| DDimensional维度ETF信托DFAC |
| 11.23% | 11.24% | $2,532.2万 | 79.3万股 | $2,274.3万 | 77.8万股 | +1.5万股+1.86% | 加仓 |
 微软MSFT |
| 6.99% | 6.47% | $1,575.8万 | 3.7万股 | $1,309.8万 | 3.5万股 | +2,621股+7.52% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 6.01% | 5.46% | $1,355.7万 | 50.7万股 | $1,104.5万 | 43.3万股 | +7.4万股+17.14% | 加仓 |
| V先锋领航债券指数基金BIV |
| 5.8% | 4.46% | $1,307.0万 | 17.3万股 | $902.6万 | 11.8万股 | +5.5万股+46.68% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 5.7% | 5.93% | $1,285.3万 | 50.5万股 | $1,199.3万 | 49.1万股 | +1.4万股+2.87% | 加仓 |
| DDimensional维度·USDFUV |
| 4.8% | 5.02% | $1,081.9万 | 26.5万股 | $1,016.6万 | 27.3万股 | -8,618股-3.16% | 减仓 |
| V先锋领航指数基金VTV |
| 4.74% | 4.41% | $1,067.3万 | 6.6万股 | $891.8万 | 6.0万股 | +5,887股+9.87% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.5% | 3.53% | $1,013.7万 | 13.2万股 | $714.8万 | 9.3万股 | +3.9万股+42.47% | 加仓 |
| IiShares安硕·S&PIVE |
| 3.45% | 3.58% | $777.7万 | 4.2万股 | $723.8万 | 4.2万股 | +4股+0.01% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.39% | 4.01% | $764.3万 | 9.5万股 | $811.3万 | 10.0万股 | -4,878股-4.89% | 减仓 |
| V先锋领航指数基金VV |
| 2.97% | 3.14% | $670.4万 | 2.8万股 | $634.5万 | 2.9万股 | -1,125股-3.87% | 减仓 |
| V先锋领航指数基金VOO |
| 2.81% | 2.8% | $632.4万 | 1.3万股 | $567.2万 | 1.3万股 | +172股+1.32% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.77% | 3.07% | $624.6万 | 8.1万股 | $621.4万 | 8.0万股 | +474股+0.59% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.5% | 2.84% | $564.1万 | 5.5万股 | $575.2万 | 5.6万股 | -909股-1.63% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.34% | 2.74% | $527.4万 | 10.5万股 | $553.4万 | 11.6万股 | -1.0万股-9.01% | 减仓 |
| V先锋领航指数基金VB |
| 2.19% | 1.93% | $492.6万 | 2.2万股 | $390.2万 | 1.8万股 | +3,257股+17.80% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.03% | 2.27% | $456.8万 | 9.0万股 | $458.9万 | 9.0万股 | +388股+0.43% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.93% | 2.02% | $435.8万 | 7.0万股 | $408.5万 | 6.9万股 | +1,400股+2.04% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.91% | 2.18% | $430.7万 | 7.9万股 | $442.0万 | 8.4万股 | -5,327股-6.31% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.69% | 1.55% | $381.7万 | 9.1万股 | $313.8万 | 7.6万股 | +1.5万股+19.71% | 加仓 |
| AAvantis·U SAVUV |
| 1.37% | 1.75% | $308.3万 | 3.3万股 | $353.2万 | 3.9万股 | -6,428股-16.34% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.25% | 1.1% | $281.1万 | 9.3万股 | $222.9万 | 7.7万股 | +1.7万股+21.98% | 加仓 |
| IiShares安硕·COREIJR |
| 1.12% | 1.23% | $253.4万 | 2.3万股 | $249.2万 | 2.3万股 | -89股-0.39% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.1% | 1.15% | $248.4万 | 6.8万股 | $233.5万 | 6.8万股 | -370股-0.54% | 减仓 |
| V先锋领航·WELLINGTON FDVFVA |
| 1.09% | 1.52% | $246.8万 | 2.1万股 | $307.5万 | 2.7万股 | -6,615股-24.24% | 减仓 |
| V先锋领航指数基金VXF |
| 1.04% | 1.16% | $234.2万 | 1.3万股 | $235.2万 | 1.4万股 | -944股-6.60% | 减仓 |
 苹果AAPL |
| 0.86% | 1.08% | $194.8万 | 1.1万股 | $218.6万 | 1.1万股 | +4股+0.04% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.84% | 0.87% | $188.4万 | 3.3万股 | $175.7万 | 3.1万股 | +1,356股+4.35% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.82% | 0.94% | $185.5万 | 2.1万股 | $190.7万 | 2.2万股 | -138股-0.64% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.74% | — | $167.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 亚马逊AMZN |
| 0.74% | 0.71% | $167.2万 | 9,271股 | $143.7万 | 9,456股 | -185股-1.96% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.71% | 0.76% | $160.9万 | 1.3万股 | $153.7万 | 1.4万股 | -470股-3.41% | 减仓 |
| IiShares安硕信托IVV |
| 0.6% | 0.69% | $136.1万 | 2,589股 | $138.6万 | 2,902股 | -313股-10.79% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.56% | 0.71% | $125.2万 | 1.9万股 | $142.9万 | 2.3万股 | -3,860股-16.88% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.47% | 0.5% | $106.1万 | 3,683股 | $101.2万 | 3,858股 | -175股-4.54% | 减仓 |
| IiShares安硕信托IWD |
| 0.46% | 0.47% | $104.0万 | 5,806股 | $95.9万 | 5,806股 | 00.00% | 持仓不变 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.42% | 0.47% | $95.2万 | 3.9万股 | $95.0万 | 3.9万股 | -878股-2.23% | 减仓 |
| IiShares安硕信托EFV |
| 0.42% | 0.44% | $93.8万 | 1.7万股 | $89.4万 | 1.7万股 | +77股+0.45% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 0.4% | 0.44% | $89.3万 | 1.9万股 | $89.7万 | 1.8万股 | +73股+0.39% | 加仓 |
 波音BA |
| 0.36% | 0.56% | $81.1万 | 4,205股 | $113.3万 | 4,346股 | -141股-3.24% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.33% | 0.35% | $74.7万 | 3,894股 | $71.0万 | 3,945股 | -51股-1.29% | 减仓 |
| S嘉信策略信托SCHD |
| 0.32% | 0.36% | $71.5万 | 8,871股 | $73.5万 | 9,651股 | -780股-8.08% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.32% | 0.33% | $71.1万 | 1.2万股 | $66.8万 | 1.2万股 | +255股+2.21% | 加仓 |
| G通用动力VTI |
| 0.31% | 0.31% | $69.2万 | 2,663股 | $62.3万 | 2,627股 | +36股+1.37% | 加仓 |
 帕卡PCAR |
| 0.29% | 0.23% | $65.9万 | 5,320股 | $46.7万 | 4,779股 | +541股+11.32% | 加仓 |
 星巴克SBUX |
| 0.24% | 0.29% | $55.2万 | 6,041股 | $57.9万 | 6,030股 | +11股+0.18% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.21% | 0.24% | $48.4万 | 1.6万股 | $48.3万 | 1.7万股 | -831股-4.93% | 减仓 |
 家得宝HD |
| 0.21% | 0.21% | $47.3万 | 1,233股 | $42.7万 | 1,233股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.21% | 0.22% | $46.9万 | 7,358股 | $44.5万 | 7,358股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.2% | 0.23% | $44.0万 | 1.1万股 | $46.3万 | 1.2万股 | -807股-7.01% | 减仓 |
