| S嘉信·USSCHX |
| 12.71% | 12.32% | $1.05亿 | 356.7万股 | $8,975.1万 | 350.0万股 | +6.7万股+1.91% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 12.63% | 12.7% | $1.04亿 | 235.1万股 | $9,251.1万 | 238.1万股 | -2.9万股-1.23% | 减仓 |
| IiShares安硕信托AGG |
| 11.92% | 12.85% | $9,843.6万 | 99.5万股 | $9,362.9万 | 94.3万股 | +5.1万股+5.44% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 7.1% | 6.91% | $5,865.7万 | 113.5万股 | $5,031.9万 | 111.5万股 | +2.0万股+1.75% | 加仓 |
| IiShares安硕信托IVW |
| 4.58% | 4.23% | $3,785.7万 | 27.5万股 | $3,082.7万 | 27.3万股 | +2,723股+1.00% | 加仓 |
| IiShares安硕信托EFG |
| 4.34% | 4.26% | $3,587.0万 | 28.8万股 | $3,104.0万 | 27.9万股 | +9,594股+3.44% | 加仓 |
| IiShares安硕信托VLUE |
| 4.12% | 3.63% | $3,401.0万 | 17.0万股 | $2,648.1万 | 18.6万股 | -1.6万股-8.60% | 减仓 |
| IiShares安硕信托IXUS |
| 3.89% | 3.96% | $3,211.1万 | 33.6万股 | $2,883.5万 | 33.3万股 | +3,647股+1.10% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.77% | 3.97% | $3,111.7万 | 84.5万股 | $2,895.8万 | 85.2万股 | -7,819股-0.92% | 减仓 |
 iShares安硕·MBSACGL |
| 3.4% | 3.65% | $2,812.5万 | 29.8万股 | $2,661.8万 | 28.0万股 | +1.7万股+6.14% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.29% | 3.17% | $2,714.8万 | 93.7万股 | $2,312.4万 | 92.1万股 | +1.6万股+1.75% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.05% | 2.99% | $2,523.4万 | 11.5万股 | $2,175.2万 | 11.3万股 | +1,594股+1.41% | 加仓 |
| IiShares安硕IEMG |
| 2.77% | 2.75% | $2,290.4万 | 27.6万股 | $2,001.4万 | 28.7万股 | -1.0万股-3.64% | 减仓 |
| IiShares安硕信托EFV |
| 2.24% | 2.41% | $1,847.3万 | 24.1万股 | $1,756.0万 | 23.6万股 | +5,134股+2.17% | 加仓 |
| IiShares安硕信托GVI |
| 1.99% | 2.5% | $1,644.4万 | 15.3万股 | $1,821.7万 | 17.2万股 | -1.9万股-10.97% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.7% | 1.81% | $1,406.5万 | 58.3万股 | $1,317.0万 | 54.3万股 | +4.0万股+7.37% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.39% | 1.29% | $1,146.4万 | 3.8万股 | $942.8万 | 3.8万股 | +140股+0.37% | 加仓 |
 苹果AAPL |
| 1.28% | 1.31% | $1,054.9万 | 3.6万股 | $951.5万 | 3.7万股 | -1,036股-2.76% | 减仓 |
 PPG工业PPG |
| 1.15% | 1.16% | $948.1万 | 7.8万股 | $845.5万 | 7.9万股 | -937股-1.18% | 减仓 |
| S嘉信策略信托SCHM |
| 1.03% | 0.99% | $851.3万 | 23.1万股 | $721.5万 | 23.3万股 | -2,156股-0.93% | 减仓 |
| G通用动力VTI |
| 0.84% | 0.26% | $691.5万 | 1.9万股 | $189.2万 | 5,898股 | +1.3万股+216.82% | 加仓 |
| IiShares安硕信托GVI |
| 0.79% | 1.02% | $655.8万 | 6.2万股 | $742.4万 | 7.0万股 | -8,113股-11.64% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.7% | 0.68% | $582.2万 | 7.1万股 | $497.8万 | 7.0万股 | +718股+1.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.61% | 0.61% | $506.2万 | 6,759股 | $447.5万 | 6,850股 | -91股-1.33% | 减仓 |
