| A美国世纪ETF信托AVUS |
| 12.67% | 14.42% | $9,584.5万 | 75.1万股 | $8,243.6万 | 74.1万股 | +9,674股+1.30% | 加仓 |
 AVANTIS INTLNGG |
| 7.06% | 8.08% | $5,343.7万 | 58.6万股 | $4,617.1万 | 54.4万股 | +4.2万股+7.65% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 6.7% | 7.97% | $5,067.8万 | 62.1万股 | $4,556.5万 | 64.3万股 | -2.1万股-3.34% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 5.9% | 2.88% | $4,460.5万 | 76.8万股 | $1,648.8万 | 28.2万股 | +48.6万股+172.58% | 加仓 |
| A美国世纪ETF信托AVEM |
| 5.79% | 6.93% | $4,380.0万 | 48.9万股 | $3,962.6万 | 49.2万股 | -2,429股-0.49% | 减仓 |
| IiShares安硕信托AGG |
| 4.78% | 0.64% | $3,617.5万 | 37.2万股 | $363.0万 | 3.7万股 | +33.5万股+915.97% | 加仓 |
| DDimensional维度·USDFUV |
| 4.41% | 5.21% | $3,335.7万 | 60.0万股 | $2,978.0万 | 61.5万股 | -1.4万股-2.35% | 减仓 |
 苹果AAPL |
| 3.95% | 4.35% | $2,989.8万 | 9.7万股 | $2,485.5万 | 9.8万股 | -1,150股-1.17% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.49% | 2.27% | $2,639.6万 | 55.3万股 | $1,298.0万 | 27.0万股 | +28.2万股+104.56% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 2.67% | 3.31% | $2,022.6万 | 35.3万股 | $1,891.1万 | 35.8万股 | -5,120股-1.43% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.59% | 3.21% | $1,956.7万 | 24.1万股 | $1,832.0万 | 25.8万股 | -1.6万股-6.24% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.54% | — | $1,925.1万 | 23.7万股 | $0 | 0股 | +23.7万股 | 新买入 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.12% | 2.52% | $1,602.0万 | 22.6万股 | $1,442.4万 | 23.1万股 | -4,478股-1.94% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.9% | 2.01% | $1,440.7万 | 15.6万股 | $1,149.0万 | 14.3万股 | +1.4万股+9.68% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.86% | 2.16% | $1,403.7万 | 1.9万股 | $1,237.2万 | 1.9万股 | -234股-1.23% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.78% | 2.08% | $1,344.1万 | 30.2万股 | $1,190.6万 | 30.6万股 | -4,284股-1.40% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.73% | 2.02% | $1,312.1万 | 4.5万股 | $1,156.5万 | 4.7万股 | -1,575股-3.38% | 减仓 |
| DDimensional维度ETF信托DFGR |
| 1.7% | 1.24% | $1,283.1万 | 43.1万股 | $710.6万 | 26.7万股 | +16.3万股+61.05% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.68% | — | $1,272.5万 | 25.6万股 | $0 | 0股 | +25.6万股 | 新买入 |
| IiShares安硕信托EFV |
| 1.45% | 1.82% | $1,094.8万 | 13.5万股 | $1,039.6万 | 14.0万股 | -4,466股-3.19% | 减仓 |
 英伟达NVDA |
| 1.28% | 1.52% | $969.1万 | 4.8万股 | $870.6万 | 5.0万股 | -1,646股-3.30% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.27% | 1.45% | $959.4万 | 24.2万股 | $829.3万 | 23.7万股 | +5,213股+2.20% | 加仓 |
| G通用动力VTI |
| 1.24% | 1.42% | $936.3万 | 2.5万股 | $813.7万 | 2.5万股 | +66股+0.26% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.85% | 0.99% | $642.3万 | 2.9万股 | $563.1万 | 3.0万股 | -669股-2.25% | 减仓 |
