| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 22.31% | 25.37% | $2.78亿 | 672.9万股 | $2.54亿 | 651.8万股 | +21.1万股+3.23% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 12.62% | 0.56% | $1.57亿 | 303.7万股 | $557.1万 | 12.3万股 | +291.3万股+2,359.31% | 加仓 |
| WWISDOMTREE INTERNATIONAL EFFICIENT CORE FUNDNTSI |
| 9.23% | 10.73% | $1.15亿 | 246.3万股 | $1.07亿 | 244.1万股 | +2.2万股+0.89% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 9.04% | 10.44% | $1.12亿 | 56.9万股 | $1.05亿 | 56.7万股 | +1,837股+0.32% | 加仓 |
| G通用动力VTI |
| 8.02% | 8.87% | $9,973.4万 | 27.0万股 | $8,875.3万 | 27.7万股 | -7,132股-2.58% | 减仓 |
| IiShares安硕信托GJS |
| 7.04% | 8.52% | $8,759.0万 | 384.5万股 | $8,530.2万 | 372.3万股 | +12.2万股+3.27% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.76% | 2.99% | $3,439.2万 | 118.8万股 | $2,991.9万 | 119.2万股 | -4,450股-0.37% | 减仓 |
 DOW COMDOW |
| 1.22% | 2.3% | $1,516.2万 | 55.4万股 | $2,298.1万 | 55.2万股 | +2,386股+0.43% | 加仓 |
 苹果AAPL |
| 1.11% | 1.31% | $1,384.2万 | 4.8万股 | $1,315.5万 | 5.2万股 | -3,998股-7.71% | 减仓 |
| VVANGUARD S&P SMALL-CAP 600 VALUE ETFVTWO |
| 1.08% | 1.19% | $1,343.6万 | 11.5万股 | $1,186.9万 | 11.7万股 | -2,139股-1.83% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.94% | 1.6% | $1,168.1万 | 13.7万股 | $1,599.2万 | 20.7万股 | -7.1万股-34.12% | 减仓 |
 英伟达NVDA |
| 0.91% | 1.13% | $1,130.4万 | 5.6万股 | $1,133.5万 | 6.5万股 | -8,502股-13.08% | 减仓 |
| IiShares安硕信托IEFA |
| 0.84% | 0.98% | $1,050.3万 | 10.9万股 | $979.9万 | 10.8万股 | +506股+0.47% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.81% | 0.89% | $1,012.3万 | 6.4万股 | $894.2万 | 6.5万股 | -148股-0.23% | 减仓 |
 礼来LLY |
| 0.71% | 0.68% | $888.3万 | 7,406股 | $678.8万 | 7,380股 | +26股+0.35% | 加仓 |
 微软MSFT |
| 0.55% | 0.79% | $680.4万 | 1.8万股 | $791.1万 | 2.1万股 | -3,131股-14.65% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.51% | 0.51% | $633.8万 | 12.6万股 | $513.9万 | 11.3万股 | +1.3万股+11.72% | 加仓 |
| IiShares安硕·MSCIIEI |
| 0.47% | — | $588.7万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 亚马逊AMZN |
| 0.46% | 0.56% | $577.8万 | 2.4万股 | $556.5万 | 2.7万股 | -2,477股-9.27% | 减仓 |
 谷歌AGOOGL |
| 0.45% | 0.52% | $554.8万 | 1.6万股 | $522.3万 | 1.8万股 | -2,638股-14.52% | 减仓 |
 博通AVGO |
| 0.37% | 0.45% | $455.2万 | 1.2万股 | $446.3万 | 1.4万股 | -2,367股-16.42% | 减仓 |
 美光科技MU |
| 0.36% | 0.14% | $453.8万 | 3,931股 | $135.7万 | 4,018股 | -87股-2.17% | 减仓 |
| S嘉信策略信托SCHR |
| 0.35% | 0.43% | $435.1万 | 17.6万股 | $431.1万 | 17.3万股 | +3,399股+1.96% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.33% | — | $413.6万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 摩根大通JPM |
