| S嘉信策略信托SCHC |
| 6.63% | 6.96% | $7,323.8万 | 138.8万股 | $6,611.1万 | 135.1万股 | +3.7万股+2.74% | 加仓 |
| S嘉信策略信托SCHD |
| 5.47% | 6.18% | $6,045.8万 | 190.7万股 | $5,864.8万 | 191.2万股 | -5,021股-0.26% | 减仓 |
| V先锋领航全球基金VGT |
| 4.6% | 3.88% | $5,074.9万 | 42.5万股 | $3,684.0万 | 5.3万股 | +37.2万股+704.18% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 4.44% | 3.95% | $4,902.6万 | 94.8万股 | $3,753.0万 | 83.2万股 | +11.7万股+14.03% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.76% | 3.64% | $4,157.8万 | 32.5万股 | $3,454.9万 | 31.1万股 | +1.4万股+4.47% | 加仓 |
 AVANTIS INTLNGG |
| 3.7% | 3.84% | $4,083.1万 | 45.8万股 | $3,645.5万 | 43.0万股 | +2.8万股+6.53% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.59% | 2.45% | $2,863.8万 | 68.6万股 | $2,330.5万 | 63.4万股 | +5.2万股+8.25% | 加仓 |
| IiShares安硕信托IVV |
| 2.47% | 2.5% | $2,732.0万 | 3.6万股 | $2,376.8万 | 3.6万股 | +94股+0.26% | 加仓 |
| V先锋领航指数基金VOO |
| 2.26% | 2.26% | $2,498.2万 | 3.6万股 | $2,147.9万 | 3.6万股 | +429股+1.19% | 加仓 |
| G通用动力VTI |
| 2.03% | 1.37% | $2,245.6万 | 6.1万股 | $1,304.2万 | 4.1万股 | +2.0万股+49.27% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.9% | 2.05% | $2,099.6万 | 52.9万股 | $1,949.6万 | 51.0万股 | +2.0万股+3.84% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.9% | 1.9% | $2,097.6万 | 47.3万股 | $1,804.9万 | 46.4万股 | +8,386股+1.81% | 加仓 |
 苹果AAPL |
| 1.7% | 1.7% | $1,876.8万 | 6.5万股 | $1,610.5万 | 6.3万股 | +1,400股+2.21% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.63% | 1.44% | $1,805.1万 | 43.8万股 | $1,368.2万 | 35.1万股 | +8.6万股+24.60% | 加仓 |
| IiShares安硕信托AGG |
| 1.61% | 1.53% | $1,783.2万 | 18.0万股 | $1,452.5万 | 14.6万股 | +3.4万股+23.13% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.54% | 1.69% | $1,700.3万 | 32.5万股 | $1,606.4万 | 30.9万股 | +1.6万股+5.01% | 加仓 |
 英伟达NVDA |
| 1.5% | 1.52% | $1,657.2万 | 8.3万股 | $1,442.6万 | 8.3万股 | +105股+0.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.46% | 1.35% | $1,613.8万 | 22.6万股 | $1,285.1万 | 20.1万股 | +2.6万股+12.94% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.35% | 1.33% | $1,488.8万 | 44.0万股 | $1,262.7万 | 43.3万股 | +6,476股+1.49% | 加仓 |
| S嘉信·USSCHX |
| 1.33% | 1.38% | $1,465.7万 | 49.8万股 | $1,312.5万 | 51.2万股 | -1.4万股-2.71% | 减仓 |
 谷歌AGOOGL |
| 1.26% | 1.17% | $1,392.5万 | 3.9万股 | $1,110.1万 | 3.9万股 | +363股+0.94% | 加仓 |
| I景顺QQQ信托VOO |
| 1.24% | 1.12% | $1,364.0万 | 1.9万股 | $1,065.4万 | 1.8万股 | +65股+0.35% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.17% | 1.19% | $1,287.9万 | 5.4万股 | $1,125.6万 | 5.2万股 | +2,094股+4.00% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.09% | 0.93% | $1,199.3万 | 7.6万股 | $879.6万 | 5.9万股 | +1.6万股+27.78% | 加仓 |
| IiShares安硕信托DGRO |
