| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 19.32% | 19.04% | $6,418.2万 | 133.3万股 | $5,714.2万 | 128.6万股 | +4.7万股+3.62% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 16.15% | 16.55% | $5,366.6万 | 221.1万股 | $4,968.6万 | 206.5万股 | +14.7万股+7.10% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 8.81% | 8.97% | $2,927.1万 | 53.4万股 | $2,691.9万 | 51.1万股 | +2.3万股+4.57% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 7.4% | 7.48% | $2,458.4万 | 102.2万股 | $2,246.1万 | 95.2万股 | +7.0万股+7.36% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 6.91% | 6.61% | $2,294.7万 | 55.0万股 | $1,985.0万 | 46.7万股 | +8.3万股+17.74% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 5.15% | 4.87% | $1,712.2万 | 36.9万股 | $1,462.9万 | 32.9万股 | +4.0万股+12.28% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 3.39% | 2.66% | $1,125.9万 | 44.3万股 | $797.1万 | 32.4万股 | +11.9万股+36.64% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 3.2% | 3.62% | $1,062.1万 | 22.3万股 | $1,086.1万 | 22.5万股 | -1,816股-0.81% | 减仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 3.04% | 2.73% | $1,010.2万 | 46.9万股 | $820.0万 | 38.2万股 | +8.8万股+23.03% | 加仓 |
| S嘉信·USSCHX |
| 2.57% | 2.65% | $854.4万 | 16.3万股 | $795.3万 | 16.4万股 | -1,271股-0.77% | 减仓 |
| S嘉信策略信托SCHM |
| 2.15% | 2.29% | $715.4万 | 10.1万股 | $686.3万 | 10.1万股 | -437股-0.43% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.91% | 1.87% | $635.2万 | 8.5万股 | $560.7万 | 8.6万股 | -1,283股-1.49% | 减仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 1.44% | 1.54% | $477.6万 | 5.8万股 | $463.4万 | 5.9万股 | -894股-1.52% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.2% | 1.18% | $399.1万 | 12.1万股 | $355.2万 | 11.0万股 | +1.1万股+10.25% | 加仓 |
| S嘉信·USSCHA |
| 1.1% | 1.16% | $365.5万 | 8.3万股 | $349.6万 | 8.3万股 | +59股+0.07% | 加仓 |
| DDimensional维度·USDFUV |
| 0.96% | 0.73% | $318.6万 | 9.2万股 | $220.0万 | 6.6万股 | +2.7万股+40.51% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.91% | 0.95% | $303.7万 | 12.5万股 | $284.5万 | 12.2万股 | +2,909股+2.39% | 加仓 |
| V先锋领航·S&PIVOG |
| 0.75% | 0.87% | $248.4万 | 2.7万股 | $260.6万 | 2.9万股 | -2,764股-9.42% | 减仓 |
| IiShares安硕·COREIJH |
| 0.72% | 0.79% | $240.7万 | 9,206股 | $237.4万 | 9,490股 | -284股-2.99% | 减仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.71% | 0.74% | $234.8万 | 1.3万股 | $221.7万 | 1.3万股 | -127股-0.95% | 减仓 |
| IiShares安硕信托IVV |
| 0.7% | 0.72% | $233.6万 | 5,241股 | $215.3万 | 5,239股 | +2股+0.04% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.7% | 0.76% | $231.0万 | 1.9万股 | $228.5万 | 1.9万股 | -287股-1.51% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.53% | 1.39% | $174.9万 | 6.4万股 | $418.6万 | 15.5万股 | -9.1万股-58.78% | 减仓 |
| V先锋领航指数基金VBK |
| 0.47% | 0.49% | $157.2万 | 6,844股 | $148.1万 | 6,840股 | +4股+0.06% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.45% | 0.44% | $150.7万 | 6.4万股 | $131.8万 | 5.5万股 | +8,362股+15.10% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.45% | 0.49% | $150.1万 | 1.1万股 | $148.1万 | 1.1万股 | -199股-1.80% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.44% | 0.4% | $147.5万 | 4.4万股 | $120.3万 | 3.6万股 | +7,991股+22.40% | 加仓 |
| S嘉信策略信托SCHE |
| 0.44% | 0.49% | $147.2万 | 6.0万股 | $146.2万 | 6.0万股 | +114股+0.19% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.39% | 0.39% | $130.4万 | 5,132股 | $118.3万 | 5,132股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.38% | 0.42% | $127.7万 | 1.9万股 | $126.1万 | 1.9万股 | -192股-1.00% | 减仓 |
| V先锋领航指数基金VOT |
| 0.38% | 0.42% | $125.6万 | 6,102股 | $127.2万 | 6,525股 | -423股-6.48% | 减仓 |
| S嘉信策略信托SCHF |
| 0.38% | 0.41% | $125.3万 | 3.5万股 | $123.9万 | 3.6万股 | -441股-1.24% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.36% | 0.39% | $120.8万 | 7,305股 | $116.5万 | 7,336股 | -31股-0.42% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.36% | 0.43% | $120.8万 | 3.0万股 | $129.9万 | 3.2万股 | -2,462股-7.66% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 0.35% | 0.37% | $116.7万 | 5.1万股 | $110.5万 | 4.8万股 | +3,086股+6.42% | 加仓 |
 艾伯维ABBV |
| 0.33% | 0.44% | $110.9万 | 8,230股 | $130.7万 | 8,202股 | +28股+0.34% | 加仓 |
| G通用动力VTI |
| 0.3% | 0.09% | $99.2万 | 4,503股 | $27.2万 | 1,334股 | +3,169股+237.56% | 加仓 |
 雅培ABT |
| 0.27% | 0.28% | $89.5万 | 8,211股 | $83.1万 | 8,202股 | +9股+0.11% | 加仓 |
 宝洁PG |
| 0.26% | 0.28% | $85.7万 | 5,646股 | $83.7万 | 5,631股 | +15股+0.27% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.25% | 0.36% | $83.7万 | 3.6万股 | $109.1万 | 4.7万股 | -1.2万股-24.76% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.25% | 0.26% | $82.5万 | 9,314股 | $78.9万 | 9,314股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.2% | 0.2% | $66.8万 | 5,788股 | $61.0万 | 5,736股 | +52股+0.91% | 加仓 |
| V先锋领航指数基金VTV |
| 0.2% | 0.21% | $66.0万 | 4,644股 | $62.6万 | 4,534股 | +110股+2.43% | 加仓 |
 礼来LLY |
| 0.18% | 0.12% | $58.4万 | 1,245股 | $37.4万 | 1,088股 | +157股+14.43% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.17% | 0.18% | $58.0万 | 3,724股 | $54.6万 | 3,724股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.16% | 0.16% | $53.7万 | 1,453股 | $46.6万 | 1,453股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.15% | 0.17% | $49.3万 | 1.5万股 | $49.8万 | 1.5万股 | -179股-1.19% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.14% | 0.08% | $48.1万 | 1.0万股 | $23.7万 | 5,237股 | +5,183股+98.97% | 加仓 |
| CCIGNALIBD |
| 0.14% | 0.14% | $46.5万 | 1,656股 | $42.3万 | 1,656股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 0.14% | — | $46.1万 | 8,569股 | $0 | 0股 | +8,569股 | 新买入 |
