| V先锋领航斯科茨代尔基金VGIT |
| 26.03% | 23.79% | $3.12亿 | 520.3万股 | $2.65亿 | 440.9万股 | +79.3万股+17.99% | 加仓 |
| IiShares安硕信托IDEV |
| 22.57% | 23.22% | $2.70亿 | 327.8万股 | $2.58亿 | 322.2万股 | +5.6万股+1.75% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 14.94% | 16.02% | $1.79亿 | 452.0万股 | $1.78亿 | 462.1万股 | -10.1万股-2.18% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 11.01% | 9.62% | $1.32亿 | 284.9万股 | $1.07亿 | 230.5万股 | +54.3万股+23.56% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 4.81% | 5.16% | $5,760.1万 | 174.1万股 | $5,742.1万 | 179.0万股 | -4.9万股-2.75% | 减仓 |
| IiShares安硕信托USRT |
| 4.13% | 4.11% | $4,942.4万 | 86.8万股 | $4,570.5万 | 77.8万股 | +8.9万股+11.48% | 加仓 |
| AAvantis·U SAVUV |
| 1.67% | 1.61% | $1,998.4万 | 19.6万股 | $1,791.1万 | 18.0万股 | +1.6万股+8.89% | 加仓 |
| IiShares安硕信托ITOT |
| 1.52% | 1.72% | $1,816.5万 | 12.2万股 | $1,913.5万 | 13.1万股 | -9,210股-7.01% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 1.32% | 1.29% | $1,581.1万 | 36.4万股 | $1,435.6万 | 33.8万股 | +2.6万股+7.71% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.08% | 1.18% | $1,293.1万 | 25.6万股 | $1,314.5万 | 25.9万股 | -3,511股-1.36% | 减仓 |
 苹果AAPL |
| 0.89% | 0.96% | $1,060.8万 | 3.9万股 | $1,067.0万 | 4.2万股 | -2,885股-6.88% | 减仓 |
| IiShares安硕信托AGG |
| 0.7% | 0.71% | $832.8万 | 8.3万股 | $786.4万 | 7.8万股 | +4,935股+6.29% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.64% | 0.63% | $764.6万 | 17.8万股 | $703.7万 | 17.2万股 | +6,616股+3.85% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.42% | 0.41% | $509.0万 | 13.4万股 | $459.2万 | 12.6万股 | +7,244股+5.73% | 加仓 |
 英伟达NVDA |
| 0.37% | 0.69% | $447.8万 | 2.4万股 | $762.8万 | 4.1万股 | -1.7万股-41.27% | 减仓 |
 微软MSFT |
| 0.33% | 0.43% | $399.8万 | 8,267股 | $473.6万 | 9,144股 | -877股-9.59% | 减仓 |
| G通用动力VTI |
| 0.32% | 0.31% | $384.4万 | 1.1万股 | $349.8万 | 1.1万股 | +808股+7.58% | 加仓 |
| IiShares安硕IEMG |
| 0.28% | 0.33% | $331.2万 | 4.9万股 | $364.1万 | 5.5万股 | -5,964股-10.80% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.27% | 0.27% | $319.8万 | 9.8万股 | $299.0万 | 9.5万股 | +3,375股+3.56% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.23% | 0.24% | $278.7万 | 8.3万股 | $269.0万 | 8.4万股 | -1,750股-2.07% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.21% | 0.22% | $247.8万 | 6.0万股 | $241.8万 | 5.9万股 | +877股+1.49% | 加仓 |
| V先锋领航指数基金VOO |
| 0.2% | 0.24% | $240.1万 | 3,828股 | $264.9万 | 4,325股 | -497股-11.49% | 减仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.21% | $234.4万 | 3,422股 | $238.5万 | 3,563股 | -141股-3.96% | 减仓 |
| V先锋领航指数基金VUG |
