| A美国世纪ETF信托AVUS |
| 24.46% | 23.5% | $1.51亿 | 118.3万股 | $1.27亿 | 114.5万股 | +3.8万股+3.30% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.49% | 8.82% | $5,258.6万 | 127.5万股 | $4,778.2万 | 122.6万股 | +4.8万股+3.94% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 7.01% | 6.71% | $4,343.2万 | 108.0万股 | $3,635.5万 | 107.4万股 | +6,447股+0.60% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.08% | 6.76% | $3,764.7万 | 74.4万股 | $3,659.2万 | 72.3万股 | +2.1万股+2.97% | 加仓 |
| AAvantis·U SAVUV |
| 4.55% | 4.38% | $2,814.4万 | 22.6万股 | $2,375.2万 | 21.5万股 | +1.1万股+4.92% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 3.75% | 4.09% | $2,320.8万 | 68.8万股 | $2,213.0万 | 65.6万股 | +3.2万股+4.88% | 加仓 |
| TTOAST CL ATOST |
| 3.62% | — | $2,244.1万 | 80.7万股 | $0 | 0股 | +80.7万股 | 新买入 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.56% | 3.82% | $2,205.9万 | 83.2万股 | $2,067.0万 | 78.9万股 | +4.3万股+5.43% | 加仓 |
| J骏利亨德森JAAA |
| 3.18% | 3.56% | $1,969.4万 | 39.0万股 | $1,930.6万 | 38.3万股 | +6,782股+1.77% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.11% | 3.31% | $1,927.8万 | 18.7万股 | $1,791.5万 | 17.9万股 | +7,676股+4.28% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 3.09% | 3.38% | $1,915.1万 | 66.0万股 | $1,832.8万 | 62.8万股 | +3.2万股+5.10% | 加仓 |
 BRIGHT HORIZONS FAM SOL IN DBFAM |
| 2.95% | 3.8% | $1,827.9万 | 25.8万股 | $2,056.5万 | 25.0万股 | +7,500股+3.00% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 2.56% | 2.57% | $1,583.1万 | 30.6万股 | $1,390.5万 | 30.8万股 | -1,904股-0.62% | 减仓 |
| SSPDR道富系列信托QUS |
| 2.22% | 2.68% | $1,376.1万 | 7.4万股 | $1,450.0万 | 8.4万股 | -1.1万股-12.83% | 减仓 |
| G通用动力VTI |
| 2.22% | 2.22% | $1,372.2万 | 3.7万股 | $1,204.2万 | 3.8万股 | -454股-1.21% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 2.04% | 2.28% | $1,261.1万 | 27.6万股 | $1,236.3万 | 28.7万股 | -1.1万股-3.73% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 1.37% | 1.79% | $848.2万 | 16.6万股 | $969.8万 | 16.4万股 | +1,845股+1.12% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.33% | 1.53% | $824.6万 | 16.2万股 | $830.7万 | 16.3万股 | -1,270股-0.78% | 减仓 |
 AVANTIS INTLNGG |
| 1.15% | 1.27% | $709.8万 | 8.0万股 | $686.0万 | 8.1万股 | -1,282股-1.59% | 减仓 |
| AAMERICAN CENTY ETF TRAVMA |
| 1.07% | 1.13% | $662.1万 | 9.1万股 | $610.8万 | 9.1万股 | -41股-0.05% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.99% | 1% | $613.8万 | 6.4万股 | $539.7万 | 6.7万股 | -3,371股-5.03% | 减仓 |
| WWisdomTree信托DLS |
| 0.91% | 1.05% | $564.1万 | 6.7万股 | $568.0万 | 7.0万股 | -2,370股-3.40% | 减仓 |
 苹果AAPL |
| 0.81% | 0.81% | $504.5万 | 1.7万股 | $438.0万 | 1.7万股 | +176股+1.02% | 加仓 |
| IiShares安硕信托IVW |
| 0.81% | 0.76% | $502.3万 | 3.7万股 | $413.1万 | 3.7万股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.73% | 0.8% | $450.0万 | 8.7万股 | $430.6万 | 9.2万股 | -4,891股-5.33% | 减仓 |
| V先锋领航指数基金VB |
| 0.7% | 0.69% | $430.6万 | 1.4万股 | $372.0万 | 1.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.64% | 0.71% | $393.4万 | 1.1万股 | $386.7万 | 1.0万股 | +97股+0.93% | 加仓 |
| WWisdomTree信托EZM |
| 0.57% | 0.61% | $354.4万 | 4.7万股 | $328.4万 | 4.9万股 | -2,087股-4.27% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.5% | 0.5% | $308.9万 | 3.8万股 | $268.3万 | 3.8万股 | -204股-0.54% | 减仓 |
| IiShares安硕信托ITOT |
| 0.47% | 0.48% | $292.6万 | 1.8万股 | $262.4万 | 1.8万股 | -611股-3.32% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.44% | 0.47% | $272.5万 | 1.2万股 | $253.4万 | 1.2万股 | 00.00% | 持仓不变 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.43% | 0.5% | $267.4万 | 4.1万股 | $270.4万 | 4.5万股 | -3,668股-8.15% | 减仓 |
| V先锋领航指数基金VV |
| 0.39% | 0.39% | $241.3万 | 7,016股 | $209.7万 | 7,016股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.36% | $220.8万 | 6,248股 | $196.2万 | 6,841股 | -593股-8.67% | 减仓 |
 ROCKET COS COM CL ARKT |
| 0.31% | 0.32% | $191.9万 | 12.2万股 | $173.6万 | 12.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.26% | 0.27% | $163.0万 | 4,980股 | $146.5万 | 4,980股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.22% | 0.24% | $134.6万 | 1.4万股 | $130.2万 | 1.4万股 | -443股-3.08% | 减仓 |
| OONONON |
| 0.22% | 0.24% | $134.5万 | 3.8万股 | $129.1万 | 3.8万股 | +21股+0.06% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.2% | 0.29% | $123.8万 | 1.5万股 | $156.8万 | 2.0万股 | -4,946股-24.73% | 减仓 |
| IiShares安硕·COREIJR |
| 0.19% | 0.19% | $118.7万 | 8,007股 | $101.8万 | 8,187股 | -180股-2.20% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.17% | 0.22% | $103.3万 | 1.7万股 | $121.1万 | 2.2万股 | -5,100股-22.75% | 减仓 |
| V先锋领航指数基金VOO |
| 0.1% | 0.1% | $64.1万 | 870股 | $51.7万 | 895股 | -25股-2.79% | 减仓 |
 英伟达NVDA |
| 0.09% | 0.08% | $57.1万 | 2,853股 | $42.7万 | 2,448股 | +405股+16.54% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.09% | 0.1% | $55.0万 | 1.4万股 | $54.1万 | 1.4万股 | -10股-0.07% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.09% | 0.11% | $54.1万 | 7,600股 | $59.9万 | 9,342股 | -1,742股-18.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.08% | 0.08% | $51.8万 | 694股 | $44.5万 | 684股 | +10股+1.46% | 加仓 |
| IiShares安硕信托AOA |
| 0.08% | 0.08% | $50.2万 | 5,148股 | $45.6万 | 5,148股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.08% | 0.09% | $49.2万 | 1,937股 | $46.5万 | 1,901股 | +36股+1.89% | 加仓 |
 亚马逊AMZN |
| 0.08% | 0.08% | $47.9万 | 2,008股 | $41.8万 | 2,008股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.08% | 0.04% | $47.6万 | 659股 | $20.4万 | 597股 | +62股+10.39% | 加仓 |
