 AVANTIS INTLNGG |
| 7.11% | 6.23% | $2,402.1万 | 35.8万股 | $1,924.3万 | 30.9万股 | +4.9万股+15.95% | 加仓 |
| V先锋领航·MIDVO |
| 4.97% | 4.72% | $1,678.2万 | 6.4万股 | $1,455.5万 | 6.0万股 | +3,489股+5.80% | 加仓 |
| V先锋领航指数基金VTV |
| 4.88% | 5.19% | $1,647.7万 | 9.4万股 | $1,602.8万 | 10.0万股 | -5,531股-5.54% | 减仓 |
| G通用动力VTI |
| 4.39% | 4.81% | $1,483.3万 | 5.2万股 | $1,484.2万 | 5.5万股 | -3,098股-5.58% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 4.19% | 3.85% | $1,414.1万 | 6.8万股 | $1,189.9万 | 6.0万股 | +8,120股+13.46% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.06% | 3.79% | $1,371.6万 | 8.2万股 | $1,171.0万 | 7.8万股 | +3,961股+5.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.87% | 4.34% | $1,306.1万 | 24.7万股 | $1,339.5万 | 27.1万股 | -2.4万股-8.75% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.52% | 3.74% | $1,190.2万 | 15.0万股 | $1,153.9万 | 14.9万股 | +540股+0.36% | 加仓 |
| S嘉信·USSCHP |
| 3.18% | 3.19% | $1,074.2万 | 20.0万股 | $984.0万 | 18.9万股 | +1.1万股+5.86% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.1% | 2.83% | $1,046.8万 | 16.1万股 | $872.7万 | 14.5万股 | +1.6万股+11.10% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.91% | 2.67% | $984.0万 | 15.2万股 | $825.1万 | 13.5万股 | +1.7万股+12.77% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.62% | 2.74% | $885.0万 | 4.4万股 | $846.2万 | 4.6万股 | -2,284股-4.93% | 减仓 |
| V先锋领航全球基金MGV |
| 2.59% | 2.19% | $873.7万 | 6.8万股 | $677.2万 | 5.7万股 | +1.1万股+19.17% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.39% | 2.44% | $807.8万 | 4.5万股 | $752.6万 | 4.6万股 | -726股-1.58% | 减仓 |
| DDimensional维度ETF信托DFGP |
| 2.33% | 2.05% | $786.6万 | 14.3万股 | $633.4万 | 12.0万股 | +2.3万股+19.25% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.3% | 2.11% | $775.7万 | 18.0万股 | $652.6万 | 15.7万股 | +2.2万股+14.32% | 加仓 |
| V先锋领航指数基金VB |
| 2.04% | 2.18% | $687.5万 | 2.9万股 | $674.4万 | 3.1万股 | -1,944股-6.29% | 减仓 |
| V先锋领航指数基金VOO |
| 2.03% | 2.13% | $685.8万 | 1.3万股 | $657.9万 | 1.3万股 | -157股-1.19% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.79% | 1.9% | $606.2万 | 12.7万股 | $585.0万 | 13.4万股 | -7,009股-5.24% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 1.6% | 1.37% | $540.5万 | 17.5万股 | $421.4万 | 14.6万股 | +2.9万股+19.86% | 加仓 |
| IiShares安硕信托IVV |
| 1.56% | 1.71% | $525.4万 | 9,108股 | $527.1万 | 9,633股 | -525股-5.45% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 1.5% | 1.63% | $505.9万 | 10.1万股 | $501.8万 | 10.1万股 | -29股-0.03% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 1.49% | 1.55% | $502.2万 | 12.7万股 | $478.8万 | 12.8万股 | -1,194股-0.93% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.38% | 1.41% | $466.4万 | 12.4万股 | $435.9万 | 12.4万股 | -99股-0.08% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 1.37% | 1.51% | $461.4万 | 3.7万股 | $466.1万 | 4.0万股 | -3,039股-7.66% | 减仓 |
| S道富SPYV |
| 1.3% | 1.31% | $437.8万 | 8.3万股 | $403.8万 | 8.3万股 | -17股-0.02% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.22% | 1.21% | $413.5万 | 4.8万股 | $372.7万 | 4.8万股 | +30股+0.06% | 加仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 1.21% | 1.24% | $407.3万 | 11.9万股 | $383.6万 | 12.1万股 | -1,501股-1.24% | 减仓 |
| IiShares安硕·COREIJH |
| 1.18% | 1.21% | $398.6万 | 6.4万股 | $374.3万 | 6.4万股 | 00.00% | 持仓不变 |
| S道富MDYV |
| 1.17% | 1.18% | $396.2万 | 5.0万股 | $362.9万 | 5.0万股 | +118股+0.24% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.04% | 1.06% | $350.7万 | 4.2万股 | $328.5万 | 4.2万股 | 00.00% | 持仓不变 |
| S道富SPMD |
| 1.02% | 1.04% | $343.5万 | 6.3万股 | $321.9万 | 6.3万股 | +68股+0.11% | 加仓 |
| IiShares安硕信托IEFA |
| 0.87% | 0.89% | $294.4万 | 3.8万股 | $274.0万 | 3.8万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.87% | 1.01% | $293.2万 | 3.5万股 | $311.9万 | 3.9万股 | -4,013股-10.28% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.71% | 0.71% | $239.3万 | 3.0万股 | $219.7万 | 3.0万股 | +126股+0.42% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.68% | 0.72% | $229.8万 | 8.4万股 | $223.3万 | 8.6万股 | -2,451股-2.84% | 减仓 |
| IiShares安硕信托IWS |
| 0.65% | 0.65% | $220.1万 | 1.7万股 | $200.4万 | 1.7万股 | +46股+0.28% | 加仓 |
| S道富SPSM |
| 0.64% | 0.64% | $215.2万 | 4.7万股 | $196.0万 | 4.7万股 | +91股+0.19% | 加仓 |
| IiShares安硕信托DSI |
| 0.56% | 0.58% | $188.1万 | 1.7万股 | $179.5万 | 1.7万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.55% | 0.57% | $186.6万 | 2.7万股 | $176.9万 | 2.7万股 | -22股-0.08% | 减仓 |
| IiShares安硕IEMG |
| 0.52% | 0.53% | $174.1万 | 3.0万股 | $162.8万 | 3.0万股 | -99股-0.33% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.47% | 0.53% | $158.6万 | 5.0万股 | $165.1万 | 5.6万股 | -5,766股-10.36% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.46% | 0.46% | $155.1万 | 3.8万股 | $143.2万 | 3.8万股 | -442股-1.16% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.45% | 0.48% | $151.0万 | 3.0万股 | $147.8万 | 2.9万股 | +54股+0.18% | 加仓 |
 苹果AAPL |
| 0.44% | 0.43% | $149.2万 | 6,404股 | $134.3万 | 6,374股 | +30股+0.47% | 加仓 |
 Meta平台META |
| 0.41% | 0.4% | $138.3万 | 2,415股 | $122.1万 | 2,421股 | -6股-0.25% | 减仓 |
| IiShares安硕·COREIJR |
| 0.4% | 0.4% | $135.1万 | 1.2万股 | $123.2万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.4% | 0.41% | $134.5万 | 3.9万股 | $125.0万 | 3.9万股 | +460股+1.19% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.37% | 0.3% | $123.7万 | 2.7万股 | $93.2万 | 2.1万股 | +6,160股+30.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.33% | $108.6万 | 1,892股 | $103.0万 | 1,892股 | 00.00% | 持仓不变 |
