| DDimensional维度ETF信托DFSD |
| 18.48% | 0.43% | $3,259.9万 | 68.1万股 | $63.3万 | 1.3万股 | +66.8万股+5,280.69% | 加仓 |
| S嘉信·USSCHX |
| 12.12% | 15.35% | $2,138.9万 | 39.7万股 | $2,259.5万 | 19.9万股 | +19.9万股+100.08% | 加仓 |
| S嘉信策略信托SCHF |
| 6.85% | 8.62% | $1,208.6万 | 32.9万股 | $1,269.2万 | 32.7万股 | +2,594股+0.79% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 6.27% | 7.34% | $1,105.6万 | 35.1万股 | $1,081.0万 | 32.8万股 | +2.3万股+7.08% | 加仓 |
| S嘉信策略信托SCHD |
| 5.47% | 6.82% | $965.9万 | 12.2万股 | $1,003.4万 | 12.4万股 | -1,700股-1.37% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.27% | 3.79% | $577.0万 | 20.5万股 | $557.4万 | 18.8万股 | +1.6万股+8.73% | 加仓 |
| WWISDOMTREE U.S. SMALLCAPQUALITY DIVIDEND GROWTH FUNDDGRS |
| 2.62% | 3.32% | $461.6万 | 10.3万股 | $489.4万 | 10.3万股 | +632股+0.61% | 加仓 |
| IiShares安硕信托IQLT |
| 2.37% | 3.03% | $417.9万 | 11.3万股 | $446.6万 | 11.3万股 | -78股-0.07% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.36% | 2.71% | $415.5万 | 15.8万股 | $399.4万 | 14.6万股 | +1.2万股+8.46% | 加仓 |
 亚马逊AMZN |
| 2.26% | 2.78% | $398.4万 | 1,222股 | $409.1万 | 1,227股 | -5股-0.41% | 减仓 |
| SSPDR行业精选信托XLRE |
| 2.2% | 2.78% | $387.9万 | 8.0万股 | $408.5万 | 7.9万股 | +1,434股+1.82% | 加仓 |
| IINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETFPDN |
| 1.81% | 2.17% | $318.9万 | 9.3万股 | $319.8万 | 8.7万股 | +5,582股+6.42% | 加仓 |
 苹果AAPL |
| 1.76% | 2.14% | $309.9万 | 1.8万股 | $315.1万 | 1.8万股 | +3股+0.02% | 加仓 |
| S嘉信策略信托SCHM |
| 1.6% | 2.33% | $281.8万 | 3.7万股 | $343.7万 | 4.3万股 | -5,577股-13.05% | 减仓 |
 微软MSFT |
| 1.5% | 1.97% | $264.2万 | 8,568股 | $289.3万 | 8,603股 | -35股-0.41% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.39% | 1.49% | $245.0万 | 5,424股 | $218.7万 | 4,605股 | +819股+17.79% | 加仓 |
| WWisdomTree·GLOBAL EX-U.S. QUALITY GROWTH FUNDDNL |
| 1.38% | 1.8% | $242.7万 | 6.1万股 | $264.8万 | 6.1万股 | +319股+0.52% | 加仓 |
| IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID |
| 1.29% | 1.48% | $228.3万 | 11.6万股 | $217.2万 | 11.8万股 | -1,354股-1.15% | 减仓 |
| WWisdomTree·EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDDGRE |
| 1.09% | 1.38% | $192.0万 | 7.4万股 | $203.3万 | 7.2万股 | +2,148股+3.00% | 加仓 |
 谷歌AGOOGL |
| 0.97% | 1.21% | $170.5万 | 613股 | $177.6万 | 613股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.94% | 1.09% | $166.4万 | 9,389股 | $160.1万 | 9,357股 | +32股+0.34% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 1.13% | $159.2万 | 570股 | $166.1万 | 574股 | -4股-0.70% | 减仓 |
 联合包裹UPSUPS |
