| SSPDR标普500 ETFSPY |
| 11.37% | 10.97% | $4,402.9万 | 5.9万股 | $3,851.0万 | 5.9万股 | -243股-0.41% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 9.32% | 9.95% | $3,610.7万 | 66.8万股 | $3,494.9万 | 66.2万股 | +6,234股+0.94% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.77% | 9.16% | $3,397.9万 | 82.4万股 | $3,216.3万 | 82.6万股 | -1,821股-0.22% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.41% | 6.11% | $2,483.0万 | 30.3万股 | $2,147.3万 | 30.3万股 | +211股+0.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.33% | 5.72% | $2,064.0万 | 4.1万股 | $2,009.0万 | 4.2万股 | -678股-1.62% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 4.81% | 4.7% | $1,862.5万 | 47.1万股 | $1,651.6万 | 46.2万股 | +8,541股+1.85% | 加仓 |
| V先锋领航指数基金VOO |
| 4.03% | 3.88% | $1,559.0万 | 2.3万股 | $1,362.1万 | 2.3万股 | -94股-0.41% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.85% | 3.64% | $1,491.0万 | 18.1万股 | $1,276.9万 | 18.0万股 | +1,570股+0.87% | 加仓 |
| G通用动力VTI |
| 3.25% | 3.15% | $1,257.7万 | 3.4万股 | $1,107.9万 | 3.5万股 | -546股-1.58% | 减仓 |
 BLUE OWL CAP CORPOBDC |
| 3.24% | 3.43% | $1,253.9万 | 112.2万股 | $1,206.0万 | 105.5万股 | +6.6万股+6.29% | 加仓 |
 苹果AAPL |
| 2.67% | 2.61% | $1,032.4万 | 3.6万股 | $917.4万 | 3.6万股 | -467股-1.29% | 减仓 |
| S嘉信策略信托SCHF |
| 2.45% | 2.4% | $949.8万 | 34.3万股 | $841.7万 | 34.0万股 | +2,770股+0.81% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.45% | 2.2% | $948.7万 | 23.6万股 | $771.7万 | 22.8万股 | +8,003股+3.51% | 加仓 |
 英伟达NVDA |
| 2.34% | 2.24% | $905.9万 | 4.5万股 | $788.0万 | 4.5万股 | +95股+0.21% | 加仓 |
| V先锋领航·MIDVO |
| 2.34% | 2.27% | $904.8万 | 11.2万股 | $795.7万 | 2.8万股 | +8.5万股+305.29% | 加仓 |
 ARES CAPITALARCC |
| 1.79% | 1.74% | $693.1万 | 37.4万股 | $609.8万 | 33.8万股 | +3.6万股+10.53% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.76% | 1.89% | $681.5万 | 13.5万股 | $662.4万 | 13.3万股 | +1,971股+1.48% | 加仓 |
 摩根大通JPM |
| 1.69% | 1.69% | $656.3万 | 2.0万股 | $594.1万 | 2.0万股 | -145股-0.72% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.6% | 1.7% | $620.1万 | 3.9万股 | $596.7万 | 4.0万股 | -1,049股-2.60% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.6% | 1.59% | $620.0万 | 8.7万股 | $558.3万 | 8.7万股 | -108股-0.12% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.29% | 1.34% | $501.2万 | 14.3万股 | $470.8万 | 14.0万股 | +3,252股+2.33% | 加仓 |
| V先锋领航指数基金VTV |
| 1.27% | 1.29% | $493.3万 | 2.3万股 | $454.3万 | 2.3万股 | -520股-2.25% | 减仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 1.26% | 1.23% | $487.0万 | 27.2万股 | $430.5万 | 27.2万股 | -72股-0.03% | 减仓 |
 博通AVGO |
| 1.05% | 0.96% | $406.8万 | 1.1万股 | $337.9万 | 1.1万股 | -148股-1.36% | 减仓 |
 亚马逊AMZN |
| 0.81% | 0.79% | $315.1万 | 1.3万股 | $275.9万 | 1.3万股 | -27股-0.20% | 减仓 |
| IiShares安硕·COREIJH |
| 0.68% | 0.67% | $262.9万 | 3.4万股 | $236.5万 | 3.5万股 | -936股-2.67% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.56% | 0.61% | $217.3万 | 2.6万股 | $214.5万 | 2.7万股 | -641股-2.38% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.55% | 0.57% | $214.1万 | 2.1万股 | $199.8万 | 2.1万股 | +41股+0.20% | 加仓 |
 康宁GLW |
| 0.49% | 0.29% | $191.6万 | 7,500股 | $102.0万 | 7,500股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.48% | 0.45% | $185.8万 | 2,481股 | $158.8万 | 2,430股 | +51股+2.10% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.48% | 0.53% | $185.8万 | 2.4万股 | $186.8万 | 2.4万股 | -63股-0.27% | 减仓 |
| V先锋领航指数基金VUG |
| 0.46% | 0.43% | $179.2万 | 2.1万股 | $152.0万 | 3,479股 | +1.7万股+497.96% | 加仓 |
| V先锋领航指数基金VB |
| 0.45% | 0.39% | $172.5万 | 5,691股 | $136.4万 | 5,209股 | +482股+9.25% | 加仓 |
 卡特彼勒CAT |
| 0.43% | 0.31% | $165.1万 | 1,550股 | $109.8万 | 1,550股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.37% | $163.5万 | 4,628股 | $129.6万 | 4,518股 | +110股+2.43% | 加仓 |
| IiShares安硕信托EEM |
| 0.41% | 0.37% | $158.0万 | 2.3万股 | $129.0万 | 2.3万股 | +388股+1.71% | 加仓 |
 INSTALLED BLDG PRODSIBP |
| 0.38% | 0.49% | $148.2万 | 6,450股 | $171.0万 | 6,450股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.38% | 0.42% | $145.8万 | 3,909股 | $146.8万 | 3,965股 | -56股-1.41% | 减仓 |
 VertivVRT |
| 0.36% | 0.29% | $138.2万 | 4,128股 | $103.4万 | 4,127股 | +1股+0.02% | 加仓 |
 谷歌AGOOGL |
| 0.32% | 0.29% | $124.1万 | 3,472股 | $100.4万 | 3,492股 | -20股-0.57% | 减仓 |
 PALO ALTOPANW |
| 0.32% | 0.17% | $123.6万 | 3,624股 | $61.4万 | 3,828股 | -204股-5.33% | 减仓 |
 英特尔INTC |
| 0.25% | 0.09% | $96.3万 | 6,899股 | $31.8万 | 7,212股 | -313股-4.34% | 减仓 |
 沃尔玛WMT |
| 0.25% | 0.3% | $96.2万 | 8,498股 | $105.8万 | 8,498股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.25% | 0.28% | $95.3万 | 5,021股 | $96.9万 | 5,021股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.24% | 0.35% | $92.7万 | 6,777股 | $121.4万 | 7,156股 | -379股-5.30% | 减仓 |
 家得宝HD |
| 0.24% | 0.24% | $91.1万 | 2,584股 | $85.0万 | 2,583股 | +1股+0.04% | 加仓 |
 好市多COST |
| 0.23% | 0.27% | $90.3万 | 965股 | $96.2万 | 965股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.21% | 0.16% | $80.2万 | 403股 | $54.6万 | 413股 | -10股-2.42% | 减仓 |
| FFiservFISV |
| 0.19% | 0.24% | $75.0万 | 1.5万股 | $85.3万 | 1.5万股 | +10股+0.07% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.17% | 0.13% | $65.0万 | 3,412股 | $45.3万 | 3,412股 | 00.00% | 持仓不变 |
