| G通用动力VTI |
| 13.91% | 13.33% | $5.23亿 | 141.4万股 | $4.48亿 | 139.6万股 | +1.8万股+1.29% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.46% | 5.41% | $2.06亿 | 288.5万股 | $1.82亿 | 283.4万股 | +5.1万股+1.78% | 加仓 |
| V先锋领航·TOTALBND |
| 4.97% | 5.34% | $1.87亿 | 254.8万股 | $1.79亿 | 243.5万股 | +11.3万股+4.66% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 4.47% | 4.28% | $1.68亿 | 76.6万股 | $1.44亿 | 75.0万股 | +1.6万股+2.08% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.4% | 4.71% | $1.65亿 | 280.4万股 | $1.58亿 | 265.6万股 | +14.8万股+5.59% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.22% | 4.6% | $1.59亿 | 293.8万股 | $1.55亿 | 293.1万股 | +6,724股+0.23% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 4.21% | 4.31% | $1.58亿 | 400.4万股 | $1.45亿 | 405.9万股 | -5.6万股-1.37% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.81% | 3.82% | $1.44亿 | 356.9万股 | $1.29亿 | 379.5万股 | -22.6万股-5.95% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.49% | 3.36% | $1.31亿 | 314.4万股 | $1.13亿 | 307.3万股 | +7.1万股+2.32% | 加仓 |
| V先锋领航指数基金VTV |
| 3.45% | 3.53% | $1.30亿 | 59.5万股 | $1.19亿 | 60.5万股 | -9,498股-1.57% | 减仓 |
| IiShares安硕信托IUSV |
| 3.31% | 3.38% | $1.25亿 | 113.2万股 | $1.14亿 | 111.2万股 | +2.0万股+1.76% | 加仓 |
| IiShares安硕信托MTUM |
| 2.62% | 2.27% | $9,860.0万 | 28.8万股 | $7,625.9万 | 31.8万股 | -3.0万股-9.49% | 减仓 |
| IiShares安硕信托IVV |
| 2.4% | 2.22% | $9,016.8万 | 12.0万股 | $7,454.6万 | 11.4万股 | +6,279股+5.50% | 加仓 |
| AAvantis·U SAVUV |
| 2.27% | 2.31% | $8,555.5万 | 68.6万股 | $7,759.3万 | 70.2万股 | -1.7万股-2.37% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.05% | 2% | $7,714.1万 | 94.1万股 | $6,716.2万 | 94.7万股 | -5,712股-0.60% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.91% | 2.08% | $7,170.0万 | 148.3万股 | $6,998.9万 | 146.0万股 | +2.3万股+1.59% | 加仓 |
| IiShares安硕信托IDEV |
| 1.87% | 1.93% | $7,026.4万 | 78.9万股 | $6,482.8万 | 77.6万股 | +1.4万股+1.76% | 加仓 |
| DDimensional维度·USDFUV |
| 1.85% | 1.84% | $6,949.2万 | 126.3万股 | $6,173.8万 | 127.4万股 | -1.1万股-0.84% | 减仓 |
| IiShares安硕信托GVI |
| 1.62% | 1.71% | $6,091.9万 | 56.6万股 | $5,760.8万 | 54.3万股 | +2.3万股+4.30% | 加仓 |
| IiShares安硕信托ICSH |
| 1.59% | 1.69% | $5,976.5万 | 118.2万股 | $5,666.5万 | 111.9万股 | +6.2万股+5.55% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.59% | 1.63% | $5,973.1万 | 175.0万股 | $5,482.7万 | 170.2万股 | +4.9万股+2.86% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.43% | 1.51% | $5,386.9万 | 92.6万股 | $5,062.6万 | 86.5万股 | +6.1万股+7.03% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.37% | 1.47% | $5,172.9万 | 50.2万股 | $4,948.7万 | 49.6万股 | +6,417股+1.29% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.19% | 1.21% | $4,490.8万 | 18.5万股 | $4,058.1万 | 18.7万股 | -1,982股-1.06% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.17% | 1.32% | $4,420.1万 | 87.4万股 | $4,418.7万 | 88.6万股 | -1.2万股-1.33% | 减仓 |
