| DDimensional维度ETF信托DFCF |
| 9.56% | 10.26% | $6,719.9万 | 159.2万股 | $6,509.2万 | 154.2万股 | +5.0万股+3.26% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 8.64% | 9.4% | $6,071.5万 | 127.2万股 | $5,964.1万 | 124.6万股 | +2.6万股+2.08% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 7.23% | 6.89% | $5,083.5万 | 121.8万股 | $4,371.5万 | 118.9万股 | +2.9万股+2.44% | 加仓 |
| S道富SPYM |
| 6.56% | 6.24% | $4,614.6万 | 52.5万股 | $3,955.0万 | 51.7万股 | +8,389股+1.62% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 5.63% | 5.93% | $3,960.5万 | 73.9万股 | $3,762.0万 | 71.7万股 | +2.2万股+3.03% | 加仓 |
| V先锋领航指数基金VTV |
| 4.41% | 4.37% | $3,099.8万 | 14.2万股 | $2,771.8万 | 14.1万股 | +965股+0.68% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 4.34% | 4.51% | $3,048.8万 | 81.8万股 | $2,863.7万 | 80.6万股 | +1.2万股+1.52% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.26% | 4.11% | $2,995.8万 | 74.5万股 | $2,606.8万 | 77.0万股 | -2.5万股-3.23% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 4.16% | 3.96% | $2,921.6万 | 35.5万股 | $2,509.2万 | 35.3万股 | +2,062股+0.58% | 加仓 |
| V先锋领航指数基金VUG |
| 3.56% | 3.31% | $2,500.8万 | 29.0万股 | $2,097.7万 | 4.8万股 | +24.2万股+504.51% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.34% | 3.61% | $2,349.2万 | 29.7万股 | $2,289.1万 | 28.9万股 | +8,479股+2.94% | 加仓 |
| IiShares安硕信托IVV |
| 3.07% | 3.02% | $2,157.5万 | 2.9万股 | $1,914.5万 | 2.9万股 | -500股-1.71% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 2.9% | 3.11% | $2,038.5万 | 37.7万股 | $1,970.2万 | 37.3万股 | +4,080股+1.09% | 加仓 |
 礼来LLY |
| 2.86% | 2.34% | $2,009.4万 | 1.7万股 | $1,487.0万 | 1.6万股 | +586股+3.62% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 2.53% | 2.62% | $1,779.0万 | 35.0万股 | $1,664.0万 | 32.8万股 | +2.2万股+6.77% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 2.34% | 2.43% | $1,647.0万 | 48.3万股 | $1,542.0万 | 47.9万股 | +4,074股+0.85% | 加仓 |
| DDimensional维度ETF信托DFIP |
| 1.82% | 2.01% | $1,279.7万 | 31.0万股 | $1,273.1万 | 30.5万股 | +5,044股+1.65% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.29% | 1.23% | $908.2万 | 7.3万股 | $781.2万 | 1.8万股 | +5.5万股+299.20% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.2% | 1.45% | $842.4万 | 17.4万股 | $919.8万 | 19.1万股 | -1.7万股-9.13% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.19% | 1.15% | $834.9万 | 1.1万股 | $727.4万 | 1.1万股 | -5股-0.04% | 减仓 |
| V先锋领航指数基金VOO |
| 1.06% | 1.02% | $744.5万 | 1.1万股 | $648.4万 | 1.1万股 | -11股-0.10% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.91% | 0.95% | $636.4万 | 15.4万股 | $602.2万 | 15.5万股 | -291股-0.19% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.84% | 0.82% | $587.1万 | 10.9万股 | $518.6万 | 10.9万股 | -449股-0.41% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.76% | 0.77% | $532.0万 | 2.5万股 | $489.2万 | 2.5万股 | -483股-1.89% | 减仓 |
 苹果AAPL |
| 0.75% | 0.69% | $524.3万 | 1.8万股 | $438.1万 | 1.7万股 | +857股+4.96% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.69% | 0.78% | $487.3万 | 5.9万股 | $491.8万 | 5.9万股 | -465股-0.78% | 减仓 |
| V先锋领航·TOTALBND |
| 0.68% | 0.76% | $481.3万 | 6.6万股 | $482.8万 | 6.6万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.68% | 0.6% | $478.2万 | 9.3万股 | $380.8万 | 8.4万股 | +8,117股+9.62% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.68% | 0.66% | $475.2万 | 2.2万股 | $418.5万 | 2.2万股 | -163股-0.75% | 减仓 |
| IiShares安硕信托EFV |
| 0.66% | 0.71% | $464.0万 | 6.1万股 | $451.9万 | 6.1万股 | -158股-0.26% | 减仓 |
 英伟达NVDA |
| 0.58% | 0.49% | $406.3万 | 2.0万股 | $311.4万 | 1.8万股 | +2,450股+13.72% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.43% | 0.46% | $299.0万 | 1.3万股 | $294.9万 | 1.4万股 | -800股-5.73% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.4% | 0.32% | $280.4万 | 1.1万股 | $203.9万 | 1.1万股 | -123股-1.09% | 减仓 |
| V先锋领航指数基金VV |
| 0.37% | 0.36% | $260.5万 | 7,576股 | $230.0万 | 7,697股 | -121股-1.57% | 减仓 |
| IiShares安硕信托EFG |
| 0.34% | 0.35% | $239.4万 | 1.9万股 | $221.1万 | 2.0万股 | -615股-3.10% | 减仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.31% | $227.8万 | 7,515股 | $196.8万 | 7,515股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.32% | 0.3% | $224.2万 | 1.6万股 | $188.1万 | 1.7万股 | -328股-1.97% | 减仓 |
 微软MSFT |
| 0.31% | 0.34% | $219.8万 | 5,893股 | $217.5万 | 5,876股 | +17股+0.29% | 加仓 |
 谷歌AGOOGL |
| 0.31% | 0.26% | $217.3万 | 6,081股 | $161.9万 | 5,629股 | +452股+8.03% | 加仓 |
| S嘉信·USSCHX |
| 0.31% | 0.3% | $217.3万 | 7.4万股 | $189.4万 | 7.4万股 | -25股-0.03% | 减仓 |
| IiShares安硕信托LRGF |
| 0.31% | 0.31% | $217.1万 | 2.9万股 | $194.1万 | 2.9万股 | -698股-2.37% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.28% | 0.27% | $195.4万 | 3.3万股 | $170.4万 | 3.2万股 | +1,217股+3.86% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.27% | 0.25% | $192.6万 | 2.4万股 | $157.7万 | 2.2万股 | +1,256股+5.65% | 加仓 |
 亚马逊AMZN |
| 0.27% | 0.24% | $188.7万 | 7,917股 | $154.3万 | 7,408股 | +509股+6.87% | 加仓 |
 摩根大通JPM |
| 0.24% | 0.19% | $171.5万 | 5,239股 | $120.0万 | 4,080股 | +1,159股+28.41% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.24% | 0.25% | $167.7万 | 6,903股 | $157.3万 | 7,240股 | -337股-4.65% | 减仓 |
| IiShares安硕信托IGIB |
| 0.24% | 0.26% | $165.3万 | 3.1万股 | $165.4万 | 3.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.23% | 0.23% | $160.4万 | 6,616股 | $142.7万 | 6,680股 | -64股-0.96% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 0.22% | 0.21% | $157.2万 | 5.4万股 | $135.2万 | 5.1万股 | +3,421股+6.73% | 加仓 |
| V先锋领航全球基金VGT |
| 0.21% | 0.18% | $150.4万 | 1.3万股 | $112.1万 | 1,606股 | +1.1万股+683.75% | 加仓 |
