| DDimensional维度ETF信托DFAC |
| 10.05% | 9.8% | $7.13亿 | 1,611.1万股 | $6.62亿 | 1,572.5万股 | +38.6万股+2.46% | 加仓 |
| G通用动力VTI |
| 3.87% | 3.79% | $2.75亿 | 74.3万股 | $2.56亿 | 73.0万股 | +1.3万股+1.80% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.64% | 3.75% | $2.59亿 | 542.1万股 | $2.53亿 | 524.6万股 | +17.5万股+3.33% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.76% | 2.79% | $1.96亿 | 466.8万股 | $1.88亿 | 440.8万股 | +25.9万股+5.88% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.54% | 2.5% | $1.80亿 | 220.0万股 | $1.69亿 | 218.1万股 | +1.9万股+0.88% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.53% | 2.56% | $1.79亿 | 477.3万股 | $1.73亿 | 455.2万股 | +22.0万股+4.84% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.41% | 2.27% | $1.71亿 | 412.3万股 | $1.53亿 | 389.2万股 | +23.1万股+5.95% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.03% | 2.09% | $1.44亿 | 207.8万股 | $1.41亿 | 213.3万股 | -5.5万股-2.58% | 减仓 |
| V先锋领航·TOTALBND |
| 1.87% | 1.97% | $1.33亿 | 182.1万股 | $1.33亿 | 179.6万股 | +2.5万股+1.37% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.73% | 1.93% | $1.23亿 | 158.0万股 | $1.30亿 | 165.6万股 | -7.6万股-4.60% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.72% | 1.58% | $1.22亿 | 36.0万股 | $1.06亿 | 33.1万股 | +2.9万股+8.75% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.71% | 1.79% | $1.22亿 | 171.8万股 | $1.21亿 | 174.0万股 | -2.3万股-1.31% | 减仓 |
| DDimensional维度ETF信托DFGX |
| 1.7% | 1.68% | $1.20亿 | 226.0万股 | $1.13亿 | 213.1万股 | +12.9万股+6.04% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.67% | 1.72% | $1.18亿 | 201.1万股 | $1.16亿 | 195.9万股 | +5.1万股+2.62% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 1.55% | 1.57% | $1.10亿 | 213.0万股 | $1.06亿 | 215.4万股 | -2.3万股-1.08% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.51% | 1.56% | $1.07亿 | 194.3万股 | $1.05亿 | 189.5万股 | +4.8万股+2.53% | 加仓 |
 苹果AAPL |
| 1.49% | 1.32% | $1.06亿 | 34.1万股 | $8,905.8万 | 33.0万股 | +1.2万股+3.52% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.3% | 1.28% | $9,232.6万 | 99.7万股 | $8,632.7万 | 96.0万股 | +3.7万股+3.85% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1.08% | 0.95% | $7,681.4万 | 159.1万股 | $6,389.7万 | 132.0万股 | +27.1万股+20.51% | 加仓 |
 AVANTIS INTLNGG |
| 1.05% | 1.02% | $7,435.9万 | 82.9万股 | $6,897.0万 | 75.7万股 | +7.1万股+9.42% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.01% | 1.02% | $7,156.0万 | 209.8万股 | $6,860.4万 | 200.0万股 | +9.8万股+4.92% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 0.92% | 0.95% | $6,530.0万 | 166.7万股 | $6,398.4万 | 165.7万股 | +9,486股+0.57% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.9% | 0.92% | $6,355.6万 | 8.5万股 | $6,224.4万 | 8.8万股 | -2,649股-3.02% | 减仓 |
| IiShares安硕信托IUSB |
| 0.89% | 0.77% | $6,332.2万 | 138.3万股 | $5,222.7万 | 112.2万股 | +26.0万股+23.18% | 加仓 |
| V先锋领航指数基金VOO |
