| IiShares安硕信托IVV |
| 9.08% | 8.96% | $3,922.0万 | 5.2万股 | $3,454.8万 | 5.3万股 | -520股-0.98% | 减仓 |
 苹果AAPL |
| 4.76% | 4.71% | $2,056.6万 | 7.1万股 | $1,817.2万 | 7.2万股 | -529股-0.74% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.61% | 3.73% | $1,559.4万 | 30.9万股 | $1,438.3万 | 31.5万股 | -5,606股-1.78% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.3% | 3.62% | $1,423.1万 | 18.0万股 | $1,396.6万 | 17.6万股 | +3,888股+2.21% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 2.96% | 3.04% | $1,278.9万 | 23.5万股 | $1,171.6万 | 21.7万股 | +1.8万股+8.22% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 2.84% | 2.9% | $1,228.1万 | 25.7万股 | $1,118.9万 | 23.4万股 | +2.3万股+10.05% | 加仓 |
| S嘉信策略信托SCHF |
| 2.72% | 2.79% | $1,176.1万 | 42.5万股 | $1,077.0万 | 43.5万股 | -1.1万股-2.43% | 减仓 |
| S嘉信策略信托SCHM |
| 2.57% | 2.49% | $1,107.9万 | 30.0万股 | $958.8万 | 31.0万股 | -9,213股-2.97% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.18% | 2.24% | $941.0万 | 13.5万股 | $865.2万 | 13.9万股 | -3,918股-2.83% | 减仓 |
 谷歌AGOOGL |
| 2.17% | 1.87% | $935.9万 | 2.6万股 | $721.0万 | 2.5万股 | +1,116股+4.45% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.09% | 2.06% | $902.8万 | 22.2万股 | $792.9万 | 22.9万股 | -7,323股-3.19% | 减仓 |
| V先锋领航指数基金VV |
| 1.98% | 1.95% | $853.8万 | 2.5万股 | $753.5万 | 2.5万股 | -387股-1.53% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.98% | 2.1% | $852.8万 | 17.0万股 | $808.6万 | 16.2万股 | +7,901股+4.88% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.89% | 1.91% | $814.3万 | 11.4万股 | $736.7万 | 11.5万股 | -679股-0.59% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.88% | 1.85% | $813.8万 | 21.0万股 | $713.4万 | 20.4万股 | +6,198股+3.04% | 加仓 |
| S嘉信·USSCHX |
| 1.77% | 1.74% | $764.7万 | 26.0万股 | $669.6万 | 26.1万股 | -1,352股-0.52% | 减仓 |
 摩根大通JPM |
| 1.72% | 1.73% | $742.7万 | 2.3万股 | $666.9万 | 2.3万股 | +19股+0.08% | 加仓 |
| DDimensional维度·USDFUV |
| 1.59% | 1.58% | $686.6万 | 12.5万股 | $610.2万 | 12.6万股 | -1,110股-0.88% | 减仓 |
 泛林集团LRCX |
| 1.57% | 1.14% | $677.1万 | 1.6万股 | $440.3万 | 2.1万股 | -4,983股-24.18% | 减仓 |
 英伟达NVDA |
| 1.5% | 1.47% | $646.4万 | 3.2万股 | $566.9万 | 3.3万股 | -200股-0.62% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 1.33% | 1.31% | $573.5万 | 21.9万股 | $506.6万 | 21.4万股 | +5,031股+2.35% | 加仓 |
 特斯拉TSLA |
| 1.28% | 1.31% | $554.0万 | 1.3万股 | $505.7万 | 1.4万股 | -430股-3.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.28% | 1.21% | $553.0万 | 1.1万股 | $466.8万 | 9,741股 | +1,311股+13.46% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.27% | 1.37% | $549.9万 | 10.9万股 | $527.6万 | 10.4万股 | +4,481股+4.30% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.25% | 1.27% | $541.7万 | 14.7万股 | $488.8万 | 14.4万股 | +3,131股+2.18% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 1.23% | 1.19% | $529.3万 | 13.4万股 | $459.4万 | 12.9万股 | +5,203股+4.04% | 加仓 |
