| DDimensional维度ETF信托DFAU |
| 42.81% | 40.53% | $1.87亿 | 361.3万股 | $1.54亿 | 341.8万股 | +19.5万股+5.70% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 12.42% | 12.49% | $5,420.3万 | 131.4万股 | $4,752.2万 | 122.0万股 | +9.4万股+7.73% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 10.46% | 9.73% | $4,562.2万 | 113.5万股 | $3,703.2万 | 109.4万股 | +4.1万股+3.74% | 加仓 |
| SSPDR道富系列信托SPTM |
| 9.72% | 10.1% | $4,239.1万 | 46.7万股 | $3,842.2万 | 48.6万股 | -1.9万股-3.93% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.01% | 3.27% | $1,313.0万 | 26.1万股 | $1,245.2万 | 27.3万股 | -1.2万股-4.47% | 减仓 |
| IiShares安硕信托AGG |
| 2.94% | 3.73% | $1,283.0万 | 13.0万股 | $1,420.9万 | 14.3万股 | -1.4万股-9.44% | 减仓 |
| IiShares安硕信托GVI |
| 2.32% | 2.9% | $1,010.5万 | 9.4万股 | $1,103.2万 | 10.4万股 | -1.0万股-9.65% | 减仓 |
| SSPDR道富指数基金SPEM |
| 2.3% | 2.49% | $1,002.3万 | 19.4万股 | $948.6万 | 20.2万股 | -8,645股-4.28% | 减仓 |
| IiShares安硕信托ICSH |
| 2.06% | 1.49% | $899.0万 | 17.8万股 | $566.1万 | 11.2万股 | +6.6万股+58.81% | 加仓 |
| S道富SPIB |
| 1.27% | 1.64% | $555.0万 | 16.6万股 | $624.4万 | 18.6万股 | -2.0万股-10.90% | 减仓 |
| IiShares安硕信托IWV |
| 1.25% | 1.31% | $547.2万 | 1.3万股 | $496.6万 | 1.3万股 | -564股-4.21% | 减仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 1.22% | 1.56% | $531.0万 | 20.7万股 | $593.4万 | 22.8万股 | -2.1万股-9.36% | 减仓 |
| SSPDR道富系列信托TFI |
| 0.63% | 0.88% | $275.3万 | 6.0万股 | $336.0万 | 7.4万股 | -1.4万股-18.89% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.59% | 0.65% | $258.0万 | 3.6万股 | $245.9万 | 3.8万股 | -2,161股-5.63% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.58% | 0.58% | $253.6万 | 5.7万股 | $222.2万 | 5.7万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.56% | 0.55% | $242.2万 | 6,545股 | $211.2万 | 6,584股 | -39股-0.59% | 减仓 |
| S道富SPAB |
| 0.52% | 0.69% | $228.7万 | 9.0万股 | $262.9万 | 10.3万股 | -1.3万股-12.66% | 减仓 |
 英伟达NVDA |
| 0.42% | 0.42% | $182.2万 | 9,107股 | $158.0万 | 9,057股 | +50股+0.55% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.41% | 0.4% | $178.5万 | 1.4万股 | $153.2万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.37% | 0.39% | $161.3万 | 1.7万股 | $147.2万 | 1.7万股 | +122股+0.73% | 加仓 |
 苹果AAPL |
| 0.32% | 0.31% | $139.7万 | 4,827股 | $119.3万 | 4,700股 | +127股+2.70% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.3% | 0.32% | $131.9万 | 3.6万股 | $121.6万 | 3.6万股 | +6股+0.02% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.29% | 0.36% | $128.6万 | 2.7万股 | $136.0万 | 2.8万股 | -1,629股-5.73% | 减仓 |
| V先锋领航指数基金VOO |
| 0.22% | 0.25% | $95.7万 | 1,394股 | $93.9万 | 1,571股 | -177股-11.27% | 减仓 |
 谷歌AGOOGL |
| 0.21% | 0.18% | $92.6万 | 2,591股 | $66.7万 | 2,320股 | +271股+11.68% | 加仓 |
 特斯拉TSLA |
| 0.21% | 0.2% | $92.1万 | 2,189股 | $75.5万 | 2,030股 | +159股+7.83% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.21% | 0.23% | $90.9万 | 1.5万股 | $88.1万 | 1.6万股 | -1,075股-6.60% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.18% | $79.4万 | 1,063股 | $68.7万 | 1,056股 | +7股+0.66% | 加仓 |
 好市多COST |
| 0.18% | 0.22% | $77.9万 | 833股 | $82.3万 | 826股 | +7股+0.85% | 加仓 |
 亚马逊AMZN |
| 0.18% | 0.18% | $77.9万 | 3,268股 | $68.7万 | 3,300股 | -32股-0.97% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.17% | 0.24% | $74.4万 | 1.6万股 | $89.7万 | 1.9万股 | -3,471股-17.97% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.15% | 0.15% | $67.0万 | 2.3万股 | $58.1万 | 2.3万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.13% | 0.17% | $55.4万 | 1,505股 | $64.8万 | 1,505股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.12% | 0.12% | $53.2万 | 5,447股 | $47.0万 | 5,315股 | +132股+2.48% | 加仓 |
 微软MSFT |
| 0.11% | 0.11% | $48.2万 | 1,291股 | $41.8万 | 1,128股 | +163股+14.45% | 加仓 |
 安费诺APH |
| 0.11% | 0.09% | $45.9万 | 2,604股 | $33.9万 | 2,686股 | -82股-3.05% | 减仓 |
| SSPDR道富指数基金RWO |
| 0.08% | 0.1% | $36.7万 | 7,378股 | $37.4万 | 8,174股 | -796股-9.74% | 减仓 |
| IiShares安硕信托AOR |
| 0.08% | 0.08% | $34.4万 | 4,944股 | $31.2万 | 4,843股 | +101股+2.09% | 加仓 |
 Meta平台META |
| 0.08% | 0.08% | $34.1万 | 605股 | $31.1万 | 544股 | +61股+11.21% | 加仓 |
| S嘉信策略信托SCHF |
| 0.08% | 0.07% | $33.1万 | 1.2万股 | $28.2万 | 1.1万股 | +548股+4.80% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.07% | 0.07% | $31.4万 | 446股 | $27.4万 | 444股 | +2股+0.45% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.07% | 0.08% | $29.9万 | 597股 | $28.7万 | 598股 | -1股-0.17% | 减仓 |
 博通AVGO |
| 0.06% | — | $26.9万 | 712股 | $0 | 0股 | +712股 | 新买入 |
 AMERICAN HEALTHCARE REITAHR |
| 0.06% | 0.06% | $26.8万 | 5,147股 | $24.3万 | 5,147股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.06% | 0.06% | $25.7万 | 726股 | $21.0万 | 732股 | -6股-0.82% | 减仓 |
 NETFLIXNFLX |
| 0.06% | 0.09% | $25.3万 | 3,539股 | $33.1万 | 3,446股 | +93股+2.70% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.05% | 0.06% | $23.7万 | 974股 | $24.4万 | 1,125股 | -151股-13.42% | 减仓 |
 埃克森美孚XOM |
| 0.05% | 0.08% | $23.7万 | 1,731股 | $32.2万 | 1,897股 | -166股-8.75% | 减仓 |
| V先锋领航全球基金VGT |
| 0.05% | — | $22.9万 | 1,917股 | $0 | 0股 | +1,917股 | 新买入 |
| DDimensional维度ETF信托DFSV |
| 0.05% | — | $22.5万 | 5,810股 | $0 | 0股 | +5,810股 | 新买入 |
