| V先锋领航指数基金VOO |
| 6.88% | 6.74% | $2.36亿 | 34.3万股 | $1.95亿 | 32.6万股 | +1.7万股+5.08% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.37% | 6.21% | $2.18亿 | 266.0万股 | $1.80亿 | 253.4万股 | +12.7万股+4.99% | 加仓 |
| IiShares安硕信托ITOT |
| 5.98% | 5.82% | $2.05亿 | 124.6万股 | $1.68亿 | 118.2万股 | +6.4万股+5.46% | 加仓 |
| G通用动力VTI |
| 5.94% | 6.25% | $2.04亿 | 55.0万股 | $1.81亿 | 56.3万股 | -1.3万股-2.35% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.61% | 5.55% | $1.92亿 | 224.6万股 | $1.61亿 | 208.3万股 | +16.4万股+7.86% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4.29% | 5.04% | $1.47亿 | 191.5万股 | $1.46亿 | 189.0万股 | +2.5万股+1.31% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 4.2% | 4.38% | $1.44亿 | 323.8万股 | $1.27亿 | 326.3万股 | -2.5万股-0.76% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 3.39% | 3.46% | $1.16亿 | 74.0万股 | $1.00亿 | 72.4万股 | +1.6万股+2.21% | 加仓 |
| IiShares安硕信托AGG |
| 3.16% | 3.08% | $1.08亿 | 109.4万股 | $8,917.4万 | 89.8万股 | +19.6万股+21.79% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.54% | 2.48% | $8,707.9万 | 211.1万股 | $7,182.9万 | 184.4万股 | +26.7万股+14.50% | 加仓 |
| V先锋领航·TOTALBND |
| 2.06% | 2.29% | $7,067.2万 | 96.3万股 | $6,622.1万 | 89.9万股 | +6.3万股+7.06% | 加仓 |
 苹果AAPL |
| 1.94% | 1.98% | $6,627.8万 | 22.9万股 | $5,737.2万 | 22.6万股 | +2,990股+1.32% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.64% | 1.41% | $5,616.3万 | 72.7万股 | $4,065.2万 | 52.5万股 | +20.2万股+38.42% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.6% | 1.7% | $5,493.9万 | 22.6万股 | $4,921.9万 | 22.7万股 | -459股-0.20% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.59% | 1.69% | $5,431.4万 | 34.4万股 | $4,882.6万 | 33.0万股 | +1.4万股+4.25% | 加仓 |
 AVANTIS INTLNGG |
| 1.24% | 1.33% | $4,242.5万 | 47.6万股 | $3,837.6万 | 45.2万股 | +2.3万股+5.15% | 加仓 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 1.22% | 1.31% | $4,170.8万 | 29.1万股 | $3,786.6万 | 30.3万股 | -1.3万股-4.13% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.04% | 1.11% | $3,557.8万 | 68.8万股 | $3,198.3万 | 70.9万股 | -2.1万股-2.90% | 减仓 |
| IiShares黄金信托IAU |
| 1.03% | 1.41% | $3,533.4万 | 46.8万股 | $4,088.3万 | 46.4万股 | +4,199股+0.91% | 加仓 |
| V先锋领航指数基金VUG |
| 0.99% | 0.94% | $3,387.4万 | 39.3万股 | $2,705.6万 | 6.2万股 | +33.1万股+534.84% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.97% | 0.93% | $3,320.5万 | 25.9万股 | $2,693.2万 | 24.2万股 | +1.7万股+7.03% | 加仓 |
 史赛克SYK |
| 0.95% | 1.18% | $3,264.2万 | 10.4万股 | $3,410.8万 | 10.4万股 | -120股-0.12% | 减仓 |
 英伟达NVDA |
| 0.95% | 0.91% | $3,260.7万 | 16.3万股 | $2,628.6万 | 15.1万股 | +1.2万股+8.12% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.95% | 0.79% | $3,258.9万 | 45.7万股 | $2,282.2万 | 35.6万股 | +10.1万股+28.43% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.91% | 1.12% | $3,132.5万 | 39.6万股 | $3,250.1万 | 41.0万股 | -1.4万股-3.33% | 减仓 |