| 0.19% | 0.2% | $225.2万 | 4,617股 | $221.4万 | 4,617股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.18% | 0.2% | $211.7万 | 1.7万股 | $223.8万 | 1.9万股 | -1,366股-7.37% | 减仓 |
 博通AVGO |
| 0.17% | 0.24% | $208.9万 | 6,035股 | $271.4万 | 8,226股 | -2,191股-26.64% | 减仓 |
 宝洁PG |
| 0.17% | 0.2% | $204.5万 | 1.4万股 | $221.6万 | 1.4万股 | -151股-1.05% | 减仓 |
| IiShares安硕信托IWV |
| 0.17% | 0.18% | $202.4万 | 5,232股 | $204.4万 | 5,395股 | -163股-3.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.23% | $199.7万 | 2,928股 | $252.4万 | 3,789股 | -861股-22.72% | 减仓 |
 礼来LLY |
| 0.16% | 0.13% | $193.4万 | 1,800股 | $139.4万 | 1,827股 | -27股-1.48% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.15% | 0.17% | $182.4万 | 3,854股 | $192.0万 | 4,098股 | -244股-5.95% | 减仓 |
 强生JNJ |
| 0.15% | 0.15% | $181.8万 | 8,783股 | $162.7万 | 8,776股 | +7股+0.08% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.15% | 0.16% | $178.4万 | 8,411股 | $173.7万 | 8,411股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.14% | 0.12% | $166.8万 | 5,630股 | $135.9万 | 4,816股 | +814股+16.90% | 加仓 |
 埃克森美孚XOM |
| 0.12% | 0.12% | $149.0万 | 1.2万股 | $134.4万 | 1.2万股 | +461股+3.87% | 加仓 |
 可口可乐KO |
| 0.12% | 0.12% | $146.8万 | 2.1万股 | $136.2万 | 2.1万股 | +457股+2.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.16% | $142.2万 | 2,829股 | $177.3万 | 3,527股 | -698股-19.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.1% | $139.0万 | 4,428股 | $115.7万 | 4,749股 | -321股-6.76% | 减仓 |
 亚马逊AMZN |
| 0.11% | 0.11% | $127.0万 | 5,503股 | $124.0万 | 5,646股 | -143股-2.53% | 减仓 |
 好市多COST |
| 0.1% | 0.12% | $125.7万 | 1,458股 | $134.1万 | 1,449股 | +9股+0.62% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.1% | 0.1% | $122.9万 | 2.0万股 | $115.1万 | 1.9万股 | +466股+2.43% | 加仓 |
 麦当劳MCD |
| 0.1% | 0.16% | $119.6万 | 3,913股 | $174.8万 | 5,751股 | -1,838股-31.96% | 减仓 |
 应用材料AMAT |
| 0.1% | 0.08% | $116.1万 | 4,517股 | $93.0万 | 4,542股 | -25股-0.55% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.09% | 0.05% | $105.7万 | 9,459股 | $60.6万 | 5,573股 | +3,886股+69.73% | 加仓 |
 TJXTJX |
| 0.09% | 0.09% | $102.3万 | 6,662股 | $96.0万 | 6,642股 | +20股+0.30% | 加仓 |
| V先锋领航·TOTALBND |
| 0.08% | 0.09% | $101.1万 | 1.4万股 | $100.8万 | 1.4万股 | +105股+0.77% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.08% | 0.09% | $97.1万 | 1.9万股 | $96.4万 | 1.9万股 | +46股+0.24% | 加仓 |
 谷歌AGOOGL |
| 0.08% | 0.07% | $95.8万 | 3,061股 | $81.0万 | 3,334股 | -273股-8.19% | 减仓 |
| N新纪元能源NEE |
| 0.08% | 0.08% | $94.8万 | 1.2万股 | $85.4万 | 1.1万股 | +498股+4.40% | 加仓 |
 摩根大通JPM |
| 0.07% | 0.08% | $85.3万 | 2,646股 | $89.3万 | 2,831股 | -185股-6.53% | 减仓 |