 英伟达NVDA |
| 0.53% | 0.51% | $435.9万 | 2.2万股 | $367.9万 | 2.1万股 | +690股+3.27% | 加仓 |
 微软MSFT |
| 0.34% | 0.37% | $277.8万 | 7,447股 | $266.3万 | 7,193股 | +254股+3.53% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.29% | $250.0万 | 3,640股 | $213.1万 | 3,566股 | +74股+2.08% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.3% | 0.31% | $245.3万 | 2.9万股 | $222.3万 | 3.0万股 | -317股-1.07% | 减仓 |
 亚马逊AMZN |
| 0.26% | 0.24% | $211.7万 | 8,881股 | $172.5万 | 8,284股 | +597股+7.21% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.25% | 0.28% | $208.2万 | 4.1万股 | $205.4万 | 4.1万股 | -6股-0.01% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.2% | $184.9万 | 5,174股 | $144.1万 | 5,012股 | +162股+3.23% | 加仓 |
 家得宝HD |
| 0.22% | 0.25% | $184.2万 | 5,222股 | $178.6万 | 5,430股 | -208股-3.83% | 减仓 |
 德州仪器TXN |
| 0.22% | 0.16% | $179.7万 | 6,030股 | $116.7万 | 6,011股 | +19股+0.32% | 加仓 |
| NNVRNVR |
| 0.22% | 0.24% | $178.5万 | 262股 | $172.7万 | 262股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.22% | 0.21% | $177.9万 | 2.1万股 | $155.7万 | 2.0万股 | +618股+3.06% | 加仓 |
| IiShares安硕信托ITOT |
| 0.19% | 0.19% | $156.6万 | 9,531股 | $135.8万 | 9,531股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.18% | 0.16% | $147.3万 | 3,898股 | $117.5万 | 3,797股 | +101股+2.66% | 加仓 |
| V先锋领航·TOTALBND |
| 0.17% | 0.2% | $140.5万 | 1.9万股 | $146.4万 | 2.0万股 | -742股-3.73% | 减仓 |
 MERIDIAN CORP COMMRBK |
| 0.16% | 0.17% | $133.9万 | 6.7万股 | $126.7万 | 6.7万股 | +11股+0.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.15% | $132.6万 | 3,752股 | $106.4万 | 3,708股 | +44股+1.19% | 加仓 |
 AMD超威AMD |
| 0.16% | 0.08% | $132.0万 | 2,273股 | $61.4万 | 3,017股 | -744股-24.66% | 减仓 |
| IiShares安硕信托IUSB |
| 0.15% | 0.13% | $123.6万 | 2.7万股 | $97.3万 | 2.1万股 | +5,734股+27.23% | 加仓 |
| S嘉信策略信托SCHD |
| 0.14% | 0.15% | $114.1万 | 3.6万股 | $110.3万 | 3.6万股 | +9股+0.03% | 加仓 |
 Meta平台META |
| 0.13% | 0.14% | $104.6万 | 1,857股 | $102.2万 | 1,786股 | +71股+3.98% | 加仓 |
 美光科技MU |
| 0.12% | 0.03% | $96.5万 | 836股 | $23.7万 | 701股 | +135股+19.26% | 加仓 |
 特斯拉TSLA |
| 0.12% | 0.1% | $96.1万 | 2,284股 | $75.0万 | 2,018股 | +266股+13.18% | 加仓 |
| V先锋领航指数基金VB |
| 0.12% | 0.11% | $95.5万 | 3,152股 | $83.7万 | 3,197股 | -45股-1.41% | 减仓 |
 摩根大通JPM |
| 0.11% | 0.11% | $92.8万 | 2,836股 | $83.2万 | 2,828股 | +8股+0.28% | 加仓 |
| SSPDR黄金信托GLD |
| 0.11% | 0.14% | $90.0万 | 2,442股 | $105.1万 | 2,442股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.1% | 0.11% | $84.0万 | 3,306股 | $80.9万 | 3,311股 | -5股-0.15% | 减仓 |