| 1.04% | 1.02% | $1,143.8万 | 15.1万股 | $968.1万 | 13.8万股 | +1.3万股+9.40% | 加仓 |
 微软MSFT |
| 0.95% | 1.11% | $1,047.2万 | 2.8万股 | $1,058.4万 | 2.9万股 | -518股-1.81% | 减仓 |
| IiShares安硕信托SHV |
| 0.81% | 0.94% | $898.1万 | 8.1万股 | $894.7万 | 8.1万股 | +342股+0.42% | 加仓 |
 博通AVGO |
| 0.8% | 0.78% | $886.4万 | 2.3万股 | $740.5万 | 2.4万股 | -458股-1.91% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.78% | 0.79% | $862.3万 | 29.8万股 | $749.1万 | 29.8万股 | -687股-0.23% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.76% | 0.7% | $844.4万 | 10.3万股 | $661.0万 | 9.3万股 | +9,836股+10.55% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.73% | 0.91% | $804.8万 | 14.2万股 | $865.6万 | 15.3万股 | -1.0万股-6.70% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.7% | 0.76% | $771.4万 | 15.2万股 | $722.9万 | 14.5万股 | +7,677股+5.31% | 加仓 |
| J摩根大通·BETABUILDERSBBJP |
| 0.69% | 0.74% | $761.6万 | 10.1万股 | $698.7万 | 10.1万股 | -260股-0.26% | 减仓 |
 亚马逊AMZN |
| 0.66% | 0.65% | $724.1万 | 3.0万股 | $618.7万 | 3.0万股 | +674股+2.27% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.65% | 0.38% | $721.5万 | 17.9万股 | $362.8万 | 10.7万股 | +7.2万股+67.47% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 0.65% | 0.56% | $715.2万 | 6.4万股 | $528.6万 | 6.6万股 | -2,345股-3.53% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.71% | $699.8万 | 1.4万股 | $670.9万 | 1.4万股 | -15股-0.11% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.63% | 0.67% | $694.0万 | 4.9万股 | $634.3万 | 5.1万股 | -1,779股-3.51% | 减仓 |
| AAvantis·U SAVUV |
| 0.61% | 0.63% | $672.5万 | 5.4万股 | $595.1万 | 5.4万股 | +35股+0.06% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.53% | 0.55% | $588.6万 | 18.9万股 | $527.0万 | 18.9万股 | +39股+0.02% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.51% | 0.66% | $566.5万 | 1.9万股 | $624.8万 | 2.3万股 | -3,996股-17.42% | 减仓 |
| IiShares安硕信托MTUM |
| 0.5% | 0.4% | $552.5万 | 1.6万股 | $378.5万 | 1.6万股 | +344股+2.18% | 加仓 |
| S嘉信策略信托SCHF |
| 0.49% | 0.51% | $545.8万 | 19.7万股 | $481.2万 | 19.4万股 | +2,594股+1.33% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.47% | 0.51% | $518.1万 | 9.6万股 | $480.3万 | 9.1万股 | +4,907股+5.39% | 加仓 |
| IiShares安硕·COREIJH |
| 0.45% | 0.46% | $497.3万 | 6.4万股 | $435.3万 | 6.4万股 | +35股+0.05% | 加仓 |
| V先锋领航全球基金MGV |
| 0.41% | 0.43% | $457.0万 | 2.8万股 | $407.2万 | 2.8万股 | -133股-0.47% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.42% | $455.6万 | 1.4万股 | $402.2万 | 1.4万股 | +248股+1.81% | 加仓 |
| IiShares安硕信托IEFA |
| 0.41% | 0.48% | $454.2万 | 4.7万股 | $458.2万 | 5.1万股 | -3,579股-7.07% | 减仓 |
| IiShares安硕信托GVI |
| 0.41% | 0.3% | $450.2万 | 4.2万股 | $289.6万 | 2.7万股 | +1.5万股+53.35% | 加仓 |
 Meta平台META |
| 0.37% | 0.47% | $405.7万 | 7,203股 | $447.3万 | 7,819股 | -616股-7.88% | 减仓 |