| V先锋领航指数基金VTV |
| 0.85% | 1.01% | $641.8万 | 2.9万股 | $575.9万 | 2.9万股 | -174股-0.59% | 减仓 |
 微软MSFT |
| 0.81% | 0.84% | $609.9万 | 1.3万股 | $482.6万 | 1.3万股 | +87股+0.67% | 加仓 |
| A美国世纪ETF信托EFV |
| 0.7% | 0.81% | $528.8万 | 6.6万股 | $460.4万 | 6.2万股 | +3,987股+6.48% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.62% | 0.68% | $472.1万 | 11.1万股 | $388.6万 | 9.9万股 | +1.3万股+13.16% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.57% | 0.39% | $434.2万 | 1.7万股 | $224.9万 | 1.0万股 | +7,022股+67.61% | 加仓 |
| AAvantis·U SAVUV |
| 0.55% | 0.71% | $413.7万 | 3.3万股 | $405.5万 | 3.7万股 | -3,682股-10.03% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.44% | 0.57% | $333.1万 | 3.2万股 | $326.3万 | 3.4万股 | -2,045股-6.09% | 减仓 |
 谷歌AGOOGL |
| 0.43% | 0.45% | $324.0万 | 9,097股 | $255.2万 | 8,873股 | +224股+2.52% | 加仓 |
 亚马逊AMZN |
| 0.41% | 0.42% | $307.5万 | 1.1万股 | $242.6万 | 1.2万股 | -324股-2.78% | 减仓 |
| IiShares安硕信托SGOV |
| 0.4% | — | $303.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.39% | 0.52% | $297.6万 | 12.3万股 | $299.7万 | 12.3万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.38% | 0.47% | $289.4万 | 2.5万股 | $268.1万 | 2.7万股 | -2,191股-8.18% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.38% | 0.52% | $289.3万 | 2.8万股 | $299.7万 | 3.0万股 | -2,361股-7.87% | 减仓 |
 摩根大通JPM |
| 0.32% | 0.35% | $243.0万 | 6,908股 | $200.3万 | 6,811股 | +97股+1.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.35% | $209.3万 | 4,092股 | $200.0万 | 4,173股 | -81股-1.94% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.31% | $208.4万 | 5,844股 | $174.8万 | 6,093股 | -249股-4.09% | 减仓 |
| S嘉信·USSCHP |
| 0.27% | 0.43% | $201.8万 | 7.7万股 | $246.6万 | 9.3万股 | -1.5万股-16.54% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.23% | 0.25% | $175.6万 | 1.3万股 | $141.3万 | 1.3万股 | +713股+5.66% | 加仓 |
 礼来LLY |
| 0.22% | 0.23% | $163.2万 | 1,420股 | $132.5万 | 1,441股 | -21股-1.46% | 减仓 |
| WWisdomTree信托DLS |
| 0.21% | 0.27% | $159.9万 | 1.9万股 | $156.3万 | 1.9万股 | -627股-3.27% | 减仓 |
 泛林集团LRCX |
| 0.2% | 0.2% | $154.7万 | 5,278股 | $114.0万 | 5,335股 | -57股-1.07% | 减仓 |
 博通AVGO |
| 0.2% | 0.2% | $153.4万 | 3,941股 | $115.6万 | 3,735股 | +206股+5.52% | 加仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.21% | $150.7万 | 2,008股 | $117.8万 | 1,803股 | +205股+11.37% | 加仓 |
| BBANK OF AMERBAC |
| 0.2% | 0.21% | $150.2万 | 2.4万股 | $119.4万 | 2.4万股 | -252股-1.03% | 减仓 |
 科磊KLAC |
| 0.19% | 0.21% | $146.0万 | 7,983股 | $118.5万 | 805股 | +7,178股+891.68% | 加仓 |
| IiShares安硕信托DGRO |
| 0.18% | 0.21% | $136.9万 | 1.8万股 | $120.4万 | 1.7万股 | +385股+2.24% | 加仓 |
