| V先锋领航·FTSEVEA |
| 13.81% | 13.96% | $3,835.3万 | 53.8万股 | $3,439.2万 | 53.7万股 | +1,574股+0.29% | 加仓 |
| G通用动力VTI |
| 11.32% | 10.76% | $3,142.0万 | 8.5万股 | $2,649.8万 | 8.3万股 | +2,313股+2.80% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 11.16% | 11.48% | $3,097.6万 | 53.2万股 | $2,827.4万 | 48.3万股 | +4.9万股+10.20% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.89% | 6.84% | $1,913.3万 | 32.1万股 | $1,686.3万 | 31.2万股 | +8,541股+2.74% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.62% | 5.89% | $1,561.4万 | 18.9万股 | $1,452.2万 | 17.5万股 | +1.3万股+7.65% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.55% | 5.88% | $1,539.9万 | 19.5万股 | $1,447.5万 | 18.3万股 | +1.2万股+6.71% | 加仓 |
| V先锋领航指数基金VNQ |
| 5.06% | 5.03% | $1,405.7万 | 14.6万股 | $1,239.6万 | 14.0万股 | +6,026股+4.31% | 加仓 |
| IINVESCO DB COMMODITY INDEX TRACKING FUNDDBC |
| 4.02% | 5.2% | $1,116.8万 | 41.9万股 | $1,282.3万 | 44.3万股 | -2.4万股-5.43% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.97% | 3.96% | $1,100.9万 | 1.5万股 | $976.6万 | 1.5万股 | -275股-1.83% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 3.21% | 3.04% | $891.7万 | 20.9万股 | $747.9万 | 20.9万股 | -53股-0.03% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 3.12% | 3.04% | $866.3万 | 21.9万股 | $747.9万 | 20.9万股 | +9,672股+4.62% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.89% | 2.59% | $802.7万 | 9.7万股 | $638.1万 | 9.0万股 | +7,779股+8.67% | 加仓 |
| A美国世纪ETF信托DXIV |
| 2.63% | 2.24% | $731.1万 | 10.4万股 | $551.3万 | 8.2万股 | +2.3万股+27.96% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.57% | 3.06% | $712.2万 | 13.2万股 | $753.4万 | 14.3万股 | -1.1万股-7.64% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.18% | 2.12% | $604.2万 | 20.9万股 | $521.1万 | 20.8万股 | +1,016股+0.49% | 加仓 |
| V先锋领航指数基金VB |
| 1.57% | 1.53% | $436.4万 | 1.4万股 | $377.3万 | 1.4万股 | -6股-0.04% | 减仓 |
 英特尔INTC |
| 1.55% | 0.23% | $431.3万 | 3.1万股 | $57.3万 | 1.3万股 | +1.8万股+137.92% | 加仓 |
| IiShares安硕IEMG |
| 1.36% | 1.31% | $376.8万 | 4.5万股 | $322.0万 | 4.6万股 | -682股-1.48% | 减仓 |
| IiShares安硕信托TIP |
| 1.32% | 1.22% | $367.3万 | 3.4万股 | $301.2万 | 2.7万股 | +6,273股+22.98% | 加仓 |
| IiShares安硕信托IDEV |
| 1.29% | 1.4% | $358.9万 | 4.0万股 | $344.7万 | 4.1万股 | -925股-2.24% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 2.14% | $255.2万 | 7,222股 | $526.3万 | 1.8万股 | -1.1万股-60.63% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.78% | 0.78% | $215.6万 | 5.4万股 | $191.3万 | 5.7万股 | -2,899股-5.13% | 减仓 |
| DDimensional维度ETF信托DFSU |
| 0.7% | 0.54% | $193.7万 | 4.2万股 | $133.4万 | 3.2万股 | +9,074股+27.95% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.69% | 0.74% | $192.8万 | 1.9万股 | $182.4万 | 1.9万股 | -432股-2.24% | 减仓 |
| DDimensional维度ETF信托DFSE |
| 0.68% | 0.6% | $187.4万 | 3.8万股 | $148.1万 | 3.5万股 | +3,379股+9.66% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.6% | 0.52% | $167.0万 | 3.7万股 | $127.4万 | 3.0万股 | +6,987股+23.26% | 加仓 |
| DDimensional维度·USDFUV |
| 0.59% | 0.69% | $164.1万 | 3.0万股 | $169.0万 | 3.5万股 | -5,039股-14.45% | 减仓 |
 亚马逊AMZN |
| 0.56% | 0.75% | $154.1万 | 6,466股 | $184.3万 | 8,850股 | -2,384股-26.94% | 减仓 |
| S嘉信策略信托SCHF |
| 0.29% | 0.2% | $79.8万 | 2.9万股 | $50.0万 | 2.0万股 | +8,607股+42.59% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.26% | 0.26% | $71.3万 | 3,353股 | $64.4万 | 3,353股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.25% | 0.28% | $69.5万 | 9,472股 | $67.8万 | 9,206股 | +266股+2.89% | 加仓 |
| IiShares安硕信托ITOT |
| 0.22% | 0.22% | $62.0万 | 3,773股 | $53.8万 | 3,775股 | -2股-0.05% | 减仓 |
| S嘉信·USSCHA |
| 0.17% | 0.14% | $48.3万 | 1.3万股 | $35.1万 | 1.2万股 | +1,306股+10.82% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.16% | 0.17% | $44.9万 | 1.9万股 | $41.7万 | 1.9万股 | -422股-2.18% | 减仓 |
 微软MSFT |
| 0.15% | 0.17% | $42.2万 | 1,132股 | $41.2万 | 1,113股 | +19股+1.71% | 加仓 |
| Q高通QCOM |
| 0.14% | 0.11% | $39.0万 | 2,110股 | $27.1万 | 2,108股 | +2股+0.09% | 加仓 |
 AMD超威AMD |
| 0.14% | 0.05% | $38.5万 | 663股 | $12.9万 | 632股 | +31股+4.91% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.11% | — | $30.2万 | 538股 | $0 | 0股 | +538股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.1% | 0.11% | $28.1万 | 7,752股 | $26.1万 | 7,907股 | -155股-1.96% | 减仓 |
| IiShares安硕信托IWS |
| 0.09% | 0.09% | $25.4万 | 1,545股 | $22.5万 | 1,545股 | 00.00% | 持仓不变 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 0.09% | 0.1% | $25.2万 | 9,814股 | $25.5万 | 9,814股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.08% | 0.08% | $23.1万 | 3,375股 | $19.2万 | 3,375股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.07% | 0.06% | $18.5万 | 604股 | $15.5万 | 604股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.06% | 0.05% | $15.5万 | 534股 | $12.8万 | 505股 | +29股+5.74% | 加仓 |
 英伟达NVDA |
| 0.05% | 0.02% | $15.2万 | 762股 | $4.3万 | 245股 | +517股+211.02% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.05% | 0.01% | $14.3万 | 475股 | $2.5万 | 100股 | +375股+375.00% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.05% | — | $14.0万 | 3,811股 | $0 | 0股 | +3,811股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.05% | 0.05% | $13.4万 | 984股 | $11.7万 | 984股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.04% | — | $12.4万 | 165股 | $0 | 0股 | +165股 | 新买入 |
| IiShares安硕信托ICF |
| 0.04% | 0.04% | $10.5万 | 1,553股 | $9.6万 | 1,553股 | 00.00% | 持仓不变 |
