万 | 30.8万股 | $1,567.4万 | 27.7万股 | +3.1万股+11.27% | 加仓 |
| IiShares安硕·COREIJR |
| 2.98% | 2.83% | $1,818.7万 | 12.3万股 | $1,528.8万 | 12.3万股 | -348股-0.28% | 减仓 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 2.9% | 2.84% | $1,772.1万 | 17.0万股 | $1,532.9万 | 15.0万股 | +2.1万股+13.88% | 加仓 |
| IiShares安硕信托DSI |
| 2.11% | 2.06% | $1,288.5万 | 9.0万股 | $1,109.8万 | 9.2万股 | -1,086股-1.19% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.01% | 2.23% | $1,228.6万 | 7.8万股 | $1,204.2万 | 8.1万股 | -3,565股-4.38% | 减仓 |
| IISHARES USD GREEN BOND ETFBGRN |
| 1.98% | 2.19% | $1,209.6万 | 25.5万股 | $1,179.2万 | 24.8万股 | +6,387股+2.57% | 加仓 |
| IiShares安硕信托SUSB |
| 1.68% | 1.88% | $1,026.3万 | 41.1万股 | $1,013.7万 | 40.4万股 | +6,235股+1.54% | 加仓 |
| V先锋领航·MIDVO |
| 1.34% | 1.35% | $818.7万 | 10.2万股 | $727.1万 | 2.5万股 | +7.6万股+301.35% | 加仓 |
| NNUSHARES ETF TRNULG |
| 1.28% | 1.14% | $783.2万 | 6.7万股 | $614.8万 | 6.8万股 | -693股-1.03% | 减仓 |
| F第一信托交易所交易基金IIIFSMB |
| 1.17% | 1.32% | $715.3万 | 35.8万股 | $713.3万 | 35.7万股 | +501股+0.14% | 加仓 |
 英伟达NVDA |
| 1.17% | 1.13% | $714.0万 | 3.6万股 | $610.4万 | 3.5万股 | +687股+1.96% | 加仓 |
 苹果AAPL |
| 1.15% | 1.06% | $702.1万 | 2.4万股 | $569.4万 | 2.2万股 | +1,831股+8.16% | 加仓 |
 康宁GLW |
| 0.99% | 0.6% | $603.2万 | 2.4万股 | $322.0万 | 2.4万股 | -63股-0.27% | 减仓 |
| V先锋领航全球基金VCEB |
| 0.91% | 0.82% | $556.8万 | 8.9万股 | $444.1万 | 7.1万股 | +1.8万股+25.52% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.9% | 0.77% | $551.0万 | 1.6万股 | $413.5万 | 1.4万股 | +2,258股+16.12% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.87% | 0.82% | $533.8万 | 10.9万股 | $444.9万 | 10.5万股 | +4,217股+4.02% | 加仓 |
| G通用动力VTI |
| 0.79% | 0.93% | $482.2万 | 1.3万股 | $500.6万 | 1.6万股 | -2,573股-16.49% | 减仓 |
 谷歌AGOOGL |
| 0.7% | 0.59% | $427.1万 | 1.2万股 | $319.6万 | 1.1万股 | +836股+7.52% | 加仓 |
| V先锋领航指数基金VTV |
| 0.64% | 0.67% | $389.4万 | 1.8万股 | $358.8万 | 1.8万股 | -416股-2.27% | 减仓 |
| IiShares安硕信托GVI |
| 0.63% | 0.7% | $382.2万 | 3.6万股 | $379.2万 | 3.6万股 | -210股-0.59% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.61% | 0.78% | $369.7万 | 9.3万股 | $421.2万 | 11.8万股 | -2.4万股-20.74% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.55% | 0.4% | $333.4万 | 3.8万股 | $217.8万 | 5,927股 | +3.2万股+539.87% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.5% | 0.49% | $305.8万 | 1.4万股 | $266.0万 | 1.4万股 | +515股+3.72% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.48% | 0.46% | $295.5万 | 5.3万股 | $249.3万 | 5.3万股 | -192股-0.36% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.48% | 0.48% | $292.3万 | 2.4万股 | $259.3万 | 2.6万股 | -1,809股-6.99% | 减仓 |
 iShares安硕信托FITB |
| 0.45% | 0.44% | $274.5万 | 5.3万股 | $238.3万 | 5.3万股 | +104股+0.20% | 加仓 |
 亚马逊AMZN |
| 0.44% | 0.4% | $270.0万 | 1.1万股 | $218.1万 | 1.0万股 | +856股+8.17% | 加仓 |
| IiShares安硕信托IVV |
| 0.42% | 0.44% | $256.6万 | 3,426股 | $238.0万 | 3,643股 | -217股-5.96% | 减仓 |
 微软MSFT |
| 0.42% | 0.49% | $255.6万 | 6,852股 | $265.7万 | 7,177股 | -325股-4.53% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.41% | 0.41% | $250.2万 | 4.2万股 | $219.6万 | 4.1万股 | +1,295股+3.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.27% | $182.7万 | 5,171股 | $145.0万 | 5,054股 | +117股+2.31% | 加仓 |
| DDimensional维度·USDFUV |
| 0.28% | 0.32% | $168.1万 | 3.1万股 | $173.0万 | 3.6万股 | -5,138股-14.40% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.25% | $162.3万 | 3,244股 | $137.1万 | 2,860股 | +384股+13.43% | 加仓 |
| IiShares安硕信托NYF |
| 0.25% | 0.28% | $154.5万 | 2.9万股 | $152.2万 | 2.9万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.23% | 0.19% | $142.7万 | 3,777股 | $104.3万 | 3,371股 | +406股+12.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.07% | $136.6万 | 1,829股 | $38.3万 | 589股 | +1,240股+210.53% | 加仓 |
 摩根大通JPM |
| 0.22% | 0.21% | $134.7万 | 4,114股 | $115.8万 | 3,938股 | +176股+4.47% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.21% | 0.22% | $127.3万 | 2.9万股 | $119.2万 | 3.1万股 | -1,983股-6.46% | 减仓 |
 强生JNJ |
| 0.2% | 0.12% | $119.8万 | 4,716股 | $67.2万 | 2,749股 | +1,967股+71.55% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.19% | 0.19% | $118.0万 | 1.4万股 | $102.1万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.19% | — | $118.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
