| SSPDR标普500 ETFSPY |
| 9.01% | 14.23% | $6,748.6万 | 9.0万股 | $1.01亿 | 16.1万股 | -7.0万股-43.79% | 减仓 |
| V先锋领航债券指数基金BSV |
| 5.79% | 6.06% | $4,338.4万 | 55.7万股 | $4,293.7万 | 54.8万股 | +9,250股+1.69% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 5.55% | 5.04% | $4,156.8万 | 100.8万股 | $3,573.0万 | 91.7万股 | +9.1万股+9.88% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 5.51% | 4.44% | $4,129.7万 | 50.4万股 | $3,145.7万 | 43.6万股 | +6.7万股+15.43% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 4.98% | 5.19% | $3,732.7万 | 88.4万股 | $3,679.3万 | 87.1万股 | +1.3万股+1.48% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 4.56% | 3.99% | $3,415.6万 | 15.6万股 | $2,830.7万 | 14.8万股 | +8,080股+5.47% | 加仓 |
| IiShares安硕信托EEM |
| 3.75% | 2.92% | $2,810.3万 | 41.1万股 | $2,065.7万 | 41.1万股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.74% | 3.43% | $2,803.8万 | 69.7万股 | $2,427.9万 | 71.7万股 | -2.0万股-2.75% | 减仓 |
| V先锋领航白厅基金VYM |
| 3.48% | 3.43% | $2,607.4万 | 16.5万股 | $2,428.6万 | 16.4万股 | +1,007股+0.61% | 加仓 |
 微软MSFT |
| 3.15% | 2.45% | $2,356.7万 | 6.3万股 | $1,733.8万 | 4.7万股 | +1.6万股+34.89% | 加仓 |
| IiShares安硕信托GJS |
| 2.66% | 2.82% | $1,994.0万 | 87.5万股 | $2,001.3万 | 87.4万股 | +1,806股+0.21% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.46% | 1.81% | $1,844.8万 | 6.1万股 | $1,282.7万 | 6.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.83% | 1.99% | $1,371.8万 | 2.4万股 | $1,411.7万 | 2.5万股 | -321股-1.30% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.81% | 1.83% | $1,354.4万 | 2.7万股 | $1,296.8万 | 2.7万股 | +5股+0.02% | 加仓 |
| GGlobal X基金MLPX |
| 1.69% | 1.84% | $1,264.4万 | 17.2万股 | $1,301.6万 | 17.6万股 | -4,384股-2.49% | 减仓 |
 亚马逊AMZN |
| 1.68% | 1.55% | $1,257.7万 | 5.3万股 | $1,098.1万 | 5.3万股 | +45股+0.09% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.62% | 1.49% | $1,214.4万 | 9.5万股 | $1,054.2万 | 9.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.62% | 1.59% | $1,214.1万 | 3.4万股 | $1,127.9万 | 3.4万股 | +130股+0.38% | 加仓 |
 苹果AAPL |
| 1.56% | 0.86% | $1,172.1万 | 4.1万股 | $611.3万 | 2.4万股 | +1.6万股+68.18% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.5% | 1.3% | $1,126.4万 | 30.6万股 | $923.5万 | 27.2万股 | +3.4万股+12.47% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.28% | 1.88% | $957.7万 | 16.5万股 | $1,331.3万 | 22.7万股 | -6.3万股-27.64% | 减仓 |
 沃尔玛WMT |
| 1.24% | 1.44% | $926.2万 | 8.2万股 | $1,017.0万 | 8.2万股 | -54股-0.07% | 减仓 |
 谷歌AGOOGL |
| 1.21% | 1.15% | $903.2万 | 2.5万股 | $812.9万 | 2.8万股 | -2,995股-10.59% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.2% | 1.05% | $896.1万 | 12.8万股 | $746.5万 | 12.0万股 | +8,656股+7.24% | 加仓 |