 苹果AAPL |
| 1.17% | 1.13% | $4,384.0万 | 15.2万股 | $3,808.4万 | 15.0万股 | +1,448股+0.96% | 加仓 |
| IiShares安硕IEMG |
| 0.99% | 0.97% | $3,715.4万 | 44.9万股 | $3,255.2万 | 46.7万股 | -1.8万股-3.90% | 减仓 |
| IiShares安硕信托GJS |
| 0.95% | 1.08% | $3,563.0万 | 156.4万股 | $3,643.0万 | 159.0万股 | -2.6万股-1.64% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.82% | 0.88% | $3,085.6万 | 61.2万股 | $2,969.4万 | 59.0万股 | +2.3万股+3.83% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.68% | $3,049.2万 | 4.1万股 | $2,295.2万 | 4.0万股 | +1,642股+4.13% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.72% | 0.73% | $2,694.8万 | 38.6万股 | $2,462.0万 | 39.4万股 | -8,705股-2.21% | 减仓 |
| IiShares安硕信托IQLT |
| 0.71% | 0.73% | $2,680.3万 | 54.1万股 | $2,445.6万 | 52.9万股 | +1.2万股+2.25% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.7% | 0.69% | $2,644.5万 | 32.1万股 | $2,303.6万 | 32.4万股 | -2,692股-0.83% | 减仓 |
| IiShares安硕信托VLUE |
| 0.65% | 0.58% | $2,433.8万 | 12.2万股 | $1,946.8万 | 13.7万股 | -1.5万股-11.03% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.6% | 0.54% | $2,255.8万 | 37.8万股 | $1,826.1万 | 33.8万股 | +4.0万股+11.86% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.57% | 0.64% | $2,144.7万 | 46.8万股 | $2,160.2万 | 47.6万股 | -8,174股-1.72% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.43% | 0.42% | $1,632.8万 | 10.4万股 | $1,419.7万 | 10.3万股 | +1,400股+1.36% | 加仓 |
| IiShares安硕信托IVLU |
| 0.41% | 0.43% | $1,534.8万 | 36.7万股 | $1,455.4万 | 36.7万股 | +199股+0.05% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.36% | 0.38% | $1,347.9万 | 18股 | $1,292.7万 | 18股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.34% | $1,265.4万 | 2.5万股 | $1,158.5万 | 2.4万股 | +1,113股+4.60% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.32% | 0.3% | $1,209.8万 | 4.0万股 | $1,019.4万 | 4.1万股 | -839股-2.04% | 减仓 |
 谷歌AGOOGL |
| 0.29% | 0.24% | $1,080.3万 | 3.0万股 | $800.8万 | 2.8万股 | +2,382股+8.55% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.24% | 0.24% | $918.2万 | 1.8万股 | $814.2万 | 1.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.24% | 0.22% | $901.0万 | 4.5万股 | $752.4万 | 4.3万股 | +1,892股+4.39% | 加仓 |
 美国运通AXP |
| 0.24% | 0.24% | $899.1万 | 2.7万股 | $801.6万 | 2.7万股 | +81股+0.31% | 加仓 |
 迪尔DE |
| 0.2% | 0.2% | $756.5万 | 1.2万股 | $666.1万 | 1.2万股 | +100股+0.85% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.17% | 0.17% | $636.7万 | 8,011股 | $574.6万 | 7,894股 | +117股+1.48% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.16% | 0.05% | $604.4万 | 7.3万股 | $155.4万 | 2.1万股 | +5.2万股+246.55% | 加仓 |
 微软MSFT |
| 0.15% | 0.17% | $573.7万 | 1.5万股 | $564.0万 | 1.5万股 | +142股+0.93% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.15% | 0.17% | $571.5万 | 11.9万股 | $579.5万 | 12.1万股 | -2,019股-1.67% | 减仓 |
