| V先锋领航指数基金VUG |
| 9.19% | 8.19% | $3,585.8万 | 41.6万股 | $2,861.4万 | 6.6万股 | +35.1万股+535.44% | 加仓 |
| A美国世纪ETF信托AVUS |
| 7.58% | 7.56% | $2,958.4万 | 23.1万股 | $2,641.7万 | 23.8万股 | -6,629股-2.79% | 减仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 5.17% | 5.14% | $2,019.7万 | 59.2万股 | $1,795.7万 | 55.7万股 | +3.5万股+6.20% | 加仓 |
| A美国世纪ETF信托AVEM |
| 4.55% | 4.57% | $1,777.5万 | 18.4万股 | $1,597.1万 | 19.8万股 | -1.4万股-7.05% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.26% | 3.93% | $1,663.4万 | 7.0万股 | $1,374.7万 | 6.4万股 | +6,374股+9.97% | 加仓 |
| A美国世纪ETF信托AVLV |
| 4.25% | 4.22% | $1,658.1万 | 18.2万股 | $1,473.6万 | 18.3万股 | -1,011股-0.55% | 减仓 |
 AVANTIS INTLNGG |
| 4.25% | 4.64% | $1,657.9万 | 18.6万股 | $1,620.4万 | 19.1万股 | -5,132股-2.69% | 减仓 |
| IiShares安硕信托EFV |
| 4.19% | 4.43% | $1,635.9万 | 21.1万股 | $1,549.0万 | 20.7万股 | +4,300股+2.08% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.94% | 3.96% | $1,536.2万 | 32.8万股 | $1,384.5万 | 29.5万股 | +3.3万股+11.29% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.75% | 3.91% | $1,465.0万 | 25.2万股 | $1,365.9万 | 23.3万股 | +1.8万股+7.88% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 3.55% | 4.5% | $1,384.6万 | 33.2万股 | $1,572.8万 | 42.8万股 | -9.6万股-22.45% | 减仓 |
| V先锋领航指数基金VOO |
| 3.46% | 3.22% | $1,348.9万 | 2.0万股 | $1,124.3万 | 1.9万股 | +824股+4.38% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.76% | 2.78% | $1,078.4万 | 18.3万股 | $970.9万 | 16.3万股 | +2.0万股+12.14% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.54% | 2.62% | $991.3万 | 22.3万股 | $917.3万 | 23.6万股 | -1.3万股-5.34% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 2.31% | 2.48% | $903.0万 | 25.8万股 | $868.5万 | 25.8万股 | -156股-0.06% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 2.23% | 2.29% | $868.8万 | 15.7万股 | $801.8万 | 14.5万股 | +1.3万股+8.70% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.17% | 2.7% | $846.6万 | 16.7万股 | $943.1万 | 18.9万股 | -2.2万股-11.46% | 减仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 2.09% | 2.32% | $815.9万 | 16.2万股 | $812.0万 | 16.1万股 | +626股+0.39% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 2.09% | 2.18% | $815.2万 | 10.8万股 | $760.5万 | 10.2万股 | +6,555股+6.44% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.96% | 1.98% | $764.6万 | 9.3万股 | $693.6万 | 8.4万股 | +8,694股+10.37% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.95% | 1.76% | $761.4万 | 10.4万股 | $613.9万 | 9.9万股 | +5,277股+5.36% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.64% | 1.83% | $639.4万 | 12.5万股 | $641.0万 | 12.6万股 | -354股-0.28% | 减仓 |
| AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU |
| 1.3% | — | $509.4万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 1.17% | 1.22% | $456.6万 | 5.8万股 | $427.9万 | 5.4万股 | +3,784股+7.01% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.16% | 1.22% | $451.4万 | 9.1万股 | $427.7万 | 8.6万股 | +4,758股+5.54% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.07% | 1.04% | $419.0万 | 5.1万股 | $364.1万 | 5.1万股 | -204股-0.40% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.99% | 0.96% | $387.8万 | 4.0万股 | $335.6万 | 3.8万股 | +2,383股+6.30% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.75% | 0.82% | $293.3万 | 9.5万股 | $287.7万 | 9.3万股 | +1,598股+1.71% | 加仓 |
| I景顺QQQ信托VOO |
| 0.72% | 0.64% | $282.5万 | 3,835股 | $222.7万 | 3,858股 | -23股-0.60% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.72% | 0.88% | $279.8万 | 3.6万股 | $307.2万 | 3.9万股 | -3,266股-8.34% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 0.71% | 0.33% | $278.7万 | 3.6万股 | $116.9万 | 1.6万股 | +2.1万股+134.46% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.63% | 0.73% | $246.3万 | 4.4万股 | $255.6万 | 4.5万股 | -1,486股-3.30% | 减仓 |
| V先锋领航·TOTALBND |
| 0.54% | 0.6% | $212.4万 | 2.9万股 | $209.3万 | 2.8万股 | +514股+1.81% | 加仓 |
| DDimensional维度·USDFUV |
| 0.53% | 0.53% | $207.7万 | 3.8万股 | $184.2万 | 3.8万股 | -242股-0.64% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.51% | 0.47% | $199.4万 | 2.4万股 | $164.0万 | 4,023股 | +2.0万股+500.05% | 加仓 |
| IInnovator ETF信托EPRF |
| 0.47% | 0.52% | $181.9万 | 11.0万股 | $180.7万 | 10.9万股 | +1,476股+1.35% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.41% | 0.43% | $161.9万 | 3.6万股 | $149.3万 | 3.4万股 | +2,519股+7.50% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.4% | 0.42% | $157.0万 | 2.2万股 | $146.1万 | 2.3万股 | -932股-3.98% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 0.39% | 0.43% | $151.0万 | 3.1万股 | $151.9万 | 3.2万股 | -456股-1.44% | 减仓 |
 苹果AAPL |
| 0.37% | 0.39% | $145.2万 | 5,016股 | $136.9万 | 5,395股 | -379股-7.03% | 减仓 |
| S嘉信·USSCHP |
| 0.33% | 0.35% | $130.1万 | 4.9万股 | $123.6万 | 4.6万股 | +2,655股+5.72% | 加仓 |
| G通用动力VTI |
| 0.27% | 0.26% | $106.5万 | 2,878股 | $91.1万 | 2,840股 | +38股+1.34% | 加仓 |
| IiShares安硕信托TLT |
| 0.25% | 0.19% | $98.7万 | 1.1万股 | $64.9万 | 7,484股 | +3,936股+52.59% | 加仓 |
| V先锋领航债券指数基金BLV |
| 0.25% | 0.42% | $98.3万 | 1.4万股 | $147.1万 | 2.1万股 | -7,114股-33.28% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.25% | 0.24% | $96.8万 | 1.2万股 | $84.0万 | 1.2万股 | -63股-0.53% | 减仓 |
 AON SHS CL AAON |
| 0.22% | 0.24% | $87.8万 | 2,647股 | $85.4万 | 2,647股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.22% | 0.24% | $85.1万 | 2,282股 | $84.4万 | 2,281股 | +1股+0.04% | 加仓 |
| V先锋领航指数基金VB |
| 0.21% | 0.21% | $80.1万 | 2,642股 | $73.2万 | 2,796股 | -154股-5.51% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.2% | 0.23% | $78.2万 | 1.0万股 | $78.8万 | 1.0万股 | -19股-0.19% | 减仓 |
 卡特彼勒CAT |
| 0.2% | 0.15% | $77.7万 | 730股 | $51.7万 | 730股 | 00.00% | 持仓不变 |