 AVANTIS INTLNGG |
| 1.13% | 1.14% | $849.7万 | 9.5万股 | $808.2万 | 9.5万股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.04% | 1.1% | $780.1万 | 10.8万股 | $777.7万 | 10.8万股 | -10股-0.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.99% | 0.86% | $744.3万 | 2.1万股 | $608.5万 | 2.1万股 | -148股-0.70% | 减仓 |
 PROGRESSIVEPGR |
| 0.96% | 0.92% | $716.4万 | 3.3万股 | $650.1万 | 3.3万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.94% | 0.86% | $705.4万 | 2.8万股 | $609.7万 | 2.8万股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.93% | 0.96% | $699.6万 | 2.1万股 | $678.9万 | 2.1万股 | +59股+0.28% | 加仓 |
 英伟达NVDA |
| 0.93% | 0.32% | $697.1万 | 3.5万股 | $224.2万 | 1.3万股 | +2.2万股+171.07% | 加仓 |
| DDimensional维度·USDFUV |
| 0.92% | 0.86% | $689.1万 | 12.5万股 | $606.8万 | 12.5万股 | +63股+0.05% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.89% | 0.96% | $666.3万 | 34.8万股 | $679.0万 | 35.2万股 | -3,353股-0.95% | 减仓 |
 思科CSCO |
| 0.88% | 0.61% | $655.6万 | 5.6万股 | $433.1万 | 5.6万股 | 00.00% | 持仓不变 |
 ARCH CAP ORDACGL |
| 0.8% | 0.84% | $600.5万 | 6.2万股 | $595.8万 | 6.2万股 | -200股-0.32% | 减仓 |
 NETFLIXNFLX |
| 0.79% | 1.12% | $590.6万 | 8.3万股 | $795.3万 | 8.3万股 | 00.00% | 持仓不变 |
 FIRST AMERN FINLFAF |
| 0.71% | 1.11% | $534.0万 | 7.8万股 | $785.9万 | 13.0万股 | -5.3万股-40.27% | 减仓 |
 强生JNJ |
| 0.71% | 0.72% | $533.0万 | 2.1万股 | $513.7万 | 2.1万股 | -30股-0.14% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.69% | 0.69% | $518.7万 | 6.9万股 | $488.6万 | 7.5万股 | -5,700股-7.60% | 减仓 |
 VisaV |
| 0.67% | 0.62% | $499.8万 | 1.5万股 | $436.6万 | 1.4万股 | +123股+0.85% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.66% | 0.65% | $497.8万 | 5.2万股 | $460.4万 | 5.7万股 | -5,541股-9.70% | 减仓 |
 雅培ABT |
| 0.54% | 0.41% | $406.6万 | 4.5万股 | $292.8万 | 2.9万股 | +1.6万股+57.16% | 加仓 |
 COPART COMCPRT |
| 0.5% | 0.62% | $373.6万 | 13.3万股 | $438.1万 | 13.2万股 | +598股+0.45% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.45% | 0.54% | $336.3万 | 6.3万股 | $379.8万 | 7.2万股 | -8,650股-12.04% | 减仓 |
 嘉信理财SCHW |
| 0.44% | 0.48% | $330.8万 | 3.6万股 | $336.9万 | 3.6万股 | 00.00% | 持仓不变 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.42% | 0.41% | $318.4万 | 1,530股 | $288.4万 | 1,530股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.4% | — | $301.8万 | 6,319股 | $0 | 0股 | +6,319股 | 新买入 |
 BOOKING COMBKNG |
| 0.39% | 0.39% | $291.0万 | 1.6万股 | $274.9万 | 653股 | +1.6万股+2,400.00% | 加仓 |
| T赛默飞世尔TMO |
| 0.36% | 0.31% | $273.3万 | 5,452股 | $218.8万 | 4,452股 | +1,000股+22.46% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.36% | 0.43% | $268.2万 | 8.2万股 | $306.1万 | 11.6万股 | -3.4万股-29.50% | 减仓 |