| 0.31% | 0.32% | $385.7万 | 1.2万股 | $324.4万 | 1.1万股 | +755股+6.85% | 加仓 |
| SSPDR道富指数基金QWLD |
| 0.29% | 0.34% | $357.3万 | 2.4万股 | $335.9万 | 2.3万股 | +53股+0.23% | 加仓 |
| IiShares安硕信托AGG |
| 0.26% | 0.32% | $325.6万 | 3.3万股 | $321.1万 | 3.2万股 | +551股+1.70% | 加仓 |
 沃尔玛WMT |
| 0.24% | 0.32% | $292.7万 | 2.6万股 | $325.0万 | 2.6万股 | -306股-1.17% | 减仓 |
 GE航空GE |
| 0.21% | 0.19% | $264.6万 | 7,079股 | $194.7万 | 6,861股 | +218股+3.18% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.22% | $254.7万 | 3,410股 | $220.9万 | 3,397股 | +13股+0.38% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.2% | 0.24% | $244.3万 | 5.1万股 | $236.4万 | 4.9万股 | +1,096股+2.22% | 加仓 |
| IiShares安硕信托ITOT |
| 0.2% | 0.21% | $243.9万 | 1.5万股 | $208.3万 | 1.5万股 | +175股+1.19% | 加仓 |
 思科CSCO |
| 0.19% | 0.15% | $233.0万 | 2.0万股 | $151.5万 | 2.0万股 | +302股+1.55% | 加仓 |
 特斯拉TSLA |
| 0.18% | 0.18% | $229.2万 | 5,449股 | $178.3万 | 4,797股 | +652股+13.59% | 加仓 |
 强生JNJ |
| 0.18% | 0.21% | $222.9万 | 8,776股 | $215.2万 | 8,803股 | -27股-0.31% | 减仓 |
 应用材料AMAT |
| 0.18% | 0.1% | $222.4万 | 3,077股 | $101.3万 | 2,964股 | +113股+3.81% | 加仓 |
 Meta平台META |
| 0.18% | 0.31% | $219.0万 | 3,888股 | $307.2万 | 5,369股 | -1,481股-27.58% | 减仓 |
 泛林集团LRCX |
| 0.18% | 0.11% | $218.8万 | 5,050股 | $108.4万 | 5,073股 | -23股-0.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.17% | $209.0万 | 4,176股 | $169.2万 | 3,530股 | +646股+18.30% | 加仓 |
 GE VernovaGEV |
| 0.17% | 0.15% | $205.4万 | 1,748股 | $145.3万 | 1,664股 | +84股+5.05% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.16% | 0.2% | $201.2万 | 2.0万股 | $198.6万 | 2.0万股 | +216股+1.09% | 加仓 |
 科磊KLAC |
| 0.16% | 0.1% | $198.9万 | 6,592股 | $95.1万 | 646股 | +5,946股+920.43% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.16% | 0.18% | $194.4万 | 1.2万股 | $176.1万 | 1.3万股 | -341股-2.68% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.14% | $193.7万 | 5,481股 | $143.8万 | 5,012股 | +469股+9.36% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.15% | 0.16% | $189.8万 | 3.7万股 | $156.1万 | 3.3万股 | +3,365股+10.11% | 加仓 |
 Lakeland Financial Corp COMMONLKFN |
| 0.15% | 0.37% | $189.5万 | 3.1万股 | $374.0万 | 6.5万股 | -3.4万股-52.88% | 减仓 |
 埃克森美孚XOM |
| 0.14% | 0.21% | $173.2万 | 1.3万股 | $209.8万 | 1.2万股 | +304股+2.46% | 加仓 |
 Targa资源TRGP |
| 0.13% | 0.15% | $164.4万 | 6,130股 | $153.4万 | 6,118股 | +12股+0.20% | 加仓 |
| V先锋领航全球基金VGT |
| 0.13% | 0.1% | $158.1万 | 1.3万股 | $100.3万 | 1,437股 | +1.2万股+820.39% | 加仓 |
 捷普JBL |
| 0.13% | 0.1% | $157.5万 | 4,085股 | $104.7万 | 3,942股 | +143股+3.63% | 加仓 |