 美光科技MU |
| 0.9% | 0.36% | $3,076.4万 | 2.7万股 | $1,050.3万 | 3.1万股 | -4,437股-14.27% | 减仓 |
| V先锋领航·MIDVO |
| 0.88% | 0.93% | $3,030.4万 | 37.6万股 | $2,698.5万 | 9.4万股 | +28.2万股+300.27% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.85% | 0.85% | $2,912.1万 | 75.1万股 | $2,460.6万 | 70.2万股 | +4.9万股+6.91% | 加仓 |
 微软MSFT |
| 0.83% | 0.94% | $2,837.6万 | 7.6万股 | $2,718.8万 | 7.3万股 | +2,624股+3.57% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.79% | 0.76% | $2,721.5万 | 12.4万股 | $2,198.4万 | 10.8万股 | +1.6万股+15.09% | 加仓 |
| AAvantis·U SAVUV |
| 0.72% | 0.68% | $2,453.1万 | 19.7万股 | $1,967.9万 | 17.8万股 | +1.8万股+10.38% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.69% | 0.65% | $2,369.9万 | 27.0万股 | $1,881.6万 | 5.1万股 | +21.8万股+426.43% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.69% | 0.21% | $2,358.3万 | 7.0万股 | $605.2万 | 2.1万股 | +4.9万股+239.51% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.68% | 0.77% | $2,337.6万 | 25.7万股 | $2,239.6万 | 28.3万股 | -2.6万股-9.11% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.61% | $2,258.6万 | 6.3万股 | $1,771.3万 | 6.2万股 | +1,604股+2.60% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.65% | 0.21% | $2,216.8万 | 20.9万股 | $598.3万 | 6.4万股 | +14.5万股+226.69% | 加仓 |
 亚马逊AMZN |
| 0.63% | 0.58% | $2,167.3万 | 9.1万股 | $1,673.2万 | 8.0万股 | +1.1万股+13.19% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.63% | 0.65% | $2,165.7万 | 9.8万股 | $1,881.7万 | 9.9万股 | -1,346股-1.36% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.61% | 0.23% | $2,093.0万 | 16.4万股 | $671.4万 | 6.1万股 | +10.3万股+167.52% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.56% | 0.57% | $1,932.3万 | 2.6万股 | $1,654.2万 | 2.5万股 | +439股+1.73% | 加仓 |
| IiShares安硕信托IVV |
| 0.56% | 0.63% | $1,917.3万 | 2.6万股 | $1,821.0万 | 2.8万股 | -2,276股-8.16% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.56% | 0.58% | $1,912.6万 | 66.0万股 | $1,672.6万 | 66.6万股 | -5,958股-0.89% | 减仓 |
| IiShares安硕信托GVI |
| 0.48% | 0.37% | $1,659.9万 | 15.4万股 | $1,075.8万 | 10.1万股 | +5.3万股+52.19% | 加仓 |
| S嘉信策略信托SCHF |
| 0.46% | 0.5% | $1,585.7万 | 57.2万股 | $1,441.9万 | 58.3万股 | -1.0万股-1.74% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.44% | 0.43% | $1,505.1万 | 25.2万股 | $1,233.7万 | 22.8万股 | +2.4万股+10.47% | 加仓 |
| V先锋领航指数基金VTV |
| 0.42% | 0.45% | $1,446.9万 | 6.6万股 | $1,290.0万 | 6.6万股 | +646股+0.98% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.38% | 0.45% | $1,299.9万 | 2.6万股 | $1,291.8万 | 2.7万股 | -979股-3.63% | 减仓 |
 科磊KLAC |
| 0.38% | 0.22% | $1,294.0万 | 4.3万股 | $633.4万 | 4,302股 | +3.9万股+896.98% | 加仓 |
 博通AVGO |
| 0.38% | 0.36% | $1,285.6万 | 3.4万股 | $1,034.2万 | 3.3万股 | +619股+1.85% | 加仓 |
 Meta平台META |
| 0.36% | 0.4% | $1,241.6万 | 2.2万股 | $1,160.6万 | 2.0万股 | +1,756股+8.66% | 加仓 |