 微软MSFT |
| 1.18% | 1.34% | $510.8万 | 1.4万股 | $518.8万 | 1.4万股 | -321股-2.29% | 减仓 |
| V先锋领航指数基金VOO |
| 1.12% | 1.09% | $482.1万 | 7,019股 | $419.9万 | 7,027股 | -8股-0.11% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.11% | 1.12% | $480.6万 | 5.6万股 | $431.0万 | 5.6万股 | +323股+0.58% | 加仓 |
| S嘉信策略信托SCHD |
| 1.09% | 1.19% | $468.5万 | 14.8万股 | $457.1万 | 14.9万股 | -1,256股-0.84% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.07% | 1.17% | $461.2万 | 8.8万股 | $449.7万 | 8.6万股 | +2,432股+2.84% | 加仓 |
| V先锋领航·MIDVO |
| 1.03% | 1.07% | $443.5万 | 5.5万股 | $411.1万 | 1.4万股 | +4.1万股+284.50% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.96% | 0.77% | $414.4万 | 4.1万股 | $297.8万 | 3.8万股 | +2,652股+7.01% | 加仓 |
 博通AVGO |
| 0.94% | 0.89% | $408.0万 | 1.1万股 | $344.5万 | 1.1万股 | -330股-2.96% | 减仓 |
| V先锋领航指数基金VB |
| 0.9% | 0.88% | $387.7万 | 1.3万股 | $338.9万 | 1.3万股 | -150股-1.16% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.9% | 0.95% | $386.8万 | 8.6万股 | $364.6万 | 8.2万股 | +4,216股+5.14% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.85% | 0.93% | $368.1万 | 9.2万股 | $360.1万 | 9.1万股 | +444股+0.49% | 加仓 |
| SSPDR黄金信托GLD |
| 0.84% | 1.05% | $362.7万 | 9,846股 | $406.5万 | 9,446股 | +400股+4.23% | 加仓 |
| V先锋领航指数基金VUG |
| 0.81% | 0.82% | $350.1万 | 4.1万股 | $316.3万 | 7,241股 | +3.3万股+461.29% | 加仓 |
 Meta平台META |
| 0.81% | 0.95% | $349.0万 | 6,195股 | $365.7万 | 6,393股 | -198股-3.10% | 减仓 |
 思科CSCO |
| 0.66% | 0.49% | $286.7万 | 2.4万股 | $188.6万 | 2.4万股 | +100股+0.41% | 加仓 |
 台积电TSM |
| 0.66% | 0.51% | $285.3万 | 5,974股 | $198.3万 | 5,868股 | +106股+1.81% | 加仓 |
 AMD超威AMD |
| 0.64% | 0.26% | $276.9万 | 4,766股 | $99.9万 | 4,910股 | -144股-2.93% | 减仓 |
| SSPDR道富系列信托BILS |
| 0.61% | 0.57% | $261.7万 | 2.6万股 | $219.7万 | 2.2万股 | +4,242股+19.20% | 加仓 |
| V先锋领航指数基金VTV |
| 0.58% | 0.57% | $250.3万 | 1.1万股 | $221.0万 | 1.1万股 | +219股+1.94% | 加仓 |
 亚马逊AMZN |
| 0.54% | 0.54% | $234.6万 | 9,845股 | $207.8万 | 9,977股 | -132股-1.32% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.53% | 0.56% | $230.7万 | 9,495股 | $214.6万 | 9,878股 | -383股-3.88% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.53% | 0.52% | $228.0万 | 5.7万股 | $198.9万 | 5.9万股 | -2,044股-3.48% | 减仓 |
| A美国世纪ETF信托AVMC |
| 0.5% | 0.43% | $216.7万 | 2.7万股 | $164.5万 | 2.3万股 | +4,231股+18.58% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.5% | 0.56% | $214.3万 | 2.1万股 | $214.6万 | 2.1万股 | -693股-3.22% | 减仓 |