| 0.87% | 1.04% | $154.0万 | 7,182股 | $153.6万 | 7,167股 | +15股+0.21% | 加仓 |
 宝洁PG |
| 0.84% | 1.08% | $148.7万 | 9,731股 | $158.9万 | 9,716股 | +15股+0.15% | 加仓 |
 麦当劳MCD |
| 0.77% | 1% | $135.2万 | 5,466股 | $147.0万 | 5,483股 | -17股-0.31% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.7% | 0.88% | $124.2万 | 4,353股 | $129.3万 | 4,344股 | +9股+0.21% | 加仓 |
 卡特彼勒CAT |
| 0.7% | 0.78% | $123.7万 | 5,550股 | $114.4万 | 5,533股 | +17股+0.31% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.68% | 0.82% | $119.5万 | 4,757股 | $121.1万 | 4,142股 | +615股+14.85% | 加仓 |
 思科CSCO |
| 0.67% | 0.95% | $118.4万 | 2.1万股 | $139.4万 | 2.2万股 | -761股-3.46% | 减仓 |
 Meta平台META |
| 0.66% | 1.2% | $116.9万 | 5,256股 | $176.8万 | 5,256股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.65% | 0.88% | $114.6万 | 2.2万股 | $130.0万 | 2.2万股 | +122股+0.55% | 加仓 |
| Q高通QCOM |
| 0.65% | 0.93% | $114.2万 | 7,475股 | $136.2万 | 7,449股 | +26股+0.35% | 加仓 |
 Truist金融TFC |
| 0.59% | 0.74% | $104.8万 | 1.8万股 | $108.3万 | 1.8万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.57% | 0.66% | $99.7万 | 6,694股 | $96.6万 | 6,677股 | +17股+0.25% | 加仓 |
 VisaV |
| 0.54% | 0.56% | $96.1万 | 4,334股 | $82.9万 | 3,827股 | +507股+13.25% | 加仓 |
 美敦力MDT |
| 0.54% | 0.5% | $95.1万 | 8,575股 | $73.6万 | 7,115股 | +1,460股+20.52% | 加仓 |
 威瑞森VZ |
| 0.49% | 0.45% | $85.9万 | 1.7万股 | $66.5万 | 1.3万股 | +4,074股+31.84% | 加仓 |
 赛富时CRM |
| 0.47% | 0.67% | $82.1万 | 3,868股 | $98.3万 | 3,868股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.46% | $79.5万 | 2,252股 | $67.3万 | 2,252股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.43% | 0.48% | $75.9万 | 6,794股 | $71.0万 | 6,766股 | +28股+0.41% | 加仓 |
 LOWES COS COMLOW |
| 0.43% | 0.65% | $75.0万 | 3,711股 | $95.7万 | 3,703股 | +8股+0.22% | 加仓 |
 雅培ABT |
| 0.42% | 0.6% | $74.8万 | 6,316股 | $88.8万 | 6,309股 | +7股+0.11% | 加仓 |
 AFLAC COMAFL |
| 0.41% | 0.44% | $72.5万 | 1.1万股 | $65.4万 | 1.1万股 | +54股+0.48% | 加仓 |
 埃克森美孚XOM |
| 0.39% | 0.36% | $68.9万 | 8,347股 | $52.7万 | 8,619股 | -272股-3.16% | 减仓 |
| IiShares安硕信托ITOT |
| 0.38% | — | $67.1万 | 6,652股 | $0 | 0股 | +6,652股 | 新买入 |
 史赛克SYK |
| 0.37% | 0.47% | $66.1万 | 2,471股 | $68.6万 | 2,565股 | -94股-3.66% | 减仓 |
 金佰利KMB |
| 0.34% | — | $59.8万 | 4,856股 | $0 | 0股 | +4,856股 | 新买入 |
 家得宝HD |
| 0.33% | 0.55% | $58.3万 | 1,948股 | $80.5万 | 1,941股 | +7股+0.36% | 加仓 |
 固安捷GWW |
| 0.32% | 0.39% | $56.9万 | 1,104股 | $57.0万 | 1,100股 | +4股+0.36% | 加仓 |
 ADPADP |
| 0.31% | 0.41% | $55.4万 | 2,436股 | $59.9万 | 2,430股 | +6股+0.25% | 加仓 |