| 0.88% | 0.79% | $6,235.2万 | 9.1万股 | $5,339.0万 | 8.2万股 | +8,961股+10.96% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.86% | 0.81% | $6,126.0万 | 153.6万股 | $5,470.8万 | 146.5万股 | +7.1万股+4.87% | 加仓 |
| DDimensional维度·USDFUV |
| 0.83% | 0.81% | $5,875.8万 | 107.0万股 | $5,474.7万 | 107.5万股 | -4,864股-0.45% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.83% | 0.88% | $5,860.5万 | 160.3万股 | $5,957.9万 | 161.3万股 | -1.0万股-0.64% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.82% | 0.83% | $5,792.1万 | 21.1万股 | $5,636.9万 | 21.7万股 | -5,855股-2.69% | 减仓 |
| S道富SPAB |
| 0.79% | 0.69% | $5,630.2万 | 222.4万股 | $4,653.4万 | 180.7万股 | +41.6万股+23.05% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.77% | 0.76% | $5,493.4万 | 41.5万股 | $5,155.7万 | 41.4万股 | +1,540股+0.37% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.77% | 0.78% | $5,457.3万 | 52.6万股 | $5,283.4万 | 49.0万股 | +3.6万股+7.35% | 加仓 |
| V先锋领航指数基金VTV |
| 0.74% | 0.69% | $5,220.4万 | 23.8万股 | $4,669.4万 | 22.9万股 | +9,132股+3.99% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.74% | 0.68% | $5,217.8万 | 108.6万股 | $4,610.7万 | 94.9万股 | +13.7万股+14.46% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.71% | 0.65% | $5,032.5万 | 40.3万股 | $4,358.8万 | 35.6万股 | +4.7万股+13.28% | 加仓 |
| IiShares安硕信托IEFA |
| 0.7% | 0.7% | $4,982.6万 | 51.4万股 | $4,749.4万 | 48.7万股 | +2.6万股+5.43% | 加仓 |
 微软MSFT |
| 0.67% | 0.76% | $4,741.6万 | 12.2万股 | $5,131.1万 | 12.1万股 | +580股+0.48% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.66% | 0.69% | $4,659.1万 | 112.1万股 | $4,645.8万 | 111.4万股 | +7,752股+0.70% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.64% | 0.7% | $4,539.6万 | 94.5万股 | $4,711.9万 | 97.5万股 | -3.0万股-3.03% | 减仓 |
| V先锋领航指数基金VB |
| 0.62% | 0.6% | $4,418.2万 | 14.8万股 | $4,048.8万 | 14.2万股 | +5,785股+4.07% | 加仓 |
| IiShares安硕信托GVI |
| 0.62% | 0.66% | $4,415.0万 | 41.5万股 | $4,465.6万 | 41.8万股 | -3,060股-0.73% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.61% | 0.53% | $4,300.2万 | 86.1万股 | $3,601.6万 | 71.7万股 | +14.4万股+20.04% | 加仓 |
| V先锋领航·MIDVO |
| 0.6% | 0.63% | $4,238.8万 | 52.6万股 | $4,224.3万 | 13.8万股 | +38.8万股+282.25% | 加仓 |
| S道富SPHY |
| 0.59% | 0.54% | $4,210.2万 | 180.3万股 | $3,676.0万 | 155.6万股 | +24.7万股+15.85% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.59% | 0.63% | $4,175.8万 | 26.0万股 | $4,271.0万 | 27.5万股 | -1.5万股-5.59% | 减仓 |
| V先锋领航指数基金VUG |
| 0.54% | 0.55% | $3,843.1万 | 44.7万股 | $3,692.0万 | 7.5万股 | +37.3万股+498.66% | 加仓 |
| IiShares安硕信托MTUM |
| 0.54% | 0.51% | $3,798.6万 | 12.2万股 | $3,446.7万 | 12.6万股 | -4,004股-3.19% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.51% | 0.54% | $3,644.8万 | 44.6万股 | $3,663.0万 | 7.9万股 | +36.7万股+463.18% | 加仓 |
| IiShares安硕·COREIJH |
| 0.51% | 0.5% | $3,614.0万 | 47.9万股 | $3,362.1万 | 46.1万股 | +1.8万股+3.83% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.45% | 0.45% | $3,223.9万 | 69.3万股 | $3,061.0万 | 64.7万股 | +4.6万股+7.08% | 加仓 |
