| IiShares安硕信托IDEV |
| 10.5% | 17.46% | $1.49亿 | 309.3万股 | $1.61亿 | 298.7万股 | +10.5万股+3.53% | 加仓 |
| A美国世纪ETF信托AVUS |
| 9.89% | 12.91% | $1.41亿 | 225.7万股 | $1.19亿 | 182.5万股 | +43.2万股+23.65% | 加仓 |
| A美国世纪ETF信托AVEM |
| 6.88% | 12.97% | $9,782.8万 | 213.0万股 | $1.19亿 | 229.3万股 | -16.3万股-7.10% | 减仓 |
 AVANTIS INTLNGG |
| 5.8% | 8.33% | $8,247.1万 | 180.8万股 | $7,660.5万 | 150.3万股 | +30.5万股+20.26% | 加仓 |
| AAvantis·U SAVUV |
| 5.4% | 7.86% | $7,689.5万 | 116.3万股 | $7,227.0万 | 105.7万股 | +10.5万股+9.97% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.96% | 6.02% | $5,638.2万 | 118.7万股 | $5,539.1万 | 105.0万股 | +13.7万股+13.06% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.73% | 6.65% | $5,311.6万 | 136.3万股 | $6,118.3万 | 152.1万股 | -15.8万股-10.40% | 减仓 |
| DDimensional维度·USDFUV |
| 3.54% | — | $5,034.9万 | 170.0万股 | $0 | 0股 | +170.0万股 | 新买入 |
| IiShares安硕·COREIJR |
| 2.29% | 3.31% | $3,253.6万 | 37.3万股 | $3,041.2万 | 32.9万股 | +4.4万股+13.39% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.22% | 4.34% | $3,164.5万 | 122.8万股 | $3,988.9万 | 138.1万股 | -15.2万股-11.03% | 减仓 |
 苹果AAPL |
| 2% | 0.04% | $2,841.2万 | 20.6万股 | $41.2万 | 3,015股 | +20.3万股+6,718.91% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.55% | 1.15% | $2,198.8万 | 109.4万股 | $1,056.2万 | 45.6万股 | +63.8万股+139.99% | 加仓 |
| IiShares安硕·COREIJH |
| 1.41% | 1.06% | $2,011.0万 | 9.2万股 | $972.2万 | 4.3万股 | +4.9万股+113.43% | 加仓 |
 微软MSFT |
| 1.3% | 0.05% | $1,842.5万 | 7.9万股 | $50.4万 | 1,962股 | +7.7万股+3,932.06% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.89% | 1.1% | $1,264.8万 | 49.0万股 | $1,015.6万 | 35.2万股 | +13.8万股+39.21% | 加仓 |
| IiShares安硕信托REET |
| 0.85% | 0.77% | $1,207.3万 | 56.8万股 | $706.3万 | 29.2万股 | +27.5万股+94.32% | 加仓 |
| IiShares安硕信托STIP |
| 0.79% | 0.72% | $1,123.9万 | 11.7万股 | $662.6万 | 6.5万股 | +5.2万股+79.00% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.76% | 1.27% | $1,075.9万 | 14.2万股 | $1,171.7万 | 14.6万股 | -4,264股-2.91% | 减仓 |
 亚马逊AMZN |
| 0.71% | — | $1,014.3万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.64% | 0.79% | $916.1万 | 42.5万股 | $730.1万 | 30.2万股 | +12.2万股+40.43% | 加仓 |
| S嘉信·USSCHP |
| 0.6% | 0.53% | $856.2万 | 16.5万股 | $491.4万 | 8.8万股 | +7.7万股+87.69% | 加仓 |
 谷歌AGOOGL |
| 0.55% | — | $775.8万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.54% | 0.19% | $773.4万 | 2.2万股 | $177.5万 | 4,682股 | +1.7万股+360.59% | 加仓 |
| IiShares安硕信托AGG |
| 0.52% | 0.53% | $738.2万 | 7.7万股 | $489.7万 | 4.8万股 | +2.8万股+59.11% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.47% | 0.78% | $672.8万 | 12.1万股 | $715.9万 | 12.3万股 | -2,906股-2.35% | 减仓 |
 联合健康UNH |
| 0.47% | — | $662.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 特斯拉TSLA |
| 0.45% | — | $634.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.43% | 0.68% | $608.4万 | 2.9万股 | $621.4万 | 3.0万股 | -674股-2.24% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.42% | 0.7% | $591.7万 | 10.1万股 | $642.4万 | 10.3万股 | -1,772股-1.72% | 减仓 |
 强生JNJ |
| 0.4% | — | $563.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 家得宝HD |
| 0.37% | 0.1% | $526.5万 | 1.9万股 | $89.3万 | 3,255股 | +1.6万股+486.18% | 加仓 |
 埃森哲ACN |
| 0.36% | — | $515.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 宝洁PG |
| 0.36% | 0.09% | $512.4万 | 4.1万股 | $79.1万 | 5,498股 | +3.5万股+638.21% | 加仓 |
| S嘉信策略信托SCHD |
| 0.35% | 0.65% | $500.1万 | 7.5万股 | $594.3万 | 8.3万股 | -7,688股-9.27% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.35% | — | $496.7万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 摩根大通JPM |
| 0.34% | — | $476.7万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| DDimensional维度ETF信托DFAC |
| 0.33% | 0.51% | $466.8万 | 21.0万股 | $473.3万 | 20.3万股 | +6,734股+3.31% | 加仓 |
 FIRST HORIZONFHN |
| 0.3% | — | $431.8万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
| DDimensional维度ETF信托DISV |
| 0.3% | 0.79% | $430.5万 | 23.2万股 | $727.5万 | 34.6万股 | -11.4万股-32.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | — | $411.5万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.28% | 0.27% | $395.2万 | 2.9万股 | $243.9万 | 1.7万股 | +1.2万股+71.96% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.26% | $390.7万 | 1.1万股 | $243.7万 | 6,459股 | +4,451股+68.91% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.27% | 0.28% | $389.1万 | 9.8万股 | $253.1万 | 5.7万股 | +4.1万股+72.33% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 0.26% | 0.21% | $368.8万 | 5.1万股 | $196.8万 | 2.6万股 | +2.5万股+99.03% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHSC |
| 0.26% | 0.21% | $367.9万 | 13.1万股 | $194.6万 | 6.7万股 | +6.4万股+96.74% | 加仓 |
 VisaV |
| 0.25% | — | $361.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 艾伯维ABBV |
| 0.25% | — | $359.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 礼来LLY |
| 0.22% | — | $312.8万 | 9,673股 | $0 | 0股 | +9,673股 | 新买入 |
| DDimensional维度ETF信托DFAU |
| 0.21% | 2.71% | $305.8万 | 12.2万股 | $2,490.2万 | 94.2万股 | -82.1万股-87.10% | 减仓 |
 宣伟SHW |
| 0.21% | — | $305.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
